Training

CLIENT TRAINING;

WHY CLIENT TRAINING IS IMPORTANT:

Keeping your website current with the most current information and content is critical. Now that you have an organized and functional website, make sure your staff has good understanding of how to make any necessary updates to that website. Avoid mistakes and wasted time with a training plan.

MAKING A TRAINING PLAN:

  • Who will the administrators be of your website?
  • What are those primary tasks needing to be done?
  • What kind of and level of training will be required?
  • Will supplemental training be needed beyond initial launch?
  • Are there already members on team with relevant experience?
  • Would you prefer to have content updated by external team?

TOPICS TO CONSIDER:

Admin area (Dashboard)
How to create a new page or post
How to add an image or video
How to organize content and categories

TOOLS FOR CLIENT EDUCATION:

  • Meeting: (physical or virtual) for site overview to answer any questions
  • Video Recordings: with tutorials for clients to reference at any time
  • Written Documentation: can be provided to clarify any technical details
  • Instructional Emails: can be provided at client request for any topic
  • Contextual Help: within admin area can provide guidance on topics