Training for CMS ClientsTraining for CMS ClientsSteve Burge

Open Source TrainingOpen Source Matters

Steve BurgeOpen Source TrainingOpen Source Matters

Steve BurgeSteve Burge

Most Training is WastedMost Training is Wasted

Most Training is UnfairMost Training is Unfair

“You’ve been trained. Go do it.”

Life gets in the way. People forget.

Be realistic. Training is a process.

“You’ve been trained. Go do it.”

Life gets in the way. People forget.

Be realistic. Training is a process.

Four Parts to TrainingFour Parts to Training

1. Content2. Outcomes3. Methods4. Media

1. Content2. Outcomes3. Methods4. Media

1) Content1) Content

1) Content1) Content

“Get rid of half the words on each page, then get rid of half of what’s left.”

- Steve Krug

“Get rid of half the words on each page, then get rid of half of what’s left.”

- Steve Krug

1) Content: Our Classes1) Content: Our Classes

2007• Morning: Articles,

Menus, Extensions, User, Settings, Templates …

• Afternoon: Ecommerce, Blogs, SEO, Community, Security, Kitchen Sink

2007• Morning: Articles,

Menus, Extensions, User, Settings, Templates …

• Afternoon: Ecommerce, Blogs, SEO, Community, Security, Kitchen Sink

2010• First Day:

Articles

• Second Day: Extensions

2010• First Day:

Articles

• Second Day: Extensions

1) Content: K.I.S.S.1) Content: K.I.S.S.

1) Content:1) Content:

• People really want to know what they don’t need to know

• People really want to know what they don’t need to know

1) Content: Joomla Example 1) Content: Joomla Example

1) Content: Drupal Example 1) Content: Drupal Example

1) Content: Wordpress Example 1) Content: Wordpress Example

1) Content: Types1) Content: Types

• Procedures: do X, then Y, then Z• Facts: you can login at /wp-admin/• Concepts: a widget is a small box• Processes: how a template works• Principles: what’s the strategy

behind this decision?

• Procedures: do X, then Y, then Z• Facts: you can login at /wp-admin/• Concepts: a widget is a small box• Processes: how a template works• Principles: what’s the strategy

behind this decision?

1) Content: Types1) Content: Types

• Procedures• Facts• Concepts• Processes• Principles

• Procedures• Facts• Concepts• Processes• Principles

2) Outcomes2) Outcomes

2) Outcomes:2) Outcomes:

“Rarely is the question asked, is our children learning?"

- George Bush

“Rarely is the question asked, is our children learning?"

- George Bush

2) Outcomes: Examples2) Outcomes: Examples

• Procedures: the student can add articles to the site.

• Facts: the student knows that we’re using Joomla 1.5

• Concepts: the student knows what a module is

• Procedures: the student can add articles to the site.

• Facts: the student knows that we’re using Joomla 1.5

• Concepts: the student knows what a module is

2) Outcomes2) Outcomes

“Learn the rules so you know how to break them properly”

- Bruce Lee

“Learn the rules so you know how to break them properly”

- Bruce Lee

3) Methods3) Methods

3) Methods3) Methods

3) Methods: Joomla Procedure3) Methods: Joomla Procedure

1. S: Sections2. C: Categories3. A: Articles4. M: Menu links

1. S: Sections2. C: Categories3. A: Articles4. M: Menu links

3) Methods: Drupal Procedure3) Methods: Drupal Procedure

1. Roles: User Management >> Roles and create a role

2. Permissions: User Management >> Permissions and check boxes

3. Users: User Management >> Users, create a user and assign to the role

1. Roles: User Management >> Roles and create a role

2. Permissions: User Management >> Permissions and check boxes

3. Users: User Management >> Users, create a user and assign to the role

3) Methods:3) Methods:

1. Tell ‘em what you’ll tell ‘em2. Show the procedure3. Have students repeat the

procedure with guidelines4. Have the students repeat

without guidelines5. Tell ‘em what you told ‘em

1. Tell ‘em what you’ll tell ‘em2. Show the procedure3. Have students repeat the

procedure with guidelines4. Have the students repeat

without guidelines5. Tell ‘em what you told ‘em

4) Media4) Media

4) Media:4) Media:

1. Live: classroom training, webinars

2. Not live: books, videos, documentation

1. Live: classroom training, webinars

2. Not live: books, videos, documentation

4) Media: Classroom training4) Media: Classroom training

• Don’t.• Unless it’s a very, very small

group or you really are a teacher.

• Devs make terrible teachers

• Don’t.• Unless it’s a very, very small

group or you really are a teacher.

• Devs make terrible teachers

4) Media: Webinar training4) Media: Webinar training

• Gotomeeting superior to Webex

• Yuuguu.com • DimDim also

• Gets very tiring quickly• Better for small chunks

• Gotomeeting superior to Webex

• Yuuguu.com • DimDim also

• Gets very tiring quickly• Better for small chunks

4) Media: Books4) Media: Books

• Most books are terrible. Badly written by non-coders and confused about their audience.

Honorable mentions:• Joomla Start to Finish by Jen

Kramer• Front-end Drupal by Emma-

Jane Hogbin

• Most books are terrible. Badly written by non-coders and confused about their audience.

Honorable mentions:• Joomla Start to Finish by Jen

Kramer• Front-end Drupal by Emma-

Jane Hogbin

4) Media: Generic Videos4) Media: Generic Videos

• Often disorganized or done by one-guy-in-his-parents-basement-with-Camtasia-and-$15-headset

• OSTraining.com• Lynda.com• Lullabot.com (Drupal)

• Often disorganized or done by one-guy-in-his-parents-basement-with-Camtasia-and-$15-headset

• OSTraining.com• Lynda.com• Lullabot.com (Drupal)

5) Media: Custom Videos5) Media: Custom Videos

• Jing.com• iShowU• Screenflow• Camtasia

• Jing.com• iShowU• Screenflow• Camtasia

Media: DocumentationMedia: Documentation

• Screensteps:

• Joomla has http://joomanuals.com

• Screensteps:

• Joomla has http://joomanuals.com

It’s a Ongoing ProcessIt’s a Ongoing Process

“A teacher is one who makes himself progressively unnecessary.”

- Thomas Carruthers

“A teacher is one who makes himself progressively unnecessary.”

- Thomas Carruthers

Most Common MistakesMost Common Mistakes

• Not seeing training as a process

• Not using a combination of media

• Changing the admin area design

• Not seeing training as a process

• Not using a combination of media

• Changing the admin area design

Training ProcedureTraining Procedure1. Content

– Procedure– Facts– Concepts

2. Outcomes3. Methods

– Workflows

4. Media– Use a mix

1. Content – Procedure– Facts– Concepts

2. Outcomes3. Methods

– Workflows

4. Media– Use a mix

Further ReadingFurther Reading

Developing Technical TrainingRuth Colvin ClarkDeveloping Technical TrainingRuth Colvin Clark

QuestionsQuestions

Thank you.Thank you.

Steve BurgeOpen Source TrainingAtlanta, USASteve@OSTraining.com

Steve BurgeOpen Source TrainingAtlanta, USASteve@OSTraining.com