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.

Three Ways to Use Video in Training

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Everybody seems to be on the video bandwagon these days – or are they? While it is generally accepted that video is a great marketing tool, training professionals are reluctant to use self-produced video in informal or formal training situations. Maybe they think they aren’t photogenic or don’t really know if their video will work they way they want it to. Whatever the excuse, there are just as many reasons to use video for training – and not just in your LMS.

I started using screen-capture video several years ago to give real estate agents demonstrations of how to use various technology tools as a way to bridge the gap between in-person training and live webinars. Since then, my video repertoire has increased, and I use video in three distinct ways to enhance learning.

For technology training, screen-capture video is very helpful. I use Camtasia to record and produce my videos; however, there are other programs that you can use. If you have a Mac, you have built-in screen-capture video recording capability and iMovie to edit the video. Length of video depends, but generally I try to keep these to less than five minutes. It’s difficult to absorb complex actions in longer videos and be able to duplicate those actions if the video runs too long. I produce the video and add zoom in, callouts, and other animations to draw attention to important functions.

When I first started producing screen-capture videos, I scripted everything and tried to record them in one take. Sometimes I was successful, but often I had to rerecord multiple times to get it “just right.” I take a different approach now. Since I’m going to edit the video anyway, I simply pause, count out loud, and pick up where I need to. This makes it easy for me to cut the mistakes and find the correct spot to continue.

About a year and a half ago, I decided I needed to learn to make videos of myself talking. At first, I was apprehensive (who would want to look at me talking?), but I realized that this could be an effective way to communicate material to a wider audience than those who show up for live training. I happened to stumble upon a video challenge run by Niamh Arthur of Light It Up Marketing. I took the 30-day challenge, created 22 videos in 30 days and learned how to create my own videos using the equipment I already had: a smartphone, computer, and me.

Since that initial challenge (I did it again in the spring of 2018), I have acquired a smartphone tripod and another microphone, but essentially the process has remained the same. I created a list of topics that I wanted to present. I choose a topic from the list and give it some thought. I find a place to record. This could be somewhere outdoors or indoors, but always with sufficient sunlight (I don’t use artificial light except when absolutely necessary). I set up my smartphone and record. Most of my videos are done in one take, sometimes two. I worry less about messing up the words than being authentic and speaking to my audience. The only editing I do is to trim the beginning and the end of the video to cut any unwanted motion.

What kinds of topics do I record in these videos? I focus on anything that might relate to real estate agents’ business: sales skills such as prospecting, presentations, business planning, working with buyers and sellers, and time management. These videos are typically two to three minutes in length. I labeled them “Real Estate Quick Tips” and share them via social media and e-mail.

The third type of video I use is that which is recorded in live, in-person training sessions. When learning skills such as negotiations, contract presentation, and client interviews, it’s often helpful for a salesperson to see what he/she looks like and says. We do role play in classes, and to add another layer to role playing, I have agents form groups of three: one person plays the agent, one person plays the client, and the third person records the role play on their smartphone or tablet.

The recording is shared immediately as the third person gives feedback to the agent. This may be difficult for the agent to watch, but very instructive. There is no judgement – all participants must take their turn and be recorded and receive feedback. The videos are shared with the participants and it is up to them to keep or discard them. I credit David Knox for this technique which he labeled “iPractice.”

One thing to keep in mind is that video assets, when shared on social media, can live on long after the initial training has occurred. I include a call to action on my quick tip videos to prompt people to subscribe to my YouTube channel and give them the ability to sign up for the playlist at the end of the video. I also share videos on my Facebook Business page for increased visibility. The screen-capture videos are also posted to our company intranet site for easy reference, and I have used videos to create online classes for agents to take on demand. One video can easily be used in three places to lengthen the life of the training. (Videos recorded in training for the purpose of feedback are never shared online and serve only to help participants develop their skills.)

Video can be a great way to teach adult learners various skills needed for them to do their jobs well. It can also be a great way to promote the efficiency and efficacy of the training department. If you haven’t tried creating video yourself, what’s holding you back? If you have created videos for training purposes, how do you use them?

Perfection Paralysis

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“Practice makes Perfect.”

“If you don’t have anything good to say, don’t say anything at all.”

These were two of my mother’s favorite sayings. The first one appeared when I didn’t want to practice for my piano lessons. I knew I was a decent piano player, but I was never going to be “perfect.” My ten-year-old brain’s reasoning surmised: “So why spend all that time practicing?”

The second of my mother’s favorite sayings could be heard when her children were saying nasty things to one another. At that tender age, I heard it to also mean that if you did’t pick your words well and couldn’t speak eloquently, be quiet.

Fast forward a few years. With maturity comes insight. I realized at some point that practice has benefits other than perfection. In fact, the saying should read: “Practice make competent.”

When we teach others a functional skill, we are working to get them to a level of competency so they can perform a task. We expect correctness, not perfection.

Much of training in a business consists of teaching people how to do something. If we force the issue that an employee or associate needs to do something error-free, we end up with frustration and disappointment. Sometimes good enough is good enough.

This is not to say that compliance training is unimportant or can be glossed over. When we teach for compliance, we expect associates to leave training with the tools they need to do their jobs competently and in compliance with the law. Perfection is not the issue here. Associates must understand and be aware of their words and actions.

We train people to lead in the organization by communicating effectively and being good listeners. No one is served if everyone keeps their ideas to themselves and does not express thoughts and opinions. Many of us have experienced the leader who shuts down associates in meetings in favor of his or her ideas. Done frequently enough, this results in associates not saying anything at all for fear of saying something wrong.

Self-censorship puts a stop to advancing the organization. What happens is that the lack of different viewpoints or ideas leads to staleness. Diversity of opinion offers fresh looks at a situation or problem. Everyone benefits when associates are encouraged to offer their ideas and solutions.

What can trainers do? Create a climate where people accept their mistakes and share ideas. Encourage differing viewpoints. Promote and listen to discussions. Help associates understand how they can better themselves. Embrace diversity. If we insist on perfection in actions and words in the workplace, we’ll experience a paralyzed workforce with little impetus to move forward in their work.

Perfectionism stops a lot of creativity.

Too Old?

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“You can’t teach an old dog new tricks.”

How often do we buy into this old saying? It seems to embody the notion that when people get to a certain age, they can stop learning. Yes, I know, the saying talks about dogs. But is that all it’s really saying to us?

We do get stuck in our ways and prefer not to learn new methods or approaches to our work or daily routine. The familiar is comforting and rewards us with a feeling of safety in the knowledge that we can do it – whatever “it” is.

Why do we buy into the notion that you can’ t teach “old dogs” new things? Moving out of our comfort zones is difficult. I’m not talking about taking a new route to the grocery store or getting up earlier than usual. I’m talking about the gut-wrenching agony of facing what you know must change and doing it. It means taking the leap into the unknown. Change is good, but it’s still hard (and sometimes scary).

I see people regularly who are beginning a new career and learning everything that comes with new places, people, responsibilities, and tools to do the work. I have become a good judge of which people will step out of their comfort zones and succeed and which ones will retreat to the familiar. For some, this embrace of a new, unfamiliar profession is very frightening. They may know that what they’ve embarked upon requires them to learn new things, but they don’t always want to. It’s easier to fall back on what you’ve done before.

My job requires me to “teach old dogs new tricks” and reassure them about their capabilities. They think they can’t learn something new – meaning they aren’t well-enough equipped to learn – and vulnerable to doubt. I teach, I cajole, I encourage, I help, and I give them a dose of reality before they walk out the door of my classroom.

You see, regardless whether someone can learn “new tricks” or not, he/she needs to want to learn and be willing to keep learning. Our brains do not turn off when we hit a certain age. We cannot say we’ve learned everything we need to know and coast until our lives come to an end. If we choose a new profession, we can be assured that we’ll need to learn new things to be successful in that role.

I prefer to continue to learn. I recognize that I’m a bit different than many people. Nothing excites me more than the prospect of gaining knowledge and skills to accomplish something interesting. It’s not always easy, and I don’t always do everything perfectly, but I do get satisfaction from the process of learning.

I am not immune to the fear of getting out of my comfort zone though. Because of this, I understand well how new learners want to protect themselves and not step out into the unknown. I believe that all instructors need to understand this fear and help learners step out and try new things regardless. We are definitely not too old to learn “new tricks.”

“Do one thing every day that scares you.” Eleanor Roosevelt.

Distractions

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There are distractions around us every day. Trying to conduct a training class with distractions in and around you is challenging.

There’s the property maintenance crew running the lawn mowers outside the window. Or the training class is in the middle of an office thoroughfare with people walking back and forth, having conversations in the process. Then there’s equipment that fails or lack of promised supplies.

These and more present themselves during training, and as trainers, we have to figure out how to keep the class focussed. Sometimes it’s enough to have people work in pairs or small groups and let them complete a task, then bring the group together for discussion.

To have participants in the class who take you off track is most challenging. They come in at least three “flavors.”

  • The grandstander wants all the attention, all the time. This person regularly interrupts the class to ask irrelevant questions, give a lengthy opinion of the topic we already covered, or ask personal questions. The grandstander thrives on questions and comments from other participants and will hold court at the drop of a hat.
  • The sub-trainer feels the need to explain everything covered to participants around him/her. This person wants to demonstrate that he/she knows just as much as the trainer and really doesn’t need to be in the class.
  • The CEO takes calls in the middle of a class and has to run out of the room multiple times to talk, missing pieces of information in class. Upon return, this person asks for clarification of points covered while he/she was out of the room. Everyone experiences a double distraction: once when the person leaves the room (often stumbling over desks and chairs in the process) and again when they return.

There are probably more types of distractions or disruptions that occur during a training class. How can a trainer deal with the frustration that he/she inevitably feels when experiencing such disruptions?

  • Be cool. It sounds easy, but it takes practice. The less likely you are to blow your top in front of a room full of professional development participants, the more likely you’ll get the material across to them in a way that causes it to stick.
  • Smile, nod, and put off the question. Sometimes you have to interrupt the questioner, but if it’s truly something that needs to be taken care of outside of the current session, the participants will be happy you stop this before it takes over the class.
  • Set the stage. Tell participants what you expect when you start the class. If you are o.k. with them leaving the room to take calls, tell them so but warn them not to disrupt others in the process. If you really don’t want people to take calls, tell them to put their phones away and turn them off. One successful technique is to tell participants what to do: Create a voicemail greeting for just that day telling callers when you’ll get back to them and setting up an e-mail out-of-office message that says essentially the same.
  • Let participants help. Use “teach-backs” or other methods to have participants teach each other the material you have presented. This gives them the opportunity to demonstrate competence and to reinforce each other’s learning.

Disruptions and distractions are common in busy places. With a little practice, a trainer can minimize those that come from the participants (and work on moving the training class to a quieter venue!).

Monday, Monday

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Mondays toward the end of a month mean teaching tech training classes. I have the pleasure of teaching agents new to our brokerage how to use the tools we provide for their real estate business.

This seems like a noble cause, and honestly, I do enjoy being able to help the agents learn what the tools can do for them. There are days, though that try my patience. Today was one of those days.

Five minutes before class, there was only one person in the room besides me. There were eight names on the list of registrations. My first thought was that perhaps they decided to skip class to see the solar eclipse. Over the next five minutes, people wandered into the room. One man showed up without a laptop. This class is hands-on training, and agents are prompted upon registration and reminded the day before class to bring a laptop with them. He asked me if he should have a computer. I said yes. I know from experience that those who come without a computer end up staring into space and not getting much out of the class. He departed to retrieve his laptop and arrived at class an hour late. He struggled to catch up with the other participants.

Note to self: Be more explicit with the reminders about bringing a laptop to class.

Sometimes participants are worried that I won’t cover something that they have a burning desire to know about. I always start the class by telling them what the agenda is and how we will accomplish each item on it. That doesn’t stop them from asking me about things I will cover in the minutes to come. This happened repeatedly today. Despite my best efforts to reassure them, I continued to get “how do I” questions that I would cover in short order. Two things about this: It causes me to constantly say “We’ll get to that” (which sounds like a cop-out) and it heightens the level of frustration the agents feel. Neither is a good option.

Note: Prepare an outline and give it to the agents to follow through the class.

Complicated topics require extra preparation and targeted delivery in class. I try to break down the process and explain carefully what the steps are as I demonstrate them. I repeat myself and the demonstration often, and prompt agents to work along with me through the process. Most of the participants stay on track and can follow. A few are unable to keep up and all of a sudden I get the dreaded “where are we?” question. I then must stop the class and assist the person who has gotten off track. It can be as simple as helping them with a click or two to get to where they need to be. Sometimes it requires troubleshooting a range of issues from browser type to restarting the computer to Install updates that the person inadvertently clicked on. It takes time to get back to where we were. It’s frustrating for the participants who work diligently to keep up. It’s frustrating for me to have to stop and start multiple times because some participants are somehow unable to follow directions or pay attention for a period of time.

Note: Break down the process into shorter, more digestible chunks and check in with all participants on a regular basis to make sure they are able to follow along.

When you get to the end of a long day of training, both the participants and trainer are tired and ready for a break. I try to summarize the actions I covered and what they should have learned over the course of the day. It never fails that someone claims he/she doesn’t know what to do or how to do it because they “just don’t get it.” My attempts to calm the frustrations and explain that all participants will want to practice with various tools can fall flat. Such was the case with one man today. He just couldn’t understand the process of setting up a signing session for his client to sign documents electronically. What finally came up was a general angst about not knowing which documents are needed for different situations. Although I could answer his questions, he was convinced there was nothing that could help him (there is/are–he just decided that there wasn’t). I fought hard to not lose my temper or get sarcastic with the agent. My tolerance for this kind of response at the end of the day is nil.

Note: Devise a way to communicate expectations for agents so that they understand the scope of what is covered in the class and where to go for additional help.

Tomorrow is another day of tech training. If I had my way, I would break down these two full days into several shorter sessions. The reality is that everyone (managers and agents alike) want to get through the introductory training as quickly as possible. Ideally, agents would go online for much of the compliance and basic tools training before coming to a class. In class we would focus on application of the tools in selected situations. I have moved the syllabus of this sequence to a more situation-based approach. The next step is to create the online modules to take the place of some in-class time.

Note: Create more online modules and rework the class outline to incorporate them into the sequence. Schedule less time in class. Communicate the rationale for this mode of delivery and get agents and managers to buy into the changes.

A good night’s sleep does wonders for my ability to handle even the most frustrating situations in tech training. Sometimes that’s all I can do to prepare myself for the next day’s adventures!

Get It Done!

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I am the consummate procrastinator. If there’s a project or task to get done, I’ll find a way to procrastinate and put it off until it must absolutely get done. Sometimes I hurt myself by putting things off too long. Here are some techniques I use to combat procrastinate and get things done.

—Lists. I make lists–a lot. I create a list of my top five or six tasks for the next day before I wrap up my work. If I can put it down on paper (or in my phone) it gets it out of my head and becomes more likely that I will actually accomplish what I want or need to get done. There’s something very satisfying, too, about drawing a line through a task you’ve completed (or tapping the button that says “completed” on your phone). I know people who create their lists in a notebook and keep a record of all the things they’ve finished over time. I’m not that organized and prefer to use notepads I accumulate from attending conferences and expos.

—Chunk it down. I learned this trick when I was working on my dissertation. The entire project looked huge and the prospect of working on something so large became a block. I put off starting the writing because I couldn’t conceive how to finish. Someone told me to take pieces and work on just that part for a while. When I did that, I started completing chapters. Soon, the chapters took shape and I was able to connect them and shape the entire project. “Chunking it down” gave me the ability to focus and finish. Now, I do this with larger projects on a regular basis. I break it down into parts, focus on the parts, then assemble the final work. I’m more likely to finish a small piece in a timely fashion.

—Consider the end result. It’s easy to procrastinate when you don’t have a vision of where you’re going with something. I like to know what the planned outcome of a project is before I start working on the component parts of it. Sometimes it’s just a matter of considering the objectives or determining the preferred result. Whatever the end may be, starting is easier when you have a goal. This applies to just about any endeavor you undertake! I trained for marathons and half marathons one week at a time. The goal was to finish the race, and I kept this in mind as I trained.

—Set a timer. If the prospect of working on a project for a long period of time (especially when it’s something you don’t like doing, but must) keeps you from starting, set a timer and tell yourself you’re going to work on X for Y minutes. When the timer goes off, give yourself permission to do something else. Come back to the project and set the timer again. Work on it for a number of minutes, then stop. This might seem counterintuitive (work on it until it’s done!), but by giving yourself permission to step away from a task that you don’t like makes getting it done a bit easier. I use this when cleaning my house. I really dislike cleaning. I manage to get it done with the timer.

—Take a walk. Get out of the office and take a walk now and then. You’d be surprised what five minutes away from your desk will do to your attitude and ability to focus. Too often we chain ourselves to the desk thinking that’s the only way to get something done. We end up spinning our wheels and spending more time checking e-mails or looking at cat videos on Facebook. Walking away from your work at regular intervals can help you get it done. I make a point of getting up once an hour and either walking around inside the building or heading outside for a walk around the block. I’ve even done this when working at home. I come back to my desk energized and ready to get things done.

Sometimes you just need time to think and absorb the material you’re working on. Don’t forfeit contemplation in an attempt to speed up the process. Some projects are complex and need time to develop. Try any of these techniques next time you find yourself avoiding the work that needs to get done. Hopefully you’ll be able to accomplish what you thought you couldn’t and stop beating yourself up for procrastinating. That in itself will be an accomplishment!

Running a Training Department on a Shoestring, Part 2

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In my last post, I discussed how Eventbrite has provided an effective platform for organizing and delivering registrations for our professional development offerings. Instead of manually entering registration information conveyed in an e-mail, we direct people to a registration page via a calendar widget or URL. Agents enter their own information and get updates and reminders automatically. I’m free to focus on other aspects of the professional development program.

One thing that is a constant in my position is the need to produce updated materials. In addition to print materials, there are videos and images, job aids and user guides that require my attention. I’m always on the look out for cheap (read: free) ways to help me produce learning materials that look good and deliver the message well.

Over a year ago I encountered Canva. I’m not sure where I saw the reference, but it got me curious and I checked out the site. Canva is an online platform that lets you create designs for social media posts, documents, marketing materials, and more. I use the free version, but there is the option to upgrade to be able to load all of your brand-standard materials for use when designing pieces. You can also choose to use images or other design elements in Canva that carry a small fee.

I make almost all of my visuals for social media on Canva. I also create presentation designs and upload them to PowerPoint. My next project is to use the infographic template to create job aids and quick reference guides. Canva has numerous free designs you can clone and edit for your purpose. You can also create your piece using basic templates and adding background, text, images, and graphics. If there are no images in Canva’s library that suit you, or if you have a specific image you want to use, you can also upload these to your account and have them available for a piece.

There are other free platforms (Adobe Spark, Venngage) that let you create images and designs for use on social media and in documents, but I have found Canva to be very versatile and relatively easy to use. I was disappointed with Venngage because many of the templates they offer require the user to upgrade to a paid account. If you have a free account, your sharing and downloading are restricted. I know others who use Adobe Spark and like it. Adobe Spark has additional features that let you create animated videos and web stories. While Canva is set up for easy sharing online if you so desire, Adobe Spark is primarily geared toward social sharing and web applications.

Great content is the backbone of effective training materials. Good designs, images, and graphics reinforce the message. We have a marketing department at my company, and they do help with some design work (and use Canva as well!); however, I find that by creating the images I need for a presentation, video, or document myself, I can tailor the message with image and the words, written or spoken. It’s helpful to have a tool that gives me the “rails” within which I can confidently play with the visual message. That the tool is free is a definite plus.

Running a Training Department on a Shoestring, Part 1

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There are many challenges to managing a training program for over a thousand real estate agents located across a state. Automating as many processes as possible becomes required when you have limited personnel and funds. One process that we had to find a cost-effective solution for quickly was class/course registration. We needed cheap, effective way to give agents access to a calendar of upcoming classes and the ability registration online.

Our registration process depended on agents or managers sending e-mails to one person who would then add the person registering to a calendar invitation for the class. All monitoring of attendance was done manually with a sign in sheet and a spreadsheet where names and dates were recorded. This was time-consuming and did not give us an easy way to monitor registrations prior to a class. We used a Google calendar as a class calendar. This displayed the upcoming offerings on our intranet site, but it was not interactive and did not allow agents to register.

After some research, I landed on Eventbrite. Although it is primarily for event organizers who want to sell tickets or charge a fee for registration, I found that Eventbrite suited us well for what we needed. Eventbrite is free to use (a big plus) and gives us a calendar widget we can post to our intranet site. The calendar is interactive: Click on a date and you can see all classes scheduled for that date; click on “Register Now” and you are directed to the online registration page.

Eventbrite charges a fee if you sell tickets through the site and have Eventbrite collect the charges. We have used this feature for our annual convention where we charge a small fee to attend. The process was straight-forward and the fee was not exorbitant. It saved us the hassle of collecting checks or cash prior to and at the event.

In addition to having the interactive calendar for class registration, Eventbrite offers several tools that make life easier for the department. We check in participants on our mobile devices through the Eventbrite Organizer app (this is how we take attendance now!). If necessary, we can even register/sell tickets through the app.

I often send e-mail messages to participants before or even after a class through the platform. This eliminates the need to copy addresses into my e-mail message to send from my e-mail. I also have a record of what was sent when in an easily accessed location.

At any time, I can download reports of registrations and attendance. This makes keeping track of required attendance easier and more efficient. I often download information to a spreadsheet and forward it on to managers so that they can also see who is registered for or attended a class.

Eventbrite will also create a Facebook event for a class and include all the relevant information as well the link to register. I typically do not use this option, but I do take the URL for a class (each one has its own, customizable URL) and post it on Facebook when promoting a class or program. In addition to the Facebook interface, you have the ability to connect an Eventbrite account with any number of platforms including Survey Monkey and Mail Chimp via extensions.

There are many more features available in Eventbrite. On occasion I’ve used access codes to limit who can register for a class or program, the name badge function to create badges for classes, the wait list when demand for a class has been high, and the copy function to create “events” based on past offerings.

It’s rare to find a versitle tool that provides options such as these at a low cost. I’m happy to have stumbled upon Eventbrite for our class registration and reporting needs.

Social Selling is Not Just For Marketers

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Not long ago, trainers could depend on students showing up to class because they got a flier or a printed newsletter with a list of upcoming offerings. Their manager or boss told them about the class and they dutifully filled out the registration blank and sent it in to the training department.

Today, that printed promotional piece may never be seen, ending up instead in a recycling bin or trashcan when it is discovered after the class took place. Today’s trainer needs to be an effective marketer utilizing various channels to “get the word out” and attract participants to the seminar, class, or webinar. Social media gives trainers another channel to reach the people who need training. It’s also a way to build trust in your programs and the credibility of your message.

I started using a Facebook business page several years ago as a way to learn how to use Facebook for business so I could teach others. What started out as an experiment has turned into an effective way to promote our training programs. HER University is both an example of what real estate agents can do with their own Facebook business pages but also a tool for the training department to get more agents to our programs. Here’s a sample of how I use the page to market training at HER Realtors:

  • Events This is probably a no-brainer, but the ability to create Facebook events and invite people to them is one way to draw attention to special training programs or classes. The event has a link to register through Eventbrite (more on Eventbrite in a future post), information about the speaker/trainer, and all the basic details. As we near the date of the program, posts about what participants need to know or other helpful information is added. If available, I post videos and pictures to the Facebook event also. I encourage people to share the event to help broaden the reach, but ideally it should be promoted.
  • Sharing and tagging When we hold a special event or program, I and others share to the page about it with one or multiple photos and tag participants. This doesn’t necessarily get people to the event or program, but it heightens awareness of what we’re doing. Participants will often share these posts or comment. (I or one of my colleagues always respond when someone comments on a post).
  • Class Posts Any time we want to try to get more registrations for a class or webinar, it goes on the Facebook page with a link to register for the class/webinar. It’s not enough to just post information about a class or webinar, people need to have a way to contact someone or register for the class. And don’t forget pictures or video!
  • Video We create videos with quick tips or other information that our agents might find useful. Posting these videos helps demonstrate that the page is a resource for information. I used to post the YouTube link to the videos, but now I post directly to the page. This gets more attention and organic reach.
  • Interesting Information In addition to the information about upcoming classes and programs, we regularly post information about the company and real estate industry for agents to share. This is intended to help get the word out about topics we think they need to know or would like to know, but it also serves to give agents something to share on their pages. Creating content can be difficult for some of them despite our efforts to teach and reinforce best practices.
  • Private groups Sometimes it makes sense to create a private group for agents participating in a multi-session program. The private group becomes the place they and the instructor(s) can communicate and share their progress. The private group becomes a place for social learning also.

This is by no means an exhaustive list of what a Facebook page can be used for to promote a training program. To be truly effective, I believe you need to put some of your budget towards boosting posts and advertising the page. Training is a recruiting opportunity in real estate, and the more agents at other brokerages know about a company’s programs, the more attractive it might be to affiliate with the company. This is likely true for other industries as well. Engaging managers on the page is helpful. They can help get the word out and have a presence on the page, too.

Facebook is not the only social networking site that’s useful for promoting a training program, but it’s relatively cheap (or free) and easy to use.

Training Tools In My Briefcase

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Cleaning out my work briefcase, a rolling bag with multiple compartments, caused me to think about the most important tools I carry around. My bag is my office on wheels, and because I work remotely so often, I need to be able to access what I need wherever I go. Here are my “go to” tools that always come along with me:

  • My Laptop. This may seem like a no-brainer, but I’m sure there are some people out there who don’t cart around a laptop with them wherever they go. I’m not one of them. I tried to rely on my iPad one day last week and could only do so because I wasn’t out of the office that long. I can present from my iPad and do a myriad of things on it, but there are still some functions that are just more comfortable on my laptop. I create presentations and e-learning courses, read and edit documents, facilitate webinars and online meetings, and even read and answer e-mail from my laptop.
  • A Presenter. No, this isn’t the person who stands up in front and delivers the talk. A presenter is what we commonly call a “clicker.” I used to have to make regular passes by my laptop to advance the slides while using a presentation in a training class. I got tired of that and got a presenter. Now I click my way through the slides and can even use a laser pointer (when showing slides on a traditional screen) or make the screen go black. Once you become familiar with presenting with a “clicker,” you won’t go back to being chained to your keyboard while delivering a presentation.
  • A Headset. For a long time, I used the earbuds that came with my iPhone when I gave a webinar or even when I recorded videos. I knew there had to be a better way. The microphone placement on smartphone earbuds is great if you’re talking on the phone, but not so great if you’re recording your voice for a video. I did some research and asked around for suggestions. I purchased a Logitech headset with an adjustable microphone. The sound quality is very good, and I don’t have to hold the microphone up all the time to be sure people can hear me. I also purchased a clip-on microphone that plugs into my iPhone for recording videos when I’m in the picture.
  • Pens. This may sound silly, but I always have a supply of pens in my bag. I get them from various vendors and give them to participants who forget to bring a pen with them to class. This happens more often than you think. I thought about carrying paper, too, but decided that there was probably always something on hand for people to write on (handouts, manuals, etc.), but not always something to write with.
  • A Pad of Paper. I use a pad of paper to take notes in classes or meetings, jot down ideas, and record task lists. I keep the letter-sized legal pad in a folio with a pen. I have a second, smaller size pad that fits in a likewise smaller folio that I carry in my purse/tote bag when not rolling the briefcase around. I still like to make notes and lists the old-fashioned way.

This is not an exhaustive list of the contents of my bag. There are things that go in and out of the bag depending on the situation or need. Everyone has their favorite tools–those they can’t live without and those they wish they could live without.

What’s in your bag?