ONGOING COVID UPDATE NOTIFICATION – From 19th July 2021, with the change to rules, we still wish to keep our team and Clients safe. With this in mind, we will now go back to offering of Onsite workshops and Training for those who prefer this type of training, on a Client request basis, for delivery from week commencing 13th September 2021. We will need to discuss individual requirements, situations, housekeeping and any other matters before we reserve any dates. For more information please contact [email protected]  

However, as a blended approach, and in particular due to feedback from existing Clients, we will still be running our evolving sessions of  our “Desktop Remote Share” Online Training via our Bitesize™ sessions which have proved very popular. To view our dynamic page of upcoming public intelliflo office agendas, please view here- informedtraining.co.uk/bitesize 

That said, we have found that some Clients are keen to purchase a  “bundle” of sessions at the same time, so to save you time, we can register those sessions for you, and set up one request for booking and payment. Simply contact us here with your Wishlist, or if you wish to know more email us here –  [email protected] 

We look forward to continuing to work safely with you all whichever method suits you. 

Public & Private Training

Learning to Suit You

At Informed Training we complete a thorough Training Needs Analysis with our Clients often in your live system, to truly understand your business and identify your needs. We base our analysis on a number of areas including:-

1.   Which systems do you currently have in place?
2.   How are you and your team using your current systems?
3.   Are there any areas that you are not utilising fully or could use better?

We ask you to allow us to take a tour of your system by way of your  Complementary CRM Health Check (similar concept to your FactFind or Discovery session but for Technology). By the end of the session we should all understand at high level, the key areas you may need help with. We analyse our findings and recommend a suitable Training solution if required. We can direct you to the “Public” Bitesize menus (Agendas) which may best suit your requirements, or design a bespoke Training session/s for you if this would be more beneficial. We base this on your requirements and confirm your objectives, expected outcomes, user experience, preferred learning styles, the timeframe available and an appropriate pace. Benefitting from many years of practical experience, we at Informed Training can help you decide the best learning approach suited to your needs and budgets.

The Training delivery options include:- 

  • “Private” Bespoke Online – One to One Company (Ideally up to a maximum of 8 delegates) – interactive Online desk top share Training – we work with you in your live system, on your live case studies and give as much as possible control of the mouse to the attendees.
  • Public” Group Online – Group sessions with set “Bitesize” agendas – a menu with a mix and match approach – choose from specific topics, depending on your preference, need and availability. We work in a “live” general Training system.
  • * “Private” Bespoke  Onsite Training  – Workshop approach with Privately bespoke agendas. Delivered either at your office, or an external venue agreed. Duration is usually a full day 10am to 4pm. We work  in your live system (Live case study). *Currently not available due to Covid – but we will bring back onboard as soon as safe to do so.
  • “Public Classroom Training”  – We offer set agendas to choose from –  mix and match depending on your preference and availability. Working in a live system and again, we hope to bring back onboard as soon as safe to do so.

Housekeeping – Online Public & Private Training sessions

Numbers of delegates attending: – This is dependent on the elements to be covered and the simplicity or complexity of the detail required. However, we try and limit the numbers to a maximum of 12 delegates for Public and 8 delegates for Private.

Duration – Online – Up to a maximum of 1 hour for “Public Bitesize” and agreed time frames with breaks for Private sessions (often not more than 2 hours at a time with a break).

Elements to cover – See our “Bitesize” menus updated regularly for our Public TrainingBiteSize Online Training Menu – IO. (Please ensure you read the “What you need to know” and “Cancellation” policy before registering which can be found here:- Objectives, Who should attend, What you need to Know and Cancellation Policy

Bespoke Training is designed with the Clients following a Training Needs analysis (Complementary CRM Health Check (Discovery session) as described above.  I wish to reserve a no cost CRM Health Check

Interaction for Online sessions  – Questions by chat, either privately with Trainer and/or to all attendees. Desktop sharing in a live system.

Webcam is not used in “Public” sessions, as we share desktop screens and it can reduce the bandwidth. It can be switched on for “Private” sessions depending on numbers attending and the quality of the bandwidth (we will  agree beforehand your preference).

Online Sessions are great to cover a particular topic, or several areas broken down into Bitesize segments. These include  “How do I” sessions specifically to achieve a particular goal. For “Public” sessions we focus on less complex areas, due to the nature of  remote learning, but provide role based specific hints, tips to use for your role, and share good practices throughout. We can go into more granular detail if required with a “Private” session.

Full day onsite Training is currently suspended in relation to Covid 19, but when it returns, commences at 10am and finishes at 4pm and includes hands on approach for delegates who carry out practical exercises on their live system. Work books are provided to carry out practical exercises based on an agreed case study relevant to Clients in their live system.

The maximum number of delegates per day is 8, to ensure they fully benefit from the day.


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