Eighty percent of the conversations I have can be distilled into the question: “What are the steps in conceptualizing and building training”. More often than not product and marketing groups understand that new initiatives require the use of supportive components in the form of learning activities. The process for creating these activities can be distilled into four core steps:

• What
• Who
• Why
• How

What:

This is the initial step in the process where the product or skill the audience needs to know is defined. Think of this as the central theme from which all else emanates. Definition of the central theme prior to commissioning development is key to building a focused and high impact training. Not doing so wastes the resources of both your development team and the target audience, not to mention damaging your professional credibility regarding your ability to conceptualize and execute on strategic initiatives.

Be sure to define your central theme with this in mind; only 25% of what you’re teaching on the first pass will be retained. The remaining 75% is retained via post activity supportive materials and activities. In short, your activity must be focused to be high impact.

Who:

Having clearly defined and articulated the learning activity’s focal point, it’s time to identity ‘who’ the target audience is. Doing so requires that you gather as much information about this group as possible, such as:

• Direct job responsibilities
• How they are compensated
• Are they disparate
• Where do they typically gather information
• What are the expectations of their managing group

The more you know about your target audience the more focused and contextual your training can be. Context yields relevance, which in turn creates ‘stickiness’. Remarkable content, be it courseware or reference documentation is what you should always strive for. Never fall into the practice of saying: “It’s just a reference manual” or “It’s only this or that”. Always think about how the consumption of the material can be made easier and how usage metrics can be extracted from them.

Why:

’Why’ speaks to justification. It’s imperative you be able to neatly articulate the benefits the audience will garner once they’ve consumed the training. Equally important is a clear message for your boss as to why and how resources will be consumed to develop this learning activity.

Tackling the audience justification first, a good place to obtain data points is in the ‘What’ section you walked through earlier. Using a new product roll out as an example, here is a sample list of proficiencies that clearly communicate what the audience will be able to articulate upon consuming the course:

• Business challenges addressed
• Market dynamics
  • Size
  • Competition
  • Trends
• Opportunity assessment
  • Good vs. Poor
• How the product works
• Up-sell opportunities
• Value to the channel

The second part of the ‘Why’ section is justifying the development time and the associated spend to your boss. Illustrate how training is aligned with delivering on his job responsibilities, how it will positively affect the audience’s job responsibilities and ultimately how it corresponds with revenue generation activities.

How:

The ‘How’ is the final step. To be effective it is tightly aligned with the ‘Who’ and ‘What’ stages. This is where the, “rubber meets the road”. The ‘Who’ stage culminated in the audience definition. This identification is instrumental in determining which tools are most useful for communicating with them. For instance, if the audience is geographically dispersed, creating face-to-face training content will miss the mark almost entirely. An audience of this type would be best served with virtual training and self-paced learning opportunities.

Possessing a deep understanding of the subject matter pays dividends when creating training accordingly. Multi-faceted complex topics are best illuminated using videos and diagrams. Effective training is partly about showmanship. Don’t force the audience to adopt and learn new technologies in order to consume your training. Doing so is similar to forcing them to learn Mandarin prior listening to or viewing your ‘awesome’ podcast.