Instructional Design

JEOPARDYPresented by

Brigitte Barrett-Johnston

Tom Voigt

The Nielsen Company

SMESmacking

NoTime

NoMoney

AngryBosses

$100 $100 $100 $100

$200 $200 $200 $200

$300 $300 $300 $300

$400 $400 $400 $400

SMESmacking

NoTime

NoMoney

AngryBosses

$100 $100 $100 $100

$200 $200 $200 $200

$300 $300 $300 $300

$400 $400 $400 $400

You’ve worked hard to finish a project and delivered on time.

Now your SME says, “this isn’t what I expected.”

What do you do?

What you should have done in the first place:

Manage SME Expections

• Do a detailed Scope document• Get signed acknowledgement• Get signed Storyboard approval• Document all changes

Your SME is supposed to review your storyboard and give signed approval but he/she hasn’t responded in over two weeks!

Modify the Scope

• Change the planned delivery dates accordingly

• Do not reinforce SMEs by adjusting planned deliverable dates – you’ll never win!

Your SME has decided the content has changed since the original job specifications. He/she wants to modify the content.

Acknowledge Client Needs

Say, “That’s fine!

We love to accommodate our SME’s and make whatever changes they request!

However, we must implement a ‘Change Order’ and modify the deliverable dates!”

The SME reveals:“You know, our content is changing all the time as new corporate initiatives are implemented. We’ll need to update this content frequently.”

Tell your SME:

“We understand. CHANGE is the nature of business these days.

You might want to consider an alternative way to deliver your content – one that can be updated more frequently.”

Monday – 8:00 a.m.

Scene: Your boss’ office

Your boss says:“This is a HOT issue. You need to produce these tutorials THIS WEEK!

Monday – 8:10 a.m.

Scene: Your boss’ office

You say:“No problem, boss! How about we record the Subject Matter Expert’s presentation and post that on the LMS!?

Your boss calls you into his/her office and says, “Joe Client had an urgent training need – and you failed to meet his/her deliverable deadline.”

You smile and say, “Yes, Boss, we did fail to meet his/her deadlines. Let me explain why.”

And then you produce:

• The original Scope• Copies of correspondence• Change orders• Work completed to date

A new product is being released and online training support has been requested. The only “source” materials are the sales presentations. The product launch is in two weeks.

Use the existing materials to prepare “first round” online support:

• Convert the Sales presentations to Articulate

• Create a “FAQ’s” tutorial

• Record, wrap, and post any audio presentations.

Your boss tells you “our newest client can’t wait 12 weeks to produce a tutorial!” We need to impress them with something HOT – within a month!

How toMake An Impression

Another option is to go for the quick production, impression makers:

• Animate a PowerPoint; produce in Articulate

• Do a picture montage with voice and/or music

• Stock video with “curriculum text”

One option is to PANIC!

A client has recently approached you with a dilemma – “I have 200 employees across the company who need training on a new software product we’re rolling out in one month. I do not have the budget to send 200 of my employees to Chicago for training. What should I do?”

Assess the Needs – Make a Plan – Exceed the Needs

Repurpose Any Existing Resources

Determine the Need

• Who’s your audience? How many users need to be trained?

• Where are they located?

• Who will be our Subject Matter Expert (SME)

• Do existing materials exist?

• Who will facilitate?

• Create e-learning modules – using the presentation or training materials as your content

• Help facilitate a virtual class with the instructor – reach several hundred clients – regardless of location – do large groups with Live Meeting, WebEx or Centra

The training department at your company has recently been reorganized. Your client informs you that there are not enough trainers available to visit clients for on-site training sessions. The client asks, “how will I be certain my employees receive education on this important new module?”

• Offer to create a tutorial or recorded session featuring the new module.

• Ask the training department if a SME is available to “voice” a recorded session.

• Develop a tight PowerPoint presentation to use as your template for the recording.

• Schedule time with the Training Department SME to capture their voice and screen movements for the recorded session.

• If a recorded session is not an option, utilize the Training Department SME to develop content for an on-line tutorial.

According to the Director of Curriculum, many of the tutorials within our Learning Management System are out-of-date and need updating.

How do we accomplish this task of updating the outdated content on our LMS (learning management system) without the budget?

• Offer to update the course descriptions for the outdated courses.

• Meet with your SME’s who helped create the original content – ask them to review the tutorial

• If the changes are not extensive – offer to add a caveat to the course description – explaining the outdated content within the tutorial.

• If the changes are extensive, offer to retire the course from the catalog, but ask for approval from your SME before doing so.

You have been contacted by your Human Resources Representative – “We have several new employees at our company who need to learn more about the organization. In the past, we have sent these new employees to our different offices across the globe to learn more about the company. Unfortunately, our employees can no longer travel internationally to receive this in-person training. How can I be certain these new teams get a “global” perspective on the organization without the option to travel?

• Offer to meet with the Global HR contacts and get their perspective on this training they’ve provided in the past.

• Because these Global HR contacts are “international” – scheduling a virtual training course might be difficult from a scheduling perspective.

• Ask if there are training materials or presentations provided to trainees in the past.

• If there are training materials available, re-purposing the training materials in to Articulate to create a tutorial is always a viable option.

Boss: “Our largest just client called! She said you knew that her orientation program started today – and you didn’t have her training tutorials done in time for today’s orientation

Time: 2:15 p.m.Scene: Your boss’ office

Try this formula:

• Acknowledge the complaint, and your understanding (“Yep, I knew the orientation was today!)

• Explain the facts:

o Original Scopeo Change Orderso Email correspondence

• Assure your boss you’ll make the client happy right away.

The boss demos your project and it crashes.

Crashes Happen!

It’s always a good idea to have several back-ups and alternative delivery methods.

And you’ll get points for being so well prepared as to have every contingency covered!

You just completed a tutorial in Camtasia. Your boss says, “the color scheme is awful – it has to be changed.”

What do you do?

Acknowledge the request

• Then get the SME’s approval to change – they selected and approved the colors

• Do the job over!

BONUS QUESTION

What was the worse, most challenging, and/or frustrating training development situation you’ve faced? How did you handle it?

Did your solution:

• Meet the client’s needs?• Complied with time constraints?• Come within budget?