How to make an engaging training video

Video is one of the most popular ways to deliver and consume content on the internet. That’s not going to change soon. Facebook, Twitter, and YouTube all encourage people to watch and share short, informal videos. Training video production can help you turn your content into engaging content. Your customers are looking for videos to solve their problems more than ever before. If fact, most users said that YouTube is important for helping them figure out how to do things they haven’t done before. So, it’s no secret that instructional video is important. And this makes customers particularly receptive to video as they try to learn your product or service.

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What is a training video?

A training video, whether an employee training video or customer training, is a video dedicated to educating viewers on a specific topic with the goal of teaching a skill or knowledge. Simply put, it’s video-based content that shows someone how to do something.

Why create training videos?

If you’re still wondering why you should even bother creating videos, here are a few key benefits you can get from creating videos:

  • Drive traffic to your website
  • Have your company show up in Google search results
  • Improve your customer satisfaction
  • Create smarter customers and users
  • Grow your business

How to make an effective training video?

The first thing to do when creating training videos is to select a useful, relevant topic. Nowadays people are incredibly quick to abandon videos that don’t provide the relevant information, so selecting a topic of interest and importance to your audience is critical. Define who your audience will be. Then develop a thorough understanding of your audience and their needs. Take time to do research that identifies the topics they’re most interested in or most need help with. Tailor your research methods to the location and size of your audience.

If your assignment is to train your customers, then you might conduct interviews with them. If you’re creating documentation for a larger audience, then a survey might be an ideal way to collect information. Consider the availability of online forums and other resources as a way to guide you as you refine your topic.

Narrow your topic to a single, focused idea. If you’re having trouble doing that, consider breaking it into two topics, with the second building on the first. A series is an excellent way to make training videos that are useful and easy to digest.

Explainer Videos, that make you business

Choose a format for your content

As you start to work on the video, consider the resources available, your timeline, and stakeholder expectations. Different types of training videos take different levels of time and effort to complete.


A screencast is a recording of your computer screen. If you are training people on a new software or computer system, this will likely be at least a part of your instructional video. Screencasts can range from informal to highly polished productions.


A microvideo is a very short video – five to fifteen seconds – that demonstrates a single process or idea. Sometimes microvideos don’t have narration but instead rely on visuals or text on the screen. This might be a good choice if you have a number of simple processes to teach that don’t take up enough time to warrant creating a longer training video.

Presenter video

For live training, consider recording it to create a presenter video. Then, you can edit the recording and use it as part of your learning program.

Demo video

If you’re training people on processes, a product demo video may be the right choice. In these videos, someone usually acts as a “host” and shows the viewers how a particular product, service, or process works. Many of the DIY videos on YouTube use this format.


Animated explainer videos use text and graphics to get their message across. They take some technical and artistic know-how to create, but they’re great for engaging your audience.

Interactive video

Interactive videos are a newer format. One way to think of these is like a “choose your own adventure” video where viewers are asked to respond to situations and then see how things play out depending on their decision. They can be a good way to get your viewers involved.

Script and storyboard

Training video production starts with the script. I’m sure when you think about your video a clear picture emerges in your mind. The scenes layout in order, the visuals are neat, and the words just need to be said aloud. Of course, if you go straight to recording your video without any prep work, it becomes clear that all of these things are not as organized and perfect as they appear in our imagination.

It just demonstrates the importance of getting those words, visuals, and scenes out of our minds and onto paper in the form of a script and/or storyboard. The first and most important prep task is to write a script. Start a document in your favorite word processor and start writing what you want to say.

If you’re doing a screencast or microvideo that involves screen recordings, go through the process you plan to show. It might help to think of how you’d explain the process if someone from your audience was sitting with you.

After scripting, create a storyboard. A storyboard demonstrates the visual sequence of the instructional video through simple sketches or images. Your storyboard shouldn’t take long to put together, and you don’t need to agonize over sketching anything beautiful.

Common mistakes, when making an instructional video


Once you’ve done all the prep work, you can start recording. You don’t have to be a video pro to get great video, either. Anyone can record an excellent screencast with just a little practice. And you probably have the technology in your pocket to record a great video if you’ve chosen to do a role-play or demonstration video.

Once you’ve recorded your footage, we can help you with the professional touch and edit your video. Professional training video production.


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