Guided by Optimizely's training team, participants will leave this session armed with the tools and resources to enable their organization with the technical and strategic skills needed to build a successful optimization program. Through modeling of best-practices and facilitation techniques, participants will gain a strong foundation in the three key Optimizely training modules: Optimizely X - Platform Training, Strategy Ideation, and Hypothesis Creation, and Result Review and Analysis. This workshop focuses on how to facilitate and what to expect before, during, and after a training. We will discuss the key learning objectives, common questions and takeaways, and follow-up resources from each module. Join us and learn how to deliver powerful Optimizely trainings to enable your team.

2. Train the Trainer: Enabling Your
Team
Jason G’Sell
Sr. Training Consultant
Gabby Des Georges
Customer Success Manager
Amish Patel
Sr. Training Consultant

3. Agenda
1. What are the
foundational skills for
experimentation?
2. How Optimizely trains
our customers
3. Common challenges in
training
4. Who’s involved
5. Facilitation best
practices
6. Take home resources

4. What are the foundational skills
required to start experimenting?
Discussion

5. Platform
Skills
How to use
Optimizely to build
Experiments
Quality Assurance
JS/CSS/HTML

6. Platform
Skills
How to use
Optimizely to build
Experiments
Quality Assurance
JS/CSS/HTML
Developing data-
backed ideas
Crafting strong
hypotheses
Prioritizing
hypotheses
Managing a
roadmap
Testing
Strategy

7. Platform
Skills
How to use
Optimizely to build
Experiments
Quality Assurance
JS/CSS/HTML
Developing data-
backed ideas
Crafting strong
hypotheses
Prioritizing
hypotheses
Managing a
roadmap
Understand
statistical
significance
Results
segmentation
Data analysis and
interpretation
Testing
Strategy
Results
Analysis

8. Platform
Skills
Testing
Strategy
Results
Analysis
1 2 3

9. Platform
Skills
Testing
Strategy
Results
Analysis
90 minutes 90 minutes 60 minutes
1 2 3

10. Platform
Skills
Testing
Strategy
Results
Analysis
90 minutes 90 minutes 60 minutes
1 2 3
Anyone building
experiments in Optimizely,
marketers, designers,
developers, QA
Marketers,
strategists,
designers, analysts,
project managers
Marketers,
strategists, analysts,
data scientists
project managers

11. Optimizely X
Platform
Training
1. Configuring experiment
components (pages,
events, audiences)
2. Building an experiment
3. Creating a variation
4. QA an experiment

12. Resources 1. Slide deck
2. Optimizely X project with a
live snippet implemented
where you can demo building
components, experiments,
and QA

13. Deck Review

14. Homework 1. Implement the Optimizely
snippet
2. Configure any analytics
integrations
3. Create your pages, events,
and audiences (if applicable)
4. Build your first experiment
and edit a variation
5. QA and set it live 

15. Strategy
Foundations
Training
1. Connect testing to
business goals
2. Use data for experiment
ideation
3. Design effective
hypotheses
4. Leverage a defined
testing process
5. Prioritize a roadmap

16. Resources 1. Slide deck
2. Optimizely Program
Management account
3. Optimizely testing roadmap
template, if not using
Program Management
4. Sample Size Calculator, if
necessary

17. Deck Review

18. Homework 1. Hold a brainstorming session
2. Craft at least 5 hypotheses
3. Document and prioritize
them in Program
Management or your
roadmap

19. Results
Training
1. Understand statistics for
experimentation
2. Read the Optimizely
results page
3. Take action on winning,
losing, and inconclusive
results

20. Resources 1. Slide deck
2. Live experiment results
page, or sample results page
(open in incognito window):
I. Retail
II. B2B
III. Media
IV. Travel
V. Financial Services

21. Deck Review

22. Homework 1. Analyze and interpret your
action. What’s the story that
your data is telling?
2. Take action on your results!
3. Feed back your learnings
into your roadmap. How
does this change what you’ll
test next?
4. Study for the Web
Foundations certification
exam

23. What are common
questions that often require
retraining?

24. Capabilities
and limitations
of Visual Editor.
Or… when to
write code.
Which
metrics to
track / How to
measure
success
QA methods

25. What are common problems that
prevent adoption?

26. Incorrect
snippet
implementation
Failure to
follow
performance
best practices
Not
integrating
analytics,
then having
data
discrepancies

27. Just as it's important to know the platform, it's
important to guide others on best practices for
strategy. You don't want to waste time and
resources testing on things that won't make an
impact or don't work towards your
experimentation goals.
Gabby Des Georges
“
”

28. Where can users get more value
from additional training?

29. Not leveraging
extensions,
wasting
developer time
Not using
ProjectJS for
custom events,
increasing
complexity
Not using out-
of-the-box
Dynamic Pages
/ SPA’s

30. What creates an engaging and
memorable learning experience?
Discussion

31. Ask questions! Don’t just
wait for the participants to
ask you.

32. Ask questions! Don’t just
wait for the participants to
ask you.
Asses your audience’s
experience, strengths, and
weakness in advance.

33. Ask questions! Don’t just
wait for the participants to
ask you.
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.

34. Ask questions! Don’t just
wait for the participants to
ask you.
Learn by doing. Be hands-
on in the platform when
possible.
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.

35. Ask questions! Don’t just
wait for the participants to
ask you.
Quizzes are a great way of
assessing understanding as
you go.
Learn by doing. Be hands-
on in the platform when
possible.
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.

36. Ask questions! Don’t just
wait for the participants to
ask you.
Quizzes are a great way of
assessing understanding as
you go.
Learn by doing. Be hands-
on in the platform when
possible.
Humor!
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.

37. Ask questions! Don’t just
wait for the participants to
ask you.
Quizzes are a great way of
assessing understanding as
you go.
Learn by doing. Be hands-
on in the platform when
possible.
Humor!
Tailor the content to your
audience. Which features
will they be using most?
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.

38. Ask questions! Don’t just
wait for the participants to
ask you.
Quizzes are a great way of
assessing understanding as
you go.
Learn by doing. Be hands-
on in the platform when
possible.
Come prepared. Set up
sandbox and demo
projects in advance.
Humor!
Tailor the content to your
audience. Which features
will they be using most?
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.

39. Ask questions! Don’t just
wait for the participants to
ask you.
Quizzes are a great way of
assessing understanding as
you go.
Learn by doing. Be hands-
on in the platform when
possible.
Come prepared. Set up
sandbox and demo
projects in advance.
Humor!
Tailor the content to your
audience. Which features
will they be using most?
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.
Have clearly defined
learning objectives.

40. Ask questions! Don’t just
wait for the participants to
ask you.
Quizzes are a great way of
assessing understanding as
you go.
Learn by doing. Be hands-
on in the platform when
possible.
Come prepared. Set up
sandbox and demo
projects in advance.
Humor!
Tailor the content to your
audience. Which features
will they be using most?
Encourage group
discussion
Asses your audience’s
experience, strengths, and
weakness in advance.
Have clearly defined
learning objectives.
Ensure all users can log in
with the proper
permissions before you
start.

41. Being an expert doesn’t mean
having to know everything.
—Jason G’Sell
“
”

42. Agenda
1. What are the
foundational skills for
experimentation?
2. Who’s involved
3. How Optimizely trains
our customers
4. Common challenges in
training
5. Facilitation best
practices
6. Take home resources

43. Where to go next
• CSM and Training Services
• Training Days a la Nike
• Services Flyers

44. Take Home
Resources
• Visit this Box folder. It includes:
1. Slide decks for each of the three trainings
2. Link to testing roadmap template
3. Links to demo results pages
4. Recordings of each of the three trainings
5. Follow-up survey questions
• Leverage the Optimizely Academy and Certifications to support
your instructor-led trainings

45. Q&A

47. Thank you!