Best Practices for Using Virtual Training Tools Effectively

Throwing AI tools at your team without a plan is like giving them a Ferrari without driving lessons. AI only drives impact if your workforce knows how to use it effectively. After: 1-defining objectives 2-assessing readiness 3-piloting use cases with a tiger team Step 4 is about empowering the broader team to leverage AI confidently. Boston Consulting Group (BCG) research and Gilbert’s Behavior Engineering Model show that high-impact AI adoption is 80% about people, 20% about tech. Here’s how to make that happen: 1️⃣ Environmental Supports: Build the Framework for Success -Clear Guidance: Define AI’s role in specific tasks. If a tool like Momentum.io automates data entry, outline how it frees up time for strategic activities. -Accessible Tools: Ensure AI tools are easy to use and well-integrated. For tools like ChatGPT create a prompt library so employees don’t have to start from scratch. -Recognition: Acknowledge team members who make measurable improvements with AI, like reducing response times or boosting engagement. Recognition fuels adoption. 2️⃣ Empower with Tiger Team Champions -Use Tiger/Pilot Team Champions: Leverage your pilot team members as champions who share workflows and real-world results. Their successes give others confidence and practical insights. -Role-Specific Training: Focus on high-impact skills for each role. Sales might use prompts for lead scoring, while support teams focus on customer inquiries. Keep it relevant and simple. -Match Tools to Skill Levels: For non-technical roles, choose tools with low-code interfaces or embedded automation. Keep adoption smooth by aligning with current abilities. 3️⃣ Continuous Feedback and Real-Time Learning -Pilot Insights: Apply findings from the pilot phase to refine processes and address any gaps. Updates based on tiger team feedback benefit the entire workforce. -Knowledge Hub: Create an evolving resource library with top prompts, troubleshooting guides, and FAQs. Let it grow as employees share tips and adjustments. -Peer Learning: Champions from the tiger team can host peer-led sessions to show AI’s real impact, making it more approachable. 4️⃣ Just in Time Enablement -On-Demand Help Channels: Offer immediate support options, like a Slack channel or help desk, to address issues as they arise. -Use AI to enable AI: Create customGPT that are task or job specific to lighten workload or learning brain load. Leverage NotebookLLM. -Troubleshooting Guide: Provide a quick-reference guide for common AI issues, empowering employees to solve small challenges independently. AI’s true power lies in your team’s ability to use it well. Step 4 is about support, practical training, and peer learning led by tiger team champions. By building confidence and competence, you’re creating an AI-enabled workforce ready to drive real impact. Step 5 coming next ;) Ps my next podcast guest, we talk about what happens when AI does a lot of what humans used to do… Stay tuned.

We rolled out AI across our team in 60 days. No chaos. No confusion. Just clear wins and real results. I've seen marketing departments jump into tools like ChatGPT and Claude without a plan, only to end up with inconsistent usage, security risks, and wasted time. So here’s a reality check: Giving your team access to AI tools is not the same as making them AI-ready. What works? A clear, structured rollout that builds confidence, protects your brand, and drives performance. Here’s the 7-step sequence I recommend getting your marketing team fully ready to use AI: 🔹 1. Leadership Alignment Before anyone writes a prompt, you need to answer this: → What are we actually trying to improve with AI? → Clarify your goals: content speed? campaign performance? lead quality? 💡Assign an internal AI Champion to lead adoption and make this someone’s job, not everyone’s maybe. 🔹 2. Create Your AI Usage Policy Yes, before the first prompt. Set ground rules: → No client data or credentials in tools → Human review before anything goes public → Approved tools only → A go-to person for AI questions 💡Keep it simple. A 1-page doc is better than a 20-page one no one reads. 🔹 3. Train the Team Don’t assume “digital native” means “AI fluent.” Run a short onboarding: → Demo real-world prompts for their roles → Share a centralized prompt library → Walk through how to use your company’s Custom GPT (if you have one) 💡Make it practical. Confidence creates momentum. 🔹 4. Start With Small Pilots Want to build trust in AI fast? Deliver small wins early. Assign 1–2 people per function to test real use cases: → AI for email writing → Content repurposing → Campaign briefs 💡Document results. Share what worked and build internal buy-in. 🔹 5. Bake AI Into Daily Workflows AI should enhance what already works. → Add AI to your content creation SOPs → Use it for meeting note summaries → Integrate it into campaign planning templates 💡The more friction you remove, the faster usage scales. 🔹 6. Build a Feedback Loop Set a bi-weekly or monthly check-in: → What’s saving time? → What’s confusing? → What should we expand next? 💡Refine as you go. This isn't a one-and-done rollout. It's a capability you're building. 🔹 7. Enable Long-Term Growth This isn’t just about productivity. It’s about transformation. → Encourage ongoing experimentation → Recognize team AI wins → Offer certifications or incentives to deepen adoption 💡You’re not just introducing a tool. You’re building a smarter, faster, more strategic team. ✅ Final Thought If you're leading a marketing team, you don’t need to rush into every AI trend. But you do need a clear path for AI readiness. Because the biggest risk today isn’t overusing AI. It’s being the last team in your category that doesn’t know how to use it well. ____________ ♻️ Repost if your network needs to see this. DM me if you need help creating an AI rollout plan for your team.

We've rolled out AI-powered training to thousands of frontline workers. Here's what we've learned 👇 AI in training sounds exciting - until you try to scale it across multiple locations and regions. We've been there, we've helped teams do it, and along the way we've picked up some valuable lessons. Here's what we've learned from real-world rollouts. -- 𝟭. 𝗞𝗲𝗲𝗽 𝗶𝘁 𝘀𝗶𝗺𝗽𝗹𝗲 𝗳𝗼𝗿 𝗲𝗻𝗱 𝘂𝘀𝗲𝗿𝘀 Frontline learners don't need to know *how* the training was created - just that it's relevant, quick and easy to access. AI should work behind the scenes to remove friction, not add more tech complexity. 𝟮. 𝗗𝗼𝗻'𝘁 𝘀𝘁𝗮𝗿𝘁 𝗳𝗿𝗼𝗺 𝘀𝗰𝗿𝗮𝘁𝗰𝗵, 𝘂𝘀𝗲 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗵𝗮𝘃𝗲 Most companies already have great content - it's just locked away in PDFs, binders or slide decks. AI can turn that into mobile-ready microlearning in minutes. 𝟯. 𝗦𝘁𝗮𝗿𝘁 𝘀𝗺𝗮𝗹𝗹, 𝗯𝘂𝘁 𝘀𝗵𝗼𝘄 𝗾𝘂𝗶𝗰𝗸 𝘄𝗶𝗻𝘀 You don't have to overhaul your entire training program on day one. Start with one priority area (like onboarding or safety) and use AI to speed up delivery and improve consistency. 𝟰. 𝗕𝗲 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁 - 𝗮𝗻𝗱 𝗯𝘂𝗶𝗹𝗱 𝘁𝗿𝘂𝘀𝘁 People want to know how AI-generated content is created, reviewed, and kept accurate. Use tools that are grounded in your own materials and expertise (not the internet's), and give teams the ability to review and refine. 𝟱. 𝗗𝗼𝗻'𝘁 𝗴𝗼 𝗶𝘁 𝗮𝗹𝗼𝗻𝗲 Even the best AI tools need strong implementation and support. Look for a partner - not just a product - who can help you roll out AI thoughtfully, answer questions, and provide best practices from other teams like yours. -- Scaling AI in frontline training isn’t about tech for tech’s sake. It’s about enabling better, faster learning at scale - with the right foundations in place. If you’re considering the shift, or already experimenting with AI, I’d love to hear what you’re learning. What’s working? What’s still unclear?

🤔Ever heard of the “primacy recency effect”? People tend to remember mainly how you start and end a meeting. Therefore, the way you conclude your session imprints on the memory of your participants and should not be a careless afterthought. 💡 Coming back to the 5E #experiencedesign model, the 4th stage is the #EXIT. WHAT NOT TO DO: 👎 End with a Q&A - it puts people in a questioning state of mind and does not help them feel the learning journey has landed 👎 End with logistics - these can be the 2nd to last thing you do but people remember emotional feelings like connection or ending on a fun / high so make the end count! WHAT TO DO INSTEAD: 👍 End with action steps - This can be as simple as asking everyone to type into the chat or share out loud how they will use this #experience and the learning outcomes moving forward 🎯It’s easy for participants to say they want to do EVERYTHING they learned, but that’s not how #behaviorchange happens. People can get overwhelmed trying to take on too much and eventually give up. It’s much more realistic to have participants pinpoint 1 or 2 key focus areas so they can manage to achieve their goals! 👍 End with #connection - leave the meeting on a high and memorable note! The mere act of ending with a connecting activity helps to foster a feeling of belonging in the group, which may very much encourage them to come back for another workshop! 🤝 For today’s #TrainerToolTuesday, here are some ideas for better closings: 💡Invite everyone to self-reflect with music to the question 🤔 What’s an observable behavior / actionable takeaway / intention / challenge / next step (pick your fav!) you want to be sure to put into practice after this event? 💡For small groups: Go around the Zoom circle and ask each person to share out loud their key takeaways or learning outcomes and at least one action they will take to apply their learning 💡For large groups: Encourage them to share in the chat their response to the prompt 💡 Create accountability partners to help them put the learning into practice Make breakout rooms for participants to share their next action steps and even find ways to support each other and/or set specific deadlines by when they will meet and report on their progress. 💡Have everyone pick an image card that describes how they are feeling leaving the training 💡End with a gratitude circle / chatterfall having participants share with one another what they appreciate about each other 💡 Collaborative drawing activity to re-create a collective visual image of the training (great for longer programs) 💡 1 minute Rampage of Appreciation for participants to celebrate themselves for their effort and growth throughout the learning process 💡 End with music, zoom waves (spirit fingers), virtual high fives, and even a dance party. Ask everyone to unmute and say goodbye all together before exiting. 🧐 What are YOUR favorite ways to end a #learningexperience? Let me know below👇

A lot of time and money goes into corporate training—but not nearly enough comes out of it. In fact, companies spent $130 billion on training last year, yet only 25% of programs measurably improved business performance. Having run countless training workshops, I’ve seen firsthand what makes the difference. Some teams walk away energized and equipped. Others… not so much. If you’re involved in organizing training—whether for a small team or a large department—here’s how to make sure it actually works: ✅ Do your research. Talk to your team. What skills would genuinely help them day-to-day? A few interviews or a quick survey can reveal exactly where to focus. ✅ Start with a solid brief. Give your trainer as much context as possible: goals, audience, skill levels, examples of past work, what’s worked—and what hasn’t. ✅ Don’t shortchange the time. A 90-minute session might inspire, but it won’t transform. For deeper learning and hands-on practice, give it time—ideally 2+ hours or spaced chunks over a few days. ✅ Share real examples. Generic content doesn’t stick. When the trainer sees your actual slides, templates, and challenges, they can tailor the session to hit home. ✅ Choose the right group size. Smaller groups mean better interaction and more personalized support. If you want engagement, resist the temptation to pack the (virtual) room. ✅ Make it matter. Set expectations. Send reminders. And if it’s virtual, cameras on goes a long way toward focus and connection. ✅ Schedule follow-up support. Reinforcement matters. Book a post-session Q&A, office hours, or refresher so people actually use what they’ve learned. ✅ Follow up. Send a quick survey afterward to measure impact and shape the next session. One-off training rarely moves the needle—but a well-planned series can. Helping teams level up their presentation skills is what I do—structure, storytelling, design, and beyond. If that’s on your radar, I’d love to help. DM me to get the conversation started.

63% of employees say their company’s AI training isn’t good enough, according to TalentLMS. That’s a call to action. As AI adoption accelerates, one of the most impactful steps leaders can take is preparing teams to use these tools with confidence, and those who get this right design training as a catalyst to spark new ways of working. The most effective training programs I’ve seen share three qualities: they’re role-based, hands-on, and ongoing. 1️⃣ Role-based training helps AI adoption stick. When employees leave with three or four clear ways to apply AI immediately, those practices are far more likely to become part of daily work. 2️⃣ Hands-on beats hypothetical. Confidence grows fastest when instruction is concise and paired with time to experiment in low-risk settings. Learning by doing makes adoption real. 3️⃣ Training isn’t one-and-done. Quarterly or biannual sessions, with updates as tools or capabilities evolve, help teams feel supported and ready to keep pace. When training is structured this way, employees feel empowered to use AI, and that’s when it starts to truly transform how work gets done. #AITraining #AIEnablement #LearningAndDevelopment #EmployeeTraining #Upskilling

💥 😱 Training is fundamentally broken. Think about it: We spend HOURS listening to lectures, reading books, or watching videos… only to retain almost nothing. The result? Knowledge that fades faster than yesterday’s to-do list. Why? Because passive learning is a trap. We consume knowledge, but we never truly retain it. The solution? 💡 Shift from PASSIVE to ACTIVE learning. This is where the Learning Pyramid comes in. 🔺 What is the Learning Pyramid? It’s a simple, science-backed model that shows how we retain information. And here’s the spoiler: 👉 The secret to learning isn’t listening. It’s DOING. Here’s how it breaks down: 👀 At the top: Passive methods like lectures, reading, and watching videos. 💪 At the bottom: Active methods like practice, group discussions, and teaching others. The difference? 💡 Passive methods = Knowledge INPUT. 💥 Active methods = Knowledge OUTPUT. And guess what? 👉 The magic happens in the output. Imagine this: Instead of your team passively sitting through a 60-minute presentation (retention: 5%)… 💥 They teach the same content to others (retention: 90%). That’s not just a small shift. That’s a GAME. CHANGER. 🤩🤩🤩 SO… how do you level up your learning experiences starting today? 💥 Here’s the powerful truth: The best way to learn something is to teach it. If you’re running a team workshop, client training, or even a simple meeting – make it INTERACTIVE! 😀 Here are 5 easy tools to boost engagement and retention immediately: 1️⃣ Breakout Rooms Don’t let participants sit passively. 💬 Break them into small groups to discuss key topics and collaborate in real-time. Easy to do with Zoom, Microsoft Teams, or Google Meet. 2️⃣ Online Whiteboards (Figma, Miro, Mural) Learning doesn’t just happen through words. Let people sketch, brainstorm, and visually build ideas together during sessions. It taps into visual + active learning modes! 3️⃣ Quizzes & Polls People LOVE immediate feedback. Tools like Slido or Kahoot! make it easy to add live polls and quizzes during your sessions. 4️⃣ Peer Teaching Exercises Want someone to REALLY learn something? 💡 Ask them to teach it to someone else. Teaching forces them to organize their thoughts and solidify their understanding. 5️⃣ Interactive Demos Forget slide decks. SHOW people how something works, then let them try it themselves. The difference? 👀 Passive watching vs. 💪 Active doing. 🔥 Here’s the challenge: If you want your team (or clients) to actually retain what you’re teaching… 👉 Make them do the work. ❌ Stop talking AT them. ✅ Start collaborating WITH them. Because retention doesn’t come from listening. It comes from ACTION. ///// ///// ///// ///// ///// 👋🏻Hi, I’m Andy! Enjoy this? ♻️ Repost it to your network and follow me for more. Want to build the future of architecture with me? Let’s start a conversation today. 🌟 #Architecture #Collaboration #Innovation #Leadership #slantisVibes

𝗪𝗵𝘆 𝘃𝗶𝗿𝘁𝘂𝗮𝗹 𝗣𝗗 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴 𝗽𝗮𝗶𝗻𝘁 𝗱𝗿𝘆 What if I told you virtual PD could feel more like a party? I know, I know. You're thinking about that last 3-hour Zoom where someone read slides in monotone while you organized your desk drawers. But here's the thing: Virtual PD has been trapped in "emergency remote teaching" mode for years. We took in-person sessions, threw them on Zoom, and wondered why everyone was tuning out. 𝗧𝗵𝗲 𝗽𝗮𝗿𝘁𝘆 𝗰𝗿𝗮𝘀𝗵𝗲𝗿𝘀: • Treating virtual spaces like glorified conference calls • Forgetting that engagement requires intention, not just technology • Assuming people will stay focused staring at screens for hours • Throwing people into breakout rooms without tools for connection 𝗧𝗵𝗲 𝗽𝗮𝗿𝘁𝘆 𝘀𝘁𝗮𝗿𝘁𝗲𝗿𝘀: • Opening with music and movement (yes, virtual dance parties work!) • Using polls, reactions, and chat to create buzz • Breakout rooms with clear purposes and tight timing • Interactive tools that make people co-creators, not passive consumers • Acknowledging the weirdness: "I know talking to black boxes feels strange..." Think about it: At a good party, you're not sitting in rows listening to someone talk. You're mingling, laughing, sharing stories, maybe even learning something new from interesting people. Virtual PD can capture that same energy. I've seen educators:  ✨ Create virtual scavenger hunts in their own homes  ✨ Use collaborative boards to build collective wisdom  ✨ Share screens to co-create in real time  ✨ Play virtual games that connect to serious learning The secret? Stop thinking "virtual delivery" and start thinking "virtual experience." 𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝘃𝗶𝗿𝘁𝘂𝗮𝗹 𝗣𝗗 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝘆𝗼𝘂'𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱? 𝗛𝗼𝘄 𝗱𝗶𝗱 𝗶𝘁 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂 𝗵𝗼𝗼𝗸𝗲𝗱? 𝗦𝗵𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝗳𝗮𝘃𝗼𝗿𝗶𝘁𝗲𝘀—𝘄𝗲 𝗻𝗲𝗲𝗱 𝗺𝗼𝗿𝗲 𝗶𝗱𝗲𝗮𝘀! 👇 P.S. If you want to grow as a PD facilitator, here’s my free Three Mistakes You’re Making with Your PD… and What to Do Instead tool: h͟t͟t͟p͟s͟:͟/͟/͟b͟r͟i͟g͟h͟t͟m͟o͟r͟n͟i͟n͟g͟t͟e͟a͟m͟.͟a͟c͟t͟i͟v͟e͟h͟o͟s͟t͟e͟d͟.͟c͟o͟m͟/͟f͟/͟2͟3͟6͟ #VirtualPD #ProfessionalDevelopment #OnlineLearning #Engagement