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6 Simple Steps for Creating Winning Training Videos

Training Videos are the New Normal!

Videos are undoubtedly one of the best mediums for sharing knowledge. Some of the biggest companies like Microsoft and IBM are in support of videos for the purpose of training. A number of researchers have been conducted which show that videos are the smartest way of training. 

According to a survey conducted by the Training Magazine, 88% of large companies use training videos. Further, 77% of midsize companies and 68% of small companies use training videos.

If you want to boost your corporate training videos, just follow these simple steps mentioned below. Training videos will be deemed successful if they are able to engage your audience for a longer period while serving the purpose of their creation. According to a research conducted by Forrester there is 75% more chances of an employee watching a video than reading a text.

Training videos can be used to demonstrate HR policies, safety training, onboarding, etc. 

Without any further ado go through the simple steps for creating highly effective videos for training.

Step 1: Determine the Purpose or Scope of the training Video

Before getting started with a training video you need to clearly define its purpose or scope. This will give direction to your video.


 Are you creating an onboarding video for the new employees? Or is it a product training video? Or a video explaining any process. Knowing the purpose and scope will keep on track and help in determining the objective of the training video. 

Expectation of the Department

You need to be clear about the expectations of the particular department that asked for the training video in the first place. Find out if they want the training video to be made in any specific manner or if they are open to new options. You may need to make a screencast style video if the training is for any software. Similarly, for teaching HR policies or customer service skills, How to type videos are recommended. 

Standard of the Video

You will need to consult with your marketing department to find out if they have any set standard for the video. For example what are the video policies followed by them, are there any video editing tools available? Can they provide assets for the purpose of branding the video? Do they have fixed intros and outros for the video? If they don’t have any of the above, it will be better if you set aside some time to establish them. Try to define the size of the video, its length, and also the format. 

Shooting Gear and Space

After determining the kind of video you want to make you can start selecting the location and equipment or gear that you will need to shoot the video. You don’t need to hire expensive studios for shooting these types of videos. Basic camera or software knowledge with a decent location will do the job. If you are planning to make a screencast video then you can do the voice over for it from any place that is quiet with a working surface. You can transform to a mini or pop up studio for making How To type videos.

Distribution and access

After defining the purpose of your training video, you will also need to decide on who will get the access to the video and how it shall be distributed. Will you host the video on your own server or on any other platform like YouTube or Vimeo? After you have decided all that you can go ahead and start working on the content of your video.

Step 2: Set the Goal and Identify Audience

For a Training video to be effective it needs to have a goal. The goal should be clearly defined at the beginning itself. A well defined goal will help you to be on track and successfully achieve the goal. 

Your goal must be in cohesion with your target audience. It is important to keep the audience engaged with the topic of your video. You will need to find out the level of knowledge the audience has regarding the topic of your video, and also their pain points. 

You will need to do some research in order to identify your target audience. Firstly, you can directly interview the audience for whom you are making the video. If that is not possible you can talk to people who are familiar with such an audience. Your own company’s customer support or marketing department may be able to help you. Further, you can also get details about your audience from various online forums and groups.

In the next stage you will define the topics and content of your training video that will satisfy the purpose of your training video. 

Step 3: Topics and Content for the Video

You will need to compile multiple topics for complex goals. A considerable amount of time will be spent in brainstorming ideas for topics. After that you will have to shortlist all the topics that will not only serve the purpose of your video but also be relatable to the target audience. 

Next you have to decide how many topics you are going to include in your video. You may need to make more than one video if there are too many topics. You should topics that relate to each other in one video. Including too many topics in a single video may overload it which may result in the audience losing interest. 

When deciding the number of topics you have to consider your target audience. Some of them may directly skip to the part that they are interested in. But that should not be the only factor to determine the topics. The standard of your training and the preset length of the videos must be followed.

If you are using multiple videos then you must create a playlist. Structure the playlist in such a way that it is easy to navigate and doesn’t overwhelm the audience. You can create categories, use themes, etc. 

Step 4: Type of Training Video

Now you will decide the type of video. Each type of video will take its own time and expertise to be created. The formats of the videos will vary depending on the type of knowledge you are seeking to impart. 

Moreover, you will also need to consider your timeline, the expectations of your stakeholders and also the resources available.

Following are the various formats that you can use for the purpose of your training videos:


It is basically the recording of a computer screen. This format is recommended for providing training related to any software or computer application. They can be both informal as well as of very high quality. 


Very short videos of 10-15 seconds are called micro videos. They only convey a particular idea or procedure. Further, they may or may not include narration. Usually texts or visuals are used in this type of video. Micro videos are best for such topics that don’t require lenghty videos to explain.

Presenter video

A presenter video involves an individual who presents any topic or process. You can create a presenter video by recording a live training and later include it in the training programme. The DIY videos on YouTube are usually in this style. 

Role play

In this type a scenario is created to make the audience understand how any particular interaction should be handled. It can be used to provide training for social interactions, sales calls and technical support. 


Visually appealing graphics and texts are used in the animation style explainer videos. You may need to have some artistic and technical knowledge for creating animated videos. However, there are a number of video animation software that can be used for using animation in your videos. But when it comes to training videos whiteboard animation style is recommended because of its ability to convey information in an engaging manner.

Interactive video

In this type the videos get the audience involved by asking them to respond to various situations. On the basis of your decision the rest of the video is played out. These types of videos help the audience in understanding the decision making process for different scenarios. 

Step 5: Script and Storyboard

After deciding the type of video the next step is to make a storyboard. Basically you will decide when each information will appear on your video from the beginning till the very end. You can use images and snapshots that are easy to understand. Don’t worry about making them very attractive. 

Now that your visual sequencing is done you can go ahead and write your script. Your dialogs should match the visuals. It is not mandatory to create the visuals first and then write the script. You can start by  combining an outline of your text and the visuals. 

Use your normal language that you naturally use in your script. Read it aloud to identify any pitfalls. You can work on your dialog delivery and timing during the process. 

Step 6: Recording and Editing

Finally, it’s time to record the video. Prepare your studio or computer software and get your storyboard and script. 

For screencast type video you just need your software and headsets to record audio. Make sure to be in a quiet room for recording the audio. Later you can use a video editing software for synchronizing your video with your audio. 

If you want to create a more detailed setup for recording your video then you can use a video camera with lighting and an external microphone. This will be enough for recording presenters or how to videos. Have a couple of practice shots and record them as you may find the perfect shot.


Now that you have gone through the six simple steps, you are ready to create your training video. Make sure that the content of your video is relevant. Don’t put too much focus on beautifying the video. In order for your training video to be successful it needs to be informative as well as interesting.


Aditya Vikram is the founder and CEO of animated explainer video company, Essence Studios. He loves writing scripts and also has a knowledge of digital marketing.  Aside from running the business, he loves reading about Cricket. 

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