Try it Free

How to Audit Training

Books

Introduction

When teams inherit a mix of PDFs, slide decks, videos, job aids, and tribal knowledge, content becomes inconsistent fast. Some assets are outdated. Some are buried in folders. Some are great but hard to find. Others need to be rewritten or turned into something more interactive.

This worksheet gives you a simple, repeatable system to audit your product, software, and process training content. It will show you what to keep, what to update, what to convert into interactive tutorials, and what to retire.

Work through each section and fill in the tables as you go. The goal is not more content. The goal is better content that supports your learners across their entire journey and can be maintained easily as your product evolves.

Two Ways to consume this guide

1. Use a CustomGPT to automate audit

We took all the contents of the guide below and we put it behind a custom GPT where you could just upload your content asset and it'll run it through the rubric and scoring mechanisms below and audit for you

2. Manually go through the guide below

You can use the content we have below as a worksheet and follow step by step. This is a great way to be more hands on and add your own rubric or additional scoring mechanisms to your audit.

1. Using CustomGPT

If you prefer to use the custom GPT, here's a video explaining how it works.

Access Content Auditor GPT here.

 

2. Manually go through the guide

1. Content Inventory

Start by gathering everything you have today across every source. Visibility comes first.

  • PDFs
  • Slide decks
  • Videos or recorded walkthroughs
  • Job aids
  • Internal wiki pages
  • Confluence
  • SharePoint
  • Google Drive folders
  • Old LMS modules
  • Email attachments
  • Slack or Teams threads
  • Anything that teaches someone how to use your product or follow a process

Content Inventory Table

Use this table to list every asset you plan to audit.

2. Audit Each Asset

Duplicate this section for every item in your inventory.

Asset Name:

(Type here)

Link or location:

(Paste here)

A. Clarity and specificity

  • Explains why the workflow matters
  • States when it is used
  • Defines who the content is for
  • Explains expected learner outcomes
  • Jargon free
  • Clear and specific steps

Clarity Score (1 to 5): _____

B. Actionability

  • Steps are numbered
  • Instructions are precise
  • Shows the real workflow
  • Learner can complete the task using this alone

Actionability Score (1 to 5): _____

C. Multi modality alignment

  • Includes visuals or screenshots
  • Includes examples
  • Provides context before the clicks
  • Supports different learning styles

Modality Score (1 to 5): _____

D. Active vs passive learning

Passive formats

  • PDFs
  • Long videos
  • Slide decks

Active formats

  • Interactive tutorials
  • Simulations
  • Guided practice
  • Click through workflows

Is this asset active or passive? __________

Should this be converted to an interactive tutorial? Yes / No

E. Discoverability

  • Easy to find
  • Lives in a central hub
  • Tagged by role
  • Not buried or duplicated
  • Surfaces in the tools where work happens
  • Accessible across the learner journey

Discoverability Score (1 to 5): _____

F. Maintenance and governance

  • Clear owner
  • Last updated date included
  • Easy to edit
  • Screenshots not outdated
  • Not dependent on tribal knowledge

Maintenance Score (1 to 5): _____

G. Relevance and outcomes alignment

  • Supports actual job to be done
  • Reflects current workflows
  • Reduces errors or confusion
  • Avoids duplication
  • Still necessary today

Relevance Score (1 to 5): _____

Total Score

Add all scores: ______ / 35

3. Audit Scoring Table

Use this table if you want to score multiple assets at once.

4. Categorize Each Asset

Place every item into one of these four buckets.

Categorization Table

5. Convert to Tutorial Prioritization

Identify which workflows should become interactive tutorials first.

Tutorial Prioritization Table

6. Content Governance

Define ownership and maintenance so content stays accurate over time.

Governance Table

7. Learner Journey Coverage

Ensure each workflow has content across all four stages.

Learner Journey Coverage Table

8. What To Build Next

This table turns the audit into a roadmap.

Build Roadmap Table

9. Retirement Tracking

A clean removal process avoids confusion and content sprawl.

Retirement Table

10. Rewrite Planning

Use this table if assets need major rewrites.

Rewrite Planning Table

11. Executive Summary

Helps teams summarize findings to stakeholders.

Summary Table

12. Example Tutorials

11 STEPS

1. The first step is to open SalesForce Lightning and click the plus sign

2. Click New Contact

3. Click the Salutation drop and select the appropriate field

4. Click on the First name box and type in the contact's First Name

5. Hit the tab button on your keyboard or click the Last Name field and type in the contact's last name

6. Hit the tab button on your keyboard or click the email box and type in the contact's email

7. Scroll down and click the Phone field then type in the contact's phone number

8. Scroll down and select the correct account to associate this contact to. If the contact's account is not in your Salesforce, click the plus sign for New Account and follow the prompts to create their Company account

9. If applicable, click the "Title" field and type in the title of the contact

10. Click the save button

11. That's it. You're done. To learn more and try out building your own tutorials like this, visit: iorad.com/signup

Here's an interactive tutorial

https://www.iorad.com/player/1848040/SalesForce---How-to-add-a-new-contact

 

13. Final Notes

Once this audit is complete, you will have a fully documented picture of your training ecosystem. The next step is to rebuild high value workflows as interactive tutorials, retire outdated content, and maintain a clean, learner centered training library that supports onboarding, ramp, daily work, and refresher moments.