Developing Training Programs for Clients

I was just 23 and lacked experience. So how did I create a training program worth $1 million? My secret was working backward. I was the training supervisor for a call center. My task was to create a sales training program to help our customer service reps increase upselling. Most trainers work forward on projects like this: 1. Create content 2. Hope it gets used 3. Imagine it will lead to some result It's all very squishy. Working backward is more concrete. It focuses on the business goal and analyzes what it will take to get there. 1. Identify the business goal 2. Analyze what it takes to achieve it 3. Design specific training to close the gap Here's what that looked like for my upsell project: The business goal was a sales target. From there, I had to analyze what our customer service reps were doing (or not doing) that prevented us from selling more. I poured over the performance data. Then, I spent time with our top reps, our low-performing reps, and a few reps in the middle. This analysis allowed me to design a simple training program that targeted the reps' specific needs. It was just 30 minutes long, and was supported with tools and job aids that made it easier for reps to make sales. The customer service team did great! Our upsell program generated over $1 million in annual revenue. My training program wasn't cutting-edge. It didn't incorporate the latest learning theories or technology. It was actually pretty basic. It got results because I designed it by working backward.

You know that sinking feeling… Someone interrupts your carefully prepared presentation with “But what about...?” and raises a point you never considered. Everyone is looking at you, and you feel the weight of the world on your shoulders. In that moment, the idea or solution you’ve been presenting weighs in the balance. Address the resistance well, and your idea will likely be adopted with even more optimism than before. Address it poorly, and your idea is as good as gone. Here’s a quick overview of my “RAP” formula that you can use in these moments to turn blindside objections into “aha” moments. 1. R: Recognize the type of resistance you’re facing: - Logical resistance (conflicting data or reasoning) - Emotional resistance (values or identity challenges) - Practical resistance (implementation concerns) 2. A: Address it proactively in your presentation: - For logical resistance: Acknowledge competing viewpoints before they’re raised. "Some might point to last quarter’s numbers as evidence against this approach. Here’s why that perspective is incomplete..." - For emotional resistance: Connect your idea to their existing values. "This initiative actually strengthens our commitment to customer-first thinking by..." - For practical resistance: Demonstrate you’ve considered the real-world constraints. "I know this requires significant change. Here’s our phased implementation plan that accounts for..." 3. P: Provide a path forward that transforms resistance into alignment: - Give them space to voice concerns (but in a structured way) - Incorporate their perspective into the solution - Show how addressing their resistance actually strengthens the outcome The most powerful thing you can say in a presentation isn’t "trust me", it’s "I understand your concerns." When you genuinely see resistance as valuable feedback rather than an obstacle, you’ll find your ideas gaining traction where they previously stalled. #CommunicationSkills #BusinessCommunication #PresentationSkills

Leading change isn't just about having a compelling vision or a well-crafted strategy. Through my years as a transformation leader, I've discovered that the most challenging aspect lies in understanding and addressing the human elements that often go unnoticed. The fundamental mistake many leaders make is assuming people resist change itself. People don't resist change - they resist loss. Research shows that the pain of losing something is twice as powerful as the pleasure of gaining something new. This insight completely transforms how we should approach change management. When implementing change, we must recognize five core types of loss that drive resistance. * First, there's the loss of safety and security - our basic need for predictability and stability. * Second, we face the potential loss of freedom and autonomy - our ability to control our circumstances.  * Third, there's the fear of losing status and recognition - particularly relevant in organizational hierarchies.  * Fourth, we confront the possible loss of belonging and connection - our vital social bonds. * Finally, there's the concern about fairness and justice - our fundamental need for equitable treatment. What makes these losses particularly challenging is their connection to identity.  When change threatens these aspects of our work life, it doesn't just challenge our routines and who we think we are. This is why seemingly simple changes can trigger such profound resistance. As leaders, our role must evolve. We need to be both champions of change and anchors of stability.  Research shows that people are four times more likely to accept change when they clearly understand what will remain constant. This insight should fundamentally shift our approach to change communication. The path forward requires a more nuanced approach. We must acknowledge losses openly, create space for processing transition and highlight what remains stable. Most importantly, we need to help our teams maintain their sense of identity while embracing new possibilities. In my experience, the most successful transformations occur when leaders understand these hidden dynamics. We must also honour the present and past. This means creating an environment where both loss and possibility can coexist. The key is to approach resistance with curiosity rather than frustration. When we encounter pushback, it's often signaling important concerns that need addressing. By listening to this wisdom and addressing the underlying losses, we can build stronger foundations for change. These insights become even more crucial as we navigate an increasingly dynamic business environment. The future belongs to leaders who can balance the drive for transformation with the human need for stability and meaning. True transformation isn't just about changing what we do - it's about evolving who we are while honouring who we've been. #leadership #leadwithrajeev

Before I codified this, one loud voice could hijack my whole session. Now? I handle resistance without losing the room (or my authority) I used to let “just one comment” slide. Until it derailed the agenda. What started as a “quick comment” turned into a 40-minute detour. I watched the energy drain from the group. And from the client’s face. I was bringing my personal baggage Back then, I believed being “tough” made you less likeable as a facilitator. But I wasn’t being kind, I was avoiding discomfort. And that made me unclear. And unclear loses the room. Here’s my 2M framework, I wish I had years ago to protect focus and relationships. 𝗠𝗶𝘁𝗶𝗴𝗮𝘁𝗲 (set yourself up for success): • Pre-session comms to set expectations • Co-create working agreements at the start • Introduce a ‘Parking lot’ early • Ask for permission to re-direct when needed 𝗠𝗮𝗻𝗮𝗴𝗲 (when things go off-track): • Notice and name the disruption, neutrally • Refer back to the group’s agreements • Add off-topic ideas to the Parking lot • Check: “Is this moving us closer to our outcome?” This approach earned me a long-term client who brings me back to facilitate strategy days with their global brand leaders. Why? Because I kept big personalities on track without making anyone wrong. And even had execs thank me for shutting them down. Turns out, clarity earns trust. Fast. And the tougher I’ve been as a facilitator, the more I’ve been respected. ♻️ Share if you’ve ever had to wrangle a room 👇 What’s your go-to move when a session goes off the rails?

Trainers must be more than experts— Here's the secret to delivering impactful training sessions, no matter what comes your way. As a trainer, being prepared for instant changes in the delivery of any concept requires a flexible and adaptive mindset. Here are key strategies to help you stay prepared: 1. Thorough Subject knowledge - 📕 Master the content so well that you can break it down or present it in multiple ways, adapting to the audience’s needs. This will allow you to explain complex ideas in simpler terms or delve deeper if required. 2. Audience Analysis - 🧐 Before the session, understand your audience's knowledge level, learning preferences, and possible challenges. This will help you anticipate where you might need to adjust your delivery. 3. Create a Session Outline - 📝 Have a structured outline that allows for adjustments. Include different examples, analogies, and activities so that you can switch methods if needed. 4. Plan for Flexibility 🧘 - Build in buffer time to the session plan, allowing you to address questions or revisit concepts without rushing. Be prepared to cut less essential content if time constraints arise. 5. Use Interactive Methods 🗣️ - Include interactive methods such as Q&A, group discussions, or problem-solving activities. These allow you to gauge understanding and shift the delivery based on immediate feedback. 6. Technology Familiarity - 🧑💻 Know the tools and platforms you are using so you can quickly adapt, whether it’s changing slides, moving between resources, or using multimedia to reinforce concepts. 7. Stay Calm and Confident ☺️ - If a change in delivery is necessary, remain calm and composed. Confidence reassures the audience, and maintaining a positive attitude will help you navigate unexpected changes smoothly. 8. Prepare Backup Plans 🖋️ - Have alternative examples, exercises, or activities ready in case the original approach does not resonate with the group. 9. Stay Current 🏃 - Keep up with the latest trends, tools, and methods in training and your field of expertise. This allows you to bring fresh perspectives and solutions to any spontaneous situation. 10. Gather Feedback ✍️ - After a session, ask for feedback to understand where adjustments were successful or where improvements are needed. This helps in refining your ability to adapt in future sessions. Being prepared for changes is about blending preparation with flexibility and having the confidence to switch gears when necessary. #confidence #trainthetrainer #training #softskills #leadership #communication #learning

People don’t resist change. They resist being changed. Instead of telling people why they should change, ask why they haven’t changed. Like this: Prospect: “We need a sales trainer.” Seller: “What’s going on?” Prospect: “Our reps get off balance when making cold calls.” Seller: “What’s your theory on why that is?” Prospect: “They get tongue-tied when prospects raise objections.” Seller: “Why not create a document with objections and how to respond, so reps can practice? Wouldn’t that be cheaper than paying a sales trainer?” Prospect: “That’s the problem. We have no idea what the best way to respond to objections is. There are so many approaches.” If I can easily talk someone out of changing, they don’t need me that badly. If I can’t, they might. The takeaway? It’s not your job to fill people’s heads with information. Your job is to draw it out. Buyers have the answers. Sellers have the questions.

🤔 How might you infuse more experiential elements into even the most standard Q&A session? This was my question to myself when wrapping up a facilitation course for a client that included a Q&A session. I wanted to be sure it complemented the other experiential sessions and was aligned with the positive adjectives of how participants had already described the course. First and foremost - here is my issue with Q&As: 👎 They are only focused on knowledge transfer, but not not memory retention (the brain does not absorb like a sponge, it catches what it experiences!) 👎 They tend to favor extroverts willing to ask their questions out loud 👎 Only a small handful of people get their questions answered and they may not be relevant for everyone who attends So, here is how I used elements from my typical #experiencedesign process to make even a one-directional Q&A more interactive and engaging: 1️⃣ ENGAGE FROM THE GET-GO How we start a meeting sets the tone, so I always want to engage everyone on arrival. I opted for music and a connecting question in the chat connected to why we were there - facilitation! 2️⃣ CONNECTION BEFORE CONTENT Yes, people were there to have their questions answered, but I wanted to bring in their own life experience having applied their new found facilitation skills into practice. We kicked off with breakout rooms in small groups to share their own experiences- what had worked well and what was still challenging. This helped drive the questions afterwards. 3️⃣ MAKE THE ENGAGEMENT EXPLICIT Even if it was a Q&A, I wanted to be clear about how THIS one would be run. I set up some guidelines and also gave everyone time to individually think and reflect what questions they wanted to ask. We took time with music playing for the chat to fill up. 4️⃣ COLLABORATIVE LEARNING IS MOST IMPACTFUL Yes, they were hoping to get my insights and answers, however I never want to discredit the wisdom and lived experience in the room. As we walked through the questions, I invited others to also share their top tips and answers. Peer to peer learning is so rich in this way! 5️⃣ CLOSING WITH ACTIONS AND NEVER QUESTIONS The worst way to end any meeting? "Are there any more questions?" Yes, even in a Q & A! Once all questions were answered, I wanted to land the journey by asking everyone to reflect on what new insights or ideas emerged for them from the session and especially what they will act upon and apply forward in their work. Ending with actions helps to close one learning cycle and drive forward future experiences when they put it to the test! The session received great reviews and it got me thinking - we could really apply these principles to most informational sessions that tend to put content before connection (and miss the mark). 🤔 What do you think? Would you take this approach to a Q&A? Let me know in the comments below👇 #ExperienceLearningwithRomy

The Monday Morning Test Every training program feels successful on Friday afternoon. Participants are engaged, the discussions are rich, and the feedback is encouraging. But over the last few years, I’ve come to believe that the real test begins on Monday morning. I’ve had the opportunity to design learning experiences, facilitate programs, and partner with business leaders to build capability. Looking back, the biggest lesson I learned wasn’t about creating better content. It was about understanding what actually changes behavior. Like many learning professionals, I used to believe that if we designed engaging content and facilitated a great program, the results would naturally follow. Then something interesting started happening. Whenever I happened to reconnected with people who had attended those programs, they rarely spoke about the program itself. Instead, they would say, “I still remember that story you shared.” “I’ve been using that coaching question ever since.” “That conversation changed the way I lead my team.” Reading some of the comments on my recent LinkedIn posts reminded me of this once again. People rarely remember the program itself. They remember the story, the conversation, or the idea that changed the way they think or lead. Then Monday morning arrives. A leader walks back into work. The inbox is full. A team member calls in sick. Customers need attention. Priorities compete. Deadlines don’t move. In that moment, what usually wins? The new behavior learned during the program… Or the habits built over the last five years? That’s when my perspective changed. Training doesn’t fail. Habits simply win more often than we think. Behavior change doesn’t happen because of a single learning event. It happens when learning is connected to a real business problem, made relevant to the role, practised consistently, and reinforced through coaching, feedback, and everyday conversations. I’ve also noticed that the business conversation is evolving. A few years ago, success was often measured through completion reports, attendance, and learning hours. Today, leaders are asking better questions. Did customer experience improve? Did leaders coach differently? Did team performance improve? Did behaviour actually change? I think those are the questions Learning & Development should be helping answer. Because our role isn’t just to create memorable programs. It’s to help create lasting behavior change. Today, whenever someone asks me to design a learning program, my first question is no longer, “What do we want people to know?” It’s, “What do we want people to do differently on Monday morning?” Because that’s where the real test begins. #Leadership #LearningAndDevelopment #LeadershipDevelopment #CapabilityBuilding #BehaviorChange #LearningCulture #Coaching #PeopleDevelopment #BusinessTransformation #FrontlineLeadership

“That’s how it’s always been done.” “This won’t work in our industry.” “You’re too new to get it.” If I had a penny for every time I heard these lines when proposing a change—I’d probably be running a unicorn startup by now. 😅 I still remember one of my first experiences in a new role. I suggested revisiting a job description—not to overhaul it, but simply to remove ambiguities, overlaps, and duplication of work that had crept in over time. The reaction? “This JD has worked for years. No one’s complained so far.” There it was: the resistance wall. Over the years, I’ve seen this play out across functions and industries: 🔹 A new joiner suggests digitizing a manual report—gets told, “This Excel sheet has worked for us for 10 years.” 🔹 A manager proposes flexible shift timings—hears, “Our clients expect us to be online 9 to 6.” 🔹 A team member raises a safety concern about slippery delivery ramps in monsoon and recommends anti-skid mats—gets dismissed: “We’ve never had an accident. Just be cautious.” 🔹 A process engineer suggests eliminating a redundant approval step to speed things up—only to be told, “That’s how our hierarchy works. Don’t skip protocol.” What’s really going on here? ➡️ Change triggers fear—of disruption, of being proven wrong, of additional effort. ➡️ Defensiveness kicks in—especially when the idea comes from someone “new” or “junior.” ➡️ And improvement turns into a power struggle, instead of a shared goal. But here’s what experience teaches you: 💡 Resistance doesn’t always mean rejection. It often means someone feels unsure, unprepared, or undervalued. So how do we move from resistance to reflection? ✅ Start with what’s working—and build from there. ✅ Ask instead of assert—“What if we tried this for a week?” ✅ Show vs sell—pilot it, demonstrate the impact. ✅ Involve, don’t impose—people support what they help create. ✅ Leaders: protect and back your changemakers—especially the quiet, persistent ones. 🌱 Most change doesn’t need a revolution. Sometimes, it just needs someone to ask: “Would you be open to a better way?” ⸻ What’s a change you tried suggesting that hit resistance? Did you push through—or pivot? Let’s talk about it 👇 #ChangeManagement #LeadershipInAction #WorkplaceCulture #OrganizationalChange #HRStories #VoiceAtWork #ContinuousImprovement #RealWorkplaceTalk #BreakingBarriers #ModernWorkplace #PsychologicalSafety P.S my own change met with resistance and then just becoming the norm.

The system didn’t crash. The people did. A hospital launched a sleek new documentation system; 🔸 Training? Done 🔸 Interface? Clean 🔸 Leadership? Proud By the end of Week 1: 🔸 Nurses were scribbling on post-its 🔸 Doctors opened a shadow Google Doc 🔸 Admins retyped notes just to “make the system look used” No one raised alarms. No one filed complaints. They just.. worked around it. From the boardroom, it looked like success. On the ward, it felt like sabotage. This is not uncommon in big hospitals, small clinics, and everywhere in between. The tech might change, but the pattern doesn’t. And with AI tools, interoperability mandates, and shrinking workforces hitting all at once, getting this balance wrong costs more than ever. Because when transformation is treated as just an IT project, it wobbles. When it wobbles, staff feel it. And when staff feel it, patients feel it even more. Real transformation happens when people, systems, and technology move together. If one lags, the whole thing tilts. That alignment doesn’t happen because you held a training session. It happens because you manage the change, the beliefs, the behaviors, the trust. Change management isn’t “send an email and cross your fingers”. It’s: 🔹 Surfacing resistance before it hardens 🔹 Involving frontline voices, not just top-down decisions 🔹 Creating safety to fail, reflect, and iterate 🔹 Addressing the emotional toll of “yet another system” People don’t resist technology. They resist systems that make them feel unheard, unsupported, and replaceable. The bigger picture: 🔹 People need to believe in the change and see their role in it 🔹 Systems need to adapt so workflows make sense 🔹 Technology needs to fit into those workflows, not bulldoze them Miss one, and the transformation tips over (as I like to say: Transformation isn’t an upgrade, it’s an alignment). Let's go beyond noise💡 What’s a time you saw the tech work, but the transformation fails, and why? === 🍎 Missed my previous posts? Stay updated though my WhatsApp channel (no numbers shared) www.gobeyondnoise.com/#wa Like, repost if the content resonates with you. 🍎 This post is part of 'Rethinking Digital Health Innovation' (RDHI) #GoBeyondNoise