Creating a training course?

Then you need a system to clip research, create content, track revisions, share with others…accessible from anywhere, mobile or not, thank you.

Yeah, there’s an app for that.  Evernote.

[As I’ve said before, I think you should use Trello to manage your course creation project. Trello will give you an instant grip on the EXACT status of all your little to-do’s and get-done’s. ]

But when you CREATE your course? Create it in Evernote.

Evernote is a free program that stores every kind of file and lets you access them on every platform through a powerful search-&-retrieval function.

With Evernote, you can:

  • Clip articles online for research
  • Snap photos of layouts or displays that inspire you
  • Create your drafts, outlines, & all text-based material
  • Attach copies of logos, images, pdfs, and source documents for all your other material

And then:

  • Tag them with utter abandon according to your own quirks and shorthand
  • Put your hands on whatever you need with the powerful search function* that even searches INSIDE your attachments and your handwritten scribbles.
  • Share* them with your team, without the version-management-nightmare that attaching inside email brings
  • Let Evernote worry about saving multiple version histories*, without you doing a thing.
  • (*These last three are fully-functional with a premium Evernote account, about $45/year.)

 It’s like having 10 VA’s with perfect memories on your staff.

Evernote is easy enough to learn the basics on your own. But I’m going to cover a few workflow tricks that make creating & managing entire courses a breeze.

How do I know? Because my client and friend Jamie DuBose created her new MailCHAMP Mastery course in Evernote (and we managed the entire project’s content creation — course materials, launch promotion materials, autoresponders – the full monty — inside Evernote.)

Here’s how we used Evernote to manage our course materials:

(…and How You Should Too):

1. Create all your material in Evernote. Use a separate note for each “document” and Evernote will display the titles & snippets down the left hand side of your screen. Click on a note and the note contents display on the right. Just like your email inbox, only 1000x’s smarter.

Evernote 1 for course creation


2. Use Evernote’s Reminders function to pin notes to the top of your screen. When you have a lot of notes filling up a notebook, you will want a few of those notes always handy. Reminders pin the important ones to the top, while the rest of the notes are sorted by date modified (or whatever convention you choose).

3. Share your entire notebook with your project team (or launch team). Free accounts can share notebooks, but they will be Read-Only. A Premium account can share with free accounts and everyone can read/write/edit. This alone can revolutionize your collaboration, no?

Evernote2 for course creation


4. Create your own Table of Contents notes that link to more detailed documents. Clicking those green links take you right to the note.

We did this for every facet of the project, even beyond the materials for the lessons themselves. Our Launch Master List has all the big categories for a launch, with links to all the documents where the details live. This takes seconds to set up by right-clicking your mouse. It’s just impossible to lose track of anything inside Evernote.

The MailCHAMPMastery training program has 7 training modules, 20 separate videos, along with handouts and resource documents. The launch has multiple moving parts, including a free panel discussion with email marketing experts. We never lost track of a thing.

Do you use EvernoteHave any tips to share? Please share them in the comment section below. I love learning about people’s workflows and systems. And check out 5 Ways to Use Evernote to Build Your Info-Product