Effectively training your organizations is a key component of your portal's success. Not only will effective, efficient training benefit the organizations, it will also make sure that you do not spend all your time answering questions from these organizations.
This is somewhat of a lengthy concept, so if you have no idea how to train an organization, please email us here and we can talk you through it.
What we can talk about are Training Best Practices:
Target your Training:
You have the advantage of working 1 on 1 with your organizations. This means they benefit from a real person training them and you benefit because you can get an understanding of their needs. Really focus on identifying these needs and then crafting where you emphasize the topics most relevant to them. This will limit what they are having to process and creating a more efficient process for you as you aren't having to explain conceptual topics they don't use. That's not to say, touching on all capabilities of the system is necessarily bad, just that careful that you don't overwhelm.
In Person Training:
Sure, hopping on a call to run through the system can seem like it is the easier way, but in our experience it ends up being a much less effective training process. Often times, leading to many client questions or even retraining. People are often times more present and focused in person and much more likely to engage in way that they will retain. Even if it's a drive, we really do feel its totally worth it and really reinforces your local presence.
Set Up the First Event Together:
One of the practices we have learned is to have our organizations bring their first event's information with them to the training. After we give them the overview of the system, we work through entering that info together, often times addressing questions that come up related to their specific needs. Just be careful that you don't just take the reins and start doing it yourself. It's always more effective for organizations to get their hands on the system.