Free operations diagnostic

Training provider workflow assessment

Examine the 12 handoffs that carry a course from registration through communication, billing, delivery, and closeout.

Registration intake

How a request becomes a usable operations record.

1.1Registration details are captured once and follow the learner or group through the workflow.

1.2Required contact, course, billing, and consent fields are checked before work moves forward.

1.3Possible duplicate learners, organizations, or billing customers are identified before a new record is created.

How approved details reach learners and staff.

2.1Course dates, locations, capacity, and changes have one approved source of truth.

2.2Confirmations and joining instructions are prepared from approved course and registration data.

2.3Exceptions have a visible status, a named owner, and a clear next action.

How registration facts become accurate finance work.

3.1The correct billing contact, legal name, payment method, and terms arrive with the request.

3.2Customer matching and invoice preparation do not require staff to re-enter the same details.

3.3Payment status returns to the operations tracker, and reminders stop after payment, dispute, or staff hold.

How the team completes a course without losing the trail.

4.1Instructor, roster, venue, materials, and outstanding decisions are visible before delivery.

4.2Attendance, skills assessment, certification, and other consequential decisions stay with authorized staff.

4.3Course closeout connects required records, certificates, and finance status, with alerts when a handoff fails.

Complete all 12 handoffs to generate the stage scores and priority list.