
Rocco Seyboth
Updated:
Published:
April 17, 2023
February 27, 2024
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6 min
Rocco Seyboth
Product Marketing
You have something to teach someone, and you know that 1:1 screen sharing is 1) not efficient and 2) not scalable. So you put together a training guide for them to use, with all the information theyâll need to self-serve. Then you get a ping five minutes later.
âHey Sam, thanks for the guide! I had a couple of questionsâŠâ Cue the steady stream of Slack messages asking for clarification.
For many managers, training professionals, and top performers, making training guides is a dreaded aspect of the job. But itâs even worse when you finally spend the time to document a processâŠand the end result generates more questions than answers. đ€Šđœ
Why does this happen?
As it turns outâfor a few very specific reasons. In April of 2023, Tangoâs research team recently ran a survey to figure out what people dislike most about training guides, and the results were too interesting to keep to ourselves.
And when we polled our community of Change Enablers at the start of the new year, it turns out the same pains about training continue to persist.
Stick around to see:
First, a little context.
We collected 389 responses from people who make training guides (creators) and people who follow them (viewers). Both groups had visited a Tango how-to guide (like this) within the last week.
We asked everyone: âWhat do you dislike most about training guides?â
And of the 389 respondents, 77 answered a second, optional question: âWhy do you dislike that?â
Hereâs what we learned:
In other wordsâthe main frustration with training guides comes down to three things. Letâs take a closer look at each in turn. đ
In general, people donât want to waste time watching a video because theyâreâand we quoteââboringâ and take âtoo much time.â
What do they want, instead? The information they need to complete their process or task, without the extra fluff and time it takes to watch (and rewatch) a long video. đ„±
Video tools work for one-time messages that reduce the number of meetings for your team, but arenât great for long-term training and knowledge sharing.
What prevents video-only training guides from being your best bet?
For step-by-step tasks, Tango how-to guides make life better for viewers because they:
Theyâre also a more effective option for training guide creators, because Tangos:
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Survey respondents reminded us that âpictures are worth 1,000 words,â and begged, âplease donât make me read all that.â
Itâs a good rule of thumbâmany people are visual learners, and donât like walls of text in their training guides. They donât need too much narrative to go with instructions, and will gloss over it if itâs there. They just want to know what they need to do.
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Even though most people understand large blocks of text are difficult to understand, there are two main reasons why they show up in training guides.
Tango uses just enough context in documentation creation.
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Tango automatically captures high quality screenshots with every click of your mouse, so the âone step = one screenshotâ rule is easy to accomplish. đș
When training guides include more screenshots than text, viewers finish work faster because:
All images included in training guides need to be clear and large enough for viewers to read. But not so large that what to do next becomes less immediately obvious.
Survey respondents said that uncropped screenshots and/or ones without annotations arenât helpful. Sometimes, they can even be downright distracting. Ideally, screenshots should be âmarked upâ in a way that shows viewers exactly what needs their attention.
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An uncropped screenshot of a busy software user interface with no annotations is worse than too much text. Employees donât know where to look and can easily become overwhelmed. đ”âđ«
So why do uncropped screenshots often show up in training guides?
Tango automatically crops, zooms, and annotates every screenshot, so peopleâs eyes are drawn to the exact area where they need to focus and/or click. đ
With Tango, creators can:
Donât just take it from usâtake it from a marketing manager who streamlined a 309-step process for researching, writing, and posting blogs across 10 teammates, eight different tools, and six time zones with Tango.
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After Bri switched to using Tango to make how-to guides, she averaged 10X more screenshots and 75% less text compared to her old training guides. And they took less time to make. đ
Training guides can help people do their jobs better and fasterâas long as they contain the right components.
Read:
Why do we make training guides in the first place? To help people get sh*t done, fast and without getting frustrated. The best training guides show people how to execute the basics so they can spend their mental energy on acquiring and applying knowledge that will help themâand the businesses they work forâexcel.
With Tango, itâs easy to make helpful how-to guides with actionable steps that help everybody succeed.
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We'll never show up
empty-handed (how rude!).