Facility Management Onboarding: Types of Training to Consider

If you are considering onboarding a new facility management software system, training is a critical piece of the process. Facility managers and technicians who are well-trained and provided with ongoing learning opportunities have higher rates of adoption and success. As you explore training options from your software vendor, there are likely different types to consider. Here are three common training types, along with their pros and cons:

In-Person Training

When you ask, most software vendors can send training professionals onsite to your facility for facility management software training. This could be for just a few days up to a few weeks, depending on the size of your team and facility and the complexity of your workflows.


  • Face-to-Face Interaction - In-person training allows direct, real-time interaction with the trainer. It also allows for immediate clarification and answers to questions from managers and technicians.

  • Hands-On Experience - Practical demonstrations of the facility management software and hands-on activities can be included in the training. The physical presence of a trainer facilitates the immediate application of concepts.

  • Structured Schedule - A fixed training schedule promotes discipline and attendance. This training style is Ideal for learners who thrive in a traditional classroom setting.


  • Geographical Limitations - In-person training requires participants to be present at a specific location at specific times. This is inconvenient for remote learners.

  • Associated Costs Constraints - There will likely be an increased cost for in-person training from your facility management software vendor. This can include travel, accommodations, and meal expenses.

  • Limited Flexibility - There is less flexibility in pacing the learning process. In-person training is not suitable for self-paced or on-the-go learning.


Live Online Training

In addition to in-person training, many vendors offer live online training. These training sessions are typically held via Zoom or online web video service. Scheduled for a block of time or in sessions, a facility management software company trainer will offer product training and answers to questions. 


  • Flexibility with Location - Live online training eliminates geographical constraints, allowing trainers to train from anywhere and managers and technicians to participate from anywhere. This type of training also reduces travel time and expenses.

  • Real-Time Interaction - Live online training offers real-time engagement with trainers, managers, and technicians. This format supports immediate Q&A sessions and discussions.

  • Adaptability - These sessions have some degree of schedule flexibility and can cater to diverse time zones.


  • Technical Issues - In this training style, connectivity problems or technical glitches are always possible. It is very dependent on a stable internet connection.

  • Limited Personalization - Trainers can find providing individual attention in more extensive online sessions challenging. The larger the group of managers and technicians, the more difficult it is to address specific concerns in the group setting.

  • Learning Styles - Tailoring content to diverse learning styles can be complex in this format. Not all facility managers and technicians will thrive with live online training. 


Training Videos

Training videos are typically pre-recorded training sessions from the facility management software provider. They likely cover various topics, are available through a computer, tablet, or smartphone, and can range in length. 


  • Flexible Learning - Training videos allow learners to access content conveniently at their own pace. This is ideal for managers and technicians with varying schedules or time zone differences.

  • Unlimited Accessibility - Managers and technicians can revisit material as often as needed. This style of training is well-suited for self-directed learners who prefer autonomy.

  • Information Sharing - When managers or technicians find specific videos helpful, sharing that training with others is easy. 


  • Lack of Real-Time Interaction - Video training does not allow immediate interaction with trainers. There are also limited opportunities for questions and discussions.

  • Motivational Challenges - Some managers and technicians trying to learn may need help with self-discipline and motivation. There is also a need for more accountability compared to in-person or live online training. 

  • Technology Dependency - Video training requires access to reliable internet and appropriate devices. These resources are necessary for training to be accessed.

When considering training for a new facility management software system, it's essential to consider your facility managers' and technicians' needs, preferences, and constraints. A blended approach, using two or more of these training styles, can leverage their strengths and be a very effective way to increase adoption and success.