Short answer: book a monday.com scan when you suspect the setup itself is the problem, and book monday.com training when the setup is sound but people do not use it well. If you are not sure, start with the scan. Training people on a structure that does not work teaches them to work around it, and that makes the next clean-up harder.
We get this question every week, usually phrased as "our team does not really use monday.com, can you come and train them?". Sometimes training is exactly right. Just as often, the real cause sits in the account: twelve versions of the same project board, status labels that mean different things per team, or a dashboard that pulls from boards nobody updates. Below is how we tell the two apart.
What a scan does and what training does
| monday.com scan | monday.com training | |
|---|---|---|
| Question it answers | Is our account set up the right way? | Do our people know how to work in it? |
| What gets looked at | Boards, workspaces, automations, integrations, dashboards, permissions | How people navigate, update, automate and report |
| Who does the work | A senior consultant, with input from one or two admins or key users | Your team, guided by a consultant |
| Typical duration | 5 to 10 working days, including the report and walkthrough | Sessions of 2 to 4 hours, up to multi-day workshops |
| What you walk away with | A prioritised list of improvements, quick wins and a roadmap | People who can do more on their own, on their own workflows |
| Changes the setup? | Recommends changes; you decide who implements them | No, it teaches people to use the setup they have |
Both are part of Elevate, the stage where we help organisations that already run monday.com get more out of it. They solve different problems, which is why picking the wrong one first wastes time and budget.
Signs that you need a scan first
These symptoms come from the structure of the account. No amount of training removes them:
- The same thing lives in several places. Two or three project boards per department, each with slightly different columns, because every team copied and tweaked its own.
- Nobody trusts the dashboards. Management checks the numbers in Excel anyway, because widgets pull from boards that are half updated or filtered on the wrong status.
- Status labels mean different things. "Done" in sales is "waiting for invoice" in finance. Cross-team reporting becomes guesswork.
- Automations nobody can explain. Items move or notifications fire and nobody remembers which rule does it, or who created it.
- Permissions grew organically. Former employees still own boards, guests see more than they should and private boards hide work that others depend on.
- Your setup was built by someone who left. The logic lived in one person's head. That is one of the most common reasons we are asked to step in.
A monday.com scan is an independent audit by a senior consultant. We review workflow structure and boards, the use of views, automations and integrations, and governance, permissions and security. You receive a clear picture of what works and what does not, concrete quick wins, opportunities for automation and AI, and a prioritised roadmap, with a personal walkthrough. It also works when someone else implemented your account.
Signs that training is the right first step
Training pays off when the structure is fine but the people are not getting value from it:
- The boards make sense, but updates come late. People fall back on email or chat because they are not comfortable in the interface yet.
- New colleagues get stuck. Onboarding depends on a busy colleague who explains things "when there is time".
- You pay for features nobody uses. You are on Standard or Pro, yet automations, timeline views and dashboards stay untouched.
- Each team works differently in the same board. Not because the board is wrong, but because nobody agreed on how to use it.
- Your admin is unsure. The person who manages users and permissions does it by trial and error.
Our monday.com training comes in levels. Basic for teams who want to master the fundamentals, Advanced for teams that want complex automations, integrations and dashboards, Admin for workspace admins and IT leads, and Custom tracks that combine modules. Sessions run in Dutch, English, French or German, on site or remote, and always on your own workflows rather than a demo account.
A five-minute test you can do yourself
Open the board your team uses most and answer these five questions. Count the "no" answers.
- Is there exactly one board (or one connected set of boards) for this process?
- Does every status label have one meaning that everyone agrees on?
- Can you explain every automation on this board, and who owns it?
- Would you show the dashboard built on this board to your management without checking the numbers first?
- Does everyone who should see this board have access, and nobody else?
Two or more "no" answers: start with a scan. The issues are structural, and training would build habits on top of them. Zero or one: your setup is probably sound, and training will give the quickest return.
Why the best order is usually scan, then training
In accounts that have been running for more than a year, we almost always recommend both, in that order. The scan tells you what to change. Once the structure is cleaned up, training is built on the improved boards, so people learn the way of working you actually want to keep. Training before the clean-up means teaching a process that will change a few weeks later.
There is a second benefit. The scan shows which teams struggle most and with which features, so the training can be targeted: an Admin session for the people managing permissions, an Advanced session for the team that needs automations, and a short Basic refresher for occasional users. That is cheaper and more effective than putting everyone in the same room for a day.
What happens after the scan
The report belongs to you. Some organisations implement the recommendations themselves, using the prioritised list. Others ask us to do the clean-up, and many continue with managed services: a dedicated senior consultant as the single point of contact for all monday.com questions, so the account does not drift back into the state the scan found.
