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Moving online

A trainer's quick start guide

Presented by UfI - with Mark Berthelemy

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Major differences

Things to consider

Common pitfalls

Low cost startup

Useful sources

Major differences between face-to-face and online training


  • You and your trainees are not limited by time or location
  • You can train many more people


  • Things take a lot longer
  • You’re competing for their attention
  • It’s a lot easier for people to walk out

Is this an opportunity...

or a threat?

Things to consider


At the same time At different times Both
Online meetings, phone calls, scheduled text chats Watch video, read documents, do assignments, discuss Combine the two


Open Closed
Put as much as possible into the public domain Keep the private stuff to a minimum
Much easier to manage and administer, demonstrates value Requires security, it’s where you give the value that people will pay for
Content Interaction


What will your learners do?

What will you do?

What resources do you need?


Comments & likes

Closed questions

Open questions

Assignments / Projects

Tracking progress

Existing tools?

  • Office 365 - Teams, OneDrive, Yammer, Sharepoint
  • GSuite - Hangouts, Drive, Sites, Groups
  • WhatsApp - Group messages, video calls
  • LinkedIn - Group discussions
  • Others?


  • Joining instructions
  • Setting up groups
  • Login details
  • Supporting trainees

Anything else?

Expectations of trainees

User experience

Expectations of yourself

Legal stuff


  • Know your tools
  • What’s the business model?
  • Data protection
  • Security


  1. Use the tools you have already
  2. Focus on the learner activities
  3. Take your time
  4. It won’t be perfect
  5. Ask for help

Search for Mark Berthelemy on LinkedIn

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Image credits

Moving online: StartupStockPhotos on Pixabay

Conclusions: StartupStockPhotos on Pixabay