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How To Build a Powerful Training Video Library in 7 Steps

How To Build a Powerful Training Video Library in 7 Steps

Team Member conducting a training using a laptop
Team Member conducting a training using a laptop

In the digital era, training videos have become vital in the dissemination of information and education of team members. This new medium of learning has paved the way for a more flexible and universally available approach to training.

The capabilities brought by technology and globalisation enable firms to attract the best talent from all over the world. Having a repository of knowledge that’s engaging and readily available to team members bridges the knowledge gap for a standardised approach to work and collaboration among global teams.

Building a training video library can greatly benefit your team, especially in a fast-paced industry such as the financial advice industry, where business processes are adapted to changes in industry standards.

Having a repository for your training videos greatly benefits your business as it:

  • provides real-time support
  • saves time on repetitive training
  • lowers training costs
  • offers clarity and direction
  • mitigates business risks
  • enhances upskilling potential
  • increases learner engagement
  • boosts employee satisfaction
  • ensures scalability for the future

Want to know how you can leverage the use of your training videos? 

Here are 7 tips that can help your team create an effective training video library

1) Appoint a library champion

Appoint a team member within your practice who is responsible for managing the library. This will ensure your library remains well structured, organised and compliant.

2) Map out your content

Determine the topics or tasks you want to cover and then rank them in order of priority. It can be helpful to create a content calendar. 

Also, be sure to set a goal to create a certain number of videos per week/month. In this way, it will keep you accountable and on track. 

3) Identify your tool of choice

Research and decide which recording tool you are going to use whether it’s Zoom or Teams, Loom, Vimeo, or Youtube.

There are many tools you can find and use; however, you should choose a tool that is easy to use and easily accessible to all your team members.  

Additionally, remember to check your recording equipment (microphone, camera and lights) to ensure it is of good to excellent quality and up to scratch. Before you kick off with recording your content, it is best to complete a test recording of your initial take.

4) Create quick, relatable, and user-friendly content

No one wants to spend time watching a boring hour-long video that can be summarised in a minute or two. Hence, record videos in bite-size chunks that viewers find easy to understand, relatable, and interesting.  

Videos with real-life examples or based on true experiences garner more interest and attention than those that just explain plain facts and numbers as the former establishes a human connection. You may have your team members record a session on how they go about their daily responsibilities at work and how they complete each task. 

Also, ensure the subject/speaker of your video is keeping things engaging. Use a mix of visuals, animations and interactive elements where available to keep your team members engaged throughout the training. 

5) Organise videos by category

Categorising your videos into different catalogues saves you time and makes it easier for the audience to find your videos accordingly.

a) Ensure you have all videos grouped in categories.  

i.e. all same platform videos stored in the same location/folder and then broken down into product-related folders. 

b) Ensure the provider, product and task are clearly labelled. This is vital so team members can easily identify what video they are looking for. 

c) Ensure to record the date of the video for compliance/version control purposes. As we all know, platforms and products change over time; hence,  having the date of the recording will help you easily identify when the recording is out of date. 

6) Seek and gather feedback

Encourage your team members to provide feedback on your videos. In that way, you can continuously improve and tailor your content to their needs.

7) Use and add existing/relevant resources

No need to reinvent the wheel. Instead, collaborate with your platform providers, business development managers and industry experts as they may already have valuable training resources that can be added to your library.

By following these tips and putting effort into building a comprehensive video training library, you can provide valuable support to your team and enhance their learning experience. 

Good luck with creating your video training library! We are sure, your team will appreciate the effort you put into it.

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About the Author
Hannah Pike
Technical Lead- Client Services
Technical Lead- Client Services
Hannah’s extensive background in financial planning spans over 15 years, showcasing a wealth of experience within various settings, from small to large financial planning firms, as a significant superannuation fund. Throughout her career, she has adeptly assumed diverse roles, demonstrating her versatility and expertise in the financial services industry. Hannah’s multifaceted experience includes serving as an Operations Manager, Compliance Officer, Financial Planner and Client Service Manager. Hannah is passionate about operational efficiencies and upskilling our team members. Hannah provides key support by focusing on projects geared towards training and technical support.

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