How to Design Your Customer Education Strategy

How to Design Your Customer Education Strategy


The purpose of this course, How to Design Your Customer Education Strategy, is to answer the question, "Why do we need a customer education strategy?" And to simplify the strategy design process so that you can put it to work almost immediately after completing this course. In fact, you will start designing your customer education during this course.


As technology accelerates change, the need for developing strategic plans has lost it's luster. Some have even declared strategic planning dead. It turns out, because things are changing so fast, there has never been a greater need for the ability to design and document a customer education strategy. For one, it is a tool for prioritizing what a customer education should deliver that can have the maximum impact on the business. Second, it is a means for communicating to management goals, progress towards those goals, and why the strategy was designed they was it was. Finally, when things do change (and they will change), the strategy design document can be used to show what changes are being made, why the changes are being made, and how the changes will be made.

This course will help customer eduction leaders:

  1. Determine what goals to pursue.
  2. Figure out whether they have the resources needed to achieve those goals and/or determine what resources you need to acquire in order to achieve the goals.
  3. Create a plan of action on which you can execute, over time, to achieve your goals.
  4. Develop a tool for communicating with management what your strategy is, how you are doing against your plan, and a means for clearly communicating changes to the plan and the reasons for the change

If you are a customer education leader who aspires to raise your customer education function to a strategic level in your company, you need to design and document a customer education strategy and then execute on it. If you need help doing that, you need this course.


3 hour(s)


After completing this course, you will be able to:

  • Identify customer education goals aligned to company goals.
  • Assess the current state of your education function.
  • Use a roadmap approach to create an action plan to achieve your customer education goals.
  • Create a first draft of your customer education strategy.

The outcome of this course is that you will create a first draft of your customer education strategy.

Upcoming Classes


Instructor-led online training

Location Jan 2018 Feb 2018 Mar 2018 Apr 2018 May 2018 Jun 2018
Online Webinar (US Pacific Time) Feb 14

Classes in bold are guaranteed to run!

Questions? Please contact

Onsite Training

If you'd like to have this training course delivered as a Private Webinar or Onsite at your organization, request a quote and we'll get back to you to arrange all the details.

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Public Training

Online Webinar (US Pacific Time)

  • 10:00 AM - 1:00 PM PST
    $ 499.00 USD $ 199.00 USD before Friday, February 2, 2018 11:56 PM PST.

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