Facilitating a training session
Training should be tailored and facilitated as if we are telling a story with a purpose. Planning and creating the right kind of story will engage your users and you can connect with them in such a way and influence them to understand and use the system the way it is intended to be used.
In our case, when we train the users, we shall ensure that they get a holistic view of the complete business process with the functionality. In our example, it can start from logging into the system until they complete the interaction with the system. Let’s see an example with the following sample steps:
- User login: This includes the steps for accessing the system via URL or app, resetting the password, and so on.
- General system navigation steps
- Lead management: A service analyst may not care much about lead management, but covering this topic briefly during training will help them understand the overall flow.
- Converting leads to accounts...
