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02.10.2010

The Right Tool Is Knowing Where To Start

Investing in training and learning activities positively affects revenue. Organizations across industries are starting to understand this. The wheels typically fall off when these organizations attempt to standardize the tools used to create and execute these new learning initiatives.

Determining the tools used to create compelling learning activities is an important task but not the first step. Standardizing the authoring tool before identifying the objectives (the what) or audience (the who) will stifle creativity and diminish your ability to innovate. The right “step one” is determining the objectives, i.e. What do you want to teach? What do you want the audience to walk away with?

Objectives frame the conversation. A conversation without an objective is a meandering mess, which equates to a waste of time. Think of these objectives as the cornerstones of the “what” conversation.

Following the “what” is the “who” which predicates the “how”. This creates a three step process: determining the “what”(step one), outlining the “who” (step two), and determining the “how” (step three). It’s only appropriate to deviate from this process if you have an endless budget, cycles to burn and believe that generating a positive ROI doesn’t pertain to your deliverables.

Placing more emphasis on one step as opposed to another is impossible because each step is predicated on the one before it. Changing the pitch or length of one of the steps will throw your audience’s balance and no one wants that.

Knowing your audience, is invaluable. Developing a deep understanding of their job related responsibilities and how they consume information will pay dividends in the future. It’s these differences that will help you to determine the best way to communicate with them. If you’re hearing marketing speak, that’s good, you get it. Frankly, if you’re unable to understand how your audience listens you’ll be unable to connect with them and therefore ultimately your learning activity will fail.

The data points you’ve gathered in steps one and two culminate with the “how”.  How are you going to communicate your points? What is the learning experience going to look like? Is the material best delivered face-to-face in an instructor-led format or should you leverage the web? Is the audience expecting materials that they can use for reference later? These are the core qualifying questions that will help you to determine which authoring tool is the right one for the job.

02.01.2010

Your Presentation Template Sucks

Your presentation template is an essential component of your brand. It serves as the conversational foundation for outbound communications such as web seminars, sales presentations, and technical presentations.  Although these form the core, I could easily name a dozen more.

The groups and individuals who use your template vary greatly in their ability to create compelling presentations. Some have difficultly shortening complex ideas into concepts while others staunchly refuse to (or at least never) use any graphics or charts to liven things up.

Presentation templates can help tremendously but only if they’re designed correctly. Correctly isn’t 100% about how they look. Visual accouterments are but part of the story. Backgrounds are pretty, however the ease of inserting data is the coredifferentiator of what separates the good templates from the bad.

The audience doesn’t want to, nor do they have time to, fiddle with 38million individual text boxes. Larger, more inclusive text boxes are the way to go. It’s also important to avoid complicated animations and transitions. By complicated I’m talking about animations that are isolated to the multiple text boxes mentioned earlier. Complexity of navigation isn’t a winning recipe for visual stickiness. Lastly, in the world of graphics, less is more. Negative space is your friend and allows for the author of the presentation to easily insert graphics and charts of their own.

These are a few of the caveats for creating sound, reusable and broadly accepted presentation templates for your organization.

01.27.2010

No One Uses Your Slide Library

Maintaining a relevant slide library for a medium to large organization is a full time job. Traditionally, the slide library is maintained by a variety of groups such as:

-       Product Marketing & Management

-       Engineering

-       Channels Enablement

Each group is responsible for disseminating information commensurate with their job responsibilities. As follows, they bear the burden of creating slides and presentations that communicate sales and technical concepts from multiple perspectives. This often leaves the audience to sift through a number of slides and discern which slide or set of slides best suits their needs.

Solving this issue saves time and helps to preserve, promote and strengthen your brand. On the surface the process of creating an effective slide library seems cumbersome. I can assure you it is less complicated than it seems and will prove more valuable than you can imagine.

Step 1: Make the slides easily available

Making the slide library easily accessible is a no brainer. Making it available regardless of the office productivity suite (MS Office, Open Office, etc.) is another story.

Most slides are authored in PowerPoint although they are often consumed, edited and presented via Google Docs and Open Office. Although these office platforms are designed to work together, formatting nuances don’t always translate.

Deploying a slide library where the user can output a presentation in PDF, Open Office or Microsoft Office formats solves this problem handily. Enriching the slide library with the ability to search, sort and order the slides inline only enhances the experience overall.

In short, this capability:

-       Alleviates the need for the entire library to be downloaded

-       Ensures branding and formatting are consistent across versions

-       Guarantees current versions of the library are always available

Step 2: Communicate how to use slides and presentations

Communicating how to use the library of slides is key to their effective and ongoing usage. This will limit the creation and use of rogue presentations that use outdated and/or off brand material.

To effectively communicate the “How To” for slides and canned presentations use the following guidelines:

-       Communicate the value of the library to the audience upfront

-       Demonstrate how to use and build presentations

-       Communicate which audiences the slides and presentations address

-       Organize the slides and presentations by audience type

-       Retire old information regularly

-       Provide a method for communicating when library updates have occurred

01.04.2010

Moynihan Lumber gets Learning – Almost

A message to organizations that prominently display their years in business: no one cares. This market is about, “what have you done for me lately”.

Understandably, showcasing years in service is a means of communicating subject matter expertise. Imparting this knowledge is easier said than done. At a baseline, context rules the roost. Context is what drives a visitor’s search for expertise. In short, someone needs to know how to perform a task and you have an opportunity to teach. Teach them successfully and you now have a customer.

Moynihan Lumber, they (almost) get it. Their, “How To” page, with a few topics and supportive instructions is a good start but;

  • How does the audience know which content is helpful and which isn’t?
  • How does ML know which content hits the mark?
  • How does the customer know which content has been updated without going back to visit?

These shortfalls are easily solved with adding an RSS capability, content (star) ranking and a place for visitors to comment on each set of the instructions individually.

Thinking strategically, a good conversation is one that maintains its momentum. Momentum is achieved and maintained through content which is relevant to tasks or situations that address the audience’s pains.

Currently lacking on ML’s, “How To” page is anything that talks to how to maintain a home during a recession. This is an exceptionally relevant topic that can produce fodder for weeks if not months.

Lastly, the current conversations and instructions are one-dimensional. The audience has to read. Sounds easy but most audiences rather watch and listen. If their needles have been moved then they’ll read and print. Making the consumption of content as easy as possible is as important as the content itself.

11.24.2009

Nurturing Prospects With Learning

The question your customer is asking of you is:

How does your product help me put butts in seats?

All future conversations emanate from this point. Your answer needs to be crystal clear as to how your product solves their business issues. Solving these issues might or might not include 3rd party products and services but that’s immaterial. It’s immaterial because your customer doesn’t care. They care only about whether or not your product is the right fit and can you enable them.

Technical organizations are notorious for making the mistake of starting product education with a technical dissertation centering on architecture and installation caveats. To make an accurate assessment of where training should begin, use the questions below.

Why is the customer interested in this product?

What is he trying to accomplish by deploying this product?

Who is the decision maker for this purchase?

Incorporating the answers of these questions into training accomplishes a number of things. First, it tightens the scope of what the educational event will convey. Next, it proves to the prospect that the product operates as advertised in their environment. Third, it establishes you as a trusted advisor.

The net benefit of this approach is the creation of a welcoming environment for your sales team to walk into. The creation of this environment is a culmination of speaking the customer’s language and providing them with the know-how to intelligently evaluate the product. This culminates with presenting the sales channel with a relevant platform to address the customer from.

11.16.2009

Happy Birthday

Artifact3 is officially a one-year old today.

Thanks to all of you who’ve provided opportunities, feedback, overall support and tough love when needed.

You’re appreciated.

11.15.2009

Virtual Teaching Is Easy (Part 3)

We’ve made it to the final installment of the Virtual Teaching Is Easy series. In this last segment we’re going to walk through tips five through eight.

Don’t Skimp On Equipment:

This is not the time to be cheap. Frugal maybe, cheap definitely not. Seems like a no brainer however this happens all too often and the audience pays the price. In short, you might be the next Walt Whitman however if your machine doesn’t have the horsepower to compile your voice properly or your Internet connection is flaky you might as well be a mute.

Make sure to arm yourself with a higher quality microphone headset combination. Being that you’re going to have it strapped to your head for hours on end, make sure that it’s as comfortable as it is functional. I use the Logitech ClearChat Pro USB. Hindsight being 20/20 I should’ve purchased the wireless version for convenience sake but this one works just fine.

Location, Present in a Quiet One:

Find a location without background noise. It’s surprising what microphones will pick up. Echoing kills quality by making it hard for the audience to hear you. Add to that, a globally dispersed audience of non-native speakers and you’ve created a perfectly horrible learning environment. Improve sound quality by putting a pillow in front of you but behind your monitor to absorb sound. If you’re near a window, think about putting up a heavy blanket to absorb your voice from the inside and any street noise from the outside.

Be A Student:

Do this from two perspectives. Work in the environment as if you were taking a course. Pay attention to how the instructor shares applications, interacts with the class and moderates lab sessions. Also, see how he handles Q&A in both the chat window and live from the microphone. Second, take the opportunity to sit with the instructor who developed the course you’ll be teaching. Talk to him about his style of teaching and determine if there are any pitfalls you should avoid.

Have A Personality:

Be yourself. If you’re snarky by nature, use it in your instruction. You’re not a robot. Your one-liners and sidebars add color to the conversation, don’t be afraid to use them. The combination of building a compelling presentation, expertly manipulating the presentation application and keeping your vernacular conversational will keep the audience engaged.

Lastly, there’s no silver bullet or magic elixir that will ensure a successful teach. Rather, it’s a combination of doing a number of things right. There will be malfunctions and students will ask tough questions. Remember to stay calm, expect the unexpected and talk to them as if they were directly in-front of you.

11.09.2009

Virtual Teaching Is Easy (Part 2)

Providing an overview of the components essential for a successful virtual teach was step one. Step two of the conversation focuses on components one through four.

Own The Content:

“But I didn’t design or create the content”. Frankly, no one cares if you created the content or not. If your voice is behind it, it’s yours and you own it, plain and simple. It’s best to visit with the author(s) of the courseware to get a better feel for the message they are trying to convey and to whom they’re targeting. Not gathering this information puts you at risk of misinterpreting key points, contradicting previous communications or worst yet, being off brand.

Command the Environment:

As a baseline, understanding the courseware is the first half of being prepared for a virtual teach. Understanding how the course will flow within the presentation application (Elluminate, WebEx, Saba Centra) is the second half. Situations that affect the presentation software of choice as well as flow are;

  • Is instruction being delivered via PowerPoint only
  • Are technical labs which include virtual machines (VMs) being used
  • Does the presentation have slide builds (animations)
  • Will an application be demonstrated
    • Is the application web based
    • Is the web based application secure (https)
    • Will the audience be expected to participate
      • How are the expected to participate (labs, quizzes, surveys)

These are some of the parameters that require consideration when scoping a presentation platform as well as understanding how the platform will be used. Regardless, it’s imperative you’re comfortable with the environment. Why? Simply, because you won’t have the time or the brain-power to concentrate on the presentation at hand and stumble around the environment trying to figure out how to share the desktop, take control of an application or start a lab exercise.

Lose the Distractions:

Everyone multitasks. No one multitasks when standing in front of an audience. When you’re presenting to a virtual class, treat the situation accordingly. Turn off instant messenger, the ringer on your phone, and close your email. Have in front of you the objects that are pertinent to the presentation, such as reference material or diagrams. ESPN.com won’t help you when some asks a question about extending the schema in generic LDAP.

Present in Manageable Bites:

Your audience will revolt if your plan is to lecture to them straight for 4 hours. This never happens, right? Think again, it does and somewhere there’s a soon to be unemployed instructor who’s planning to assassinate a class with PowerPoint. Don’t be that guy.

Content is consumed best when it’s broken into 15-20min chapters. Weaved into these chapters should be the corresponding demonstrations that enrich the conversation. Try out different sequences to determine where labs and demonstrations make the most sense.

Stay tuned for the conclusion of this 3 part series where we’ll talk though points five through eight.

5. Don’t skimp on equipment
6. Location, present in a quiet one
7. Be a student
8. Have a personality

11.03.2009

Virtual Teaching Is Easy – 8 Tips

Online dating is devoid of the trappings of body language. There’s no eye contact, subtle touching, preening etcetera, etcetera. As body language is the most reliable indicator of how others perceive us, it’s the cornerstone of effective communication. This premise is also common to teaching virtually. Here too, there is no eye contact, and little ability for the instructor to determine visually, if the class is lost, interested and or engaged. In an environment such as this, it can be a daunting task trying to deliver content overall, keep it engaging, all the while staying on track. Here are a few tricks of the trade you should use to ensure a successful teach.

  1. Own the content
  2. Command the Environment
  3. Lose the distractions
  4. Present in manageable bites
  5. Don’t skimp on equipment
  6. Location, present in a quiet one
  7. Be a student
  8. Have a personality
10.16.2009

The Best Video (and Podcast) Ever(ish)

The embedded podcast and movie are the best I’ve ever seen and heard in my life. I invite you to take a listen and a peek.

GroupWise Quickstart Guide

Yes, I oversold them a touch but I needed your data. Moreover, as a creator and deliverer of content it’s critical to be able to measure the engagement level of the target audience. Regardless of the scenario, be it training, marketing, or the development sales collateral.

The question you should be asking is;

  • What should I be measuring?

Traditionally, engagement level metrics have centered on counting the number of downloads and capturing audience impressions via embedded forms and static surveys. Unfortunately, these measurements are close to useless.

Case in point, most organizations have a library of content designed to enable its direct and indirect sales teams, technical staff, new employees, etc. This content consists of videos, podcasts, articles and white-papers. Counting the downloads and possibly the frequency quantifies which content is popular and which is not. The questions that cannot be answered are:

  • Was the white-paper, article, video or podcast consumed completely?
  • Where did the audience spend the most time in the document?
  • Where did they pause and rewind the video/audio?
  • How long did it take them to consume the white-paper?
  • Where did they spend the most time in the article?

This is but a subset of the questions that enable content creators in building the ‘good stuff’. Arming them with this information focuses content development and the associated spend in the right areas for the right people. As important, engagement level measurement ensures a consistent, high quality product the target audience is sure to need and want prior to asking for it.