Tag: digital-marketing

  • Workflow Automation for Beginners (and Why L&D Pros Should Care)

    Workflow Automation for Beginners (and Why L&D Pros Should Care)

    If you’ve never heard of workflow automation, don’t worry—you’re not alone. The phrase sounds like corporate jargon, but at its heart, it’s simple: workflow automation means teaching your tools to do the boring, repetitive steps for you—automatically.


    What Is Workflow Automation?

    Imagine you’re making coffee. Normally, you grind beans, fill the filter, measure water, press a button, and wait. Now imagine a smart coffee machine that handles everything the moment you stumble into the kitchen. You just pour your cup.

    That’s what automation does for digital work. Instead of you downloading files, copying text, or sending the same email over and over, your tools do it in the background.

    • Without automation: You export a training survey from one tool, clean it in Excel, upload it to another. Repeat.
    • With automation: The moment someone submits the survey, it flows into the right spreadsheet, cleaned and ready. You never touch it.

    It’s not magic or coding. It’s just connecting your apps so that when this happens, do that. And it frees you up for the work humans are best at—designing, teaching, and coaching.


    Tools That Make It Possible

    The good news: you don’t need to be a programmer. A few popular workflow automation tools handle the connections for you:

    • Zapier – user-friendly, connects 7,000+ apps, perfect for beginners.
    • Make – more advanced, great for visual builders who like flexibility.
    • Microsoft Power Automate – especially good if your org already runs on Microsoft 365.

    Pick one, connect your favorite apps, and you’re off to the races.


    5 Smart Things L&D Pros Can Automate

    1. Learner Data Collection → Live Dashboards

    Web form responses (Google Forms, Tally.so, etc.) flow straight into Google Sheets and update a Looker dashboard in real time.

    👉 Result: You see live learner data without touching Excel at 11 p.m.

    2. Personalized Follow-Ups Without Copy-Paste

    Gmail sends tailored follow-ups based on form responses or quiz scores.

    👉 Result: Every learner gets the right nudge, and you never retype a message.

    3. Training Sessions That Build Their Own Resource Hubs

    Adding a session to Google Calendar triggers Drive to create a folder, load templates, and share the link in the invite.

    👉 Result: Every session comes pre-packaged with resources, ready to go.

    4. Feedback That Doesn’t Sit in a Drawer

    Survey responses drop into Sheets, where low scores trigger an alert to your inbox. Positive comments flow into a “wins” log.

    👉 Result: You act on feedback immediately, not after the program is over.

    5. Automatically send a drip campaign

    A workflow tool captures the learner’s email and automatically starts them in a spaced drip campaign to support and enhance your learning goals.

    👉 Result: The learning mpaign runs in the background without you needing to lift a finger.


    How to Get Started

    1. Pick your biggest annoyance. Maybe it’s exporting survey data or remembering to send follow-up emails.
    2. Choose a tool. Zapier, Make, or Power Automate are all safe bets.
    3. Set up a trigger. Example: When someone submits a Tally.so form…
    4. Add an action. Example: …then add the response to Google Sheets.
    5. Test it. Run it once, check your sheet or inbox, and confirm it works.
    6. Expand gradually. Once you’ve nailed one workflow, chain a second step (e.g., “and then email the learner a thank-you”).

    A Visual Starter Map

    Here’s what your very first automation could look like (easy to turn into a simple diagram for the blog):

    [ Tally.so form submitted ] 
            ↓ 
    [ Google Sheets row created ] 
            ↓ 
    [ Gmail sends confirmation email ]
    

    That’s it: trigger → action → action. Three steps, no coding, and you’ve saved yourself hours of repetitive admin.


    Why It Matters

    Automation doesn’t replace the human side of L&D. It protects it. By clearing away the repetitive chores, you get more space for the creative, relational, and strategic parts of your job.

    Here’s the rule of thumb: if you catch yourself doing the same task for the third time—downloading, pasting, renaming—it’s a candidate for automation. Set it once, and let your tools work for you.


    If your in or near the central Ohio area, I’ll be leading a session on all this stuff September 9 at the Central Ohio ATD Annual Conference. Come join us!

  • Stop Creating Content From Scratch: The L&D Strategy That Marketing Has Perfected

    Stop Creating Content From Scratch: The L&D Strategy That Marketing Has Perfected

    Your employees waste nearly 10 hours every week hunting for information they need to do their jobs. (1) That’s more than a full workday spent searching instead of performing.

    But here’s the counterintuitive truth: The problem isn’t too little content. It’s too much.

    While L&D teams scramble to create more content, smart organizations have discovered a different path. They’ve stopped building everything from scratch. Instead, they’re mastering content curation—the strategic art of finding, filtering, and delivering exactly what learners need, exactly when they need it.

    And they’re stealing proven strategies from an unexpected source: marketing teams who solved this problem years ago.

    The Marketing Blueprint L&D Should Copy

    Content marketers cracked the curation code long before L&D recognized the challenge. They learned to navigate information abundance, engage distracted audiences, and drive behavior change through strategic content selection rather than endless creation.

    Their secret? Understanding that curation isn’t about collecting links—it’s about becoming the trusted filter that transforms noise into signal.

    Bersin by Deloitte captured this perfectly: content curation is “the art/science of identifying the best information for the organization and providing context and order to it.” But marketing teams operationalized this definition through systematic processes that L&D can adapt immediately.

    The CURATED Model: Your Systematic Framework

    Every great learning professional already has the soul of a curator. When you design courses, you’re sifting through information, selecting the best pieces, and serving them in digestible formats. That’s curation—you’ve been doing it without realizing it.

    The challenge lies in making this process systematic and scalable. That’s where the CURATED model provides your roadmap to curation mastery:

    • C – Clarify learning objectives based on needs assessments and goals
    • U – Unearth relevant content via research, recommendations & user-generated sources
    • R – Review and refine content for relevance, accuracy, engagement & diversity
    • A – Arrange content systematically into logical categories, sequences & integrations
    • T – Transform the presentation for the delivery platform & optimize user experience
    • E – Engage learners through interactivity, feedback loops & social learning
    • D – Develop & deliver curated content while incorporating ongoing reviews & feedback

    This model takes the guesswork out of curation while incorporating the best practices that marketing teams have perfected. The framework is flexible enough to work for any content type—articles, videos, podcasts, interactive tools—while ensuring you create customized learning experiences that meet genuine learner needs.

    Marketing Connection: Notice how this mirrors marketing’s audience-first approach. Just as marketers start with buyer personas and customer journey mapping (Clarify), then source content strategically (Unearth), L&D professionals can apply the same systematic thinking to learning outcomes.

    The contextualization step distinguishes professional curators from content collectors. As Robin Good explains:

    “In times of information super-abundance, people look for trusted, expert guides who provide ‘intellectual binoculars.’”

    You’re not just finding content—you’re serving as that trusted guide who helps learners understand why specific information matters, how it applies to their work, and what they should do next.

    Marketing teams excel at this through editorial calendars that map content themes to audience needs throughout the year. L&D can steal this approach by creating “learning calendars” that align curated content with business cycles, product launches, and seasonal skill demands—perfectly supporting the Transform and Engage steps of the CURATED model.

    Why Curation Outperforms Creation

    Smart L&D teams have discovered what marketing proved years ago: strategic curation beats content creation across every metric that matters.

    Speed Advantage in Fast-Moving Markets

    Content creation requires months. Curation requires days.

    This speed difference becomes critical when expertise exists outside your organization. New technologies, regulatory changes, emerging methodologies—external experts often know more than your internal team. Curation lets you access that expertise immediately rather than waiting for lengthy development cycles.

    Learning Cafe’s research confirms this advantage: 38% of L&D professionals report that curation delivers high-quality content significantly faster than traditional development.

    Marketing teams measure “time-to-publish” as a core metric, often achieving dramatically faster deployment through curation versus creation. L&D teams can adopt similar velocity tracking to demonstrate speed-to-competency improvements.

    Engagement Through Diversity

    Curated content naturally incorporates multiple perspectives, formats, and teaching approaches that single-source materials can’t match.

    Industry leader videos. Research-backed articles. Practitioner podcasts. Interactive tools from innovative companies. This variety creates richer learning experiences while exposing learners to external best practices your organization might miss.

    Marketing teams master this multi-format approach because they understand audience engagement increases when content flows through varied channels and formats. They’ve perfected repurposing strategies that L&D should adopt immediately.

    Personalization That Scales

    Unlike generic off-the-shelf content, curation enables personalized learning pathways addressing specific challenges and goals.

    Filtered’s research reveals compelling learner preferences: in 92% of cases, reviewers preferred structured pathways over simply relevant content.

    People want thoughtfully curated experiences, not random resource collections.

    This preference creates opportunity. Learning Cafe’s survey found that organizations implementing content curation report 42% of benefits come from driving continuous learning behaviors—fundamentally shifting from episodic training events to embedded learning culture.

    Transform L&D Into Internal Marketing

    The most successful L&D teams recognize a fundamental truth: they’re internal marketers who must “sell” learning to busy employees competing for attention across multiple priorities.

    Learning Cafe’s survey of 100+ L&D professionals reveals this transformation’s scope:

    81% have adopted content curation as part of their learning strategy, while 78% believe L&D should develop curation as a core professional skill.

    Think Audience-First, Not Content-First

    Marketing’s greatest lesson for L&D is audience obsession. Top content marketers develop detailed buyer personas including pain points, preferred formats, and consumption behaviors.

    L&D professionals should create equally detailed “learner personas”—but most stop at job titles and skill gaps. Effective learner personas map:

    • Consumption patterns: When, where, and how they prefer learning
    • Workplace challenges: Specific problems they need to solve
    • Motivation triggers: What drives them to engage with content
    • Format preferences: Visual, audio, text, interactive, or mixed media
    • Application context: How they’ll use new knowledge in their roles

    Case Example: Instead of creating generic “sales manager” content, develop personas like “Remote Sales Manager Sarah”—manages distributed team, prefers 10-minute video updates during commute, struggles with virtual team motivation, needs immediately applicable techniques for next team call.

    Master Agile Response to Learning Needs

    Business environments demand employees who adapt quickly. Traditional development cycles can’t keep pace.

    Marketing teams excel at rapid content response to trending topics and audience needs. Their ability to quickly identify, curate, and distribute relevant content during critical moments provides L&D’s blueprint for just-in-time learning support.

    L&D professionals must become skilled information architects who filter signal from noise.

    Scale Through Employee Curator Networks

    Rather than centralizing all curation responsibility, successful L&D teams train subject matter experts (SMEs) throughout the organization to become content curators for their domains.

    This mirrors marketing’s employee advocacy programs, where team members become brand ambassadors and content sources. The approach transforms knowledge sharing from centralized bottleneck into distributed capability that grows organizational learning capacity.

    Implementation Strategy: Start with one SME per function who commits to curating one pathway monthly. Provide templates, quality criteria, and success metrics. As SMEs develop curation skills, they train others in their departments, creating sustainable knowledge-sharing systems.

    Your 90-Day Curation Launch Plan

    Content curation represents L&D’s future competitive advantage. Here’s your systematic implementation approach using proven marketing strategies:

    Phase 1: Foundation (Days 1-30)

    Week 1-2: Build Learner Personas

    Create comprehensive profiles beyond job titles. Interview 5-10 learners per major role to understand consumption patterns, workplace challenges, and format preferences. Document when, where, and how they prefer learning.

    Week 3-4: Establish Quality Framework

    Define content evaluation criteria: relevance to business goals, source credibility, recency, actionability, and format quality. Create simple scoring rubric for consistent evaluation across curators.

    Phase 2: Pilot Programs (Days 31-60)

    Week 5-6: Launch Single-Topic Pilot

    Choose high-priority skill area where external expertise exceeds internal knowledge. Create structured pathway with 5-7 curated resources, including contextualizing commentary explaining relevance and application.

    Week 7-8: Deploy Multi-Channel Distribution

    Test different delivery methods: email newsletters, Slack channels, learning platform integration, and social networks. Track engagement across channels to identify optimal distribution for different learner segments.

    Phase 3: Scale and Optimize (Days 61-90)

    Week 9-10: Train SME Curators

    Select one subject matter expert per key function. Provide curation training, templates, and success metrics. Have them create their first pathway with your support.

    Week 11-12: Implement Marketing Analytics

    Track engagement rates, application behaviors, and content lifecycle performance. Use data to optimize curation frequency, format mix, and distribution timing.

    Advanced Strategies for Ongoing Success

    Content Repurposing Systems:

    Transform high-value curated pieces across multiple formats—summary emails, discussion prompts, workshop materials, quick-reference guides.

    Editorial Calendar Integration:

    Align curated content with business cycles, product launches, performance review periods, and seasonal skill demands.

    A/B Testing Protocol:

    Test different curation approaches, contextualization styles, and distribution frequencies to optimize engagement and application rates.

    The Curation Imperative

    Organizations mastering content curation today will lead workforce development tomorrow. Skills’ half-lives continue shrinking while change accelerates. Your ability to curate, contextualize, and deliver relevant learning experiences efficiently—using proven marketing methodologies—determines your impact as an L&D professional.

    The question isn’t whether content curation will become essential to L&D. Marketing teams have already proven its effectiveness at scale. The question is whether you’ll develop this capability before your competition does.

    Your learners are drowning in content chaos while struggling to find what actually matters. Stop adding to the flood. Become their trusted guide to exactly what they need, exactly when they need it.

    Start small. Test systematically. Scale strategically.

    The future of L&D belongs to master curators.


    1 – Multiple reputable sources (Glean, WoodWing, Valamis) cite a McKinsey figure of 1.8 hours per day (~9.3 hours/week) spent by employees searching for information—though I’m still tracking down the original McKinsey report for full citation.

  • Friday Finds — 12 Prompts of Xmas, AI-Enhanced Learning, Automation Made Simple

    Friday Finds — 12 Prompts of Xmas, AI-Enhanced Learning, Automation Made Simple

    Sign up here to get Friday Finds in your inbox every Friday.

    “If the only prayer you said was thank you, that would be enough.”
    ― Meister Eckhart

    I hope you’re enjoying some holiday cheer and recharging your batteries before we dive headfirst into the new year! You might notice a few more layout design updates here. Speaking of which, my New Year’s wish (let’s call it a wish, not a resolution!) is that all the tech involved in getting this newsletter to you plays nice with your inbox. I’m looking at you, Outlook! 🤞 Let’s hope for a smooth and glitch-free 2025! (Please reply and let me know if you see any issues at all.)

    Happy New Year!

    Thanks for reading!


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    🎶 What I’m Listening To

    These are my most-played songs of 2024​

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    ​Behavioral Scientist’s Notable Books of 2024


    📰 News & Notes

    The 12 Prompts of Christmas

    Rundown: Dr. Philippa Hardman has released “The 12 Prompts of Xmas,” a guide offering 12 AI power prompts tailored for instructional designers.

    The Context:

    • After a year of integrating AI into instructional design, Dr. Hardman shares practical prompts to streamline content creation.
    • The guide is available for free, encouraging widespread adoption among educators and designers.
    • It reflects a growing trend of utilizing AI to improve educational materials and methodologies.

    Why it Matters: As AI continues to influence instructional design, resources like these empower professionals to effectively incorporate AI tools into their workflows, enhancing educational experiences and outcomes.


    Does ChatGPT enhance student learning? Meta-study surprises!

    The Rundown: A recent meta-study reveals that ChatGPT positively impacts various aspects of learning.

    The Context:

    • Academic Performance: Students using ChatGPT showed significant improvements, though it’s unclear if this is due to the AI’s assistance or the quality of its content.
    • Motivation and Engagement: The AI tool positively affected students’ motivation and emotional engagement.
    • Higher-Order Thinking: There was a notable enhancement in students’ self-reported critical thinking abilities.
    • Cognitive Load: ChatGPT use led to a significant reduction in mental effort, indicating less cognitive strain.

    Why it Matters: This study suggests that ChatGPT can be a valuable educational tool, improving student performance and engagement without overwhelming them. While it shows promise, further research is needed to determine how it affects students’ confidence in their own abilities.


    Zapier AI Tutorial for Beginners: Automation Made Simple

    The Rundown: If you haven’t explored AI-powered automation tools like Zapier, you’re missing a golden opportunity to improve and simplify your workflows. Kevin Stratvert breaks down how Zapier connects apps like Gmail, Google Forms, and Slack to automate repetitive tasks.

    The Context:

    • Zapier’s AI feature lets you describe workflows in plain language, automatically generating the necessary automation—no coding required.
    • The tutorial offers clear, step-by-step guidance, making it perfect for beginners.
    • By integrating everyday apps, Zapier helps you boost productivity and efficiency with minimal effort.

    Why it Matters: AI tools like Zapier are revolutionizing how we manage tasks, putting advanced automation within reach for everyone. This tutorial is your key to unlocking time-saving processes, letting you focus on what really matters.


    Creating a fantastic eLearning course starts with the right tools!

    If your 2025 training plans include creating new courses, you may want a new eLearning authoring tool to help you reach your goals. Evaluate your options like a pro and find the ideal alignment with these tips!

    🧰 Tech Tools & Tips

    If tools are your jam, check out my ​Work Smarter newsletter​.

    Pitch Rooms

    Pitch’s new ‘Rooms’ feature allows you to centralize and share decks, links, documents, videos, and more in a single location with valuable analytics to track engagement, etc.

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    Headline Analyzer

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    Marketing Secrets for L&D Pros

    Join our LinkedIn group to learn how to create engaging learning experiences. Connect with L&D pros, discover marketing insights, and elevate your training strategies. Join Now!

    🎧 Podcast

    This is the conversation that caught my ear this week. You can find previously featured podcasts in my ​Friday Finds podcast playlist​.

    The skills super-communicators use (& how you can learn them)

    Pulitzer Prize-winning journalist Charles Duhigg explores the concept of “supercommunicators”— people adept at forging deep connections through conversation. He asserts that these skills can be cultivated by anyone willing to practice specific techniques.

    🧳 Where’s Mike?

    If you or your event needs a speaker or workshop that is highly interactive and super practical, we should talk.


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