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My 7 Step process to keep me on track

In the last quarter, I have spent a considerable amount of time planning and recording videos.

This is how I create my Microsoft Office online courses to help VA’s be more productive and increase their earning potential.

And it was during my most recent recording sessions that I realised just how strongly I rely on my process.

A process which also incorporates incremental improvements.My 7 Step Process

Here’s my 7-step approach.

1. Research – I consider my audience, survey the market, ask questions in relevant online communities and take on board feedback.

This helps me to understand the challenges VA’s face and what courses, training or other support would be of most value to them.

2. Planning – Once I know what course I want to create, I map out the content. I work out what I want each video to cover.

It’s not my aim to cover ‘everything’ about an application. I want to give VA’s the ‘how-to’ for the tasks they are most likely to need to know how to do.

There’s no fluff or waffle. I want to produce precise, specific and high-quality training every time.

3. Set Up – This is about getting the office ready for recording. The desk, chair, computer, lighting, backdrop and acoustics.

I also make sure there are not likely to be any noise disturbances or distractions on the days I plan to record. The sound has to be very good quality.

4. Recording – I know Microsoft Office really well. I should do with more than 20 years training people in it. I’ve also created plenty of online courses.

I tend to create videos of 3-4 minutes each. That seems to be the right amount of time for showing someone step-by-step how to do a task.

However, I will sometimes extend it to 5-7 minutes where a shorter recording would halt the flow of the learner. I’m always thinking about how to make it easy for people to take in the learning.

I do not use a script because it doesn’t sound natural. I talk as I go, showing how to do each task on the computer.

5. Review – I review each recording. This is to make sure I have covered each step clearly and correctly, the sound quality is up to the mark and the video feels right.

When in recording mode, I always feel I am against the clock and just want to power through it. When I was putting together my Teams course I did just one take.

Not having to stop, start or stumble means there’s a good energy and flow to the training.

And, of course, if I’m not happy with anything, I just record it again. It has to be right before it’s made available on the website.

6. Publishing and Promotion – When a training course is ready, it has to be put into the training platform – and featured on the Tomorrow’s VA website.

This allows people to purchase and access the specific learning they want to improve their skills.

I promote the courses in a number of ways as well as reminding them about the opportunity to sign up for ‘The Fully Monty’
lifetime access to all current and future courses in the Tomorrow’s VA Hub.

7. Review – I check all the feedback on my courses. I also reflect on how I manage and produce things. Then it’s back to Step One.

Which reminds me of an important point.

I noticed during my most recent recording sessions that little things have changed in the way I work through my process.

My naming conventions. My planning. The way I do captions.

I’ve also found OneNote to be my absolute best friend when it comes to collecting, collating and organising useful information for my content and courses.

It’s such a good application and so easy to use. If you’re not taking advantage of its features already you should take a closer look.

The general point I want to share is that you should have a process for the work you do for clients.

If you don’t have one, how can you create one? If you do have one, how do you monitor, refine and tweak it for improvements?

Make a note to review things now. And enjoy the process.

My 7 Step Process