Preparing for Training


Although IMM does not offer the creation of institution-specific training materials, any of the materials or videos found on this onboarding site, or elsewhere on the IMM website, may be used to create your training materials.

End-user training design varies widely from institution to institution and user to user. When a training consultant is engaged by an organization, they generally have a standard set of tool and techniques and materials that they like to use, but they will always spend time getting to know the organization and the users to customize their approach – this is especially true when the subject of the training is solution software that plays a role in the day to day business processes of the organization.

IMM eSign is a solution software that plays a role – a critical role – in the day-to-day processes of our clients and for that reason, we do not have an end user training guide that we would presume fits with the variety of our clients.

Instead, what we have created are the videos and documents that you have been using during the implementation of your eSign solution, as well as the final user focused videos found in Lesson 2 of this Stage. These are all tools and materials you can now use – and combine with your knowledge of your unique solution, settings, roles, business systems, policies, and the like—to create your own approach to end-user training.


Often when considering end user training, the conversation quickly turns to manuals and videos. Over-engineering training is a common issue. Generally, the best approach to end user training of a new process-based software is selecting trainers who are close to the process and the people who use the process, bringing them up to speed on the software, and letting them determine what would be best for their users. Is it one on one training? Classroom time? Videos? Manuals? Cheat sheets?

The materials you have available here on the onboarding site will cover 80-90% of the usage of eSign. It’s up to you to decide which videos and which materials to share, and then how you need or want to supplement it to suit your specific needs.

In some organizations it makes sense to create a screen-capture based “cheat sheet” for the most typical process.


  1. Step 1 – use the business system to generate the document set
  2. Step 2 – click here [image] to send to IMM/eSign
  3. Step 3 – on the screen that appears [image] click here
  4. Step 4 – etc.

This doesn’t need to encapsulate every eventuality, just the most common – it’s the 80/20 rule.

Another excellent tool and if you are thinking of creating a video that is specific to your organization is to use Webex, or Teams, or Zoom to host a training (maybe a “fake” training) and record it. Keep it short, script it out a little for yourself before you begin. Walk through the most common steps. Don’t get sidetracked explaining every possible eventuality. Did I mention, keep it short? Once you have your recording you can share it with your teams.

What's Next

Now that you have reviewed the materials in Stage 5, work within your team to discuss the training approach that will make the most sense for your institution and employees. Determine any remaining questions and needs your institution may have so that you can discuss them with your IMM Implementation Specialist. Your IMM Project Manager will contact you to set up your Training Consulting engagement.

All that’s left now is to prepare for end user training and system roll-out/go-live.

Stage 6 will simply consist of wrapping up any remaining items with your project team. So, Congratulations!! You’ve made it to the end of the Onboarding program!