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The Minimalist's Guide to In-House Training
12 Oct, 2011 By: Robert GreenInstructing users about new techniques and correct procedures is necessary, but it takes time. Use these tips to streamline the process.
Author's Note: I've been receiving a lot of e-mails lately that start out like this: "I need to [fill in the blank] but I don't have much time. Can you give me some ideas about how to get more done in less time?" To answer these questions, I'll pass along some tips in an occasional series I'll call "The Minimalist's Guide." Let me know what you think.
A fact that sometimes gets lost in the hurry-up existence of the CAD manager is that users won't magically use your standards or follow your best practices just because you have them. No, they'll only do so if they are trained to do so.
I already know what you're thinking: I don't have time to train people! Yet if you don't train them, they'll work in nonstandard ways, necessitating rework that's frustrating for everyone. So the question becomes, What's the best way to train your users with the absolute minimum time investment on your part? In this edition of the CAD Manager's Newsletter, I'll share some tips that work well for me. Here goes.
Solve Problems and Speed Up
First, realize that to minimize your time investment, you'll have to prioritize topics so that you only spend training time on topics that really matter. After all, you can't train everyone on everything without investing a lot of time, right? So how do you decide which training topics are most important? Consider these metrics:
- Does the training topic address a current problem?
- Will the training topic give users methods to achieve greater speed?
- Will the training enhance best practices and standards?
If you come across a training topic that meets two or three of these criteria, you've got a winner. If you find a topic that meets just one, then it should be prioritized a bit lower.
My goal when training is not to show cool features or have an open discussion, but to eliminate problems and help users work more quickly; most times this includes some sort of standard or best practice component.
Don't Aim for Perfection
Second, realize that successful training consists of delivering valuable information in a way that is easy to understand. It doesn't require professionally designed graphics, glossy handouts, or perfect standards manuals.
In fact, some of the best training sessions I've ever given were done with very basic course guide handouts and simple examples. Conversely, some of the worst training sessions I've ever attended featured great demos and wonderful course guides, but the instructor couldn't communicate the information. If you can't explain the concepts in a way that users understand, nothing else matters.
Don't fuss with elaborate training materials; rely on basic examples and simple, well-organized course guides instead. You'll be able to train users sooner, and you won't waste a lot of time on unnecessary materials.
Examples and Course Guides
So what's the quickest, easiest way to prepare examples and course guides for your training class? Here's what I do:
Conceive an exercise. This is what I'll use during training, so it needs to be simple enough to understand yet demonstrate the concepts clearly. Save before-and-after cases of your models, parts, or drawings so you can easily demonstrate each step.
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on: October 12, 2011 - 1:26pm