Training Client Teams Remotely

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by Content Marketing Institute (CMI)4,709 views·Updated Jul 7, 2020

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  1. Hello, everybody.
  2. I am so glad that you're here.
  3. We're gonna talk a little bit about training teams remotely.
  4. Training has become an incredibly important part of what it
  5. is we do as business managers and training our clients,
  6. training our teams.
  7. And really, in today's world, training virtually is really becoming
  8. part and parcel with everything we have to do today.
  9. So let's talk about some of the best practices and
  10. tips that I can give you that can hopefully help
  11. you take your training and virtual training to the next
  12. level. I'm Robert Rose.
  13. I'm the chief strategy advisor with the Content Marketing Institute
  14. and the Content Marketing Institute is, of course, an organization
  15. that runs all around the world, evangelizing the best practices,
  16. the methodology, the approach of content, marketing and content, operations
  17. and business.
  18. Today. As such, we've got a lot of experience in
  19. training, both physically and virtually, and along the way, we've
  20. come up with a few good tips that help really
  21. take your training to the next level and specifically for
  22. today's video here at least, how do we take virtual
  23. training to that next level and really optimize the medium
  24. that we're all being sort of sucked into these days.
  25. So let's get right to it, shall we?
  26. Let's talk about how do we train clients?
  27. Virtually so we're gonna first start off with a bit
  28. of a foundation of three best practices that we found
  29. in training, sort of broadly speaking, broadly speaking, across both
  30. the physical and the virtual idea.
  31. So the idea here is Is that how do we
  32. actually take these core components and really build them into
  33. something that we can move to the next level?
  34. So those three components are very simply a great visual.
  35. Creating great visuals today is just so important rather than
  36. sort of looking at a wall of words.
  37. We just remember things better when we can remember them
  38. in visual storytelling rather than something where we're just looking
  39. at that big wall of words.
  40. The second, of course, is how do we organize our
  41. training and specifically, how do we organize it in this
  42. virtual world so that we always know the journey that
  43. were being taken on as an attendee of this particular
  44. training and then last but certainly not least, is being
  45. entertaining. People learn better when they're being entertained when they're
  46. being inspired, when they laugh when they cry.
  47. So how do we actually start to use some best
  48. practices in their toe?
  49. Always be entertaining when we're creating our training materials, So
  50. let's get to it here.
  51. So the first best practice that we think about is
  52. this idea of great visuals now.
  53. Great visuals, of course, are something that you're gonna want
  54. to lean on a designer for those kinds of things.
  55. But the idea here is to come up with something
  56. that visually represents the concept that you're talking about rather
  57. than always leaning upon sort of a wall of words
  58. to be able to describe it as an example of
  59. this. We have our five best practices when it comes
  60. to content marketing strategy, and we built this into a
  61. bit of a framework, and this five ringed idea here
  62. is built like a chain, and the reason we build
  63. it like a chain is so that we can look
  64. at each individual link and we can press on it.
  65. So, as a consultant as an educator, I press on
  66. these with my clients and I say, How is your
  67. story? How is your team.
  68. How are the resource is and I press on this
  69. as a chain because of any one link in the
  70. chain is weaker than another than the whole chain is
  71. weaker As a result.
  72. That metaphor is something that people remember, and it helps
  73. them remember the five components, and we can work through
  74. each of those links in the chain as a component
  75. of the training that I'm working through.
  76. So great visuals start thinking about them as metaphors for
  77. what it is.
  78. You want your attendees to remember the other core components
  79. when we start looking at it, let's move now.
  80. How do we organize our thoughts?
  81. Are training into an idea of a journey?
  82. Well, a key component there is looking at it as
  83. a stepping path, right?
  84. How are we stepping our attendees through a journey where
  85. they always know where they are and they always know
  86. where they're going and they always know where they come
  87. from? For example, we have our storytelling workshop in one
  88. of the things that I do is structure the entire
  89. storytelling workshop in the hero's journey, and in many cases,
  90. what I'll Do is about halfway through the class.
  91. When I get to the structure of the hero's journey
  92. in the storytelling workshop, I'll remind them that today's agenda
  93. is based upon that structure, and having it always there
  94. lets everybody know Ah, exactly where I am exactly where
  95. we're going and how long we have to get there.
  96. This keeps people engaged, and it also gives people a
  97. reference point for being able to go backwards or forwards
  98. when they need to either revisit the training or actually,
  99. as they begin to make notes and learn.
  100. So organizing your training around some sort of journey path
  101. is a really key component of making great training and
  102. that, well, that gets to our third, which is of
  103. course, being entertaining and being not being not entertaining.
  104. That's a key component of this, making people laugh, making
  105. people cry, whatever it is you're going to do in
  106. your training to keep people engaged.
  107. We just learned better that way.
  108. We learn better when we create things that are entertaining.
  109. And so one of the keys there is actually doing
  110. something, telling stories, making anecdotal references, finding the funny in
  111. anything that you're doing and breaking up your training so
  112. that you inject those things into your training.
  113. Now many of you may say, Well, I'm not a
  114. comedian. I'm not a singer who don't wrap Doesn't matter.
  115. You have found the idea.
  116. Find the stories, find the anecdotes.
  117. Find the places where you can bring that to your
  118. audience to your attendees so that they can contextual eyes
  119. in an entertaining fashion.
  120. All of the lessons that you're trying to bring forth.
  121. You'll just create a better training program and much more
  122. educated attendees.
  123. And that's the three, right?
  124. So those three best practices we can now take and
  125. say OK, how is it that we want to apply
  126. them in a virtual setting?
  127. Because what we want to do is really ah, put
  128. this into place so that we're bringing this into a
  129. virtual setting.
  130. How to bring training toe life in that remote viewing
  131. idea, using the medium instead of the medium using us.
  132. What are those core components and how do we do
  133. that? Well, let's build upon the three that we've already
  134. got and look at how we might organize them and
  135. take our training to the next level.
  136. So the 1st 1 is of course visualization, great visualizations.
  137. And the thing I want you to think about here
  138. is how training change is not how we remove the
  139. classroom on and bring it online.
  140. But rather how do we utilize online and alter the
  141. training to be optimal for it and hear what I
  142. want you to think about is television.
  143. So one of the things that I think we get
  144. caught up in is that we try and bring the
  145. physical event online.
  146. So what ends up happening is we do voiceover slides
  147. or we do some sort of wall of words or
  148. we listen to a bunch of, you know, talking heads,
  149. sort of sitting in talking to each other, and we
  150. don't really get or maximize the use of the media.
  151. This is a great way to educate, but we want
  152. to maximize the use of this medium.
  153. So what I want you to do is you start
  154. assembling your training materials, think about television.
  155. How do your visuals move?
  156. How do they actually activate?
  157. How do they build upon each other, using the medium
  158. of video and online remote to your advantage for telling
  159. and teaching the concepts that you're trying to teach, and
  160. that gets us to our 2nd 1 Which is how
  161. do we start to think about organizing, organizing our training
  162. in such a way that we can really bring it
  163. toe life and let people know exactly where they are?
  164. And here, what I want you to remember is that
  165. it's a little different.
  166. So the classroom, the benefit of it, is that you
  167. have other classmates next to you and they're sitting next
  168. to you and you can get notes from them and
  169. you can trade, you know, ideas.
  170. And if you have to go to the bathroom, you
  171. come back and you can say, Where did we leave
  172. off and all of that?
  173. We don't have that in a remote setting, but they're
  174. not alone, either.
  175. These attendees are alone in front of their screen getting
  176. your materials, but they're not alone.
  177. There's the kids, there's the spouse.
  178. There's their dog, all of those distractions.
  179. So they are going to get up and they are
  180. going to come back.
  181. So organizing your training in a journey and always letting
  182. people know whether it's a single lower third in the
  183. video that lets you know exactly where you are, and
  184. you can actually see that right here where we are
  185. in this particular lesson, or organizing it in a way
  186. that always lets you know how to go back or
  187. forth. Letting your people know exactly where they're going and
  188. where they've come from helps you in this medium.
  189. Take it to the next level.
  190. And that, of course, well brings us to our third.
  191. Which the, of course, the idea of being entertaining and
  192. really driving home.
  193. The idea.
  194. How do you bring this story's toe life and hear
  195. what I want you to think about is a concept
  196. that works both, by the way, in physical as well
  197. as virtual settings.
  198. And it's a concept we call resetting the audience, and
  199. what I want you to think about here is about
  200. every 12 minutes or so.
  201. That's not a pardon.
  202. Fast rule, but 12 minutes or so.
  203. Reset your audience.
  204. What do I mean by reset your audience?
  205. Well, I mean, reset them.
  206. I mean, tell a story.
  207. Tell a joke.
  208. Just pause for a moment.
  209. Do some quick Q and A reset the audience so
  210. that their pattern, their flow of the way that you're
  211. speaking the way that your cadence is the way that
  212. you're delivering information.
  213. The way that you're doing this, it will naturally get
  214. into a flow and break it up.
  215. Break it up with a big pause.
  216. Reset change Cameras do something that resets your audience to
  217. make sure that they're paying attention and re engage them
  218. with something funny, something interesting, something trivial.
  219. Something that is off topic, bring them back and reset
  220. them is a key way to keep them engaged and
  221. entertained. And those are the three really to take our
  222. virtual training to the next level.
  223. When we start thinking about these ideas, we can really
  224. work to use the medium of virtual to our advantage
  225. here so that it can actually not just be a
  226. proxy for the physical event.
  227. But it can actually be better different than than the
  228. actual physical event that that physical training.
  229. And so let's think about a quick summary here of
  230. each of these just to sort of reiterate the point
  231. and bring it all home here.
  232. The first is think about visualizations visualizing give your audience
  233. credit. They will put two and two together, build a
  234. metaphor. It does not have to be a wall of
  235. words. Give them something that they can grasp on.
  236. Visually, they will draw it.
  237. They will take photos of it.
  238. They will save it.
  239. It will become part of the way that they learn.
  240. That's incredibly piece of it.
  241. Give that audience credit for understanding that they don't need
  242. things over explained to them.
  243. You don't have to over explain things.
  244. You can visually represent something, and actually they'll get it.
  245. They'll start to fill in their own blanks.
  246. The other thing is giving your audience credit and taking
  247. them. Then on a journey, take them on a journey.
  248. Watching your screen is very, very different than watching in
  249. front of a room.
  250. So as you take them on this journey, make sure
  251. that they understand exactly where they are in exactly where
  252. they're going, so that they know that they're being brought
  253. on a journey.
  254. Right now.
  255. That's a critical component of making your training better, and
  256. of course, making sure that you're getting them and resetting
  257. them. Give your audience a break, not, you know, the
  258. virtual kind and the actual kind of break is certainly
  259. great but also the entertaining time.
  260. Give him a break.
  261. It's okay to interject.
  262. Ah, funny story that's off topic or an anecdote that
  263. sort of even remotely related, making sure that they're both
  264. entertained as well as informed.
  265. Make sure that they learn something and retain that information,
  266. making sure that you're delivering a great training session and
  267. those are the three.
  268. I really hope you got a lot out of this.
  269. I hope you get.
  270. It's a quick bite.
  271. I understand how to training your your clients remotely and
  272. just understand everybody that it's your story.
  273. I hope you really tell it.
  274. Well, thank you so much for attending today.
  275. And remember, you can always get more information about us
  276. at www that Content marketing institute dot com Thanks so