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Lessons Learned from Training Clients to use WordPress

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Lessons I've learned from client training and tips on how to communicate with your web vendor to get the most out of your WordPress websites

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Lessons Learned from Training Clients to use WordPress

  1. 1. Lessons Learned From Client Training How to communicate with your web vendor to get the most out of your WordPress websites phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  2. 2. INTRO Types of training available āā Training courses - levels of wordpress knowledge OR it’s a build-a-site-in-a-day kinda thing āāOne-on-One training āāOnline video training āā In-dashboard training āā Community Forums āā Support desk for themes and plugins āā Blogs and tutorials phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  3. 3. LESSON #1 Every WordPress site is different phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  4. 4. LESSON #1 Every WordPress site is different User tips: āā Be clear with your web developer which bits you expect to be able to update, and ask for instructions as part of the handover āā If you’re buying a theme, check that it comes with at least a basic level of support phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  5. 5. LESSON #2 Assume nothing phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  6. 6. LESSON #2 Assume nothing User tips: āā Be upfront with your developer on how much you know about the internet, WordPress, and websites in general āā If you’re buying a theme, ask as many pre-sale questions as you can phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  7. 7. LESSON #3 Guide decisions instead of giving options phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  8. 8. LESSON #3 Guide decisions instead of giving options User tips: āāWhen it comes to design and options panels, allow your web vendor to help you make good decisions āāDespite there being 3000 different homepage options, YOUR website probably only needs 1 āā It’s ok to ask for a mockup of the homepage before any development work is done phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  9. 9. LESSON #4 Shortcode has the word code in it and therefore it is scary phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  10. 10. LESSON #4 Shortcode has the word code in it and therefore it is scary User tips: āā If you’re not comfortable with the idea of the shortcodes, flag it. In a custom design you shouldn’t encounter too many āā Some themes use shortcodes to build layouts, so consider this if you are choosing a theme to DIY - it can become difficult when switching themes phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  11. 11. LESSON #5 Simplify the interface phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  12. 12. LESSON #5 Simplify the interface User tips: āāWhen you see your WordPress dashboard and menus for the first time, make certain you know what things are. If you don’t, politely ask for a run through āā Look for the ‘screen options’ tab in the top right hand corner of your WordPress dashboard phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  13. 13. LESSON #6 Be patient phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  14. 14. LESSON #6 Be patient User tips: āā Ask as many questions as you need. If you’ve only ever used Squarespace or Wix, expect a small learning curve āā If you’re buying a theme to DIY, check that it comes with at least a basic level of support phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  15. 15. LESSON #7 Don’t ignore the conversation about SEO phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  16. 16. LESSON #7 Don’t ignore the conversation about SEO User tips: āāWeb developers and SEO’ers have different skill sets and rarely are experts at both āā SEO services will be offered to you with seperate price tags and timelines āā You may be referred to an additional vendor such as and SEO copywriter for a more tailored SEO services phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  17. 17. LESSON #8 Take your developer hat off and speak like a human phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  18. 18. LESSON #8 Take your developer hat off and speak like a human User tips: āā Let your developer know when you don’t understand something. This will remind them that they need to communicate with you better āā The language a web vendor uses should not become a barrier to you understanding what is going on with your site - ask them to explain it in human terms phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  19. 19. LESSON #9 Be prepared phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  20. 20. LESSON #9 Be prepared and have an agenda User tips: āāUnless pre-arranged, don’t expect to be taught how to add new functionality or design elements during your first website training session. āā If you’re getting 1-1 training, list your priorities āā Prepare the material for a demo (text, images etc) phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  21. 21. LESSON #10 Empower, encourage and inspire confidence phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  22. 22. LESSON #10 Empower, encourage and inspire confidence User tips: āā Check online to see if there is a free WordPress meetup if there is one in your area āā If using a theme framework, pay attention to the community using it āāNever stop learning phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  23. 23. BONUS... Bring Snacks!! phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  24. 24. TOOL KIT Some of my favourites... I’ll pop all the links on my website phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd
  25. 25. Web: phasecreative.com.au Twitter: @phasecreative Email: hello@phasecreative.com.au Phone: 0402 040 049 Location: Sydney Cath Beaton is a Sydney based WordPress consultant, trainer and web designer with a passion for helping small business professionals maximise their online impact. Thank you :-) phasecreative.com.au/wordcamp-sydney-2014 @phasecreative #wcsyd

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