Build Your Training Portfolio

🔥 Unveiling the Blueprint for a Killer Training Asset Portfolio! 🔥

Building #training #assets for your #SaaS implementation? Ever wondered about crafting a top-notch portfolio for your #trainings? Today, we dive into the secrets!

🔍 What's in Your Arsenal?

Let me guess:

➡️ You have a #HelpCenter.

➡️ You offer #instructorled #training for implementation.

And... that's about it.

While these are great starting points, your implementation portfolio should be diversified. So, let's talk about how to expand your portfolio into something that will be helpful to your users. 


🗂️ Navigating the Matrix

I like to use a 3x3 matrix for analyzing our implementation portfolio: you should have assets that work for

And... these need to work in

Make yourself a 3x3 matrix. Log your resources that you have. Be sure to link access points to the resources to the matrix for easier access later.


🎰 Where do assets go in the grid?

So, let's look at an example: You have a help center.

That's generally going to be useful in 💻📝 self-led text-based onboarding since help centers and knowledge bases are usually text and image based. (You could add #videos or #gifs to spice it up!)

Could you incorporate your Help Center into your live presentation? Sure, but it's not the corner stone. So, make a self-led guide in your help center for onboarding.

But, you're not done!

➡️ You still need an in-person text object - I like printable eBooks with QR Codes for this. (Click here for my favorite #QRcodemaker! It's FREE!!)

➡️ You still need an blended text object - this can be handouts that accompany your instructor led PD, such as case-specific flyers that follow up on topics discussed in the session or a 1-pager about the session.

🧠 Why Bother?

Because #learners have #preferences for #knowledgeacquisition and while these preferences are not requirements, presenting knowledge that matches their preference builds brand trust and encourages usage for your #techproducts.

We've debunked the "Learner Style" myth that learners only learn in their one style - however, that does not mean that learners do not have a preference. They will seek out materials that meet their preference - and if you don't have them, you're out of luck! 🎱

🚀 The Magic Formula

Repeat this for each 3x3 square — 9 areas — to craft a 💣BOM-tastic asset portfolio for implementation. No need to rely solely on instructors, empowering you to #scaleup your team without breaking the bank!