
what to do
Before beginning your Dispatcher training, take a few moments to review this.
Getting organized from the start will allow you to:
learn faster,
retain more information,
and get the most out of your training experience.
Best Practices
Step-by-Step Learning Plan
Set up your workspace:
Quiet spot, stable internet, notebook (or OneNote/Google Docs), and a folder to store PDFs/BOLs/templates.
Create your study schedule:
45–60 minutes per session / 4–5 times a week. Put it on your calendar.
Pass 1 — Overview (Day 1–2)
Read the entire PDF once without stopping.
Light highlight only: Mark headings, key definitions (BOL, TONU, FCFS, etc.),
and action steps.
Pass 2 — Active notes (Days 3–7)
Read a second time and take structured notes (by chapter/section).
Add examples from the PDF (e.g., sample rate confirmations, BOL notes, detention/TONU wording).
Build your personal glossary (Dispatcher ↔ Broker phrases, equipment terms: Dry Van, Reefer, Flatbed).
Pass 3 — Questions & answers (Week 2)
Create a question list from anything unclear (e.g., “When do I request detention?” “How to verify broker credit?”).
Answer your questions from the PDF first. Note page numbers.
Flag remaining doubts for a follow-up session or your 1-on-1 call with Roxana.
Pass 4 — Tools & templates (Week 2)
Assemble a “Ready Kit”:
Rate confirmation checklist
Broker follow-up email snippets
Cancellation / TONU request phrases
BOL checklist (pages, seals, signatures, “Accepted in Good Condition”)
Factoring submission checklist (RC + BOL)
Trip Permits: Bookmark the Trip Permit by State section in your PDF and save the links you’ll use most (e.g., your region). Create a quick reference sheet.
Practice & retention (Week 3)
13. Teach-back method: Explain a section out loud (or to a friend). If you can teach it, you own it.
14. Role-play scripts: Practice the negotiation script and follow-up phrases (phone + email).
15. Active recall: Close the PDF and write from memory: steps to book a load, verify factoring credit, request detention/TONU, send invoice.
Application (Week 3–4)
Mini-scenarios:
A load is canceled at pickup → draft the TONU email.
Driver delayed 3 hours at receiver → draft detention request with timestamps.
Address mismatch on BOL vs. RC → draft the broker clarification and updated RC request.
Build your file system:
Broker folders → Year → Month → Load (RC + BOL + emails).
Factoring folder → submissions + confirmations.
Polish & next steps
Create your “Dispatcher One-Pager”:
Daily checklist, negotiation questions, top email templates, key numbers.
Weekly review (15–20 min):
What did I learn? What’s still fuzzy? What’s next?
(Optional) 1-on-1 with Roxana:
Bring your remaining questions, practice live broker calls, and do a final role-play.