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Training Client Teams Remotely
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Content Marketing Institute (CMI)
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Updated Jul 7, 2020
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00:01 - 00:01
Hello, everybody.
00:02 - 00:03
I am so glad that you're here.
00:04 - 00:06
We're gonna talk a little bit about training teams remotely.
00:07 - 00:10
Training has become an incredibly important part of what it
00:10 - 00:13
is we do as business managers and training our clients,
00:14 - 00:14
training our teams.
00:15 - 00:19
And really, in today's world, training virtually is really becoming
00:19 - 00:21
part and parcel with everything we have to do today.
00:22 - 00:24
So let's talk about some of the best practices and
00:24 - 00:27
tips that I can give you that can hopefully help
00:27 - 00:29
you take your training and virtual training to the next
00:30 - 00:31
level. I'm Robert Rose.
00:32 - 00:34
I'm the chief strategy advisor with the Content Marketing Institute
00:34 - 00:37
and the Content Marketing Institute is, of course, an organization
00:37 - 00:40
that runs all around the world, evangelizing the best practices,
00:40 - 00:44
the methodology, the approach of content, marketing and content, operations
00:45 - 00:45
and business.
00:45 - 00:48
Today. As such, we've got a lot of experience in
00:48 - 00:52
training, both physically and virtually, and along the way, we've
00:52 - 00:54
come up with a few good tips that help really
00:55 - 00:58
take your training to the next level and specifically for
00:58 - 01:00
today's video here at least, how do we take virtual
01:01 - 01:04
training to that next level and really optimize the medium
01:04 - 01:07
that we're all being sort of sucked into these days.
01:08 - 01:09
So let's get right to it, shall we?
01:10 - 01:11
Let's talk about how do we train clients?
01:12 - 01:15
Virtually so we're gonna first start off with a bit
01:15 - 01:17
of a foundation of three best practices that we found
01:18 - 01:21
in training, sort of broadly speaking, broadly speaking, across both
01:21 - 01:22
the physical and the virtual idea.
01:23 - 01:25
So the idea here is Is that how do we
01:25 - 01:28
actually take these core components and really build them into
01:29 - 01:31
something that we can move to the next level?
01:31 - 01:35
So those three components are very simply a great visual.
01:37 - 01:40
Creating great visuals today is just so important rather than
01:40 - 01:42
sort of looking at a wall of words.
01:42 - 01:44
We just remember things better when we can remember them
01:44 - 01:48
in visual storytelling rather than something where we're just looking
01:48 - 01:50
at that big wall of words.
01:50 - 01:52
The second, of course, is how do we organize our
01:52 - 01:55
training and specifically, how do we organize it in this
01:55 - 01:58
virtual world so that we always know the journey that
01:58 - 02:01
were being taken on as an attendee of this particular
02:02 - 02:04
training and then last but certainly not least, is being
02:05 - 02:08
entertaining. People learn better when they're being entertained when they're
02:08 - 02:11
being inspired, when they laugh when they cry.
02:11 - 02:13
So how do we actually start to use some best
02:13 - 02:14
practices in their toe?
02:15 - 02:18
Always be entertaining when we're creating our training materials, So
02:18 - 02:19
let's get to it here.
02:20 - 02:22
So the first best practice that we think about is
02:22 - 02:24
this idea of great visuals now.
02:25 - 02:27
Great visuals, of course, are something that you're gonna want
02:27 - 02:29
to lean on a designer for those kinds of things.
02:30 - 02:31
But the idea here is to come up with something
02:31 - 02:35
that visually represents the concept that you're talking about rather
02:36 - 02:38
than always leaning upon sort of a wall of words
02:38 - 02:41
to be able to describe it as an example of
02:41 - 02:43
this. We have our five best practices when it comes
02:44 - 02:47
to content marketing strategy, and we built this into a
02:47 - 02:50
bit of a framework, and this five ringed idea here
02:51 - 02:53
is built like a chain, and the reason we build
02:53 - 02:55
it like a chain is so that we can look
02:56 - 02:58
at each individual link and we can press on it.
02:58 - 03:00
So, as a consultant as an educator, I press on
03:01 - 03:03
these with my clients and I say, How is your
03:03 - 03:04
story? How is your team.
03:05 - 03:07
How are the resource is and I press on this
03:07 - 03:10
as a chain because of any one link in the
03:10 - 03:12
chain is weaker than another than the whole chain is
03:12 - 03:13
weaker As a result.
03:14 - 03:17
That metaphor is something that people remember, and it helps
03:17 - 03:20
them remember the five components, and we can work through
03:20 - 03:22
each of those links in the chain as a component
03:23 - 03:24
of the training that I'm working through.
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So great visuals start thinking about them as metaphors for
03:28 - 03:28
what it is.
03:29 - 03:32
You want your attendees to remember the other core components
03:32 - 03:34
when we start looking at it, let's move now.
03:34 - 03:36
How do we organize our thoughts?
03:36 - 03:39
Are training into an idea of a journey?
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Well, a key component there is looking at it as
03:42 - 03:43
a stepping path, right?
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How are we stepping our attendees through a journey where
03:47 - 03:49
they always know where they are and they always know
03:49 - 03:52
where they're going and they always know where they come
03:52 - 03:56
from? For example, we have our storytelling workshop in one
03:56 - 03:58
of the things that I do is structure the entire
03:58 - 04:02
storytelling workshop in the hero's journey, and in many cases,
04:02 - 04:04
what I'll Do is about halfway through the class.
04:04 - 04:06
When I get to the structure of the hero's journey
04:06 - 04:09
in the storytelling workshop, I'll remind them that today's agenda
04:10 - 04:15
is based upon that structure, and having it always there
04:15 - 04:18
lets everybody know Ah, exactly where I am exactly where
04:18 - 04:21
we're going and how long we have to get there.
04:22 - 04:24
This keeps people engaged, and it also gives people a
04:24 - 04:27
reference point for being able to go backwards or forwards
04:27 - 04:30
when they need to either revisit the training or actually,
04:30 - 04:32
as they begin to make notes and learn.
04:33 - 04:36
So organizing your training around some sort of journey path
04:36 - 04:40
is a really key component of making great training and
04:41 - 04:43
that, well, that gets to our third, which is of
04:43 - 04:46
course, being entertaining and being not being not entertaining.
04:47 - 04:49
That's a key component of this, making people laugh, making
04:49 - 04:52
people cry, whatever it is you're going to do in
04:52 - 04:53
your training to keep people engaged.
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We just learned better that way.
04:55 - 04:58
We learn better when we create things that are entertaining.
04:59 - 05:01
And so one of the keys there is actually doing
05:02 - 05:07
something, telling stories, making anecdotal references, finding the funny in
05:07 - 05:10
anything that you're doing and breaking up your training so
05:10 - 05:13
that you inject those things into your training.
05:13 - 05:14
Now many of you may say, Well, I'm not a
05:14 - 05:17
comedian. I'm not a singer who don't wrap Doesn't matter.
05:18 - 05:19
You have found the idea.
05:19 - 05:22
Find the stories, find the anecdotes.
05:22 - 05:26
Find the places where you can bring that to your
05:26 - 05:29
audience to your attendees so that they can contextual eyes
05:30 - 05:31
in an entertaining fashion.
05:31 - 05:33
All of the lessons that you're trying to bring forth.
05:34 - 05:37
You'll just create a better training program and much more
05:37 - 05:38
educated attendees.
05:39 - 05:40
And that's the three, right?
05:40 - 05:43
So those three best practices we can now take and
05:43 - 05:46
say OK, how is it that we want to apply
05:46 - 05:47
them in a virtual setting?
05:48 - 05:50
Because what we want to do is really ah, put
05:50 - 05:53
this into place so that we're bringing this into a
05:53 - 05:54
virtual setting.
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How to bring training toe life in that remote viewing
05:58 - 06:01
idea, using the medium instead of the medium using us.
06:02 - 06:04
What are those core components and how do we do
06:04 - 06:06
that? Well, let's build upon the three that we've already
06:06 - 06:09
got and look at how we might organize them and
06:10 - 06:11
take our training to the next level.
06:12 - 06:14
So the 1st 1 is of course visualization, great visualizations.
06:16 - 06:17
And the thing I want you to think about here
06:18 - 06:22
is how training change is not how we remove the
06:22 - 06:24
classroom on and bring it online.
06:24 - 06:28
But rather how do we utilize online and alter the
06:28 - 06:31
training to be optimal for it and hear what I
06:31 - 06:32
want you to think about is television.
06:33 - 06:35
So one of the things that I think we get
06:35 - 06:37
caught up in is that we try and bring the
06:37 - 06:38
physical event online.
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So what ends up happening is we do voiceover slides
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or we do some sort of wall of words or
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we listen to a bunch of, you know, talking heads,
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sort of sitting in talking to each other, and we
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don't really get or maximize the use of the media.
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This is a great way to educate, but we want
06:56 - 06:57
to maximize the use of this medium.
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So what I want you to do is you start
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assembling your training materials, think about television.
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How do your visuals move?
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How do they actually activate?
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How do they build upon each other, using the medium
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of video and online remote to your advantage for telling
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and teaching the concepts that you're trying to teach, and
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that gets us to our 2nd 1 Which is how
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do we start to think about organizing, organizing our training
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in such a way that we can really bring it
07:25 - 07:27
toe life and let people know exactly where they are?
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And here, what I want you to remember is that
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it's a little different.
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So the classroom, the benefit of it, is that you
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have other classmates next to you and they're sitting next
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to you and you can get notes from them and
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you can trade, you know, ideas.
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And if you have to go to the bathroom, you
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come back and you can say, Where did we leave
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off and all of that?
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We don't have that in a remote setting, but they're
07:46 - 07:47
not alone, either.
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These attendees are alone in front of their screen getting
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your materials, but they're not alone.
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There's the kids, there's the spouse.
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There's their dog, all of those distractions.
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So they are going to get up and they are
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going to come back.
08:01 - 08:04
So organizing your training in a journey and always letting
08:04 - 08:07
people know whether it's a single lower third in the
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video that lets you know exactly where you are, and
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you can actually see that right here where we are
08:12 - 08:16
in this particular lesson, or organizing it in a way
08:16 - 08:18
that always lets you know how to go back or
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forth. Letting your people know exactly where they're going and
08:22 - 08:25
where they've come from helps you in this medium.
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Take it to the next level.
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And that, of course, well brings us to our third.
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Which the, of course, the idea of being entertaining and
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really driving home.
08:34 - 08:34
The idea.
08:35 - 08:37
How do you bring this story's toe life and hear
08:38 - 08:40
what I want you to think about is a concept
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that works both, by the way, in physical as well
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as virtual settings.
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And it's a concept we call resetting the audience, and
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what I want you to think about here is about
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every 12 minutes or so.
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That's not a pardon.
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Fast rule, but 12 minutes or so.
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Reset your audience.
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What do I mean by reset your audience?
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Well, I mean, reset them.
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I mean, tell a story.
08:59 - 09:00
Tell a joke.
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Just pause for a moment.
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Do some quick Q and A reset the audience so
09:05 - 09:08
that their pattern, their flow of the way that you're
09:08 - 09:10
speaking the way that your cadence is the way that
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you're delivering information.
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The way that you're doing this, it will naturally get
09:14 - 09:16
into a flow and break it up.
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Break it up with a big pause.
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Reset change Cameras do something that resets your audience to
09:23 - 09:26
make sure that they're paying attention and re engage them
09:26 - 09:29
with something funny, something interesting, something trivial.
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Something that is off topic, bring them back and reset
09:33 - 09:35
them is a key way to keep them engaged and
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entertained. And those are the three really to take our
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virtual training to the next level.
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When we start thinking about these ideas, we can really
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work to use the medium of virtual to our advantage
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here so that it can actually not just be a
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proxy for the physical event.
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But it can actually be better different than than the
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actual physical event that that physical training.
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And so let's think about a quick summary here of
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each of these just to sort of reiterate the point
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and bring it all home here.
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The first is think about visualizations visualizing give your audience
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credit. They will put two and two together, build a
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metaphor. It does not have to be a wall of
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words. Give them something that they can grasp on.
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Visually, they will draw it.
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They will take photos of it.
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They will save it.
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It will become part of the way that they learn.
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That's incredibly piece of it.
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Give that audience credit for understanding that they don't need
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things over explained to them.
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You don't have to over explain things.
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You can visually represent something, and actually they'll get it.
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They'll start to fill in their own blanks.
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The other thing is giving your audience credit and taking
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them. Then on a journey, take them on a journey.
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Watching your screen is very, very different than watching in
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front of a room.
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So as you take them on this journey, make sure
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that they understand exactly where they are in exactly where
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they're going, so that they know that they're being brought
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on a journey.
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Right now.
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That's a critical component of making your training better, and
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of course, making sure that you're getting them and resetting
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them. Give your audience a break, not, you know, the
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virtual kind and the actual kind of break is certainly
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great but also the entertaining time.
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Give him a break.
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It's okay to interject.
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Ah, funny story that's off topic or an anecdote that
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sort of even remotely related, making sure that they're both
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entertained as well as informed.
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Make sure that they learn something and retain that information,
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making sure that you're delivering a great training session and
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those are the three.
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I really hope you got a lot out of this.
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I hope you get.
11:37 - 11:38
It's a quick bite.
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I understand how to training your your clients remotely and
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just understand everybody that it's your story.
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I hope you really tell it.
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Well, thank you so much for attending today.
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And remember, you can always get more information about us
11:52 - 11:55
at www that Content marketing institute dot com Thanks so
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