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A Partnership Between Training and Marketing Premium Content

Wednesday, November 02, 2011 - by Rebecca Doepke, Shelley Gaynes

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The human resources and training departments are common partners in corporate initiatives. It is also not uncommon for marketing and sales to join forces to meet certain business objectives. However, most companies overlook the culture benefits that come when training and marketing work hand-in-hand.

Marketing personnel have the inside track on your customer base. They are the experts when it comes to launching new products, highlighting promotional campaigns, and communicating your brand. Marketing gets your message and information out to your customers and the marketplaces you serve.

The training department is the staff development hub of most organizations. It assesses staff learning needs; identifies training objectives; designs, develops, and delivers curriculum, and understands how the employees learn.

The general problem

Every company has a lot going onwhether its a training course, marketing campaign, or strategic initiative. One thing is certainchange is constant and the economy continues to present new challenges. Everyone does their best to stay on top of everything, but weve likely all experienced frantic phone calls from employees or departments that didnt know about a new promotion or campaign.

A deeper partnership between marketing and training can help keep communication open so everyone knows whats going on in the company. Lets look at a marketing campaign as an example.

Assess

Every marketing initiative begins with a strategy. A goal is defined with desired outcomes and end results. The strategy for training initiatives is similar. In the assessment phase, learning professionals identify who the learners are, the knowledge and skill gaps that exist, the delivery options, and the projected timelines for completion.

The partnership between marketing and training should expand the assessment phase to include discussion on how to

  • get staff excited about the marketing initiative and create buzz
  • make sure staff understands the strategy behind the campaign and its deliverables
  • understand the effect on customers and day-to-day work
  • use the tools and resources from marketing to connect and engage customers
  • leverage these tools and resources to deepen relationships, create sales lift, and achieve the desired results.

Design and develop

With this insight, training personnel can craft the learning objectives, align staff development needs, and begin to design the content. Keeping in mind that each element of the instructional design plan is targeted to develop employees to attain the marketing initiative goals, the training staff should develop the content and write the curriculum, while marketing also conducts a write, review, and edit process. This will ensure the content is on track with the goals and desired outcomes of the marketing initiative.

Once the content is finalized, it can be turned over to marketing for brand and creative. We all know that there are too many handouts and binders sitting on shelves collecting dust. Content can be right on, however the look and feel of it needs to be visually compelling and should match your brand. If participant materials are not going to be utilized as a point of reference, they are a waste of development time and resources. Consider the concept of branding and packaging learning materials to match the marketing initiative, containment systems, menus, books, guides, or brochure type pieces for your learners.

Deliver

Its time to train! Never underestimate the importance of bringing staff together to learn. Projects, meetings, and staff availability can create challenges when it comes to scheduling training. However, the length of your training session isnt always a full-day event, and virtual classrooms allow us to do everything we usually do in the face-to-face classroom without the travel or commute. Saving time and money is a big bonus.

Coach and follow up

Once the campaign has launched and your managers are coaching their staff, marketing and training personnel can offer support. Training staff can coach the managers on coaching and marketing staff can make follow-up calls or visits to interact with employees and customers. This collaboration will help to collect feedback to find out whats working, likes and dislikes, and any other support employees may need.

The debrief is just as important as the assessment, design, development, and delivery of the curriculum. Schedule a time to talk about what worked well, how staff and customers responded, and the results. Staying connected throughout the process will support the relationship and build collaboration going forward.

Theres more

This partnership is not limited to the marketing campaign example. Keep in mind that every training program and learning initiative presents an opportunity for the right learning materials. Traditionally employee and participant guides or handouts have been text heavy and oftentimes lack energy. Use your new marketing partner to create the look, image, and brand for all of your training materials.

The partnership between marketing and training unites the team in working toward a common vision. Team alignment is an important factor in successfully moving an organization forward. The new partnership will foster teamwork, improve communication, and inspire your employees.

A Partnership Between Training and Marketing

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Authored By:

  • Author
    Rebecca Doepke
  • Author
    Shelley Gaynes
    Shelley Gaynes is the president of Gee Wiz, an Atlanta-based executive coaching and training firm. She has extensive experience in working with sales and customer service organizations and teams. Currently, she serves on the board of directors of The Georgia Coach Association, and is an ACC certified coach..