General

|

February 2, 2026

|

SowFlow sharing button icon
Share

Create Training Videos with AI: 5 Steps for Operations Managers

Key Highlights:

  • Define the purpose of instructional clips by clearly outlining goals, such as software training or compliance education.
  • Set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to guide video creation and establish success expectations.
  • Engage stakeholders in goal-setting to align instruction with team needs and foster support.
  • Document objectives to keep the team focused and serve as a reference during production.
  • Conduct surveys or interviews to gather insights about learner knowledge and preferences.
  • Analyse learning styles to choose the appropriate format for training videos.
  • Review feedback from past sessions to identify what worked and what needs improvement.
  • Create learner personas to visualise audience segments and tailor content effectively.
  • Select an AI resource for script generation that fits your needs, such as Writesonic or Veed.io.
  • Clearly define training objectives for AI to generate focused and relevant content.
  • Review and refine AI-generated drafts for accuracy and alignment with training goals.
  • Gather feedback on drafts from team members to enhance final products.
  • Set up a Loom account for recording training content, ensuring a quiet and distraction-free environment.
  • Plan recordings with outlines or storyboards to enhance engagement.
  • Edit recorded content using Loom’s features before sharing with teams or uploading to learning platforms.
  • Choose an AI analytics solution to track engagement metrics and viewer behaviour.
  • Regularly monitor metrics like view duration and drop-off rates to identify areas needing improvement.
  • Analyse viewer feedback to refine content clarity and engagement strategies.
  • Iterate and enhance training materials based on analytics and feedback to boost understanding and retention.

Introduction

Creating effective training videos? Now that’s a game-changer for organizations looking to boost learning experiences! By tapping into AI technology, operations managers can make the video creation process smoother, ensuring that training content is not just engaging but also tailored to fit specific learner needs. But with so many tools and strategies out there, you might be wondering: how can managers tackle the challenges of defining training goals, understanding learner preferences, and using AI effectively?

Well, you’re in luck! This article dives into five essential steps that empower operations managers to harness AI in crafting impactful training videos. Get ready to transform the way your teams learn and grow!

Define Training Goals Clearly

  1. Identify the Purpose: So, what’s the goal of your instructional clip? Are you rolling out a new software tool, explaining a process, or maybe offering some compliance training? It’s super important to clearly outline what you want to achieve. As Matt Downer puts it, 'What do you want the audience to understand, or do, after viewing the instructional clip?' This question is key to nailing down your content's purpose.

  2. Set SMART Goals: Let’s talk about goals! Make sure they’re Specific, Measurable, Achievable, Relevant, and Time-bound. Instead of just saying 'improve software usage', how about aiming to 'increase software usage by 20% within three months'? This kind of clarity not only helps guide your video creation but also sets clear expectations for success.

  3. Engage Stakeholders: You might be wondering how to make your instruction hit home. Involve your team members or stakeholders in the goal-setting process! This way, you ensure that the instruction aligns with their needs and expectations. Plus, it fosters support and makes the content feel more significant. Just keep in mind the bigger picture and make sure your development objectives support the broader company goals.

  4. Document Objectives: Now, let’s dive into documentation. It’s crucial to jot down those objectives and share them with your team to keep everyone focused during production. This documentation will be your go-to reference point. Did you know that 75% of employees prefer to create training videos with ai instead of reading documents? Well-crafted instructional films can really enhance learning experiences!

Each box represents a step in the process of defining training goals. Follow the arrows to see how each step leads to the next, helping you create effective instructional content.

Identify Learner Needs and Preferences

  1. Conduct Surveys or Interviews: You might be wondering how to kick things off. Start by gathering insights from potential learners about what they already know, their skills, and what they prefer. Surveys or one-on-one chats can really help you collect that qualitative data.

  2. Analyze Learning Styles: Now, let’s talk about learning styles. Do you know if your audience learns best visually, auditorily, or kinesthetically? Understanding these differences will guide you in choosing the right format and style to create training videos with ai effectively.

  3. Review Past Session Feedback: Have you looked at feedback from previous sessions? It’s a goldmine for figuring out what worked and what didn’t. This can give you valuable insights into what your learners really want.

  4. Create Learner Personas: Finally, consider creating learner personas. Picture different segments of your audience and what they need. This will help you visualize their preferences and tailor your content to fit them perfectly.

Each box represents a step in the process. Follow the arrows to see how to gather insights and tailor your training to meet learner needs.

Utilize AI for Script Generation

  1. Choose an AI Resource: You might be wondering where to start. First things first, pick an AI generation app that suits your needs. There are some fantastic options out there! For instance, Writesonic is a versatile platform that’s been recognized as one of the top AI video content creators that can create training videos with AI in 2026. Then there’s Veed.io, a specialized tool that helps you create training videos with AI effortlessly.

  2. Define Training Objectives: Now, let’s talk about your training goals. It’s super important to clearly outline what you want to achieve and provide the AI with context about the content to effectively create training videos with AI. This step is key to generating a focused and effective document that really hits the mark with your educational objectives.

  3. Review and Refine: Once the AI churns out a draft, take a moment to dive in and check it for accuracy and relevance. You’ll want to make any tweaks necessary to ensure the document aligns with your training goals and keeps the tone you’re aiming for.

  4. Gather Feedback: Here’s where it gets collaborative! Share that draft with your team or stakeholders to get their thoughts. This not only boosts the quality of the final product but also makes sure it resonates with your audience. Plus, the collaborative features of AI tools that allow users to create training videos with AI make sharing and tracking revisions super easy, which is a win-win for everyone involved.

  5. Execute and Assess: Finally, it’s time to put the program into action during your practice sessions. Keep an eye on how it’s working and gather insights from participants to keep improving future narratives. Companies like PlayPlay and Kapwing have successfully woven AI-generated scripts into their development processes, and they’ve seen some impressive boosts in engagement and retention!

Each box represents a step in the process of using AI for script generation. Follow the arrows to see how each step leads to the next, ensuring a smooth workflow from start to finish.

Record Training Content with Loom

  1. Set Up Your Loom Account: So, you haven’t created a Loom account yet? No worries! Just hop on over and get started. Familiarize yourself with its cool features like screen recording and webcam integration. Did you know that 85% of organizations are now using video-based lessons for their development programs? Loom could be just the tool you need!

  2. Prepare Your Environment: Now, let’s talk about your recording space. Make sure it’s quiet and free from distractions. Give your microphone and camera a quick test to ensure everything’s working smoothly. Remember, video-based instruction can boost retention rates by 25% to 60%! A good setup is key to effective learning.

  3. Plan Your Recording: You might be wondering how to make your video engaging. Start by outlining the key points you want to cover. A storyboard can help you visualize the flow of your content. This planning is super important because organizations that create training videos with ai often see better knowledge transfer and productivity.

  4. Start Recording: Ready to hit record? Launch Loom and choose whether you want to capture your screen, your webcam, or both. Stick to your outline to keep things focused. With the Video Training Software market expected to grow at a CAGR of nearly 17.74%, now’s the perfect time to create training videos with ai for your educational needs.

  5. Edit and Share: After you’ve recorded, take advantage of Loom’s editing features to trim out any unnecessary bits. Once you’re happy with it, share the link with your team or upload it to your learning platform. This approach not only boosts participation but also aligns with the growing trend of compliance training being delivered through visual formats.

Each box represents a step in the process of creating training videos with Loom. Follow the arrows to see how to move from one step to the next, ensuring you don't miss any important actions!

Optimize Videos Using AI Analytics

  1. Choose an Analytics Solution: You might be wondering where to start. Well, picking an AI analytics solution that easily connects with your media platform is key. Think about options like Google Analytics or specialized tools such as TechSmith. They can give you valuable insights into how your viewers behave and engage. A study from UCL even highlights that AI visual tools are now a must-have in the L&D toolkit, making them essential for delivering effective skill development.

  2. Track Engagement Metrics: Now, let’s talk about keeping an eye on those important metrics. Regularly checking things like view duration, drop-off rates, and viewer feedback can really help. For example, if you notice high pause rates, it might mean your viewers are having a tough time with certain concepts. This signals a need for clearer visuals or better explanations. These indicators are crucial for figuring out how well your content connects with learners and where you might need to make some tweaks.

  3. Analyze Feedback: Gathering feedback from your viewers is super important. Ask them about content clarity, pacing, and overall engagement. This kind of qualitative feedback can pinpoint specific areas for improvement, ensuring your training materials hit the mark. Interestingly, that UCL study found that 77% of learners preferred visual content over text, which really underscores the power of engaging visuals.

  4. Iterate and Enhance: So, what do you do with all this info? Use the insights from your analytics and viewer feedback to refine your content. This could mean re-recording certain sections, adding more visuals, or simplifying complex ideas to boost understanding and retention. As AI video tools keep evolving, they’re becoming faster, safer, and more adaptable, allowing users to create training videos with AI. Staying updated on the latest advancements is crucial!

Each box represents a step in the optimization process. Follow the arrows to see how each step leads to the next, helping you understand how to effectively use AI analytics to improve your video content.

Conclusion

So, you might be wondering how to create effective training videos with AI, right? It’s all about having a solid strategy that blends clear goal-setting, understanding what your learners prefer, and making the most of advanced tools. When you define your objectives, engage your stakeholders, and tap into AI technologies, you can really streamline the training process and boost those learning outcomes.

Let’s break it down! The article lays out a handy five-step process:

  1. Define your training goals
  2. Identify what your learners need
  3. Use AI for script generation
  4. Record your content with Loom
  5. Optimize those videos using AI analytics

Each step highlights the importance of clarity and teamwork, from setting SMART goals to refining your content based on viewer feedback. This structured approach not only keeps things engaging but also makes sure your training materials hit home with your audience.

In today’s world, where visual learning is taking the lead, embracing these best practices for creating training videos is a must. By harnessing the power of AI and really understanding what your learners need, organizations can significantly boost knowledge retention and the overall effectiveness of their training programs. So, why wait? Taking action now to implement these strategies will lead to more impactful training experiences and a more skilled workforce!

Frequently Asked Questions

What is the first step in defining training goals for instructional clips?

The first step is to identify the purpose of the instructional clip, such as rolling out a new software tool, explaining a process, or offering compliance training. It's important to clearly outline what you want to achieve.

How can I set effective training goals?

Set SMART goals, which are Specific, Measurable, Achievable, Relevant, and Time-bound. For example, instead of saying "improve software usage," aim for "increase software usage by 20% within three months."

Why is it important to engage stakeholders in the goal-setting process?

Engaging team members or stakeholders ensures that the instruction aligns with their needs and expectations, fosters support, and makes the content feel more significant while keeping the broader company goals in mind.

What should I do with the objectives once they are defined?

Document the objectives and share them with your team to keep everyone focused during production. This documentation serves as a reference point throughout the process.

How can I identify learner needs and preferences?

You can identify learner needs and preferences by conducting surveys or interviews with potential learners to gather insights about their existing knowledge, skills, and preferences.

Why is it important to analyze learning styles?

Analyzing learning styles helps you understand whether your audience learns best visually, auditorily, or kinesthetically, which guides you in choosing the right format and style for your training videos.

How can past session feedback be useful?

Reviewing feedback from previous sessions provides valuable insights into what worked and what didn’t, helping you understand what your learners really want.

What are learner personas and how do they help?

Learner personas are fictional representations of different segments of your audience. They help you visualize their preferences and tailor your content to meet their specific needs effectively.

👍
What others are liking

5 Steps to outline your ideal documentation structure

5 MINS READ

Where to start the your journey of mapping out your ideal documentation structure, aligning it with the very heartbeat of your organization?

Read more

Defining a winning level of detail in your process

3 MINS READ

What is too much detail, and what is too little? This article described in that winning level detail about what detail is enough.

Read more

👀
Discover our guides

The Blueprint for Scalable Growth without the Chaos

Request

 

Mastering Product Adoption through Smart Documentation

Request


The Self-Service Customer Support Playbook

Request


🚀

Ready to see SowFlow in action?

Book a demo