Customer education teams don’t want another slide deck or webinar they'll forget by next week. This workshop helps your team translate product expertise into teachable steps, run software demos customers can follow, select training formats that fit the moment, and measure training by adoption and retention.
Product Expert to Learning Designer → Translate your expertise into clear training materials
Smart Solution Design → Expand your delivery options and learn how to match them to needs
Taming the SMEs → Collaborate more effectively with subject matter experts to reduce review time
Design for Flow → Design scripts that are practically applicable and easy to follow
Module 2
Delivery, Scale, & Measurement
Demos that Stick → Run demos that build customer confidence
Facilitate with Credibility → Lead better sessions by guiding energy without gimmicks
Scale without Chaos → Keep content up-to-date as your product changes
Measure Meaningfully → Find the adoption, retention, and support metrics in your organization and use them to show impact
Workshop Materials
Every participant leaves with a practical toolkit, not just notes. These are useful resources you can starting implementing today to streamline your process and show results:
SME Guide - Prompts and boundaries for collecting the right input without drowning in details
Demo Script Template - A simple structure to make software demos easier to follow
Training Decision Chart - Inspired by the 5 Moments of Need®, this will help you decide when to use job aids, quick guides, live training, or something else
Impact Measures Worksheet - A starter tool for proving value beyond completions, tying learning to adoption, retention, reduced support tickets, and more
“I’ve recommended this session to more than a hundred colleagues... no regrets. Everyone walked away having learned something useful and had a great time doing it.” — Training Manager, L&D
“Dr Kirby's authenticity comes through in every workshop. The discussions feel real, not scripted.” — Adjunct Faculty
“Heidi is so generous with her advice! So many practical takeaways... I came away with more nuggets than I could count.” — Director, HR
“It was refreshing to see research and real-world experience tied so close together. The insights resonated deeply with the challenges we face in corporate learning.” — Lead Learning Experience Designer
How It Works
• Intro Call → Reach out to request a quick call where we'll talk about your work and confirm fit. • Plan Together → We’ll set dates, pick the right format (live or virtual), and tailor the focus for your team. • Run the Workshop → We'll meet (either at your location or virtually) for hands-on, interactive sessions. • Put It Into Practice → You leave with tools, templates, and clear next steps on how to be more useful.
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