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| An actual slide from my training presentation / portrait of me age 11 |
- Know your audience - When planning your training sessions, know who you are presenting to, what their existing knowledge is, and what their learning objectives are. I normally research my audience, and learn as much about them as possible, so that the training fits. You might call it cyber-stalking, but whatever.
- Cut out the jargon- ECM, ERP, CRM, DAM, ABC, 123, BBQ, WTF! Honestly, jargon and so many of the terms that have infected the marketplace were created by companies to serve as competitive marketing messages. In reality, all jargon does is serve to confuse attendees in a training session. Like capers in a sauce, use sparingly or not at all.
- Use Humor when appropriate - When people are smiling, they are receptive and open to learning. Plus, training can be SO dry and boring, humor is the best way to keep everyone engaged. Anyone who has ever been trained by me can attest to my style of keeping things light. Personally, I use things like pictures of my Chihuahua, Mr. Pickles for my dog license demo, or use slides like the one above.
- More slides, less text - Guy Kawasaki has a great post that has become my main guide for slides- no font smaller than size 30, don't just read text, and consider the slides as a backdrop for the message you wish to convey. Steve Jobs is the king of this approach, go watch any of his keynotes on YouTube or iTunes and see for yourself.
- Show examples - in the ECM world, concepts can be really hard to understand, so use real world examples that illustrate your point. When I teach people document assembly with LincDoc, I show the the process of creating contracts, or applying for an apartments lease. For electronic forms, I use things like employment applications, or vacation requests. Another awesome example is wine.com for Taxonomy (thanks to Theresa Regli for that idea)
- Get users involved - personally, I use GoToMeeting, which has a great integrated chat feature, and most vendors have something similar. Regularly stop to ask open ended questions, solicit feedback, and regularly unmute the audience to ask questions about major points, and don't be afriad to ask individual questions. So, "John", please explain to everyone about the last concept. I'm so mean; but shame is a powerful motivator.
- Homework - Like any good teacher, at the end of a training session, I assign homework with a deadline, and we track the results. It's nice to know that expectations are set and that the E-Learning portion will serve as a step on the patch to ECM mastery.
So Internet, what about you? If you have your own special tips and trick, please post in the comments, or post on Twitter.

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