10 Tips for Creating Effective Training Materials

Learn essential strategies for creating effective training materials that enhance learner engagement and knowledge retention.

March 10, 2025 - Oleksii Sribnyi

Illustration

Creating training materials that work requires aligning content with learner needs and preferences. Here's a quick rundown of the 10 key strategies to get it right:

  • Set Clear Learning Goals: Define specific, measurable, and time-bound objectives.
  • Know Your Audience: Tailor content to skill levels, job roles, and learning styles.
  • Use Clear Visual Organization: Prioritize headings, white space, and visual aids to boost comprehension.
  • Add Practice Questions: Include interactive exercises to reinforce learning.
  • Choose the Right Tools: Use tools like Articulate 360, Adobe Captivate, or H5P for engaging content.
  • Break Content Into Small Sections: Divide material into manageable chunks to enhance retention.
  • Keep Design Consistent: Use uniform colors, fonts, and layouts for a seamless experience.
  • Make Materials Work Across Formats: Ensure compatibility on mobile, print, and digital platforms.
  • Include Practical Examples: Use job-relevant scenarios to improve application and retention.
  • Get and Use Feedback: Gather input from learners and refine materials regularly.

Why it matters: Training materials designed with these strategies can improve knowledge retention by up to 60%, boost learner satisfaction by 40%, and help organizations achieve 24% higher success in meeting learning goals. Ready to dive deeper? Keep reading for actionable tips and examples.

How to Make Effective Training Materials for Employees

1. Set Clear Learning Goals

Creating specific learning objectives is key to building effective training materials. Clear goals ensure your content stays focused and results can be measured [1] [2].

When crafting these objectives, aim for observable actions and measurable results. For instance, instead of saying "understand customer service", go for something like: "By week 4, participants will resolve 90% of common customer complaints using the company's 5-step resolution process" [2].

Here's how to structure strong goals:

ComponentWeak ExampleStrong Example
SpecificityLearn ExcelCreate pivot tables and VLOOKUP formulas in Excel to analyze sales data
MeasurabilityImprove presentation skillsDeliver a 15-minute presentation with 85% positive audience feedback
Time-boundMaster project managementComplete a project plan using Agile methodology within 3 weeks

To ensure these goals align with the organization's needs, consult stakeholders and map them to specific job roles [1] [3].

You can validate goals by:

  • Checking if learners can rephrase them during pre-assessment surveys.
  • Confirming that success criteria are measurable.
  • Ensuring the goals are directly relevant to the job.

Use pre-assessments to identify starting points and post-assessments to track improvements [2] [4].

Once you’ve nailed down your goals, they’ll serve as the foundation for audience analysis - our next topic.

2. Know Your Audience

Setting clear goals is just the start. To make them work, you need to understand who you're training. Matching your content to learner profiles through audience analysis is key. For example, Microsoft boosted new hire productivity by 28% by tailoring training to specific roles and needs.

Here’s how different audience characteristics can shape your training approach:

Audience FactorTraining Strategy
Skill LevelOffer modular content with both basic and advanced options.
Job RoleInclude role-specific scenarios and case studies.
Learning StyleBlend visual, audio, and interactive elements.
Cultural BackgroundUse inclusive language and diverse examples.

Tips for Effective Audience Analysis

  1. Use Pre-Training Assessments
    Start with skill tests or surveys to measure knowledge levels and identify gaps. This helps you create content that meets learners where they are [5].

  2. Gather Demographic Information
    Take into account factors like cultural backgrounds and language proficiency. Studies show that culturally adapted materials can improve learning outcomes by up to 25% [11].

  3. Track Learning Preferences
    Pay attention to preferred formats and delivery methods, such as videos, hands-on activities, or written guides, to keep learners engaged.

For global teams, consider offering materials in multiple languages and incorporating culturally relevant examples. This approach has been shown to enhance learning outcomes significantly [11].

Once you’ve identified your audience’s needs, the next step is to focus on organizing your content visually.

3. Use Clear Visual Organization

Organizing visuals effectively plays a big role in how well people learn. A well-structured design can make training materials easier to understand and remember.

The Foundation of Visual Clarity

Good visual organization starts with a clear hierarchy and consistent design. Here's how successful organizations structure their materials:

Visual ElementPurposeImpact
HeadingsOrganize content into sectionsMakes scanning easier
White SpaceSimplify the layoutBoosts comprehension by 20% [2]
Color CodingGroup related infoHelps with organization
Visual AidsHighlight key pointsImproves learning by 400% [3]

A great example is Duolingo. After redesigning their interface with better visual organization, they saw a 12% rise in lesson completion and a 7% increase in daily active users in just three months [Source: Duolingo Engineering Blog, 2023].

Essential Design Principles

Use these design strategies to make your training materials more effective:

  • Color Management
    Follow the 60-30-10 rule: 60% for your main color, 30% for a secondary color, and 10% for an accent. Also, ensure text contrasts well with the background (minimum 4.5:1 ratio) [4].

  • Typography Guidelines
    Stick to easy-to-read fonts like Arial or Calibri, use at least 12pt font size, and keep line spacing between 1.15 and 1.5.

  • Content Spacing
    Break text into short paragraphs, use wide margins, and include plenty of white space to make the layout easier on the eyes.

Consistency across all visual elements helps create a polished look and allows learners to focus on the material itself. Pair this with practice activities to reinforce learning effectively.

4. Add Practice Questions

Practice questions play a key role in helping learners retain information and apply what they've learned. Research shows that using interactive questions can improve retention by up to 50% compared to just reading passively [1].

Where to Place Questions

The placement of questions matters. For short modules, include questions every 3-5 minutes. In medium-length modules, place them after covering key concepts. For longer training sessions, add questions at the end of each section.

Choosing the Right Question Types

Different types of questions serve different learning purposes. Here are three effective formats:

  • Basic Understanding
    Use multiple-choice or true/false questions to check comprehension. Make sure the options are straightforward and avoid overly complex wording.

  • Real-World Application
    Design scenario-based questions to help learners apply concepts in practical situations.

  • Critical Thinking
    Include open-ended questions that require learners to analyze and solve problems. Studies suggest these can improve analytical skills by 20-30% when used effectively [8]. Focus on applying knowledge to new challenges and justifying solutions.

Providing Useful Feedback

Feedback is just as important as the questions themselves. Instead of simply marking answers right or wrong, offer detailed explanations. Here's how to make feedback more impactful:

  • Break down the correct answer in detail.
  • Point learners to the relevant sections of the material.
  • Use an encouraging tone to keep learners motivated.

When paired with tools for creating interactive content, well-designed practice questions can significantly enhance the learning experience. We'll dive into those tools in the next section.

5. Choose the Right Tools

Once you've designed practice questions, the next step is picking tools that encourage interactivity and align with the strategies mentioned in Tips 1-4.

ToolKey FeaturesPrice
Articulate 360Offers templates and interactive quizzes$999/year
Adobe CaptivateSupports VR content and responsive design$399.99/year
iSpring SuiteFocused on quick development and quiz creation$770/year

How to Choose the Best Tools

Tailored and Cost-Effective Options:

  • For Specific Needs:
    • Folge: Ideal for process documentation with built-in annotation features.
    • Camtasia: Great for screen recording and video editing.
  • For Tight Budgets:
    • H5P: Create interactive content without breaking the bank.
    • OpenShot: A simple option for video editing.
    • Moodle: A reliable learning management system.

When deciding, focus on tools that integrate well with your LMS, work smoothly on mobile devices (a key point from Tip 3), and support team collaboration with version control features.

Once you're equipped with the right tools, you'll be ready to tackle the next step: organizing your content into manageable sections.

6. Break Content Into Small Sections

Breaking complex training material into smaller, manageable parts helps people learn better. Studies suggest that this approach can boost information retention by 20-30% [1]. This ties into how our brains naturally process and store information. For example, IBM revamped their 8-hour sales training in 2022 into 5-minute video modules, leading to a 12% increase in knowledge retention (Source: Training Industry Report, 2023).

Why Smaller Sections Work

Our short-term memory can handle only about 4-7 pieces of information at a time [1]. When training materials are divided into smaller chunks, it’s easier for learners to absorb and remember the content.

How to Break It Down

  • Share Information Gradually
    Introduce content step by step to keep learners focused and avoid overwhelming them. This method allows for a smoother learning experience.

  • Make Connections Clear
    Organize sections so they naturally flow into one another while standing on their own. Start with basics - for example, teaching software navigation before diving into advanced features.

  • Include Quick Checkpoints
    Add short quizzes or exercises after each section to reinforce what’s been covered.

The ideal length for each chunk depends on the complexity of the material and the learners’ familiarity with it, but aim for 1-7 minutes. Pair this modular approach with consistent learning principles (see Tip 7) to create a smooth and effective training experience.

7. Keep Design Consistent

Having a consistent design helps reduce mental effort, making it easier for users to absorb content. Research shows that this approach can enhance usability by up to 39% [1]. When the layout is predictable and uniform, learners can focus on the material without being distracted by design inconsistencies.

Key Elements of Consistent Design

To ensure your design stays cohesive, pay attention to these elements:

  • Color Scheme: Stick to a specific palette that aligns with your brand.
  • Typography: Limit yourself to 2-3 fonts for headings and body text.
  • Layout: Maintain uniform page structures and spacing throughout.
  • Navigation: Place menus and buttons in locations users can expect.

Examples of Consistency in Action

Here’s how organizations achieve uniformity in their designs:

ComponentHow It’s UsedOutcome
Style GuideDetailed documentationEnsures consistent use of colors, fonts, and spacing.
TemplatesStandardized layoutsSimplifies the creation of various content types.
Asset LibraryCentralized design resourcesProvides easy access to approved elements.

Putting It Into Practice

Adobe cut development time by 40% by implementing detailed style guides [3]. This approach ties back to Tip 5, where tools that support templates can streamline workflows.

Regularly review and update your materials - schedule audits every 2-3 years with smaller updates annually [7]. This keeps your content current while retaining the consistent design principles that enhance learning.

Consistency becomes even more important when preparing materials for different formats, which we’ll explore next.

8. Make Materials Work Across Formats

With 67% of learners switching between devices to complete training tasks [1], it's more important than ever to design materials that function seamlessly across formats. This builds on the visual organization principles from Tip 3 and the consistent design focus of Tip 7, while addressing modern accessibility needs.

Responsive Design Principles

From print to mobile, each format comes with its own requirements. Here's how to address them effectively:

Format TypeKey ConsiderationsTips for Implementation
PrintVector graphics, standard fontsUse high-resolution images for clarity
DigitalResponsive layouts, interactive elementsEnsure touch interaction is supported
MobileTouch-friendly design, compressed mediaUse a font size of at least 16px for readability

Key Strategies for Optimization

To make materials work smoothly across formats, focus on these strategies:

Content Structure

  • Break content into modular sections for easier adaptation.
  • Use scalable vector graphics (SVGs) to maintain quality across devices.
  • Apply progressive disclosure techniques to simplify complex information.

Technical Adjustments

  • Reduce file sizes to improve digital performance.
  • Test materials across various devices and browsers to ensure compatibility.
  • Enable offline access for users in low-connectivity areas.

Accessibility Considerations

Accessibility should be baked into the design process. Here are some essentials:

  • Add alt text to images for screen readers.
  • Maintain strong color contrast to aid readability.

Tracking Performance Across Formats

Evaluate how well your materials perform by monitoring:

  • Engagement time: How long users interact with the content.
  • Completion rates: The percentage of users finishing the material.
  • User preferences: Which formats are most popular.

9. Include Practical Examples

Using practical examples helps learners retain information better and apply what they've learned effectively. Research from the Association for Talent Development shows that training programs incorporating real-life scenarios improve knowledge retention by 25% compared to programs without them [1].

Types of Effective Examples

Here are a couple of example types and how they can be used:

Example TypePurposeHow to Use It
Real-World ApplicationsConnects theory to practiceUse customer service transcripts with decision-making paths.
Interactive SimulationsAllows safe skill practiceUse tools that enable hands-on learning experiences.

How to Create Useful Examples

When creating examples, focus on these essential elements:

  • Relevance to Job Role: Tailor scenarios to reflect daily tasks. For instance, in customer service training, you could use anonymized transcripts of real customer interactions.
  • Real-World Context: Incorporate actual workplace data. This approach can boost learning outcomes by up to 40% [6].
  • Multi-Format Delivery: Match example formats to your audience's preferred learning styles, as discussed in Tip 2.

Keeping Examples Updated

To maintain the quality of your examples, update them annually. Use feedback from trainees (discussed in Tip 10) and consider current industry trends.

"When examples mirror real work scenarios, retention increases dramatically." - Brandon Hall Group [7]

Using scenarios that reflect real tasks not only improves retention but also creates opportunities for collecting valuable feedback - something we’ll dive into next.

10. Get and Use Feedback

Using real-world examples is great, but their impact hinges on how well they resonate with learners. This is where feedback becomes crucial. Gathering and acting on learner input ensures your training materials remain relevant and effective.

Setting Up Feedback Channels

Use different methods to gather input from learners. Here are a few:

MethodHow to Implement It
Post-training SurveysUse anonymous digital forms with rating scales and open-ended questions.
Focus GroupsSchedule sessions within a week after training ends.
Analytics TrackingReview engagement data, like completion rates and interaction patterns.

Metrics That Matter

When reviewing feedback, focus on these key indicators to measure how well your training is working:

  • Knowledge retention: Use post-training quizzes or assessments to gauge how much learners remember.
  • Time to competency: Track how quickly learners can apply new skills in their roles.
  • Performance improvement: Compare job performance before and after the training.

Making Changes Based on Feedback

To ensure feedback leads to meaningful improvements, take a structured approach:

1. Prioritize What Needs Fixing First

Identify the most pressing issues that impact learners the most. Focus on these before tackling smaller adjustments.

2. Test Changes Before a Full Rollout

Try out updates with a small group of learners to see how they respond before applying changes on a larger scale.

3. Keep a Record of Revisions

Track updates by noting the date, what was changed, why the change was made, and how it affected learning outcomes.

Handling Feedback Challenges

Not all feedback will be the same, so tailor your response to different learner profiles. Break feedback into categories based on factors like:

  • Job roles
  • Experience levels
  • Learning styles
  • Department-specific needs

This approach ensures you address diverse concerns effectively and keep your training relevant for everyone.

Wrapping Up

Developing training materials isn't just about putting together information - it's about using proven strategies to make learning effective and engaging. Organizations with strong learning cultures are 92% more likely to innovate [10], and those investing in well-designed training see 218% higher income per employee [12].

By applying the 10 strategies discussed - like setting clear goals (Tip 1) and integrating ongoing feedback (Tip 10) - companies can create training programs that not only meet current needs but also evolve over time.

Here’s a quick overview of how to boost your training materials:

Focus AreaWhat to DoWhy It Matters
StructureUse modular content (Tip 6)Increases completion rates
TechnologyChoose the right tools (Tip 5)Improves engagement
ImprovementGather and apply feedback (Tip 10)Keeps training relevant

Start with clear objectives (Tip 1) and understand your audience (Tip 2). Build on this by ensuring consistent delivery across formats (Tip 8) and making updates based on learner feedback (Tips 2 and 10). This approach keeps your training materials effective, engaging, and useful over time.

FAQs

How to create effective training materials?

To create materials that truly work, focus on clear objectives, modular organization, and multimedia integration. Here’s a quick breakdown:

  • Define learning goals that align with your business needs.
  • Include multimedia like videos, interactive tools, and infographics.
  • Add regular assessments to track progress.
  • Ensure materials are mobile-friendly for easy access.

These steps tie back to strategies like goal-setting, modular content, and practical examples.

How do you make engaging training materials?

Engaging training materials combine visual appeal with methods that keep learners interested. For instance, research highlights that 65% of employees prefer modular content [4], and using videos can boost productivity by 50% [9].

To make your materials engaging:

  • Incorporate storytelling to connect with learners.
  • Use visual hierarchy to guide attention.
  • Optimize for mobile to allow learning on the go.

Get started with Folge today for free.

Folge app
Easily create top notch technical documentation and guides
🏆 Try and use Folge for free forever.
Download now