User Training for Busy Programmers
By William Rice
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About this ebook
William Rice
William Rice is the nationally-known food and wine columnist for The Chicago Tribune. One of America's most respected authorities on food preparation and wine, he has co-edited three editions of Where to Eat in America, a national restaurant guide, wrote Feasts of Wine and Food, a wine guide with recipes, and has contributed articles to Travel and Leisure, GQ, Gourmet, Elle, and Connoisseur. Before joining the Tribune, he was the editor-in-chief of Food & Wine magazine. Bill lives in Chicago with his wife, Jill Van Cleave, a specialist in recipe development.
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Book preview
User Training for Busy Programmers - William Rice
Table of Contents
User Training for Busy Programmers
Credits
About the Author
Preface
What This Book Covers
Conventions
Reader Feedback
Customer Support
Errata
Questions
1. Introduction
Misconceptions about Training
Myth: Your Software Training Class should be about the Software
Myth: Your Students Want or Need to Know It All
Myth: In a Training Class, the Instructor Must Answer All of the Students’ Questions
Myth: When Teaching Software, You Should Begin at the Beginning
Haven’t we Solved these Problems with IDS?
The Checklist
Step 1: The Setup
Set Criteria and Get Buy-In
Step 2: Develop In-class Exercises
Test and Revise Exercise Files
Step 3: Develop Lectures
Step 4: Develop the Demo
Step 5: Package the Course
The Student Guide
The Instructor Guide
Step 6: Set Up and Test Run
Test the Room Setup
Practice Run
Revise the Course
Develop Follow-up Materials
Step 7: Deliver the Course
Summary
2. The Setup
Who Needs to be Trained?
Action
Audience (Select One)
Type of Information to Cover for this Audience (Select All that are Applicable)
Write the Learning Objectives
Checkpoint
Action
Is This a Need that a Training Class Can or Should Fulfill?
Checkpoint
Action
What Scenario will give your Clients the Most Realistic Experience in the Classroom?
Define the Process
One Process or Several?
Checkpoint
Action
Develop a Training Scenario
What is a Training Scenario?
A Special Case: Software Toolkits
The Scenario
Checkpoint
Action
Write an Exercise Description for Each Learning Objective
Examples of Learning Objectives and Exercise Descriptions
Example 1
Objective
Exercise Description
Example 2
Objective
Exercise Description
Checkpoint
Action
Set the Criteria for Success
Action: Write Criteria for Success
Checkpoint
Get Buy-in from Sponsors
Summary
3. Develop In-class Exercises
Prepare Software for the Exercises
Checkpoint
Action
Write the Directions
Save a Version of the Data after Each Exercise
Extended Example of Exercise Directions
Writing Style for Directions
Sentence Structure: Put Conditional Phrases First
Start Each Numbered Step with an Action
State the Result of Each Action
Use the Second Person
Differentiate Button Pushes, Menu Items, and the Text Displayed on Screen
Separate Nested Menu Items
Action
Test and Revise the Exercise Files
Return the Training Files and Development Workstation to its Pre-Class Condition
Step Through the Exercise Directions
Checkpoint
Action
Summary
4. Develop Lectures
Develop Lectures Around the Exercises
A Structured Approach to Developing Lectures
List of Suggested Slides
Unit Title
Purpose
When is This Procedure Performed?
Who Performs this Procedure?
What Information is Entered During this Procedure?
What Processing does the System Perform on the Data Entered During this Procedure?
What is the Result of this Procedure?
Special Fields
Demonstration
Exercise
Review
Questions?
Checkpoint
Action
Summary
5. Develop the Demo
Write the Demo Instructions
Use Unique Data for the Demo
Developing a Demo — Key Steps
Write the Demo Speaking Points
How to Write Demo Speaking Points
Example of Demo Directions with Speaking Points
Checkpoint
Action
Summary
6. Package the Course
The Student Guide
Table of Contents
Introduction
State the Goals of the Course
Describe the Intended Audience
List Prerequisites
Duration and Class Size
Training Group Contact Information
Printouts of the Slides
Directions for the In-class Exercises
Resources and Contacts
The Instructor Guide
Table of Contents
Introduction
Printouts of the Slides
Directions for the In-class Exercises
Resources and Contacts
Slide Show Files
Checkpoint
Action
Summary
7. Setup and Test Run
Test the Room Setup
Practice Run
Action
Develop Follow-up Materials
Example of a Follow-up Course Evaluation
Checkpoint
Action
Summary
8. Deliver the Course
Presenting your Course
Summary
9. A Final Note
Index
User Training for Busy Programmers
Develop effective software training classes quickly and easily
William Rice
User Training for Busy Programmers
Develop effective software training classes quickly and easily
Copyright © 2005 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, Packt Publishing, nor its dealers or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First edition: May 2005
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN: 1-904811-45-0
www.packtpub.com
Cover Design by www.visionwt.com
Credits
Author
William Rice
Commissioning Editor
David Barnes
Technical Editor
Nanda Padmanabhan
Layout
Nanda Padmanabhan
Indexer
Ashutosh Pande
Proofreader
Chris Smith
Cover Designer
Helen Wood
About the Author
William Rice develops software-training courses, user documentation, and knowledge management solutions. He lives and works in New York City. During his 15-year career he has worked with a variety of Fortune 500 clients. He specializes in training and knowledge solutions for software that supports business processes. This is his first book for Packt Publishing. He can be reached via his website at williamrice.com.
This first book is for you, Lisa. Thank you for encouraging me to stick with it.
Preface
Training users is