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How to Train Your Clients (and Customers) Joe Casabona wp1mo.in/wps-training @jcasabona

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wp1mo.in/wps-training @jcasabona Learn by Doing

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wp1mo.in/wps-training @jcasabona Learning Retention • Lecture – 5% • Reading – 10% • Demonstration – 30% • Group – 50% • Practice and Doing – 75% src

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wp1mo.in/wps-training @jcasabona How Does this Apply to Training?

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wp1mo.in/wps-training @jcasabona - Benjamin Franklin “Tell me and I forget, teach me and I may remember, involve me and I learn.”

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wp1mo.in/wps-training @jcasabona Creating Your Training

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wp1mo.in/wps-training @jcasabona High Level Process Overview • Come Up with Concept* • Develop Outline • Do & Document • Record, Write (formally), or teach IRL

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wp1mo.in/wps-training @jcasabona Come Up with a Concept • This works best for courses or specific topics (like how to use LearnDash or your own product) • Pick a single project to develop and teach through that • Could be real or fictional. For clients, make it their site & use their content! • Some ideas: Restaurant, NPO, anything from your portfolio, a real live case study

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wp1mo.in/wps-training @jcasabona Develop an Outline • What should students get out of course? • Define your objectives & your assumptions • “Ordered Brain Dump” • Very rough!

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wp1mo.in/wps-training @jcasabona Iterate on Outline • Refine the Outline • Fill in the sections some more • Best Case: This translates into your modules • Worst Case: It’s your “to do list” for creating the site

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wp1mo.in/wps-training @jcasabona Before You Do… • Decide the medium for your course • In person or online? • Videos or text-based tutorials? • Create all the content • Write all the Words and choose all the images

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wp1mo.in/wps-training @jcasabona How will you Build the Course?

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wp1mo.in/wps-training @jcasabona DO & Document • Take each point in your outline, one-by-one, and do it. • As you do, write down what you do & take screenshots • If you’re using video, record the whole process; you can always edit later.

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wp1mo.in/wps-training @jcasabona Do & Document • You may start reworking or even adding content at this point • Make sure what you’re doing make sense and adheres to your objectives • Always work towards your final product

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wp1mo.in/wps-training @jcasabona Why Do First? • There are lots of reasons to do as you go • What if a process changed or works differently than how you remember? • You’re forced to explain what you’re doing as you do it • You can quickly change direction as needed

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wp1mo.in/wps-training @jcasabona Final Product Up and Running with Beaver Builder Introduction The WordPress Editor What is Beaver Builder? Primer & Terminology Configure Settings Beaver Builder Theme Content & Finding a Good Theme Choosing Colors & Fonts Customizer: Content Areas Customizer: Color Scheme Customizer: Fonts Creating Your Pages Setting up the Pages Intro to the Page Builder Home Page About Page Trips Page Contact Page Other Functions Modules Kitchen Sink Importing & Exporting Resources

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wp1mo.in/wps-training @jcasabona Training Tools

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wp1mo.in/wps-training @jcasabona What I Use • Pen & Paper (and lately, iPad Pro 10.5”) • LearnDash to Organize my Courses - WordPress LMS • Screenflow for Videos • rev.com for transcriptions & scripts • Microsoft Word for Written Documentation

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wp1mo.in/wps-training @jcasabona What I Use • Zoom for Webinars • Photoshop for Custom Graphics • Mac for Screenshots - single browser, 1 tab, no bookmarks.

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wp1mo.in/wps-training @jcasabona Creating Screencasts

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wp1mo.in/wps-training @jcasabona What You Need • How to Create Screencasts People will Actually Watch - Shawn Hesketh • A Decent Mic • A Reasonably quite room

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wp1mo.in/wps-training @jcasabona Process • Record Everything! • Narrate as you work - explain what you’re doing • Speak slowly and pause between points • If needed, re-narrate later

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wp1mo.in/wps-training @jcasabona What to Cover

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wp1mo.in/wps-training @jcasabona Define Your Objective • In most cases, teaching everything is impractical - unless you’re training a client on a site you built. More on that later • Instead, define your objective for your training and choose the topics that will help your students achieve that • Make it specific - “Learn how to use Beaver Builder” is too general. “Build a basic informational website with Beaver Builder” is better

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wp1mo.in/wps-training @jcasabona Training Clients • When you build something, it’s a bit different. You need to train them on all custom functionality and plugins they need to interact work. • For basic WordPress functionality, the WP101 plugin is perfect. • Use what’s available to you! • Gauge Skill Level

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wp1mo.in/wps-training @jcasabona Determining Skill Level

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wp1mo.in/wps-training @jcasabona This is Tough! • For courses, you can state assumptions - definitely do this! • For training clients, you can ask what they know and then set a base • Some may over- or under-estimate what they know so watch for that • For live sessions, it can be a wild card

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wp1mo.in/wps-training @jcasabona Tips: • Pause often and ask questions to your audience. • Do a simple show of hands at the beginning of live sessions. • Watch their faces (in a classroom or talk) - if they look confused, back up

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wp1mo.in/wps-training @jcasabona This Comes Down to Empathy

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wp1mo.in/wps-training @jcasabona I give a whole talk on this but: • Remember they don’t know what you know. That’s why they hired you. • Remember Your First Time • Make them feel comfortable.

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wp1mo.in/wps-training @jcasabona Comfort Makes for Better Learning!

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wp1mo.in/wps-training @jcasabona Help Them Do • In video, ask a question then tell them to pause to answer the question. • In one-on-one training, show clients how to do something, then have them do the next one. • Ask questions and expect answers.

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wp1mo.in/wps-training @jcasabona What’s that about giving a man a fish?

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Teach Your Students to Fish by making them Fish* *Or whatever it is you teach. You can take them fishing too.

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wp1mo.in/wps-training @jcasabona Front End Developer 
 Teacher Joe Casabona casabona.org