Learning collateral - some ideas
Physical collateral often needs to be produced to support knowledge acquisition before, during, and after training on a new software product.
These materials help reinforce learning, provide reference points, and encourage continued practice.
Here is a list of ideas that could be factored into a training plan.
Pre-Training Collateral
These materials prepare the team and ensure readiness for the training
Access & Setup Guide - Login credentials, Installation steps
Introductory Product Overview - One-pager or brochure, Key features and benefits, Comparison with previous software
Training Agenda - Session breakdown, Learning goals, Key dates
During Training Collateral
These materials support active learning and engagement in the session itself.
Slide decks - agenda, terms of reference for the session, screenshots, diagrams
Comparisons - Old vs. new software functionality
Role-Based Quick Start Guides - Tailored to different team roles, Highlight relevant features and workflows
Process maps or flowcharts - Visual representation of workflows helps with the visual thinkers in the room
Sandbox practice checklist - Tasks to complete in the test environment, encourages hands-on exploration, good for the pragmatists in the room
Post-Training Collateral
These materials reinforce learning and support ongoing use:
FAQ document - Common questions and answers, troubleshooting tips
Reference Cards / Cheat Sheets - Quick access to commands, shortcuts, and key functions
Knowledge Base articles (ideally digitised) - detailed step-by-step guides for specific tasks
Support channel info - Contact details, escalation paths, and community links