How to Create Training Videos

In this tutorial, we take you through the entire process to create online training videos. From planning to producing, and everything in between.


Step 1. Choose a topic

It’s no secret that video based training materials are on the rise. And the first step when creating instructional videos is to plan out your topics and make a solid plan.

Start by choosing a topic that is focused on a specific task, workflow, or piece of content that your viewers need to learn. Consider the most common or critical tasks that they struggle with and start there. Make sure your topic is narrowly focused. Videos with a single, focused topic are easier to create and often make for more successful instructional content. Don’t hesitate to break up a video into multiple topics if you need.

Some common examples of step by step training videos include:

  • Workplace safety demonstrations
  • Employee onboarding
  • Patient intake procedures
  • Compliance protocols
five lightbulbs

Step 2. Create a storyboard and write a script

Once you've chosen a topic, create a storyboard to help visualize what you want to show. This doesn't need to be fancy, and some simple sketches or images will work just fine.

It’s also a good idea to write a script or basic outline of what you’d like to teach. Something as simple as a set of talking points is a good way to make sure nothing is left out when you record the video.

storyboard with hand drawn characters in each scene

Step 3. Capture your footage or record your computer screen

Collect any equipment, supplies, props, or tools you need for your video. For the example, in the video above, we used a tripod, a smartphone, and a smartphone clip to keep the camera steady.

Next, stage your recording space and make sure the area is well lit. 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. When the scene is set, use your storyboard and script to guide you through each step.

If you are recording your screen now is time do that. The Camtasia video editor makes it simple to record your video content and add it directly to the timeline.

iPhone on a camera mount


Step 4. Start your project and import the footage

With your footage recorded, you’re ready to jump into Camtasia. Open Camtasia and create a New Project.

There a few ways to bring footage into Camtasia. If you record your screen, Camtasia will automatically bring up a new project or add your recording the existing project you're working on. If you recorded with your smartphone, we suggest using TechSmith Fuse, which is a mobile app that lets you send images and video from your mobile devices directly to Camtasia and Snagit.

You can also transfer the media to your computer, and then import it by clicking the plus sign in the media bin and selecting Import Media. Then choose the files to add to your project.

Step 5. Arrange and edit your video

With all of your media in Camtasia, drag clips to the timeline and position them in the order you want them to appear in the video.

Trim excess portions of a clip by mousing over the edge and dragging. Cut from the middle of a clip by placing the playhead where the cut should begin, dragging the playhead to select the portion of the clip to remove, and then clicking the cut button.

Step 6. Add polish with an intro sequence

An intro sequence is a great way to brand your videos and display some initial information like the title and the series the video is a part of.

To do this, create some space at the beginning of the timeline by holding shift on your keyboard, and dragging the playhead. Then, open the media bin and select the Library tab. From the Motion Graphics - Intro Clips folder, drag an intro clip to the timeline.

Customize your intro clip by selecting it on the timeline and then editing the text and shapes in the properties panel. Enter text, choose a font, and change any colors or other settings for the shapes and text. If you don’t need one of the text boxes, you can double click to select it, and then hit delete. 

**To download all of the Library assets, visit

Step 7. Export and share your video

When you have the video the way you like it, you’re ready to export and share!

Click the Share button and choose Local File to export the video file to your computer. Or, use the other options to send your video to the web for instant sharing with others.

Camtasia share menu