Post-migration training for WordPress

Now that you have your website live, create training material to show all the stakeholders how to use WordPress productively.  Here are some elements you should cover in your training: 

Essential WordPress concepts

• Dashboard navigation: Conduct learning sessions with the team to set standard practices on how to use the WordPress dashboard, including menu navigation, managing posts, pages, and accessing media.
  • Stakeholder-specific dashboard overview
  • Content management training

• Creating and editing content: Train your team on how to create and edit pages, posts, and custom post types. Put a highlight on the practices regarding templates, theme selection, content patterns, and more.
• User roles and permissions: Explain different user roles in WordPress (e.g., Administrator, Editor, Author) and assign permissions that align with each team member’s responsibilities. It’s always a good practice to also let all of them know about the access level each role has.
• Documentation and manuals: Create training manuals for all customized sections of your WordPress solution.

• Themes and plugins: Provide an overview of the active theme, its customization options, and any installed plugins. Explain how plugins enhance functionality and introduce any plugins specifically critical to your site’s operation.
• Gutenberg block editor: If your team is unfamiliar with block editors, you could consider providing a more detailed overview of the basic concepts and how to use common blocks. 
• Media library management: Show your team members how to manage the media library, including uploading images and videos, editing media details (e.g., alt text), and organizing media files efficiently, defining which folders to use for videos and images.

Editorial workflows

• Content creation and review process: Train your teams on how to draft, edit, review, and publish content. Highlight your training about version controls and autosave features, so that editors can track changes easily.
• Scheduling and publishing: Train the team on how to schedule posts, manage categories and tags for consistent content organization. Set up guidelines for reviewing drafts and approvals if multiple contributors are involved.

SEO best practices: Add plugins like Yoast SEO and teach team members how to optimize meta titles, descriptions, and content readability to improve search rankings.