How to Create Engaging Training Content With Limited Resources

Have you ever had that experience of attending an event, watching a video, reading a blog post, or listening to a TED talk that made you feel captivated and excited to share what you experienced with the world?

Not many people can define what “engaging content” really means when it comes to training. What’s more, many learning professionals are facing significant cost and time pressure to engage new hires, keep employees up to date on compliance, and provide continuing education to further develop the workforce skills. It can be a very overwhelming job, but we have to do it well!

In order to unpack how instructors can design more engaging learning experiences that make employees say “that was awesome”, we chatted with Charbel Semaan, ex-Googler and Yahoo instructional designer, and Mohit Garg, Co-Founder of Mindtickle.

Charbel, what makes content engaging for learners?

Charbel: Engaging content is something a learner would consume even if it wasn’t required. The bulk of corporate training is required content. There’s very little choice in what a learner consumes. Contrast that with social media streams or online streaming video, full of various content.

What makes you click on an article from BuzzFeed? What makes you pick an original series from Netflix or Hulu? I ask myself: What would happen if it was a requirement for me to click on someone’s post from their Twitter feed? Would I be more or less likely to engage?

The balance is between giving learners more choices in content to engage and making required content more likely to spark a desire to engage. For the former, we ought to loosen the reigns in creating rigid curriculum flows for adult learners; for the latter, we could learn much from cross-functional fields like marketing, behavior science, and gaming (e.g. headline copywriting and its relationship to course title copywriting, engaging YouTube videos that make you want to watch over and over, or addictive games like Flappy Birds or Timberman).

Mohit, same question. What makes content engaging for learners?

Mohit: Let’s draw upon differences between how consumer-centric and employee-centric learning are viewed. When you consider consumer-centric learning, for example when learning on sites like Coursera, Skillshare, and Udemy, the learner chooses to invest there because they want to invest in themselves and get smarter.

By contrast, with employee education, the focus is on “how is this person going to benefit my organization” rather than the individual learner. However, the same person who would choose to use tools like Coursera, Skillshare, and Udemy on their own time to learn does not disappear in the work environment.

You can have different personas for your learners in these different contexts but you must keep in mind that their aspirations are the same whether they are at work or learning on their own. To increase engagement, a sense of purpose should align with a person’s aspirations as an individual and as an employee. For millennials, this is even more important.

Gamification can help to create engagement and motivation as well. It provides feedback and can be used to aid in setting aspirational and motivational goals. Social aspects can be tied to the learning experience with gamification.

To increase engagement, a sense of purpose should align with a person’s aspirations as an individual and as an employee.

Charbel, why should leaders care about making training content engaging?

Charbel: If you’re a leader who has ever uttered the words, “We believe in developing our people, their talent” or “We want to provide our partners with the best resources to share/sell our product” then I would hope you show that commitment through engaging educational content.

Otherwise, what are we really telling our employees, colleagues, partners, and customers? I think we’re telling them it’s not important enough to invest in high-quality training content so what we have over here is good enough.

We can learn from cross-functional fields like marketing and bring this to employee training to optimize it. The point I’m making is it that we don’t look at examples of how other functions succeed and we “stay in a silo”.

Marketing and training go hand and hand and the line is increasingly blurred. Incorporating a strong content marketing focus helps engagement which in turn helps people do their job better. I think those lines are blurring in a good way.

Charbel, but what should you do when you have to create engaging training content in an industry or field that most would consider to be “dry” and dare I say “boring”?

Charbel: I was talking with a LinkedIn Technologist about instructional design. She asked me what I considered “instructional sound.” I believe it’s about engagement. My measure of engagement is: would the learner engage with and consume content if they didn’t have to? It can be daunting for educators to have to answer the question: how do you make “boring content” interesting?

My advice takes a look at organizations and brands who do this well. For example, ZenDesk is a customer service tool. You may think it would be tough to make that engaging but they use humour and great branding. There is one feature where they had an old couple talking about customer service topics in a humorous way. Another strategy I’ve seen people use is to be self-deprecating. Go ahead and call out the fact that it isn’t exciting. Making the training as applied as possible also helps.

The bottom line here is to be creative and think about how to connect creative thought to the learning experience. Making an investment in this thought process is not always appealing. However, taking shortcuts is not good enough; we need a mentality shift.

Mohit, what are benefits for leaders who focus on creating more engaging training experiences?

Mohit: Learning investment to date has been driven by 2 motivating factors:

1. fear of loss. Think regulators, compliance, litigation etc…

2. promise of gain. Think more engaged and productive employees. We are all familiar with the “fear of loss” factor. I want leaders to focus on possibilities and potential of investing in the second factor, “promise of gain.”

A growing number of organizations realize the potential benefits of effective onboarding, there is increasing recognition that greater investment in onboarding can translate into a larger ROI. Engaged employees are better for ROI. They have a longer tenure, lower turnover and they get to productivity much more quickly.

From a sales training standpoint, according to an SAP study, salespeople spend 65% of their time searching for information and looking through reports to support selling. Providing the right sales tools and more engaging training allows the salesperson to spend less time researching and more time in front of customers. This is a source of creating value.

Charbel, what are some barriers that prevent learning content from being engaging?

Charbel: In terms of barriers, learning and development and human resources are almost always viewed exclusively as a cost centre. High-quality content and design of training material, courses, and skilled people to do it becomes a question of spend vs. investment.

What further complicates it is the lack of clear measurability of ROI of training content as it relates to revenue, profit, and savings. We focus too much on vanity metrics instead of metrics that have a relationship with the business itself.

Following up on that question, what are some myths about creating engaging content?

Charbel: One of the biggest myths about creating engaging learning content is that good design is meant for websites and apps. Why not training content? Another popular one is that good design is expensive – it doesn’t have to be.

Then there is “I’m not creative enough to make the training look better.” We need to keep in mind that design isn’t just about how something looks.

One of the biggest myths about creating engaging learning content is that good design is meant for websites and apps. Why not training content?

Mohit, are there other barriers or myths you’ve noticed?

Mohit: One barrier I see is learning and development not being in sync with the learner’s persona. Sometimes instructors don’t do enough research on what would be best for the learner.

Another challenge is that the production tools are not agile production tools and/or there is a long production cycle. When this happens the training content is often out of date or is not relevant anymore.

One of the myths I’ve encountered is that some trainers believe throwing in animation and audio effects will make content engaging. The other myth is that you need to have a fancy, professional production set-up for creating visuals. You can do this with your iPhone video camera!

It is more about speaking to the learner and figuring out the audience and context. There is potential in creating content on your own.

Charbel, does it cost a lot to produce engaging content?

Charbel: I think the first thing to consider is emphasizing investment, not cost. From there, it’s easier to make decisions that are based on what’s optimal. Another perspective: Spend on the expensive stuff if it’s the right tool and this can bring value (especially if someone on the team can maximize its value).

For example, don’t buy Adobe CS just so an employee can crop/resize an image in Photoshop. Plenty of free tools to do that. If your employee can make incredible graphics and engaging visuals, however, then why limit them to an inexpensive tool with limited features?

Where you spend more on value for one tool, you can always spend less and save on less important tools and resources.

Mohit, if I am pressed for time and need to scale training in a rapidly changing business environment, what are some effective ways to create a scalable and repeatable process for developing engaging learning content?

Mohit: In this type of environment, facilitating informal learning in your organization is key. This can be accomplished with a social platform and discussion boards with question and answer capability. This will alleviate the need to refresh content and you can create e-learning faster on the fly.

Also, in this type of environment, production at scale is very important. Not everything can go through learning and development. Instead, we need to create a culture where subject matter experts within the business can own content creation.

An agile learning platform can enable business line managers to create content. With complex tools, these subject matter experts will not be empowered. For example, a manager could create a course by copying a template or copying an existing course as a starting point. This is an example of how you can empower experts within your organization to help develop training content.

Charbel, any final words to add?

Charbel: Look at things in a decentralized way. Don’t spend a ton of money on expensive tools. Instead look at tools that help you to achieve the end result. If you don’t need the full features Final Cut Pro, you can use iMovie. Learn how to hack and squeeze every last drop. On the flip side, don’t just get something cheap with limited features. Invest in the “right tool for the job.”

I also encourage you to use design resources as inspiration. Look up what popular people do on Dribbble, YouTube, Visual.ly, etc., to see how they design their content. What can you borrow from them? What dots can you connect between two different media to implement into your training content? This speaks to combinatorial creativity, and Maria Popova and Austin Kleon are two writers who explore the concept of borrowing and connecting dots from other people’s creativity.

Finally, set up a system for success. This will help you save time and gain efficiency. Leveraging templates and a process as much as possible for all types of content helps you nail the editing and publishing process.

For instance, check out Wistia, they use the same set up every time for more efficient video shoots. They have the same lighting and camera placement and markings on the ground. This makes it easy to go shoot in minutes. You can dedicate space to this.

Another example is Moz.com, with their Whiteboard Fridays feature. It is super simple. They use the same whiteboard set up. Also, they shoot everything in one take, this reduces post-production editing.

Thank you Charbel and Mohit for your helpful insight on making training content more engaging!

If you’re interested in achieving “that was awesome” level training experiences, we’d love to connect with you! Let us know your thoughts on how you create more engaging training in the comments.

Charbel Semaan Charbel Semaan (@charbeljs) helps people and organizations flourish through cognitive science and experience design. He’s worked with high-growth, global teams in product design, marketing, sales, customer success, and talent development at various startups, Google, Yahoo, and Stanford University. Charbel is the founder of Talent Triggers, an innovation and design consultancy.

Mohit GargMohit Garg (@MohGar) is the Co-Founder of Mindtickle Interactive Media Pvt Ltd. Mr. Garg has a diverse work experience spanning across 14 years and four continents. Prior to co-founding Mindtickle, he served as a Director in PWC’s management consulting practice at New York and is a senior member of product teams. He was awarded “Entrepreneur of the Year” by Startup Leadership Program (SLP) in 2012. Mr. Garg holds an MBA degree from ISB and MSEE from Stanford University.

The First 90 Days in a Sales Rep’s New Job [Infographic]

The first 90 days in a new role is critical, but for a sales rep, it can make or break. There’s so much information for them to learn, from the product and internal processes to customers and the competitive environment, that it’s easy for them to become overwhelmed. To keep your new hires learning, adopting and moving along the path towards their first sale it’s important to structure their first 90 days.

Sales onboarding is all about making sure your rep is sales-ready; ready to connect with your customers and start selling. To reduce their ramp-up time and increase their sales readiness, here’s our roadmap for the first 90 days.

Make sure you’ve covered everything to ramp-up your new hires and make them sales-ready with our sales training checklist.

The Power to Delight: Inspiring Quotes on Customer Success

Inspiring Quotes Customer SuccessCustomer success is a term that has many different definitions, but as Venture Beat notes each organization chooses what functions it considers important enough to be included within its meaning of customer success.

Regardless of how you define the term, at the core of every customer success function is the customer. Here’s some other quotes that inspire and give me the power to delight.

Tweet This: Customer success is about more than delivering service or support.

Lincoln Murphy, Growth Hacker at Sixteen Ventures

Tweet This: Give one person responsibility for listening to your customers and authority to act on what they hear.

Guy Letts, Co-Founder of Customersure

Tweet This: Make everyone think about things from the customer’s perspective… design how things work jointly with your customers.

Mike Grafham, Office365 Customer Success at Microsoft

Tweet This: Companies need to prove their worth… if they wish to win their customers’ loyalty.’

Kaiser Mulla-Feroze, CMO at Totango

Tweet This: Focus less on being at the top of every social media channel and more on building easy ways for customers to contact you.

Richard White, Founder & CEO at Uservoice

Tweet This: The biggest barrier to customer success is CEOs not making it an important part of the culture.

Nick Mehta, CEO at Gainsight

Tweet This: Just one phenomenal customer experience can make a world of difference when it comes to word-of-mouth promotion.

Karl Wirth, Founder & CEO at Evergage

Tweet This: Smart companies have realized that customer loyalty is the most powerful sales and marketing tool that they have.

Bill Price, Founder of Driva Solutions

Tweet This: With the shift to the SaaS model, the connection between your customer’s success and your success is much more direct and felt more quickly.

Ken Lownie, Founder of Ken Lownie Consulting Partners

Tweet This: Make sure every single employee in your company knows precisely what value your customers are seeking and how he or she can impact it.

Tom Krackeler, VP & GM Z-Insights Product Line, Zuora

Tweet This: A satisfied customer is the best business strategy of all.

Michael LeBoeuf, Professor Emeritus and Author

Tweet This: We see our customers as invited guests to a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better.

Jeff Bezos, Founder of Amazon

Tweet This: Once you create a loyal customer base, it’s tough for a competitor to take that away.

Joe Mansueto, Founder and CEO at Morningstar Inc

Most of your competition spends their days looking forward to those rare moments when everything goes right. Imagine how much leverage you have if you spend your time maximizing those common moments when it doesn’t.

Seth Godin, Author

Tweet This: Do what you say you are going to do, when you say you are going to do it, in the way you said you were going to do it.

Larry Winget, Author

Until you know what it takes to achieve success from your customers’ perspective you will just waste valuable time doing things that will have little long-term impact.

Jason Whitehead, CEO at Tri Tuns

Tweet This: As far as the customer is concerned, the interface is the product.

Jef Raskin, Human-Computer interface expert

Tweet This: When you improve your product so it does the customer’s job better, then you gain market share.

Clayton Christensen, Professor at Harvard Business School

Tweet This: My definition of ‘innovative’ is providing value to the customer.

Mary Barra, CEO at General Motors

Tweet This: It’s no longer about interrupting, pitching and closing. It’s about listening, diagnosing, and prescribing.

Mark Roberge, Chief Revenue Officer at Hubspot

Maximize Channel Partner Success with Robust Onboarding and Certification

Channel partner onboarding CertificationIn my previous post, I talked about how important our customers believed it was to get their channel partners set up for success quickly. Many felt that ramping up their partner’s reps to sell their product as early as possible was critical to their future success. And some found out the hard way that if it took too long for their channel partners to start closing deals, their reps simply lost interest in their product and it was then virtually impossible to get them back on track.

But those that managed to onboard and certify their channel partners early believed that it solidified their partner’s ability to sell their product with confidence, and in some instances even gave them the edge over other products in their channel partner’s suite.

The channel training continuum

Channel Training Continuum

While the depth and breadth of your onboarding and certification will vary depending on where you sit on the channel training continuum, I’ve identified three areas where our customers focused their efforts.

  1. The welcome kit
  2. Channel partner kickoff
  3. Channel partner onboarding and certification

The welcome kit

Most people I spoke to felt that a welcome kit was the bare basics that were essential to set their channel partners on the right track. Some things that they recommended including were:

  • Stakeholder details: Giving them points of contact when they need to register a lead or have an objection query;
  • Welcome message from your leadership team: Providing high-level information on the product and where your channel partners fit into the overall business strategy; and
  • Process and product information: Giving them access to everything to get them started, from your partner enablement platform to price lists and product information.

Most felt it was best to make the welcome kit available on their partner enablement platform rather than overwhelming reps with bulky hard copies or attachment-laden emails.

Channel partner leadoff

To get their new relationship off to a flying start, most customers held a channel partner meeting in the first couple of days. One customer used the leadoff as an opportunity to relay their vision for the relationship and generate excitement about their products.

While it is possible to conduct the leadoff remotely most felt it was more effective in person. One organization brought in some of their business leaders and key stakeholders to speak to their new sales team in real time. They felt this was not only very impactful but also showed their channel partners how committed they were to their success and the relationship.

Channel partner onboarding

In my discussions, I was interested to learn that not all channel partner onboarding programs were created equal. Some companies had different levels of training depending on what the primary KPIs of the channel partner’s reps were. This in turn also influenced how long the onboarding process took, and ranged anywhere from three to ten days.

For example, one business used a channel partner only to generate leads for them. Their training included:

  • How to frame an elevator pitch
  • Product training
  • How to conduct cold campaigns
  • Examples of email templates and cold calling scripts
  • Their best success stories

Another customer also charged their channel partner with managing opportunities, so their onboarding program also covered:

  • In-depth product capabilities and benefits
  • How to conduct a product demo
  • Handling common objections
  • Case Studies and talking points

Regardless of the depth of the training provided, all of our customers found that their onboarding program was most effective when it included a mix of media such as video, presentations, quizzes and even role plays. For example, one used quizzes to help reinforce product training and role plays to perfect elevator pitches.

One of the customers I spoke to runs a very complex channel partner program, with a tiered approach to their partners’ sales team. Some channel partner’ reps only conducted lead generation, while others were charged with seeing the sales process right through to closing. In line with these different services, their onboarding program had several training paths. This ensured that no one was being trained for anything they didn’t need, thereby cutting down the onboarding time for some reps so they could start selling quicker.

Another organization that I spoke to found that it made sense to tailor their onboarding program so that it fits in with their channel partner’s specific business model. This high touch approach meant that they couldn’t bring on board several channel partners at the same time. But they believed that taking a bespoke approach reaped greater benefits in the long run as their onboarding program made more sense to their channel partner. In some instances, they even removed parts of their onboarding program because they found it had already been covered by another product’s process. This not only cut down the onboarding time for their product but also ensured they weren’t providing reps with the information they’ve already been trained on.

Mindtickle Learning Board

The shorter training sessions, when coupled with other tools also helped improve engagement. All of the companies I spoke to believed that the information in their onboarding was adopted more readily when it was made interesting or had a tangible outcome. Some facilitated peer to peer interaction in the learning process, while others created healthy competition by gamifying outcomes.

While each organization bore the responsibility for putting together their onboarding program, some also involved their channel partner when creating the program. Many found this is to be particularly helpful when the channel partner was responsible for a marketing budget, as it gave them buy-in into the onboarding process.

Channel partner certification

All of our customers felt that certifying their channel partner’s reps was an important step in their partner management process, and translated into a greater share of wallet for their product.

One company commented that as their certification process improved, they were able to scale their business faster as well. This is because the certification process helped them identify what additional coaching or training their channel partner’ reps required, and also enabled them to prioritize their efforts between different channel partners.

Just as the onboarding process had different tiers, those customers with complex channel partner relationships also had different levels of certification for individual reps. For example, one organization used:

  • Level 1 – For partners who are responsible for lead generation
  • Level 2 – For partners who are also responsible for conducting demos
  • Level 3 – For partners who are also responsible for closing the deal

They then rolled up these individual certifications as part of their broader accreditation for each channel partner.

The First 4 Things You Can Do to Help Your Channel Partners Ramp Up Quickly

Sales Channel partner ramp upI’ve previously talked about how some of our customers decided what was the best channel partner strategy for their business. But once they signed on the dotted line many found that was when the real challenges began. While each had different issues, the overriding theme was how important it was to make sure their channel partners were supported from the get-go. But this wasn’t just about giving them product manuals or case studies. It was about enablement, process, and tools.

There were four things that emerged from these discussions that seemed to particularly help organizations ramp up their channel partners quicker and make them more effective and efficient.

Communication was a key issue that was raised by most. Making sure that channel partners (and their sales reps) know who they can speak to for specific issues was critical to their partner’s success. While those who had an exclusive channel partner strategy had a channel partner manager, those with targeted or global channel partners also had numerous people within their organization that spoke to their channel partners regularly. This coulNew Call-to-actiond include sales engineers, partner marketing communications, and sales training managers.

While the channel partner manager received leads, product marketing might help with product training, and the sales engineer provides tactical support in how to deal with specific objections. In order to avoid confusion, and also make sure issues could be dealt with quickly, most companies found it important to have a primary point of contact, usually the channel partner manager. This role is responsible for ensuring the success of their partners, so they would pull in different departments to help support a partner if necessary.

2. Provide well-defined objectives

Providing your channel partner with objectives that suit your business model is critical. For example, one of our customers created different levels of objectives for their channel partners that matched their internal strategy and then used certification levels to help their partners understand their role within the broader business.

For example, a Level 1 certification provided enough context and information to enable a seller to perform lead generation, while someone with Level 2 certification was qualified to also do customer demos, and a Level 3 certified seller was accountable for opportunity management. All the partners could see a defined progression and knew that they had to succeed at one level before progressing further.

Another customer took a different approach to help their channel partners understand how they fit into their broader business objectives. They sell tea through franchisees and found that their channel partners were more effective at selling after they had communicated their brand positioning. This is because their franchisees then understood what made their product unique, and they could then articulate this to customers, thereby validating their premium price positioning. This also provided context that they could then use to underpin their own objectives, defining for their reps what they needed to sell and how they needed to do it.

3. Give them well-oiled processes

While the customers I spoke to knew that their channel partners needed processes to enable them to sell, many underestimated just how much detail they really required. For example, one high-growth tech company found their channel partner kept asking questions about what collateral they should use when talking to customers and how they could provide specific feedback.

This experience made them realize how important it was to have well-defined processes for their channel partners. For example, their partners needed to understand not only each stage of their sales process but also what kind of questions they should be asking prospects in each stage. One customer used the

CHAMP framework

(Challenges, Authority, Money, and Prioritization) to help their channel partners qualify a prospect. They then used the

MEDDIC framework (

Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion) to help them get through the discovery process. By sharing the process and their questioning frameworks, they found their channel partners were more effective.

As part of sharing the process, many also found it helpful to share the specific collaterals that they used at different stages of the sales process. For some, this was quite a detailed process as they broke down the information so that their channel partners understood which collaterals helped counter a specific competitor objection for example.

Finally, all had implemented a simple and quick feedback loop. This allowed channel partners to share information from prospects that could then inform the company’s sales collaterals and decisions.

4. Provide the right software to support the success

While having a well-defined process is certainly important, it’s also critical that partner reps are supported with the right tools. The people I spoke to had several different areas where they found technology really helped their partners manage deals and also made it simpler for them to manage their partners. These included:

    1. Partner relationship management: These tools are used to register deals, make market development fund requests, conduct joint business planning and determine loyalty/reward programs, and report on the pipeline and indirect sales;
    2. Partner onboarding, certification, and ongoing learning: This helps provide training, certify sellers and automate their accreditation programs. Many of our customers use Mindtickle to help them do this; and
    3. Sharing sales collaterals: Providing channel partner reps with access to relevant collaterals like sales decks, demo information, competitive battle cards and success stories. This kind of functionality tends to be included in most partner relationship management tools and can be facilitated using Mindtickle.

With these four elements in place, the next stage for many was to put together a robust onboarding and certification program for their channel partners. I’ll take you through how they achieve this next.


Your Best Employees are Your Best Trainers 

Best Employees - Mindtickle

Your team is awesome. Each member is doing what they need to do to get the job done. However, over time you’ve come to realize that the even amongst your awesome team members, the differences in the way they approach their tasks to lead to varied results. E.g. the way Patrick completes a project is very different from the way that Veronica completes it. Also, Patrick and Veronica occasionally miss the mark on achieving the results you believe they should be achieving. On the other hand, when top performer Karen does a project, you are ecstatic. Karen gets amazing results to the point where the clients write rave reviews about her. You are now convinced – everyone needs to approach their projects more like Karen.

Your top employees have the knowledge, understanding of company culture, and the personal touch that can help make your business more successful. The key is to unlock the potential of the best and brightest ideas from your team. With just a little effort, you can enlist the help of skilled employees to uplift the rest of the team to a new level of excellence.

Imagine how standardizing your processes according to the best practices pioneered by top performers like Karen could help your employees work more efficiently and improve the performance. When your organization is quickly growing, and your team is doing ad-hoc solutions, it becomes increasingly difficult to make sure that the best ideas are diffused across your organization. This becomes ten times more challenging when you have multiple offices.

Benefits of getting your top performers involved in the training process

Getting your team involved in the training process will reap the following benefits:

  1. Effective application of the material. You can ensure that the employee not only gets the information but that they are also effectively applying it to their specific role when you have your top employees helping to train them. Getting the day to day application knowledge first hand from the people who use it daily is, quite simply, the best way to get them to hit the ground running.
  2. A more engaging experience. You are offering your team a more engaging learning and bonding experience when they can have a hands-on experience with a team member that currently knows the ins and outs of the company. It builds a more cohesive team for the employees to be learning from each other.
  3. Easier evaluation of employees. It is easier to evaluate the progress of employees when your established team members help with the training process because your experts know how the role should be performed and can clearly see any performance gaps in their trainees.
  4. Adds additional structure to the learning experience. It is also vital to involve your top employees who are already performing the job in the training process. One of the most effective ways to learn is to engage in intelligent conversation with an expert on a subject. Mentoring and shadowing are an excellent supplement to research and independent learning.
  5. Connects knowledge seekers to knowledge creators.You can tap into your top employees’ experiences by seeking their feedback in creating a training program that is specific to their function. They should also share their best practices and tips with the team.

A word of warning – expert employees don’t automatically make expert trainers

You might initially conclude that your most experienced employees would automatically make your best trainers. However, that is not automatically the case. Over time, we can develop what is referred to as an unconscious competence. We become so experienced that we can expertly accomplish the task without even thinking. E.g. we all seem to be able to type our passwords correctly without even having to think, but when we have to think of the password, it takes us a minute to remember it. Once you reach that level of unconscious competence, it can be difficult to train others. That process could be frustrating to both the trainer and the trainee. There are, however, ways to help turn expert employees who might not naturally be expert trainers into some of your company’s best training resources.

How to help your expert employees be excellent trainers

In order to properly utilize your employees as excellent trainers, you want to ensure that your employees have the following skills:

  • They know how to perform the necessary tasks.
  • They know how to explain the tasks.

Both of those points are necessary in order to have your current employees truly be beneficial to your training program.

If your expert employee knows how to perform the tasks, but is not fully prepared to explain the tasks you can:

1. Have your employee participate in mock training sessions with their team members. These mock training sessions can help your employee gain valuable training experience and help to make them more comfortable with the training process. Also, it helps them understand their unconscious competence, and become aware of their own best practices that they have become habituated to.

Action Item: Your expert employees can practice training others within their department different aspects of their role until they feel comfortable training on the same material.  Your employees can also provide valuable feedback to one another based on these mock training sessions.

2. Seek the feedback of your employees to determine the strength and weakness of each potential trainer.  If you have employees that perform similar roles, you can have each employee train only the portions of the material that they both know how to perform and know how to explain.

Action Item: If you have two-star employees that both perform sales, you can have each employee explain what they are comfortable teaching and have them train others together. This helps each of your star employees focus on their strengths with the safety of having their colleague there to help train on the things that they may not feel as confident about.

3. Leverage psychology to help your current employees become expert trainers.  The issue may not be that your employee lacks the skill to be an excellent trainer, but that they lack the confidence or motivation to do so.  Leverage psychology to spark the internal drive of your employees.

Action Item: Consider integrating game mechanics and social engagement such as points, medals, badges and leaderboards, social tools profiles, comments, chats, and walls. Your trainees can collaborate making learning more efficient, effective and delightful.

Your best employees have the potential to be your best trainers. By utilizing your top employees, you can grant your organization access to the most efficient and successful ways of serving customers. How do you currently use your employees for training programs? Do you have any tips that you want to share? Leave your comments below!


How to Conduct Half Year Reviews For Your Sales Team

How to Conduct Half Yearly Reviews For Your Sales TeamIt’s nearly time for the bi-annual performance review performance again. As I pulled out data and started to fill out forms for each of my sales reps, I started to think about how much benefit this process provides to them and whether there’s a way to actually make the mid-year performance review process more relevant from a sales perspective.
Turning to LinkedIn, I came across some interesting conversations on the way different managers approach reviews for their sales staff. The consensus seems to be that while a biannual review process may suit some business teams, it just isn’t adequate for sales managers. As David Collins Oliver observes, “The key is that if your sales manager is effective, they should be shadowing each salesperson periodically, doing quick one on ones, actively communicating with their team to truly understand the effectiveness of each salesperson. Thus, the one on ones should not be a major ordeal, unless of course the salesperson has not been performinng.
Edmund Chien agrees that more regular reviews are necessary for sales managers, “We conduct weekly mini-reviews. It’s much better to make small adjustments than going the wrong way for 6 or 12 months.”
In fact Brian Geery went as far as to say that you could almost do away with the biannual review process altogether:
“If your sales manager(s) are providing regular coaching and if you have monthly sales activity goals and annual sales quotas, there is no need for a mid-year review.”
However, others did offer some good thoughts on how to use the mid-year check-in to gather feedback and plan development opportunities. I really like this idea put forward by Craig Preston, “I think a great tool for mutual benefit is the 2-way review (allowing staff to also provide a review for management). This helps managers as well, and really aligns expectations of both salespeople and their managers.”
What appeared clear from my research is that coaching and reviews go hand in hand, and they should be part of the day-to-day management of a sales rep.

So How Often Should You Review Your Sales Reps?

There really are no hard and fast rules about how often you should review your sales reps, but it’s closely aligned to the level of coaching that they require. So it really depends on what stage of maturity they’re at as a sales rep. For example, your new hires will require a much higher touch than seasoned professionals who are operating at full productivity. There are four stages of development that we’ve identified that indicate the level of both coaching and periodic reviews. There are four stages of development that we’ve identified that indicate the level of both coaching and periodic reviews.
How to Conduct Half Year Reviews For Your Sales Team
Micromanagement – When you’re just getting your newbie up and running they need more tactical coaching and micro-management. For these reps, you’re probably speaking to them every day, reviewing their numbers and seeing how they’re doing;
Activity – For new reps who are moving up their cycle of growth or your C Players, their performance may look predictable but it’s still not quite up to par.  Their coaching needs are more activity based, focusing on specific skill gaps but they will still need you to watch over their performance closely. At this stage, you’re probably reviewing their performance a few times a week.
Pipeline – For consistent performers, your solid B Players, they’re ready to be more independent. Coaching should focus on helping them manage their pipeline. As they progress into this stage, they may only need you to review their performance once a week.
Results – The final stage of development is for those who are clear challengers, achieving results and performing at full productivity. These are your A Players and they’re independent performers. While you may not need to review them every week, it’s still important to check in regularly and work on areas of strategic coaching for fine-tuning and to keep them engaged.
While you prepare to tick the box for the mid-year review process, the reality is that this shouldn’t be the first time you talk to your reps about their quota or their development. Conducting regular reviews and structured coaching to plug gaps and develop each rep based on their individual needs will ensure there are no surprises at the end of the year. While HR may not allow you to do away with the mid-year performance review altogether, you can use this time to create a solid plan for developing your sales staff and a checkpoint to ensure that structured development and coaching plans are on track.
While HR may not allow you to do away with the mid-year performance review altogether, you can use this time to create a solid plan for developing your sales staff and a checkpoint to ensure that structured development and coaching plans are on track.


Insights from #SDSummit: Sales Onboarding Framework (Part 2)

In my previous post, I gave you a glimpse at the SiriusDecisions framework for Sales Onboarding that was presented at their SiriusDecisions Summit 2016. Since there is so much to cover I broke it down into two separate posts.

After you structured your onboarding program in terms of Knowledge, Skills, and Processes is time to think about certifications. SiriusDecisions divides certifications into two categories:

Effectiveness and Efficiency.

#sdsummit_sales onboarding framework_p2.1For each of them, there are three levels of certification to consider:

  1. Content Mastery
  2. Simulation
  3. Actual Execution

Certification is important because it validates that the sales rep can actually apply the learnings they have received. The first level of certification ensures the rep knows the material. The second level looks at whether the rep can apply the material in a simulated, pre-set scenario and controlled environment. This can be accomplished in many ways including using video role-play technology that gives the sales rep a safe environment to train in with a structured approach and the ability to obtain feedback. The third level has the rep in an actual customer engagement giving sales managers the opportunity to see how the rep applies the learnings in a real situation and also provides a great opportunity for coaching.

Measuring sales onboarding

SiriusDecisions recommends combining leading and lagging indicators to help assess the success of your onboarding program. The goal is to understand if your reps are progressing through the program at an adequate pace and if they will be ready by the time the program is over.  The importance of the leading indicators is that they serve as a good early warning system that something might be amiss or that course-correction is needed. You don’t want to wait 6 months only to realize the sales rep is not yet fully ramped up because of something that could have been identified earlier during onboarding.

What to measure, is, of course, the key question, so here’s what the analysts suggest.

Examples of Leading Indicators:

  • Velocity by stage
  • Conversion rates
  • Pipeline to Quota
  • Overall pipeline flow
  • Forecast accuracy

Examples of Lagging Indicators:

  • Close rate
  • Average deal size
  • Client mix
  • Win/Loss ratio

Another way to look at the indicators is to consider what SiriusDecisions calls “programmatic” and “individual” indicators.

Programmatic indicators are:

  1. Activity-based (how much time are reps spending on core selling activities vs. non-core activities)
  2. Stakeholder feedback (sales managers, team leaders, etc. observations of the rep’s performance)
  3. Business impact (the rep’s pipeline, productivity and performance metrics)

Individual indicators are:

  1. Know it (test if the rep knows the material and can do certain key activities)
  2. Demonstrate it (use a structured certification process to ensure reps can demonstrate the ability)
  3. Execute it (can reps perform in front of a buyer, do they understand the buyer and can they drive the sale?)

Critical stakeholders for successful sales onboarding

The closing thoughts from the SiriusDecisions session on sales onboarding are that there is a functional interlock when it comes to sales onboarding involving sales enablement, sales operations, marketing, channel marketing, sales leadership.
The sales leadership has to communicate to sales managers the importance of onboarding and support a culture of measurement and accountability. Sales operations have to provide the analytics to help assess leading indicators of onboarding success and sales enablement has to develop an onboarding process that is consistent and programmatic, with rigorous certification processes that simulate what reps will experience in the field.

I hope this gives you some interesting ideas as you review your current sales onboarding plan and can apply some of the best practices described above.