Training for CMS Clients

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Training for CMS Clients

  1. 1. Training for CMS Clients Steve Burge Open Source Training Open Source Matters
  2. 2. Steve Burge
  3. 3. Most Training is Wasted
  4. 4. Most Training is Unfair <ul><li>“ You’ve been trained. Go do it.” </li></ul><ul><li>Life gets in the way. People forget. </li></ul><ul><li>Be realistic. Training is a process. </li></ul>
  5. 5. Four Parts to Training <ul><li>Content </li></ul><ul><li>Outcomes </li></ul><ul><li>Methods </li></ul><ul><li>Media </li></ul>
  6. 6. 1) Content
  7. 7. 1) Content <ul><li>“ Get rid of half the words on each page, then get rid of half of what’s left.” </li></ul><ul><li>- Steve Krug </li></ul>
  8. 8. 1) Content: Our Classes <ul><li>2007 </li></ul><ul><li>Morning: Articles, Menus, Extensions, User, Settings, Templates … </li></ul><ul><li>Afternoon: Ecommerce, Blogs, SEO, Community, Security, Kitchen Sink </li></ul><ul><li>2010 </li></ul><ul><li>First Day: Articles </li></ul><ul><li>Second Day : Extensions </li></ul>
  9. 9. 1) Content: K.I.S.S.
  10. 10. 1) Content: <ul><li>People really want to know what they don’t need to know </li></ul>
  11. 11. 1) Content: Joomla Example
  12. 12. 1) Content: Drupal Example
  13. 13. 1) Content: Wordpress Example
  14. 14. 1) Content: Types <ul><li>Procedures: do X, then Y, then Z </li></ul><ul><li>Facts: you can login at /wp-admin/ </li></ul><ul><li>Concepts: a widget is a small box </li></ul><ul><li>Processes: how a template works </li></ul><ul><li>Principles: what’s the strategy behind this decision? </li></ul>
  15. 15. 1) Content: Types <ul><li>Procedures </li></ul><ul><li>Facts </li></ul><ul><li>Concepts </li></ul><ul><li>Processes </li></ul><ul><li>Principles </li></ul>
  16. 16. 2) Outcomes
  17. 17. 2) Outcomes: <ul><li>“ Rarely is the question asked, is our children learning?&quot; </li></ul><ul><li>- George Bush </li></ul>
  18. 18. 2) Outcomes: Examples <ul><li>Procedures: the student can add articles to the site. </li></ul><ul><li>Facts: the student knows that we’re using Joomla 1.5 </li></ul><ul><li>Concepts: the student knows what a module is </li></ul>
  19. 19. 2) Outcomes <ul><li>“ Learn the rules so you know how to break them properly” </li></ul><ul><li>- Bruce Lee </li></ul>
  20. 20. 3) Methods
  21. 21. 3) Methods
  22. 22. 3) Methods: Joomla Procedure <ul><li>S: Sections </li></ul><ul><li>C: Categories </li></ul><ul><li>A: Articles </li></ul><ul><li>M: Menu links </li></ul>
  23. 23. 3) Methods: Drupal Procedure <ul><li>Roles: User Management >> Roles and create a role </li></ul><ul><li>Permissions: User Management >> Permissions and check boxes </li></ul><ul><li>Users: User Management >> Users, create a user and assign to the role </li></ul>
  24. 24. 3) Methods: <ul><li>Tell ‘em what you’ll tell ‘em </li></ul><ul><li>Show the procedure </li></ul><ul><li>Have students repeat the procedure with guidelines </li></ul><ul><li>Have the students repeat without guidelines </li></ul><ul><li>Tell ‘em what you told ‘em </li></ul>
  25. 25. 4) Media
  26. 26. 4) Media: <ul><li>Live: classroom training, webinars </li></ul><ul><li>2. Not live: books, videos, documentation </li></ul>
  27. 27. 4) Media: Classroom training <ul><li>Don’t. </li></ul><ul><li>Unless it’s a very, very small group or you really are a teacher. </li></ul><ul><li>Devs make terrible teachers </li></ul>
  28. 28. 4) Media: Webinar training <ul><li>Gotomeeting superior to Webex </li></ul><ul><li>Yuuguu.com </li></ul><ul><li>DimDim also </li></ul><ul><li>Gets very tiring quickly </li></ul><ul><li>Better for small chunks </li></ul>
  29. 29. 4) Media: Books <ul><li>Most books are terrible. Badly written by non-coders and confused about their audience. </li></ul><ul><li>Honorable mentions: </li></ul><ul><li>Joomla Start to Finish by Jen Kramer </li></ul><ul><li>Front-end Drupal by Emma-Jane Hogbin </li></ul>
  30. 30. 4) Media: Generic Videos <ul><li>Often disorganized or done by one-guy-in-his-parents-basement-with-Camtasia-and-$15-headset </li></ul><ul><li>OSTraining.com </li></ul><ul><li>Lynda.com </li></ul><ul><li>Lullabot.com (Drupal) </li></ul>
  31. 31. 5) Media: Custom Videos <ul><li>Jing.com </li></ul><ul><li>iShowU </li></ul><ul><li>Screenflow </li></ul><ul><li>Camtasia </li></ul>
  32. 32. Media: Documentation <ul><li>Screensteps: </li></ul><ul><li>Joomla has http://joomanuals.com </li></ul>
  33. 33. It’s a Ongoing Process <ul><li>“ A teacher is one who makes himself progressively unnecessary.” </li></ul><ul><li>- Thomas Carruthers </li></ul>
  34. 34. Most Common Mistakes <ul><li>Not seeing training as a process </li></ul><ul><li>Not using a combination of media </li></ul><ul><li>Changing the admin area design </li></ul>
  35. 35. Training Procedure <ul><li>Content </li></ul><ul><ul><li>Procedure </li></ul></ul><ul><ul><li>Facts </li></ul></ul><ul><ul><li>Concepts </li></ul></ul><ul><li>Outcomes </li></ul><ul><li>Methods </li></ul><ul><ul><li>Workflows </li></ul></ul><ul><li>Media </li></ul><ul><ul><li>Use a mix </li></ul></ul>
  36. 36. Further Reading <ul><li>Developing Technical Training </li></ul><ul><li>Ruth Colvin Clark </li></ul>
  37. 37. Questions
  38. 38. Thank you. <ul><li>Steve Burge </li></ul><ul><li>Open Source Training </li></ul><ul><li>Atlanta, USA </li></ul><ul><li>[email_address] </li></ul>

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