4 Critical Benefits of Pairing Digital Daily Checklists With an LMS

Sarah Greesonbach | 6.2 min read

Enterprise organizations today have a training problem.

No, the problem is not content, or delivery. Learning management platforms (LMS) like Wisetail continue to provide a versatile variety of options when it comes to developing content and disseminating it to employees. 

But when it comes to applying that knowledge and tracking the outcomes? That’s where few organizations have the operations and implementation part of the process squared away. 

It goes like this: After working through the onboarding process, employees are set loose to contribute to their role within the organization. For thousands of employees across hundreds of locations, it’s then up to managers and leadership to find a way to track every single task an employee is responsible for, such as: 

  • Do employees know this task must be completed? 
  • Do employees have access to all of the necessary requirements of completing this task?
  • Are employees completing the task regularly?

Until now, organizations have had to track that manually. But Wisetail’s Digital Daily Checklist tool moves this process into a virtual system that combines the power of checklists with the power of the LMS, putting people, processes, and performance into one system.

At Wisetail, we’ve found digital daily checklist tools provide powerful support to daily operations in four key ways, allowing one system to feed into the other and facilitate an incredibly effective feedback loop. Here’s how:

1. Easy access promotes real-time status reports

Employees and managers manage a lot of moving parts throughout the day, which means there’s a lot to remember. Today, these details are captured on paper and stored in binders, or perhaps typed into the system once or twice a month to document what happened after the fact.

When an organization can incorporate a digital daily checklist tool into its existing LMS, employees can access everything they need in one place. It becomes more convenient for employees to be consistent about filling out the checklist, leading to higher utilization rates across departments and locations and easier access to updated information about operations in real-time.

2. Encourage compliance-friendly behaviors

In our experience, most compliance errors occur by accident. It’s not usually malicious intent that causes compliance problems — it’s that an organization has a lack of scaffolding in place to support the right behavior. Employees don’t know or aren’t sure of what to do, so they take their best guess, improvise, and move on with their day. 

Digital daily checklists that link into your existing LMS make it easier for employees to keep track of important compliance issues and perform and record tasks the correct way. And because all of the data is captured digitally, recorded forever, and available for everyone in the tool to see, it’s also easier for managers and leadership to track and maintain oversight into compliance status.

3. Support stronger performance

Another important thing happens when managers and leadership have access to real-time insights into which tasks are completed via a digital daily checklist — it suddenly becomes much easier to monitor performance and provide accurate feedback to employees as they seek to improve in their roles. 

With digital daily checklists tied to an employee’s profile within an LMS, it becomes a simple and easy thing to track training outcomes and daily performance against operational metrics. With the click of a button, stakeholders can see what’s getting done, when, and by whom, and assess performance accordingly. And because this can be accomplished without sorting through endless binders of detailed, manually-captured data, it can be done more frequently.

4. Pave a path for learning in the flow of work


By far, the biggest potential in connecting a digital daily checklist with an LMS is in paving the way for just-in-time learning, or learning in the flow of work. All too often, employees experience an intense training and onboarding process and are asked to learn an incredible amount of information that is critical to performing their job. But very few employees are capable of absorbing this content 100% — they need to reference that training material over a long period of time, and in the context of their daily work. 

Just-in-time learning allows an organization to prompt employees with access to the specific training they need exactly when they need it. Employees then have everything they need to accomplish a task quickly and correctly without waiting for further instruction.

Make Training an Advantage, Not a Liability


In today’s uncertain business environment, talent remains the most important competitive advantage an organization can have. Digital daily checklists that feed directly into the existing LMS empower organizations with a sensitive feedback loop between tasks, performance, and training. The result is a workforce that has exactly what it needs in order to do it’s best on the job.

Click here to connect with a specialist and learn more about operational checklists on the Wisetail LMS platform.

Chat with the Wisetail team today.


Sarah is a writer for Wisetail. By analyzing and condensing cutting-edge research and data, she helps L&D professionals develop their instincts and arrive at actionable insights for employee engagement and training. She loves to consider the possibilities of humanizing, organizing, and minimalizing all things HR.