How to Streamline Workflow and Increase Course Bookings
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The document discusses the benefits of using training management software to automate workflows for commercial training providers and internal training departments. It notes that these organizations currently spend too much time on administrative tasks like scheduling and coordinating courses because they use separate systems for course booking, learning management, websites, and invoicing. The document promotes a training management software solution that can help save organizations significant time by managing their entire training operation in one place.
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How to Streamline Workflow and Increase Course Bookings
- 1. Richard Cassidy Business & Training Management Consultant @Adm1nistrate rc@getadministrate.com linkedin.com/in/richardcassidy
- 2. Are You a Training Commercial Training Provider or an Internal Training Department?
- 3. Cut down on time We see training companies and internal training departments spend far too much time on admin tasks like scheduling, coordinating and managing courses.
- 4. Why? Because you’re probably using separate software for course booking, LMS, website booking and invoicing.
- 5. Automating common workflows. Effortlessly promoting (and selling) your courses online. Delivering and managing blending learning. increasing profitability with management information. Managing your training operation in one place. What?
- 6. “I’m still amazed at how much time we save now that everything’s in one place.” Simon Crowther Ceo Care Skilled
- 8. Automating common workflows. Effortlessly promoting (and selling) your courses online. Delivering and managing blending learning. increasing profitability with management information. Managing your training operation in one place. What?
- 9. How Much Time Do You Spend on Repeated Admin Work Each Week?
- 10. Save time Training providers typically save at least half a day per week in admin time with automation. And in some cases up to Two days!
- 11. “By automating workflows, we were able to scale to become one of the top finance training providers in the Middle East.” Ibrahim Sabra Systems Manager Morgan International
- 12. Unaware of their problems, until it is pointed out. Multiple systems already hold different pieces of information. They don’t have or know of any tools that can help them. Systems out there are overly complex or really expensive. Maybe they think doing this kind of admin is their job? We have the answers
- 13. Do You Currently Link/Integrate Your Training Management Tools With Your Website?
- 14. We Asked The Same Question to 160 Other Training Organizations Earlier This Month…
- 15. 85% Did Not Have Integrated Online Booking! 24 136 YES NO
- 16. “In the 12 months after integrating our website and training management software, we saw our revenue double. We changed nothing else in the business during that period!” Steve Broker CEO Kenteck Training
- 17. Do You Have an LMS?
- 18. Which of These Systems Do You Use to Manage Your Operation?
- 19. Extra Workload Duplicate data entry. Inefficient Looking in several places to find what you need. No Visibility Lack of clear and instant, Up-to-date management information. High Cost Paying for multiple systems or subscriptions. Manage
- 20. Manage Technical Expertise Required All systems need to be integrates. It’s a nice idea, but full of continuous problems in reality.
- 21. How many delegates attended a specific course between dates X and Y? What’s the average pass rate for course A in a particular city or state. How many delegates registered to attend a course vs. how many turned up? By location, which of our courses should be run the most? Manage
- 22. Manage By profit margin, which of out courses should we run the most? Do we run enough of our most profitable courses?
- 23. How many cancellations do we have X weeks pre-course? How many delegates pay in full pre-course? What’s our average number of debtor days by course/location/ country, etc.? Does whether a delegate pays in advance impact on their performance on the course? Manage
- 24. If You Could Manage EVERYTHING in Just One or Two Systems, Would you?
- 25. Take The Test! Get the most from Training Management Software – Take a Trial!
- 26. Could training management software boost your profitability? Make sure you’ve got online booking sorted! Four Great tips for better classroom management. Learn the secrets of student retention. 7 Must Read Articles For Training Professionals
- 27. Don’t fall into the spreadsheet trap! How to plan great training sessions. Why you should consider training management software. (even if you think your current situation is fine.) 7 Must Read Articles For Training Professionals
- 28. Richard Cassidy Business & Training Management Consultant @Adm1nistrate rc@getadministrate.com linkedin.com/in/richardcassidy Q&A
Editor's Notes
- Commercial Training Provider / Internal Training Department
- “We believe the solution the problem we all face in the training industry is to address 5 key areas. In a few slides we’ll look at these in much more detail.”
- Who we are and where we are: Administrate, a software company based in Edinburgh, Scotland.
- Training Industry OnlyWe work only with the training industry. Everything we do is focused on helping training professionals grow their operations, be more efficient, and allow them to focus on what they do best: train others to be great.“We work with hundreds of training professionals all over the world, from North America, through the UK and Europe all the way to Australia. Our presentation today will draw from our experiences over the last few years.”
- “Here’s a reminder of the 5 key areas we’re going to address during this webinar.”
- 3 hours or less / 3-6 hours / more than 6 hours“We see most organizations typically spending 8-12 hours on repetitive adminper staff member each week. When asked, 90% of companies were shocked when they accurately tracked admin time which they said should be automated nowadays.”
- “Think of the time spent manually updating course information in multiple places! Why wouldn’t you update one system and have it link to your website? Better still, it means course bookings go directly into your system and you don’t have to copy and paste bookings or enquiries from emails – the way old-fashioned booking forms work.”Statistic: “By automating tasks such as emailing joining instructions, and storing certificate and course outcome templates within your management software, it has been proven that you can reduce a staff member’s admin time by at least 1 day per week, and in some cases up to 2 days.”
- “If it’s so great, why isn’t everyone doing this already?”
- “Everyone has their own reasons, but here are a few we’ve come across in the past.”
- “Let’s talk a little about website integration.”
- Yes / No
- “Think of the time spent manually updating course information in multiple places! Why wouldn’t you update one system and have it link to your website? Better still, it means course bookings go directly into your system and you don’t have to copy and paste bookings or enquiries from emails – the way old-fashioned booking forms work.”
- Yes / No
- “If you have an LMS, make sure it does what you need for classroom training management as well. I don’t just mean the ability to make notes against a delegate record, but something that actually allows you to coordinate classroom courses and all of the admin associated with managing them, as well as recording exactly who’s been on which course and when. If your LMS can’t do this, or is limited, make sure it integrates with your training management system. If neither options work, go and get a system that does! There are systems out there that truly allow you to manage classroom and online learning without having to compromise on functionality.”
- “Make sure your tools also give you powerful and accurate, up-to-the minute reports on everything you need to know!”
- CRM or Custom Database / Excel / LMS / Website / Financial System
- It’s common for training companies and training departments to have many systems, unfortunately not all of them consider the pain they’re experiencing with this way of working.
- “Here are some examples of how training operations like to cut and slice their data. This is just a snapshot! Can you manage produce reports like this in one place, from one system?”
- Yes / No
- “There are some great training management solutions out there, and we recommend following our guide to make the most out of them. Try out integrated training management software for yourself and see what it can do for you!”
- “Here’s some extra reading that will help you take away some thoughts we’ve shared with you today. You’ll find links to all articles in the follow-up email after the webinar.”