You don’t need a six-figure platform or a dedicated operations team to start optimizing your L&D processes. You need the right templates and guided practice.

In this hands-on session, you’ll work through five ready-to-use templates covering the most common L&D operational headaches:

• Managing incoming requests
• Keeping stakeholders informed
• Tracking project status
• Running efficient content reviews
• Capturing lessons learned after launch

Each template gets filled in with your real information during the session—so you leave with tools ready to deploy, not downloads that collect dust. Whether you’re a team of one or part of a larger group, these templates bring structure, visibility, and consistency to your work starting the week you get home. We'll do “before and after” scenario walkthroughs for each template,and you'll have time to work with each template and share your creative uses with peers in the room.

In this session, you will learn to:

• Explain how operational templates create consistency and efficiency across L&D workflows
• Customize five foundational learning operations templates using your own real-world project data
• Identify which template addresses your team’s most urgent operational gap and plan to implement it first
• Introduce operational templates to your team without creating resistance or over-engineering

This session is designed for L&D professionals who are new to learning operations as a concept. No experience with process design, project management tools, or operational frameworks is needed. If you’ve ever thought “there has to be a better way to manage this,” this session is for you.