Table of Contents

Trainer’s Guides for Zoom and GoToTraining

Just like with other tools (PowerPoint comes to mind), feeling comfortable using them, and feeling comfortable leveraging all of the features they have to use the tools for maximum impact are two different things.
trainer's guide to zoom gototraining and microsoft teams

The Trainer’s Guide to Zoom was updated on March 2, 2021. Download the latest version below!

In the spring, the whole world seemed to need to move to online meetings and virtual training, almost overnight. On April 1, we asked Train Like A Champion readers how comfortable they were delivering virtual training, and the results came back, split down the middle. Half of the respondents to the poll chose “I’m super comfortable” and the other half chose “I’m pretty shaky”.

My guess is that with practice and having virtual sessions become more of the norm, people are much more comfortable now than they were six months ago.

Just like with other tools (PowerPoint comes to mind), feeling comfortable using them, and feeling comfortable leveraging all of the features they have to use the tools for maximum impact are two different things. For that reason, my colleague Lauren Wescott, has spent time studying the most commonly used virtual platforms and has begun to generate a series of quick reference guides on how to maximize the use of the platform you may be using. The first two guides focus on Zoom and GoToTraining.

Training Guides that focus on Adult Learning

trainer's guide to zoom focusing on adult learning

More than a typical quick reference guide that walks you through specific features of the platform, these guides provide an overview of features with an eye toward how best to use them to engage adult learners.

Best Practices that Go Beyond the Technology

Sometimes features on various platforms aren’t used because people don’t understand why you’d use them. These guides offer some concrete ideas on how and why to use each of the features available in your platform.

Trainers Guide to Zoom Best Practices

Back-Up Plans, Because Technology Isn’t Perfect

Trainers Guide to Zoom Backup Plan

No matter how comfortable you are using virtual platforms, there will probably be times when something doesn’t work like you’d have hoped. These guides offer some ideas along the way in the event your initial plan is thwarted because your platform has chosen this day (of all days) to act up.

Know the Limitations of the Technology

Sometimes you think you should be able to use a feature, but you can’t. Figuring out if that issue is on your end or the participant’s end can be a key element to making sure everyone has a consistent learning experience.

Trainers Guide to Zoom Limitations

Click the cover of the Trainer’s Guide to Zoom or the Trainer’s Guide to GoToTraining to download.

Trainer's Guide to GoToTraining brought to you by SoapboxTrainersGuide Zoom

If you’re looking to expand your skills with a different training platform, check out one of our other Trainer’s Guides.

See how Soapbox works with VILT Activities

Instructor-Led Training Resources

These are some of our favorite resources to support everyone involved with instructor-led training.

Training Delivery and Facilitation Competency Rubric

A rubric is a way to assess performance with a standard set of evaluation criteria. The next time you need to assess the performance of someone delivering training (even if that someone is you), you may find this rubric helpful.

The Role of Co-facilitators

Co-facilitators play an important role in a training workshop. The most obvious benefit is that when you co-facilitate, you get a break from leading the

18 Instructor-led Training Activities

Engaging, intentional, face-to-face and virtual instructor-led training activities can make the difference between a session that helps learners to apply new skills or knowledge and one that falls flat.

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