The Importance of Operator Training and Resources Available to You

by New member JasonHart on ‎08-08-2016 02:00 PM


BCP Blog_August 2016.jpgProperly training your operators and establishing an accountable environment on the job site can benefit your bottom line in a number of ways, including:


  • Overall efficiency. Operators who participate in regular training are going to be able to operate the machine at optimal performance in order to get the job done right and fast.
  • Job site safety. It is imperative to know and understand the machine you are operating in order to ensure safety and minimize accident or injury risk on the job site.
  • Protecting your investment and the longevity of the machine. Operators who have been trained by the equipment manufacturer or dealer are more likely to properly use, store and transport the machines. Also, by being trained in machine maintenance, operators are more likely to understand the benefit of routine maintenance checks and identifying potential issues early—when they can typically be fixed faster and less expensively.
  • Optimizing utilization of new machine technology. Advanced operator training also helps you and/or your operators stay on top of the latest features and use new technology to its fullest, gaining better accuracy, efficiency and overall productivity from the equipment.


Resources to Help Train You and/or Your Operators


While operator training is especially important, it’s not always easy to locate helpful training resources, especially since it varies by equipment manufacturer. This is why we decided to compile a list of helpful links and resources for those of you who operate and/or manage a fleet of Cat® loaders, excavators, dozers and telehandlers. The following list highlights easily accessible training opportunities available for fleet managers and machine operators:


Caterpillar University offers a comprehensive range of online operator training courses in multiple languages. The catalog includes a variety of safety, operator, and machine servicing and maintenance training courses.


Caterpillar Safety Services provides a variety of resources to help owners and/or operators ensure a safe working environment and a system of accountability. Some of the services include online and in-person and online training courses, safety consultation and assessments, and continuous improvement programs.


Cat® Landscaping and Construction YouTube Channel houses hundreds of walk-arounds and how-to videos. The channel is organized with machine specific playlists and detailed video labels so you can easily find what you are researching. Playlists within the channel include:


  • Product Launch Videos highlight all of the new series and/or product introductions and demonstrations. This is a great resource when you add new machine(s) to your fleet, in order to help your operators get familiar with the new design, capabilities and features.
  • Skid Steers/Compact Track Loaders playlist features a wide variety of videos that give you how-to tips and demonstrations on everything from daily maintenance to utilizing features specific to Cat® Skid Steer, Compact Track and Multi Terrain Loaders. You can watch the series of operating tip videos which demonstrate how to perform daily maintenance and use helpful machine features such as speed sensitive ride control, return to dig and work tool positioner.
  • Backhoe Loaders playlist provides video demonstrations of everything from how to service your backhoe loader to using a hydraulic coupler to switch attachments.
  • Mini Excavators playlist houses a variety of videos that provide training on utilizing machine technology within the cab and operating machine features such as a variable angle boom, as well as machine walk-arounds.
  • Telehandlers playlist is populated with several helpful machine overview and operator tip videos that provide application specific demonstrations and information.
  • Dozers playlist features several machine demonstrations, as well as helpful how-to videos for Cat® Dozer capabilities, including slope assist and the stable blade feature.
  • Small Wheel Loaders playlist contains dozens of operator tip videos demonstrating how to use helpful machine features and technology, such as rimpull, reversing fan, coded start and secondary display.
  • Attachments playlist provides informative videos of the capabilities and demonstrations of a variety of machine attachments.


Making sure your operators are trained properly on the equipment they are using is going to help ensure a safe and efficient job site. To learn more about operator training resources available to you, contact your local Cat® dealer or visit us online.


We’d like to hear about how you participate in training and/or train your operators.


  • Are you a machine operator or do you manage a group of operators? If so, do you and/or your operators participate in equipment training?
  • What type of training resources do you find most helpful? Least helpful?
  • What are some of the challenges you face regarding operator training?
  • How have you established an accountable environment on the job site?
  • Are there certain training resources you wish were available to you that you currently cannot access or find?

by Gordon Wearsch
on ‎08-19-2016 07:59 AM
You did not mention the whole ETS training program or CDI'S (certified dealer instructor) at the dealer level.
by Aaron Scheele
on ‎08-19-2016 11:06 AM
We need the video list back!
Not everyone can access you tube, e learning does not cover legacy models. The walk around and basic familiarization videos were perfect!
About the Author
  • I’m an Attachments Product Application & Sales Support Specialist for Caterpillar in North America. I have been with Caterpillar for five years including roles in the field as a dealer sales support representative and marketing support in the skid steer and small wheel loader product groups. I graduated from Iowa State University with degrees in Agricultural Business and Economics. Our goal is to provide a full portfolio of attachments for our customers to be more productive and versatile with their machines.
  • I am an Industry and Application Rep for Caterpillar. I graduated from NC State with a dual degree in Agriculture Business Management and Agriculture Science, concentrating in Leadership and Environmental Technologies. I focus primarily on the relationships between customers, dealers, and the product specialists for the Building Construction Products division. Growing up on a tobacco and beef cattle farm, I have several years of machine operation experience and agricultural knowledge. Thomas Jefferson said it best in that, "Agriculture is our wisest pursuit, because it will in the end contribute most to real wealth, good morals, and happiness."
  • My passion is in storytelling and thought leadership, helping people connect with the brands they love and helping brands connect with their audiences. At Caterpillar, I get to work with a variety of industries and customer solutions, supporting our customers who are making huge impacts in our world every day. It's not just about the yellow iron - it's about understanding the problems our customers face, and being a part of the total solution.
  • I’m a Compact Wheel Loader Product Application Specialist for Caterpillar in North America. I have 11 years of experience, including roles in the field as a dealer technical support representative, and as a distributor business model consultant.  I graduated from North Carolina State University with a Mechanical Engineering Degree, and wanted a job where I didn't have to sit in front of a computer all day.  This job allows me to get out and get my hands dirty, with the goal of providing solutions to customers’ machine needs.
  • I am a Marketing Communications Specialist for Caterpillar with over twelve years of experience marketing the Cat brand to customers in Latin and North America. My goal is to arm customers with the information needed to make well informed purchase decisions; to maximize the value of Cat machines by using an array of Cat Work Tool attachments; and to minimize the total cost of ownership by using Cat parts and Cat Dealer service.
  • I am an expert Operator and Application Specialist for Caterpillar concentrating on products used in the construction trades industry. I operate, evaluate and train on Cat machines and Work Tool Attachments worldwide. I have a Degree in Agricultural Engineering, Craftsman Certified and was named Apprentice of the Year 1981 at the University of East Anglia, UK.
  • I am the National Association Manager for Caterpillar and have responsibility for customer associations and partnerships in multiple industries for Caterpillar. I have 12 years of experience at Caterpillar, and have spent most of those years in the field with dealers and customers around North America. I have always had a passion for equipment and find myself fortunate to be able to work with dealers and customers almost every day.
  • I am a Product Application Specialist with 16 years of experience in the industry. As a Building Construction Products Global Trainer, I focus on training dealers and customers on machines, attachments and applications as it relates to the construction, agriculture and landscaping segments.
  • I have been with Caterpillar for more than eight years, working in various roles including a materials engineer, a filters product manager and my current position as a parts consultant. My job allows me the opportunity to work with Cat dealers and customers providing insight on how the use of quality filters and fluids results in better equipment performance and lower owning and operating costs.
  • I am a marketing and sales support professional for Caterpillar. In this role, I work with our marketing and customer service teams to support or dealers and customers, concentrating on our Small Wheel Loader, Skid Steer Loader, Mini Excavator and Dozer product groups. The exchange of ideas, information and opinions about equipment and how it’s used in various industries on forums such as this blog helps me fulfill my role at Caterpillar to the best of my ability.
  • I am the commercial/market consulting expert for all Caterpillar tires and rims with 14 years of experience. I provide guidance in the harsher work environments of mining and industrial/waste applications. Our goal is to turn our dealers and customers into knowledgeable and trusted resources with respect to tires and rims. Our group offers training, technical support and resources to develop a level of expertise within the Caterpillar value stream that is ordinarily reserved for tire companies and local tire service providers. Ultimately, we want to provide our customers with a total Cat solution from the ground up.
  • I am a Sales Support Manager for Cat Financial and have responsibility for ensuring that the right financial products are available to Cat customers who purchase, lease or rent to own. 8 of my 10 years with Caterpillar Financial have allowed customer and/or dealer interaction as part of my daily responsibilities including over 3.5 years as a Territory Manager. I take personal satisfaction in finding financial solutions that work for our customers and CAT dealers.
  • I’m a Telehandler Product Application Specialist for Caterpillar in North and South America. I have 13 years of experience, including roles in the field as a dealer service operations and technical support representative, and as a distributor business model consultant. My telehandler passion and focus is working with dealers and customers to maximize the versatility of the product through machine and operator training.
  • I am a Product and Application Specialist with over 35 years experience at Caterpillar. I focus on helping you to determine the best Cat machines, work tool attachments, and services for you to use in the building and general construction, landscaping, specialty trades, and agricultural industries.
  • I am a Senior Regional Insurance Marketing Manager with 16 years’ experience at Caterpillar Financial Insurance Services. I have the opportunity to work with 18 North American dealers providing risk management products and services that helps the Caterpillar Enterprise ( Caterpillar, Dealers and Customers) manage their business risk. Caterpillar Financial Insurance Services offers Extended Protection Plans for machines and engines, Physical Damage Insurance, Inventory Protection Plans, Dealer Property and Casualty, Risk Management, Marine Transit Insurance and Dealer Bonds.
  • Jeff Brown is a marketing professional for Caterpillar Skid Steer, Multi Terrain and Compact Track Loaders. Over Jeff's 12 years in the industry, he has visited with and studied the needs of customers across landscaping, construction, and agriculture segments. Delivering innovative solutions that solve customer's problems is Jeff's main focus.
  • I am a North American Product and Application Specialist for Caterpillar. In this role, I have had the opportunity to represent Caterpillar at various trade shows and train customers on new Small Wheel Loader content. I graduated from Purdue University in 2001 with a Mechanical Engineering degree and have spent the past 15 years with Caterpillar in various engineering roles. Growing up in the Mid-West, I have always loved the cold and the unique activities winter enables. Unfortunately, I had to give those up when I moved to North Carolina. I don't care what people say, you never get used to a hot climate.
  • I am a Filter and Fluid Marketing Consultant with over 14 years experience working at Caterpillar. My focus is to ensure customers understand the importance of using superior filtration and lubrication products in their equipment.
  • I am a Sales Support Manager with over nine years of experience in a variety of roles with Caterpillar Financial Services Corporation. Throughout my career, I have had the opportunity to gain experience in matching financial products and tailoring funding strategies to the specific needs of customers. This includes more than three years as a Territory Manager in Seattle partnered with N C Machinery, an authorized Cat dealer covering the states of Washington and Alaska.

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