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Trucking Screening Programs: Stage 4 - Ensuring Readiness and Adoption

May 10, 2022

Today we’ll continue detailing steps you should take when rethinking your screening program, workflow, vendors, and overall strategy. We have created a 5-stage program you can use to ensure success for any change management project.

In this post, we’ll be looking at the fourth stage, which involves Readiness & Adoption. At the end of this phase, you will be taking your new program, workflows and integrations live!    

Readiness and Adoption task infographic

Stage 4: Readiness & Adoption

In the Readiness & Adoption stage, you’ll focus on processes, documentation and training employees.

We’ve broken this stage into 2 key steps:

1. Create Documentation and User Process

In this step, you will be creating documentation and processes for system users to reference when first switching to the new system. This will increase adoption and further complement your employee training.

  • Create new processes necessary to utilize system.  Use those who have helped build the program to put together documentation, SOPs, training sheets, etc.  
  • Work with IT and other stakeholders to create new/update existing help desk documentation for support.
  • Document all new process and workflows necessary for success along with plan to continually update.


Your Transition Team Leader should work with stakeholders to develop new processes, workflows and user documentation.  This documentation will help build confidence in using the new system and help to minimize customer satisfaction issues associated with system changes.

2. Conduct Employee Training & Readiness

Train all users on the new system, explaining new features, what’s changed, etc.  Present a clear timeline and set expectations for the production launch.

  • Train employees on the new system.
  • Announce timeline for launch and prepare internal staff.

Your Transition Team Leader should coordinate and train or assist in training staff on the usage of the new system.  Discuss expectations with staff and answer any final questions before going live with your new program.

Once you and your team are comfortable, work with your IT Team to take your new system live!

In the next stage, you will learn more on how to manage, scale, and iterate your system moving forward.

Below are links to all stages for this program:

  1. A better screening program for trucking - A 5 stage plan for success - Introduction
  1. A better screening program for trucking companies Stage 1: Pre-Planning
  1. A better screening program for trucking companies. Stage 2: Planning
  1. A better screening program for trucking companies. Stage 3: Platform Integration
  1. A better screening program for trucking companies. Stage 4: Readiness & Adoption
  1. A better screening program for trucking companies. Stage 5: Post Launch Review

We've mentioned Vault helping you along the way. We are currently offering a free comprehensive 30 minute program review which can help you make sure there are no red flags. A clearly defined program and policy ensures consistency, accuracy, and efficiency in your hiring process. Schedule today and we'll step through every aspect of your program and where you may be able to improve. There is no obligation or risk involved, and you'll receive a free report you can review with team members following the consultation.

Schedule your free review

The information and opinions expressed are for educational purposes only and are based on current practice, industry related knowledge and business expertise. The information provided shall not be construed as legal advice, express or implied. Consult with legal counsel before any action is taken or not taken in relation to information disseminated in this resource.

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