{"id":41719,"date":"2025-01-20T01:26:55","date_gmt":"2025-01-20T06:26:55","guid":{"rendered":"https:\/\/venngage.com\/blog\/?p=41719"},"modified":"2026-01-07T06:38:00","modified_gmt":"2026-01-07T11:38:00","slug":"job-aid","status":"publish","type":"post","link":"https:\/\/venngage.com\/blog\/job-aid\/","title":{"rendered":"How to Create Job Aids [With Examples and Templates]"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/1.png\" alt=\"\" class=\"wp-image-99697\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/1.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/1-300x169.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/1-768x432.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/1-730x411.png 730w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Are your employees struggling to achieve their objectives or are unable to deliver quality work? Chances are they lack clear instructions to do their tasks. That\u2019s where job aids come in. These handy tools provide step-by-step guidance, checklists, and essential resources to help complete tasks efficiently and effectively.<\/p>\n\n\n\n<p>In this blog post, I will<strong>&nbsp;<\/strong>teach you how to design powerful,&nbsp;effective job aids that engage employees and look great too \u2014 even if you&#8217;re not a designer.<\/p>\n\n\n\n<center><a href=\"https:\/\/venngage.com\/features\/infographic-maker\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>CREATE A JOB AID FOR FREE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1\"><strong>What are job aids?<\/strong><\/h2>\n\n\n\n<p><strong>Job aids are simple, clear instructions on how to do a work task. They <strong>reminder employees how to complete a task the right way<\/strong>, <strong>preventing mistakes in the workplace<\/strong>.<\/strong><\/p>\n\n\n\n<p>Job aids are also known as work aids, worksheets, checklists, <a href=\"https:\/\/venngage.com\/blog\/one-pager\/\" target=\"_blank\" rel=\"noreferrer noopener\">one pagers<\/a>, cheat sheets, or memory joggers.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/social-media\/job-aid-twitter-post-5507496e-7fa8-42dd-8bba-a008a366ecb1\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/What-Is-a-Job-Aid.png\" alt=\"what is a job aid? job aid definition\" class=\"wp-image-59522\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/What-Is-a-Job-Aid.png 1200w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/What-Is-a-Job-Aid-300x157.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/What-Is-a-Job-Aid-1024x536.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/What-Is-a-Job-Aid-768x402.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/What-Is-a-Job-Aid-730x382.png 730w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><figcaption class=\"wp-element-caption\"><center>Providing definitions of technical terms (like in this example) can be part of a job aid.<\/center><\/figcaption><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/social-media\/job-aid-twitter-post-5507496e-7fa8-42dd-8bba-a008a366ecb1\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS SOCIAL MEDIA TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Job aids are usually printed documents. But they can also be digital, like a PDF file or image saved on a computer, a video, or a smartphone app.<\/p>\n\n\n\n<p>Below is an example of a step-by-step job aid:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/instruction-customer-onboarding-process-job-aid-1bdfdcf6-950d-4308-b6be-797f47dec26f\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Instruction-Customer-Onboarding-Process-Job-Aid-Template.png\" alt=\"step by step job aid template customer onboarding process instruction\" class=\"wp-image-59527\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Instruction-Customer-Onboarding-Process-Job-Aid-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Instruction-Customer-Onboarding-Process-Job-Aid-Template-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Instruction-Customer-Onboarding-Process-Job-Aid-Template-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Instruction-Customer-Onboarding-Process-Job-Aid-Template-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Instruction-Customer-Onboarding-Process-Job-Aid-Template-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/instruction-customer-onboarding-process-job-aid-1bdfdcf6-950d-4308-b6be-797f47dec26f\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What isn&#8217;t a job aid?<\/strong><\/h3>\n\n\n\n<p>A job aid makes information accessible for a specific task and it serves as a <a href=\"https:\/\/venngage.com\/blog\/standard-operating-procedure\/\" target=\"_blank\" rel=\"noreferrer noopener\">standard operating procedure<\/a> for employees to complete a task. <\/p>\n\n\n\n<p>This means that if the document is used to teach someone how to do something they didn&#8217;t know, it&#8217;s not a job aid but a form of <a href=\"https:\/\/venngage.com\/blog\/employee-training\/\" target=\"_blank\" rel=\"noreferrer noopener\">employee training<\/a>.  <\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p><strong>Related: <\/strong><a href=\"https:\/\/venngage.com\/blog\/work-instruction\/\" target=\"_blank\" rel=\"noreferrer noopener\">Writing a Work Instruction: A Complete Guide<\/a><\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"18\">18 Job aid examples and templates<\/h2>\n\n\n\n<p>I&#8217;ve curated a list of job aid examples \u2014 from step-by-step job aids to flowcharts, checklists and more that help you do your job like a pro.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4\"><strong>Step-by-step job aid<\/strong> <strong>templates<\/strong><\/h3>\n\n\n\n<p>Step-by-step job aids&nbsp;visualize directions and&nbsp;information in a sequence.<\/p>\n\n\n\n<p><strong>You should use a step-by-step job aid format if&nbsp;the task:<\/strong><\/p>\n\n\n\n<ol>\n<li>Is linear with no alternate paths.<\/li>\n\n\n\n<li>Doesn&#8217;t require decision-making.<\/li>\n\n\n\n<li>Needs to be done in a specific order.<\/li>\n<\/ol>\n\n\n\n<p><strong>How to design a successful step-by-step job aid:<\/strong><\/p>\n\n\n\n<ol>\n<li>Add only the most relevant steps to complete the task.<\/li>\n\n\n\n<li>Use icons or illustrations as a quick visual reminder of each step.<\/li>\n\n\n\n<li>Use the same <em>style<\/em> of icon\/illustration throughout a job aid for visual consistency.<\/li>\n\n\n\n<li>Use a different color header or background for each step.<\/li>\n\n\n\n<li>Use verbs at the beginning of&nbsp;each sub-header&nbsp;i.e. <em>set<\/em> goals, <em>create<\/em> content.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>1. Step-by-step instructions&nbsp;template<\/strong><\/h4>\n\n\n\n<p>Step-by-step infographics are great for explaining a process simply and easily. <strong>Create a text-only outline first.<\/strong> Organize your steps, write the headers and explainer copy.&nbsp;Then you&#8217;re ready to&nbsp;start designing!<\/p>\n\n\n\n<p>Intimidated by making your own layout? Ready-made templates like the one below take the guesswork out of&nbsp;making a job aid. <strong>Pick a template<\/strong> with the structure you like and then personalize the colors, illustrations and text.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/internal-recruitment-process-infographic-f2d55703-7a8b-496e-8d87-808d73805e3b\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid.png\" alt=\"step by step job aid template internal recruitment process infographic\" class=\"wp-image-59531\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid-122x300.png 122w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid-418x1024.png 418w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid-768x1882.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid-627x1536.png 627w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Recruitment-Process-Infographic-Job-Aid-730x1789.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/internal-recruitment-process-infographic-f2d55703-7a8b-496e-8d87-808d73805e3b\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>2. Step-by-step&nbsp;procedure&nbsp;template<\/strong><\/h4>\n\n\n\n<p>Use a (short!) introduction in your job aid to provide background or guidelines. This is especially <strong>useful for difficult conversations or situations<\/strong>.<\/p>\n\n\n\n<p>For example, customer service&nbsp;may need to respond to negative customer feedback, such as in the&nbsp;step-by-step procedure job aid template below.<\/p>\n\n\n\n<p>The introduction makes it clear that reps must respond <strong>within 24 hours<\/strong>, <em>especially<\/em> if the review is negative.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/customer-support-response-process-job-aid-template-4ef7032e-dcc1-4578-8843-3d72c4f8f207\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/9-Steps-to-Prepare-For-Retirement-Infographic-Template-1.png\" alt=\"step by step job aid template customer support response process\" class=\"wp-image-59528\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/9-Steps-to-Prepare-For-Retirement-Infographic-Template-1.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/9-Steps-to-Prepare-For-Retirement-Infographic-Template-1-186x300.png 186w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/9-Steps-to-Prepare-For-Retirement-Infographic-Template-1-634x1024.png 634w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/9-Steps-to-Prepare-For-Retirement-Infographic-Template-1-768x1240.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/9-Steps-to-Prepare-For-Retirement-Infographic-Template-1-730x1179.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/customer-support-response-process-job-aid-template-4ef7032e-dcc1-4578-8843-3d72c4f8f207\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>We mentioned that job aids <em>assist<\/em> on-the-job training \u2014 but you can totally use this example as an on-the-job training template for your customer service teams.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>3. Online booking process job aid template<\/strong><\/h4>\n\n\n\n<p>Step-by-step job aids usually follow a single-column, top-to-bottom format. This creates a <strong>natural information flow<\/strong> that guides the reader easily from step to step.<\/p>\n\n\n\n<p>Information should also be organized in the direction we naturally read, which is left-to-right in most cases.<\/p>\n\n\n\n<p>Still, you can mix it up by alternating the numbered steps on the right or left, like in the example below. <strong>Illustrations help guide the reader&#8217;s eye <\/strong>from step to step.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/online-booking-process-infographic-1f7b4189-c891-407a-a704-75513f7cc20e\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template.png\" alt=\"step by step job aid template online booking process infographic\" class=\"wp-image-59529\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template.png 813w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template-135x300.png 135w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template-459x1024.png 459w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template-768x1712.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template-689x1536.png 689w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Booking-Process-Infographic-Template-730x1627.png 730w\" sizes=\"(max-width: 813px) 100vw, 813px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/online-booking-process-infographic-1f7b4189-c891-407a-a704-75513f7cc20e\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>4.<\/strong> <strong>Two-column step-by-step template<\/strong><\/h4>\n\n\n\n<p>Sometimes,&nbsp;a one-column, linear format won&#8217;t work for your step-by-step job aid.<\/p>\n\n\n\n<p>Use&nbsp;a <strong>two-column format to compare and contrast<\/strong> and add contrasting&nbsp;colors to help employees better absorb the information.&nbsp;The new user onboarding template below uses blue and orange, both in the header and the two columns.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/new-user-onboarding-dos-and-donts-job-aid-eaeff3d0-0c4e-4700-91aa-5f466f233987\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/New-User-Onboarding-Dos-and-Donts-Job-Aid-Infographic-Template.png\" alt=\"step by step two column job aid template new user onboarding dos and donts\" class=\"wp-image-59530\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/New-User-Onboarding-Dos-and-Donts-Job-Aid-Infographic-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/New-User-Onboarding-Dos-and-Donts-Job-Aid-Infographic-Template-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/New-User-Onboarding-Dos-and-Donts-Job-Aid-Infographic-Template-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/New-User-Onboarding-Dos-and-Donts-Job-Aid-Infographic-Template-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/New-User-Onboarding-Dos-and-Donts-Job-Aid-Infographic-Template-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/new-user-onboarding-dos-and-donts-job-aid-eaeff3d0-0c4e-4700-91aa-5f466f233987\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS JOB AID TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6\"><strong>Checklist job aid templates<\/strong><\/h3>\n\n\n\n<p>Checklist&nbsp;job aids remind employees of how to complete the task correctly \u2014 with certain conditions.<\/p>\n\n\n\n<p><strong>You should use a checklist job aid format if&nbsp;the&nbsp;task:<\/strong><\/p>\n\n\n\n<ol>\n<li>Doesn&#8217;t need to be completed in a certain order.<\/li>\n\n\n\n<li>Relates to planning, inspecting or observing.<\/li>\n\n\n\n<li>Should be performed the same way every time.<\/li>\n<\/ol>\n\n\n\n<p><strong>How to design a successful checklist job aid:<\/strong><\/p>\n\n\n\n<ol>\n<li>Use a verb or action word at the beginning of&nbsp;each checklist item.<\/li>\n\n\n\n<li>Group different&nbsp;stages in a process by color.<\/li>\n\n\n\n<li>Or separate checklists into different tables.<\/li>\n\n\n\n<li>Skip any long words or jargon, unless relevant.<\/li>\n\n\n\n<li>(Optional) Add a short intro, with the most important info at the beginning and end.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>5.<\/strong> <strong>Work checklist template<\/strong><\/h4>\n\n\n\n<p>A job aid checklist&nbsp;can be a generalized overview of a long process or a more detailed one. Formatting and color&nbsp;choice&nbsp;will help keep things organized.<\/p>\n\n\n\n<p>Try a single-column format for higher-level overviews. You can add dates, or organize by stage like in the work aid checklist template below. Color coding helps organize the stages visually.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/checklist\/dacs-operational-audit-process-checklist-edd517b3-d5b4-428d-9cd7-c7065449949a\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/DACS-Operational-Audit-Process-Checklist-Template.png\" alt=\"checklist job aid template operational audit process\" class=\"wp-image-59540\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/DACS-Operational-Audit-Process-Checklist-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/DACS-Operational-Audit-Process-Checklist-Template-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/DACS-Operational-Audit-Process-Checklist-Template-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/DACS-Operational-Audit-Process-Checklist-Template-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/DACS-Operational-Audit-Process-Checklist-Template-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/checklist\/dacs-operational-audit-process-checklist-edd517b3-d5b4-428d-9cd7-c7065449949a\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS CHECKLIST TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>In fact, most job aid checklists will need to be split up into chunks. Hence, each section should only contain the <em>most important<\/em> steps. <\/p>\n\n\n\n<p><strong>6. New hire onboarding job aid <\/strong><\/p>\n\n\n\n<p><strong>Remember, a&nbsp;checklist can&#8217;t do an employee&#8217;s job for them.<\/strong> You&#8217;re not giving directions; you&#8217;re giving the big picture.<\/p>\n\n\n\n<p>Keep each&nbsp;step short and succinct i.e. easy to understand at a glance. The standard work checklist template below relies on short sentences and lots of white space. Color bars neatly define each section. A clean, white background keeps the focus on the tasks.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/venngage.com\/templates\/checklist\/new-hire-onboarding-hr-checklist-63dc3b31-7dc7-49c2-b67b-b24758f69ec9\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/63dc3b31-7dc7-49c2-b67b-b24758f69ec9-791x1024.png\" alt=\"New hire onboarding job aid \" class=\"wp-image-99696\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/63dc3b31-7dc7-49c2-b67b-b24758f69ec9-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/63dc3b31-7dc7-49c2-b67b-b24758f69ec9-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/63dc3b31-7dc7-49c2-b67b-b24758f69ec9-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/63dc3b31-7dc7-49c2-b67b-b24758f69ec9-730x945.png 730w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2025\/02\/63dc3b31-7dc7-49c2-b67b-b24758f69ec9.png 816w\" sizes=\"(max-width: 791px) 100vw, 791px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/checklist\/new-hire-onboarding-hr-checklist-63dc3b31-7dc7-49c2-b67b-b24758f69ec9\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS CHECKLIST TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p><strong>Related<\/strong>: <a href=\"https:\/\/venngage.com\/blog\/onboarding-checklist\/\" target=\"_blank\" rel=\"noreferrer noopener\">14+ Editable Onboarding Checklist Templates for Businesses<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>7. HR compliance checklist<\/strong><\/h4>\n\n\n\n<p>If you&#8217;re creating a checklist job aid for a complicated process like the annual <a href=\"https:\/\/venngage.com\/blog\/hr-compliance-checklist\/\" target=\"_blank\" rel=\"noreferrer noopener\">HR Compliance Audit<\/a>, you may need more than one page. Here&#8217;s an example of a multi-page job aid checklist you can edit and print out for your own audit:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/checklist\/hr-compliance-checklist-pdf-47a5bdb1-7235-4c98-b229-f7dcfa7b30ec\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1.png\" alt=\"HR compliance audit checklist PDF job aid example\" class=\"wp-image-59542\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1.png 960w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1-152x300.png 152w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1-520x1024.png 520w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1-768x1512.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1-780x1536.png 780w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/HR-Compliance-Checklist-1-730x1437.png 730w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/checklist\/hr-compliance-checklist-pdf-47a5bdb1-7235-4c98-b229-f7dcfa7b30ec\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS CHECKLIST TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p><strong>Related<\/strong>: <\/p>\n\n\n\n<ul>\n<li><a href=\"https:\/\/venngage.com\/blog\/training-checklist\/\" target=\"_blank\" rel=\"noreferrer noopener\">11 (Non-Boring) Training Checklist Templates to Keep Employees on Track<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/venngage.com\/templates\/checklist\/work\" target=\"_blank\" rel=\"noopener\">More Work Checklist Templates<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/venngage.com\/blog\/standard-operating-procedure-checklist\/\" target=\"_blank\" rel=\"noreferrer noopener\">15+ Standard Operating Procedure Checklists for Better Workflow and Smoother Training<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/venngage.com\/blog\/hr-compliance-checklist\/\" target=\"_blank\" rel=\"noreferrer noopener\">HR Compliance Checklist: A Brief Guide [+ Templates]<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>8.<\/strong> <strong>Safe work practices checklist template<\/strong><\/h4>\n\n\n\n<p>Clustering tasks is&nbsp;even more&nbsp;useful in more detailed checklists, like in the cleaning checklist job aid below. Employees won&#8217;t be as overwhelmed; they feel <strong>empowered to react to&nbsp;one (short) list at a time.<\/strong><\/p>\n\n\n\n<p>This is especially&nbsp;key for checklists for safe work practices where the&nbsp;health of workers is at stake.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/checklist\/cleaning-job-aid-checklist-d5072cd2-07f9-40be-808e-98e6a7257dc7\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Cleaning-Job-Aid-Checklist-Template.png\" alt=\"safe work practices job aid checklist template\" class=\"wp-image-59543\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Cleaning-Job-Aid-Checklist-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Cleaning-Job-Aid-Checklist-Template-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Cleaning-Job-Aid-Checklist-Template-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Cleaning-Job-Aid-Checklist-Template-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Cleaning-Job-Aid-Checklist-Template-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/checklist\/cleaning-job-aid-checklist-d5072cd2-07f9-40be-808e-98e6a7257dc7\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS JOB AID TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p><strong>Work checklists should be living, breathing documents.&nbsp;<\/strong><\/p>\n\n\n\n<p>Ask for input and update the list right away to get a more effective standard work checklist that has buy-in from the actual people who use it!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5\"><strong>Flowchart job aid<\/strong> <strong>templates<\/strong><\/h3>\n\n\n\n<p>Flowchart job aids help employees make decisions on the job and finish tasks \u2014 with certain conditions.<\/p>\n\n\n\n<ol>\n<li>Requires several yes or no decisions.<\/li>\n\n\n\n<li>Needs the decisions to be made in sequence.<\/li>\n\n\n\n<li>Will be completed in different ways based on each decision.<\/li>\n<\/ol>\n\n\n\n<p><strong>How to design a successful flowchart job aid:<\/strong><\/p>\n\n\n\n<ol>\n<li>Include a&nbsp;short introduction for context \u2014 but&nbsp;<em>only<\/em> if it&#8217;s essential.<\/li>\n\n\n\n<li>Use short sentences and short words.<\/li>\n\n\n\n<li>Make sure there&#8217;s lots of white space.<\/li>\n\n\n\n<li>Contrast alternate&nbsp;paths&nbsp;with different colors.<\/li>\n\n\n\n<li>Use bullet points to condense instructions within a node.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>9.<\/strong> <strong>Decision-making job aid template<\/strong><\/h4>\n\n\n\n<p>Flowcharts definitely need to be planned first. Sketch out the number of steps and decide how complex you want it to be.<\/p>\n\n\n\n<p>Start from a blank canvas or <strong>pick a template<\/strong> that best mirrors the process you want to visualize. Whatever you choose,&nbsp;<strong>start the flow in the upper, left-hand corner <\/strong>as that&#8217;s how people usually read.<\/p>\n\n\n\n<p>This&nbsp;flow chart job aid template (which can also double as an on-the-job training template) is a fairly simple linear design:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/financial-disciplinary-process-flowchart-76aa2c17-7e53-479a-8f64-735ab1bc5be3\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Financial-Disciplinary-Process-Flowchart-Template.png\" alt=\"decision making flowchart job aid template financial disciplinary flowchart\" class=\"wp-image-59532\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Financial-Disciplinary-Process-Flowchart-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Financial-Disciplinary-Process-Flowchart-Template-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Financial-Disciplinary-Process-Flowchart-Template-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Financial-Disciplinary-Process-Flowchart-Template-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Financial-Disciplinary-Process-Flowchart-Template-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/financial-disciplinary-process-flowchart-76aa2c17-7e53-479a-8f64-735ab1bc5be3\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS CHART TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Keep the flow chart simple! Include only essential points so employees can follow the flow with ease. <strong>Use contrasting colors<\/strong> to&nbsp;differentiate flows, like the blue and yellow color schemes above.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>10.<\/strong> <strong>Decision-making flowchart template<\/strong><\/h4>\n\n\n\n<p>Use different shapes and colors for different options. &#8220;Start here&#8221; is in a smaller, dark rectangle so the workers immediately know where to begin the flow.<\/p>\n\n\n\n<p>&#8220;Yes\/No&#8221; options are dark circles. Instructions are green rectangles and &#8220;Call Closed&#8221; endpoints are smaller, orange rectangles. Very easy to understand.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/teal-escalation-process-flowchart-e2395a40-1d9c-433d-a31c-e7a2084abeea\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template.png\" alt=\"decision making job aid flowchart template \" class=\"wp-image-59534\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template-194x300.png 194w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template-663x1024.png 663w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template-768x1187.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template-994x1536.png 994w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Teal-Escalation-Process-Flowchart-Template-730x1128.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/teal-escalation-process-flowchart-e2395a40-1d9c-433d-a31c-e7a2084abeea\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS CHART TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>11. Sales process job aid template<\/strong><\/h4>\n\n\n\n<p>If you prefer the employee to follow a particular path in the flowchart, put it in a different, brighter color. For example,&nbsp;the less preferred flow could be in grey, while the preferred one is a bright green.<\/p>\n\n\n\n<p>You can also replace certain parts of the flowchart with icons to add more visual cues to it. This flowchart job aid template makes use of icons to express the &#8220;Yes\/No&#8221; options:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/online-sales-process-flowchart-e3eac4db-dfcf-4bae-b216-ab86b7ab26dc\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Sales-Process-Flowchart.png\" alt=\"online sales process job aid flowchart template\" class=\"wp-image-59535\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Sales-Process-Flowchart.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Sales-Process-Flowchart-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Sales-Process-Flowchart-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Sales-Process-Flowchart-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Online-Sales-Process-Flowchart-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/online-sales-process-flowchart-e3eac4db-dfcf-4bae-b216-ab86b7ab26dc\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS DIAGRAM TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>12. Swimlane flowchart job aid template<\/strong><\/h4>\n\n\n\n<p>If the task in question requires several inputs from different departments, you can create a <a href=\"https:\/\/venngage.com\/blog\/swimlane-diagram\/\" target=\"_blank\" rel=\"noreferrer noopener\">swimlane flowchart<\/a>. Here&#8217;s an example:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/swimlane-process-flow-2c0da00c-8eb3-4ca9-8db5-14cc26812e4f\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart.png\" alt=\"swimlane flowchart job aid template\" class=\"wp-image-59537\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart.png 1632w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart-300x194.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart-1024x663.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart-768x497.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart-1536x994.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Internal-Sales-Swimlane-Process-Flowchart-730x472.png 730w\" sizes=\"(max-width: 1632px) 100vw, 1632px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/swimlane-process-flow-2c0da00c-8eb3-4ca9-8db5-14cc26812e4f\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS DIAGRAM TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p><strong>13.<\/strong> <strong>Recruitment process flowchart job aid template<\/strong><\/p>\n\n\n\n<p>This short job aid template shows the process of hiring a physician. It also explains the hiring factors to consider, such as candidate&#8217;s skills, educational background and cultural fit. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/physician-recruitment-process-flowchart-7e173ab4-b08a-4840-bb0e-a9b319206637\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Physician-Recruitment-Process-Flowchart.png\" alt=\"physician recruitment process flowchart job aid template\" class=\"wp-image-59538\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Physician-Recruitment-Process-Flowchart.png 1344w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Physician-Recruitment-Process-Flowchart-300x182.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Physician-Recruitment-Process-Flowchart-1024x622.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Physician-Recruitment-Process-Flowchart-768x466.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Physician-Recruitment-Process-Flowchart-730x443.png 730w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/physician-recruitment-process-flowchart-7e173ab4-b08a-4840-bb0e-a9b319206637\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS DIAGRAM TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>14. Training job aid flowchart template<\/strong><\/h4>\n\n\n\n<p>For a process that contains more steps or if you need more space so you can elaborate on the steps, you can use this training job aid flowchart template:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/clinical-data-management-process-flowchart-78526642-150f-4649-91af-aa5cb69b4f76\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Clinical-Data-Management-Process-Flowchart.png\" alt=\"process flowchart template job aid\" class=\"wp-image-59539\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Clinical-Data-Management-Process-Flowchart.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Clinical-Data-Management-Process-Flowchart-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Clinical-Data-Management-Process-Flowchart-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Clinical-Data-Management-Process-Flowchart-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Clinical-Data-Management-Process-Flowchart-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/clinical-data-management-process-flowchart-78526642-150f-4649-91af-aa5cb69b4f76\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS JOB AID TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7\"><strong>Decision table job aid templates<\/strong><\/h3>\n\n\n\n<p>Decision table&nbsp;job aids help employees make decisions \u2014 with certain conditions.<\/p>\n\n\n\n<p><strong>You should use a decision table job aid format if&nbsp;the&nbsp;task:<\/strong><\/p>\n\n\n\n<ol>\n<li>Has several variables.<\/li>\n\n\n\n<li>Does not need to be completed in a certain order.<\/li>\n\n\n\n<li>Has&nbsp;a moderate number of options tied to each variable.<\/li>\n<\/ol>\n\n\n\n<p><strong>How to design a successful&nbsp;decision table job aid:<\/strong><\/p>\n\n\n\n<ol>\n<li>Stick to essential information only.&nbsp;Just the facts, ma&#8217;am.<\/li>\n\n\n\n<li>Use&nbsp;bullet points with short words and short sentences.<\/li>\n\n\n\n<li>Add&nbsp;icons to&nbsp;each section as a quick visual reference.<\/li>\n\n\n\n<li>Include&nbsp;a bold header in large font.<\/li>\n\n\n\n<li>Use row dividers in different colors to help break up sections.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>15. Table of risk for medical decision making<\/strong><\/h4>\n\n\n\n<p>Color is key for highlighting risk in a decision table. A gradient from green (little risk) to red (high risk) drives home the message.<\/p>\n\n\n\n<p>Icons help support the message. You could&nbsp;swap the icons to symbolize the category or identify the type of risk involved.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/key-medical-risk-principles-decision-table-9c35611c-0090-4249-bf6d-b34aea6f3cde\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template.png\" alt=\"table of risk job aid template\" class=\"wp-image-59544\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template.png 1632w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template-300x194.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template-1024x663.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template-768x497.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template-1536x994.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Key-Medical-Risk-Principles-Decision-Table-Template-730x472.png 730w\" sizes=\"(max-width: 1632px) 100vw, 1632px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/key-medical-risk-principles-decision-table-9c35611c-0090-4249-bf6d-b34aea6f3cde\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8\"><strong>Reference&nbsp;guide job aid templates<\/strong><\/h3>\n\n\n\n<p>Reference guide&nbsp;job aids deliver information employees need to finish a task.<\/p>\n\n\n\n<p><strong>You should use a&nbsp;reference guide job aid format if&nbsp;the&nbsp;task:<\/strong><\/p>\n\n\n\n<ol>\n<li>Doesn&#8217;t need to be done in a certain order.<\/li>\n\n\n\n<li>Involves&nbsp;data an employee needs to refer to.<\/li>\n<\/ol>\n\n\n\n<p><strong>How to design a successful reference guide job aid:<\/strong><\/p>\n\n\n\n<ol>\n<li>Use simple icons or illustrations as bullet points.<\/li>\n\n\n\n<li>Use&nbsp;the same style of graphics throughout.<\/li>\n\n\n\n<li>Use&nbsp;white space to avoid overwhelming the reader with information.<\/li>\n\n\n\n<li>Break out the information into&nbsp;easy-to-digest chunks.<\/li>\n\n\n\n<li>Use&nbsp;short sentences and short words.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>16.<\/strong> <strong>Quick reference guide template<\/strong><\/h4>\n\n\n\n<p>Infographics really shine as reference guides. They&#8217;re clear, visual and easy to follow.<\/p>\n\n\n\n<p>Here&#8217;s how not to go off the rails with your design: <strong>keep every element, whether shapes or header fonts or icon styles, consistent.<\/strong><\/p>\n\n\n\n<p>Keep your header, sub-header and body fonts the same. If you use illustrations, they should all have the same style and colors. Use the same shapes: squares for backgrounds and circles for numbers, like in the example below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/employee-reference-guide-job-aid-b7e77a32-061c-459b-b514-f3b512b7fc0d\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template.png\" alt=\"employee reference guide job aid template\" class=\"wp-image-59545\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template-136x300.png 136w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template-464x1024.png 464w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template-768x1695.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template-696x1536.png 696w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Reference-Guide-Job-Aid-Infographic-Template-730x1611.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/employee-reference-guide-job-aid-b7e77a32-061c-459b-b514-f3b512b7fc0d\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>The above&nbsp;job aid is <strong>clear and aesthetically pleasing<\/strong> because:<\/p>\n\n\n\n<ul>\n<li>The <strong>illustrations<\/strong> are all the same style, size and colors.<\/li>\n\n\n\n<li>The grey background squares are all the same<strong> shape<\/strong> and are all aligned as if on a grid.<\/li>\n\n\n\n<li>The <strong>text<\/strong> color scheme, size and&nbsp;font&nbsp;are&nbsp;consistent throughout.<\/li>\n\n\n\n<li>There is plenty of <strong>white space<\/strong> in the background to avoid making the design look cluttered.<\/li>\n\n\n\n<li>The <strong>color scheme<\/strong> is simple, with teal used as an accent color to highlight important information.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>17. Home inspection job aid template<\/strong><\/h4>\n\n\n\n<p>Don&#8217;t worry about adding too much &#8220;flair&#8221; to your job aid. <strong>Focus on repeating design elements and keeping them aligned and consistent<\/strong>. This is the best way to make your job aid accessible and effective.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/home-inspection-safety-procedure-reference-guide-5f210f22-8c61-4255-a28d-84a9c8ffeb3f\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection.png\" alt=\"job aid template reference work aid \" class=\"wp-image-62437\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection-149x300.png 149w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection-509x1024.png 509w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection-768x1545.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection-763x1536.png 763w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-home-inspection-730x1469.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/home-inspection-safety-procedure-reference-guide-5f210f22-8c61-4255-a28d-84a9c8ffeb3f\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Again, the above reference guide job aid is perfectly aligned, the icon styles are consistent and there is plenty of white space around each point.<\/p>\n\n\n\n<p>Nervous about creating perfect alignment? Venngage templates do this for you. Our icon replace function&nbsp;will realign elements for you automatically. <\/p>\n\n\n\n<p>Another tip: icons help with comprehension and engagement and<strong> make your job aids more accessible. <\/strong>Symbols help those with different learning styles better understand your job aid.<\/p>\n\n\n\n<p><strong>Related<\/strong>: <a href=\"https:\/\/venngage.com\/blog\/accessible-design\/\" target=\"_blank\" rel=\"noopener\">How to Create Accessible Designs<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>18. Tech software quick user guide<\/strong><\/h4>\n\n\n\n<p>Also on the theme of accessibility, make sure any text is at the sixth-grade reading level. And keep your fonts readable. Keep your font size as large as possible, avoid fonts with &#8220;flourishes&#8221; (serif fonts) and avoid patterned backgrounds to keep text legible.<\/p>\n\n\n\n<p>The below software quick user guide has a simple grey background and consistently uses the same, simple font.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/tech-software-quick-user-guide-0787ae4c-cc6a-4085-a523-41c676e15c89\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template.png\" alt=\"tech software quick user guide job aid example\" class=\"wp-image-59547\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template-110x300.png 110w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template-375x1024.png 375w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template-768x2100.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template-562x1536.png 562w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template-749x2048.png 749w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Tech-Software-Quick-User-Guide-Template-730x1996.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/tech-software-quick-user-guide-0787ae4c-cc6a-4085-a523-41c676e15c89\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3\"><strong>How to create a job aid<\/strong>?<\/h2>\n\n\n\n<p>Strong copy and visuals are key when creating a job aid. That said,&nbsp;they&#8217;re only <em>part<\/em> of the process.<\/p>\n\n\n\n<p><strong>A truly great job aid<\/strong> should have a specific outcome and buy-in from managers. Once created, it is tested and revised until perfect.<\/p>\n\n\n\n<p>In this section, we&#8217;ll teach&nbsp;you how to plan, create and test your job aids. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/how-to-create-a-job-aid-steps-infographic-d6bc4bf5-30a8-4321-83b3-683b87eb4156\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/How-to-Create-a-Job-Aid.png\" alt=\"how to create a good job aid\" class=\"wp-image-59524\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/How-to-Create-a-Job-Aid.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/How-to-Create-a-Job-Aid-209x300.png 209w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/How-to-Create-a-Job-Aid-712x1024.png 712w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/How-to-Create-a-Job-Aid-768x1105.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/How-to-Create-a-Job-Aid-730x1050.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><figcaption class=\"wp-element-caption\"><center>A job aid on how to create a job aid. You can&#8217;t get <em>more<\/em> meta than that.<\/center><\/figcaption><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/how-to-create-a-job-aid-steps-infographic-d6bc4bf5-30a8-4321-83b3-683b87eb4156\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\">Step <strong>1: Gather information and&nbsp;get buy-in<\/strong><\/h3>\n\n\n\n<p>First, think of who you&#8217;re creating the job aid for. An effective job aid is one that&#8217;s made specifically for its target audience. Is the job aid for C-level executives, entry-level employees, or a role in between?<\/p>\n\n\n\n<p>Make sure&nbsp;you&#8217;re communicating the right message by&nbsp;interviewing&nbsp;a subject matter expert or even individual employees. Doing online audience research is helpful, <strong>but always back it up with one-on-one interviews.<\/strong><\/p>\n\n\n\n<p>Focus your needs analysis on what&nbsp;your audience already knows and what they need to learn from a job aid. Let employees tell <em>you<\/em>&nbsp;what <em>they<\/em> want to learn.&nbsp;360Learning has a great guide to the&nbsp;bottom-up needs analysis&nbsp;approach.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><a href=\"https:\/\/360learning.com\/blog\/training-needs-analysis\/\" target=\"\u201c_blank\u201d\" rel=\"\u201cnofollow\u201d noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/Needs-Analysis-360Learning.jpeg\" alt=\"Needs Analysis for Job Aids\" class=\"wp-image-41933\" width=\"700\"\/><\/a><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Source: 360 Learning<\/p>\n\n\n\n<p>Once you&#8217;ve completed the needs analysis, <strong>get buy-in from managers<\/strong>. Talk&nbsp;with managers about how you&#8217;ll introduce the job aid to employees and who will&nbsp;make sure it gets used. Iron out expectations for employees \u2014 how and when they should use the work aid and how they&#8217;ll receive feedback.<\/p>\n\n\n\n<p>Make sure your job aid strategy is aligned with the managers who will enforce&nbsp;it! Getting alignment from the get-go ups&nbsp;the chances your job aid will actually be effective.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"format\"><strong>Step 2: Pick a&nbsp;job aid format<\/strong><\/h3>\n\n\n\n<p><strong>The right format for your job aid depends largely on the&nbsp;task at hand<\/strong>. Is it a straightforward <a href=\"https:\/\/venngage.com\/blog\/step-by-step-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">step-by-step<\/a> process&nbsp;or does the worker&nbsp;need to make decisions along the way? Should the job aid be in one format e.g. a <a href=\"https:\/\/venngage.com\/features\/checklist-maker\" target=\"_blank\" rel=\"noreferrer noopener\">checklist<\/a> or a flowchart, or a combination of both?<\/p>\n\n\n\n<p>You can also consider the media for your job aid: a poster, video, audio, app or handout.<\/p>\n\n\n\n<p>Here I&#8217;ve included one example for each job aid format \u2014 to edit the template or to read more information about it, just click on the template.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Step-by-step job aids<\/strong><\/h4>\n\n\n\n<p><strong>When to use: <\/strong>Ideal for linear tasks that must be completed in a specific order, like onboarding new hires, assembling equipment, or completing compliance steps. It helps people follow a process confidently, one action at a time.<\/p>\n\n\n\n<p>The 10-step work aid template below is an excellent example of how you can use infographics to visualize steps in a work-related task:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/job-aid-with-screenshots-10e11f46-0469-48b8-86c5-4a6766efa0f8\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints.png\" alt=\"10-Step Process Work Aid Template\" class=\"wp-image-62433\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints-136x300.png 136w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints-464x1024.png 464w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints-768x1694.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints-696x1536.png 696w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-health-care-complaints-730x1610.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/job-aid-with-screenshots-10e11f46-0469-48b8-86c5-4a6766efa0f8\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Flowchart job aids<\/strong><\/h4>\n\n\n\n<p><strong>When to use:<\/strong> Best for processes that involve decision points or multiple outcomes. A flowchart helps users visualize different paths based on specific conditions or choices.<\/p>\n\n\n\n<p>This is an example of sales aids, in the form of a flowchart:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/diagrams\/sales-flowchart-2eb75ac4-f2af-4920-81af-2756f46a4546\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart.png\" alt=\"flowchart job aid template\" class=\"wp-image-62434\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart.png 1632w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart-300x194.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart-1024x663.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart-768x497.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart-1536x994.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-flowchart-730x472.png 730w\" sizes=\"(max-width: 1632px) 100vw, 1632px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/diagrams\/sales-flowchart-2eb75ac4-f2af-4920-81af-2756f46a4546\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS DIAGRAM TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Checklist job aids<\/strong><\/h4>\n\n\n\n<p><strong>When to use:<\/strong> Use a checklist when consistency is key, like quality assurance, training or safety checks. It keeps users organized, reduces errors and ensures no step gets missed.<\/p>\n\n\n\n<p>For more standard work checklists like the one below, click on the above link to jump to the section on job aid checklists.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/checklist\/training-new-employee-checklist-bfe7717f-1a7e-45ad-8421-f43c052b77f9\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-checklist-training-new-employees.png\" alt=\"Training New Employee Checklist\n\" class=\"wp-image-62435\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-checklist-training-new-employees.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-checklist-training-new-employees-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-checklist-training-new-employees-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-checklist-training-new-employees-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-checklist-training-new-employees-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure>\n\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/checklist\/training-new-employee-checklist-bfe7717f-1a7e-45ad-8421-f43c052b77f9\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS JOB AID TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Decision table job aids<\/strong><\/h4>\n\n\n\n<p><strong>When to use:<\/strong> Use this format for comparing multiple options or variables, such as choosing between service plans or troubleshooting scenarios. It helps simplify complex decisions into clear, structured outcomes.<\/p>\n\n\n\n<p>As its name suggests, decision table helps compare information and guides your decisions. You can use this decision table work aid while consulting your clients on health plans, for example:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/medical-aid-plans-comparison-infographic-740f14f8-a073-48ab-95f8-fd299cd430c8\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans.png\" alt=\"decision table work aid template\" class=\"wp-image-62436\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans.png 1632w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans-300x194.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans-1024x663.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans-768x497.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans-1536x994.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/10\/job-aid-decision-table-medical-aid-plans-730x472.png 730w\" sizes=\"(max-width: 1632px) 100vw, 1632px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/medical-aid-plans-comparison-infographic-740f14f8-a073-48ab-95f8-fd299cd430c8\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Reference guide job aids<\/strong><\/h4>\n\n\n\n<p><strong>When to use:<\/strong> Great for non-sequential tasks where users need quick access to key information. Reference guides work well for procedures, standards or terminology that can be consulted as needed.<\/p>\n\n\n\n<p>The most general of all, reference guide job aids assist employees in completing a task where the specific order of steps isn&#8217;t the top priority:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/healthcare-accessibility-job-aid-template-d6b5427e-0212-4006-97ef-8503ba28f18c\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template.png\" alt=\"healthcare accessibility job aid template\" class=\"wp-image-59546\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template-134x300.png 134w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template-456x1024.png 456w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template-768x1723.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template-685x1536.png 685w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Healthcare-Accessibility-Job-Aid-Template-730x1638.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/healthcare-accessibility-job-aid-template-d6b5427e-0212-4006-97ef-8503ba28f18c\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Write the job aid<\/strong><\/h3>\n\n\n\n<p>Job aids are instructions, so stick with&nbsp;<strong>short&nbsp;sentences<\/strong> that start with an <strong>action verb<\/strong>.<\/p>\n\n\n\n<p>You want to instruct the employee <em>exactly<\/em> what to do. Be direct.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul>\n<li><strong>Enter<\/strong>&nbsp;your company email address and password.<\/li>\n\n\n\n<li><strong>Click on<\/strong> &#8220;Time Off&#8221; in the&nbsp;left navigation bar.<\/li>\n\n\n\n<li><strong>Press<\/strong> &#8220;5&#8221; when prompted.<\/li>\n\n\n\n<li><strong>Wipe down<\/strong> your hot desk with the provided disinfected wipes at the end of the day.<\/li>\n\n\n\n<li><strong>Print out<\/strong> the past call log.<\/li>\n<\/ul>\n\n\n\n<p>Be consistent with your action verbs. If you&nbsp;write&nbsp;&#8220;<strong>enter<\/strong> your login name\/password\/data&#8221; don&#8217;t then write&nbsp;&#8220;<strong>plug in<\/strong> your login name\/password\/data&#8221; later. Too confusing. Stick with &#8220;enter.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Test your job aid in the real world<\/strong><\/h3>\n\n\n\n<p>Before you release your job aid into the wild, test out a prototype. Include copy and a simple design only. Give it to a few people who&#8217;d actually use it on the job. Observe them using it, if possible. Get feedback.<\/p>\n\n\n\n<p><strong>Revise the job aid until it&#8217;s as effective as it can be.<\/strong><\/p>\n\n\n\n<p>You can run a survey to get feedback. Sample questions include:<\/p>\n\n\n\n<ul>\n<li>Were any steps unclear?<\/li>\n\n\n\n<li>Were you unsure about anything?<\/li>\n\n\n\n<li>Were any steps out of order?<\/li>\n\n\n\n<li>Were the steps easy to follow?<\/li>\n\n\n\n<li>Did you need <em>more<\/em> information&nbsp;at any point?<\/li>\n\n\n\n<li>Was there <em>too much<\/em> information at any point?<\/li>\n\n\n\n<li>Was anything not covered?<\/li>\n<\/ul>\n\n\n\n<p>Then, present your findings to your team or decision makers using an infographic like this one:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/employee-q-and-a-372f9612-f1d9-4ac5-8222-ddd82f56a63a\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/Employee-Survey-Results-Template.png\" alt=\"Employee Survey Results Job Aid Template\" class=\"wp-image-41913\" width=\"500\"\/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/employee-q-and-a-372f9612-f1d9-4ac5-8222-ddd82f56a63a\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Make sure you get <strong>sign-off<\/strong> from managers or other stakeholders, too. Their buy-in will make sure&nbsp;your job aid is actually used the way it was intended.<\/p>\n\n\n\n<p>Work with them to figure out the job aid&#8217;s medium \u2014 digital or printed \u2014 and how it should be distributed. Be&nbsp;specific about how&nbsp;employees should use your job aid: print out and put it in a specific binder, save it as an image to their desktop etc.<\/p>\n\n\n\n<p>This is kind of meta, but you can use an infographic to explain how workers should use your job aid infographic. Edit this template in Venngage and make it &#8220;6 Tips for Using Your New Job Aid.&#8221; Delete sections as required, then share or download.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><a href=\"https:\/\/venngage.com\/templates\/infographics\/6-tips-back-to-work-after-a-pandemic-infographic-a0fa6dcf-2359-4517-9048-b5c5422bb7ab\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/6-Tips-Back-To-Work-After-A-Pandemic-Infographic-Template.png\" alt=\"6 Tips Back To Work After A Pandemic Infographic Template\" class=\"wp-image-42009\" width=\"500\"\/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/infographics\/6-tips-back-to-work-after-a-pandemic-infographic-a0fa6dcf-2359-4517-9048-b5c5422bb7ab\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS INFOGRAPHIC TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p><strong>How do you&nbsp;prove the effectiveness of your job aid?<\/strong> Here are some markers:<\/p>\n\n\n\n<ul>\n<li>Customer satisfaction scores improve.<\/li>\n\n\n\n<li>Tasks are completed with more accuracy.<\/li>\n\n\n\n<li>Managers get fewer repetitive questions from employees.<\/li>\n\n\n\n<li>Employees report significant knowledge and skill gains in surveys.<\/li>\n\n\n\n<li>Measure actions to determine productivity increases.<\/li>\n<\/ul>\n\n\n\n<p><strong>Related:&nbsp; <a href=\"https:\/\/venngage.com\/blog\/employee-development-plan-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\">12+ Employee Development Plan Examples for Businesses<\/a><\/strong><\/p>\n\n\n\n<p>Put your results in a simple, easy-to-digest report. Use this template and send it via email or instant messenger&nbsp;or add it to an existing presentation or other document.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/modern-letter-fe82a0f5-b602-4613-bcbc-250af8692c42\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/Modern-Report-Template.png\" alt=\"Modern Report Job Aid Template\" class=\"wp-image-42003\" width=\"500\"\/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/modern-letter-fe82a0f5-b602-4613-bcbc-250af8692c42\" target=\"_blank\" rel=\"noopener\">\n<button class=\"btn-cta\"><b>EDIT THIS REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Above all, <strong>it&#8217;s not just about the numbers<\/strong>. <a href=\"https:\/\/venngage.com\/blog\/data-storytelling\/\" target=\"_blank\" rel=\"noreferrer noopener\">You need to tell a story<\/a>: the problem,&nbsp;job aid goals, successes and what needs to be done next.<\/p>\n\n\n\n<p>That&#8217;s why <a href=\"https:\/\/venngage.com\/blog\/what-is-an-infographic\/\" target=\"_blank\" rel=\"noreferrer noopener\">infographics<\/a> are&nbsp;great for reporting \u2014 they combine data and narrative in an engaging and easy-to-understand format.<\/p>\n\n\n\n<p>Now, let&#8217;s take a closer look at the different types of job aid formats you can use. For each format, there will also be job aid examples and templates you can edit.<\/p>\n\n\n\n<p><strong><em>Prefer to watch instead? Check out this video for a summary, plus templates, design tips and more:<\/em><\/strong> <\/p>\n\n\n\n<p style=\"text-align: center;\"><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/PK-_TmyrEZE\" width=\"560\" height=\"315\" frameborder=\"0\" align=\"center\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Best practices for creating job aids<\/strong><\/h3>\n\n\n\n<p>Creating effective job aids isn\u2019t just about listing steps, it\u2019s about helping people learn and perform with confidence. Here are some best practices to make your job aids clear, useful and easy to follow:<\/p>\n\n\n\n<ul>\n<li><strong>Apply instructional design principles:<\/strong> Build your job aid with a clear structure, simple visuals and short, actionable steps. Focus on how people <em>use<\/em> the information, not just how it\u2019s presented.<\/li>\n\n\n\n<li><strong>Use action verbs:<\/strong> Lead each step with strong verbs like <em>identify<\/em>, <em>complete<\/em>, <em>submit<\/em> or <em>review<\/em>. Clear, direct language helps users know exactly what to do next.<\/li>\n\n\n\n<li><strong>Identify your target audience:<\/strong> Think about who will use the job aid. Consider their skill levels, pain points and how they prefer to learn. The best job aids feel intuitive because they\u2019re made with the user in mind.<\/li>\n\n\n\n<li><strong>Promote a knowledge-sharing culture:<\/strong> Treat job aids as living documents. Encourage teams to share feedback, suggest improvements and update information so knowledge stays current and collective.<\/li>\n\n\n\n<li><strong>Design for clarity and accessibility:<\/strong> Keep your layout simple and your visuals purposeful. Use icons, flowcharts or color cues to make key information easy to find and understand.<\/li>\n\n\n\n<li><strong>Test and refine:<\/strong> Before finalizing, test your job aid in real-world scenarios. Gather feedback and make tweaks to ensure it\u2019s practical, user-friendly and truly supports performance on the job.<\/li>\n<\/ul>\n\n\n\n<p>Want to create clear, employee-friendly resources beyond job aids? Check out our guide on <a href=\"https:\/\/venngage.com\/blog\/how-to-create-good-employee-handbook\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to create a good employee handbook<\/a>. It covers structure, tone and design tips to make your handbook engaging and easy to follow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Job aids in instructional design &amp; training programs<\/strong><\/h3>\n\n\n\n<p>Job aids play a major role in instructional design and employee training by turning complex lessons into practical, easy-to-follow steps. Instead of overwhelming learners with long sessions, training job aids reinforce foundational knowledge and help employees apply what they\u2019ve learned directly on the job.<\/p>\n\n\n\n<p>Incorporating job aids training into your training program shortens training time without sacrificing quality. For example, employees can use a training guide or learning resource to refresh key procedures, reducing the need for repeated instruction or supervision. These tools make learning more continuous and performance-driven.<\/p>\n\n\n\n<p>Job aids also serve as part of a company\u2019s performance support system, giving employees quick access to actionable guidance right when they need it most. Whether it\u2019s job training for new hires or ongoing upskilling for experienced staff, well-designed job aids bridge the gap between formal learning and real-world performance.<\/p>\n\n\n\n<p>By integrating aids training and visual guide training into your L&amp;D strategy, you not only empower employees to work more independently but also boost confidence and consistency across teams, all while improving efficiency and long-term retention.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"8\"><strong>How job aids improve&nbsp;employee performance<\/strong>?<\/h2>\n\n\n\n<p><a href=\"https:\/\/venngage.com\/blog\/learning-and-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learning and development<\/a> professionals can use job aids&nbsp;to <a href=\"https:\/\/venngage.com\/blog\/employee-development-plan\/\" target=\"_blank\" rel=\"noreferrer noopener\">improve employee performance<\/a>.<\/p>\n\n\n\n<p>No, really. Peregrine Performance Group found that <strong>employee proficiency went up by 50 percent<\/strong> when they cut a one-week training course to a day <em>and<\/em> added an eight-page job aid.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Job-Aid-Proficiency.png\" alt=\"job aid increases employee proficiency\" class=\"wp-image-59523\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Job-Aid-Proficiency.png 1200w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Job-Aid-Proficiency-300x157.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Job-Aid-Proficiency-1024x536.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Job-Aid-Proficiency-768x402.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Job-Aid-Proficiency-730x382.png 730w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure><\/div>\n\n\n<p>Job aids act as performance support tools, giving employees actionable knowledge exactly when they need it. Whether it\u2019s remembering a key process, solving a complex issue or testing a new workflow, job aids help people complete tasks efficiently and achieve their goals with confidence.<\/p>\n\n\n\n<p>Integrating job aids into your company\u2019s knowledge base makes them even more powerful. Centralized access ensures employees can find answers instantly, which reduces dependency on supervisors and speeds up problem-solving.<\/p>\n\n\n\n<p>When done right, job aids directly impact business metrics and outcomes \u2014 fewer errors, faster onboarding, higher employee confidence and better customer satisfaction. They don\u2019t just help people work; they help them work smarter.<\/p>\n\n\n\n<p>To do this effectively, job aids should be:<\/p>\n\n\n\n<ul>\n<li>Simple<\/li>\n\n\n\n<li>Highly relevant to the task at hand<\/li>\n\n\n\n<li>Well-designed and easy to use<\/li>\n<\/ul>\n\n\n\n<p><strong>Related:<\/strong> <a href=\"https:\/\/venngage.com\/blog\/employee-training-and-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create a Successful Employee Training and Development Program Using Visuals<\/a><\/p>\n\n\n\n<p><em>Obviously, a&nbsp;badly designed, confusing, poorly written or incomplete job aid will hurt more than it helps.<\/em><\/p>\n\n\n\n<p>We&#8217;re here to teach you how to create engaging, useful job aids. Let&#8217;s get started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"9\"><strong>How to create a job aid&nbsp;with Venngage<\/strong>?<\/h2>\n\n\n\n<p>Venngage is a <strong>simple but powerful design platform<\/strong> to make infographics and other&nbsp;visuals&nbsp;for business.<\/p>\n\n\n\n<p>Here are four simple steps to create a job aid with Venngage: <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Pick a job aid template<\/strong><\/h3>\n\n\n\n<p>Go to <a href=\"https:\/\/venngage.com\/templates\" target=\"_blank\" rel=\"noreferrer noopener\">Venngage&#8217;s Template Library<\/a>, search for job aid templates and select a preferred layout. Don&#8217;t worry about the colors, images, fonts etc. \u2014 these can all be changed later.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><a href=\"https:\/\/venngage.com\/templates\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/Screen-Shot-2021-08-26-at-2.02.49-PM.png\" alt=\"job aid template library on Venngage\" class=\"wp-image-50495\" width=\"800\"\/><\/a><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Customize your job aid template<\/strong><\/h3>\n\n\n\n<p>Here are some quick ways to customize a job aid template in Venngage:<\/p>\n\n\n\n<ul>\n<li>Click to edit any of the <strong>text <\/strong>(and&nbsp;text&nbsp;style).<\/li>\n\n\n\n<li>Change the <strong>background color<\/strong> or add a pattern\/gradient.<\/li>\n\n\n\n<li><strong>Add or remove sections<\/strong>. Resize your canvas manually or use Magic Resize for Business plan users.<\/li>\n\n\n\n<li>Add your <strong>brand colors<\/strong>&nbsp;and apply them to any template automatically with&nbsp;<a href=\"https:\/\/venngage.com\/blog\/my-brand-kit\/\" target=\"_blank\" rel=\"noreferrer noopener\">My Brand Kit<\/a> for Business plan users.<\/li>\n\n\n\n<li>Upload your <strong>logo<\/strong>.<\/li>\n\n\n\n<li>Access&nbsp;our in-editor library of thousands of<strong> free icons and illustrations<\/strong>.<\/li>\n\n\n\n<li>Add <a href=\"https:\/\/venngage.com\/templates\/charts\" target=\"_blank\" rel=\"noreferrer noopener\">charts<\/a> or <a href=\"https:\/\/venngage.com\/blog\/what-is-an-infographic\/\" target=\"_blank\" rel=\"noreferrer noopener\">infographics<\/a> and edit the&nbsp;data and style easily.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image wp-image-41996\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/Replace-icon-v1.gif\" alt=\"Replace--icon-v1 job aid\" class=\"wp-image-41996\" width=\"800\"\/><figcaption class=\"wp-element-caption\"><center>Replacing an icon in Venngage using our replace menu<\/center><\/figcaption><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/brand-kit-2.gif\" alt=\"my brand kit Venngage\" class=\"wp-image-59198\" width=\"800\"\/><figcaption class=\"wp-element-caption\"><center>Add brand colors to your job aid using My Brand Kit<\/center><\/figcaption><\/figure><\/div>\n\n\n<p><strong>Related<\/strong>: <a href=\"https:\/\/venngage.com\/blog\/infographic-template\/\" target=\"_blank\" rel=\"noopener\">How to Customize Your Infographic Template in Venngage<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Collaborate with your team&nbsp;<\/strong><\/h3>\n\n\n\n<p>Invite&nbsp;people to your Venngage team with <a href=\"https:\/\/venngage.com\/blog\/venngage-for-business\/\" target=\"_blank\" rel=\"noopener\">Venngage for Business<\/a> and edit the job aid template&nbsp;together in real time. You can also add comments, send private links and organize your designs into folders.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"566\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/collab-new-color-small.gif\" alt=\"real time collaboration on Venngage\" class=\"wp-image-59548\"\/><figcaption class=\"wp-element-caption\"><center>Collaborating with team members in Venngage in real time<\/center><\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Download your job aid<\/strong><\/h3>\n\n\n\n<p>Free users can share their designs via a link. Paid users can download designs as a PDF, Interactive PDF, PNG, PNG HD or PowerPoint format.<\/p>\n\n\n<div class=\"wp-block-image wp-image-41997\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/01\/download.gif\" alt=\"download job aid gif\" class=\"wp-image-41997\" width=\"800\"\/><figcaption class=\"wp-element-caption\"><center>Downloading your Venngage design to your computer.<\/center><\/figcaption><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/infograph.venngage.com\/register\" target=\"_blank\" rel=\"noopener\"><br><button class=\"btn-cta\"><b>SIGN UP FOR FREE TODAY<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq\"><strong>FAQs about job aids\/work aids<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aid-or-aide\"><strong>Is it job aid or job aide?<\/strong><\/h3>\n\n\n\n<p><strong>Job aid<\/strong> is the correct answer.<\/p>\n\n\n\n<p>Both <strong>&#8220;aid&#8221;<\/strong> and <strong>&#8220;aide&#8221;<\/strong> refer to the concept of helping. But <strong>&#8220;aide&#8221;<\/strong> can only refer to a person i.e. an assistant. This means you can use &#8220;<strong>job aide<\/strong>&#8221; to describe someone that assists you with your tasks, but you can&#8217;t use it to describe objects like work instructions \u2014 or, <strong>job aids<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>When should you not use a job aid?<\/strong><\/h3>\n\n\n\n<p>There are certain situations where you shouldn&#8217;t use a job aid. These include:<\/p>\n\n\n\n<ul>\n<li>Time-sensitive tasks that demand the worker&#8217;s full attention. Examples include machinery operation or delicate procedures (e.g. medical surgery) where the task performer must know exactly how to complete it on time and without distraction.<\/li>\n\n\n\n<li>Training replacement. Job aids can assist, but not substitute training.<\/li>\n\n\n\n<li>Constantly changing tasks. If a task changes too many times in a short period, creating and editing the job aid can become a chore. You can work on perfecting the procedure first before condensing it into a job aid.<\/li>\n\n\n\n<li>When using job aids can reduce the user&#8217;s credibility. If you keep on referencing cheatsheets, you can appear incompetent \u2014 especially when you&#8217;re supposedly an expert in the field. Of course, this doesn&#8217;t mean that you should pretend to know what to do while in fact you don&#8217;t. What this means is that you should work on committing the task to memory and only refer to job aids if needed. <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What&#8217;s the difference between a job aid and a work instruction?<\/strong><\/h3>\n\n\n\n<p>All work instructions are job aids, but not all job aids are work instructions.<\/p>\n\n\n\n<p>While job aids assist employees in completing a task, <a href=\"https:\/\/venngage.com\/blog\/work-instruction\/\" target=\"_blank\" rel=\"noreferrer noopener\">work instructions<\/a> describe the correct, exact way to perform that task. For this reason, work instructions often appear as a step-by-step guide and can be considered <a href=\"#4\">a category under job aids<\/a>. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How is a job aid different from a training manual?<\/strong><\/h3>\n\n\n\n<p>A job aid and a training manual serve distinct purposes. Job aids are designed to provide on-the-job assistance, functioning as quick reference tools that help employees perform tasks accurately without memorizing all steps. In contrast, training manuals are comprehensive documents intended to provide in-depth knowledge and understanding of a subject, process, or job role. These manuals are detailed and used during training sessions, workshops, or self-study periods to build foundational knowledge. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What makes a good job aid?<\/strong><\/h3>\n\n\n\n<p>A good job aid is clear, concise and actionable. Use strong action verbs, simple language and visuals to guide users and keep it task-focused so it\u2019s easy to scan and apply instantly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Where can I find free job aid templates?<\/strong><\/h3>\n\n\n\n<p>You can find free, editable job aid templates in Venngage\u2019s <a href=\"https:\/\/venngage.com\/templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">template library<\/a>. Choose a design, customize it to your process and share it instantly with your team.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What\u2019s the best format for a job aid?<\/strong><\/h3>\n\n\n\n<p>It depends on your task. Use checklists for consistency, flowcharts for decisions, reference guides for quick info or step-by-step templates for linear processes. Pick the format that best supports how your users work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How do job aids support training programs?<\/strong><\/h3>\n\n\n\n<p>Job aids complement training by offering just-in-time support. They reinforce learning, improve on-the-job performance and help employees recall key steps long after formal training ends.<\/p>\n\n\n\n<p><strong>You may also be interested in: <\/strong><\/p>\n\n\n\n<ul>\n<li><a href=\"https:\/\/venngage.com\/blog\/training-materials\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create Engaging Training Materials with Visuals (+ 20 Templates &amp; Examples)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/venngage.com\/blog\/work-instruction-vs-sop\/\" target=\"_blank\" rel=\"noreferrer noopener\">Work Instruction vs SOP: Which is Better?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/venngage.com\/blog\/training-plan-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">20+ Training Plan Templates for Every Business Need<\/a><\/li>\n<\/ul>\n\n\n\n<script type=\"application\/ld+json\">{\n  \"@context\": \"http:\/\/schema.org\",\n  \"@type\": \"VideoObject\",\n  \"name\": \"How to EASILY Create Job Aids [20+ Customizable Templates]\",\n  \"description\": \"Need a simple yet powerful way to produce engaging job aids that'll help employees succeed? 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In this blog post, I will&nbsp;teach you [&hellip;]<\/p>\n","protected":false},"author":72,"featured_media":99697,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false},"categories":[189],"tags":[245,276,295],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"A job aid is a simple, clear device or instruction on how to do a work task. 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