Software Job Aid Template — Provide Clarity When it Matters Most | PeopleReadi

Many software rollouts run into challenges because employees don’t have clear guidance when they need it most.

This template helps you provide simple, step-by-step support — so people know exactly what to do in the moment and can complete tasks accurately and confidently.

The Software Job Aid Template provides a practical, people-centered way to document key steps, tips, and common challenges — turning training and instructions into clear, usable guidance at the point of work.

It clarifies tasks.
It supports confident action.

Together, this helps employees work accurately, efficiently, and with confidence.

What This Template Helps You Do

Use this template to:

• Provide clear, step-by-step guidance for common tasks
• Reduce confusion and reliance on memory during daily work
• Support employees at the moment they need help
• Reinforce training with easy-to-use reference material

What’s Included

Software Job Aid Template
An editable job aid document you can use to document task steps, screenshots, tips, and common challenges. Includes clear sections, sample text, and AI prompts to help you create practical, easy-to-follow guidance that supports people in real work situations.

Why This Template Adds Value

• Reduces frustration caused by unclear or forgotten steps
• Improves accuracy and consistency in daily tasks
• Supports confident action without slowing work down
• Reinforces a people-first approach to supporting performance

Who It’s Designed For

• Business owners and leaders supporting teams after go-live
• HR, operations, and training leads responsible for on-the-job support
• Small to medium businesses without extensive support documentation

What’s Included in Your Download

• 1 editable Word document (.docx)
• Built-in instructions, sample text, and AI prompts
• Guidance for shaping AI-generated content so it remains clear and human

Part of the PeopleReadi Software Rollout Series, this template helps support employees during daily work by making tasks easier to understand and complete.

Looking for end-to-end support?

Explore the complete PeopleReadi Software Rollout Series to guide your team from planning through go-live with a full set of templates designed to work together.

View the complete Software Rollout Series. (https://peoplereadi.gumroad.com/l/rtipab)