How to Plan an Employee Training Video Series

Choose the task before choosing the runtime

List what employees need to do, where mistakes happen and which steps benefit from a demonstration. A task that needs frequent reference may work better as a short standalone module than as a section buried in a long induction film.

Use a clear outcome such as “submit a complete expense request” rather than “understand administration.” The first can be demonstrated and checked. The second is too broad to guide a useful script.

Separate stable principles from changing details

Company values and general process explanations may remain useful for a long time. Software screens, names, forms and contact details may change more often. Put changeable material into sections that can be replaced without rebuilding the entire series.

Before filming a screen demonstration, decide which version is being shown and use suitable example information. Do not expose real customer, employee or financial records in the recording.

Give every module a consistent structure

Start with the task and any prerequisites, show the steps in a sensible order, then summarize the expected result. Explain common errors at the point where they occur instead of collecting unrelated warnings at the end.

• Title and intended task.
• What the employee needs before starting.
• Demonstration with clear narration.
• A typical mistake and how to recognize it.
• The completed result and where to find help.

Assign reviewers before production

The person who performs the work and the person responsible for the process should help confirm the outline. Agree who approves accuracy, terminology and the final demonstration. Resolve conflicting instructions before the camera records them.

Test a draft with a representative learner where practical. Ask them to explain what they would do next. If the answer is unclear, revise the explanation rather than assuming that a polished image makes the instruction sufficient.

Plan publishing, access and updates

Choose where the videos will live and who can update them. Include captions, transcripts or supporting documents in the scope where needed. Give files meaningful names so employees can find the relevant task.

Keep a record of the version, approval date and responsible owner. When a process changes, review the affected videos and remove or replace outdated versions at their publishing location. A new export alone does not fix an old link used by the team.