Operations Assistant Training Design Project
Lilly Hart
This project involved designing a complete training and onboarding pathway for a new Operations Assistant inside a complex online education business.
I created structured training materials that documented not just what to do, but how to think through daily, weekly, and monthly operational workflows. This included a Core Tools Overview, an Automations Overview, and a step-by-step training pathway that gradually moved the role from observation to independent execution.
The training system covered all primary ops platforms (ClickUp, Airtable, Zapier, Mighty Networks, ThriveCart, ConvertKit, and more), with clear explanations of what was automated, what required manual judgment, and when escalation was necessary. Written SOPs were paired with Loom walkthroughs to support different learning styles and reduce reliance on real-time support.
The result was a scalable enablement system that allowed the client to confidently hire, train, and delegate operational responsibility without creating bottlenecks or risking errors in live systems.
All training materials, systems overviews, and role responsibilities were centralized in ClickUp to create a single source of truth. This structure allowed new hires to progress through onboarding, execution, and oversight in a clear, trackable way — without relying on scattered docs or verbal handoff.
Operations Assistant Training Pathway — Overview
A structured onboarding and training pathway designed to bring a new Ops Assistant from system orientation to independent execution. Built to support judgment, accuracy, and confident ownership across daily, weekly, and monthly workflows.
Automations Overview — What’s Automated vs Manual
Documentation outlining key operational automations, triggers, and exceptions. Built to help ops team members understand what runs automatically, what requires human judgment, and how to troubleshoot when something breaks.
Core Tools Overview — Ops Systems Map
A clear, centralized overview of all core operational tools and how they interact. Created to reduce confusion, support faster onboarding, and ensure team members understand what each system is responsible for — and why.
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Posted Feb 9, 2026
Created a structured ops training pathway with tools overviews, automation logic, and SOPs to support scalable delegation and team onboarding.
