Design Your Perfect Training Plan: A Fun & Easy Guide!

Why Custom Training Programs Are a Game-Changer

Design Your Perfect Training Plan – Imagine a training program so perfectly tailored to your team, it’s like a bespoke suit for their skills! Custom training programs make sure your crew gets the right info at the right time. You call the shots on how often sessions happen, what’s in them, and how progress is tracked. This isn’t just about ticking boxes; it’s about making learning stick, keeping things secure, and making sure everyone’s on the same page.

Pro Tips for Crafting Your Perfect Program

• Add Your Own Videos: Spice things up by uploading your own videos to your reseller space and sharing them with your clients.
• Video Availability: Once a video is shared, it’s there for everyone, even if it gets archived automatically or manually.
• Duration Settings: Keep things fresh by setting videos to disappear after 3 to 6 months. This way, new folks aren’t swamped with a backlog of videos.
• Static Changes: Heads up! Once a video is assigned to a client, any tweaks you make to the original won’t show up in their version. Questions, answers, and explanations stay as they were when assigned.

Your Step-by-Step Guide to Creating and Sharing a Custom Program

Step 1: Dive Into Your MSP Environment

First things first, log into your own space, not a client’s. You need to be in your own environment to create and share programs like a pro.

Step 2: Create a New Program

Ready to get started? Here’s how:

• Click on Programs in the top menu.
• Hit +Add Program.
• Give your program a catchy name.
• Set how often the training should happen (like once a month).
• Add a snappy description.
• Set the start date.

Step 3: Add Training Content

Now, let’s fill that program with awesome content:

• Leave the User Group blank for now.
• Search the library for videos that fit the bill (try searching for ‘Insider’).
• Pick the perfect video episodes (like ‘Indicators of Insider Threat’ or ‘Insider Threat 201’).
• Add each episode to your program in the order you want.
• Click Create.

Don’t worry if you see a warning about no user group assigned. That’s totally okay!

Step 4: Share the Program

Time to spread the knowledge:

• Go to Programs and click the ellipsis (…) next to your new program.
• Click on Share to share it with your MSP clients.

Step 5: Assign the Program to a Client

Finally, let’s get that program assigned:

• Switch to a client’s space.
• Head to the Program Library and search for your program (like ‘Insider’).
• Once it pops up, click Assign.
• Make it your own by setting how often videos drop, making it optional or mandatory, adding your branding, and picking who gets it.
• Click Go to make it happen!