Tech 101

How to Make Training Videos in 6 Easy Steps

13 min read
Sep 14, 2021

What better way to pass along your knowledge and expertise than with a well-crafted video? Learn how to prepare for, storyboard, record, edit, and publish your own training videos with this in-depth guide.

Sierra RogersContent Writer

Whether you’re preparing to train new employees on a specific workflow or sharing your perfect bench press form with the world, one of the most effective ways to impart knowledge is through a well-crafted training video. 

However, creating your own training videos from scratch can be an intimidating task, which is why we’ve broken down the process into six manageable steps for you. 

Below, we’ll walk you through how to make training videos in six steps, with helpful examples and insider tips along the way. But before we jump into how to create instructional videos, let’s talk about why you should.

The undeniable benefits of video-based training

Gone are the days of in-depth employee training in a stuffy conference room over the course of several hours. Instead, today’s organizations are using a library of videos to give employees more control over the pace of their learning, as well as to save money and increase knowledge retention. 

Video training reduces costs for organizations: Microsoft, IBM, and Dow Chemical are just a few corporations that made the change to virtual learning to reduce the cost of employee training. In fact, when IBM moved half of its training programs to an eLearning format, they saved $579 million in the first two years. Curious what you could save by making the switch? Check out this ROI calculator.

Video training improves knowledge retention: It’s been proven that adding visuals and videos to your training content boosts knowledge retention rates; In fact, viewers claim they retain 95% of a message obtained via video. 

Video training improves content reach: Lastly, training resources are more accessible in video form. In a corporate setting, employees can find and watch training videos on the company’s intranet whenever needed. And if you’re an individual content creator, you can share your expertise with a much larger audience than what would be available to you locally.

Next, let’s break down how you can do that in six steps.

6 steps for creating effective training videos

1. Determine the topic and format of the video

The first step to creating an instructional video is to determine the topic and format of the video. Of course, this will vary greatly depending on your audience—training videos can be for corporate training, but also educational purposes, health and safety, or even fitness coaching.

Here’s an example of a training video that walks the viewer through different cricket technical batting techniques.

For this first step, spend some time brainstorming what information you’d like to share in your video. Keep in mind that the longer your video is, the less likely the viewer will be to finish it and retain all the key points. It’s best to keep the scope of the information relatively small and create additional videos if there is more you’d like to share.

Now is also a good time to decide on the format of your video. Do you need to do a physical demonstration, or does the information lend itself to a lecture? Think about whether your video should include a talking head, screen capture, PowerPoint slides, visuals and animations, or live-action footage.

Answering these questions as you’re brainstorming will help you refine the topic and format of your video:

  • What are the key takeaways I’d like the viewer to understand?

  • How can I best present the information?

  • Who is my intended audience?

2. Create a script and storyboard

Next, it’s time to put pen to paper and start writing your script and storyboarding your video. This step is essential, as it will help you avoid tedious edits later. Your script and storyboard can be created simultaneously—think of the storyboard as the visuals and your script as the message.

If you’ve never created a storyboard before, the idea is to sketch out a representation for each frame of your video. You don’t need to be an artist to accomplish this—there are templates and tools that make storyboarding a breeze.

A frame-by-frame breakdown of a video created in Miro

A frame-by-frame breakdown of a video created in Miro (Source)

Additional resources

Check out our idea management software directory for tools that can help you create storyboards.

As your storyboard begins to take shape, start drafting a script to follow while recording each frame. No matter your experience level with scriptwriting, if you follow the five steps listed below, you’ll have your video script ready in no time.

5 steps for writing a course video script

Additional resources

Check out "How to Make Course Videos: A 5-Step Guide" for more tips and insights like the ones in the graphic above.

3. Make sure you have the right tools

Certain equipment is a must-have before you can press record. Here's what you need before you jump into the video production process.

Camera and microphone

If you’re creating a video that mostly includes a talking head or a screencast, you really only need a computer with a webcam and a microphone.

But if your video will require live-action shots, you need a camcorder to capture the footage. You also need to consider whether you’re going to record audio to overlay on the footage during editing, or if you’re trying to capture the audio along with the live-action footage. Depending on what you decide, you may need a mobile recording device such as a clip-on microphone.

Computer and video editing software

Next, you’ll need a computer and editing tools so that you can refine and upload your video content.

When it comes to video editing, you have options. You can find many tools in our video editing software directory, including a handful of free options. Some computers include their own video editing applications, such as Windows Movie Maker.

If you are creating an employee training video, you might be better off using an eLearning platform with built-in course authoring features. With this kind of software, you can easily create presentation-style videos and add your own audio on top. You can also host all of the training videos you create in a library that’s conveniently accessible for your employees.

Creating a video with Thinkific’s course authoring software

Creating a video with Thinkific’s course authoring software (Source)

4. Record your video

By now, you should have a script, storyboard, and all the necessary equipment you need to create a great training video. So, ready, set… ACTION! Only joking; we’ll provide a few more tips before you hit record.

The next actions to take depend on the kind of video you are creating. For instance, if you’re recording a talking head or a live demonstration, make sure that the space you plan to record in has appropriate lighting and that the audio is coming in clear.

For more insight on recording the perfect talking head, watch this video tutorial from YouTube content creator Vic Barry:

If your video will feature mostly screen recording, make sure that you’ve prepared all of the content you’re planning on sharing. Make any final edits, and close out all unnecessary tabs and applications.

Additional resources

Check out our screen recording tool directory to find software that will make creating a video from your desktop a walk in the park.

No matter what kind of video you’re creating, we recommend recording a few test shots before you set out to capture the final footage. These shots will help you identify any tweaks you need to make to your environment, presentation, or even your outfit. It’s also important to record the entirety of your video at least twice so that you have alternative footage you can use if needed during the editing process.

5. Edit your video

Once you’ve recorded several takes of your video, the next step is to edit the footage. We’ll cover the basic steps in the video editing process below, but we recommend checking out the YouTube Creator Academy 7-step video editing guide for more specific guidance.

As mentioned in step 3, you need video editing software to accomplish this part of the process. Now, here’s our steps for editing your video content:

  • First, watch all of your takes. Note which takes are the best and if any are unusable. 

  • Upload the best takes into your video editing tool of choice. Arrange them in the sequence you’d like them to occur according to your storyboard.

  • Cut down your takes; remove any filler words, awkward pauses, or unnecessary parts. 

  • Add transitions between your cuts.

  • Add any desired title slides and text callouts.

  • Optional: Incorporate music or sound effects. 

  • Lastly, mix the audio. The basic idea behind mixing your audio is to make sure that your clips are at the same volume level. 

Easily review feedback from collaborative partners while editing videos in Vimeo

Easily review feedback from collaborative partners while editing videos in Vimeo (Source)

Before you call it a day, watch your video and make any necessary adjustments. If possible, have another person watch your video and provide feedback as well. Note how the audio sounds, if the transitions work well, and if the text callouts are positioned appropriately.

6. Publish the video

Finally, it’s time to export and upload your video to the platform of your choice. If your organization uses a learning management system (LMS), you can host your videos with other employee resources in the platform’s content library.

A content library in Tovuti where users can upload custom content

A content library in Tovuti where users can upload custom content (Source)

If you’re planning to upload your video to YouTube, you should export your file in an MP4 format with a frame rate between 24 and 60 fps. Other platforms you should consider uploading your video to include Hubspot, Vimeo, Facebook, and Vidyard.

Once your video is live, don’t forget to share it with your intended audience, either through social media, your company intranet, or direct communication.

Dreaming of creating your own video content? We’ve got you covered.

If you made it to the end of this article, that’s a sign that you’re interested in producing your own video content. The good news is that we have the resources you need to get started.

You can kick off your video production journey by browsing our video making and video editing software directories, where you can compare tools’ functionality and usability, as well as read reviews from real users like you.

Take a look at the related articles on our resources page:

About the author

Sierra Rogers

Content Writer

Hey there, I’m Sierra. I’m a Content Writer at GetApp. I bring you insights about the human resources industry. I studied at Baylor University and have worked in content for the past five years. Home base: Austin, TX; Things about me: I love fashion, baking, and growing my own veggies; The tech trend[s]/innovation[s] I think you should keep an eye on: Will offices of the future exist in virtual reality? If so, I hope the headsets are more comfortable.

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