Webinar round-up: How to engage your team with Trail

Engage, empower and incentivise your teams with these tips from our latest webinar
Gemma Holmes
Mar 2023
4 min read

Teamwork can be the secret to success within a business, but without effective communication or the necessary buy-in from all team members it can be difficult to achieve.  With that in mind our latest webinar detailed how to engage your teams with all things operational, compliance and more by using Trail.

You can watch the full webinar here and in the meantime here are the top takeaway tips from the session.

1. Utilise Trail’s core features during set-up

Start this process with Task Descriptions.

Task Descriptions are added within the Task Editor and as the name suggests give your team richer detail about each task with the ability to add files, images or videos as supporting documents. Think of these descriptions as FAQs on important tasks, meaning the team can take the lead and if in doubt, can refer to these descriptions for support to manage them independently.

We’d also recommend scheduling.

Scheduling allows you to give direction on when these tasks should be completed, either at specific times or between several time-slots. Giving your team enough time to complete important tasks isn’t just good for productivity, it’s also beneficial for morale given you can schedule these tasks at specific times that work for the team.

Finally as part of setting up Trail, make sure you’re using tags.

Using tags effectively means that while you have full oversight of all activities within the business, separate teams can filter based on their department to streamline their workflow and avoid any unnecessary time wasted on sifting through non-relevant tasks. This sounds like a small detail, but for individual team members this can be impactful - for example there might be 100 tasks for the wider team, but as a chef, you might only need to focus on 10.

2. Build good team habits

Start those habits with solidifying good communication into team activity.

Trail allows teams to write handovers and keep all relevant information in the same place. Leaving comments under specific tasks allows teams to add richer detail and context. Essentially, using Trail means that everyone has access to the necessary information and communication can be housed under one portal.

It’s also beneficial to assign one team member as a Trail Champion.

Having a team member designated as the go-to for Trail helps to drive engagement and understanding across the business. Trail Champions can support with feedback from the wider team ensuring that Trail evolves as the business does. The benefits of doing this include empowering certain team members with professional development as well as helping to collate team feedback into actionable changes across the business.

Finally, use Trail to incentivise teams.

Our Site Scores feature allows teams to measure their progress based on day-to-day completion of tasks. The scores are presented in a traffic light colour scheme that’s easy for everyone to understand. Incentivise your teams with this feature, rewarding high-scoring sites and calling out successes.

3. Understand where your teams need support

Start this process with maximising the reporting features in Trail.

Task reports allow you to understand what is affecting your score. This could result in findings that show your teams might need a little more time to complete certain tasks. These reports also might highlight areas where your teams could benefit from extra training.

The same function can be used to support staffing needs.

Recruitment is still a significant issue for hospitality, which is why Trail can be so impactful helping your teams to do more with less. By adding clear instructions for tasks, checklists, processes and even training for new members of staff, this can save time for other staff that would otherwise need to support. On top of that, centralised reporting means that stakeholders can access relevant information without the need for site visits or manual reporting. These processes all add up and mean less time is wasted across the business.

For more insights into how to engage your team with Trail, check out the full webinar.

What customers are saying

"I f****** love Trail, it's taking my businesses to the next level."
Josh Paterson
"We rarely provide training to our guys, they just bought into the idea straight away. I love that I have a full visual of everyone's activity in front of me."
Katrin Toots
Compliance Manager
“It’s not a paper diary that’s covered in barbecue sauce. We have clarity over what’s done in our sites and are confident going into our audits.”
Jay Brown
“The EHO visited almost every site last year and every store was given a five star rating."
Jay Brown
Operations Chef
"We turned our Costa Checks and various compliance forms into regular tasks on Trail, which has contributed to some of the best scores we have had."
Delroy Daniels
Operations Director
"Our teams love it, it gives our managers of all levels absolute clarity on what they need to achieve every day."
James Brown
Operations Director

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