Have you ever worked with an SME who refuses to collaborate because “the Training Manager doesn’t know what she’s talking about”? Or the SME who is apprehensive about providing approval for project documents? The truth is, there are as many types of SMEs as there are Training Consultants and Leads. As the Training Consultant/ project Training Lead, it is in your interest to institute a successful working relationship with the SME.

Following is the 4-step process I use (Connect> Lead> Plan> Collaborate). Please feel free to use it if you find it helpful. And let me know if you have any additional tips on this topic!Step 1

Step 2

Step 3

Step 4