What is a Job Aid?
A job aid is a print or electronic document containing information and guidance for supporting the task at hand. It is often one sheet (front or front and back) but some are longer.
Other terms: checklist, cheat sheet, planner
Common Types of Job Aids
Step Action Table
A procedure where each row contains one step of the procedure and explains the action of that step.
Sets of "If-then" statements to guide decisions based on specific conditions.
A table of similar items, often with brief descriptions or explanations. Examples: primary vendors, company job titles, shipping rates.
A list of items used to ensure consistency. Present in a logical order (chronological, alpha, etc.)
A graphical representation of a process where each step is represented by a different symbol.
Examples of Job Aids (This is a Reference List)
ASK THESE QUESTIONS FIRST
Will using the job aid at the moment of need cause any problems?
IF YES, a job aid is a bad solution. The person may need to to remember the information or a system solution may be needed.
Is speed or fluent ability to perform the task(s) critical?
IF YES, a job isn't the solution. The person must be able to perform without support.
In some cases, a job aid cannot work. These are two common reasons why. Job aids may, however, be useful in these situations during training.
ASK THESE QUESTIONS NEXT
Is the information or task complicated and important?
IF YES, a job aid is valuable and likely to be used.
Is the task performed infrequently?
IF YES, a job aid can be extra helpful because the work may have been forgotten.
Do people need to assess whether they are doing the task to standard?
IF YES, a job aid can provide guidance and criteria.
Are there a lot of things to remember?
IF YES, a job aid can reduce the load on memory.
Is the price of making errors high?
IF YES, a job aid can provide needed guidance at the moment of need.
The more times you answer YES, the more likely a job aid will be helpful (all things being equal).
Example: Onboarding Job Aid (This is a Checklist)