Requests for training material can be made by submitting a ticket to the Training Team via FreshDesk.
Select New > New Ticket
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Select Ticket Template: Training Request
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Complete the ticket fields.
Subject: Provide a Subject related to the Training Material being requested
Training Request Type: Indicate whether the material needed for a process or product
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Training Audience: Indicate whether the training material is needed for internal, external or both
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Provide Details about the request and hit create.
Your request will be sent to the Training Team. Someone will follow up with you about your request.
Creative Brief Template - Requestor Name:
- Why it matters: Ensures accountability and provides a point of contact for follow-up questions or clarifications.
2. Department: - Why it matters: Provides context for the project and helps prioritize based on departmental goals or cross-functional needs.
3. Target Audience (Internal or External): - What it is: Identifies who the content is meant for.
- Why it matters: Knowing whether the audience is internal (e.g., employees, teams) or external (e.g., merchants, partners) ensures the message, tone, and content align with their needs and expectations.
4. Problem Statement: - What it is: A brief explanation of the issue or challenge the project is meant to address.
- Why it matters: Frames the purpose of the content and provides insight into the “why” behind the request.
- Example: "Merchants are not fully aware of the partnership benefits available for renewal."
5. Training Topic: - What it is: The main subject or theme the project will cover, particularly for training materials.
- Why it matters: Focuses the content on a specific area of knowledge or skill development.
- Example: "Effective use of new Webtools features for Partners."
6. Desired Outcome: - What it is: A clear description of what success looks like for the project.
- Why it matters: Helps align the team on measurable goals and deliverables.
- Example: "Encourage the partner to renew the contract by demonstrating the value of our collaboration."
7. Desired Due Date: - Why it matters: Ensures proper scheduling, prioritization, and resource allocation.
8. Who is the Subject Matter Expert (SME) that we can work with on content? - What it is: The person with the knowledge or expertise needed to inform the project’s content.
- Why it matters: Ensures the material is accurate, relevant, and aligned with the intended purpose.
Other Useful information may be: - Key Messages or Themes:
- Specify the main message or theme the material should convey.
- Example: Highlight the benefits of continuing the partnership and showcasing mutual achievements.
- Tone and Style:
- Define the desired tone and style of the content (e.g., formal, conversational, motivational, humorous).
- Content Format:
- Indicate the type of material being requested (e.g., video, infographic, presentation, newsletter).
- Example: A 2-minute promotional video focusing on partnership benefits.
- Approval Process:
- List key individuals who need to review and approve the content before finalization.
- Example: Initial review by [Name], final approval by [Name].
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