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5 Practices Every E-Learning
Team Needs to Master
October 29, 2013
Tanveer Makhani
@TanveerMakhani
5 Practices Every E-Learning
Team Needs to Master
October 29, 2013
Tanveer Makhani
@TanveerMakhani
Your Goals

Create
amazing elearning

Do it cost
effectively
Be asked to do it
again

How do we do this?
Three measures of success:

You stayed
within the
budget

You finished
the project
on time

You got
raving
reviews
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
Draw a
House
(in 60 seconds – go!)
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
What is inside the scope of this project?
•

Target audience

•

Business Requirements

•

Needs assessment

•

Proposed Solution

•

Budget

•

Evaluation

•

Business Case

•

Success Measures

What is NOT inside the scope of this project?
Learner Assessment

WHO
WHAT
WHERE
WHEN
WHY
HOW

are they? Does this affect their learning style?
do they need to learn? Are they capable?
do they come from? Can your learning relate?
do they learn? Do timing and location matter?
are they here? Are you fulfilling that goal?
will they learn best? How do you know?
Budget and Constraints

 What skill sets exist within your immediate team or
department?
 What technologies do you currently have?
 How many resources do you have available to work on
this project?
 What kind of budget is required for a project like this?
Style Guide

 What is the look and feel of your training?
 Themes, Color Schemes, Other Style Elements

 Are your style choices realistic?
 Do they work with your constraints?
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
How do we turn this…
5  Practices Every Elearning Team Needs to Master
5  Practices Every Elearning Team Needs to Master
5  Practices Every Elearning Team Needs to Master
Use Design Models
Design models target a specific purpose or result. They can
also help us speak a common language, so we can create
more consistent designs.
So, what
exactly is a
design
model?
One way to describe it…
A learning model is a general, reusable
solution to a commonly occurring problem in a
given context.

It is not a one-size-fits all solution. Rather, it is
a description or template for how to solve a
problem, and can be used in a variety of
situations.
Models are best practices that the designer
can adapt and implement as needed.
The Cognitive Approach to Learning

Knowledge &
Skills Builder

Goal-based
scenarios

Guided
story

Mentored
task

Show me,
try me, test
me

eMagazine
Three main reasons for a learning
experience:

To inform
or raise
awareness

To improve
knowledge
and skills

To change
attitude
or
behavior
The Cognitive Approach to Learning

Knowledge &
Skills Builder

Goal-based
scenarios

Guided
story

Mentored
task

Show me,
try me, test
me

eMagazine
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
Subject Matter Experts (SMEs)

 Provide expert, domain knowledge
 Assist in identifying and accomplishing learning
objectives
 Include consultants, authors, experts, industry groups,
customers, employees, etc.
1. Define the design
process so the SME knows

their role and how they fit
Provide a high-level view of the key
project milestones
Clearly inform them what they need to
do and how long it’s going to take
Emphasize the importance of face-toface meetings and workshops
2. Help them visualize the
inputs and the outputs
Show them examples of similar
eLearning projects
Provide an example scoping
document, script or PPT

Initial scoping document

Storyboard/script in Word

Wireframe storyboard in PPT
Provide templates for them to work
with
3. Ask the right questions
to get the right content
For Example:
Question 1: What are the top five things people must know?
Question 2: What key steps/processes people must follow to do this right?

Question 3: What are the five most common mistakes people make?

Question 4: Can you tell me five case studies or stories about the topic?

Question 5: Where should people go for more help and information?
Power to the SMEs!

1. Define the
design process so
they know their
role and fit

2. Help them
visualize the
inputs and the
outputs

3. Ask the right
questions to
get the right
content
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
A lot of elearning
content is
downright
boring these
days
“As café staff, it’s compulsory that you

maintain quality of produce and serve it as
specified by the Quality Food Manual. By

the end of this training you will
understand how to serve every food type
according to the standards.”
“Our specials today are cold baked beans, burnt
toast and undercooked potatoes.
Oh, and we have no soup. (We forgot to make it)
What would you like to order?”
Customers expect great hot food at our café - they
know it’s made from our own high quality
produce. To be a hot food hero, you need to
present it, cook it, and serve it perfectly.
Tone Matters
Tone matters – no matter what the content.
Here’s a 5 rule framework to help you write engaging, exciting, and
yawn proof content:
1. Keep it light
2. Give it spirit
3. Have a conversation

4. Call for action
5. Be adult
5  Practices Every Elearning Team Needs to Master
Set direction

1 Get
attention

2 Set
direction

6 Action
and
support

3 Present
information

5 Assess
and
Summarise

4 Exemplify
and
practise
1 Get
attention

2 Set
direction

6 Action
and
support

3 Present
information

5 Assess
and
Summarise

4 Exemplify
and
practise
Get Attention
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
Prove your
worth so that
you can get
another elearning
project
Never forget:

To measure
early

To measure
often

To publish
the results
5  Practices Every Elearning Team Needs to Master
5  Practices Every Elearning Team Needs to Master
Publish Your Results

 Share your success with upper management
 Conduct marketing campaigns
 Go for industry awards and recognition
 Keep it fun, but show demonstrated value in what
you’ve done
5 Practices to Master
1.
2.
3.
4.
5.

Proper Planning
Learning Models
Maximizing SMEs
Tone and Visual Design
Evaluation and Measurement
Questions?
Tanveer Makhani
tanveer.makhani@kineo.com
510.325.3522
@TanveerMakhani

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5 Practices Every Elearning Team Needs to Master

  • 1. 5 Practices Every E-Learning Team Needs to Master October 29, 2013 Tanveer Makhani @TanveerMakhani
  • 2. 5 Practices Every E-Learning Team Needs to Master October 29, 2013 Tanveer Makhani @TanveerMakhani
  • 3. Your Goals Create amazing elearning Do it cost effectively Be asked to do it again How do we do this?
  • 4. Three measures of success: You stayed within the budget You finished the project on time You got raving reviews
  • 5. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement
  • 6. Draw a House (in 60 seconds – go!)
  • 7. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement
  • 8. What is inside the scope of this project? • Target audience • Business Requirements • Needs assessment • Proposed Solution • Budget • Evaluation • Business Case • Success Measures What is NOT inside the scope of this project?
  • 9. Learner Assessment WHO WHAT WHERE WHEN WHY HOW are they? Does this affect their learning style? do they need to learn? Are they capable? do they come from? Can your learning relate? do they learn? Do timing and location matter? are they here? Are you fulfilling that goal? will they learn best? How do you know?
  • 10. Budget and Constraints  What skill sets exist within your immediate team or department?  What technologies do you currently have?  How many resources do you have available to work on this project?  What kind of budget is required for a project like this?
  • 11. Style Guide  What is the look and feel of your training?  Themes, Color Schemes, Other Style Elements  Are your style choices realistic?  Do they work with your constraints?
  • 12. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement
  • 13. How do we turn this…
  • 18. Design models target a specific purpose or result. They can also help us speak a common language, so we can create more consistent designs.
  • 19. So, what exactly is a design model?
  • 20. One way to describe it… A learning model is a general, reusable solution to a commonly occurring problem in a given context. It is not a one-size-fits all solution. Rather, it is a description or template for how to solve a problem, and can be used in a variety of situations. Models are best practices that the designer can adapt and implement as needed.
  • 21. The Cognitive Approach to Learning Knowledge & Skills Builder Goal-based scenarios Guided story Mentored task Show me, try me, test me eMagazine
  • 22. Three main reasons for a learning experience: To inform or raise awareness To improve knowledge and skills To change attitude or behavior
  • 23. The Cognitive Approach to Learning Knowledge & Skills Builder Goal-based scenarios Guided story Mentored task Show me, try me, test me eMagazine
  • 24. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement
  • 25. Subject Matter Experts (SMEs)  Provide expert, domain knowledge  Assist in identifying and accomplishing learning objectives  Include consultants, authors, experts, industry groups, customers, employees, etc.
  • 26. 1. Define the design process so the SME knows their role and how they fit
  • 27. Provide a high-level view of the key project milestones
  • 28. Clearly inform them what they need to do and how long it’s going to take
  • 29. Emphasize the importance of face-toface meetings and workshops
  • 30. 2. Help them visualize the inputs and the outputs
  • 31. Show them examples of similar eLearning projects
  • 32. Provide an example scoping document, script or PPT Initial scoping document Storyboard/script in Word Wireframe storyboard in PPT
  • 33. Provide templates for them to work with
  • 34. 3. Ask the right questions to get the right content
  • 35. For Example: Question 1: What are the top five things people must know? Question 2: What key steps/processes people must follow to do this right? Question 3: What are the five most common mistakes people make? Question 4: Can you tell me five case studies or stories about the topic? Question 5: Where should people go for more help and information?
  • 36. Power to the SMEs! 1. Define the design process so they know their role and fit 2. Help them visualize the inputs and the outputs 3. Ask the right questions to get the right content
  • 37. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement
  • 38. A lot of elearning content is downright boring these days
  • 39. “As café staff, it’s compulsory that you maintain quality of produce and serve it as specified by the Quality Food Manual. By the end of this training you will understand how to serve every food type according to the standards.”
  • 40. “Our specials today are cold baked beans, burnt toast and undercooked potatoes. Oh, and we have no soup. (We forgot to make it) What would you like to order?” Customers expect great hot food at our café - they know it’s made from our own high quality produce. To be a hot food hero, you need to present it, cook it, and serve it perfectly.
  • 41. Tone Matters Tone matters – no matter what the content. Here’s a 5 rule framework to help you write engaging, exciting, and yawn proof content: 1. Keep it light 2. Give it spirit 3. Have a conversation 4. Call for action 5. Be adult
  • 43. Set direction 1 Get attention 2 Set direction 6 Action and support 3 Present information 5 Assess and Summarise 4 Exemplify and practise
  • 44. 1 Get attention 2 Set direction 6 Action and support 3 Present information 5 Assess and Summarise 4 Exemplify and practise
  • 46. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement
  • 47. Prove your worth so that you can get another elearning project
  • 48. Never forget: To measure early To measure often To publish the results
  • 51. Publish Your Results  Share your success with upper management  Conduct marketing campaigns  Go for industry awards and recognition  Keep it fun, but show demonstrated value in what you’ve done
  • 52. 5 Practices to Master 1. 2. 3. 4. 5. Proper Planning Learning Models Maximizing SMEs Tone and Visual Design Evaluation and Measurement