Wednesday, August 29, 2012

Making a SME an eLearning Designer in 30 minutes


With PowerPoint serving as the foundation of rapid eLearning development for tools like Adobe Captivate and Articulate Presenter, everyone thinks they can be an eLearning developer.  Unfortunately, the development of effective modules is rarely (probably never) simply putting next buttons on an existing deck.  However, because PowerPoint is the initial tool for development, there’s no reason a subject matter expert with interest in developing can’t leverage that passion and do much of the initial work on the module.
That being said, there are several key considerations that are essential to spell out before you turn over the keys to the module.  The initial conversation can make the difference between turning your SME into someone who toils for hours on a presentation that is of no use to you and turning the SME into your partner-apprentice who can leverage her understanding of eLearning and create something that will resemble the final product.  She won’t (and shouldn’t) do everything for the module, but by spending 30 minutes discussing module design, you’ll educate an advocate who will partner with you to do much of the initial work.

Goals and most important topics
The module should have a goal in mind.  Most likely, it will modify behavior or familiarize the learner with new information.  Here, it is important to know what is most essential to the process as well as the SME so you can ensure the finished module will accomplish the goal.  This will also be the statement to which the SME turns to determine if something should be included or omitted from the module.  The goal is as important for what it does not say as what it does say.  You probably aren’t going to familiarize someone with a new topic to the same degree they will understand it when they’ve been performing for 5 years, so it probably isn’t as essential to include all the nuance that a veteran carries in her head.

Keep it short
While completing a SkillSoft course may take 3+ hours, your module probably won’t.  A good rule of thumb is 30 minutes or less.  For very complex or detailed topics, it may take several modules, but each one should stay under a half an hour.  Cognitive load will max out and the learner won’t be able to take in new information, so ensure your SME can keep the module short enough to allow the learner to digest and connect all the new information.

Interactions
The assumption is that you don’t want the learners to suffer through reading slide after slide of text – or listening to slide after slide of narration (especially not Text-to-Speech narration).  As such, there will need to be several points of interaction where the learner engages with the material.  Your SMEs will vary wildly in the types of interactions they’ll want to include, so it is your job as the developer to provide them a menu or have a conversation with them about the types of interactions you can create.  Your development experience will also have an impact on the types of interactions that can be created.  If you are limited to the rapid development tools available, you can build multiple choice assessment questions, hot spots, drag and drop, and a few key others included with your software.  If you are a Flash developer, the sky’s the limit as to what you can create and include in the module. 
As these interactions are not created within PowerPoint, you wouldn’t expect the SME to include them in her iteration of the module.  Instead, she’ll include a placeholder slide in the deck and have a conversation with you (probably before the PowerPoint is started) to brainstorm the types of interactions that would best be suited to the situation and content.  From there, you can help guide her to an appropriate understanding of what will occur on that vacant slide.  As such, she’ll know what should lead up to and what should follow the interaction. 
Because interactions are where the bulk of the learner’s time as well as your (the developer’s) time will be spent, it is important that they closely align with the goals of the module as opposed to being filler.  If you were creating a module to help cafeteria workers understand food preparation safety, your interactions should focus on that rather than a cashier simulation – regardless how much fun that may be to develop and play.

Navigation
Along the same lines as interactions, navigation is an important topic to discuss before module design or PowerPoint work begins.  There are typically three different types of eLearning navigation: linear, spoke-hub, and hourglass. 
Linear navigation includes content presented in a string of screens.  While many will bash this type of navigation as being restrictive to adult learners, it is the content that should primarily drive you to this style.  If the content requires that A is understood before progressing to B, non-linear navigation would be foolish.  This is the style of navigation that a PowerPoint presentation follows, so it is the one most SMEs may most comfortably fall back to when working in PowerPoint.  If possible, it should be avoided as the simplest way to include interaction is to give the learner a choice in where they go next.
Spoke-Hub navigation includes a menu of choices with single slide (or linear) sections off of the menu.  For example, a module focused on the various appliances in the kitchen could include a menu of the choices (refrigerator, stove, oven, microwave, dishwasher) with a few slides detailing each of them after the learner selected them.  Once that particular section was completed, the learner is returned to the menu (ideally with some sort of variable flagged to visually indicate that section was completed).  This type of navigation works well to allow learners the opportunity to explore the content.
Hourglass navigation has learners make choices that lead to different slides before being returned to a core slide.  A module on interviewing skills may offer the learner a choice of responses to a question.  Each response leads to an appropriate slide (slides, or possibly even additional decision point), providing feedback on that particular path, before returning the learner to the next portion of the interview.  This allows the content to be tailored to the user input, providing a more engaging learning experience.
By understanding the types of navigation available to her, the SME is then able to create a more customized experience for the learner that is appropriate to the content.  When working with non-linear navigation, it is often helpful to use PowerPoint section headings and diagrams to keep track of which slides go where in the experience.  This will be essential to the developer when the PowerPoint is converted to a module.

Keep the finished product in mind
Although she is using PowerPoint, the SME will ultimately be creating something that should not look like it was created in PowerPoint.  On the Rapid eLearning Blog, Tom Kuhlman discusses the importance of changing our presentation template to look like eLearning rather than the bulleted list of PowerPoint presentations.  In order to get your SME to think of PowerPoint as an authoring tool and not as a bulleted list slide tool, you may need to help her break out of the box and adjust the master pages.
Along the same lines, it is important to establish the visual look and feel up front.  Deciding on heading and body fonts and sizes can save a lot of headache on the back end if they are understood and incorporated before you have the deck handed to you.  Learners will attempt to apply logic to your fonts, sizes, and layout.  As such, it is important to use them with intention rather than have them auto-size meaning onto your content. 
In addition to the visual text, it is important to have an agreement on the graphics used in the module.  If you are using clipart, you’ll want to limit yourself to one (or complimentary) style of clipart.  Cartoons, icons, and silhouettes don’t mix well and will make even the best content seem unprofessional and less valid.  If you have access to stock photography libraries, you can have the SME grab screenshots of watermarked images from the site in order to decide on the correct images to use.  Once consensus is reached, you can download the actual images without wasting time (or available downloads) by grabbing images along the way.
Keeping the finished product in mind and coming to a consensus on a few key design elements will go a long way toward setting your SME up for success.  By coming to agreement and making a couple of key design decisions at the beginning of the process, you can empower the SME to do much of the design work with the developer acting as a consultant, mentor, and guide in the process.  There will be disagreements along the way, but ironing out those details as you help her understand the design process will help you create an advocate-apprentice who can help you more efficiently work through creating modules, especially if it is a client group with whom you repeatedly work.

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