The Virtual Subject Matter Expert


Advanced skills for delivering training online

how to coach smes

This series of virtual training sessions is designed to help Subject Matter Experts (SMEs) understand their dual roles in the virtual training environment: expert and facilitator of learning. While working on real-life training content, participants will practice presenting content, facilitating group discussion, and setting up and debriefing exercises.

This workshop is based on the book Effective SMEs: A Trainer’s Guide for Helping Subject Matter Experts Facilitate Learning, which was co-authored by Dale Ludwig and Greg Owen-Boger, Turpin’s leadership team.

Experience Level

Medium to High

Overview

Duration: 5 3-hour sessions
Maximum Enrollment: 6
Number of Instructors: 2
Location: Client’s virtual platform or Turpin’s Zoom

Degree of Coaching

High: Coaching occurs in the main classroom, private video-review coaching takes place in a virtual breakout room and follows most in-class exercises

Intended For

Subject Matter Experts (SMEs) asked to deliver training in the virtual environment

The Virtual Subject Matter Expert

Advanced skills for delivering training online

Throughout this series of virtual sessions and on-demand modules, participants apply the principles of The Orderly Conversation® to their own real-life virtual training content.

Participants will learn to

  • Understand their dual role as experts and as facilitators of learning
  • Engage attendees in a comfortable, flexible learning conversation
  • Manage nervousness and gain self-awareness
  • Frame the training using a simple strategy so that learners understand direction, purpose, context, and why they should participate
  • Be clear and concise
  • Create (or modify existing) visual aids to support key messages
  • Deliver visuals effectively and manage learner focus
  • Weave in stories to enhance engagement
  • Think on their feet and facilitate fruitful interactions with attendees
  • Use virtual tools, including video, to enhance learning and maximize engagement
  • Bring out reluctant or disengaged learners
  • Set up, run, and debrief learning activities
  • Lean on a host to manage technology on the back end

Additional Post-Workshop Skill-Reinforcement Option

In addition to the skill-reinforcement resources included in eCoach, consider these options:

Manager Support Program: Managers play a critical role in helping employees apply what they learn in class to the situations they face outside of it. To help managers support the learning, and when appropriate to do so, we provide guidance for setting expectations prior to the workshop and for providing support after.

Dress Rehearsal Coaching: To help workshop participants succeed, especially when the stakes are high, consider adding post-workshop coaching. These sessions (conducted virtually and treated like a dress rehearsal) are an excellent way to prepare for the next big training session. Individuals always work with one of the instructors from their workshop to ensure continuity and mutual trust. Additional fees apply.

Communication Training Yields Business Results

We believe that business communication training must focus on business results: making work easier, employees more successful, workplaces more cooperative, and goals more attainable.

Getting Business Done and Growing Leadership Capability: Everything we do is designed to help people get business done and grow their capabilities. While a particular workshop may focus on a specific business goal—closing a deal, making a decision, learning something new, or gaining alignment—every workshop is designed to help the participants be more comfortable, effective, and confident communicators. When employees communicate more effectively, leadership capability increases and careers advance. This brings positive results to your team and company.

Get the Conversation Started

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Workshop Tailoring

During the tailoring process, Turpin modifies the workshop to meet the specific needs of the business and each individual attending the training. If you use dedicated hosts, they can participate in the training as well. At times they will observe; at other times, they will take an active role.

Skill Reinforcement

eCoach is our skill-reinforcement program. It’s designed to help learners apply what they’ve learned to the situations they face outside of the classroom. Resources vary depending on client needs. Most sessions include a self-assessment and other pre-work, on-demand videos, job aids, class recap letter, personalized coaching snapshots, blog articles, and more.

virtual sme training


Related Resources


Magazine Article 
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