Mastering Work Transitions: A Comprehensive Guide to Effective Handovers

Illustration of two suitcases with work on one side and sunshine on the other.

Have you ever noticed how the days leading up to a vacation seem to speed up and quickly become packed with urgent tasks and deadlines? Then to top it off, you have to find time amidst the chaos to prepare a meticulous handover that ensures everything will run smoothly during your absence.

Whether it’s a vacation, parental leave, or any extended leave of absence, people will always need to take time off work — and rightfully so! However, despite how regularly people take time off, the art of producing an effective handover seems elusive and often becomes more complex than it needs to be.

But fear not! With our seven-step guide, we’ll arm you with everything you need to facilitate smoother and more efficient handovers so that you can truly enjoy your time off, knowing that your projects and responsibilities are in good hands.

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1. Establish documentation and effective knowledge sharing

Try to get into the habit of regularly (and meticulously) documenting recurring workflows and processes. This kind of detailed documentation can prove invaluable when you need to delegate tasks to colleagues, even at short notice. 

Similarly, maintaining an organized filing system for documents, files, and other information is essential, especially when preparing for a handover.

Even if your company is yet to implement a unified filing system, you should keep your files logically organized and easy to find. Doing so will make even the most complicated tasks easier for anyone stepping into your role. 

When creating a comprehensive handover, you might also consider providing videos and screen recordings that complement your text guidance. For example, video content can often do much more than text alone when it comes to explaining how to perform certain processes and use specific tools. 

If there’s a lot to cover, then providing short videos is usually better than creating one really long one. However, sending someone lots of different video links can be messy and overwhelming. This is where Screencast Collections comes in. 

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With Screencast Collections, you can quickly share a set of media with just one link. You can also set a collection up to enable members of your team to contribute and upload content to it, which is a great way to encourage knowledge sharing and keep content up to date for the next time someone is away. 

 

2. Give yourself a head start

If you’re planning to delegate all your work on the last day before your vacation, before rushing home to pack, then we’re afraid to say that’s not the most effective handover strategy. 

Allocating sufficient time to produce a handover is absolutely crucial for ensuring it’s as successful and seamless as possible. How much time do you need to prep? Well, that will depend on a few things, including: 

  • The duration of your absence
  • The familiarity of your replacement with your role
  • The projects and tasks due while you’re away

Given that vacations and planned absences are usually scheduled in far in advance, there should always be enough time to ensure a smooth, if not flawless, transition. 

While you should start planning, or at least thinking about, your handover on the day your time-off request is granted, you should also discuss it with your team or designated substitute at least two weeks before your vacation. This will help ensure everyone is prepared for your time off.

3. Implement a handover protocol

A handover protocol will be your new best friend for both you and the person stepping into your shoes. This relatively simple document should outline the most critical elements that you’re handing over, including: 

  • Ongoing projects
  • Pending deadlines
  • Key contacts
  • Access to essential documents and manuals 

This is a kind of working-progress checklist that you can keep updated as your vacation approaches. It’s a simple concept, but one that will be worth its weight in gold in ensuring nothing is overlooked or forgotten. 

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4. Use screen grabs & recordings

They say that a picture is worth a thousand words, but when it comes to handovers, they’re worth a thousand hours! 

Rather than spend time writing lengthy descriptions to explain tasks and processes, consider using screenshots and short screen recordings. Visual instructions can save a lot of time and effort for both you and your substitute. 

Visuals also provide additional context and nuance to your instructions that could be overlooked in a text-based document. While screen recordings are great for explaining how to use software or navigate a website, screenshots can make for excellent step-by-step instructions.

With a screen recorder like TechSmith’s Snagit, you can enhance screenshots with annotations, bullet points, and graphics. Snagit even lets you create informal screen recordings, allowing you to demonstrate typical workflows and processes. 

5. Opt for a personal handover (and record it!)

Whether you’re operating from an office or working remotely, aim for a direct exchange with your stand-in during the handover. A face-to-face conversation, either through a video call or in the office, will make for a much more effective handover compared to one that relies solely on digital instructions and documents. 

You might even consider scheduling several short appointments instead of one lengthy session. In doing so, you’ll prevent fatigue (for you and your substitute), which might otherwise lead to important details being overlooked.

If you’re involved in particularly intricate work then we would definitely recommend breaking your handover up into manageable chunks, allowing time to answer questions and clarify any uncertainties. 

If you do end up giving your handover via a Zoom call, then be sure to record it! This will prove to be a valuable resource that your stand-in can refer to while you’re away, as and when they need to. 

6. Notify key clients & stakeholders of your absence in advance

Before you start packing your suitcase, be sure to tell your clients (and important stakeholders) that you’ll be taking some time off, and use that opportunity to introduce them to your substitute. 

As well as being a professional courtesy that shows consideration for your clients and the people you work with, it will also prevent any unwelcome surprises or confusion on the client’s side.

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7. Set up out-of-office notices for emails and phone

As well as notifying people that you’ll be away, you’ll also need to schedule your out-of-office (OOO) message. 

We’d suggest writing and scheduling this in advance as well. Because if you leave it to the last minute, you might forget about it altogether! And who could blame you? The last day in the office is always a whirlwind, which is why it’s best to tick this task off early on.

There’s also some key information that both your out-of-office email and voicemail should mention, including: 

  • Duration of your absence
  • Contact information for your replacement

Be sure to proofread your message too before it goes out. Any typos or errors that you miss could make you look unprofessional to anyone that notices. 

Rather than setting up an OOO voicemail, you might find it’s more useful to redirect your number either to your replacement or a central office. Whoever you redirect your calls to, be sure to let them know in advance! 

Primary goals of a work handover

There are a lot of people that stand to benefit from a well-executed handover, including you, your colleagues, your company, and your clients. 

With your responsibilities and projects in safe and capable hands, you can rest easy during your hard-earned time off. In an ideal scenario, your clients will hardly notice your absence! 

But most importantly, you’ll return to an orderly workspace after your vacation without any missed deadlines or stalled projects. After all, a chaotic and stressful first day back can quickly erode the restorative effects of a vacation — and who needs that?

Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.

What Makes a Good Tutorial Video?

What makes a good video tutorial

In a world that’s increasingly digital, people are turning to the internet to discover new skills, learn how to use products, and quench their curiosity. 

It’s no surprise that, according to a study by Google, users are three times more likely to watch a tutorial video on YouTube than read written instructions for a product. Why would anyone want to drudge through paragraphs of dense text when they can watch a step-by-step video that visually guides them through the process?

Tutorial videos, and instructional videos, have become an integral part of the digital learning experience. They serve as a handy tool, not just for individuals seeking knowledge, but also for businesses striving to communicate effectively with their customers. Be it technology, healthcare, education, or entertainment, tutorial videos can simplify complex concepts, and turn tedious tasks into engaging experiences.

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But what is it that makes a tutorial video truly stand out? What elements need to be incorporated to ensure that the video is not just informative, but also engaging and easy to follow? In this guide, we’ll delve into the essentials of creating good video tutorials, and show you how to make a tutorial video, step by step. 

Whether you’re an entrepreneur looking to explain your product, an educator aiming to make learning fun, or simply someone trying to share your skills with the world, we’ve got you covered.

But before we dive into the ‘how’, it’s important to understand the ‘what’. By knowing exactly what a tutorial video is, you’ll have a stronger foundation to build on and be in a better position to fully grasp the key components of creating a fantastic tutorial video.

What is a tutorial video?

At its core, a tutorial video is a multimedia resource that is specifically designed to teach or guide viewers on how to complete a task, understand a concept, or use a product or service. It’s a dynamic digital tool that provides clear, concise, and visually engaging instructions to help viewers learn.

The true magic of a tutorial video lies in its ability to answer the ‘how-to’ question in the most efficient way possible. Tutorial videos do much more than just deliver information, they walk viewers through processes one step at a time. By providing practical insights, this thorough approach reinforces the learning experience and delivers real value to the viewer. 

What’s more, they’re incredibly versatile — a video tutorial can be about anything imaginable! If there’s knowledge that needs sharing, a process that needs demonstrating, or a concept that needs explaining then a tutorial video can do just that, regardless of the subject matter. 

While a business might use tutorial videos to explain how their product works to their customers or create training videos for their employees, a baker could show you how to make the world’s tastiest chocolate cake. From how to send an email, to how to send objects into space — there’s no limit to what a video tutorial can teach.

And, as 31.3% of internet users watch at least one tutorial video each week, there’s no doubt that people find them useful for learning new things.

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How to make a tutorial video?

If you’re looking to create tutorial videos of your own, then there are several steps you need to take to ensure the content you create is the best it can be. Essentially, this all boils down to providing value to your viewers. 

As a concept, putting your viewers first is simple (and it really is simple) but there are some best practices to follow that will help ensure you’re keeping your content focused on providing the right information in the best possible way. 

Let’s take a look at the key steps to producing a good tutorial video: 

Write a script

Once your storyboard is ready, you’ll need to write a script. This will serve as the backbone of your video; guiding the content, the flow, and overall tone. An effective script transforms your storyboard from a mere outline into a fully fleshed narrative, setting the stage for content that will keep your audience’s eyes glued to the screen.

Be sure to use simple language that’s easy to understand. Remember, the goal is to educate your audience, so be sure to avoid jargon and complicated phrases that could be confusing.

You’ll also want to make sure that the video you create accurately reflects you or your brand. So you should write in the same style and tone of voice that you would use when speaking to your customers. 

Once you’ve written a first draft, we’d recommend reading it out loud at least once to make sure it sounds natural. The way we write is often different from how we speak, so you might need to make a few changes to avoid sounding like a robot — or worse, boring!

For the actual content of your script, start with a brief introduction that outlines what the viewers can expect from the video. Then, lead into the body of the video, where you detail the steps or processes. Be sure to break down complex tasks into smaller, manageable steps, making it easier for your audience to follow along.

Finally, it’s important to conclude with a summary of the key points and a clear call to action (CTA). If you want your viewers to subscribe to your newsletter, tell them. If they could benefit from your other videos or resources, share them. This is your chance to suggest what they should do next!

While not strictly necessary, depending on the complexity of your video, you may also want to consider creating a storyboard. This is the fundamental plan for a video and will help you keep the content on track, rather than relying on impromptu ideas while filming. 

You can watch the video on this topic at the top of this post, to listen to the podcast episode, hit play below, or read on for more…

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Set up your equipment

Crafting a great tutorial video isn’t just about having an excellent script or a comprehensive storyboard. The quality of your video also depends significantly on the technical aspects, namely the equipment you use and how you use it — but you probably knew that already. 

While we don’t believe that the quality of a video rests solely on expensive equipment, making sure your video has good audio and visuals can make it more engaging and professional, ensuring your message is delivered effectively. 

Whatever equipment you’re using, the key to getting the most out of it lies in how you set it up. Even the best camera in the world isn’t going to capture anything in a room with no light. With that in mind, let’s talk a little more about how to set up your equipment for the best results:

Microphone

The importance of clear, crisp audio in a tutorial video cannot be overstated. Your audience needs to hear your instructions clearly to follow along effectively. 

If you can, it’s worth investing in a good-quality microphone that can capture your voice without any distortion or background noise. But, you don’t have to spend a fortune. You can get some very good quality microphones for less than $100. 

Position it close enough to capture your voice clearly, but far enough to avoid any harsh sounds. Be sure to run a few mic checks to ensure the sound is just right.

No matter what microphone you’re using, you should always try to record your audio somewhere nice and quiet. The less external noise your mic picks up, the better it’ll be for your video. 

Webcam

A high-resolution webcam can deliver a clear and sharp image that adds a professional touch to your tutorials. However, the money you spend on an expensive camera will be wasted if you don’t set it up properly.

Before you push the record button, be sure to place your webcam at eye level. This will make your video feel more natural as it gives the impression that you’re speaking to your audience face-to-face. You should also ensure your background is free of clutter, and ideally a neutral color.

Lighting

Getting the perfect lighting in your video is arguably much more important than getting the best webcam. With good lighting, you’ll add depth to your footage and ensure you and your products are clearly visible. 

Natural light is always best, but if your busy schedule keeps you busy in the daytime — or you’re in the North Pole for winter — then you might want to consider getting a ring light or softbox. 

Be sure to face your source of light (so that viewers see more than your silhouette) and make sure it evenly illuminates the area you’re recording to reduce harsh shadows and overexposed areas.

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Edit your tutorial video

Creating a tutorial video is only half the battle; the other half lies in the editing. It’s here where you’ll polish your content, reinforce your message, and make your video truly engaging. Even the smallest enhancements can significantly improve the viewer experience. 

Here, we’ll discuss several key editing aspects that can take your tutorial videos to the next level. Let’s get started! 

Add a table of contents

Including a table of contents in your tutorial video helps viewers navigate your content with ease and find the parts of the video that they’re most interested in. This is especially useful for longer videos that answer multiple questions or explain processes with several steps. 

Some tables of contents will simply display the timestamps of different sections at the very beginning of a video. However, with tools like Techsmith Camtasia, you can easily create interactive tables of contents that allow users to quickly jump between sections at the click of a button. 

Highlight/emphasize important aspects of your tutorial

Emphasizing key points or steps in your tutorial helps viewers recognize the more important aspects of your video without getting lost in the details. 

Zooming, spotlighting, and adding annotations are just some of the creative editing tools in Camtasia that you can use to draw your audience’s attention and highlight specific points or parts of the recording.

Another great way to highlight important parts of a presentation or screen recording is to make the most of Camtasia’s cursor effects. By enlarging, highlighting, or creating a spotlight around your cursor, you can effortlessly draw the viewer’s attention to specific on-screen actions, making complex processes easier to follow. In doing so, you’ll ensure that the most important information isn’t missed.

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Add some background music

Adding music to your video can go a long way to making your tutorial more engaging. While the right music can help set the tone and fill in any silence, it’s important to make sure it doesn’t distract from the visual content or your narration. 

If the background music is too loud, or too “in your face” (or ears!), it can do more to detract from your video than add to it. With this in mind, you might need to adjust the volume of the music and make the actual video louder, to maintain the right balance between audio tracks. 

It’s also important to choose audio that complements the tone of your tutorial. You’ll be glad to know that Camtasia offers a massive library of royalty-free music, categorized by genre and mood, that you can use as the background to your video. 

Add captions

By adding captions to your videos, you ensure that your content is accessible to the widest possible audience. From people with hearing impairments to those watching your video on their phone in a public space, captions help ensure that everyone can follow along with your content no matter who or where they are. 

Captions also improve comprehension as it’s easier to follow along and digest information when it’s being read as well as said out loud. Tools such as Camtasia, and TechSmith Audiate, can help you create captions for your videos automatically — so there’s really no reason not to include them in your video! 

Number each step

If your video contains a lot of different steps, we’d recommend numbering each of them as you go along, as this will help viewers follow along more effectively. Numbers provide structure to your content and can make complex procedures easier to understand — a bit like numbered subtitles in a how-to guide. 

Add transition sounds

As well as adding numbers to each step, transition sounds can help show the change between one step and another, which will help improve the overall flow of your video and make it come across as more professional. 

While this may seem like a small thing, sometimes it’s the smallest details that have the greatest impact — especially when you pay attention to all the details. 

However, you should also be careful not to overdo it. As with a lot of editing effects, too much tampering can make your video look amateurish, and you’ll risk distracting and confusing your audience. With this in mind, it’s usually better to add effects (audio and visual) with a “less is more” approach.

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Publish your tutorial video

If you’ve managed to come this far in creating a captivating tutorial video, then we salute you! But there’s still one more step you need to take before you can put your feet up: publish your video tutorial!

These days there are so many different places where you can upload your video, and your publishing platform of choice can dramatically affect your video’s visibility, engagement, and overall success. 

With that in mind, here’s a quick roundup of some of the platforms where you can host your video:

YouTube

YouTube is the second largest search engine in the world, making it an excellent platform for video tutorials. Publishing your own videos is as easy as logging in, clicking on the ‘Create’ button, and selecting ‘Upload video’.

Because YouTube has such a massive user base, there is an opportunity for your videos to reach a huge audience. However, there’s also a chance it will get lost in the endless stream of great video content. So don’t forget to add an enticing title, a detailed description, and relevant tags to help your video reach the right people.

For more tips, we also have a beginner’s guide on how to make a YouTube video

Social Media

Social media platforms like Facebook, Instagram, LinkedIn, and Twitter are also great places for sharing your video tutorials. It’s worth remembering that each platform is used by different people and for different reasons, so choose the one that aligns best with your target audience. 

Uploading a video is usually as easy as clicking on the ‘Post’ or ‘Share’ button and selecting your video file. Social media platforms can also propel audience engagement rates, and the ability for users to quickly share content can help your tutorial spread virally.

TechSmith Screencast

TechSmith Screencast is a specialized platform for sharing screen recordings and videos. With seamless integration with Camtasia, you can easily publish your tutorial videos directly from your editing suite. Just click ‘Share’ and choose ‘Screencast’. 

The benefits of Screencast include easy video management, the ability to control who views your content, and the option to embed your videos on blogs or websites. While your video probably won’t go viral, there may be a time that you don’t want the world to have access to your content. 

Screencast is a great choice if you want a dedicated, professional space for your videos where they can be easily shared, viewed, and engaged with.

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Tips to make a great tutorial video

So now you know the basics of how to make a tutorial video, and where to publish it. While you’re probably raring to get started — and practice is the best way to hone your video making expertise — there are a few more things we think you should know. 

In this section, we’ll explore some tips that will help your video tutorials go from good to great. 

Pick a good title for your tutorial video

Giving your video the right title is more important than you might think. As it’s the first point of contact between your video and potential viewers, the best titles intrigue users and encourage them to click on your video. Meanwhile, a poorly chosen title may cause users to scroll past it, even if the content is top-notch.

Compelling titles are concise, descriptive, keyword-rich, and should give viewers a clear idea of what to expect from the video. Include keywords that your audience might use when searching for the information your video provides. This will improve your video’s visibility not only on YouTube but also on Google. 

For example, if you’re creating a tutorial on using a specific feature in a software program, a good title might be “How to Use Feature X in Software Y: A Step-by-Step Guide”. This title is straightforward, informative, and likely matches the search queries of users looking for guidance on that particular topic.

It might be a relatively simple step, but it’s not one that you can afford to miss. If you do plan on uploading your video to a platform like YouTube, you should also spend some time working on a good video thumbnail to further entice potential viewers. 

Use both video and narration

Leveraging video and narration in your tutorial is a powerful way to deliver information more effectively. This dual-channel approach caters to different learning styles, ensuring your tutorial can be understood and appreciated by a broader audience.

Video visuals provide a concrete demonstration of the steps or processes being taught. Seeing the steps in action can make the procedure much easier to follow, especially for complex tasks. Whether you’re using screen recordings, animations, or live-action footage, the visual elements of your video are crucial for showcasing the ‘how-to’ part of your tutorial.

Meanwhile, the narration provides essential context and explanation that visuals alone can’t deliver. It offers the opportunity to explain why certain steps are taken, provide background information, and give additional tips. A clear and well-paced narration enhances the viewer’s understanding and helps maintain their engagement throughout the video.

However, it’s vital that the video and the narration work together in harmony. What’s shown should align with what’s being said, with each element reinforcing the other. When it’s done right, the combination of video and narration can make your tutorial engaging, informative, and easy to follow.

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Invest in a good microphone

Sound quality plays a significant role in the overall impression and effectiveness of video content. Poor audio can distract from your message, make your tutorial harder to follow, and even cause viewers to click away. 

On the other hand, the best microphones for recording video will capture sound more accurately and deliver clearer, more professional-sounding audio. They reduce background noise and enhance the clarity of your voice, making your narration more engaging and easier to understand.

So, naturally, investing in a professional microphone will make a huge difference to the quality of your audio and will work to keep your audience focused and engaged. 

That said, it’s important to note that while a good microphone can improve your audio quality, it’s not a necessity for making a great video tutorial. If you’re just starting out, or working on a budget, there are plenty of ways to improve your audio without breaking the bank, such as:

  • Using a quiet, echo-free room for recording
  • Speaking clearly and slowly
  • Using editing software to clean up your audio 

At the end of the day, the most important thing is the value you’re giving through your tutorial. Provided you’re delivering useful, clear, and engaging content, viewers will appreciate your video, even if the audio isn’t studio quality.

Making tutorial videos, the FAQs

How long should a tutorial video be?

The ideal length of a tutorial video depends largely on the topic. However, it’s generally best to keep videos as short and sweet as possible. Aim for between 3–5 minutes for simple topics and up to 15–20 minutes for more complex subjects, always focusing on clarity and value.

Can I make a tutorial video for free?

Yes, you can! There’s a wide range of free software for screen recording and video editing, though they usually offer limited functionality. For anyone looking to create a lot of videos, more powerful software, such as Snagit and Camtasia, can be well worth the investment — and both offer free trials!

How do I record my screen for a tutorial video?

Software like Camtasia or Snagit allows you to capture your entire screen, a selected area, or a specific window, and have the ability to capture audio and webcam footage simultaneously.

Do I need fancy software or equipment to make tutorial videos?

Not necessarily… While professional tools can enhance your video quality, you can create effective videos with basic software, a decent microphone, a thought-out plan, and good lighting. The most important element is clear, helpful content that provides value to your viewers.

Kara Swanson

Marketing Content Specialist at TechSmith. I know way more about tea than any human being ever should.

How to Get More Comfortable on Camera

Learn how to get comfortable on camera

In today’s digital age, video communication has become a major part of day-to-day life. From virtual meetings and online interviews to social media, video content creation and even Facetime calls with friends and family, we use video more than ever before. However, the expectation to be on camera — and the apparent normality of it — doesn’t necessarily make it any easier. 

While knowing how to be comfortable on camera has become an essential skill for many, there are still those who struggle with camera shyness. In fact, the very idea of being on camera can, for some, be quite terrifying.

This feeling of digital stage fright can be difficult to overcome, however with a few simple techniques and a little practice, anyone can become comfortable and confident on camera. 

Don’t believe us? 

Well, it’s worth remembering that some of the world’s greatest actors and performers have never gotten over their stage fright (including Adele and Ewan McGregor) but they have learned to control it.

So whether you’re an introvert by nature, feel self-conscious on camera, or simply don’t know where to start, this article will provide you with tips and tricks to help you feel at ease and confident when you’re in the spotlight.

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What is camera shyness?

Camera shyness is a natural feeling

Feeling uncomfortable on camera is perfectly natural. In fact, the very act of being on video brings out three very common fears associated with performance anxiety, including: 

  • Camera shyness: This is often about self-image and the fear of being judged for how you look on camera.
  • Public speaking anxiety: On the other side of the same coin, this is the fear of being judged while speaking in front of a group of people.
  • Stage fright: While similar to camera shyness, stage fright is about action and is the fear of performing in front of an audience. 

Video communication brings together all three of these fears, creating a perfect storm for social anxiety. When you’re on camera, your image, voice, and actions are all recorded and on display, which can exacerbate existing self-consciousness and highlight nervous ticks – even the ones you didn’t know you had! 

It’s also worth noting that video often feels more permanent and formal than other forms of communication. For instance, when you’re speaking in person, you have the benefit of nonverbal cues, such as body language, and the ability to adjust your message in real time. 

For many, the permanency of being recorded can add to the fear of making irreparable mistakes. It’s scary stuff – but knowing what part of being on video causes you the most anxiety can help you focus on making steps to feel more comfortable.

Camera shyness is very common

If you feel camera shy, it’s important to remember that you’re not alone – it’s actually incredibly common. As the line between our personal and professional lives continues to blur, more people are communicating via video than ever before. 

This doesn’t mean that everyone loves being on video (quite the opposite) but it does mean that a lot of people are managing to overcome their anxieties, which means you can too!

So let’s get one thing straight: Feeling camera shy is not a flaw and you’re not a failure for feeling uncomfortable on the screen – you’re just human. It’s completely natural to feel affected by the common fears we’ve mentioned above. In fact, recognizing how these anxieties affect you is the first step to overcoming them.

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Try taking some time to think about what it is that makes you feel most uncomfortable about being on camera. Are you worried about being judged by your appearance or the sound of your voice? Does the idea of public speaking give you chills? Once you’ve identified the root cause of your discomfort, you can start to take steps to address it and develop strategies to feel more comfortable on camera.

Remember, too, that everyone has their own unique set of anxieties and insecurities, and there’s no one-size-fits-all solution to overcoming camera shyness. But by recognizing that your discomfort on video is a common issue and taking the time to understand why it scares you, you can start to develop a plan to conquer the camera.

You can watch the video on this topic at the top of this post, or listen to the podcast episode, by hitting play below, or read on for more…

Tips to be more comfortable on camera

Now that you have a better understanding of why you might feel uncomfortable on camera and how to move forward, let’s explore some practical tips for being on camera and feeling more comfortable on video. From making small adjustments to your environment, to learning techniques to calm your nerves and present yourself more confidently, we’re going to look at how to get comfortable recording yourself.

While it can take some time and practice to feel completely at ease on camera, incorporating these tips into your video-making process can make a big difference in how you feel and come across to your audience. 

So, take a deep breath, grab your camera, and let’s get started!

1/ Plan out your main talking points

The key to dealing with pressure is being prepared, and making sure you know exactly what you want to say before making a video, giving a presentation, or hosting a meeting, is a great way to stay ahead of the game. 

Think about it, you’ll be much more relaxed when you’re not trying to think of what to say next. While you might want to consider writing out a full script, even having a bulleted list of talking points will go a long way to help prepare — both practically and mentally — for being on film. 

In other words, being prepared will make you feel prepared, and when you feel prepared, you’ll feel more confident. It’s that simple.

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2/ Rehearse!

Another essential part of being prepared to make a video is rehearsing it. We don’t just mean rehearsing your script in front of the mirror (though that will help as well) but rehearsing the whole process from start to finish. 

For the best results, you should try creating a kind of ‘dummy video’ to not only get used to being on camera and practicing what you want to say, but to familiarize yourself with the tools and software you’ll be using. 

Whether you’re recording a training video or giving a live presentation via Zoom, it’s really important to know what you’re doing. 

There’s nothing worse than finding yourself flailing at the beginning of your video because you’ve accidentally put your microphone on mute and you can’t figure out how to share your screen. It’s the kind of vicious cycle that will only make you feel more nervous and flustered. 

And keep in mind, as you get more comfortable on camera, you’ll likely be able to skip this step and just get to creating the real thing.

It is, of course, just as important to rehearse your script but that doesn’t mean memorizing it word-for-word. Instead, focus on key points and the message you’re trying to convey.

This is a great trick for how to act natural on camera, rather than a script-reading robot! You’ll also be less likely to trip up if you do forget a point, as rather than trying to remember lots of words and sentences, you’ll only be trying to remember ideas, concepts, and talking points. Trust us, it’s much easier this way – and it’s better for your audience. 

3/ Make sure the camera angle is flattering

One of the best ways to look professional on camera (and feel it!) is to ensure you’ve got a good camera angle. In case you’re wondering how to angle your camera for a video or virtual meeting, most people look best when the camera is at — or slightly above — their eye line.

If you have a webcam that’s separate from your laptop, then you probably have some flexibility about where you can place it. If not, you can buy adjustable laptop stands to get a better angle – or you can place your laptop on a stack of sturdy books!

It’s a small thing that can make a big difference. 

As a side note, it’s also worth ensuring you’ve got perfect lighting in the room where you’ll be recording. One of the easiest ways to do this without fancy equipment is to record videos in a room with plenty of natural light, at a time when it’s not too bright (and not too dark – but you knew that already).

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4/ Dress for the occasion

When you’re interacting with people via video, whether that’s through a live virtual meeting, or a pre-recorded video, it’s important to dress the part. In the same way you wouldn’t wear cargo shorts to a black tie event, you probably shouldn’t wear a tank top to conduct an online training course. 

This isn’t about adjusting your image to suit your audience, we’re merely suggesting you wear something that you’ll be comfortable in. No, that doesn’t mean wearing sweatpants, it means wearing something that will make you feel confident and empowered – something you feel good in. 

When recording on video, remember that solid colors tend to record better on video than patterns do. We also suggest avoiding all-white and all-black clothes as these can throw off the white balance on your camera. 

5/ Talk slower

This is one of the most useful tips for how to speak confidently on camera, and it sometimes gets overlooked. Speaking slowly (though not too slowly) is not only great for ensuring what you say will be understood, but it makes you look professional and at ease – while simultaneously helping you relax under the spotlight.

That might sound crazy, but talking fast is a key symptom of nervousness – you know it and your audience know it. By speaking slowly, you’ll appear calm, and while you might not be calm at first, it won’t take long before you actually start to feel it. It’s really quite incredible. 

One great way to regulate the speed of your speech is to pause between thoughts and remember to breathe. If you talk too fast, it might be because you’re breathing too fast – or maybe you’re not breathing enough! But breathing and speaking are very closely interlinked, so by keeping your breathing in check, you’ll be regulating your speech without even realizing it.

Keeping your breathing under control will also help slow your heart rate and work to calm your nerves, so it’s a win-win! Of course, if you’ve made a video but you think you are talking too fast (or too slowly), you can change the video speed in while you edit your video.

On the other hand, if you’re more concerned about the volume at which you speak, don’t be.  When it comes to recording videos, you can easily make your video louder when editing it to increase the volume. That said, the best way to ensure your heard loud and clear is to add subtitles to every video you make

6/ Take advantage of screen shares

If one of the issues you have with being on video is being able to see your own face on camera (we know how distracting it can be!) then you might find it useful to share your screen rather than show your face. 

By just sharing your screen, or by creating a screen recording, you can focus on the audio part of the recording and worry less about the angle of your camera, the lighting, and the clothes you’re wearing. 

With Camtasia , you can record your screen and your webcam at the same time. This isn’t something you have to do, but once you’ve got used to recording your screen and the sound of your own voice (which is always an adjustment!), you might want to get used to seeing yourself while recording. 

There’s no need to rush into anything you don’t feel comfortable with, but this could be a great way to slowly ease yourself into being on video and normalizing the very act of seeing yourself on screen.

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7/ Use hand gestures

Being on camera can make you feel on the spot, which might lead you to freeze up or feel like you don’t know what to do with yourself. This is especially true for knowing what to do (or what not to do) with your hands. 

Now, we’d love to say something like, “Don’t think about it!” but we know it’s not that simple. So instead, we’re going to say “Use them!” 

Yes, use your hands. Hand gestures are one of the cornerstones of body language and a crucial nonverbal cue for conveying context and information. We use our hands all the time when we’re talking to people face-to-face, and talking to a camera shouldn’t be any different. 

While it can be difficult to start treating a camera like a person, especially if you’re not in a virtual meeting, it will start to feel more natural with practice. Before long, you’ll be using your hands online without even realizing it – just like you do in real life! 

8/ Just keep making more and more videos

Does practice make perfect? Yes it does. 

If you’re reading this, then it’s because you want to improve your on-camera skills. Well, one of the best ways to do that is to not avoid being on camera but rather get on camera as often as you can. Think of it as a kind of exposure therapy to help normalize being on video. 

Take the opportunity to make different videos, such as instructional videos and YouTube videos, in different environments. You might also find that editing your videos, adding effects, and learning how to use different tools, such as how to blur parts of your screen or add music to your video, is a fun way to get used to seeing more of yourself on camera.

For the ultimate test, you could even try live streaming a video. You don’t need to stream to an audience if you don’t want to, but the more videos you make, the faster you’ll feel comfortable recording them.

9/ Don’t take yourself too seriously!

As with many things in life, it’s important not to take yourself too seriously when you’re on camera. If you can try and shift your perspective to think of recording yourself as a fun way to communicate with people (because that’s what exactly it is!) rather than some stuffy formal affair, you’re going be much more relaxed. Who knows, you might even enjoy it! 

Our fear of being on video often comes from a fear of being judged, or worrying about how we’ll come across to others. By loosening up and embracing yourself for who you are, you’ll be taking away some of the pressure you put on yourself. 

Remember, nobody’s perfect, and most people don’t expect you to be.

Another way to not take yourself too seriously is to focus on the fun and playful aspects of being on video. Whether you’re creating a video for work or just for fun, try to approach it with a lighthearted attitude. Make silly faces, crack jokes, and experiment with different backgrounds or camera angles. 

By allowing yourself to have fun with the process, you’ll start to associate being on camera with positive emotions rather than anxiety or stress.

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10/ Go easy on yourself!

On the subject of not taking yourself too seriously, go easy on yourself! We can often be our own worst enemies when it comes to being critical of our achievements. But, if you’ve managed to make a video while feeling anxious and uncomfortable, you’ve done an incredible thing. 

Now’s the time to pat yourself on the back, not scold yourself. And while you’re at it, remind yourself that you’re going to get better at being on video with every camera appearance you make. 

If you’re brave enough to watch your videos back (and remember, a lot of actors don’t watch their own movies) then it’s worth noting that anything “bad” you notice about yourself or your performance will probably go unnoticed by the other people watching it.

Camera shyness FAQs

Why am I so camera shy?

Feeling camera shy is totally normal, and can be the result of different factors. The reasons you might feel camera shy could be completely different from someone else but there are ways to deal with virtual stage fright. The first step to feeling confident on camera is to understand what you feel most nervous about, and why.

How to stop being camera shy?

To feel less camera shy, work on identifying why you feel uncomfortable on video. Then try developing strategies to address those specific fears, such as practicing making videos, writing a script, finding the best camera angles, and using relaxation techniques to calm your nerves.

Ryan Knott

Ryan Knott is a Marketing Content Strategist at TechSmith, where he creates content about easy, effective, and efficient video creation, editing, and tips and tricks, as well as audio editing for creators of all kinds. He/him.

How to Make a Product Demo Video that converts (+Free Template)

How to make a product demo video

Did you know that by the time someone is looking for a product demo video, they’re already very keen on the idea of buying that said product? In fact, there’s a good chance they’re already sold.

Research by Think With Google found that over 50% of internet users look for videos related to a product or service before visiting a store, making it crucial for businesses to invest in product demo videos. Without a compelling demonstration of your product, you run the risk of losing potential customers to competitors that have invested in video marketing.

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You may already have a good idea of just how important video marketing is and the impact it can have on driving sales. But, creating a product demo video might seem intimidating if you’re not familiar with the process. 

That’s where this guide comes in! 

In this article, we’ll provide you with the necessary resources and skills to create a top-notch product demo video that will help you showcase the unique features and benefits of your product.

What is a product demo video?

In a nutshell, a product demonstration video illustrates how your product works by showing it in action. This can be a compelling way to communicate the value of your product to prospective customers and persuade them to make a purchase.

In fact, product demo videos are one of the most popular types of instructional videos out there – and for good reason! Plus, knowing how to make a product demo video is a skill that will serve you well across a wide range of industries and professions — maybe even all of them! 

What’s more, you don’t need to be a video expert to create an amazing demo video! With the right tools and a bit of planning, you’ll be well on your way to creating a stunning video that showcases the full potential of your product.

In this guide, we’ll break down the process of how to make a demo video into four easy steps, so you can create outstanding video marketing content. But first, let’s take a look at some of the other ways businesses can benefit from demo videos.

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How can product demo videos benefit your business?

We’ve said it once and we’ll say it again: product demo videos are an effective — possibly the most effective — way to showcase a product’s features and use cases.

By visually demonstrating how your product works and highlighting important features, you can help potential customers understand how it can meet their needs. This is especially important in today’s market, where consumers are bombarded with countless options and are often looking for guidance on what to buy. 

However, the very best demo videos can benefit businesses in a number of ways. From building trust and credibility to increasing traffic and sales. Let’s take a closer look at some of the most valuable ways in which a video demo of a product can help businesses grow. 

Product demo videos build credibility

Perhaps one of the key benefits of product demo videos is that they can help establish credibility and encourage your audience to trust that your product is going to help them in the way they need. 

By giving potential customers a clear understanding of what they can expect from your product and what makes it the best solution to the problem they’re trying to solve, you can help them feel more comfortable in taking the next step and making a purchase. This is especially important for newer or lesser-known products, where customers may be hesitant to take a chance on something they’re unfamiliar with.

Product demo videos introduce product features

Showcasing the features of a product and its USPs is a great way to sell to an audience without making it feel like a heavy-handed sales pitch. Rather than telling your audience they need to buy your product, you’re showing them how it will help them. 

This ‘show don’t tell’ approach can be a great way to explain how your product will address their needs, without seeming too “salesy”. In turn, this will help you build trust with your audience, and come across as a brand that’s authentic and approachable.

You can also use product demos as a way to announce product updates and explain new features. By walking viewers through the changes and showing how they’ll benefit, you can get your audience excited about what’s to come. 

Product demo videos increase traffic

There are a number of ways that video can help boost traffic to your website. First, the internet has become an incredibly visual space and with this change, videos have become more and more important for SEO.

In fact, research shows that websites featuring videos are 53 times more likely to reach the front page of Google than those without. And with over 25% of searchers clicking on the first organic search result, getting links to your website as high as possible on the first page of Google is key to driving traffic.

And what do users do once they’re on a website with lots of video content? They watch the content! Your videos will encourage users to spend more time on your page, which sends a positive signal to search engines — boosting your SEO and web traffic even higher! It’s like the opposite of a vicious circle. 

Finally, videos can be shared across a wide range of platforms, from YouTube to Facebook, all of which can increase your brand’s visibility and reach. In fact, viewers will share the very best videos with their friends and family, further increasing your exposure and driving more traffic to your website.

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Product demo videos increase sales

When potential customers see your product in action, they’ll start to understand how it can solve their problems, which will make them more likely to buy. It’s not just about showing them what your product can do, it’s about addressing any doubts or concerns they may have about the quality or effectiveness of the product in question.

Good advertising has, at some point or another, fooled all of us into thinking that some product is going to be the best thing since sliced bread. But then when we finally get our hands on it, it doesn’t live up to expectations and we’re left disappointed. 

As a result, many people have become skeptical of advertising and wary of products that might not be all they’re cracked up to be. However, showing people how your product works will give them a little taste of what it will be like to use it themselves. This can alleviate doubts, which will make consumers more likely to make a purchase.

So, if your business is yet to make a product demo video, then what are you waiting for? 

How to make a product demo video

Step 1: Plan your product demo video

As the old adage goes, failing to plan is planning to fail — and the same goes when you make a demo video. To create a successful demo video it’s absolutely vital that you take the time to plan out your video. 

This means thinking about your video’s message, working out what you want your audience to learn from it, and what they’ll need to see in order to take the next step. As you plan your product demo, you’ll also want to include the following points:

Describe the product

Provide a high-level introduction to what your product does — but keep it brief. Remember, your audience is already interested in buying your product, they wouldn’t be watching your video if they weren’t! 

Provide a solution

While it can be tempting to focus exclusively on cool features, be sure to mention the problems and pain points that your product will solve. The idea here is to remind your audience why they need your product, which will encourage them to take the plunge. 

Show how the product works

A video demo wouldn’t be a demo without a demonstration. But remember, while it’s important to show your audience how your product works, you should avoid going into too much detail. 

Your demo video doesn’t need to outline every single step required to use the product. In fact, it’s usually better to put the more intricate details in a tutorial video.

If you are working with a complex product, however, you might consider creating multiple demo videos that address different functions and uses. However, we’d still recommend starting with a more general overview that’s likely to appeal to your entire audience.

Provide the audience with a clear call-to-action (CTA)

At the end of your demo video, always provide a specific and clear next step for your audience to take. Your CTA can be super simple, such as a button to “Start a Trial”, “Request More Information”, or even “Buy Now”. In fact, we’d say that the best CTAs are simple and effortless — because customers are more likely to follow the path of least resistance. 

Once you’ve thought through each aspect and have an idea of how to incorporate them into your video, you might find it helpful to write a script and storyboard. This will ensure you have a solid foundation for your product video demonstration.

Then, with a clear plan of action, it’s time to move on to step two.

Step 2: Start with a product demo video template

Now, if you’re thinking that you need to create a product demo video from scratch, we’re here to tell you otherwise. 

Make a demo product

With Camtasia, you can access a wide range of templates to help make the video creation process as smooth and easy as possible. And before you ask, yes, we do have a product demo template that you can use in Camtasia. 

This template is called “feature demo”, and as soon as you open it into Camtasia, you’ll see that, as if by magic, your entire video will already be laid out for you. Best of all, the template is completely customizable! You can change colors, logos, fonts, and more to fit your product branding.

Once you’ve opened up your template, it’s time to move on to the third step: recording your footage.

Step 3: Record your product in action

To capture a software program in action, you’ll need a tool that will let you record your screen. Fortunately, we at TechSmith have several screen recording tools you can use.

Of course, if you’re filming a demonstration of a physical product, you’ll need a physical camera rather than a screen recorder. But most of the other steps discussed in this guide will still apply to you. 

For desktop software

If you’re using a desktop, Camtasia is a great all-in-one program for creating a demo video project, as it offers tools to record your screen and edit your video.

For iOS apps

On the other hand, if you need to record an app or feature on an iOS device, we can help you there as well! With the TechSmith Capture mobile app, you can easily record your smartphone screen and import the recording into Camtasia.

Create demo
Record a demo video

Once you have your software open on your computer, you may want to walk through the product demonstration a few times for practice, kind of like a dress rehearsal! 
When it comes to doing the product demonstration for real, it’s worth considering the desired dimensions of your finished video, as resizing it later on might affect the picture quality. Knowing the output size before you record will ensure that your finished video is crisp and clear.

Then, when you’re ready, open Camtasia and select the record option. You’ll then be prompted to select the part of your screen that you wish to capture.

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This is also when you’ll need to select which audio sources you want to record, including system audio, microphone audio, neither, or both. Recording system audio means anything that would normally play through your computer speakers will also be captured, which might be important if your software features any sound.

However, system audio refers to all the sounds that your computer makes, including things like email notifications. So be sure to adjust your settings so your recording isn’t interrupted by distracting beeps and tones.

Making demo videos

If you choose to record your narration as you demonstrate your product, then you’ll also want to capture your microphone. However, if you have prepared a script, you might find it easier to record your voiceover separately, after you’ve captured the onscreen action. But don’t worry, Camtasia makes it easy to sync audio and video sources.  

Once all the prep and practice is out of the way, it’s time to hit the Record button and capture your demonstration. Don’t worry — you’ve got this! 

When you’ve finished showing how the product works, hit Stop. 

You can follow the same steps to capture any additional recordings that you outlined in your plan. Keep in mind, it’s easier to remove or trim down any unwanted footage than to have to re-record a missed step later.

Step 4: Edit your product demo Video

Once you’ve planned and filmed your video, it’s time for the fun part – editing! Don’t worry if you’re new to this, Camtasia’s easy-to-use drag-and-drop editor makes editing easy and intuitive.

The editing suite is where you can trim your footage, insert your audio narration, add captions, add music, and play with animated effects — as well as a load of other things that will make your video stand out. 

From the TechSmith blog to the free TechSmith Academy, there’s a whole library of resources and instructional tutorials that you can use to familiarize yourself with all of Camtasia’s tools.

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However, do keep in mind that despite the cornucopia of tools and effects, it’s important not to go overboard. We know firsthand how tempting it can be to use every neat trick you learn, but remember to refer back to your storyboard for guidance, and always keep your audience in mind.

The best videos are usually kept simple so that your audience can focus on the information you want to convey.

How to edit with templates

If you used a template to create your video, even better! Your editing process will be even faster and more efficient.

How to make a demonstration video

With the template already laid out on your timeline, it’s as simple as taking your screen recording (or real-life footage) and dropping it into the placeholder.

Make a product demo video

Camtasia will give you a few options for adding your footage to the placeholders, but we recommend using Ripple Replace. This option adjusts the length of the placeholder to fit your footage, without removing affecting the other items and effects. It’s all customizable though, so feel free to adjust the transitions and identification (often called lower-third) graphics as you see fit.

Use a template to create a video demo

The “feature demo” template also has options to add device frames that can make your footage look like it’s on a computer screen or mobile device. All you have to do is drag your clip into a scene and transition into the full screen of your recording.

Pretty sweet, right?

Bonus! Reuse your template

Now this part is really cool. Once you have your demo video set out the way you like, you can save it as a new template, ready to be used for your next video, and the one after that! 

This can save a lot of time in the future as you’ll already have all your own brand elements ready to go. The only thing you’ll have to do next time is swap out the footage and any visual aids, such as text or annotations, that are specific to your recording.

Templates to make a demo video

Saving the video you just made as your own custom template is easy too. In fact, it’s probably easier than all the other steps we’ve covered — and even they weren’t that hard, right? 

The first step is to replace the screen recording with a placeholder, after you’ve saved and/or exported your demo video that is. To do this, right-click any piece of media on the timeline and choos Convert to Placeholder.

Then, go to File > Save as Template and provide a name for the template file. This saves the template in Camtasia on your computer.

How to make a product demo video thanks to templates

If, on the other hand, you want to share your template, go to File > Export > Template, and name the file.

Your template will then be exported as a Camtasia Template file, known as a CAMTEMPLATE. Once it’s exported, you can send the file to colleagues or place it in a shared location. All they have to do is download the template file and double-click to add it to their templates menu, where it can be selected at any time.

The Camtasia template file works on both Windows and Mac, so you don’t have to worry about sharing between different platforms.

Product demo video FAQs

How long should a product demo video be?

The ideal length for a product demo video is between 60 and 90 seconds, though two minutes is okay for more complicated products. This should be the perfect amount of time to showcase the key features of your product, without overwhelming the viewer with information.

What should be included in a product demo video?

Most product demo videos have a product intro, a demonstration of its key features, and a call to action. This way, you can show your audience how your product will help them, and encourage them to take the next step, such as registering for a free trial or making a purchase.

How much does it cost to make a product demo video?

When it comes to budget, there’s no one-size fits all solution. Big companies spend thousands of dollars on their demo videos. But, with the right knowledge, a little planning, and some practice, you can create a demo video in-house for little to no cost.

Ryan Knott

Ryan Knott is a Marketing Content Strategist at TechSmith, where he creates content about easy, effective, and efficient video creation, editing, and tips and tricks, as well as audio editing for creators of all kinds. He/him.

The Complete Guide to Lecture Capture

Lecture capture: the complete guide

Over the past decade, lecture captures have revolutionized the way we approach education, for both teachers and learners. What was once a time-consuming and resource-intensive procedure, that often required a professional production team, is now a simple, fast, and affordable process. 

As online education and video-centric content continues to rise, lecture captures have become essential for businesses and academic institutions alike. By capturing and archiving lectures, institutions can provide students with the flexibility to learn at their own pace and ensure that valuable knowledge isn’t lost. Meanwhile, businesses can leverage lecture captures to train employees and create customer education content

In this guide, we’ll explore the many benefits of lecture captures, how they work, and how to create effective videos that engage and educate your audience. Whether you’re a teacher, student, or business owner, this guide will provide you with everything you need to know to leverage this type of educational video as a powerful learning tool.

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What is a lecture capture?

At its core, a lecture capture is a recording of a lecture or presentation that’s made available to learners. Lecture captures can take many forms, from simple audio recordings to full-fledged video productions. These captures are usually created using lecture capture solutions such as video management systems (VMS), hardware, or software. 

How you decide to capture a lecture will depend on your audience, the style of your lecture or lesson, and the resources you have access to. The benefit here is that no matter what equipment you have, you should still be able to create a quality lecture recording without much trouble.

For example, if you don’t have the time or budget to produce something resembling a Ted Talk, you can keep it simple by recording a PowerPoint presentation and your own audio narration. 

To do this, you could use TechSmith Camtasia, which allows you to record your presentation, or import PowerPoint slides into a Camtasia project. There’s even a Camtasia PowerPoint add-in (on Windows) that allows you record with Camtasia from inside Powerpoint. This means you can record your camera alongside your presentation, giving your videos a personal touch that’ll help you connect with your students. 

Of course, if you do want to stand on stage with a microphone and multiple cameras on you — you can! With a VMS, you can capture several streams simultaneously, allowing you to record cameras, audio feeds, visual aids (slides, etc.), and a background (virtual or physical).

What makes lecture captures truly brilliant is they can be used in many different settings, from traditional classrooms to online learning environments. These videos are great for providing students with flexible learning opportunities and allowing them to study at their own pace. They can also be used to train employees, facilitate remote meetings, and provide on-demand access to presentations and lectures. 

Still not convinced? Well, we’ve got a whole list of reasons why lecture captures are so awesome… 

Go beyond simple lecture capture with Camtasia

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What are the benefits of lecture captures?

Visual communication

Research suggests that 65% of people are visual learners. This is why it’s important for lectures to feature engaging images, graphs, charts, photos, and other visual content to help students better understand the content and grasp concepts.

Gone are the days of boring, monotone lectures. Instead, consider creating dynamic presentations that combine the power of visuals with the knowledge you’re sharing. Not only will this capture your students’ attention, but it will also help them retain information more effectively.

By creating lectures — and lecture captures — that are rich with visuals, your students will be able to follow along with the content as if they were right there in the classroom. For the same reason, a video lecture recording can do a lot more to help students learn than a basic audio recording. 

In fact, our own research has found that 83% of people prefer watching videos to accessing instructional or informational content via text or audio.

What is lecture capture

Better availability

Providing video lecture recordings allows students to access course materials outside of the classroom. As many educators consider new approaches to teaching, lecture captures can create a kind of hybrid classroom that caters to both at-home and in-person learning. 

In the short-term, recorded lectures can be saved, shared, and archived online, which means students can easily refer back to recordings to study. This helps to alleviate the pressure of feeling like they have to process all the information during class.

In the long run, this can bring a new dimension to standard education models and methods, as students can preview archived content. This will help them be prepared for upcoming lessons, and even enter the classroom brimming with questions and discussion topics.

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ADA compliance

As you can imagine, traditional lectures may not always be the best way of learning for each and every student. Everyone’s needs are different, but to ensure students with disabilities have an equal opportunity to learn, it’s important to provide material that’s easy for everyone to access and benefit from.

That’s where lecture captures come in. For example, a video that features both captions and audio will make your content more accessible to students with either hearing or visual impairments. 

Many lecture capture tools already comply with the Americans with Disabilities Act of 1990 (making them ADA-compliant) and follow the guidelines of Section 508 of the Rehabilitation Act. If you’re not quite in the mood to read through government legislation (who is?) then that means “information and communication technology (ICT) is accessible to people with disabilities.” 

In terms of equipment and functionality, you’ll be glad to know that ADA-compliant lecture capture tools make it easy for you to generate captions and are screen-reader compatible. If you’d like to know more about how the 508 compliance rule affects video content used in higher education, then you might want to check out this blog post we wrote.

Increase engagement

Lecture captures can even help your students engage with your content without you needing to be in the room with them. No, it’s not magic — it’s video.

Interactive video tools, such as Camtasia, provide innovative ways to ensure students stay focused and are actively participating in their learning. By utilizing features such as annotations, callouts and titles, you can direct the attention of students to key points and help them better retain the information being presented. 

These visual elements can act as little guides through the content, underscoring important concepts and ideas — just as an instructor would during a live presentation. They can even be used to highlight areas where students might want to take additional notes or prepare questions for their instructors.

This interactive, student-focused approach encourages active learning, making educational content more accessible and memorable.

Lecture capture is more interactive

Build instructor-student relationships

Just because a course is conducted online, doesn’t mean that instructors and students can’t get to know each other. In fact, we’d argue that the connection between student and teacher is even more important when learning remotely. 

Lecture captures give instructors the opportunity to build relationships with their students, even if they never meet in real life. By using quick and personalized videos, you can give students a richer and more human learning experience.

So whether you’re teaching a remote classroom or creating an online course, you can still build the all-important rapport with your students. Even something as simple as a course introduction or a class update can go a long way in engaging your students

Hardware vs software-based lecture capture

Before we talk about how to create a lecture capture, it’s important to understand the different technologies and methods used for recording them. 

In essence, there are two primary types of lecture capture solutions: hardware-based and software-based. Both have their own set of pros and cons, and the most suitable solution for you will depend on your needs and budget.

In this section, we’ll take a closer look at the differences between each solution and what makes them unique so that you can decide which is most suitable for you.

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What is lecture capture hardware?

Lecture capture hardware involves the use of dedicated recording equipment, such as cameras, microphones, and capture cards. These devices are installed in the classroom or lecture hall and capture the audio, video, and other elements of the lecture as it’s delivered. 

One significant advantage of hardware-based solutions is that they generally produce high-quality recordings with minimal user input. However, they can be more expensive to set up and maintain — and might even require professional installation.

An example of lecture capture hardware

Image Source: Matrox

Pros

  • Records full HD and SD video and audio
  • Captures multiple sources such as document cameras, lecture cameras, or tablets
  • Allows for scheduled lecture recordings
  • Can be relatively hands-off for instructors

Cons

  • Rigid recording times and locations
  • Hardware technology ages quickly
  • Upkeep requires lots of technical support
  • May require professional installation

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What is lecture capture software?

On the other hand, software-based solutions typically rely on software that’s installed on a computer or mobile device to capture and record the lecture. These solutions tend to be more affordable and are easier to use than hardware-based options. 

They also make it easier to record lectures at different times and in different places. The downside, however, is that the quality of the recordings may be lower than that of hardware-based solutions, and they may require more user input and setup time.

Pros

  • Recording flexibility
  • Scalability to any classroom or complimentary suite
  • Editing ability
  • Portable content
  • Ad-hoc usage

Cons

  • Challenging to incorporate multiple inputs/peripherals
  • Licensing and support costsAutomatic scheduling is limited
Why to choose lecture capture

How do you record lectures?

Recording lectures doesn’t have to be intimidating or complicated, but it does need to be flexible.

More and more classrooms are being set up with hardware-based audio and video equipment that allows instructors to record in-class lectures. But now, thanks to software-based platforms, you can record lectures and videos for online courses outside of the classroom as well.

Regardless of where your lecture recording takes place, the best lecture capture systems allow teachers to focus on teaching while seamlessly taking care of the recording. While every system is a little different, here are three basic steps to recording your lectures:

Step 1: Record your video

record lecture capture presentation

Whether you’re using a recorder for in-class lectures or capturing content on a laptop in your office, it all starts with recording.

Remember, no matter where you’re recording, you should always strive to perfect the lighting of your video, and record high-quality audio — your students will thank you for going the extra mile. 

Step 2: Edit your video

Camtasia makes it super easy to cut out unwanted content and add interactive elements to keep students focused and engaged. With an intuitive interface, you can easily trim parts of a video you don’t want to include, such as off-topic discussions or technical issues, and create a polished final product that engages students.

How to trim a video with Camtasia

As well as keeping the actual content of your video void of distractions and “dead time”, you can use Camtasia to add a variety of interactive elements, such hotspots and animations. Even little pops of color can help students pay more attention to the material being covered.

Another one of Camtasia’s standout features is its compatibility with PowerPoint and the ability to import PowerPoint slides directly into Camtasia, allowing you to seamlessly integrate your pre-existing content. This not only saves valuable preparation time, but also provides a format that students are familiar with, which helps bridge the gap between traditional lecture styles and dynamic video content.

Step 3: Share and manage content

Once you’ve recorded and edited your videos, you’ll want to make sure they have somewhere to live long-term. 
Many lecture capture systems integrate with other systems — like your school’s learning management system. This makes your videos easily accessible on Blackboard, Moodle, Canvas, or other systems your institution uses.

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Lecture-capture FAQs

What is a lecture capture?

A lecture capture is a recording of a classroom lecture — usually as a video — that’s made available for students to review after a class. It’s also an effective way to optimize the learning experience for all your students.

Why use lecture captures?

Lecture captures give students the ability to re-watch lectures at their own pace and review the material as needed, which can help them succeed in their studies. Lecture recordings also provide institutions with an opportunity to supplement courses with video material and allow students to view lectures they might have missed.

What is lecture capture hardware?

Lecture capture hardware refers to physical appliances that are placed in classrooms and lecture halls to record and/or stream presentations, events, and lectures.

What is lecture capture software?

Lecture capture software lets you record video presentations, manage video files, and stream video content to any device. Software-based systems allow you to record from any standard computer without needing a hardware capture box.

What devices can lectures be viewed on?

The best lecture capture systems don’t limit where lectures can be watched. Look for a system that allows students to choose the best option for them. Whether they have a Mac or PC, iOS or Android device, the content should always be easy to access and readily available.

Can you integrate existing technology with new lecture capture systems?

Modern software systems can link directly into a school’s learning management system (LMS), and most lecture capture hardware is built to work with existing AV equipment.

Ryan Knott

Ryan Knott is a Marketing Content Strategist at TechSmith, where he creates content about easy, effective, and efficient video creation, editing, and tips and tricks, as well as audio editing for creators of all kinds. He/him.

How to add subtitles and captions to a video?

How to Add Captions or Subtitles to a Video

Having captions is crucial to a great video. Whether you’re making tutorial videos or even your very own green screen marketing videos, it’s time to make captioning a key part of your video workflow.

While adding captions and subtitles goes a little beyond the basics of video creation, doing so has never been easier – these days you can even turn screenshots into videos in just a few clicks! Adding subtitles is also what will make a video stand out and ensure your audience gets the most out of your content.

Although it might be an additional step you’re not used to in the video creation process, captions and subtitles make your videos accessible to a larger audience, give you a better ROI, and get more people to start watching your videos.

Whether you do it yourself before exporting, pay for a service, or use an auto-transcription tool, it’s super simple to make sure your audience has easy access to your great content!

Let’s get started.

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How to add subtitles to a video

 

Most video editors, including Camtasia, have captioning capabilities and fortunately for you, captions and subtitles are super-easy to create. In this guide, we’ll take a look at four ways you can add them to your videos, both manually and automatically.

Option 1: Add subtitles and captions to a video with Audiate

With TechSmith’s Audiate, adding subtitles to a video has never been easier. What’s Audiate, you ask? It’s the audio editing tool that turns your recordings into text, allowing you to make expert edits with precision. 

With Audiate you can record and import audio to get an immediate transcription. But this isn’t any old transcript, this is a transcript where you can edit not just the words, but the actual audio as well — and then turn the final transcript into captions for your video. 

Yes, it’s exactly as awesome as it sounds, and here’s how you do it: 

First off, you’ll want to open Audiate and import your audio, or record it if you haven’t done so already. 

To import, click File and then Import Audio. Then, all you have to do is choose the audio file you wish to import and click Open. Depending on the length of your voiceover, Audiate could take anywhere between a few seconds to a couple of minutes to transcribe your audio file. 

Alternatively, to record your voiceover, first, choose an audio input device (such as a microphone) in the Settings menu before clicking the Record button. When you’re done, click the Stop button.

Add subtitles to a video recording your voiceover

Once you’ve got your transcription open, you can make edits to your voiceover, just as you would a text document. For starters, you can delete words and sentences simply by highlighting them and hitting the Delete or Backspace button on your keyboard.

Add subtitles to a video and edit your voiceover

You can also delete any hesitations in your audio, such as ‘ums’ and ‘ahs’. Audiate will display these hesitations as little purple dots and you can delete them individually, or all at once by going to Edit and clicking on Delete All Hesitations. 

Add subtitles to a video and delete hesitations in your voiceover

If at any point you notice that Audiate wasn’t quite accurate in transcribing a word, you can edit the transcript without editing the audio. First, select the word that needs changing, Right-Click, and select one of the alternative suggestions. 

If the suggestions aren’t quite right either, you can click on Custom Word to add your own.

Add subtitles to a video using custom words

If Audiate accidentally turned one word into two, then you can fix that in just a couple of clicks. First, select the series of consecutive words, Right-Click, and select Combine into Custom Word. 

Combine into custom word and add subtitles to your video

After you’ve written the correct word, click OK to replace the mistake. We told you it was easy! 

Use the replacement word function to add subtitles to your video

Once you’ve perfected your transcript, go to File and click on Export Script. This will create an SRT file that you can then import into Camtasia, ready to be used as captions. 

Export the script to easily add subtitles to your video

Now to actually add captions to your video, you’ll need to head back to Camtasia and import your SRT file. To do this, open your video in Camtasia, click on File, go to the Import menu, and click on Captions.

Import subtitles to Camtasia

If you recorded your voiceover directly into Audiate, you’ll need to import the audio file as well. But don’t worry, as Camtasia makes it really easy to synchronize audio and video sources

You might need to spend a little bit of time adjusting the timing of your captions to ensure they’re aligned with your audio, but this is pretty straightforward and shouldn’t take too long.

Option 2: Add subtitles to a video with Camtasia

Manually add subtitles

In Camtasia, you can add subtitles to your videos by going to Audio Effects in the side panel, there you’ll see the option to add Captions.

Manually add subtitles with Camtasia

Click the Captions square/thumbnail and drag it down to your audio track, which is also the video track in the example screenshots. The Captions track will then automatically show you the waveform and split the captions (or subtitles) into four-second increments.

Manually add subtitles to Camtasia using the waveform

Each four-second caption is completely adjustable, so you can stretch them out and shorten them to ensure that each caption or subtitle is in sync with your audio. When it comes to actually typing and adding them, all you have to do is click on the first four-second increment and start transcribing the audio. It really is that simple!

Add subtitles with Camtasia

Next, go through the entire video clicking on each subtitle that you want to add. 

Another nice option about this is maybe you’re not the fastest typer and you want to be able to try and keep up with what your speaker saying, but it just goes by too fast.

To add subtitles throughout your video, just click through each four-second increment, and transcribe the audio for each subtitle you want to add.

How to add subtitles with Camtasia

Camtasia makes it easy to ensure you never miss a beat. Whenever you click the caption you want to add, you’ll be given the option to listen to the same clip repeatedly until you’ve finished writing the subtitles. To do this, click the Play button surrounded by looping arrows.

This is a great way to add subtitles for anyone who isn’t a super-speedy typer as it makes it easy to keep up with the person speaking in your video.

As you continue adding subtitles throughout your video, remember to adjust the duration of each caption to make sure you don’t have a subtitle on-screen any longer than it needs to be. 

And just like that, you can make and add subtitles to your videos in Camtasia. 

When you’re done, you can go to Share and click on Export Captions. This will open the window for you to save your subtitles. It’s good practice to name it the same as your video. 

Finally, you might also want to spend some time learning about the different video file formats, as some (but not all) video file types can store subtitles as well as visual and audio data. 

Automatically add subtitles

Note: The second way that you can add subtitles inside Camtasia is only available on the Windows version. 

Over here in Camtasia’s side tab, go to More, then Captions.

Add captions to a video with Camtasia

This brings up this big open window on the left and you can either import your script if it’s already written out, or click Add Captions.

How to add captions and subtitles to a video with Camtasia

Once you’ve done that, stretch the Caption track as far as the audio goes on the timeline, and click in the text box.

Add subtitles and captions to a video with Camtasia

If you already have a script, you can simply paste it right into this window.

Learn how to create subtitles automatically with Camtasia

To modify subtitles choose Sync Captions, this will allow the video to play as you tell it what words are said in the video.

Synchronise captions and subtitles to your video with Camtasia

If you already have a written script, this is a great way to add subtitles, and one that can save you a ton of time.

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Option 3: Add subtitles to a video with YouTube

One of the most obvious ways to add subtitles involves using the world’s largest video platform — YouTube! 

Once you make a YouTube video, upload your video file and head over to the YouTube studio editor. From there you can go to the subtitles panel and choose to add new subtitles or closed captions. 

For this example, we’ve already added two different languages but now we’re going to look at adding English subtitles as well.

Add and manage subtitles to a video

To add English subtitles (or subtitles for any supported language), you can either search for English in the language search bar or make a selection from the dropdown menu.

Choose the subtitles language of a video

The first option, ‘Upload a file’ allows you to add premade subtitles by uploading an SRT file or subtitle file. Then the ‘Transcribe and auto-sync’ option allows you to manually add your subtitles by typing along as your subject speaks.

Finally, the ‘Create new subtitles or CC’ allows you to see YouTube’s auto-transcription and edit what they’ve already done.

How to add subtitles to a youtube video

If you’ve already created a subtitle file, click ‘Upload a file’.

Add subtitles to a youtube video

Once you’ve chosen and uploaded your file, you might notice that Youtube has already auto-transcribed your subtitles in the background. While YouTube’s transcription is usually pretty close, it’s better to use your own in order to guarantee their accuracy. 

Learn how to add subtitles to a video with youtube and check their accuracy

And if you want to edit it you can go through and click on any one of them to make changes. 

It’s that simple. 

If you choose to use YouTube’s auto transcription it’s very simple to go in and make any edits you need to once it’s finished.

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Captions vs subtitles, what’s the difference?

While the terms “subtitles” and “captions” are often used interchangeably, there are some differences.

What are video captions?

Captions convey dialogue and/or narration plus any other audio effects that may be present in a video.

This includes when (and what type of) music is playing and any background noises such as loud crashes, cars honking, or dogs barking that may be integral to understanding what’s happening on the screen.

In fact, to meet accessibility standards, captions must include those elements.

Use Camtasia to add subtitles to your videos

One of the most widely-known uses for captions — closed captioning — is a way for people who are deaf or hard of hearing to be able to access and understand the audio portions of a video.

What are video subtitles?

Subtitles convey only the dialogue or narration happening in a video.

Subtitles used for translating one language to another would likely also include translations of any foreign language text shown on the screen.

What are video subtitles

Benefits of adding subtitles and captions to your videos

While there are many advantages of adding subtitles to your videos, one of the greatest benefits is how it makes your content accessible to a larger and more diverse audience. 

For example, for people with impaired hearing, subtitles ensure they can understand and enjoy your video content. Even for those who aren’t hearing impaired, subtitles can significantly improve comprehension, which is especially true when there’s background noise in the recording.

Another benefit of adding subtitles is that they can boost your video’s SEO. Search engines rely on metadata when trying to understand the content of a video, this includes titles, descriptions, and — you guessed it — subtitles. By adding subtitles, you’re providing search engines with more information, which increases the likelihood of your video ranking higher in search results.

Subtitles can also help to increase engagement with your video. In noisy environments or public places, viewers might be unable to turn up the volume of their device to hear the video’s audio. However, with subtitles, they can easily follow and engage with your content, no matter where they are.

If you found this guide helpful, you might also enjoy learning how to record the perfect live streaming video, how to fix blurry video, and how to make a video template.

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What type of videos need subtitles?

The way people consume media has changed a lot and it’s important not to make any assumptions about who your audience are, where they are, or the device they’re using. For every video you create, there is always a chance that it will be viewed on desktop computers and handheld devices, in home offices, cafes, and on public transport. 

As you can’t predict where you’re audience will be watching from or what device they’ll be using, you need to prepare for all possibilities, and adding subtitles to all your videos is one of the best ways to do exactly that. 

By ensuring your videos can be enjoyed by everyone, you’ll be increasing the chances of your content being both discovered and engaged with. 

Subtitles for social media

On many social media platforms, including Facebook and Instagram, videos will — by default — play without any sound. Many users will even watch a social media video without turning up the volume on their device. As such, having subtitles on your video is essential to capturing a viewer’s attention and ensuring your content is accessible. 

Subtitles can also be translated into different languages and help non-native speakers better understand your video and digest the information you’re trying to convey. 

As a side note, you might also want to learn how to rotate a video before uploading it to social media, as some platforms will only play video content vertically. 

Subtitles for education

Subtitles are equally important when it comes to creating educational videos. By making it easier to follow and understand what’s happening on screen, reinforcing key concepts, and improving knowledge retention, subtitles can enrich a pupil’s learning experience

Furthermore, students who might struggle to follow spoken lectures can read along with the text, ensuring that they don’t miss any important information. Subtitles can also be translated into different languages, making educational videos more inclusive and accessible for international students.

Subtitles for business

Subtitles in business videos can increase engagement and retention among employees and customers, making the content more memorable and impactful. Whether it’s a video for internal communication or technical communication, including subtitles in your business videos will ensure your message is accessible to everyone, no matter where they are, or what device they’re watching on. 

Subtitles can also help reinforce key points and ideas, making it more likely that the information will be remembered and acted on. Adding subtitles to business videos is a simple and effective way to ensure that messages are communicated clearly and effectively to all audiences across a range of formats and platforms.

Add subtitles to videos, FAQs

How to add subtitles to a video on iPhone?

With TechSmith’s Capture app, available in the App Store, you can easily record your iPhone screen and import media from Photos. From there, your videos can be quickly transferred to Camtasia to add subtitles.

How to add subtitles to a video in iMovie?

iMovie doesn’t have a straightforward function to add subtitles to a video, but you can use “Titles” to function as subtitles. To do this, to the “Titles”, choose a title you like and drag it to where it needs to appear in the Timeline Viewer. You’ll need to write and synchronize each subtitle manually, but iMovie does let you adjust the font, size, color, and position.

How to add subtitles to a video in VLC?

The easiest way to add subtitles to a video in VLC is to go to the “Subtitles” menu and choose “Add Subtitle File”. You can then select your subtitle file and adjust the subtitle delay and synchronization as needed.

Can you create video subtitles automatically?

Yes! Here’s how to add subtitles to a video automatically with Camtasia. Simply use the “Speech-to-Text” function (currently only available on Windows), which generates subtitles by transcribing the audio in your video. Once the subtitles have been created, you can edit and customize them as needed.

How to add subtitles to a video premiere pro?

To add subtitles to a video in Premiere Pro, you can use the “Captions” feature and create a new caption track. You can then input and customize your subtitles, adjusting the font, size, color, and position as desired.

Ryan Knott

Ryan Knott is a Marketing Content Strategist at TechSmith, where he creates content about easy, effective, and efficient video creation, editing, and tips and tricks, as well as audio editing for creators of all kinds. He/him.

The Beginner’s Guide to Customer Education

Customer education content, the guide

Regardless of whether you operate in a B2B, B2C, or B2XYZ environment, your customers have more choices — and higher expectations— than ever before. This is particularly true in the world of digital technology, a rapidly evolving sector that has fewer barriers holding back new players in an already saturated market. 

Now, we’re all for competition. It’s a good conduit for innovation and provides customers with an abundance of choices when searching for a product to meet specific needs. But when your customers are always on the lookout for the best technology with the most features at the best price, how do you stand out? 

It’s more important than ever to prioritize the customer experience. One wrong move and your customers may quickly turn to your competitors. That’s why the customer experience needs to be at the heart of everything you do.

We believe that customer experience is one of the last true competitive moats for digital technology companies and one of the most reliable ways to develop a defensible brand. 

This is where customer educational content — the cornerstone of a superior customer experience — comes in. By providing easily accessible and effective ways for your customers to learn your product, you’ll not only help them make the most of your products and services, but also improve customer retention

In this Beginner’s Guide to Customer Education, we’ll explore the importance of customer education and how it can help you enhance the customer experience, build brand loyalty, and drive business growth.

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What is customer education?

Customer education (sometimes called customer onboarding or customer training) is the process of providing customers with the knowledge and skills needed to use your products or services effectively and efficiently. In other words, if you want your customers to enjoy your product, you need to ensure they know how to use it. 

When most people think of customer education they often think of resources such as user manuals and FAQ pages on websites. But some of the most effective types of customer education includesvideos, webinars, and even online courses. 

Effective resources provide value to customers by teaching them how to get the most out of your product or service — essentially helping them to succeed. This success leads to increased customer satisfaction, which in turn bolsters their loyalty and ultimately drives business growth.

One of the key benefits of customer education is that it helps companies onboard, train, and retain new and existing customers. When your customers are more successful with your products, they’re more likely to keep using them,reducing churn rates, improving customer retention, and increasing lifetime value (LTV).

Overall, investing in customer education is a smart strategy (probably the smartest!) for businesses looking to improve the customer experience, build customer loyalty, and drive business growth.

Think of customer education content as empowering

What type of content is educational?

Educational content is any type of content that is specifically designed to help people learn something or acquire new skills or knowledge — it’s pretty self-explanatory, right? 

The best and most effective educational content is informational, inspiring, and entertaining. Ensuring the content is well-crafted (and not dull!) will help keep customers focused throughout the learning process. 

As promised, here’s a list of some of the different types of educational content you might consider creating for your customers:

  • Video: You can build a stronger connection with your audience by hosting webinars and creating educational videos that guide them through processes, step-by-step.
  • Tutorials: If you learn how to make video tutorials, you can share your expertise via recorded screen captures that provide clear instructions for completing complex tasks.
  • Email: Turn inboxes into a source of inspiration with educational blog posts, ebooks, and podcasts that capture your audience’s attention and help them learn something new.
  • Case Studies: Share case studies, and customer story videos, that show people who have successfully solved problems thanks to your product.
  • Learning Center: An online academy offers a learning experience featuring all of the materials mentioned above. Having an entire customer education platform, such as an academy, can be essential to delivering a seamless and effective educational experience.

Once you understand the different types of resources and customer education solutions, it’s worth considering how much education your customers need to successfully use your product…

Who should use customer education?

Not all products and services are complicated enough to warrant investing in a customer education program. For instance, you don’t need a user manual to know how to use a light switch!  However, if you do have a complex product or service that’s often being updated, customer education initiatives can be great for keeping your users in the know. 

On the other hand, if you have a particularly large customer base, a formalized customer education program can provide consistent and scalable training to ensure all customers get the training and support they need. 

You should also keep in mind that customer education isn’t just for your existing customers. Instead, it’s a process that follows the entire customer lifecycle, starting at the prospecting stage. 

While it’s important to remember that customer education is quite different from marketing, educating potential customers on industry best practices, innovation, and how your product fits into the market, can be a fantastic way to engage them.

Once a prospect becomes a customer, the focus shifts to onboarding, which is when the purpose of educational content is to help them become “power users” of your product. Forward-thinking companies even use education initiatives to predict and prevent customer turnover.

But even then, the most successful customer education initiatives don’t stop with people buying from you. To truly educate your entire customer ecosystem, you need to consider educating your partners and customer-facing employees. This help will achieve broader business goals like improvements in customer retention, product utilization, and revenue.

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Benefits of customer education

Educational content for your customers may be all the rage, but can your bottom line really benefit from all the time and effort that goes into creating it? We know full well that getting the support of management relies on being able to prove the business value to decision-makers…

While you might be trying to get approval for your business to start producing educational content, there’s probably someone out there trying to convince their leadership to invest in your product.

Creating effective customer education content

Creating educational content may be an ongoing process that requires a good deal of time and resources, but it’s great for providing value to your current customers, and proving value to your prospects. 

But that’s not all as there are plenty of people that could benefit from your educational content beyond those you’re trying to sell to. With that in mind, let’s take a closer look at some of the ways businesses can benefit from creating educational content.

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Higher customer success

Knowledge is at the very core of customer satisfaction. Imagine if people didn’t know how to use a light switch and they were left sitting in the dark thinking: “What a waste of money!” Well, this applies to almost every business — especially those with complex products. 

If your customers don’t know how to use your product, and have no way of learning, then they probably won’t be customers for very long. By providing customers with the information and skills they need to get the most out of your product, educational content can be a powerful tool for boosting customer success. 

Video tutorials, online courses, step-by-step instructions, and other forms of educational content can help users learn how to use your product more effectively and efficiently. This can help reduce frustration and increase satisfaction, leading to long-term customer retention.

Higher customer success thanks to education platforms

Higher product adoption and engagement

Generally speaking, people have a tendency to stick to what they know, and adapting to a new product or service isn’t something everyone is willing to devote time and effort to. This is particularly true if someone is left to figure out how to use something themselves, without any educational resources. 

However, it’s important to avoid overwhelming your customers with lots of detailed instructions, especially with any material that’s intended to be an introduction to your product. 

The key to increasing adoption and engagement is to start with a high-level overview of your product and what it can do. By demonstrating the value your product offers, your customers will understand how it can benefit them, which will motivate them to learn about it and how to make the most of it. 

Once you’ve captured their attention, you can dive deeper into the features and functionalities of your product or service. This might include offering step-by-step guidance and providing examples of how other customers have used your product to solve problems. This approach helps customers feel more confident in their ability to use your product, leading to increased adoption and engagement.

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Better sales-marketing relationships

While everyone is working toward the same end goal, it often seems as though there’s a kind of sibling rivalry between sales and marketing departments. Friction between teams often boils down to miscommunication and having different ideas about who the customer is, what they need, and how they should be engaged. 

Customer educational content can help encourage better sales-marketing relationships by creating a shared understanding of the customer. When marketing and sales teams collaborate on creating educational content, they’re forced to align on the customer’s needs, pain points, and desired outcomes. 

This alignment leads to a more comprehensive understanding of the customer’s journey and allows both teams to create targeted and effective content. By working together on creating educational content, the marketing and sales teams can bridge any communication gaps and build a more collaborative relationship.

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Everyone gets the same information

By creating a comprehensive program, companies can provide a consistent onboarding experience to each customer. It ensures that every customer has access to the same information, regardless of who they speak to or when they’re brought on board

This consistency is vital to ensure a positive customer experience. Customers want to feel like they are getting a personalized service, but they also want to know that everyone is being treated equally. With a customer education program, companies can strike the right balance between personalization and consistency, providing each customer with the same foundational knowledge.

Customer support becomes more cost-effective

While it’s true that effective educational content requires a considerable investment in resources, it’s also true that it can save your business a lot of time and money once it’s made available to customers. 

Once it’s live, educational content enables customers to find the information they need without needing support. On the one hand, this means your support team will have more time to focus on dealing with separate issues. On the other, it might mean you don’t need as big a support team.

Another benefit of customer educational content is that it can help to improve customer satisfaction. When customers are able to find the information they need quickly and easily, they are more likely to be satisfied with your product or service. This can lead to fewer complaints, fewer negative reviews, and an overall better reputation for your business.

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What to include in a customer education program?

When developing a customer education program, it’s important to consider your customers’ needs, identify knowledge gaps, and create relevant content to address every question they could possibly have — yeah, it’s a big job! 

You also need to determine the best way to deliver and present the information to your customers. For example, you might choose to use instructional videos, webinars, online courses, or a combination of all three.

There’s no one-size fits all approach, but there are some components that all customer education programs should include, such as: 

Self-service help

Providing customers with the resources they need to solve their own problems saves time and resources for both the customer and the company. But more importantly, it enhances their experience of learning how to use your product.

A knowledge base, an FAQs webpage, video tutorials, and archived webinars all fall under the umbrella of self-service content. And because these can all be made available 24/7, customers based in different timezones all stand to benefit. This can prove to be an efficient and satisfying way to provide customers with quick resolutions to their problems. 

Including self-service help also encourages customer engagement with the product or service. By providing customers with the resources they need to succeed, they’ll be more likely to continue using the product, which will lead to increased retention rates and positive referrals.

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Knowledge base

Having a one-stop shop full of information about how to use your product or service is a great way to provide your customers with all the information they need. 

Depending on your product, budget, and customer base, a knowledge base could be something as simple as a comprehensive FAQ page on your website. Or, it could be an extensive resource library, filled with videos, guides, and user manuals. Either way, a knowledge bank provides your users with a self-serve option for product-related questions, allowing them to find the information they need quickly and easily.

When creating a knowledge base, it’s incredibly important to approach it from the customer’s point of view. This means organizing the information in a way that’s easy to navigate, and replacing jargon with language they’ll be familiar with. 

While the primary purpose of a knowledge base is to serve your customers, it can also be very useful in identifying the product functions that your users might be struggling with. By tracking how customers use your knowledge base, you’ll be able to find out if there’s anything about your product that they’re struggling to use. 

With this data, you can work on improving your educational content and address areas where users may need additional support. 

Webinars

Live webinars are becoming increasingly popular as a tool for customer education. They can create an emotional connection with customers and are particularly effective when information and processes are frequently updated.

What’s great about webinars is that they’re relatively cheap and easy to run — making them ideal for new customer education teams. They are also great for getting instant feedback and gauging where users might need more support and insight. 

However, for all the benefits of hosting a live webinar, it can be easy to get trapped in an endless cycle of scheduling them — especially if your audience is stretched across multiple timezones.

While you can always record your webinars and share them online after the event, it isn’t quite as personal. But, it’s still a great way to repurpose content and share information.

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How to create a customer education strategy?

By educating customers at every stage through their journey, you’ll be empowering them to achieve success with the product, resulting in increased customer loyalty, retention, and advocacy. In other words, education can have a significant and measurable impact on the business, throughout the entire customer lifecycle.

In the early stages of the customer lifecycle, educational content can help potential customers understand the benefits of the product, leading to higher conversion rates. Once customers have purchased the product, onboarding education can help them get started quickly and ensure a smooth transition to regular usage.

As customers become more experienced with the product, continued education can help them unlock new features and use cases, leading to increased usage and a higher LTV. Furthermore, ongoing education can keep customers engaged and up-to-date with new features and updates.

Now that you know just how much value a customer education program can bring to a business, and you know what you need to include, you’re probably eager to create one for your business. But where do you start?  

In this section, we’ll take a look at some of the key steps to create your own customer educational content. 

Define your goals

Launching a customer education program is an exciting opportunity to boost the impact of a business. However, to ensure its success, it’s really important to align your program with the company’s strategic goals. 

The best place to start is probably by having a discussion with company leaders and decision-makers about metrics and key performance indicators (KPIs), such as customer acquisition and LTV. If you can get the big dogs interested in the program, it’ll be much easier to dedicate time and resources to making it a success. 

It’s also important to consider the strategic impact the program can have on the business as a whole. The key is to align it with company-level goals and set realistic targets every step of the way.

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You should also remember that the definition of success can vary across departments, which is why it’s important to consider how customer education can positively impact sales, marketing, and customer service. Each department will have different ways to measure success, so it’s vital to understand how customer education can help them reach their respective goals.

Allocate your budget

Setting a budget is an important step to ensure that you can deliver an effective customer education program (and a high-quality experience) with the resources you have at your disposal. First, you have to identify what you’ll need to make the program a success, which could include people, technology, content creation, and marketing.

Once you have a clear idea of what you need, consider the resources you already have. Are there any tools or personnel that could be borrowed from other departments? 

For instance, is there someone in the company who already knows how to create and edit videos? Is there an intern who could support you for a few hours to help with some of the more basic tasks? By borrowing resources from other teams, you can reduce the amount of funding needed to launch your program.

You should also remember that communication is key to securing funding. Make sure that executives and other stakeholders understand the benefits of investing in customer education and the potential return on investment.

To do this, you could host events and create marketing materials to generate a buzz around your program. By increasing visibility and momentum, you can get people across the business invested in your program, which might help you secure a few extra resources.

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Create the content

To create a successful customer education program, it’s important to identify the customer learning objectives that will drive the business outcomes that you and your stakeholders want to see. 

On the user experience side of things, using a combination of visual communication and interactive learning — such as videos, slideshows, infographics, and quizzes — is the best way to create a dynamic learning experience that people actually enjoy completing.

In fact, 83% of people prefer watching videos to accessing instructional or informational content via text or audio — so be sure to make video content a key part of your customer education program. 

Measure the results

If you thought that creating a customer education program stopped once you’ve created the content, well, we’ve got some news for you… it’s really just the beginning! 

Once your program is live, you’ll need to start measuring its performance — both in terms of quality and quantity. This isn’t just so that you can prove to the company that it’s working, it’s so you can adjust and optimize the program. 

This means that as well as keeping the door open for feedback, you need to put out a welcome mat and listen to everything that everyone has to say. You might consider sending out surveys, directly asking for feedback, and even conducting short interviews with the people that have used your content. 

This is the only way you’ll be able to optimize your educational content, and improving it over time is the ultimate key to a successful program. If you think it sounds like a lot of hard work and consistent effort, you’d be right — but it’s well worth the investment.

Customer education best practices

So, we now know that a great customer education program is an essential part of your business strategy, but how can you ensure that your program remains successful and sustainable over the long term?

In this section, we’ll take a closer look at some of the best practices of creating customer education content, to help provide your clientele with the knowledge and skills they need to succeed. 

Create bite-sized content

It’s always worth keeping your customer educational content as short and sweet as possible. Rather than trying to cram lots of information into one piece of content, “micro-learning” can be a much more effective (and enjoyable) way for people to learn. 

Micro-learning is an approach to teaching that concentrates on delivering short lessons that are focused on very specific objectives. By breaking down long lessons into small and digestible chunks, micro-learning makes it easier for on-the-go learners to fit training into their busy schedules. 

However, the effectiveness of micro-learning depends on how well it’s executed. To ensure learners stay engaged, it’s crucial to increase the frequency of interactions and reinforce the content with quizzes or questions. Encouraging learners to complete the lessons in this way can also help build momentum and keep them interested.

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Use a lot of visuals

We’ve said it before, we’ll say it again and we’ll keep on saying it: visual communication matters! When learners see information presented visually, they can process it, understand it, and most importantly, retain it. 

We all know that reading long paragraphs of text can be overwhelming, tedious, and even boring, so it should come as no surprise that too many words will lead to most learners losing interest in the content. 

However, by incorporating visuals in your user documentation, such as videos, images, diagrams, infographics, and even GIFs, you can break down complex concepts and keep your audience engaged.

By ensuring your content is as engaging as can be, you’ll be able to keep learners interested and motivated to keep learning, which will improve the effectiveness of your education program.

Make training feel personal

As well as regularly using visuals throughout your educational content, the best way to engage your audience is to make it feel personal.

Even the smallest of personal touches, such as using names on the welcome screen, can go a long way in creating an effective learning experience for your customers. Of course, the more tailored this content is, the better!

Make content mobile-friendly

It’s impossible to predict where and when people will find time to digest your content or the device they’ll be using. As the world becomes increasingly mobile, it’s super important to ensure that your education program is accessible across a range of devices. 

This means optimizing your content for mobile devices and ensuring it can be easily consumed on the go and in public spaces. The micro-learning approach we mentioned earlier is perfect for this as people much prefer consuming short-form content — such as 2–5 minute modules and videos — on their phones. 

For text-based material, be sure to keep the language simple and the format easy to digest — that means short paragraphs and lots of bullet points!

Ryan Knott

Ryan Knott is a Marketing Content Strategist at TechSmith, where he creates content about easy, effective, and efficient video creation, editing, and tips and tricks, as well as audio editing for creators of all kinds. He/him.

The Ultimate Guide to Easily Make Instructional Videos

The Ultimate Guide to Easily Make Instructional Videos

Instructional videos are a powerful tool for anyone looking to teach colleagues, employees, and students. Whether you’re an employer, an educator, or a content creator, videos are an effective way to engage your audience and deliver information in a way that’s easy to follow along and understand.

After all, this TechSmith survey found that 98% of people who use video at work say it improves the effectiveness of their message.

While it’ll come as no surprise that instructional videos are a great way to teach people to do things like how to make a Youtube video, they can also help people learn completely new skills like video editing

However, instructional videos can be used for more than just educating viewers, as videos can also help you grow your business. By providing educational content to potential customers, businesses can establish themselves as industry leaders and earn the trust of their audience. Moreover, having video content on your website can work to increase traffic to your site and boost social media engagement. 

With such a wide range of uses and benefits, it’s no wonder that video content is the number one way people prefer to share knowledge and learn new skills. In fact, research shows that people prefer to consult video content when looking for answers to specific questions. Additionally:

83% of respondents prefer watching video to accessing informational or instructional content via text or audio
New Research | Video Statistics, Habits, and Trends You Need to Know

In this guide, we’ll discuss why video is important, what makes a good instructional video, and show you how to create different types of helpful videos — from explainer videos to video demonstrations — in ways that will captivate your audience. 

By reading this guide, you’ll also learn: 

  • The most popular types of instructional videos
  • Common mistakes people make when creating instructional videos
  • The best software for making instructional videos
  • The best way to make instructional videos in 7 steps
  • The actual cost of making tutorial, training, and explainer videos
What is an instructional video? Any video that demonstrates a process, transfers knowledge, explains a concept, or shows someone how to do something

What is an instructional video?

In a nutshell, instructional videos are visual tools that teach viewers how to do something, or explain a subject, process, or concept. 

The best instructional videos are designed to be engaging and visually appealing through the use of visual effects, text, and audio. An instructional video might also feature a number of animations, graphics, and on-screen annotations to highlight key points and make the information more focused and digestible.

Of course, the benefits of instructional videos aren’t solely for the viewers as they’re actually really easy (and pretty fun) to make. Once you start creating your own instructional videos, you might also find that they can help simplify your concepts, ideas, and processes while making both the teaching and learning process much more personal.

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The most common types of instructional videos

The great thing about instructional videos is that there is no limit to the topics they can cover. For example, an instructional video could be a product demonstration, a how-to guide, a software tutorial, or a safety procedure – the possibilities are endless! 

So let’s take a closer look at some of the most common types of instructional videos.

Microvideos

Microvideos are brief and concentrated instructional videos that center on teaching a specific and narrow topic without going into too much depth. 

The term “microvideo” is really just a fancy word for “short video.” They’re designed to be super-concise and are typically less than one minute long. As with many types of video content, microvideos can either be highly polished or very informal, depending on their purpose and audience.

Plus, microvideoscan deliver a targeted message without an overwhelming amount of information. By focusing on one particular topic, microvideos help viewers quickly learn a new skill or gain knowledge on a specific subject. 

When to use a microvideo?

You might use a microvideo whenever you need to teach or explain a simple concept in a few steps. For example, a microvideo could be perfect for explaining how to use a new software feature. On the other hand, more complex concepts could be broken down into several logical steps with a series of microvideos for each one. 

Some instructors shy away from long-form videos as many argue that microvideos offer the same outcomes, but with better audience engagement. This strategy also allows for more control over the pace of learning and makes the content easier to consume.

While microvideos are most often used to teach a skill, they can be used to share knowledge or information or teach soft skills.

If you’re working on an online course, you might also want to check out the 8 Surprising Ways to Use Microlearning Activities in Your Online Training Course.

Tutorial videos

Usually between two and 10 minutes long, tutorial videos (sometimes referred to as “how-to” videos are the go-to instructional method for teaching a process or giving step-by-step instructions.

Unlike microvideos, tutorial videos typically explain more complex processes and will often give direct instructions and follow-along guidance. Sometimes, what makes the best tutorial videos are interactive elements, such as quizzes, which help captivate the viewer’s attention. 

As with all video content, understanding its purpose and the people who will be viewing it is key to knowing how polished it needs to be. 

For example, if you’re making a tutorial video for an audience outside of your organization, such as customers or clients, you’ll probably want to make sure it has a little more professional polish. On the other hand, if it’s a tutorial video for staff training or internal communication then it can be as formal or informal as you need it to be.

When to use a tutorial video?

Like microvideos, tutorial videos can teach just about anything and there aren’t any rules for deciding how or when to use them. Essentially, if there’s ever a time that you need to teach a process or share valuable information on how to improve a skill, a tutorial video will always be useful.  

Training videos

Training videos are a more specific type of instructional video to those that we’ve covered so far. They are a powerful tool for improving employees’ workplace skills and addressing interpersonal topics that are important for maintaining a healthy work environment.

While there are some clear similarities to tutorial videos, training videos are more focused on improving job-specific skills and covering work-related topics such as compliance and health & safety training. 

Training videos are also more likely to use footage of real people, which could be used to create examples of real-life situations. This could also help the trainer connect with the trainees. However, as with most video content, there are no set rules and this isn’t a requirement for creating a training video. 

Visual aids such as animations and graphics can be just as useful for creating engaging and informative training videos. The most important thing to remember is that the best training videos will help businesses improve employee knowledge and performance while promoting a positive culture of learning and development.

When to use a training video?

Employers, trainers, and HR teams might use training videos when onboarding new staff, introducing new processes or technology, and providing refresher training. 

However, businesses can use training videos to teach employees about any subject or process. This type of instructional video is used a lot in situations that lend themselves to live video, where the interpersonal connection can enhance knowledge retention.

Explainer videos

An explainer video is like a modern-day elevator pitch, and like an elevator pitch, the best ones are short (between 30 seconds and a few minutes). They’re also designed to quickly capture the viewer’s attention and simplify ideas, products, and services.

These videos are a popular way for businesses to introduce and explain complex (and sometimes even simple!) concepts in an entertaining and visually engaging format. While it’s not always necessary, some explainer videos will use a combination of animation, graphics, and voiceovers to help grab the viewer’s attention and convey information. 

One of the primary advantages of explainer videos is their ability to communicate information in a way that’s concise, engaging, and entertaining. By using a combination of storytelling, animation, and visuals, explainer videos can help to establish a clear and memorable message that resonates with viewers. 

Additionally, explainer videos can be easily shared on social media platforms, making them a cost-effective and efficient way to reach large audiences.

When to use an explainer video?

On a fundamental level, businesses use explainer videos to introduce a new product or service to prospective customers to help them understand how it works and why it’s valuable. It’s a simple idea but once you’ve got a well-polished explainer video ready, there are many different ways it can be used and shared. 

For example, great explainer videos can double up as marketing material and be used across adverts and social media. Businesses might also feature their explainer videos on their website so that it’s the first thing prospective customers see when shopping online. 

Lectures or presentations

A recording of your lecture or presentation is an effective way to expand the reach of your content and offer viewers the flexibility to learn at their own pace. 

With the added ability to revisit sections they may have missed or didn’t fully understand the first time, viewers can pause, rewind, or fast-forward as needed. By providing this level of flexibility, you can ensure that your instructional content is more accessible while encouraging a deeper understanding of the material.

This type of instructional video also doesn’t need to be complicated to create. You could, for example, create a simple visual and audio presentation featuring just your slides and your voice. Or, for something more professional, you could set up a camera (or cameras if you plan on recording your own TedTalk!) to complement your presentation.

When to use a lecture or presentation video?

There are a few reasons why you might want to record a lecture or presentation. First, you might want to make it available to a wider audience or be able to share it with people who couldn’t attend the live event. Second, you might want to review your content and presenting style at a later date.

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Screencasts

Screencasts are videos created primarily from screen recordings that aim to teach someone how to complete a task or share knowledge. For example, you could even create a screencast demonstrating how to make an instructional video with a screen recording! 

While screencasts aren’t a specific type of instructional video, they can be used to create all the videos mentioned in this article. Generally speaking, they’re usually quick, informal, and intended for smaller audiences than tutorial videos.

The beauty of screencasts is that they allow the instructor to quickly grab information from their screen to answer a question or clarify a concept. Because they can be produced so easily, with minimal production value, many screencasts tend to be considered “disposable” videos, serving a specific purpose for a short time.

But that’s not to say that screencasts can’t also provide long-lasting value. For instance, a well-crafted software tutorial screencast may prove to be useful for months (or even years!) and could be used to onboard new team members or educate customers.

When to use screencasts?

Screencasts are great for sharing quick instructions in an informal format. For example, if you know your audience is going to be small and the stakes are low, making a quick screencast is a great way to visually communicate an idea or help answer a question or solve a problem.

The best software for making instructional videos

With so many different software packages to choose from, finding the right tool to capture your screen and edit your videos can be a daunting and difficult task, especially if you’re new to creating instructional videos.

However, tools like TechSmith Camtasia are perfect for beginners and professionals alike as it’s easy to use and provides a range of advanced recording and editing tools. This makes Camtasia great for creating all types of instructional videos, as it’s easy to get to grips with. 

With Camtasia, you don’t need any advanced video editing skills, but if you do want to learn how to edit like a pro, we’ve got plenty of helpful tutorials to get you started. You can even download a free trial of Camtasia to start recording & editing and get a feel for the software. 

How to make an instructional video

If you’re wondering how to make an instructional video, there’s one thing you need to remember: Always have a video plan

As with any creative process, ensuring you have a well-thought-out plan for what you want to create and how you’re going to create it is crucial to making a successful instructional video

Taking the time to really think about the purpose of your video, your audience and the information you want to convey will help you get started, but let’s take a look at some of the other steps you should consider before recording your footage:

Step 1: Find the right software and equipment

Firstly, you’re going to want to make sure you have all the tools you need to actually record and edit your footage – this is an important step in making sure you’re happy with the final version of your instructional video.

Understanding your audience and the purpose of your video will help determine the hardware you need. For example, you can probably create a 30-second screencast with the built-in camera and microphone on your computer or laptop. However, if you’re going to film an hour-long presentation for hundreds of people, you might want to consider investing in more sophisticated recording equipment. 

When it comes to the software you use to edit your video, Camtasia is great for recording and editing both short and long-form video content.

Step 2: Determine and get to know your target audience

The more you understand your audience, their needs, and their interests, the better equipped you’ll be to create an instructional video that engages and captivates their attention. 

Things like age, interests, language, and even geographic location can all play a part in knowing how to best communicate with your audience. For example, an educational video about dinosaurs is going to be very different for a class of 10-year-olds than it would be if it was for a group of paleontology students. 

While it sounds obvious, you can always learn a little bit more about your audience. This is another important part of creating instructional videos that your audience not only learns from, but also enjoys watching.

You might also consider asking your audience questions to better understand what they need help with or are most interested to learn, as this can help you focus your content on the very topic they want to know more about. 

Step 3: Write a storyboard and script

Once you have a topic and know your audience, create a storyboard to outline and visualize what you plan to show.

Creating a storyboard ahead of time will help you make an instructional video that is clear, concise, and interesting to your audience. 

Some people get creative and draw detailed pictures, but you don’t have to be an artist. Your storyboard can be as simple as this:

Quick sketches and stick figures are perfectly fine for live video. If you’ll be recording your screen to demonstrate a process, use a series of simple screenshots to show what you plan to display with the narration.

After storyboarding is done, it’s time to write a script

Even a simple script will help you be more efficient, saving both yourself and your viewers time. Plus, you’ll also be far less likely to forget something.

It’s helpful to match your narration to what will be happening on screen during your video. If you were creating an instructional video about using the default calculator on a Mac, your script might look like this:

You don’t need to start with a blank page. Using a general script template can help you write a successful script in less than 10 minutes.

Step 4: Record your narration

With your script in hand, it’s time to record the narration. Camtasia comes with a built-in, easy-to-use voice recording feature that is a great option. Still, you can take your voiceover and narration recording to the next level with TechSmithAudiate.

Audiate transcribes your voice in real-time – as you record. This means you can edit your audio just as you edit the text in a document.

With Audiate, you don’t have to stare at a waveform all day to figure out exactly what you said and where. Audiate even automatically finds and deletes all of your “ums,” uhs,” and other hesitations for you.

Already have a voiceover recorded? Import it into Audiate, and the program will transcribe it for you. 

You can save your edited audio file and import it right into Camtasia. You can even export the edited text as a transcript or SRT file for captions.

Even if you’re comfortable using professional audio recording software like Adobe Audition, Audiate is the best (and easiest) way to record voiceovers.

Next, get your hands on the best microphone you can find. Even a middle-of-the-road mic (like the one connected to your headphones) will provide much better sound quality than the one built into your computer.

Step 5: Record your video

Depending on your instructional video’s topic, you might need to capture a recording of a process happening on your screen, demonstrate something in real life, or both.

Recording your screen for an instructional video

First, clean up your computer screen and close any unnecessary applications. Turn off notifications that might pop up before you start recording. Follow these directions to get a crisp, clear screen video.

Then, open the application you want to record and conduct a few practice walkthroughs of exactly what you want to show your viewers. This practice will help you get smooth cursor motions, and you’ll have less editing to do in the end. 

After a few run-throughs, open the Camtasia recorder and capture your screen just as you practiced. Remember, if you make a mistake, pause and start again from that point. You’ll be able to smooth things out when editing later on.

TIP: When you choose a screen capture or screencasting software, pick a tool with built-in recording, editing, and sharing features. It will save you time and let you do all of your work in one tool.

If you want a simple way to increase engagement and help viewers connect with your content, try adding a camera recording to your screencast. 

Recording an instructional video with a camera

There are a lot of similarities between recording your screen and creating a training video with a camera. You still need a plan, a script, and the right tools, but stepping in front of the camera brings new challenges.

Here are a few things to consider when creating an instructional video that includes camera video:

  • Don’t get overwhelmed by equipment. In the video above, we only used five tools: a tripod, smartphone, phone clip, a clean backdrop, and lights.
  • Make sure your recording space is well-lit. You’ll either want to record in an area with a lot of natural light or add some video lighting to your equipment list.
  • Place your camera on a tripod, and position it as close to your subject as possible while still getting everything you need in the shot. Being close to the subject will help you get the best possible audio when recording with a smartphone camera.

Step 6: Edit your video

Most people feel like they need to be a professional video editor to make a nice-looking video, but the truth is that you don’t need expensive editing tools or a lot of knowledge to get started.

In Camtasia, you can cut out mistakes by selecting them with the playhead, then clicking cut. To trim extra footage from the ends of your recording, drag the end of the clip in.

Add your audio narration to the timeline when you finish editing your video. You can use clip speed and extend frame to sync the audio and video in your project.

Here are some simple video editing tips to improve your instructional videos:

  • If you need more time explaining a concept, split the clip and use extend frame to freeze the video.
  • To speed up a boring part of your recording, add clip speed, then drag the handles to speed it up.
  • Add interactive elements like callouts, arrows, shapes, lower thirds, or sketch motions to highlight key points in your video.

Step 7: Add a video intro

Use a video intro to lead viewers into your content, but don’t get too crazy. Keep your opening simple and to the point. 

Viewers want to get to the substance of your video. They don’t care about anything other than what you promised to teach them.

A good intro clearly lays out the topic and quickly explains what viewers can expect to learn.

To create your own video intro in Camtasia, you will need to add some space at the beginning of your video. Hold the shift key on your keyboard and drag the playhead to the right.

Then, open the media bin and select the Library tab. From the “Motion Graphics – Intro Clips” folder, drag the intro you like onto the timeline.

Step 8: Promote your video

After you’ve spent all that time preparing, recording, and editing your video, you’re probably going to want to share it with the world – and you should! 

Posting your videos online, sharing them on social media, and sending them to your friends, family, and colleagues are all great ways to promote your instructional video. However, there are other ways to expand the reach of your videos and grow your audience.

Here’s a quick round-up of just some of the ways you can promote your instructional video: 

  • Create an engaging title, ideally one that’s optimized for search engines, and try adding relevant keywords to the video’s description.
  • Promote the video on your social media with links and short clips.
  • Share the video in forums related to your video’s topic, but be sure to explain why it’s relevant in your comment.
  • Share the video with your email list and give some insight as to what went on behind the scenes.
  • Include links to your new video in your past videos, both in the old video descriptions and on the videos themselves.
  • Embed the video on your website or blog and write a post that either summarizes or expands on the topic.
  • And finally, tell people about it! Sometimes the best way to promote your content is with some good old word-of-mouth, so share it with your friends and family, and encourage them to share it within their own circles.

By following these steps, you’ll be sure to maximize the reach of your video content. Who knows, your next video might become a viral sensation and people might start coming to you for the best instructional video examples.

Instructional video mistakes to avoid

While creating videos is, in many ways, easy and straightforward, it’s still possible to make mistakes. If you’ve read this far you should be more than ready to go and make your first instructional video, but you should also consider the most common mistakes people make so that you know how to avoid them. 

  • Focusing on equipment: Don’t get distracted or overwhelmed by fancy equipment if you’re just starting out. It’s much more important to master the basics and focus on developing your video creation skills.
  • Striving for perfection: While it can be hard to let go of your need to perfect every little detail, being a perfectionist can also cost you a lot of time and we believe it’s much better to release a video that’s engaging and creative than to spend an unnecessary amount of time on things most people probably won’t notice.
  • Targeting the wrong audience: Make sure you know your audience and create your video with them in mind.
  • Explaining steps too broadly: The point of an instructional video is to provide clear, concise, and specific instructions. So be sure to thoroughly explain each step and include visuals to make everything easier to understand. 

Now that you know the most common mistakes to avoid, you really are ready to start creating successful instructional videos.

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Making instructional videos, the FAQs

How long should instructional videos be?

If you’re wondering how long an instructional video should be, research from Techsmith found that viewers generally prefer shorter videos, between 1-6 minutes long. However, longer videos of up to 20 minutes may be more effective for certain topics and audiences.

What is the best software for making video tutorials?

TechSmith Camtasia is a user-friendly screen capture and video editing tool that offers a range of features to help you create high-quality tutorial videos, from simple demos to more complex projects. With Camtasia, you can easily create and edit your videos with a variety of tools and effects, making it a great choice for both beginners and experienced content creators.

What equipment do I need to make instructional videos?

You don’t need professional equipment to create a professional-looking and effective instructional video. All you really need to get started is a computer, a camera, and a microphone – in fact, the webcam and microphone built-in to your computer will usually be good enough for most instructional videos.

What Are the Costs of Creating Instructional Videos?

The costs of creating instructional videos can vary widely depending on the equipment and software you use. However, it is possible to create high-quality instructional videos on a budget — or even for free! — by using basic equipment and affordable software, such as Camtasia.

Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.

How to Make Great Training Videos

How to Make Great Training Videos

Video is one of the most popular ways to deliver and consume content. That’s not changing anytime soon. And training videos are one of the best ways to share knowledge or information.

Facebook, Twitter, and YouTube all encourage people to watch and share short, informal videos. And your customers are looking for videos to solve their problems more than ever before.

If fact, according to a Pew Research study, 87% of users said that YouTube is important for helping them figure out how to do things they haven’t done before.

TechSmith’s own research shows that people increasingly turn to video for their own learning needs. In 2018, 55% of people surveyed reported watching two or more informational or instructional videos. That’s up from 45% in 2016 and 28% in 2013.

So, it’s no secret that video is important. And this makes customers particularly receptive to video as they try to learn your product or service. That means trainers, instructional designers, and anyone else tasked with training customers should be creating instructional videos as part of their customer education program.

graph of training video watching frequency

Here’s what you’ll learn in this guide:

  • What is a training video?
  • Why make a training video?
  • What makes a great training video?
  • What are the different types of training videos?
  • How to make a training video?
 

What is a training video?

A training video is a type of video content that is used to teach individuals or groups a new skill or expand their understanding of a particular topic. These can be used in the corporate world to facilitate employee training, in the customer service world to educate customers about how to use a specific product, and in countless other scenarios as well.

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Why make a training video?

Training videos as a delivery system for learning and information sharing carry quite a few benefits.

Learning videos make it easier to retain information

Human beings retain content accompanied by imagery better than they retain audio content alone. This is likely because our brains process imagery 60 000 times faster than they do words.

While not exactly the same as retention, training videos can be recorded with a tool like Snagit and easily rewatched to help with repetition-based retention. That is, of course, not quite as simple as an in-person training experience. 

Learning videos have higher engagement

When asked how they would choose to learn something new, 73% indicated video as their model of choice. When people are presented with information in a way that they enjoy engaging with, it simply stands to reason that they will engage more often and more fully. 

Learning videos keep the training costs down

Especially for those who produce their own, training videos are far less expensive than traditional models of training. Looking at the corporate world specifically, in 2016, US companies spent an estimated $70.65 billion on training alone, while also losing 53.8 productivity hours during their onboarding/acclimation time.

While the benefit and necessity of training are clear, we can all admit – those numbers don’t sound ideal. Given that reducing the amount or quality of training provided carries a significant cost itself, the solution seems to lie in the reduction of employee time spent giving in-person training and maximizing productivity hours on both sides of the equation.

Replacing appropriate segments of face-to-face training with high-quality video training reduces the need for time spent without sacrificing the amount or quality of training that individuals receive – and all of this results in reduced training costs.

So much training, so little time

Coordinating schedules for employee training can be an intense and time-consuming activity on its own! Live training can require time to be booked with multiple individuals organization-wide, more or less on demand, and the busy schedules most of us keep make this a very difficult task to manage. 

By creating training videos for your employees you can make the most of each individual’s time throughout the process – your subject matter expert can be recorded at a time that is convenient for them, and narrators or other characters can be filmed based on their own schedules, and the learners, whether new or seasoned employees, can take the training at a time that works well within their schedules.

No more coordinating people across roles, locations, and time zones to all be at the same place at the same time means much more effective time use and buy-in to the training process. 

Slide decks get boring…fast

But they don’t have to! Slide decks are an excellent tool for presenting content-heavy training sessions and when used properly can significantly impact the retention of information. 

Slide decks are meant to incorporate bullet-point summation and visual media but what often happens is that the creator leans hard into the bullet points and gives little thought to how to use visual media to enhance their decks and therefore enhance the benefit to those learning from the deck. 

Creating a training video can help elevate the content that you would have included in a slide deck. The addition of effective images, video clips, and process-based screenshots taking the place of long bulleted lists can result in an engaging slide deck that, with easy-to-use tools like Snagit and Camtasia, can be screen recorded to create a reusable piece of video training. 

What makes a great training video?

All training videos are not created equal! So, how do you create a great training video? You make sure it is easy to understand, that it follows a logical structure, and that it is memorable. And don’t shy away from making updates as needed to maintain its relevancy. 

A great learning video identifies the learning outcomes

When creating a training video, one of the first steps should be to identify the learning outcome you are striving for. What point do you really need to get across? What is the main message?

Once you’ve identified that be sure to maintain focus on that outcome. Be sure that every piece of information presented is supporting the chosen outcome. Adding in too much information or irrelevant contextualization can confuse the message and likely reduce engagement.

A great training video maintains focus and attention on specific learning outcomes and ensures that the entirety of its content supports the goal at hand. 

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A great learning video is tailored to the needs of the audience

Understanding the needs of your audience and accommodating them is a key factor in creating a great training video. 

The first step here is, of course, becoming familiar with your audience. Don’t guess what their needs are – do some investigating and find out for sure. If, for instance, you need to create training videos related to a payroll process you may choose to provide basic details about how the payroll system works so that the learners understand the full context. 

That will likely be effective for learners who are not familiar with finance and HR but it could also create an instance where those in the finance and HR departments disengage with the training video as it won’t feel like it is “for” them. In this particular example, it may be beneficial to distribute a training video with those “basic details” removed to the departments that don’t need them. 

It can be a good idea to consult with your team about how you can best meet the needs of the audience for which your video training is being created. They may have a helpful perspective on the audience and they can also help you tighten up the presentation!

A great learning video is in the right format

When you are creating training videos, it’s not just about what you say but how you say it. The format selected is a crucial factor in making an effective training video. Consider what the content in your training video will include and what the best way to present it is. 

Complex systems can often be presented well with 3D animation, while training on a topic that may require vulnerability may be better served with a “talking head” style video. 

A great learning video is not too short, not too long

Don’t buy into the “less is more” theory that says humanity’s short attention span dictates a need for short videos only. The most important variable in determining the length of your video is the content. Your content should always dictate the length of your training video. Cutting it off just to meet a shorter timeframe will feel disruptive and disengage your learners. Longer videos are very effective as long as they are segmented, and the subject matter is complex enough to warrant the length. 

The range in video length starts around 30 seconds and can increase exponentially but about 15 minutes is a fairly common length for a “long” video. 30 seconds to 1 minute can suffice for a trailer or a recipe tutorial while the training videos running 15 minutes and longer are usually pretty deep dives into some complex subject matter.

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What are the different types of training videos?

Training videos do not come in only one shape and size. There are many ways to create training videos and we’ve described them below. But we didn’t stop there! You’ll also find helpful tips about which types work best for what use cases. 

Presenter-Style Training Videos

What it is: Presenter-Style training videos typically feature a speaker on screen and incorporate a variety of other information-sharing techniques, like animation, graphics, etc. Sometimes the focus of the presenter-style video training is a demonstration, like in the case of orienting new staff around the use of a specific piece of equipment. This style of training video humanizes the content, making it more relatable and engaging, by using a person to convey the information. These are also referred to as “live-action” videos. 

Scenarios where it’s relevant: 

  • When your training video needs to facilitate an emotional connection 
  • For interview style training
  • When you are creating training videos that show a product demonstration 

Screencast Training Videos

What it is: Screencast Training Videos are screen recordings with audio narration added in overtop. These training videos can be recorded with a very low budget compared to other types of videos. 

Softwares like Camtasia and Snagit can make creating training videos in screencast style easy and seamless. You can get a free trial of Camtasia here and Snagit here – download them now and try your hand at this type of training video! 

Scenarios where it’s relevant:

  • Getting an employee introduced to a specific software
  • When there is minimal budget available
  • When you want to provide efficient answers to frequently asked process questions

Tutorials

What it is: A tutorial is often filmed with specific instructions and holds teaching something step-by-step as their top priority. These typically follow the main character through the actions they are describing but may also be filmed from the first-person point of view. Tutorials may also incorporate interactive elements like quizzes. 

Scenarios where it’s relevant:

  • When step-by-step instructions are needed
  • For a hands-on video training
  • When the combination of a presenter style and screencast style training videos will best serve your learners

Corporate training videos

What it is: This type of training video is typically used to explain very specific aspects of a workplace, like customer service, shifts and schedules, sexual harassment policies, and other similarly repeatable concepts.

Scenarios where it’s relevant:

  • When you need to familiarize new employees with a policy
  • For situations where an aspect of workplace norms has changed and employees need to be retrained en masse
  • When you want to train employees on office norms, policies and safety

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On-site training videos

What it is: Very similar to the presenter style video, this type of training video is used when there is a benefit to having a certain location shown. It incorporates a presenter, a narrator, and recordings from the location in question.

Scenarios where it’s relevant:

  • For virtual visits to factories, warehouses, or plants
  • When you want to show front-of-house staff the inner workings of a kitchen
  • For showing behind-the-scenes work

Motion Graphics Training Video

What it is: Motion Graphics Training videos use computer simulations or animations rather than human actors or presenters. These often come in handy to present scenarios that are too dangerous for real-life demonstration or require too high a budget to replicate realistically.

Scenarios where it’s relevant:

  • When you need to bring a light mood to heavy material
  • For showing hazardous situations in safety training
  • When budget does not allow for real-life replication of a scenario

Stock Footage Montage & Text-Based Training Videos

What it is: This type of training video is made primarily from purchased materials like stock footage, music, and custom graphics. 

Scenarios where it’s relevant:

  • When your budget doesn’t allow for a film crew 
  • For situations where anonymity is important
  • When the content for your training video is relatively generic

Interactive Training Videos 

What it is: Interactive video trainings are the cutting edge of training videos. They offer unique opportunities to create training courses for employees where they get to direct the path of the training video, and the educator can gain information about student progress through the learning exercise. 

This is a highly engaging type of video training where the learner becomes fully immersed and multiple different outcomes can be reached. The interactive components can include yes/no scenarios, or calculations among other things. 

Scenarios where it’s relevant:

  • When you want to incorporate virtual or augmented reality in your training program
  • When you want to be able to track a learner’s progress
  • For situations wherein active learning is favorable to passive learning 

Make amazing training videos with Camtasia!

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How to make a great training video?

Choose a topic for your training video

When you are looking at how to create a training video, selecting your topic is, of course, pretty high on the list of priority to-dos! What we know about consumer behavior is that genuine interest in the topic at hand is a key component in viewers continuing to watch a video after they have clicked on it. 

We also know that the primary cause of people losing interest and clicking away from a video is that they are not getting the information they thought they would. 

Clearly, choosing the right topic for your audience is an important part of making great training videos but where do you start?

You define and get to know your audience. You have to really understand their needs and what matters most to them. 

This market research should be completed in a way that makes sense for the size and location of the audience you are making the training video for. You could use an interview method if you are serving a small specific group, like your direct reports in a small business, or use a survey if your audience is larger. 

You could also peruse online spaces like Reddit, Quora, or Answer the Public to see what questions people are asking about your area of expertise.

Once you know what it is that your audience is looking for, you will need to choose a very specific piece of the topic to focus on for your online training video. If you can’t narrow it down specifically enough consider creating an online training course with multiple videos instead of one unfocused training video.

Choose a format and type of training video

Not that long ago we talked about types of training videos that you can use to create effective learning opportunities for your audience. This is the stage of the process where you will need to use that information!

Now that you know your topic, you can effectively decide what format will be most helpful in delivering your message.

Perhaps your training video will demonstrate a process step by step, using a seasoned employee as the main character. A tutorial format will best serve this purpose. 

If you have new software to demonstrate to your staff, creating a screencast-style training video could be your best choice. 

For a topic that, for best engagement and understanding, requires a bond to be created between teacher and student you might choose to create an online training video in the presenter format. 

Whichever format you choose, you will need to have the right tools available to you. Camtasia and Snagit are those tools. Each is incredibly powerful in its own right but together – they are a dream team. Snagit performs screen capture as you’ve never seen before. Grab segments of your window or perform a panoramic scrolling capture, then add the appropriate context.

Then you can export your work to Snagit’s amazing big brother Camtasia to perform any video or audio editing required. You can even add B roll footage from your own collection, or the stock selection that lives within the app itself.

If you have been wondering how to create training videos for your employees or maybe how to create a video course, you need to try Snagit and Camtasia and the great news is you can do just that for free! Grab your free trial of Snagit here, and Camtasia now.

Create an outline and a storyboard

You can find more information on this in our post about scripting training videos, but we’ll cover the basics for you here. 

Developing an outline as part of the process of creating your training video will help you to keep your employees’ attention, support engagement, and make sure you cover all of the important points required to provide proper training.

Jumping into filming without having an outline will create an employee training video that is confusing and does not concisely deliver its message. This has a severe negative impact on engagement and should be avoided. 

The outline for your employee training video will define its beginning, middle, and end.

You should map out your introductory details, the primary points you need to make about the topic of your training, and any concluding details, such as any calls to action or a summation of the main points you have made. 

Following the completion of your outline, a storyboard is the next step.

Developing a storyboard will help you incorporate the all-important visual aspects of your training video. You can sketch out the various scenes, or use screenshots of the material you will cover to create the storyboard. There is no need to agonize over the visual quality of the storyboard – it’s not going public!

This combination of an outline and storyboard will give you a good sense of exactly how your training video will look, as well as an idea of the anticipated length.

Film your training video

You’ve done it! You’ve made it through the preparation portion of creating a training video for your employees! 

Unless you are creating an animated training video, this is the time to begin filming your video.

Don’t worry too much about the tools you will use – you can make an excellent training video with just a ring light and your smartphone.

If you are creating a screencast-style video, beginning the recording process is as simple as navigating to the screen you will be sharing and clicking the red “record” button in the Snagit widget or opening up Camtasia. When you are using these tools you can select whether it captures your cursor or not so be sure to double-check that it is set to the option you want for your training video. 

A nice thing about the way Snagit works is that you can select only one portion of your screen for recording so if you want to have your notes, storyboard, or script visible on the same screen, you can do that without worry that it will be displayed to your viewers along with the process you are training them on. If you are recording the audio for your video simultaneously, or want to have your speaker shown in the training video while they present, Camtasia is the program to choose.

Make amazing training videos with Camtasia!

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Camtasia user interface

Edit your training video

With your recording complete, you can now move your training video into the editing process! While it may seem daunting, Techsmith’s suite of products actually makes the editing process simple and effective for even a complete novice.

Editing using a template can help to speed up your work and create consistency – this is especially helpful if you are creating multiple videos or even making a video course. Templates could include a standard intro and outro, or a lower third template you can use as the base for all of the main content. Using Camtasia for your editing gives you access to a massive library of templates all ready for you to customize and use. 

Adding annotations and text overlays is an effective way to make sure that the most important content in your employee training videos gets highlighted. This is helpful for both engagement and retention of the information you are providing. Using arrows and other shapes to call out items of particular importance or applying text on the screen to really drive home what the speaker is saying are great enhancements you can make through the editing process.

Engagement with training material is one thing that can help employees really get the most out of their training. You can help this along by adding unexpected or interesting components to your training video.

Animating images or text at a few spots in the video can help re-engage an employee who has transitioned to auto-pilot.

Including at least a few opportunities to see the person who is speaking can also help drive connection with the training video’s content and create a sense of familiarity and trust. You can collect footage for this easily by including your webcam in the original recording and then either including it in the duration of your finished product or just at specific times. Again – all of this magic is possible within Camtasia. Get your free trial now!

Any opportunity you have to add in an interactive detail can help you to create an engaging employee training video – it is becoming more and more of an expectation from viewers to have some part to play in their video learning experience. Quizzes, questions, or even simple instructions to move ahead to the next part of the training series can go a long way.

Don’t forget to offer your training video up for feedback at various times within this process as well – having a perspective and knowledge base different from your own can make a huge difference in the quality of your final product. 

Host and distribute your training video

It’s time to get this training video made public! Or at least available to the people who need to access it.

The first step here will simply be producing the video – rendering the files in your editing software into a usable file format like .mp4. This should be your default file type for your training videos unless there is a specific reason to use a different one – for example, if your hosting platform requires a particular file type.

Once you have the file, you will need to upload it to whichever hosting platform you have selected. For free hosting, consider Youtube or Vimeo. Both of these options are easily accessible and offer private or public videos. If, however, there is information contained in the training videos which is sensitive or confidential to your company, your best option might be an internal network, existing company knowledgebase, or a password-protected page on your website.

Create a training video FAQ

What is a training video?

An online training video, whether for employee training or customer training, is a video dedicated to educating viewers on a specific topic with the goal of teaching a skill or knowledge.

How do you make effective training videos?

The number one thing to do to create a high-quality training video is to make sure the content is relevant and relatable. Of course, things like visual effects, music, and other enhancements help, but if the video isn’t interesting and informative, your video will fail.

Where can I host a training video?

Hosting is how a video is made available to viewers. YouTube and Vimeo are examples of hosting sites, but there are a number of other ways to host your video content. It’s important to choose the one that works best for you.

Can I use YouTube for training videos?

If you want to make your video public, I would suggest making a YouTube video. YouTube is great for learning content. However, if you want it to be available only to people at your company you can host it on your company’s help desk, knowledge base, or website.

How do you create a training video?

You don’t need a lot of experience or video skills to easily create a training video. You just need a camera or screen recorder, a good microphone, and some video editing software.

Editor’s Note: This post was originally published in February 2018 and has been updated for accuracy and comprehensiveness.

Ryan Knott

Ryan Knott is a Marketing Content Strategist at TechSmith, where he creates content about easy, effective, and efficient video creation, editing, and tips and tricks, as well as audio editing for creators of all kinds. He/him.

How to Edit a Screenshot

Edit a screenshot

Did you know that human beings can make sense of a visual scene in less than one-tenth of a second?! 

You did? Well, in that case, it’ll come as no surprise that including images and screenshots throughout your content will make it easier for your audience to quickly understand the information you’re trying to convey – whether that’s on a slide deck or a Microsoft Word document.

So while some people might say a picture is worth a thousand words, we’d say that when you’re trying to efficiently present information that’s easy to understand, pictures are worth a lot more. (But, with cool tools like scrolling screenshots, you can literally capture 1,000 words in a single image!)

Now, with the world of modern digital technology constantly changing, anyone who uses screenshots regularly will know that they can quickly become outdated. Does that mean you have to discard and retake each one of your screenshots? Well, you could, but we have a better idea. 

Instead of spending lots of time retaking screenshots as and when you need them, you might find it easier and quicker just to update them. In other words, you simply need to know how to edit a screenshot.

In this article, we’ll take you through the basic steps of screenshot editing. So rather than asking yourself “How can I edit a screenshot?” the next time an image becomes outdated, you’ll rest assured that you can edit screenshots quickly and with ease.

Edit your screenshots – fast and easy!

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How to edit a screenshot? 

You’ll be glad to know that editing screenshots is a wonderfully simple task – it’s certainly easier than retaking them! So now, let’s take a close look at some of the steps of how to edit screenshots.

Choose a screenshot editing tool

First, you’ll need to choose a screenshot editing tool that best suits your needs. 

This might sound like the easiest step of editing screenshots, but the truth is, it could be one of the most difficult. Having to choose between the wide range of basic built-in tools and more advanced third-party software can be overwhelming. 

Whether you’re a technophobe or a tech pro, we’d recommend using a tool like Snagit, which is easy to use for beginners but comes packed with advanced tools for more discerning users. 

For the context of this article, we’re going to explore some of the ways in which you can edit screenshots with Snagit – though it’s worth noting that this is more than just a screenshot editor. 

Don’t worry if you don’t own Snagit yet. A 15-day free trial is available to new users, so you can still download it to follow along with the steps below and play around with its features to decide if it’s right for you.

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Update the UI in your screenshot

Snagit’s smart move tool allows you to move objects around in your screenshot, such as logos, icons, and other visual elements – even the placement of text! This is great for mocking up website redesigns

Alternatively, you can also resize visual aspects or delete them altogether. And don’t worry, this isn’t going to leave some strange blank space in your image, as Snagit will automatically fill in the background for you – because it is just that clever.  

To use the smart move tool, click on the move tool and toggle on Smart Move. Snagit will then analyze your screenshot to detect the objects in your image, including text. 

Now all you have to do is click and drag objects around the screen to move them or tap the delete key to get rid of them entirely. 

If your object doesn’t look completely crisp, you can always undo it with CTRL+ALT+DELETE (that’s CMD+Z on a Mac) and adjust the Detail slider slightly, and try it again.

 

Edit text in your screenshot

As well as being able to move text on a screenshot, with Snagit you can edit it too! In this step, we’re going to teach you how to edit text in a screenshot, which is useful if you have information written out in one language, such as English, but you need to send it to someone in Spanish. 

To make things even more challenging, let’s pretend for a moment that you also don’t have access to the original screenshot, just a JPG or PNG file. 

First, click on the Selection tool, stretch a square over the text you want to edit, right-hand click on the box, and select Edit Text. In just a couple of seconds, Snagit will create one or more editable text boxes that you can use to make changes to the words directly on the screenshot. We told you it was easy! 

Alternatively, if you need help with the translation part, you can use the Grab Text option to copy and paste the text into an email or message to someone who can translate it for you. Once you’ve got the translated text, you simply click the Edit Text button and paste the new version.

Text editing with Snagit

Hide sensitive information

Sometimes, you might need to share some of the information on a screenshot, without sharing all the information. For example, the image you need to send might include personal information about a customer that needs to be kept confidential. This is where the blur tool comes in handy

To use the blur tool in Snagit, simply click on it in the toolbar (you might have to click on More to see it). Then, drag a box over the content that you want to be blurred out. Snagit will even let you choose between different blurring effects. 

Screenshot edited to hide sensitive informations

Change the color of your screenshot

If you find yourself needing to make a particular part of your screenshot stand out, one easy way to add emphasis to an area is to update the background color.

To change the color in your screenshot, select the Fill tool and select one of the preset colors. Alternatively, you can use the eyedropper tool to select a color from anywhere on your screen.

Snagit fill tool to edit screenshot

If you find the fill tool changes too much or too little of your image, try experimenting with the tolerance slider.

How can I edit a screenshot

Why do you need to edit a screenshot? 

There are a whole bunch of reasons why someone might want to edit a screenshot, and too many to list here! 

That said, most reasons revolve around saving time and communicating in a clear and effective manner. For example, editing screenshots saves you from having to retake them when the information becomes out of date, while the visual aspect of a screenshot helps to clarify points certain points and provide additional context.

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It saves you time

Perhaps one of the most common reasons to edit a screenshot is the amount of time it can save you, time that might otherwise be wasted trying to capture the perfect screenshot. This is especially useful if you need to capture multiple screenshots for a project or presentation.

Of course, taking a basic screenshot isn’t that much of a hassle and doesn’t even take that much time. However, recreating the right scenario on your screen can be frustrating and time-consuming. This is where having the power to edit screenshots becomes useful, as it allows you to skip the process of setting up your screen. 

Improve the quality of your screenshots

Editing your screenshots can greatly enhance the quality and visual impact of your images. 

By using editing tools to adjust brightness, contrast, and color levels, you can make your screenshots more vibrant and appealing to the eye. Additionally, cropping and resizing your images can help you focus on specific details and eliminate distracting elements from the background.

Another benefit of editing your screenshots is the ability to add annotations and text overlays – also known as Callouts in Snagit. These can be particularly useful when creating tutorials and instructional materials, as they allow you to highlight key areas of the image and provide additional context or instructions. 

Ultimately, by taking the time to edit your screenshots, you can create more professional and effective visual aids that better communicate your message.

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Hide sensitive information

Editing your screenshots can be an effective way to keep sensitive or confidential information secure. With Snagit’s redaction tools, you can blur, pixelate, cover, and even remove certain areas of an image to avoid sharing sensitive data. This can be particularly useful in the healthcare, finance, and legal industries where client privacy is of the utmost importance.

However, you don’t have to be a lawyer to benefit from these tools. If you ever find yourself needing to share screenshots, either publically or with your peers, you might prefer to play it safe by protecting potentially sensitive information. Because why take the risk? 

Create document variants

Another awesome advantage of editing screenshots is how easy it is to create variations of the same document. With the ability to copy and edit specific text in a screenshot, you can quickly and easily create multiple versions of a document that contain similar information but are customized to different audiences. 

This is particularly useful in industries such as marketing and advertising, where multiple versions of a document are often needed for different audiences and demographics.

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Editing screenshots, the FAQs

How to edit a screenshot on Mac?

To edit a screenshot on a Mac with Snagit, open the image in the Snagit Editor. From there, you can use a variety of editing tools to crop, resize, add text or shapes, and blur out sensitive information. Once you’re done editing, you can save the final image as a file or share it directly with others.

How to edit a screenshot on Windows?

To edit a screenshot on Windows using Snagit, you can use the Snagit Capture window to capture and edit your image. Once you’ve taken a screenshot, it will automatically open in the Snagit Editor, where you can add annotations, text, shapes, effects, and more. Snagit also offers a variety of editing tools, such as blur, crop, and resize, to help you get your screenshot looking exactly how you want it to.

What is the best screenshot editing app?

The best screenshot editor is the one that best suits you and your needs. Tools like Snagit are great for beginners and pros alike, as it’s easy to learn how to use and offers a range of basic and advanced tools to suit every user.

Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.

How to Fight Meeting Fatigue [+ Meeting Detox Playbook]

Decorative image

As we continue to navigate the world of remote work, it’s become clear that one of the biggest challenges businesses and employees face is ‘meeting fatigue’. The number of virtual meetings people are expected to attend on a daily basis is leaving employees feeling overwhelmed and burnt out. 

This is, to some extent, a result of the dramatic shift in the way we work following the pandemic, a change that happened practically overnight. Remote work has risen significantly in recent years, and with it so has the number of virtual meetings. 

According to a TechSmith survey, respondents felt that only 3 out of 5 meetings they attended had any value. Talk about burn out!

While that’s not to say that people didn’t spend a lot of time in meetings before COVID, the medium in which many of those meetings are taking place has changed. Rather than running from one conference room to the next, people are scrambling for the right Zoom links. 

The apparent need for multiple people to come together and collaborate, discuss the progress of projects, and overcome obstacles remains the same. In fact, the number of meetings people attended every day increased as workplaces went completely remote during the peak of the pandemic, a trend that will likely continue as remote work rises. 

According to the “Future Workforce Pulse Report” by Upwork, 36.2 million Americans will be working remotely by 2025 — that’s a 90% increase from pre-pandemic levels and 22% of the entire American workforce.

This creates a new problem that organizations need to address as too many meetings can lead to burnout, reduced productivity, and decreased health and wellness among employees. That’s why it’s important to understand what meeting fatigue is, why it’s harmful, and most importantly, how to combat it. 

In this article, we’ll give you a step-by-step guide to replace meetings and help you fight meeting fatigue so you can be more productive and focused at work.

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What is meeting fatigue?

So what is virtual meeting fatigue’?…

When remote work became more common, many people saw it as a great opportunity to do their job with greater flexibility and find a better balance between their personal lives and work. However, as remote working grew in popularity, it brought with it a new set of challenges, including virtual meeting fatigue. 

With virtual meetings becoming the primary means of communication, many people started experiencing an increase in the number of meetings they were expected to attend every day. Then, COVID-19 hit and remote work became the new normal. 

This sudden shift intensified the issue of meeting fatigue, as people found themselves dealing with a whole new set of challenges, such as increased isolation, distractions at home, and blurred boundaries between work and personal time. As a result, many people started to feel overwhelmed and burned out from the constant stream of virtual meetings.

What meeting fatigue really is

Meeting fatigue — as well as ‘Zoom fatigue’ or ‘virtual fatigue’ — is the feeling of exhaustion and burnout that comes from attending in-person and virtual meetings for extended periods of time. It’s the result of the constant mental and emotional strain that comes from being “on” for hours on end, which can be exacerbated by the physical toll of consistently staring at a screen.

Think about it: when you’re in a virtual meeting, you’re expected to maintain focus, pay attention to what’s being said, and actively participate in the conversation. This can be especially challenging if you’re not in the same room as the other attendees, as it can be harder to read body language and gauge social cues. 

Furthermore, the lack of physical movement during a virtual meeting can make it easy to feel stagnant and restless, which can further contribute to feelings of fatigue. All these factors can take a significant toll on your mental, emotional, and physical health, which naturally impacts productivity and effectiveness in the workplace – even if that’s your kitchen table!  

With all this in mind, it’s important to recognize the signs in order to know how to combat virtual meeting fatigue.

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How do you recognize meeting fatigue?

Recognizing the primary Zoom fatigue symptoms, in both yourself and others, is the first step in taking action before it affects the well-being and productivity of you or your colleagues.

Here are a few common symptoms of meeting fatigue that people can experience:

  1. Exhaustion: Feeling tired and drained after attending virtual meetings, even if they are not particularly long or intense, can be a sign of meeting fatigue. This can also include feeling mentally and emotionally drained, as well as physically fatigued.
  2. Forgetfulness and trouble concentrating: If you find it challenging to focus during virtual meetings, you may be experiencing meeting fatigue. This can manifest as a lack of interest in the topic being discussed or difficulty staying engaged throughout the meeting.
  3. Difficulty maintaining relationships and being present: If you’ve been on calls and in meetings all day, you can be forgiven for wanting some time to yourself. However, if you’re frequently feeling distant from friends and family, it could be a sign of meeting fatigue.
  4. Irritability or restlessness: Meeting fatigue can also make you feel restless and irritable. During virtual meetings, you may find yourself fidgeting or struggling to stay still, and outside of meetings, you could find yourself easily irritated by your co-workers.
  5. A decline in productivity: If you notice a decline in your productivity or the quality of your work after attending virtual meetings, it could be a sign of Zoom fatigue. This can happen if you are feeling overwhelmed or burnt out from attending too many meetings or if the meetings themselves aren’t engaging or productive.
  6. Physical symptoms: With what is one of the more serious symptoms, meeting fatigue can even lead you to suffer actual physical aches and pains such as muscle pain, tension, and insomnia.

If you’re experiencing any of these symptoms, it may be time to take a break and reevaluate your approach to virtual meetings. By recognizing the signs of meeting fatigue early on, you can take steps to prevent it from impacting your work and overall well-being, and that of your employees.

Why do we schedule so many meetings?

Despite a growing consensus that meetings kill productivity, there’s still an underlying belief that meetings are the best way to communicate and collaborate with colleagues. 

Here are the facts:  Meetings  provide an opportunity to discuss complex issues, share ideas, and receive feedback in real-time, which can be difficult to achieve through email.Such interactions are crucial to supporting collaboration and creativity among teams.

So while there’s no doubt that we need meetings — because the best meetings are actually pretty great — the question is, do we need so many of them? And more importantly, what actually warrants having a meeting? 

We believe that some businesses need to shift their understanding of when meetings do and don’t need to take place. 

For example, if a discussion needs the input of multiple people, such as a brainstorming session, then a meeting is definitely the best way to get results. However, if a meeting is merely going to be a one-way transferral of information (rather than a collaborative effort), then you can often achieve the same result, in less time, with a well-made video. 

By reevaluating when a meeting is and isn’t necessary, businesses could literally save billions of dollars every year. Yes, billions! 

A study on meeting overload by Atlassian, found that 45% of employees feel overwhelmed by the number of meetings in their schedule and 47% say unnecessary meetings are the number one time-waster in the workplace. It’s also important to remember that a one-hour meeting with 10 people, doesn’t cost just one hour – it costs 10 hours of company time. 

Atlassian’s report found that the average employee wastes 31 hours in unproductive meetings each month. Now multiply that by the number of staff in your business (and try not to scream). 

It doesn’t take long for all this time to add up as Atlassian estimates that US businesses waste $37bn every year on unnecessary meetings. It’s high time that businesses found a better and more productive way for staff to use company time. 

So, why are we still scheduling so many meetings? Truth be told, we’re not sure. These days, there are much more efficient ways of communicating and we’ll take a look at some examples in a moment.

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Why is it harmful to the individual and the organization?

While meetings are already costing businesses a fortune, the context of virtual meetings can add additional layers of complexity for both individuals and organizations. 

By their very nature, virtual meetings are unnatural. This isn’t necessarily a bad thing and we’d argue it’s much better to have a virtual meeting with people across the globe than it is for everyone to fly around the world for a meeting. But the technology is relatively new and we, as humans, are still adapting to it. 

While we already know that staring at a computer screen for too long isn’t good for you, when it comes to having meetings online, there are similar factors that can contribute to meeting burnout. 

This goes beyond the technical aspects and the effects of things like blue light, as there’s also a significant difference in how we interact with people online and the mental toll of doing so. 

So let’s take a look at some of the factors unique to virtual meetings that can contribute to meeting fatigue. 

Excessive amounts of close-up eye contact is highly intense

In a normal meeting, you’ll likely switch your attention between the people speaking, the people listening, your notes, and your surroundings. However, on a Zoom call, you’re looking at everyone, everywhere, all at once – and it’s intense! 

This intensity is heightened by the unusually large size of people’s faces, and their eyes, on your screen, which makes them appear to be physically closer than they really are. It’s not often that we get so close to people’s faces, and when we do it’s usually the result of an intimate moment or a confrontation, which are both emotionally intense situations. 

Our brains are hard-wired to know this instinctively, so all that close-up eye contact during a virtual meeting is a lot more intense than we often realize. 

Seeing yourself during video chats constantly in real-time is fatiguing

You’ve got to admit that when you’re not looking at everyone else in a virtual meeting, you’re probably looking at yourself. It’s okay, we all do it, but seeing your digital reflection multiple times in a day is emotionally taxing. 

Studies suggest that you’re more critical of yourself when you can see yourself. It makes sense, but constantly glancing at your real-time selfie only adds to the fatigue of virtual meetings.

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Video chats dramatically reduce our usual mobility

With in-person meetings, you’ll often find yourself moving from one conference room to another – but you are still moving your body. With virtual meetings, you’re much less likely to get up and walk around if all you need to do is click a link. 

While there’s already plenty of research that suggests sitting for prolonged periods of time is bad for your health, there’s growing research to suggest cognitive performance is enhanced when you’re moving about. On the other hand, virtual meetings will likely keep you sitting in the same position for a long time, which could make you feel restless. 

The cognitive load is much higher in video chats

A lot of body language is involved when you’re talking to someone in person, and every small gesture or expression someone makes during a conversation is crucial to how we, as humans, naturally communicate. 

Body language helps us understand each other while ensuring we are being understood. However, these small nonverbal cues and nuances are much harder to detect on a video call, which often leads to us paying more attention than we’re accustomed to in a conversation. 

Even knowing this about ourselves works to increase the fatigue we feel, as we subconsciously put more effort into making our own body language clearer to the people we’re virtually speaking to. 

Having to work harder to send and receive the non-verbal signals that we rely on only adds to the cognitive load of having a virtual meeting, and it’s a unique pressure that doesn’t apply to in-person conversations.

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Step-by-step guide to replace meetings [Meeting Detox Playbook]

Now, with an almost overwhelming amount of evidence that shows the negative impacts of having too many meetings and the cost of meeting fatigue, let’s take a look at some of the ways we can cut down on meetings and relieve the symptoms of meeting burnout. 

In this section, we’re going to give some step-by-step guidance on how tools like Snagit can help achieve the same goals as the meetings blocking out your schedule, a kind of Meeting Detox Playbook, if you will. 

Step 1: Identify the goals/objectives of your meeting and whether you can replace or enhance it

One of the key areas that everyone can work on to reduce the number of meetings they’re expected to attend is to understand when a meeting is actually necessary, because a lot of the time — and we know you’ll agree — they’re not. 

The first and most vital question to ask yourself before calling your team into the conference room, or sending out a virtual calendar invitation, is: What’s the meeting for and do you need people’s input? If not, then you can probably move forward and share your progress via email. 

On the other hand, if you do need to discuss a project before moving on to the next stage, it’s important to consider whether you have enough information that will enable you and your colleagues to make a decision. You also need to anticipate whether there will be a lot of questions or discussion around the issue, if not then maybe the conversation can happen over email. 

There are a few other considerations to take into account when it comes to knowing whether to schedule a meeting or not. To simplify the process, we’ve put together a simple flowchart to help you.

Decide if you should schedule a meeting

When a meeting isn’t necessary, Snagit is great for facilitating quick, easy, and effective internal communications. For example, one-on-one project feedback can be simplified with a screencast made with Snagit. Similarly, informal training sessions can be quickly turned into training videos

Even better, by providing videos rather than scheduling a meeting, you’re giving people the opportunity to act on, or learn, something at a time and pace that best suits them, which can really help enhance distanced learning

With Snagit, you can also enrich proposals, presentations, and brainstorming with the help of visual and video aids. Visual communication is absolutely key when conveying ideas and information between people as it helps provide additional context and makes concepts easier to digest.

In fact, TechSmith found that businesses that include visuals as part of their internal communications can even save money!

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Step 2: Record your video! (in Snagit, of course!)

With Snagit, you don’t have to be Martin Scorsese to make a video. Whether it’s an educational video or simply a desktop recording, Snagit is a simple and intuitive tool that makes it easy for anyone to record and share great video content.

In fact, the kind of videos that Snagit is perfect for can usually be quite informal and done in one take. That said, there are a couple of tips that are worth keeping in mind the next time you make a video with Snagit: 

  • Keep videos short and sweet. Before you record, write down a couple of bullet points of what you want to cover so you don’t forget anything.
  • Include your webcam. Snagit’s picture-in-picture feature lets you record your screen and your webcam at the same time, which will help your audience pick up on the very important non-verbal cues (like facial expressions) that we discussed earlier.
  • Be clear. The screen draw function in Snagit allows you to highlight important information on your screen to help direct your viewer’s gaze and focus. 

With these three simple tips, not only will you be able to quickly and simply get your point across to a number of people, but those people can refer back to your videos if they ever need a reminder. 

Step 3: Share your video wherever the conversation is happening.

As well as being able to easily record a video, it’s important to have tools that make it equally as easy to share with your team. Fortunately, Snagit offers a range of sharing options that make it easy to send your content via several platforms, including Slack and Outlook. 

An image of Snagit with a report in the editor window. The share dialogue is open.

On top of this, Snagit’s Share Link button sends your content to Screencast, allowing viewers to comment and react. This flexibility in sharing options provides a more efficient and streamlined experience for both you and your audience.

As well as having the tools to make sharing easy, there are some best practices that can optimize the viewing and learning experience for your audience. For example, it’s always worth providing the length of a video when sharing, so that the viewer can better manage their time and allocate the necessary amount to engage with your content effectively.

Moreover, setting clear expectations on how and when you expect a response to your video can help ensure that the communication remains productive and focused.

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Tips for running efficient meetings

No matter how much you manage to cut down on the meetings in your schedule, they’re still going to be a necessary part of working, because as we said before, meetings can be great when they’re done properly. But that right there is the key: doing meetings properly. 

So, if you are 100% confident that scheduling a meeting is the best way to move forward with a project or task, be sure to keep these meeting tips in mind: 

Avoid multitasking

As tempting as it might be to send or reply to an email while in a virtual meeting, what you should really be doing is focusing on the task at hand. We understand the desire for wanting to do as much as possible in the least amount of time, but research shows that multitasking, and switching between tasks, can actually cost as much as 40% of your productive time

Next time you’re in a virtual meeting, close any tabs that might distract you and try turning off your email and chat notifications. And if you do see an email, remember that it can probably wait 10-15 minutes.

Keep meetings short

Try to keep the runtime of a meeting as short as possible, and be clear (and strict) in setting and sticking to an agenda. The longer a meeting goes on, the more bored and less invested people will be in the discussion – which ultimately leads to meeting fatigue. 

Meetings usually overrun when new questions come up and conversations veer off-topic. This is where “The Parking Lot Technique” can be useful, which essentially dictates that any new topics or questions raised in a meeting (that weren’t on the agenda) are put in the “parking lot” to be discussed at another time. It’s incredibly simple, but it will do a lot to keep meetings on track.

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Reduce onscreen stimuli

We’ve already talked about how there’s a lot going on in virtual meetings. With multiple faces (including your own) and backgrounds to look at, it’s easy for your brain to become overstimulated, which adds to virtual meeting fatigue. 

Fortunately, preventing this is also pretty easy as you (and your colleagues) can simply reduce what’s on your screen. One of the easiest ways to do this is to try hiding your own camera from your screen, which will really help with reducing the effects of virtual meeting fatigue. 

You could even suggest everyone turns off their webcam when they’re not speaking as this will help keep all attendees focused. 

Encourage attendees to use a simple background 

To take stimuli reduction a step further, try getting everyone in the meeting to blur their backgrounds. It’s a small and simple step that can have a big impact on combating fatigue. 

It will also ensure nobody is tempted to try and figure out the titles on everyone else’s bookshelf! These tiny details all add up when your brain tries to process every visual detail in the meeting room – it’s both distracting and intense! 

Switch to phone calls or email

If you’re feeling a little Zoomed-out, there’s a good chance the people you’re set to meet with are as well – especially if it’s late in the afternoon, towards the end of the week. 

With this in mind, there’s absolutely nothing wrong with suggesting a phone call, especially if you’re only meeting one other person. By sending a polite and friendly email ahead of the meeting asking to have a phone call instead, you could be reducing meeting fatigue for both of you. 

They’ll probably be just as relieved to get your email as you will be when they reply: “Yes, of course!”

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Meeting fatigue FAQs

How many meetings are too many?

There’s no definitive answer to how many meetings are too many, as it can vary depending on each person’s workload and working style. However, if meetings start to feel overwhelming or interfere with productivity, it could be the right time to reassess the frequency of meetings and consider new and more efficient ways of communicating.

How to minimize Zoom fatigue?

To minimize virtual meeting fatigue, it’s important to take breaks between meetings and limit the number of back-to-back virtual meetings as much as possible. Additionally, adjusting the lighting, camera position, and minimizing distractions in your environment can help reduce eye strain, which might help relieve some of the symptoms of meeting fatigue.

How to combat virtual meeting fatigue?

To combat virtual meeting fatigue, it’s important to be intentional about scheduling meetings, making sure they are necessary and productive. Additionally, incorporating breaks, interactive activities, and varying the format of each meeting can help keep attendees engaged and reduce the sense of monotony that can contribute to virtual meeting fatigue.

Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.

The Complete Guide to Remote Communication

Remote communication

There’s no denying that remote and hybrid working has become the new normal. While this trend was already growing in popularity before COVID-19, the pandemic forced companies to adopt remote working models and there’s no going back.

This isn’t necessarily a bad thing as the vast majority of employees are enjoying the new work-life balance that has come as a result of the shift. In fact, in a survey by Flexjobs, 65% of remote workers said they don’t want to return to the office. 

While we’d argue that what’s good for people is good for business, the disruption and uncertainty caused by the rapid and widespread adoption of remote working hasn’t gone unnoticed. One of the biggest challenges of this new reality is being able to effectively communicate remotely with teams.

Communication is crucial for maintaining high levels of productivity and ensuring remote workers feel a sense of belonging within the company. For organizations that had a remote work system in place before the pandemic, this is nothing new, but now these issues are affecting everyone. 

That’s why in this guide, we’ll walk you through the current state of remote communication. We’ll also address some of the common misconceptions holding companies back when it comes to effectively communicating while working from home.

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What is remote communication?

So, what is remote communication? In a nutshell, remote communication refers to the use of online tools to communicate and collaborate with others. Some types of remote communication include, but aren’t limited to:

  • Video Conferencing (Zoom, Skype, Google Meet)
  • Asynchronous Video Messaging (via screencasts & webcam recordings)
  • Instant Messaging (Slack, Microsoft Teams)
  • Email (Outlook, Gmail)
  • File-sharing platforms (Dropbox, Google Drive, OneDrive)

You’ve probably used some remote communication technology yourself, in which case you won’t be surprised to hear that remote communication is particularly important for companies that create virtual teams. 

What’s a virtual team? Well, rather than working in a shared office space, virtual teams communicate and collaborate online. This allows companies to tap into a wider pool of talent, regardless of location. It also allows team members to work anywhere, whether that’s from home, a co-working space, or a coffee shop. 

So, whether you manage remote workers or are part of a virtual team, effective remote communication is a vital ingredient to success.

Types of remote communication

Although we’ve already looked at some remote communication examples, it’s worth knowing that there are two types of remote communication: synchronous and asynchronous – these are big words with simple meanings: 

  • Synchronous communication = Takes place in real-time.
  • Asynchronous communication = Doesn’t require everyone to participate all at once.

With that in mind, let’s take a closer look at how different types of remote communication fit into each category:

Common types of remote synchronous communication

  • Zoom or other video calls
  • Phone calls
  • Virtual meetings
  • SMS text messages
  • Slack or Microsoft Teams conversations

Common types of remote asynchronous communication

  • Project management apps
  • Wiki or Sharepoint site
  • Informational or instructional videos
  • Quick-reference guides
  • Screenshots with markup
  • Slack or Microsoft Teams chats

Difference between remote-first and remote-friendly

As well as there being different types of remote communication, there are also two primary subtypes of remote companies. 

It probably goes without saying, but just in case: A remote company is a business that operates primarily or entirely online, with a distributed team that works from various locations. This means that team members can work from anywhere with WiFi, rather than in a physical office. 

Because they rely so heavily on communication and collaboration tools to keep their team connected and productive, most remote companies are already masters at knowing how to communicate remotely. They simply have to be!

As for the subtypes, there are some companies that are ‘remote-first’ and others that are ‘remote-friendly’. Let’s talk a little more about what that means…

Remote-first

A remote-first company is a business for which remote work is the primary mode of operation – that means it’s not just an option, it’s the default. This usually means that the standard mode of communication for employees is through video conferencing and messaging apps, rather than in-person meetings.

Remote-first companies have digital infrastructures to support their setup, including cloud-based collaboration tools and software for project management. While some remote-first companies may have physical offices or co-working spaces available, they are only used on rare occasions, or by those who prefer working in the office.

In a remote-first company, employees often have greater control over their schedules and the flexibility to choose when they start and finish work. This modern attitude to work prioritizes achieving objectives, rather than strictly managing the hours staff are sat at their desks. 

This type of remote work culture can lead to improved work-life balance, increased productivity, and higher job satisfaction for employees. That’s a win-win-win! 

Remote-friendly

On the other hand, a remote-friendly company is a business that has the flexibility to accommodate remote work, but doesn’t necessarily prioritize it as the default mode of operation. Remote-friendly companies may have a physical office or headquarters where employees can work, but also have the capability to support remote work for some, or all, employees.

In a remote-friendly company, employees have the option to work from remote locations and communication is often a mix of in-person meetings and remote tools such as video conferencing and messaging apps.

Remote-friendly companies may not have a fully developed digital infrastructure specifically tailored to remote work, but they typically have systems in place to support remote employees. This can include tools for project management, document sharing, and other collaborative processes.

Overall, a remote-friendly company provides more flexibility to employees, allowing them to balance their professional and personal lives.

Signs of poor remote team communication

In the age of remote work, effective communication is more important than ever. And yet many companies struggle with communicating remotely, despite the advanced digital tools they have access to.

In this section, we’ll explore some of the most common warning signs of poor remote communication. By recognizing and understanding these signs, you’ll be better equipped to address communication issues before they affect productivity and morale within the business.

Don’t worry, it’s not all doom and gloom. As we talk about each symptom we’ll also look at ways to remedy poor communication with easy and effective remote communication strategies. With the right approach, your team can develop stronger communication skills and work more effectively together, no matter where they’re working from.

Too many meetings

At TechSmith, we’re big believers in quality-over-quantity when it comes to meetings. 

While meetings can be great for discussing, collaborating, and brainstorming, they’ve become the default method of communication for many companies. This has resulted in everyone having way too many meetings, and it’s costing companies a lot of money!

The key is recognizing when a meeting is and isn’t needed. If the purpose of a meeting is to have a discussion and receive input from multiple people all at once, then it’s probably a meeting worth having. 

According to this TechSmith report, 3 out of 5 respondents believed meetings to be valuable, but there’s a catch: they have to be productive.

However if a meeting will mostly be a one-way transfer of information (eg. a presentation or basic training) instead of a collaborative effort, then ask yourself: Is there a better way to share this information?

Spoiler alert: Yes there is! 

With remote communication methods and tools, sharing and distributing information among teams is quick, easy, and doesn’t drain company resources. Taking steps to regulate the number of meetings will allow remote workers to focus on the work they need to do. 

The next time you need to show someone how to complete a task, or give feedback on a project, try recording a quick video message instead. You’ll be surprised how much easier it is to create an internal communication video, than to find an opening on someone’s calendar.

For example, software like TechSmith’s Snagit makes it easy to record quick and informal videos that are shared with just the click of a button. So next time you need to show someone how to complete a task, or give feedback on a project, try using Snagit to create an internal communication video.

Lack of meeting structure

Even for companies that don’t suffer from too many meetings, there’s still a chance they’re dealing with meetings that are poorly structured and disorganized. 

Unstructured meetings can lead to people talking over each other, and people not knowing who’s responsible for what. This can make it particularly hard for remote workers to know how to participate and when to speak up.

That’s why it’s really important for remote teams to establish a clear structure that outlines the meeting’s objectives, the agenda, and how much time will be allocated to each item. This way, remote team members will have a better understanding of what’s expected of them and what they need to prepare beforehand. 

Without such structure, confusion is born and time is wasted, which can even lead to severe (and unnecessary!) misunderstandings. Fancy guessing how such misunderstandings are usually rectified? You got it, more meetings! 

By establishing a clear structure, remote teams can ensure that everyone is on the same page and working towards the same goals, leading to more productive and successful meetings.
Alternatively, you replace meetings in favour of async videos, which promotes better idea sharing. It’s important to remember that not everyone feels comfortable speaking up in a meeting, and others may feel like they need to absorb the information before being able to contribute. Even the best planned meetings can’t always cater for everyone, but async videos give everybody more time and flexibility to share their ideas.

Lack of regular check-ins

Once you’ve cut down on the number of meetings in your schedule, it becomes more important to maintain regular communication with remote team members. 

A lack of regular check-ins could leave remote workers feeling isolated and out of the loop when they don’t get updates or feedback on projects and tasks. This can lead to them feeling unmotivated and less engaged. 

These check-ins don’t have to be formal or too frequent, but taking the time to have a quick catch-up call, or a “virtual coffee break” can go a long way in making remote workers feel connected and involved. 

The key here is to create a regular cadence and establish a routine that encourages team members to check in with each other on a regular basis. This way, everyone can share their progress, ask for help, and discuss the issues and obstacles that may be affecting their work. Such check-ins will also build stronger relationships between team members and foster a sense of community within the remote team.

Too much communication

Now, quickly flipping to the other side of the same coin, you’ve got to be careful not to communicate too much. While a lack of communication is certainly a problem for remote teams, it’s worth noting that too much communication can also be a sign of poor communication. 

This might seem counterintuitive, but it’s important to recognize that not all communication is created equal.

A survey by TechSmith reveals that 50% of respondents find the number of meetings, emails, and messages during a typical workday makes them less productive.

For starters, while it can be overwhelmingly tempting to micro-manage remote workers, people need to be given the space and time to do their job. And most importantly, they need to feel trusted. 

As well as the effect on morale, when people are constantly interrupted by messages and notifications, it becomes harder for them to focus and get their work done. Plus, when there’s an overwhelming amount of communication, the messages that are important can get lost, leading to misunderstandings and mistakes.

To combat this, it’s important for remote teams to establish clear guidelines around communication. This might involve setting expectations around response times, creating designated communication channels for different types of messages, and even implementing “quiet hours” when team members can focus without distractions. 

By taking steps to balance communication, remote teams can avoid the pitfalls of both too little and too much communication.

High staff turnover

High staff turnover is a very common sign of companies with poor remote communication. Employees who feel isolated or disconnected from their team may feel undervalued, underutilized, or that their hard work isn’t recognized. So what do they do? They find a new job. 

When people leave an organization, not only does the company lose their knowledge and expertise, but it has to devote time and resources to recruiting and training their replacements. Having staff come and go on a regular basis can also have a considerable impact on morale, productivity, and profitability. 

In remote teams, managers need to make an extra effort to build and maintain strong relationships with team members. It’s important to ensure that every employee feels valued, included, and supported – and that their efforts are recognized. 

Regular check-ins, one-on-one meetings, and team-building activities are all essential ways to build and strengthen remote team communication. When remote employees feel like they’re part of a cohesive team, it’s much less likely that they’ll look for work elsewhere. In turn, this will reduce staff turnover and help the company to retain its most talented staff.

Following the advice we’ve already covered is a great way to improve remote communication, but there are still a few strategies we’re yet to discuss.

Ways to Improve Remote Communication

While there’s no denying that effective communication is the backbone of a successful team, this is even more important for remote teams. In an environment where team members are dispersed across different locations and time zones, communication is nothing short of critical. We really can’t stress just how important it is! 

However, remote communication isn’t always easy. That’s why organizations need strategies in place that prioritize communication and keep remote teams feeling connected to maintain productivity.

In this section, we’ll discuss some tips and strategies that organizations can employ to improve remote communication. 
Whether you’re running a remote-first or remote-friendly company, or simply want to optimize communication between your remote staff, these tips can help you overcome common remote communication challenges.

Reduce affinity distance

There are three types of distance that remote workers are likely to feel at one point or another, including physical (place and time), operational (team size and skill levels), and affinity (values, trust, and interdependency).

“Affinity distance” refers to the psychological and emotional distance that can exist between people who work remotely. This can make it more difficult to build rapport, trust, and a sense of camaraderie. Reducing the affinity distance between team members goes hand-in-hand with improving remote communication. 

To do this, it’s important to create opportunities for team members to get to know each other on a personal level. This can involve things like virtual team-building exercises, casual virtual “watercooler” chats, and encouraging team members to share more about themselves during meetings and in dedicated chat channels. 

By fostering a sense of familiarity and shared experience among employees, you can help bridge the gap created by physical distance and promote more effective communication.

Choose channels carefully

Choosing the wrong communication channels can lead to confusion, miscommunication, and delays in getting work done. However, with so many platforms available, it can be hard to know which is the best tool to use and when to use it. 

This is why understanding the different types of communication, and knowing which tool is most suitable in a particular scenario is key to optimizing remote communication. For example, some messages may be better suited for instant messaging, while others might require a video call or an email. 

While instant messaging is great for quick questions and updates, video calls can be  better for discussions that require depth and nuance. Of course, async videos offer the best of both worlds, as they can be created quickly, sent easily and convey a little extra more context than text alone. Emails, on the other hand, are best for more formal or complex communications that need documentation or input from multiple parties. 

Another important consideration when choosing communication channels is accessibility. When not everyone has access to the same tools, it’s essential to choose channels that everyone can use. It’s also important to consider people’s time zones and schedules to ensure that everyone has an opportunity to participate in important discussions.

Choosing the right channel can also help avoid information overload and reduce the risk of important messages getting lost in a sea of notifications.

Set up one-on-one meetings

In a physical office, managers are more likely to have regular one-on-one catchups with members of their team – as they should! But when it comes to remote environments, proximity bias comes into play and it’s easy to adopt an “out of sight (or site), out of mind” mentality, usually by accident. 

However, one-on-one meetings are crucial to remote communication because they provide a dedicated space for open dialogue and an opportunity for both parties to ask questions, provide feedback, and share their thoughts.

One-on-one meetings also provide a space for getting to know each other on a more personal level, which can promote a stronger team culture. These meetings also provide an opportunity for managers to provide individual support and guidance to team members, which is essential for employee development and growth.

As with so many of the communication strategies we’ve discussed, striking the perfect balance between communicating enough, but not too much is essential. Not everything needs to be a meeting, but meetings do need to take place. 

Perhaps one of the easiest ways to find that balance is to ask for feedback on the styles and frequency of communication. Everyone is different, and there’s a good chance that some people will want to speak more often than others, and over different mediums. 

Understanding the needs of each team member, and the team as a whole, will take your team’s communication to a whole new level.

Set guidelines for communication

Guidelines help to establish clear expectations for communication within a remote team, making it easier for team members to know how and when to communicate with each other effectively.

To set communication guidelines, start by identifying the most common types of communication that take place within your team. This may include email, instant messaging, video conferencing, and project management tools. 

Once you’ve identified the most common platforms, establish guidelines for how and when each channel should be used. For example, email might be reserved for formal communication such as in-depth project updates, while instant messaging might be used for quick questions.

Guidelines should also establish expectations for response times, tone, and etiquette. For instance, if a team member sends an email, when should the be expected to reply? Should responses be formal or casual? What should be included in the email, and what should be left out? 

To help you put together your own set of communication guidelines, here’s a checklist of some of the things you might want to include: 

  • Define expectations: Set clear expectations for communication frequency, tone, and response times.
  • Choose appropriate channels: Outline the right communication channels for different types of messages.
  • Be mindful of time zones: Note the time differences between teams to help people schedule meetings and communicate with colleagues.
  • Respect boundaries: Be mindful of people’s schedules and availability. You might even set rules about sending non-urgent messages outside of working hours.
  • Language: Encourage people to be clear and concise while avoiding ambiguous or overly complex language.
  • Listen actively: Remind staff to listen to their colleagues and be present during conversations to foster better communication.
  • Provide regular updates: Provide guidance for giving regular progress updates on projects.
  • Give and receive feedback: Support open and honest feedback, both positive and constructive.
  • Foster a positive company culture: Encourage camaraderie through team-building activities and regular check-ins.

While it’s up to every to establish their own set of guidelines, providing clear guidance on these topics can help to reduce misunderstandings and make communication more effective in remote teams.

Use the right tools

It’s important to choose tools that are easy to use and accessible to everyone on the team. The right tools will help streamline communication and ensure that everyone is on the same page.

Some essential tools for remote communication include video conferencing software, messaging apps, and project management tools. Video conferencing software is especially important for remote teams because it allows for face-to-face communication, which is crucial for building relationships and promoting understanding. 

Messaging apps like Slack or Microsoft Teams are also essential for remote teams because they enable quick, real-time communication that mimics the feel of an office environment. Project management tools like ClickUp or Asana help keep everyone organized and on track, which is especially important when working remotely.

It’s also important to choose tools that integrate with one another to enable seamless collaboration across different platforms. For example, if your team uses Zoom for video conferencing and ClickUp for project management, it’s important to choose a messaging app that integrates with both tools, so everyone can stay in sync. 

Going back to one of our earlier points, it’s also important you’re using tools in the best possible way to optimize communication, increase comprehension and cut down on unnecessary meetings – this is where visual communication comes in

Snagit is great for taking screenshots, screen recordings, and creating screencasts. These are fantastic mediums for providing information that an email or message can’t quite convey, but for which a meeting would be too much. 

98% of people who use video at work say it improves the effectiveness of their message, according to a survey by TechSmith.

For example, if you need to run someone through a process, provide feedback, or simply give some visual context to your message, either with an image or via video, Snagit is the perfect tool to do exactly that. 
Tools that make it easy to communicate visually —like Snagit — are likely to become indispensable for remote teams as research suggests that a lack of visual communication could jeopardize productivity and engagement in organizations.

Remote communication FAQs

How can virtual leaders ensure effective communication with remote workers?

Virtual team leaders can ensure effective communication with remote workers by regularly checking in and setting clear expectations for communication and response times. It’s also important to encourage virtual team building that will help remote colleagues get to know each other on a personal level.

How to communicate effectively remotely?

Optimizing remote communication relies on finding the right tools, establishing clear guidelines for communication, and prioritizing regular check-ins and one-on-one meetings.

What is remote communication?

Remote communication refers to any communication that takes place between individuals or teams who are located in different locations, typically using digital tools and platforms to connect and collaborate.

Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.

How to Create Amazing Step-By-Step Instructions

A screen showing a chart with numbers indicated a process.

In today’s fast-paced business environment, providing employees and end-users with clear and concise instructions on how to perform a task or use a product is vital to every organization’s communication strategy. 

One of the best ways to give crystal-clear instructions is with step-by-step documents that provide contextual guidance while offering clarity into the details of a process. Step-by-step instructions are often the easiest way to help guide a person to complete a specific task successfully, especially if the task in question is complex or involves several steps. 

With the help of step-by-step guides, teams can collaborate effectively and achieve repeatable success. These guides also come in handy for training new employees, providing reinforcement training, and helping to document and share knowledge within an organization.

In this article, we’ll look at some of the best ways businesses can implement and create step-by-step instructions for internal and external communications. Whether you’re looking to streamline your business processes or improve productivity, this article will provide you with everything you need to create impactful step-by-step guides using visuals. 

Let’s get started!

 

What can I use step-by-step instructions for?

The beauty of step-by-step instructions is that there isn’t a limit to the ways they can be used, as their fundamental purpose is to break down a process into bite-sized directions. They can even be used as supplementary material to provide further context to instructional videos.   

It doesn’t matter what process you’re trying to explain. Whether it’s a short guide on how to take a screenshot or a longer one about how to make great training videos, step-by-step instructions can be really useful for sharing knowledge with your colleagues, employees, and your customers. 

Let’s take a look at some of the most popular and practical uses of step-by-step instructions:

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Employee onboarding

No matter how excited someone might be to start a new job, there’s always a lot to take in when you move to a new company. Getting to know your new colleagues, adapting to a new work environment, and becoming familiar with new processes, can be overwhelming for even the most experienced employees. 

Moreover, when someone joins an organization, they need to learn how to perform various tasks as quickly as possible. By providing step-by-step instructions, organizations can make the onboarding process smoother and more efficient for new staff members, which will help them, their colleagues, and the business as a whole.  

With the series of clear directions that step-by-step instructions provide, employees will find it easier to navigate tools and complete tasks. Such instructions are also useful for providing clarity, promoting consistency, and making it easier to learn how to correctly perform standard operational tasks. 

As step-by-step instructions can help a new employee settle into an organization, you might also find that guides like this can help them quickly build confidence in their new role.

Customer onboarding

First impressions are everything, which is why it’s important to ensure that a customer’s first interaction with a product is as good as it can possibly be. To do this, you need to make sure that customers know how to use your product from the get-go. 

This is where the step-by-step instructions come in, which are especially useful with software. Providing clear directions on how to set up and use a product or service, whether it’s flat-pack furniture or screen recording software, can help customers get started quickly and easily. 

The best step-by-step instructions can even help to reduce the burden on customer support as they’ll be able to steer customers away from potential issues and answer the most common questions. This allows support staff to focus on helping customers with more complex issues and will help the customers get faster and more efficient support.

So while step-by-step instructions for end-users might seem like a “nice-to-have” to some, they can have a big impact on increasing customer satisfaction and loyalty. 

Promoting software adoption

Not everybody likes change, which is why it can be difficult to encourage and train an entire workforce to use new software. However, by shortening the learning curve, step-by-step guides make it easier for staff to fully understand the functionality of new software and the value they’ll gain from using it.

If you’re introducing new software to your employees or helping your client to do so, step-by-step instructions can help your team adapt to new processes faster and more efficiently. 

A few simple step-by-step instructions, or even screenshots, can go a long way in highlighting the software’s key features and capabilities. By showcasing these features in a way that’s clear and easy to understand, organizations can help users get the most out of the software to realize its full potential.

Create amazing step-by-step instructions!

Snagit’s templates are the fastest way to create professional-looking step-by step instructions. Give people detailed instructions in minutes.

https://www.techsmith.com/download/snagit/
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Improve knowledge sharing

Sharing knowledge is essential to the smooth running and success of all organizations, as it helps improve collaboration, efficiency, and overall success. While there’s more than one way a company can share knowledge, step-by-step guides cater to everyone’s understanding and comprehension levels. 

Whether the step-by-step directions are provided via a text document, a video tutorial, or even a series of screenshots — which are particularly easy to capture and share — these instructions play a vital role in sharing knowledge between teams and colleagues. 

By creating clear and detailed instructions on how to perform specific tasks, organizations can document their processes and procedures in a standardized way that’s structured and easy for everyone to understand. This can help ensure consistency in the way work is performed, reduce errors, and improve the overall quality and efficiency of a team’s output.

How step-by-step instructions affect your business

There are many different ways that a business can be transformed by simply implementing better knowledge sharing through the use of step-by-step instructions – and all of them are good! 

Whether you’re looking to cut down costs, increase productivity or promote better collaboration between teams and individuals, creating step-by-step instructions could be the answer. 

So let’s take a look at some of the ways in which clear and concise directions can optimize your business operations:

Time-saving

Research shows that employees spend “nearly 20% [of the working week] looking for internal information or tracking down colleagues who can help with specific tasks.” However, with clear and concise instructions readily available, employees can save themselves and their colleagues time by solving issues themselves. 

Cost saving

As the old saying goes, “time is money,” which means any time spent fixing problems that could be solved with good knowledge sharing is money wasted! 

In fact, the International Data Corporation estimates the average enterprise wastes $2.5 to $3.5 million per year due to ineffective knowledge systems. That’s a lot of time (and money!) that could be better spent when businesses find better ways to share knowledge among teams, such as with step-by-step instructional guides.

Better collaboration

Having specific instructions on how to complete a project can also support better collaboration between teams. Without clear direction, it can be all too easy for people to lose track of who’s responsible for what task and the project’s end goal. Such confusion can lead to a fall in productivity, missed deadlines, and a lower quality of work. 

This is why it’s really important to ensure that all team members are clear on objectives and what’s expected of them throughout the process. One of the easiest and most effective ways to achieve this is by creating clear step-by-step guides that outline and delegate all the steps in a process. 

Such documentation will help eliminate any ambiguity surrounding a project and will act as a guide that employees can refer back to if they ever lose sight of their responsibilities to the project. 

Better process documentation

A report by Panapto found that employees lose an average of five hours per week “waiting to get in touch with people that have the unique knowledge they need.” 

That’s why, when managing a large or growing team, it’s in a business’s best interests to provide staff with the best possible documentation for completing standard processes and operations. That means including clear, concise, and easy-to-follow instructions. 

This key documentation, often referred to as standard operating procedures (or SOPs), is crucial for ensuring every member of staff knows exactly how to complete a task. 

By having documentation on completing standard processes that are easy to access and understand, staff can spend less time searching for the information they need and get on with the task at hand.

Better quality control

In turn, having clear and well-thought-out SOPs will help guarantee a consistent level of quality and output among members of staff. Without such instructions, every team member could, in theory, take a different route to complete the same task, but with mixed results. 

With step-by-step instructions, every employee will know the standard way to complete a task and, more importantly, will know exactly what the end result should look like. 

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How to create step-by-step instructions?

So now that you know the different ways in which step-by-step instructions can be used and you understand the benefits of using them, it’s time to take a closer look at actually creating them. 

While creating step-by-step guides is fairly simple and straightforward, there are some best practices to keep in mind when putting together your own directions for staff and end-users. 

So, without further ado (and without wanting to be too meta), here are some step-by-step instructions on creating step-by-step instructions:

Name the process or task

The first step is to clearly label the process or task that your step-by-step instructions refer to. This will make it easy for employees to find and refer to, both when they first use your instructions and again if they ever need their memory refreshed on the standard process. 

Establish the individuals responsible for the process

For projects that will only go on for a specific period of time, it’s always worth clearly delegating tasks to certain members of staff. This will help ensure everyone is aligned on each other’s responsibilities. 

However, even for more complex and long-term processes, such as how to apply for time off, it can still be useful to include the names and contact details of relevant people. Though it does become more important to keep the documentation up to date to ensure that the person using the instructions wastes no time contacting the wrong people.

Identify the ideal steps involved

Next, you’ll need to identify the most ideal steps involved in completing a task, process, or project. This step might require some input from members of staff who may be more familiar with — and better equipped to complete — certain objectives. 

You might also take this opportunity to consult managers and decide which steps do and don’t need to be mentioned. While it’s important to give detailed instructions, it’s just as important to be concise. 

Document the steps with all the details required

Now it’s time to actually write down each instruction and explain the details for each one. This presents a great opportunity to use visual elements, such as diagrams, flowcharts, videos, screenshots, and even GIFS, all of which can help boost comprehension. 

With tools like Snagit, you can turn video clips into animated GIFs, which are a great way to split a video into smaller and more digestible snippets. GIFs can also be used for relaying information when a screenshot isn’t quite enough but a video would be overkill. 

However, if a screenshot is all you need to make your instructions clearer, then Snagit’s step tool lets you add step numbers to a screenshot with nothing more than a click.

Create amazing step-by-step instructions!

Snagit’s templates are the fastest way to create professional-looking step-by step instructions. Give people detailed instructions in minutes.

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Determine if or when it’s ever appropriate to deviate from the process

As well as outlining detailed steps to complete a process, it’s just as important to identify if and when an employee will need to deviate from your step-by-step instructions and provide clear directions of what to do in such a situation. 

While you can’t plan for every potential scenario, you can have a plan in place to deal with the unexpected. That’s why it’s worth having fallback instructions to cover situations when something doesn’t go as planned. Even if the instruction is as simple as consulting a manager, the employee will waste no time trying to figure out the best course of action.  

By doing this, you’ll ensure your staff is aware of potential situations when something doesn’t go entirely to plan and equipped to make informed decisions on how to move forward. 

Put the process into practice 

Once you’ve finalized the actual step-by-step instructions, it’s time to put them into practice! Now’s your chance to test your instructions with the individuals or teams responsible for overseeing or completing a process. 

After implementing a new process, it’s important to assess the effectiveness and success of both the process and the instructions used to complete it. You should also welcome and listen to feedback from members of staff, as this will help identify the challenges they faced in completing the process or following your instructions.

As with most things, there’s always room for improvement, so be sure to update and refine both processes and step-by-step instructions to maximize your team’s efficiency and output over time.

Tips to create amazing step-by-step instructions

Now that you know the basics to create clear and concise step-by-step instructions, there are a few other things to keep in mind that will ensure your providing the best possible directions for your team. 

Remember, the better your instructions are, the easier it will be for employees to complete processes and projects successfully and efficiently.

By following these tips, you’ll be able to create step-by-step instructions that are tailored to the specific needs of your organization, which will drive long-term growth and success. 

Be super-organized

As we’ve already discussed, there’s really no limit to the breadth of topics, processes, and tasks that step-by-step instructions can help explain and simplify. The chances are that if you make a how-to document for one process, you’re going to do it for all your processes, which will leave you with a whole library of instructions covering a wide range of tasks. 

While having a big knowledge bank is great for collaboration and productivity, you need to be incredibly organized to ensure that every set of instructions is accessible to every employee. 

This means storing all your guides on one platform and having logical categories with a series of sub-divisions. You’ll also want to ensure that each set of instructions is well-labeled so that your staff can simply search for individual guides as and when they need to. 

Make your instructions easy to read

It might go without saying, but it’s imperative that all your instructions are easy to read and understand. While this isn’t usually a problem for shorter how-to guides, it can be easy to get lost in longer and more complex sets of instructions.

While the structure of your instructions is key to ensuring they’re easy to follow, using visuals can also help convey complex ideas.

To take this one step further, you can even simplify images and screenshots. With Snagit’s simplify tool, you can replace text and distracting visual elements in an image with simplified objects. This is perfect for when you want the reader to focus on only a portion of an image when cropping isn’t an option.

Give some context to your reader

People learn best when they’re shown (rather than told) how to do something, which is why contextual guidance can be much more effective than simply outlining the features of a tool or piece of software. 

For example, try to create instructions that help the reader solve a specific problem or reach a goal. So rather than telling someone how to do something, try demonstrating it through your instructions and encourage the reader to follow along in real-time. 

This approach will make the instructions much more engaging and will help end-users navigate a tool’s features to complete complex tasks with ease.

Use quality media

If you do decide to use visual media, such as images and videos, in your step-by-step instructions, you have to make sure it’s good quality. 

While that doesn’t mean you need to hire a film crew to create an employee training video, you should, at the very least, ensure the picture and sound quality aren’t distracting your audience. 

You also don’t need advanced equipment, as the built-in webcam and microphone on your computer are probably good enough to create videos, screencasts, and other visuals. 

Make your instructions easy to share

It’s important to remember how busy people are, and when it comes to figuring out how to do something, not everyone will have the time to download and read a large PDF document or presentation.

For this reason, it’s important to ensure that you present your instructions in a visual format that’s easy to share and access in a short amount of time. 

If you’re using Snagit, you can instantly generate a Screencast link to your content where viewers can leave comments or ask questions. Screencast also makes it easy to organize your images and videos into collections for easy access.

Alexandra White

Alexandra is the Documentation Editor at Joyent, where she takes complicated technical content and makes it friendly for the average human being. She’s been a marketing manager, a web developer, and once upon a time she was the social media intern at TechSmith. She believes in the power of a strong women in tech community. Follow her on twitter for technical strategies and thoughts on women’s rights at @heyawhite. TechSmith is thrilled to work with talented guest bloggers to bring valuable and interesting content to readers. Have a topic suggestion? Tweet us @TechSmith!

Experiencing Tech Overload? Here Are the Tools Employees Can’t Work Without

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The emergency shift to remote work in 2020 was hectic for many businesses. With no time to thoughtfully develop new processes and norms, many companies relied on new apps and tools to stay connected as a distributed workforce.

According to a survey from Okta, companies deployed 89 apps on average in 2021, up from 58 in 2015. And employees are feeling the consequences, with app overload leading to less productivity and even burnout.

Even with workers having dozens of apps at their fingertips each day, when we asked Snagit customers what their “desert island” workplace tools are, a few apps rose to the top across various industries and roles. 

In this post, you’ll learn:

The cost of using too many apps for communication and collaboration at work

While there are obvious financial costs associated with workplace technology, not finding the right balance of tools can impact your organization beyond budgets.

Misunderstandings or confusion

Too many apps can cause misunderstandings or create confusion within your company, primarily when employees use multiple tools that serve similar functions. 

When information becomes scattered across multiple apps, it’s easier for people to receive conflicting information or even miss an important message altogether. 

It can be even more complicated when teams or departments within a company use different apps to share information. 

Let’s say you’re working on a design project, and a stakeholder shares a critical change to the specifications in a Teams chat. However, the designer on your team is checking their email for updates and misses the message in Teams. 

The next time the team regroups, the designer is confused about why the stakeholder isn’t happy with their work and frustrated they didn’t have the correct information. 

Reduced productivity and wasted time

Do you have days where you work on many different tasks but don’t actually complete anything on your to-do list?

You can blame context switching, or the tendency to shift between one task to an unrelated task, for that lack of productivity. 

When we’re using too many apps at work, we can find ourselves spending more time toggling between windows than actually getting our work done.

According to a Ring Central survey, employees waste about an hour each day switching between different apps. 

Plus, each of those apps comes with its own set of notifications that make it more challenging to focus on a single task. 

Employee disengagement and burnout

According to The Anatomy of Work Index, more than one-third of workers feel overwhelmed by the persistent ping of notifications.

When you also consider how app overload unintentionally creates a fragmented, confusing work environment, it’s easy to see how employees could become stressed.

According to a survey from FlexJobs, more than three-quarters of respondents say workplace stress affects their mental health, which can lead to disengagement or burnout. 

How to combat app overload

The good news is there are several ways to help prevent app overload and its consequences.

Audit the tools you have

Start by taking stock of the apps you’re using and the specific business outcomes they support. Evaluating your company’s current tools will help identify redundancies or gaps in workflows to address.

Don’t forget to keep your organization’s most critical goals in mind when deciding which apps are essential and which you should let go of. 

If your company handles complex projects with many moving parts, it probably doesn’t make sense to get rid of your project management app.

Use the tools you have to the fullest

A study from WalkMe found that only half of the enterprises surveyed believe they realize the full potential of the apps at their disposal. 

Before deploying a new app, evaluate whether one of the tools you already have meets that need first. 

Look into features you’re not currently using or other pricing tiers to see if upgrading a current app is a better fit. You might find investing in an app your employees already use more cost-effective in the long run.

Snagit is an essential tool for the modern workplace

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Woman working and sitting at a desk.

Streamline processes

We usually don’t add tools or apps to our workplace tech stack just for fun. The goal is to give employees the tools they need to do their job effectively.

So, creating uniform processes across teams and departments can also help reduce app overload and prevent redundant work or information silos. 

Let’s say the human resources team at your company uses Asana to keep track of their work, but the finance team uses Trello for the same purpose. Of course, there are added costs associated with the redundancy, but it can also make workflows unnecessarily complicated.

Especially when those teams need to collaborate on a project, it can lead to conflicting information or additional steps to get everyone on the same page.

Listen to your employees

When adding or removing tools from your workplace tech stack, remember to collect feedback from those who use them every day.

Asking employees for their opinions about the functionality or usefulness of an app can help you get a better idea of its overall effectiveness. 

You may discover that the features one team likes about OneDrive are the same reasons another team can’t live without Google Docs, allowing a smoother transition if you choose one app over the other. 

The top workplace tools, according to employees

To find out what tools professionals across various industries are finding success with today, we asked Snagit customers one question, “If you had to choose five software tools to continue to use in the workplace today, which would you choose?”*

Across industries and roles, the top five tools were:

  1. Snagit
  2. Microsoft Office (Word, Excel, PowerPoint)
  3. Outlook
  4. Zoom
  5. Microsoft Teams

Snagit is a powerful screen capture tool that allows you to use images and videos to share ideas, give feedback, and communicate more effectively. 

It’s incredibly easy to use and ranks on G2’s list of Best Software Products for 2023.

Snagit is one of those applications that you need to have “always on” ready to go. It is such a productive tool for learning, presentation development, and idea generation.

Derek T. via G2

Building the optimal tech stack for hybrid and remote work requires thoughtful evaluation of the tools your teams use daily. Leveraging a quality-over-quantity approach to apps can help you communicate more effectively, increase productivity, and keep employees engaged.

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Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.

Proximity Bias and Hybrid Work: What You Need to Know

proximity bias can create a company culture where in-office employees are rewarded for their presence with resources and promotions while their remote counterparts are left behind.

As employees return to the office, companies embracing hybrid work arrangements face a challenge: proximity bias. 

In hybrid work environments, proximity bias could lead to the incorrect assumption that those working in the office are more productive than their remote teammates. 

Managers and employees alike are concerned about the effects of proximity bias and hybrid work. In fact:

  • Two in five employees are worried that less face-to-face time with company leadership will negatively impact their career growth
  • 41 percent of executives say potential inequities between remote and in-office employees are their top concern
  • A study found remote workers were less likely to be promoted than their in-office colleagues, despite being 15 percent more productive

At the same time, hybrid work is the new norm. Most employees favor a hybrid work model, so forcing everyone back to the office isn’t the solution. 

That’s why it’s more important than ever to be aware of proximity bias and make sure everyone on your team feels included. 

The good news is that managers and employees alike can take steps to avoid proximity bias in the workplace. 

Here’s what we’ll cover in this post: 

How proximity influences our perception of colleagues

Our brains take shortcuts all the time, using processes to simplify the information around us to make more efficient decisions. 

But sometimes, our brains misinterpret that information, and it affects the accuracy of our judgments. In the case of proximity bias, our brains overvalue what is around us and undervalue what isn’t. 

If left unchecked, proximity bias can create a company culture where in-office employees are rewarded for their presence with resources and promotions while their remote counterparts are left behind.

Illustration of a hybrid meeting. Some participants are sitting at a conference table speaking with another while another group is on a large screen.

Examples of proximity bias in the workplace

Proximity bias can show up in both big and small ways. Here are a few examples of proximity bias in the workplace:

  • Offering in-person employees more exciting projects or professional development opportunities
  • Leaving remote stakeholders out of decision-making or important discussions
  • Providing in-person employees with more perks

While bias is often unconscious, knowing how proximity influences your decisions can help you recognize and overcome it. 

What managers and leaders can do to prevent proximity bias

The reality of the hybrid model is that we have to adapt to new ways of collaborating. 

Remote team members cannot be an afterthought. Successful hybrid leaders set up processes that allow employees to flourish regardless of where or when they work. 

Adopt a remote-first approach to communication

When everyone isn’t working in the office simultaneously (or at all), key decisions can’t be made at the water cooler. 

Adopting a remote-first approach to how your team communicates will help prevent people from feeling left in the dark when working from home.

That means when one person is remote, everyone is remote. Digital and asynchronous forms of communication should be the default method, regardless of an employee’s location.

Asynchronous communication: communication that doesn’t happen in real time. Common examples of asynchronous communication are emails, video messages, and comments in which the sender does not expect an immediate response.

Make sure discussions about projects and tasks happen in a digital messaging app like Slack or Teams, where all relevant team members can contribute and benefit from the conversation. 

It’s not just remote employees who benefit. Remote-first, asynchronous communication will: 

  • Enable employees to take time off without feeling like they’re falling behind
  • Allow new employees to get up to speed more quickly
  • Archive information in a way employees can reference at any time

Ready to embrace asynchronous communication?

Discover how taking an “async-first” approach and canceling our meetings for an entire month helped transform the way we work at TechSmith.

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cover of report about asynchronous communication

Stop relying on real-time meetings

When your team works across locations and time zones, relying on synchronous communication can be frustrating and unfair. Schedules and location can prevent everyone from being able to participate fully. 

If you’re like most office workers, you probably feel like you waste a lot of time in meetings anyway. Here’s the sign you need to take back your calendar. 

Matt Pierce

It’s important that you don’t have the people who are in the office vs. the people who aren’t in the office. The more that we can use these tools and communication methods to level the playing field, the better everything is going to be.

– Michelle Massey, Vice President of Community and Customer Operations at TechSmith

There are several types of meetings that are almost always better in an asynchronous format: 

  • Status updates
  • Project demos
  • Data shareouts
  • Informal training

Anytime you’re scheduling a meeting to share information, consider recording a video instead. 

Let’s say you want to share results from a recent marketing campaign with your team. If you were in a Zoom meeting, you’d probably share your screen to walk through a dashboard and provide context around the results.

With a screen capture tool like Snagit, you can accomplish the same thing in less time without interrupting your team’s day for yet another meeting or leaving someone out.

 

In just a few minutes, you can create a quick video that your team can watch on their own time (and even at 1.5x speed). Snagit can even simultaneously record your screen and camera, replicating the “face-to-face” feeling of an in-person or virtual meeting. 

Of course, there will be times when meeting in real time makes the most sense. There are a few things you can do to help level the playing field for remote team members:

  • Have everyone call into virtual meetings individually to prevent in-person side conversations
  • Make sure everyone has the equipment they need, like cameras, microphones, or bandwidth, to be fully present
  • Record the meeting so those who cannot attend can watch it later

Measure employee performance by output

In a typical office environment, employees can try to impress by being the first person at their desk in the morning and the last one to leave at the end of the day. 

But focusing on hours worked as an indicator of performance can leave your team feeling pressured to be “always on” when working from home to make up for their lack of physical presence.

Instead, shift your mindset to focus less on time spent in the office or online and more on the quality and quantity of work your employees produce. 

Be intentional about checking in

When working in the same physical space as an employee, you naturally have more opportunities to observe their work, offer feedback, and recognize their success. 

To effectively manage a hybrid team, you have to be intentional about how you connect or risk in-person employees receiving preferential treatment. 

Start by keeping track of when and how you engage with your team, both in-person and virtually, and identify disparities. 

You might find that you offer feedback more frequently when working in the office. If that’s the case, employees who are remote full-time may miss out on opportunities to improve their work. 

Incorporating virtual forms of feedback into your communication could help level the playing field for fully remote employees.

How employees can be more visible when working remotely

It’s no secret that flexible, hybrid, and remote work can feel isolating. More than half of people who started working remotely during the COVID-19 pandemic feel less connected to their coworkers. 

But, if you’re proactive, you can still make meaningful connections with your colleagues and establish a presence on your team while working away from the office.

Turn your camera on during virtual meetings

Many people don’t enjoy being on camera, and “Zoom fatigue” is a real phenomenon. However, video conferencing can help us feel connected even when we’re not in the same place.

When you’re on camera, it’s easier to establish a sense of presence and a shared sense of being together even though we may be physically separated from across the globe.

— Diana Howles, author of Next Level Virtual Training: Advance Your Facilitation

When you’re on camera during a meeting, your colleagues can see your nonverbal behaviors and better understand who you are and what you’re saying. 

Turning on your camera will help people get to know you better and allow you to communicate more effectively. Research has even shown video conferencing can create perceived proximity.

To avoid video burnout, pace yourself and take breaks as needed. Identify which meetings you’ll benefit most from being on camera, and when it might make sense to step away.

Turning off the “self-view” option once you have established yourself in the frame during a meeting can also help relieve camera fatigue.

Stop relying on text-based communication

Asynchronous communication is essential for keeping hybrid and distributed teams on the same page, but it can sometimes feel less than human.

That’s because we often default to text-based ways of sharing information when research shows most people understand information better when it’s communicated visually. 

The next time you’re about to send a mile-long email, consider if a video message could be more effective. 

Suppose you’re providing feedback on a project. Text-based communication can easily lead to misunderstandings. But, when your teammates can hear your voice and see your face, they’re less likely to need clarification. 

Even better, with Snagit, you can record your screen and draw attention to the areas of a project needing attention with arrows and callouts while you walk through your feedback.

What could have been a boring or confusing email thread can be transformed into an opportunity for communication that feels more like the face-to-face interactions you might have in an office environment. 

Ask for advice

Proximity bias can put remote workers at a disadvantage when it comes to professional development.

For example, when leadership teams are working primarily in the office, in-person employees may be more likely to be top of mind when new opportunities arise. 

While your company is hopefully taking steps to address proximity bias already, you can help move your career forward by proactively seeking advice and mentorship from others at your company.

We often avoid reaching out to others for advice because we are afraid we might be bothering them or appear incompetent. 

However, studies show that asking for advice facilitates meaningful connections with our colleagues and also helps us make a positive impression on our mentors.

The secret to making hybrid work “work” is effective communication

Many of us have spent most of our professional careers working in an office space. It will take time to unlearn habits that no longer make sense and replace them with new ways of working.

Embracing asynchronous communication tools like Snagit will transform the way we work for the better.

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illustration of snagit's screen recording interface

Danielle Ezell

Danielle Ezell is a Marketing Content Strategist at TechSmith, where she writes about effective workplace communication, offering tips and strategies for using images and videos to collaborate more effectively in hybrid and remote environments.