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Designing Job Aids

Chris Petrizzo,Employee Development Manager

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Objective

Design Simple And Effective Job Aids. Design Simple And Effective Job Aids.

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Benefits

Organizes Training Delivery Enhances Interest Enhances Retention Facilitates

Training Transfer Standardizes

Procedure

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Overview

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Common Job Aid Formats

Step-by-step Forms And Worksheets Decision Tables Flow Charts Checklists Reference Sources FAQ

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1. Plan - Usage

Who are my learners? Newbies/Veterans? Subject matter knowledge? Comfort with English, numbers, etc.?

How will the job aid be used? Frequency of use? Pressure/Speed? User input required?

What might be an appropriate format? Format – Step-by-Step, etc. Medium – Word? Excel? PowerPoint? WiKey?

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Usage: Changing a Tire

Who are my learners?

How will the job aid be used?

What might be an appropriate format?

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1. Plan - Objective

Desired Results Begin With The End In Mind! What Do They Need To Know/Do?

Elements: Performance – What Will The Learner Be Doing?

Action Verb – Visible/Audible Conditions – What Conditions Will You Impose?

Context/Circumstances Criterion – How Will You Recognize Success?

Quality/Speed

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Objective: Changing a Tire

Performance

Condition

Criterion

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Planning A Job Aid For Composing A Lotus Notes E-mail Fill in Job Aid handout

Usage – Teams 1 & 3 Who How What

Objective – Teams 2 & 4 Performance Condition Criterion

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2. Gather

What Existing Information Is Available? Policy & Procedure

WiKey Word Docs File Drawers Sticky Notes Cocktail Napkins

Subject Matter Experts?

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3. Brainstorm

What Topics & Steps What Topics & Steps Might Be IncludedMight Be Included

Based On Planning? Based On Planning?

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4. Organize

What's Important?What's Important? What's Missing?What's Missing? ChunkingChunking SequencingSequencing

ChunksChunks Within ChunksWithin Chunks

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Organize: Changing a Tire Snow Tires vs. All Season Tires Where To Buy Tires How Tires Are Made Operating A Jack Loosening Lug Nuts Pulling Over Safely Evaluating A Tire's Condition Inflating A Tire Soliciting Roadside Assistance Raising A Car Positioning A Jack

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Organizing A Job Aid For Composing A Lotus Notes E-mail Spell Checking Addressing Subject Creating Inserting Attachments Formatting Text Launching Lotus Notes

Adding A Contact Copying Text Closing Lotus Notes Using Instant

Messaging Inserting A Signature

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5. Format

Develop Job Aid In Chosen Format Using Applicable Tool – Next Time!!!

Choice Of Words Fewer Is Generally Better Action Verbs Consistency – e.g. “Click”, “Select”, “Push”, “Hit”

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6. Evaluate

LearnersLearners

ManagementManagement

Subject Subject

matter matter

expertsexperts

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Summary

Steps:2. Plan3. Gather4. Brainstorm5. Organize6. Develop7. Evaluate

Next Time:Fill In Job Aid For A Topic You Might Need To Teach