Learning collateral - some ideas
Physical collateral often needs to be produced to support knowledge acquisition before, during, and after training on a new software product.
These materials help reinforce learning, provide reference points, and encourage continued practice.
Here is a list of ideas that could be factored into a training plan.
Pre-Training Collateral
These materials prepare the team and ensure readiness for the training
Access & Setup Guide - Login credentials, Installation steps
Introductory Product Overview - One-pager or brochure, Key features and benefits, Comparison with previous software
Role-Based Quick Start Guides - Tailored to different team roles, Highlight relevant features and workflows
Training Agenda - Session breakdown, Learning goals, Key dates
During Training Collateral
These materials support active learning and engagement in the session itself.
Slide Decks - agenda, terms of reference for the session, screenshots, diagrams, and process flows
Comparison Chart - Old vs. new software functionality
Interactive Workbooks or Handouts - Exercises and scenarios, Space for notes and reflections
Process Maps or Flowcharts
Visual representation of workflows
Helps with understanding transitions
Knowledge Outcomes Reminder Sheet
Summary of what participants will know after the session
Encourages continued learning
Sandbox Practice Checklist
Tasks to complete in the test environment
Encourages hands-on exploration
Post-Training Collateral
These materials reinforce learning and support ongoing use:
FAQ Document - Common questions and answers, Troubleshooting tips
Troubleshooting Guide - Step-by-step solutions for common issues
Reference Cards / Cheat Sheets - Quick access to commands, shortcuts, and key functions
Knowledge Base Articles (ideally digitised) - detailed guides for specific tasks
Support Channel Info Sheet - Contact details, escalation paths, and community links