Author Archives: Carol Prigan

About Carol Prigan

I am an education and professional development specialist serving adult learners through instructor-led and online training. I create programs to teach technology applications and sales.

It’s About The Experience

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I love getting surveys in my email about my last Starbucks or Panera visit. Hey, at least they cared enough to solicit my opinion! I almost always fill out the survey. Why? I had a string of less than stellar experiences at a particular branch of a “fast casual” restaurant chain and I let them know it after each visit. I got a response, too. In addition to the expression of gratitude for taking the time to let management know about my experience, they sent me a $25 gift card to encourage me to come back. I could only hope they took my suggestions seriously.

What do these surveys usually ask you about? If you visited a restaurant or coffee shop, you’ll be asked about the quality of the food or beverage you purchased. But look at the questions again. They want to know about your experience, too. How clean was the environment? Was the staff friendly or make an effort to get to know you? How would you rate your overall experience? Surveys like these are a way for the business to determine how successful it is at achieving a good customer experience; one that will keep people coming back for more. It’s not enough to provide good customer service – anyone can do that. The public wants a good experience.

How does this relate to training? Several years ago, I bristled at designating students as “customers.” They should want to be there to learn! Yes, and – they deserve an environment that’s conducive to learning. It’s not enough to put people in a room and tell them something (i.e. a “data dump”). What was a common teaching method twenty or thirty years ago assumes that people will put up with anything to get the content. With the proliferation of ways to get information today (books, websites, YouTube, Wikipedia, etc.), there needs to be a compelling reason for someone to attend your training session besides the topic or the promise of continuing education credit. They are looking for a specific kind of experience in your classroom or webinar that will assist their learning.

In my opinion, the best trainers are those who can teach, entertain, and motivate people. The trainer needs to know the subject matter inside and out. Beyond that, the trainer also needs to be able to use techniques that foster learning and an environment conducive to learning. Let’s explore these three aspects of training:

  • Teach: Teaching is more than imparting information to an audience of people you expect to be sponges. Most of us who teach for a living understand that we need to use different ways to get our message across. We might use a presentation to support a lecture. Other times a demonstration might be in order. We also employ discussion, small group exercises, facilitation, role play and a host of other techniques to help us teach the content to a group. As instructors, we need to determine which ways to present the material we are charged with teaching to students. It’s part of our job to figure out what might work best and use appropriate techniques for the situation.
  • Entertain: Students need to like you before they’ll listen to you and do what you tell them to do. If you’re a likable person and everyone automatically absorbs your lessons, congratulations! Most of us have to work at presenting information in such a way that our students accept the tough lessons we’re trying to impart. When I say “entertain,” I don’t mean perform a song and dance routine. You might use humor to get them to laugh and relax. You might tell stories to elucidate a point. One thing becomes clear, though: The more you can use humor and stories in teaching, the more likely it is that the lesson will “stick.”
  • Motivate: Much of the time, we are looking for people to make changes as a result of our training. It may be something simple as using a different process or procedure. Learners might need to follow a new law or regulation. In my case, I am trying to get people to change their behaviors in their real estate businesses. I want real estate agents to have more conversations with potential buyers and sellers. I want them to be strong presenters and negotiators. I want them to use a technology tool to enhance their businesses. They need to understand laws and regulations and be able to follow them in their daily activity. I can teach them the dialogues and techniques, but if I can’t motivate them to use the dialogues and techniques, students have wasted their time in class. I have to know the “why” for anything I teach. Why is this important? Why does someone need to know this? I constantly ask myself these questions (and more) as I’m training. I often use stories to illustrate my points and motivate students to take action. I gauge acceptance of my words by the expressions I see on students’ faces and adjust accordingly. I know I need to motivate people to make changes they might otherwise not.

Many adult learners would rather do something else than sit in a classroom. My job as their trainer is to make sure that what I teach will be received enthusiastically or at least warmly. I want to motivate them to put their learning into action. I can give them good service or I can give them an experience they’ll remember. I opt for the experience.

Tips for a Memorable Webinar

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Whatever you want to learn, there’s probably a webinar being held to teach you or present an update. A webinar is a cross between a live, in-person class and online learning. You watch the webinar in real time, but you’re not in the same room as the presenter. You most likely can’t talk to the presenter although you can ask questions through a chat or Q & A function on the webinar platform.

What webinars make up for in convenience for the viewer they typically loose by a lack of interactivity or feedback. This, of course, depends on the webinar presenter and how willing the presenter is to use certain techniques for a more enjoyable and memorable webinar experience. Here are some tips I have learned and utilize to create webinars that are positive learning opportunities for the participants.

  • Customize the registration: Most webinar platforms (I use Zoom, but this is also true of GoToWebinar) give you the ability to customize the registration page, if not the entire presentation. Take advantage of this to give people an idea of what you’ll present and how you’ll deliver. This could be anything from color scheme to description and even the information you request from the registrant. If you can ask questions beyond name and email address, use this to determine participants’ experience with the topic or what they hope to learn on the webinar.
  • Tell people to register even if they can’t attend: You want people to attend the live webinar, but if they have a conflict at that time, you still want to get the information to them. If you encourage people to register even if they can’t attend, you will capture their information and be able to distribute the recording after the webinar has been completed. You can stay in touch with them and invite them to a future webinar.
  • Add handouts: Just because you’re online doesn’t mean you can’t give people something to hold onto or take away from the webinar to refer to. Handouts typically can be shared during a webinar through the platform. Participants can be prompted to download the handout at the appropriate time during the webinar and asked to refer to it later as well. If you use slides during the webinar that contain a great deal of information, give participants the ability to download a PDF copy of the deck for future reference. If you’re an independent trainer, you can use the handouts as a way to give participants your contact information and a call to action.
  • Use polls: Because the webinar is a one-to-many form of delivering content, the presenter has to work to encourage interaction. Polls are a great way to get feedback or information from participants. You can gauge whether participants are paying attention or checking their email by the number of responses and how long it takes for people to register their responses. If you are encouraging adoption of a tool or process, Polls double as a way to determine whether participants are on board.
  • Have everything open and ready to go: Close any programs on your computer that you do not need, especially email if you have desktop notifications enabled. If you are using web-based tools during the webinar, be sure to close other websites and browsers to avoid a drag on bandwidth during the webinar. Have your presentation open and in slideshow mode. You can then use the webinar platform’s menu to switch between your open documents or websites during the webinar and avoid having to minimize documents or switch between browsers. This makes for a smoother viewer experience.
  • Use a headset and test your audio: You will have more control over the sound of your voice with a headset. If you tend to move your head or use your hands as you talk, a headset will follow your mouth and you won’t risk toppling a microphone on the desk. If you have a multi-directional desktop microphone and are used to using it, by all means use it. I prefer a headset because I don’t have to worry about where the microphone is during the webinar. Test the audio before you begin the broadcast to be sure the webinar platform is picking up your voice adequately. You can also ask participants at the beginning of the webinar if they can hear you and see your screen.
  • Record the webinar: Recording your webinar serves two purposes. You can review your webinar performance and use what you discover to improve on future webinar presentations. I discovered that my gaps in presentation were disturbing (too many ummms and ahhhhhs!). I worked on making my presentation more succinct and cohesive after reviewing the recording. You can usually share the recording easily through the platform with participants and absentees for their review after the live webinar. This gives them the ability to go back over the material when they most need it.
  • Have someone monitor the webinar for questions or chat: If possible, it’s nice to have an assistant checking for questions during the webinar and posing them to you as you present. Otherwise, you must keep an eye on your chat or questions boxes to address questions during the broadcast. If you don’t have someone to assist you, notify participants that you’ll address questions at certain times during the webinar. I often answer questions at the end of the webinar for the participants only. I turn off the recording and make this personalized attention a bonus of having attended the webinar live.
  • Include the recording in the follow-up e-mail: This goes with the previous point about recording the webinar. Distribute the recording through the platform. Most webinar platforms give you the ability to create a link for the recording and include the link in your follow-up email. You will want to do this instead of attaching a recording to an email (usually not possible due to the size of the recording) or posting it on YouTube or some other video sharing platform. Why? Webinar platforms are set up to register when someone views the recording after the webinar. You can see who viewed the video and when. If you’re asked to provide this kind of information, you’ll have it at your fingertips. You may decide to post the video to YouTube, for example, but wait until a few days after the webinar to encourage initial viewing through the webinar platform.
  • Use the survey function: If there is a built-in survey function in your webinar platform, use it to launch a survey upon completion of the live webinar. This is a quick way to get feedback from participants. If the webinar platform allows for integration with a survey external survey, you can make more detailed surveys to judge participants’ retention of the material presented. Use this information to tailor the next presentation on the same subject matter.
  • Get the log: Access and download the webinar log to follow up with questions you didn’t answer during the webinar and to see who attended and for how long. Use the information you get in the log to help you prepare your next webinar.
  • Edit the recording: If you are able, download the recording and edit it before posting to other platforms. You’ll have the ability to delete dead air and take out the ahhs and ummms. If you’re demonstrating a technology tool during the webinar, you can add call-outs, annotations, and pan and zoom on the screen. I like Camtasia for video editing, but there are other options you can use.
  • Practice, practice, practice: It helps to practice before your webinar. Even more important is to practice before your next webinar. Learn from your mistakes and make the next webinar one that will have participants asking for more.

Webinars are a great tool to help people in far-flung places learn the material you want or need to teach. If done well, they can be a learning experience that will motivate participants and get results.

Technology Training Options

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My favorite go-to source for “how to” instructions is YouTube. When I need to learn how to do something on my computer, phone, or tablet, I open up YouTube and type “how do I .  . . ” into the search box and at least one of the results usually gives me what I want to know. I can watch a video and dissect the steps needed to perform the action necessary at the time. I’m not the only person who does this, but I do know many whom a video on YouTube does not help. They need something more than watching a video, alone. They need an instructor and a class.

This is where technology training comes into play. There are essentially two ways to deliver technology training: Demonstration or hands-on training. Demonstration classes can be either live, in-person or online, or on-demand. Hands-on training is always live, in-person training. Both have their place, and they each have pros and cons. Let’s look first at demonstration as a means to deliver tech training.

In a demonstration class, the instructor shows the participants a particular work flow or how to accomplish a task. The participants watch the instructor work through the process while the instructor explains each step. There are at least three positive aspects to delivering tech training by demonstration:

  • Low internet need: Because students are not using internet bandwidth for online tools, this type of class can be helpful when the location may be challenged to make enough wifi available for participants. An instructor can run the class using a wifi hotspot, if needed. Sometimes the best laid plans for hands-on training turn into a demonstration class when the wifi won’t support the number of devices being used in class.
  • Quicker: Because the instructor doesn’t need to start and stop to deal with individual hardware or connectivity issues, a demonstration class can be delivered faster than hands-on training. There should always be time for students’ questions as you demonstrate a tool.
  • Create excitement: When participants see what a tool can do for them when used as intended, they become excited about using it themselves. A demonstration class can cause them to try out the tool where if they had tried it themselves with or without hands-on training, they may have become frustrated and tuned out the instruction.

Hands-on training gives participants the ability to become familiar with using the tool. For some learners, “doing it” is the only way to truly learn how to use technology.
The instructor acts as a leader through a process or task; the student mirror the instructor’s actions to learn how to navigate a new tool or process. Positive aspects of hands-on training include:

  • Learning by doing: As much as we’d like to think people can learn by reading or watching instructional materials, some of our participants prefer to learn something by doing it. For these learners, hands-on instruction is their preferred method.
  • Answer questions: As learners work through a process or task, questions arise that may not have occurred to them watching a demonstration. Hands-on classes give them the ability to ask these questions and the instructor the opportunity to answer and reinforce what has already been presented.
  • Corrections: In hands-on training, instructors can address common usage mistakes on the spot. Nobody’s perfect, and often participants make mistakes that become learning opportunities in class. This can lead to less frustration when participants go back to work and begin to use technology tools on the job.
  • Individual help: If you have additional instructors available to roam the room, you’ll have people to address individual needs quickly and with fewer interruptions for the entire group. This gives participants the security to ask what they perceive to be “stupid questions.” If they feel comfortable, they may learn easier.

Both types of training and advantages and disadvantages, so when should you use demonstration or opt for hands-on training?  First, answer a few questions about the intent or purpose of this class:

  • Is this an overview to familiarize people or an opportunity to try out something?
  • Do you expect people to generally understand what to do or be able to perform tasks?
  • What is the method of delivery? (Online, in person, or recorded?) How will people be able to apply learning if they are watching a webinar, for example?
  • Will you be the only instructor available to work with the group?

When you answer these questions, you’ll find that the method of delivery becomes clear. You might also find that you plan for a two-step process where you might introduce the tool in a demonstration class or webinar and then follow up with hands-on training to take participants through the material you presented in the first class. When creating your lesson plans for either type of training, chart the process based on case studies for ease of presentation. Build in time for questions and getting side-tracked (you know it will happen). Encourage participants to get one-on-one assistance after class by scheduling the time and publishing that you (or another instructor) will be available for personalized help.

Be prepared for class with job aids. You might create printed materials with screenshots and step-by-step instructions. You could use infographics to illustrate the steps needed to work with a tool or perform an action. Perhaps you have created or have access to videos that participants can refer to after class. A web page with links to resources could be part of a follow-up email after the class.

Technology training doesn’t just “happen.” It takes time and consideration to put together the appropriate approach to the material and plan how learners will be introduced to it. Moreover, you will want to place technology training in a larger context of your training program. How will it fit in? How does learning technology tools help people do their jobs? Then, consider how you want to present the material and what will be the next steps when you determine whether to use a demonstration class or hands-on training for technology tools.

What’s So Funny?

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Professors who used corny jokes in my college days were considered at best quirky and most often just plain silly. We rolled our eyes at the jokes and thought they were crazy. They got me to pay attention, though, and herein lies the wonder of humor in the classroom: People are more likely to sit up and listen to what you’re saying if they like you or at least chuckle at your silly jokes. Humor enhances learning, especially when the humor is perceived to be relevant to the lesson being presented.

There have been many studies done on this topic. Some of them are anecdotal (this is what people told me) and some are more analytical (results of questionnaires or surveys). The basic question the studies seek to answer is: Why does humor help people learn? The consensus seems be that humor, when used appropriately, can have several benefits from helping students retain information to an increase in interest in learning and a decrease in anxiety and stress when dealing with difficult material.

One interesting study looked at the pros and cons of using humor in college classrooms. It became clear to the author from the answers to survey questions collected that humor done well improves students’ learning, retention, and attitudes toward the subject matter being taught. Humor that falls flat or is even inappropriate lessens the likelihood that students will understand the material or pay attention. Humor, when done well, is a positive reinforcement of the subject matter being taught and a way for instructors to help students learn.

How can you use humor with adult learners? It doesn’t really matter if you’re a naturally funny person or not. What counts is appropriate and relevant uses of humor in the learning environment. Humor that makes people uncomfortable or isn’t germane to the subject will fall flat (or even cause students to reject the instructor), but a well-timed joke or story that relates to the material being presented can solidify the point you’re attempting to make. To do this well takes a little practice and a good supply of stories and jokes.

I keep a list of stories and jokes to use in the classroom. For any particular topic, I can usually find something on my list that will help me warm up a classroom or drive my point home. If people truly learn well when you use humor in your lesson, then it makes sense to work this into your lesson. And, if using humor gets you invited back to present again, why not? At the very least, if you can’t be funny, be fun. Laugh at yourself if you make a mistake!

If you are going to used well-timed jokes or stories in a presentation, practice enough to make them succinct and natural. Try out new ideas on colleagues or friends first if you’re in doubt about how something might work in a presentation. If a joke or story falls flat, try to figure out why and don’t use it again in a classroom until you have determined whether it was your delivery or the topic that didn’t work well. Avoid singling out students and centering the joke or story on one person. If you make a reference, be sure it’s something most people will understand (TV references from your childhood may not work!). It’s important to focus on both your delivery and the relevance of the humor you’re using.

Humor can be a wonderful tool in your training/teaching repertoire. Use it well and wisely to help your students like and trust you, understand the material better, and leave the class wanting to come back for more.

 

Playing in Class: Role Play in Training

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What’s so bad about role playing? If you ask a group of adults to find a partner and role play a situation, they will most likely balk at the task. People shift in their places and look uncomfortable. There is deadly silence. Then there’s usually someone who has to return an “urgent” call or use the rest room. Suddenly everyone has something better to do than role play.

We don’t like being uncomfortable, and role playing puts us in a place we’re not used to. We’re not accustomed to pretend play as adults. In fact, we’re not used to playing at much in our business lives. It’s all so earnest and serious. Asking an adult to role play a situation is about as foreign to them as asking them to sing or recite a poem in front of their peers. (Except for those who are singers or actors!)

Role play has its place in training though, and especially in sales training. It’s one way an instructor can evaluate whether the learners have understood the material that was presented. By having learners engage in applying what’s been taught, the learner can begin to internalize the words and use and evaluate facial expressions and body language. Also, it’s nice to practice on someone who is not a client or prospective client!

So how do you get people to agree to role playing? Or perhaps more importantly: How do you get your learners to engage in role play? I believe there are five points to consider and implement for a successful in-class role playing exercise:

  • No pressure Participants need to understand that this is practice and anything can (and does) happen. There is no expectation of perfection. All they need to do is try.
  • Clear instructions Make it easy to understand what participants need to do. Break it down into bite-sized chunks.
  • Keep it short and simple No role play should go on and on. Very few people can remember what to say beyond a few questions or topics. The role play should focus on a discreet topic or line of questioning and be short enough that participants can change partners once or twice during the role playing exercise.
  • Sample script Have a sample script available either on a screen or in print that participants can refer to. Let them take the script with them or reference it as they practice with different partners in the class. No one needs to memorize a script to be able to role play. In fact, emphasize that participants should use their own words during the role play. This encourages them to adapt language so that they don’t sound “scripted” when talking to a prospect or client.
  • Self-evaluation Let participants evaluate their performance. Alternatively, have the partners in the role play give their evaluation. This should be as objective as possible. The instructor should not ask for these evaluations. They stay with the participants who know instinctively and immediately what they need to do to improve.

What do you do as the instructor through all the mayhem caused in a full classroom by role-playing participants? Wander around. Listen in to the conversations. If something is challenging all of the participants, you may wish to stop everyone to mention it. If things are going fairly well, let them continue. You may need to prompt students to move to another partner to practice again. Determine before you start how long you want the role playing to go on and end it promptly. Participants should have had the opportunity to role play with at least one partner, if not two.

Role playing can be an effective option in the trainer’s tool box to help learners understand how to communicate particular ideas, ask questions of prospects, gain appointments, and present information. By using role playing intentionally, keeping it short and to the point, and letting learners evaluate their performances, you’ll find that people don’t run for the door when you announce that “now we’re going to role play.”

New Year – New Business

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The beginning of a new year is traditionally the time when we create new goals to attain during the year. It’s a clean slate where anything we want can happen. These may be personal goals or they might be business goals, depending on your situation. I set very different goals for 2020 than I have in the past.

My new year began with a renewal of sorts and a big change. For over eight years, I’ve served in the corporate training department of a large, independent real estate company. Most recently, I was the Director of Training and Professional Development. I’ve taught new and existing agents sales and technology skills. I’ve managed the budget, engaged outside trainers, produced a company convention, and handled a myriad of administrative duties. Over the course of the last year, I decided to leave this position and strike out on my own as an independent trainer. I began 2020 as a trainer for the Floyd Wickman Team, resolved to create my professional world according to my goals.

I have been trained to be able to present the Floyd Wickman Program to real estate agents across the United States. Unlike my past role, my ability to train agents will depend on connecting with like-minded brokerages that see the value of spaced training for real estate agents that focusses on creating a repeat and referral business. In other words, I have to work for the opportunity to present the program.

I believe strongly in the power of the Program. I have seen many agents participate and become stronger and more confident in their abilities as real estate agents. Agents who take the Program average one transaction (one listing, one sale, or one listing sold) per person, per week with more production coming after the Program ends. Most agents who take the Program are in the bottom 50% of their brokerages in terms of production. Most can really use this kind of production!

But why such an abrupt change in professional direction? I saw my training become perfunctory and routine. The minutiae of running a training department began to weigh more heavily on me each day. I have found that I am happiest when I am in front of a group of people, speaking, training, teaching, and motivating them to be better. Ultimately, I want to be able to affect lasting change in the people I train. Independence gives me the opportunity to focus on the aspects of training I can use to do this.

I decided to maintain my certification as a Realtors Property Resource trainer and to market my services as a continuing education instructor for real estate also. Being able to teach multiple topics gives me the flexibility to offer different kinds of classes for different purposes.

I am not the first nor the last person to leave a corporate job in hopes of creating a sustainable business as an independent trainer. I know that much of my success will depend on my ability (and tenacity) to find people who are willing to let me teach their people. It is a privilege to stand in front of a group of real estate agents and help them achieve their goals. In return, I am able to achieve mine. For that, I am profoundly grateful.

Three Ways to Promote Training Through Video

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The first time I watched myself on video many years ago I really didn’t like what I saw. I was a graduate teaching assistant, and the coordinator of teaching assistants decided to have our classes video-recorded for our benefit. The intention was to show us how we handled classroom activities and worked with students. I focused on how I looked. Other teaching assistants did the same. This exercise flopped and the coordinator stopped having our classes video-recorded and went back to simply sitting in on a class to give us feedback. I was relieved.

Fast-forward a few years and now I’m attending a workshop for people who want to hone their speaking and presentation skills. Participants were required to practice in front of each other as we worked through the material. Our practice speeches were video recorded, and I received a memory card with my video-recorded speeches after the workshop. I have never looked at those files. The card is buried somewhere in a desk drawer.

Why do we not like to watch ourselves on video? My guess is that we focus entirely too much on our appearance and not enough on the message and how well we communicate it. Here’s my insight about being on camera: You are who you are, and that’s enough. When you show up in person, you may give some thought to your appearance, but you don’t obsess about it. When we reject video because we don’t like to look at ourselves on camera, we miss out on an opportunity to use the medium to communicate a message to a broad range of people in our audience.

I have learned to get over how I look on camera. Perhaps I desensitized myself by recording and watching myself many times. I began to realize that I could use video in different ways to complement in-person training and events that can broaden the reach of the messages I wished to convey to my learners. Here are three ways you, too, can use video to enhance a training program:

Event or Program Promotion. Throughout the year, we provide opportunities for our real estate agents to learn from some of the best in the business through multi-week programs or special events. I do all the usual things to promote the events or training programs: e-mails, posters, training calendar notices, word of mouth, and social media posts. Nothing has gotten the response that a video has. It may be a video of me telling people about the event or program and urging them to register and attend.
Whenever possible, I have the speaker or trainer record a video of him- or herself talking about the topic he or she will present. I share these videos via e-mail and social media. People will click on links to videos in an e-mail. They will watch on social media. It has now become a standard part of my promotion of training programs and events to make and publish a video.

Quick Tips. Sometimes you want to share some information or give people a tip they can use. I began recording “quick tip” videos about a year ago. I focus on topics that I can talk about in approximately two to three minutes. These are typically topics that reinforce topical subjects that have been discussed in the field or give agents advice.
I always give viewers information and then urge them to  take action of some kind. I record quick tips in different places. I also record update videos from conferences to give viewers some of the information I learn from attending. I have created a topic list and follow a pattern, but I generally decide to record in the moment when I feel the need to use video to continue instruction outside the classroom.

Live Video. Going live on camera and broadcasting it via social media sounds nerve-wracking, but it can be a very effective way to get people’s attention and create conversation. I have to admit, I haven’t done this as much as I would like, but I envision using live video as a way to create virtual office hours or showcase a partner through an interview. You can use live video to promote an event also. I used it to talk with a speaker prior to his appearance as a way to generate some interest. The social part of social media means that you should engage with the audience. Live video can help you do that, in real time instead of after the video is posted. The bonus?  Your video continues to live online long after the initial broadcast. Facebook live is the option that comes to mind first, but don’t forget YouTube live, too.

I use my smartphone or laptop to record the videos, and I do very little editing (usually just trimming the beginning and end). I do have a lapel microphone that I use, but sometimes I simply take my earbuds with microphone and lay it in front of me on a desk or table. The sound quality is fine (the microphone is closer to your mouth than the one in the laptop or smartphone). I have learned to accept the verbal blunders I make. I choose to appear authentically on camera instead of rehearsed and polished. I might practice once or twice before I record, but what you see is not highly produced.

My videos provide another way for me to reach my audience beyond the traditional classroom setting. I may not always like to watch myself on video, but I have found that the benefit to recording and sharing videos far outweighs any apprehension I may have had.

Gratitude 2018

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We celebrate the Thanksgiving holiday this time of year in the United States. It’s one holiday all Americans can celebrate, regardless of their faith traditions. We come together to express our thanks for the many gifts we have. It’s a wonderful holiday.

I think we are particularly blessed to have a holiday devoted to giving thanks as a way to jolt us out of our usual selfish thoughts and actions. We tend to play one radio station, WIIFM (what’s in it for me) most days of the year. It gets old and stale, and on Thanksgiving we tune in to a less-frequently visited channel to hear something different: the voice of gratitude.

A few months ago, I began working with a coach to help me sort out some things in my professional life. I got a homework assignment in our first session: Write in a journal every day, and write down five things each day that I am grateful for. In the beginning, my five things came easily: family, friends, house, clothing, food. After a while, I had to think hard about what I was grateful for. There were days when I wrote “coffee cup” or “comfortable shoes.” Yes, I’m grateful for those things, too. However, I started focussing on the beauty around me and the things I tend to take for granted. My gratitude list metamorphosed into a list of qualities and aspirations as well as physical things.

Thanksgiving begs the question, though. What are you grateful for? What will you give thanks for this year? Do you carry that attitude of thanksgiving with you throughout the year?

My list this Thanksgiving is not a “top five things” I’m grateful for, but the things that I am constantly reminded to give thanks for as the days and months go by.

Heath and wellness. We all know someone who has some kind of health issue. Some may be more serious than others. We may have witnessed a loved one die from cancer or heart disease this year. I am grateful for my health and the people who care for those in need. I decided to commit myself this year to donate platelets at least 19 times. I’ve been donating platelets for around four years, but I’d never tallied more than 12 donations in a year. The need for platelets is constant as they have a shelf life of only five days. I decided to step up the frequency of my donations so that someone in need can benefit from my good health. I’m grateful for the American Red Cross and its employees who take care of me during my donations, too.

Art, Where would we be as a society without human expression in art? Music, dance, visual arts, and writing all enrich my days and give me enormous pleasure. I’ve been fortunate to attend concerts, opera, gallery openings, and dance performances throughout the year. Now it’s time for me to give back a bit. I decided to donate to local arts organizations so that they can continue to make art and to offer children the ability to attend performances. School trips to see shows in our community may be the only opportunity a child has to see professional artists perform for them. Who knows which child will be inspired to become an artist or a lifelong patron of the arts?

My Faith Community. Two years ago, I wrote this about my faith community, Gethsemane Lutheran Church: “I have always attended or belonged to a church, but my faith is challenged and enriched by the people at Gethsemane in very special ways. We join together to live out our faith in the community through service.” I am very lucky to have found a faith community where I am accepted, loved, and challenged to serve others. No matter what faith you adhere to or even if you aren’t religious, a community of people that supports you and works with you for peace and justice is a wonderful thing.

The ability to work. There are days when I’m not so grateful for some of the challenges I face in my job. I know I complain far too often about this situation or that person. I need to remember that I am able to work and do something that I enjoy (on most days!). I am not hampered by a disability or relegated to working in a job that doesn’t pay a living wage. I continue to learn and grow in my chosen field. I have the freedom to explore other opportunities and learn new things. I credit my parents for instilling in me the desire to learn and the determination to keep moving forward.

Nature. My gratitude list on many days includes parts of nature. I am particularly fond of trees, no matter the season (but not very happy about raking leaves). I love the shade in summer, the colors of leaves in autumn, the stark branches against the sky in winter, and the pale green of spring leaves. I’m also partial to flowers, but nothing makes me happier than sunflowers. I love the scent of roses and the sunny faces of daisies. It saddens me to think that we humans have brought about changes in our climate that affect the nature around me. I’m grateful that I am able do my little part to help the earth. This year, we installed solar panels on our house. We do all the other things to help the environment like carry reusable shopping bags, recycle, compost, and reduce our use of disposable goods. There are days when I’m not so sure it helps, but I’ll continue to fight the good fight.

These are just some of the things I’m grateful for. I hope you have the opportunity to take some time this holiday and consider the things you’re grateful for. Think about focussing on gratitude each day throughout the year. Tell someone else about the things you are thankful for. Share your gratitude and see where it leads you!

Seven Tips for Creating Screen Capture Video for Training

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I don’t know about you, but I often search for videos to show me how to do something. It could be anything, but often it’s something technology-related. Most recently I needed to download and set up Audacity (a free audio recording software) on my Mac. I consider myself to be somewhat “techie” but this was a challenge for me to get the settings right. What did I do? I searched for a “how to” video on YouTube.

One of the biggest changes in my training world has been the increased need for technology training. There are multiple tools – online and software-based – that real estate agents use in their daily business. The successful agent needs to know how to manipulate data and use online platforms to market to potential clients, create marketing materials, and manage transactions. There are a lot of options out there, and they want to know how to use them quickly and competently.

Hands-on classroom training is good, but it doesn’t help when there’s no class or the agent can’t get to one. Online training fills the gap, but the question remains, how do you demonstrate the tools and motivate the agents to adopt technology in their businesses? Along with the “how,” the trainer needs to sell the “why.”

Classroom training has the benefit of giving the trainer face-to-face contact with the learner. When teaching tech tools, I can readily see if someone understands a concept or action and address any questions or difficulties. When using online training to accomplish the same goals, the trainer has to anticipate the questions and issues that pop up and use that knowledge when creating online training.

Screen-capture video offers me the ability to demonstrate the process for using a tool and give tips and recommendations for successful use. I record my screen while talking, then edit the video to add features that help deepen the viewer’s understanding of the tool.

Here are seven things I’ve learned when making screen capture videos for training purposes:

  • Longer is not better! Most people have short attention spans and are unable to digest large quantities of directions at once. In my experience, learners receive and comprehend videos in the two to four minute range best. Remember, I want them to be able to duplicate the processes learned, not just watch a video.
  • Plan your edits in advance. When considering the process you’re recording, think about which steps or areas of the screen need enhancement or callouts. Most editing software (I use Camtasia) will let you zoom and pan on areas of the screen and add callouts like arrows and circles. Plan what parts of the screen need attention and when so that your editing will be a smooth process.
  • Use intro and exit slides for clarification. I learned that it makes for easier viewing to have an introductory slide/picture that gives the topic of the video. Exit images include a recap of the instructions covered in the video or tips for success. I can choose to talk over those slides, if I wish, but typically I do not.
  • Check your sound quality. When I first began to record screen-capture videos, I used the earbuds that came with my smartphone to record the audio portion. This was a cheap solution, but not the best. If I moved my head, the microphone didn’t necessarily follow my mouth. I invested in a decent headset with an adjustable microphone. No matter how I move, the microphone stays with me. I also recommend recording some test videos to check the sound levels and adjusting accordingly.
  • Know what to say when. This sounds self-evident, but you will quickly derail your video if you’re not sure of the process you’re trying to instruct or you get off track. I used to script my videos, but now I write notes and practice before recording. I make sure I can succinctly move from one action to the next while I describe the process. Practice helps!
  • Record in one take. You will not be perfect in your delivery. You will forget a word or stumble over a phrase. The internet will slow down as you’re trying to get something to process on screen. Take your time and edit out the mistakes or gaps. You can record snippets of the entire process and create the complete video out of the pieces, if you want. I know that I will edit the video to add features, so cutting “umms” and “ahhhs” is part of my editing process. I have learned to pause, then start a phrase over if something happens (like forgetting a word). As you listen to yourself in the editing process, you’ll discover what your verbal “tics” are. I tend to say “so” far too much. I’ve learned to lessen the frequency of certain repetitive words when I record now.
  • Make a plan. Many of the online courses I create consist of multiple videos. I make a plan to determine which videos I need to record and in which order they will appear in the course. I don’t need to record them in the same order, but it is helpful in a some cases to progress through aspects of the tool I am featuring in the course in my video recording. This may also seem self-evident that you need to plan out your course elements, but it’s helpful to consider when sitting down to record multiple videos at once.
  • Captions. I have not yet used captions for my videos; however, I am going to begin to do this. Why? Captions enable viewing on social media (such as YouTube or Facebook) without the sound. It also gives hearing-impaired people access to your videos. Some platforms such as YouTube will automatically create a transcription of the audio portion of your video. Camtasia offers a “speech to text” option to create the transcription. With any automatic transcription service, you’ll need to check the accuracy of the text as compared to the video. The next step is to use your video editing tool to add the captions to the video. I’m going to test this process, then decide whether I want to pay someone to create captions for my videos.

I distilled these tips from my experience creating screen-capture video. With some practice and attention, you can create your own videos and edit them to your specifications. The bonus? You get to tell your learners which features are important for their businesses or positions and how to best use the tool.

There’s something new in our fields almost every day that a video can help explain or demonstrate. That means I need to get back to my computer and get back to recording!

How to Use a Video Challenge in Training

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What’s the first thing you think when you see yourself on video? (Be honest!) It’s generally not a positive experience and that’s why so many professionals shirk from using video as a way to promote themselves and their businesses. It’s expensive to hire a video production company to make you look good, so why bother?

Video can be a great way to get the word out about your business. It’s also showing you as a human being, someone who’s approachable and relatable. Most social media platforms favor video, too, so it can help boost your visibility online. Who wouldn’t want to have more visibility for their business?

The problems arise when you try to figure out how to use video without hiring the production company or buying the fancy equipment. Most of us have the tools in our pockets, yet we fail to understand how we can use them to our advantage. I was in that situation last year. I wanted to learn how to create videos that looked decent but didn’t cost much but my time and effort (no money in the budget for the production company!). I learned about Niamh Arthur’s 30 day video challenge and decided to take the plunge. I knew I needed to learn the techniques before I could adapt and teach them for my audience of real estate agents.

Once I learned how to use my smartphone and laptop to create some decent videos, I started creating “quick tips” for consumption by agents and anyone else interested in learning the practice of real estate sales. These videos serve to teach aspects of a real estate business and to demonstrate that it’s not so difficult to make great-looking and -sounding videos with minimal equipment and skill.

How can you get independent contractors (in this case, real estate agents) to use video for their businesses so they capture more prospects and clients? I decided to use a video challenge to teach the techniques and get them used to creating video.

My first task was to decide how long this challenge would be. Considering the sometimes short attention spans of my audience and the demands on their time that a real estate business makes, I decided make the challenge three weeks long and have the agents record 15 videos. This allows for “catch up” time on the weekends when there would be no videos to record if the participant had recorded the weekday videos. There was no requirement to record each day. Instead, participants could record as many videos on a given day as they needed to to catch up to the group if they were behind.

Next, I had to decide the topics for each of the videos. Most days, the participants had to record a video that was relevant to their businesses. However, it is important to have several topics that are more general (tell about yourself, what’s one thing you can’t live without for your business, etc.). These topics are designed to get participants talking on camera instead of worrying about saying the right thing to a potential client. I devised a topic list and a schedule to organize the challenge in a meaningful way.

With the topics developed, it was time to record the prompt videos. Each day, participants would get an e-mail with a link to the video for the day. These videos were posted as “unlisted” on my YouTube channel so that only those with the link would be able to view them. I considered how to record the videos and decided to “batch” record them. In other words, I prepared my topics, made notes, set up my equipment in an office, and recorded all 15 prompt videos, three “weekend edition” videos, and introductory and conclusion videos in one day. Two of the videos required additional screen-capture video and editing because they taught the fine points of posting video on YouTube and Facebook, and creating playlists. One video was shot outdoors to demonstrate how moving your location can spike interest. Because I recorded them in one day, I changed tops and accessories to give the illusion that they were recorded on different days.

With recording out of the way, the next steps focussed on completing any editing, posting the videos to a YouTube “unlisted” playlist, and creating the e-mail campaign in my CRM to have the instructional e-mails delivered on schedule. Participants were given instructions in each e-mail about how to post their videos and to watch other participants’ videos and give feedback. I created a closed Facebook group where participants could post the YouTube links and watch each others’ videos.

One important step not to forget is to promote the challenge to potential participants. I used video here, too. I created a video to explain what the challenge was and how it could help an agent’s business to learn how to create videos. I shared that video through e-mail, company newsletter, and my Facebook business page. Agents were prompted to pre-register for the challenge, but they could join at any time as long as they understood they would have to record several videos to catch up with the rest of the group.

It’s important to remain flexible with people who are participating in this type of activity for their own benefit. There were no assessments and no consequences for not completing the challenge. I did have a benefit to completing the challenge to help convince participants to complete and post all 15 videos. I held a live webinar that was open only to those who completed the challenge by a certain date. During the webinar, I taught additional techniques and gave away prizes such as smartphone tripods and clip-on microphones. The webinar was recorded and made available to the participants who couldn’t attend it live.

Once you have created the challenge prompt videos, campaign e-mails, and Facebook group, you can present the challenge multiple times to different groups. The key is promoting the challenge to attract the most participants possible. In very large challenges, the participants are placed in smaller groups to facilitate feedback and camaraderie. My group was small, so all were able to watch each other’s videos and provide feedback.

I gave positive feedback as often as possible and corrected glaring mistakes as gently as I could. Most participants got the hang of recording their videos within a few days and went on to create useful videos in the course of the challenge. I specifically designed several of the prompts to be topics they could use for their businesses immediately, if they chose to do so.

A video challenge can give learners a hands-on approach to learning how to create and use video for their businesses. Success is measured not by the quality of each video, but by the progression of the acquisition of skills and the completion of the challenge.