When, Where, and How to Hold a Training Session

TRAINING

• Usually offered as a product, moreso than something that happens internally.

• Offered as an ongoing project and/or program deliverable

• Conducted for and among:

• • OpenUp

  • Clients

  • If someone needs to learn how to do a particular task or learn a set of skills.

Though selling/pushing training is NOT a key part of our philosophy, the majority of training offered externally is considered a revenue stream.

Internal training is usually considered knowledge sharing

• Other members of the team benefit

• Often done for onboarding, team bonding

EXTERNAL TRAINING: step-by-step

1. Clients request training sessions they think they might need

• They reach out to us first

2. OpenUp emails them back, as soon as possible.

• Near-immediate response time is important; we have to act fast when someone wants something

• Depending on who it is and what they're asking, OpenUp might ask for client data and objectives.

3. The client responds back with a date and time set for the session(s).