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How to Make Training Materials with Visuals


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From onboarding to professional development, training materials play an essential role in human resource strategy. Well-designed training content can effectively communicate expectations, establish roles and responsibilities and define processes and procedures.

In years past, HR departments handed their employees training materials laboriously created in Microsoft Word. These guides were too wordy and too boring. For the most part, employees never looked at them again after training was over.

Boring training materials are not memorable, and they don’t help your employees improve their performance.

Let’s look at how we can create more engaging training materials with visuals. You can then customize your own training documents using our easy-to-edit training templates and simple online editor.


Click to jump ahead:


Why are training materials important?

Whether your business is two employees or thousands, training materials are an invaluable resource. Organizations need training content of all kinds: training materials for leadership development, customer service training materials to teach phone skills, even training materials for trainers.

Related: How to Create an Effective Employee Training Program Using Visuals

Training materials are important for:

1. Establishing best practices

Creating consistency in processes and procedures is essential for helping businesses scale. Your training materials will help to define the best practices for your organization.

2. Defining roles and responsibilities

Your training materials can help your team to understand what their job is and what is expected of them. And, because you have established your training materials as the single source of truth on these roles and responsibilities, both you and they can refer back to this resource as needed.

3. Better employee performance

You can’t expect employees to hit a target that you haven’t defined. Your training materials are a great place to define what exemplary performance looks like, as well as to articulate avenues for professional development.

RelatedHow to Easily Create Job Aids That Improve Employee Performance

4. Improved compliance

In addition to procedures and practices, organizations are also governed by rules. Providing a clear articulation of an organization’s rules and governing regulations establishes an expectation of compliance and outlines the potential consequences for ignoring these rules.


What is included in training materials?

Training materials for your organization could include everything from manuals to job aids.

Here are some of the most common training materials you might use for your organization:

  • Presentations: They use graphics and words to deliver information. No need for Death by PowerPoint, Venngage has awesome presentation templates that are easy to customize for your organization.
  • Checklists: Lists are used to organize sets of information, from a checklist of tasks to a directory of phone numbers. Why not make it attractive enough to keep on the wall?
  • Worksheets or Workbook: They can serve one of two purposes: to collect information or help with making calculations.
  • Handouts
  • Exercises or Activities
  • Procedures Documents: They provide sequential explanations for how to perform work-related tasks and functions. Make them pretty and functional enough and your employees might even use them in the future.
  • Instructor Course Outline
  • Course Outline
  • Forms and Self-Assessments


How do you write training materials?

Writing effective training materials is as much of a science as it is an art. To know how to present information effectively, you have to know how to capture your audience’s attention and give them information that is easy to understand and remember.

Training materials ADDIE model presentation


Writing tips for training materials

Here are some of our best tips for how to prepare training materials that deliver real results.

1. Identify your audience and write for them

Who do you think you are talking to? You can’t hope to communicate effectively without understanding your audience.

2. Use accessible, approachable language

The best practice is to write your training materials to be understood at the 7th to 8th grade level. Don’t use overly big words. The wisest training content creators know that the goal is to inform, not impress.

3. Keep it short

Punch up your presentation by keeping it short and visually impactful. Too many words on a page dilute your message. Focus on the most important stuff and toss out the rest.

4. Break it up

When you do have a larger quantity of information to share, chunk it out into smaller chunks using headers and graphics to break up the flow.

5. Proofread it, read it, and share it

Make sure you carefully check your presentation for spelling and grammar. Many trainers will tell you that having a typo in their presentation will end up being the only thing the participants take from it. Don’t let that be your fate.


Training materials templates

Venngage has created training materials templates to help you get started. These easy-to-use templates make training content creation a breeze. Here are some of these high-quality templates, categorized by content area.

Soft skills training materials templates

Sharing large amounts of information can be a real design challenge. These soft skills templates provide great examples of how to organize and present lots of information in one place.

Training materials management vs leadership skills


Training materials leadership style


Healthcare training materials

The ability to communicate effectively can make or break an HR department. A healthcare organization’s most valuable asset is its people, so taking care of employees is an important job. Knowing how to prepare training materials will make you more effective as a leader, a manager and a mentor.

Training materials healthcare individual dev plan


Training materials healthcare training assessment needs


Marketing training materials

If you had to summarize the information contained in this matrix in a few words, what would you say? A visually engaging, intuitively designed matrix can help you organize complex, multi-factored information. At a glance, your audience will be able to find out what they need to know.

Training materials marketing skills matrix


Emotional intelligence training materials

You can use graphics and words to tell a compelling story. Training materials that provide an at-a-glance snapshot of complex topics are easier to understand and the learning is more likely to stick.

soft skills training materials template


Diversity and inclusion training materials templates

Organizations often develop their own ways of talking about what they do. However, what may be familiar and commonplace to you may be strange and unfamiliar to new team members. These templates are great for supporting diversity and building a common language in your organization.

diversity and inclusion training materials template


diversity and inclusion training materials template


Safety training materials

Why ask your employees to keep track of safety procedures and responsibilities when you can create training materials that are functional and informative? Checklist templates are great for summarizing safety information.

Training materials new employee and supervisor orientation checklist


Training materials healthcare personal protective equipment


Training materials phishing employee training presentation


Sales training material

Process, process, process, am I right? Organizations need to provide their employees with training materials that clearly articulate processes and procedures. These templates will help you establish a single source of truth for organizational processes and procedures.

Training materials 5 steps sales onboarding process


Training materials customer onboarding process


Customer service training materials

When it comes to the fundamentals, you don’t have to overwhelm people with everything you know. These templates do a great job of using graphics, colors, and font sizes to present important information.

Training materials new user onboarding saas


Training materials customer service tips


Leadership training materials

Being a leader takes a special set of skills that don’t happen by accident. Empower the leaders in your organization by creating high-impact, relevant, and instructive training guides.

Training material leadership styles information


Training materials leadership skills training guide


Training materials simple blue management ebook template


HR training materials

The majority of Human Resources departments are responsible for the training and development of employees across departments. This is a huge lift! When the need for training is great, the need for great training materials becomes even greater. If you can communicate your message effectively the first time, you increase retention and improve employee’s chances of success.

RelatedMicrolearning: A Pathway to Effective Training Retention and Behavioral Change

Training materials employee engagement presentation template


Training materials FAQ

1. How can I make more effective training materials?

Here are some tips to help you make more effective training materials:

Stories are a way to bring your training to life by engaging your audience’s empathetic imagination.

Telling real-world stories helps to improve audience buy-in. Not only will they be invested in it, but they’ll also remember it.

  • Don’t talk down to your audience

Take the time to understand what your audience knows about the topic and meet them there. If you misjudge them, you will come across as condescending. Not a good look.

  • Don’t explain things your training population doesn’t need to know

What’s the “need to know?” Don’t clutter up your training materials with stuff that doesn’t need to be there. Be intentional in your design choices to make sure what you present is relevant and necessary.

Try not to use jargon that could be unfamiliar to some or all of your audience. If it helps, have a peer who doesn’t do the job read your materials. They can help you identify jargon or other unclear terms.

  • If you feel that adding jargon is essential, you should always define it for your audience

Either way, you must be consistent in your language and use the same term to mean the same thing throughout your training materials. This helps you create a shared language.

2. How can I make engaging training materials?

While you must certainly know your audience, in most cases, a little humor wouldn’t hurt. Sometimes, it can even help. Just be realistic in how funny you can get away with and take the high road. Not a time to be off-color or controversial. A joke or two about relatable problems in your industry, perhaps?

And finally, make it relevant. Adult learners don’t have time to waste on learning things they can’t use. Find ways to reinforce the ways they will use what they learn in the real world.

The truth is, you don’t have to be a designer to create engaging, high-impact training materials for your organization. With a little help from your friends at Venngage, you can become a training content creator extraordinaire in no time.





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