Download as PDF, PPTX
Uploaded byOomph, Inc.
How to Create a Comprehensive Training Manual for your Clients
The document outlines essential steps for creating a comprehensive training manual for clients, focusing on understanding client needs, planning training, choosing tools, providing resources, and accepting feedback. It emphasizes the importance of assessing clients' existing knowledge and learning styles, tailoring training to different user levels, and utilizing varied instructional formats like written instructions and screencasts. Additionally, it advises on testing training materials and adapting based on client feedback to ensure effective learning outcomes.
More Related Content
Similar to How to Create a Comprehensive Training Manual for your Clients
How to Create a Comprehensive Training Manual for your Clients
- 1. How to Createa Comprehensive Training Manual for your Clients
- 2. Oomph + WordCamp2016 | 9.30.2016 HANNA FUREY Digital Project Manager oomph.is/hfurey PHONE & EMAIL hfurey@oomphinc.com 401-553-5344 Hanna Furey Digital Project Manager Hanna is a Digital Project Manager at Oomph, Inc., a Providence based agency. Her job is all about using process to make things happen. Most importantly, she establishes and maintains strong professional relationships with her clients and works closely with Oomph’s creative and development teams to deliver successful, high-quality projects.
- 3.
- 4. Oomph + WordCamp2016 | 9.30.2016 Know Your Client Plan Your Training Choose Your Tools Provide Resources Test And Accept Feedback 3 2 1 4 5
- 5.
- 6. Oomph + WordCamp2016 | 9.30.2016 Training Needs Assessment Blended Learning Assessment
- 7. Oomph + WordCamp2016 | 9.30.2016 Training Needs Assessment Identify Your Client’s Level of Knowledge. Novice Little to no understanding of WordPress or Content Management Systems. Intermediate Has a basic understanding of how to navigate WordPress or Content Management Systems. Advanced Strong understanding of WordPress or Content Management Systems.
- 8. How to Createa Comprehensive Training Manual for your Clients Training Needs Assessment ● Have they ever used WordPress or a CMS before? ● Do they know basic HTML? ● Do they understand basic document formatting? ● Do they use Facebook or social media?
- 9. Oomph + WordCamp2016 | 9.30.2016 Blended Learning Assessment How Does Your Client Learn Best? Aural Learns through talking and listening. Visual Learns through reading well designed materials. Read / Write Learns through reading and writing.
- 10. Oomph + WordCamp2016 | 9.30.2016 Blended Learning Pt. 2 How Does Your Client Learn Best? Kinesthetic Learns through performing a task. Multimodal Learns through a combination of two or more learning methods .
- 11.
- 12. Oomph + WordCamp2016 | 9.30.2016 Where To Start Novice User Intermediate and Advanced Users
- 13. Oomph + WordCamp2016 | 9.30.2016 Take Stock of Functionality Where to Start Consider Your Tools Understand Your Client’s Goals Create Your Outline Plan Your Design
- 14. How to Createa Comprehensive Training Manual for your Clients Understand Your Client’s Goals ● Write a Goal Statement ● What actions and tasks will they need to perform? ● What will their workflow be?
- 15. How to Createa Comprehensive Training Manual for your Clients Take Stock of Functionality How steep is the learning curve? ● Will they need to create complex posts or pages? ● Will they need to interact with plugins or widgets? ● Will you need to research supplemental documentation?
- 16. How to Createa Comprehensive Training Manual for your Clients Create Your Outline ● The Basics ● Custom Functionality ● Research Additional Resources ● Get Feedback
- 17. How to Createa Comprehensive Training Manual for your Clients Consider Your Tools ● Written Instruction ● Screencast ● Annotated Images ● One on One ● Supplemental Resources
- 18. How to Createa Comprehensive Training Manual for your Clients Plan Your Design ● Easily Referenced ● Use Consistent Formatting ● Use Branding ● Materials Should Be Print Ready
- 19. How to Createa Comprehensive Training Manual for your Clients Novice User September 1, 2016
- 20. Oomph + WordCamp2016 | 09.30.2016 Perform a CMS Walk Through at the Start of your Project Novice User Introduce Your Client to WordPress Provide a Glossary of Terms Give Them Review Exercises Educate Them On Web Basics
- 21. How to Createa Comprehensive Training Manual for your Clients Introduce Your Client To WordPress Why We Love WordPress! ● Easy to Learn ● Easily Extendable ● SEO Friendly ● Safe and Secure ● Handles Different Types of Media Well ● WordPress is a community What is WordPress? ● An open-source content management system based on PHP and MySQL.
- 22. How to Createa Comprehensive Training Manual for your Clients Perform a CMS Walk Through at the Start Show Them What We’re Working With ● Logging In ● Dashboard ● Left Hand Side Bar Items How to Conduct the Walk Through ● Keep this walk through short ● Provide your Client additional resources
- 23. How to Createa Comprehensive Training Manual for your Clients Provide a Glossary of Terms Speak the Same Language ● Provide your client with a Glossary to Reference (Recommended: Codex) ● Create a custom list of terms that can be easily referenced ● When writing documentation link any uncommon terms to the glossary
- 24. How to Createa Comprehensive Training Manual for your Clients Educate Them On Web Basics Best Practices ● What Makes a Good Banner Image? ● Importance of Image Resizing ● SEO Best Practices ● Main Navigation Best Practice ● What Makes Content Engaging? ● 404s and 301s ● SSL and Site Security
- 25. How to Createa Comprehensive Training Manual for your Clients Give Them Review Exercises As part of your training manual… ● At the end of each section of your training manual provide a “quiz” for your client to complete. ● Have them check in if they get stuck or confused with any of the instructions. At the start of the project... ● Provide your client with basic tasks to perform ○ Logging In ○ Creating and Publishing a Post/Page ○ Scheduling a Post/Page ○ Adding Media Content to a Post/Page
- 26. How to Createa Comprehensive Training Manual for your Clients Intermediate and Advanced Users September 1, 2016
- 27. Oomph + WordCamp2016 | 09.30.2016 Intermediate and Advanced Users Refresh Their Memory Provide Them a Sandbox Provide High Level Information
- 28. How to Createa Comprehensive Training Manual for your Clients Refresh Their Memory ● Provide your client with a Glossary to Reference (Recommended: Codex) ● Provide Ample and Diverse Resources ● Outline New Features and Functionality in WordPress ● Remind Them of Best Practices
- 29. How to Createa Comprehensive Training Manual for your Clients Provide Them a Sandbox ● Give Them a Sandbox ● Lets Them Experiment ● Ensures They Won’t Break the Live SIte
- 30. How to Createa Comprehensive Training Manual for your Clients Provide High Level Information ● Focus on Custom Functionality ● Give Them Credit - But Don’t Skimp on the Details ● Provide Code References
- 31. How to Createa Comprehensive Training Manual for your Clients Tips and Tricks September 1, 2016
- 32. Oomph + WordCamp2016 | 09.30.2016 Tips and Tricks 1. Don’t Rush Your Client 2. Ask Open Ended Questions When Checking In a. “How do you feel about the information covered?” 3. Never Assume an Action is Obvious to Any Level User 4. Get Feedback Often 5. Be Willing and Ready to Edit and Update your Materials
- 33.
- 34. Oomph + WordCamp2016 | 09.30.2016 Written Instruction Screencast Video (Narrated / Unnarrated) Annotated Images One on One
- 35. How to Createa Comprehensive Training Manual for your Clients Written Instructions ● Write Directly to the Client ○ Second Person Narrative ● Write intros and explain what actions will be performed ● What / Why / How ● Use Breadcrumbs and Flow Charts ● Provide Links to Resources
- 36. How to Createa Comprehensive Training Manual for your Client Adding a New Post Posts are what make your blog a blog — they’re servings of content that are listed in reverse chronological order on your blog’s front page. To add a new Post, hover over the Posts menu option in the left-hand navigation menu and in the fly-out menu, click the Add New link. Alternatively, click the Posts menu option and then click the Add New link underneath, or the Add New button at the top of the page. Add your Post Title - which will then generate your post’s permalink. Next, enter your content into the text editor. If you look on the right side of the box, you’ll see two tabs. There are two options for editing posts - Visual and Text. Once all of the above steps are completed you are ready to publish your post. Before you publish your post it is recommended that you preview before going live. You can preview by clicking the preview button in the publishing area. This will open a new window for you to view your post before publishing. Posts → Add New → Enter Body Content → Preview → Publish
- 37. How to Createa Comprehensive Training Manual for your Clients Screencast Without Narration… ● Use an enhanced cursor ● Plan your moves ● Type into Text Areas With Narration… ● Use an enhanced cursor ● Plan and Practice your Script ● Plan your moves ● Type into Text Areas ● Record Quality Audio ● Turn Off Distractions
- 38. How to Createa Comprehensive Training Manual for your Clients Recommended Screencast Tools ● Camtasia ● Jing (free) ● Screenflow ● Screenium
- 39. How to Createa Comprehensive Training Manual for your Clients Annotated Images ● Use Screenshots Liberally ● Use Tooltips/Descriptions ● Use Arrows and/or Numbers ● Use Call Outs Image From Easy WP Guide
- 40. How to Createa Comprehensive Training Manual for your Client
- 41. How to Createa Comprehensive Training Manual for your Client Images from WPBeginner
- 42. How to Createa Comprehensive Training Manual for your Clients One on One ● Create an Easily Understandable Presentation ● Use Active Learning Exercises ● Provide Opportunities for Clarification, Questions, and Discussion ● Move from Simple to Complex Tasks
- 43.
- 44. Oomph + WordCamp2016 | 09.30.2016 Plugins Alternative Training Materials
- 45. How to Createa Comprehensive Training Manual for your Clients Plugins ● WP 101 ● WP Help ● CoursePress ● LearnPress
- 46. How to Createa Comprehensive Training Manual for your Clients Alternative Training Materials ● Easy WP Guide ● Codex ● Visceral ● WP Beginner ● iThemes
- 47. Test and AcceptFeedback 5
- 48. How to Createa Comprehensive Training Manual for your Clients Know the Bugs
- 49. Oomph + WordCamp2016 | 09.30.2016 How to Effectively Test Your Training ● Have a friend who is unfamiliar with WordPress test out your training manual ● Don’t Skip Testing Your Own Materials ● Did the Client Demonstrate That They Were Learning?
- 50. How to Createa Comprehensive Training Manual for your Clients Wrap Up September 1, 2016
- 51. Oomph + WordCamp2016 | 09.30.2016 Wrap Up ● Know Your Client ● Don’t Rush ● Ask Open Ended Questions When Checking In ● Never Assume an Action is Obvious to Any Level User ● Get Feedback Often ● Be Willing and Ready to Edit and Update your Materials ● Provide Resources to Support Your Content
- 52. Oomph + WordCamp2016 | 09.30.2016 Questions?
- 53. Oomph + WordCamp2016 | 9.30.2016 HANNA FUREY Digital Project Manager oomph.is/hfurey PHONE & EMAIL hfurey@oomphinc.com 401-553-5344 Hanna Furey Digital Project Manager Hanna is a Digital Project Manager at Oomph, Inc., a Providence based agency. Her job is all about using process to make things happen. Most importantly, she establishes and maintains strong professional relationships with her clients and works closely with Oomph’s creative and development teams to deliver successful, high-quality projects.