Training and AI: Creating Useful Materials and Exercises

Fictional scenario: a workshop manager is preparing telephone reception training for a new colleague. The material presents the activity and team vocabulary, but no exercise allows verifying how to answer a call or direct a group request.

To create training materials with AI, start from the action the person will need to perform. The proposed method links an observable objective, a reference sheet, an exercise, and a correction. The AI prepares proposals; the trainer chooses the instructions and verifies their consistency.

Write an objective that is visible in an exercise

Replace "know telephone reception" with an observable action: answer the caller, rephrase their request, and direct them using available information. This sentence indicates what the participant should attempt and what the observer should watch for.

Specify the conditions. Does the person have a contact sheet? Can they take notes? What response should they give when information is missing? Write the limits in the instructions so the participant can make a coherent decision.

Keep one main objective per exercise. If you also want to work on writing a follow-up message, prepare a separate activity. This way, you can understand which step requires additional explanation.

Prepare a reference sheet before the materials

Gather the information necessary for the activity: workshop presentation, useful contacts, types of requests, and message transmission methods. Use formulations validated by the person familiar with this process. Mark any incomplete fields.

In the example, a group request must be forwarded to the workshop manager. The participant needs to know this contact and the useful information to collect. They do not need to improvise a response on a point absent from the sheet.

If you start from recorded explanations, prepare a reviewed transcript from the audio before reusing its content. Have the passages that become work instructions confirmed.

Assemble a short and progressive sequence

Build a sequence containing a demonstration, a guided trial, an autonomous exercise, and feedback. For each step, indicate what the trainer does, what the participant does, and the document used.

The demonstration can stage a simple call. The guided trial repeats the same request with pauses to explain choices. The autonomous exercise changes one element, for example the reason for the call, while keeping the same objective.

Prepare an oral formulation distinct from the distributed text. A sheet serves as a reference during the activity; the commentary accompanies the action. If you record an explanation, the method of preparing a pedagogical voice-over helps organize sentences and pauses.

Write the exercise and its prompt

The role play includes a sheet for the caller, instructions for the receptionist, and an observation sheet. Distribute to each only the information necessary for their role, while keeping the success criteria accessible to the participant.

Prepare a telephone reception exercise for adult beginners. Objective: answer, rephrase a request, and direct to the correct contact. Rely only on this reference sheet: [presentation, contacts, requests, and transmission]. Produce participant instructions, a caller sheet, an observation grid, and a commented correction. Provide a simple information request, then a group request. For each criterion, describe an observable behavior. Indicate missing information; do not add any procedure absent from the file. Propose a variant that maintains the same objective.

Proofread the sheets separately. The caller must understand their request without inventing an additional difficulty. The participant must be able to act with the announced resources. The correction must rely on these same resources.

Build a usable correction grid

The grid can follow four actions: present the workshop, let the request be expressed, rephrase it, and propose a coherent direction. For each action, describe a trace: words used, question asked, or contact chosen.

Use the statuses "completed," "to review," and "not observed." Add a column to note an example heard and another to prepare the next trial. A comment like "the group request was rephrased before forwarding" provides a precise discussion point.

Also write acceptable responses. Several formulations can fulfill the same objective. Base the correction on the announced actions and coherence with the reference sheet. Feedback can then start with an observed element, then propose an action to try.

Deliver the file and test the session

The deliverable file contains the sequence sheet, participant materials, roles, grid, and correction. Add a list of materials and instructions necessary to facilitate each step. Another person should be able to understand the process by reading this set.

Conduct a trial with a colleague. Note the questions they ask about the instructions, the information they seek, and discrepancies between the exercise and correction. Modify the file, then verify that each change appears in all concerned sheets.

Clearly assign content proofreading and session validation. You can use the method of team content validation to keep decisions and points to complete.

To extend your text preparation, you can open your CREZOVA space. Keep your reference sheet with drafts so you can reread each instruction.

FAQ: Preparing Training with AI

How to verify that the exercise matches the objective?

Take each verb from the objective and find the action that makes it observable. Then check that the instructions provide the necessary information and that the correction examines this action. Remove criteria that evaluate something else.

What to do if AI proposals are too general?

Provide an example request, a reference sheet, and expected behaviors. Request a new version of the instructions only, then compare it to the file. Keep missing points visible until validated.