Use Loom to make virtual training more engaging & easier to scale

How to use Loom for virtual training in 6 steps

Whether you’re recording a planned lesson or answering a stakeholder's question, once you learn how to use Loom for virtual training, you can start building a robust library of training videos.

Step 1. Identify the lesson you want to teach

Before you start recording a training video, identify a specific skill, process, or workflow you want to teach. 

For planned training that might be:

• Remote onboarding for new employees
• Training to use new software or hardware
• Cybersecurity best practices
• Service request management workflows
   

For on-demand answers its usually a real question someone asked:

• A cross-functional partner asks how your team's dashboard works
• A client emails asking how to set up a specific feature
• A designer asks how to submit a QA ticket in your team's Jira project
   

Loom allows you to create as many videos as you want, so you don’t have to worry about the lesson being too specific.

Step 2. Prepare the materials you want to walk through

Open anything you’re planning on walking through on your computer, including documents, slides, tools, workflows, and screenshots.

For longer, planned training, it helps to outline the key steps you want to cover. You don't need to write exactly what you're going to say, but outlining the key steps can help you navigate through the lesson smoothly.

For quick answers, prep is minimal. If you can answer it in under 3 minutes, just open the screen you'd show them if they were sitting next to you and hit record. Don't let prep become a blocker when speed is the point.

Step 3. Record the training and talk through each step

Step 4. Edit the video for clarity

Editing is a key part of creating concise training videos that are easy to absorb. There are three editing options in Loom:

• Trim: Use an audio waveform to select and remove sections of your video.
• Edit by transcript: Use your video transcript to find and remove sections of your video.
• Stitch: Combine multiple videos into one.
   

When editing your video, focus on using the trim option to remove anything repetitive, distracting, or unnecessary. The goal is to make your video as short as possible without leaving out any key information.

Step 5. Organize your video for reuse

After you’ve finished editing your training video, you can upload it to a shared training hub or video library so all teams have access to it.

Loom has a built-in video library that makes it easy to store and organize videos. This is particularly helpful for onboarding and recurring process training, providing teams with a more scalable self-serve learning experience.

Step 6. Share the training for self-paced learning

Once you’re done recording and editing your video and it’s stored in a shared training library, the next step is sharing the video where it is most useful:

• For teammates: Drop the link in a Slack thread, Jira comment, or email where the question was asked. It becomes searchable for the next person who has the same question.
• For clients: Share the Loom link directly in your reply, in a support ticket, email, or customer channel. Clients get a visual answer faster than waiting for a scheduled call.
• For structured training: Embed recordings in your training docs, such as Confluence, so new hires can work through them at their own pace.

Tips for creating more useful virtual training with Loom

Loom is a powerful tool for virtual training, and following some basic video recording tips can help you create better virtual training with Loom:

• Break topics down: Long, complex training videos can be difficult to digest, so break larger topics down into smaller lessons to create more concise videos. Avoid overly broad topics, and focus each video on one specific lesson instead.
• Record for repeat viewing: Async videos should be designed and recorded with repeat viewing in mind. Create evergreen training videos to ensure the information is relevant and useful to returning viewers.
• Support different learning styles: People absorb information in different ways, so supporting different learning styles through virtual training is crucial. Use a combination of visuals, sounds, text, and other elements to make your virtual training more accessible to various learning styles.
• Show exact workflows: When you’re showing viewers how to do something, show every step of the workflow. People may overlook small steps that seem obvious to you.
• Explain the why: Showing and explaining what you’re doing is helpful, but you should also explain why you’re performing each action so viewers have an understanding of the actions and their reasoning.
• Use supporting resources: Pairing video with supporting resources makes virtual training more accessible and robust. You can use Confluence pages to highlight step-by-step workflows, best practices, and more to support video training.

Make training easier to share, revisit, and scale

Whether you're building a training library from scratch or answering the question someone dropped in Slack five minutes ago, the workflow is the same: record what you'd show them, share the link, and move on.

With Loom, every quick answer can become part of something bigger, a library your team and clients can search, reuse, and build on over time. You don't have to choose between a formal training program and just answering the question. With async video, one naturally becomes the other.