Lesson 1. Quickstart: e-Learning Design & Content Roadmap

hello everyone and I'm super excited to welcome you at our first webinar of the webinar series how to create great elearning content from A to Z and today we're going to be talking about e-learning design and content roadmap my name is Polina I'm a community manager at iSpring and I will be the moderator for today's webinar and as a speaker we have invited Michael Shashi hi Michael how are you doin okay good thanks for having me awesome Michael is an artist author developer and analogous at alternative media and he will be the presenter and the leader for the whole webinar series we will have the total of ten webinars and I hope that you guys like it we are a little bit nervous because this is the first time we are doing that serious so your support is very much appreciated and I also want to announce a very exciting thing so you guys are going to get a bonus from this webinar series but not all of you but only three lucky ones this is going to be the sixth immense ace to face consultation with an expert forty-five minute consultation and 30 minute consultation you will be able to talk to Michael and dress him your questions any questions that you have connected with your e-learning project maybe you are interested in some more tips and tricks so anything that you have you'll be able to ask Michael about this and how you can get the spoon of you will need to answer this question what did you learn during the webinars this is going to be either this within are any any of the webinars during this webinar series or the whole webinar series in general and you will need to post this answer under the general blog post I will share the link to this blog post in the chat box so you will be able to see where you need to go to publish your answers and after that you'll just need to have your colleagues friends family peers to vote for your answer and at the end of the webinar series we will see who are the top three comments under this blog post and we will provide you with further instructions on how you will how you can receive this online consultation so at this point I'm going to say just one more last thing at the end of this webinar we are going to have a Q&A session so if you have any questions comments or concerns please send them in the question box it should be on the right side of your GoToWebinar webinar panel and I think it's called something like chat slash questions so please post whatever you would like to share with us there and okay at this point we are ready to begin so Michael let me please have the mic over to you great much appreciated thank you all right all right sharing my screen and pulling up do you see my screen yes I can see it and I hope all the attendees can see it as well okay good well welcome everyone thank you and pulling it please alert me if someone comes in with a chat or question or comment as we go along so first of all like I said welcome everyone thank you for attending we really appreciate it and so obviously the title today is Quick Start key learning design and learning design and content roadmap so we have a lot of information to cover both in this webinar to the lesson and the whole webinar series as one so series how to create great elearning content from A to Z and again my name is Michael Xie xiè and I know the last name seems rather difficult but it's she she so I am a technologist at am and alternative media a little bit of background about me and this was the obligatory selfie slide so I have a bachelors in film a bachelors in Native American Studies a Masters of Fine Art and 3d modeling and I've been working in IT and eLearning for 20 years now so I'm currently technologists at am so that's kind of as you see me discuss these different things I had again but the different sort of positions as we go along from instructional design specialist from graphic artist to 3d modeler to programmer to web developer so all these positions so as you see me talk about these various solutions and ideas that's a lot of where my information comes from is you know my personal experience within the industry so what I really wanted to push home is all these webinar lessons and throughout the series this is very casual my style is open-ended I want all of you to have good information I want you to know what we're talking about I want to keep it conversational so as I mentioned if you have comments or if you need to talk about anything specific please post them as soon as you think of them in the chat and we'll talk about them but basically my most important aspect for me is group discussion and that we learn from each other because again these are very intricate topics that take a lot of information so I wanted us all to feel free and comfortable speaking with each other because that's where most of the learning comes from is from our peers and within the industry so let's take a quick look ahead about what you can expect on this webinar series and again I said it's quite robust so we've got a lot of information to cover so you'll see these slides every week as I present letting you know sort of where we are in the whole roadmap of how we're doing so today of course we're talking about Quick Start the e-learning design and content roadmap and how you plan and how you prepare to create your e-learning content so next week we'll talk about the different roles about smees stakeholders and where you fit into all this as far as the e-learning content design and development so week 3 we'll talk about writing essentials whether those you're creating on-screen text or you're creating for narration scripts and those are really important as we continue as we look forward about how to do the development process and I'll talk about more why in a moment then in week 4 we'll talk about some tips and tricks and how you can do the audio and video narrating and editing right inside your I spring authoring tool week 5 we'll talk about creating sort of more enhanced learner assessments and looking at the core essentials of quizzes and knowledge checks and assessments and what you can do to push those forward week six we'll talk about sort of making what we've done so far and create an interactive or more immersive or engaging content for our learner and I'll stop right there for a second and say as I continue to talk about these things week by week you'll see my continued passion for the learner I'm always concerned and always focused on learner centric on making sure that whatever we're creating is right for your learner audience so keep that in mind as we continue forward so and then week seven we'll talk about how we actually make these things into practical application how we actually put them into practice we'll talk about the user interface and user experience about some best practices how you can implement those in your design and development then week eight will really put the polishing touches upon what we're doing about what we've created so far we'll talk about how we can make our courses and content more accessible to our various audiences and then in week nine we'll talk about how we can publish how we can share these things how you can get your content across different platforms or devices and then finally in week 10 it's really about celebrating what we've done so far we'll see some really great examples of content creation we'll see what we can look towards or some websites and some ideas to get information and actually push our content creation further so that's sort of encapsulation of the webinar week by week again I'll have this up in the subsequent webinars just to sort of let you know where we are in the entire process but let me just quickly tell you what to expect in this webinar and again this is the obligatory objective slide so I understand we need to get through these but I really want you to know all the information encapsulated as I see it before we get started so those of you that hate objective slides I'm with you I understand but let's get through this so we can get into the meat and the important part of the content so we're going to talk about what I see e-learning it is and what what I refer to it this webinar series what it means we'll talk about the methodologies used briefly and see some of the processes we'll talk about what I see is the content roadmap we'll look at an overview of a more detailed experience of what to expect we'll talk about planning tools we'll talk about what to do before you open PowerPoint and some additional considerations as you continue to create your content then we'll get into tips and tricks and some time savers here and there but really what I want you to know as we continue through this content what we're going to talk about is the best practices and tips and tricks based on my personal experience from creating content both in the initial stage and to the deliverable so we hope that you follow the information but again we're just giving this information as best practices from my perspective so let's talk about what I see as eLearning when I discuss this so I'll you'll hear me interchangeably talk about it but first of all you know when I talk about educators and trainers Who am I talking about well there's a lot of different as I said I've had a lot of different professional titles and within that so really what it gets down to is you know we're talking about you whatever your role is whether you're a trainer instructor lead designer all these things really we're talking about how you as someone that's creating content creating elearning and training how you can increase your skills how you can do this easier and look at some of the road roadblocks and traps ahead so when I talk about eLearning really what I'm talking about is the conceptual nebulous stage all the way to final delivery delivery sorry so when I talk about that you'll hear me talk about e-learning or e-learning content or instructional design really I'm just using these phrases to talk about this entire process of creating and authoring something that you know you have an idea or you have an existing refresh that needs to be done getting from that sort of planning stage to actually getting it out to your learner and so I don't want us to get hung up on the you know the instructional design part or the theory which is very very important especially in gathering issues the methodologies militarily but what I really want us to focus on is getting it out there and it's a synced and effective manner so while I do that polina let's put up a poll question the first one if you don't mind I'd like to get everyone's how they see you know what their role is so sure just a second okay can you guys see the poll question okay great all right so if you can quickly take the boat and let us know what is your current role and if it's other other role could you please share in the question box with us yep thank you very much so I'll let you all answer that so basically I just wanted to point that out I want to get a feel for what you all as the audience your role is what you feel your role is and again if it's not one of the ones listed just throw in what your title is the titles to me are not necessarily the important part what I want to do is get a feel for all of your perspectives in your focus so I'll let that run just for a few minutes polina please jump in in a moment and let me know when we have some of the answers so we can talk about it so as we talk about the design and development and the e-learning design instructional design all of you know and probably work within different methodologies Waterfall Addie Sam probably probably your organization's or your clients expect you to work in an agile or iterative scrum like environment so in today's trends more than likely all businesses are looking towards agile or iterative so each of you may or may have your own methodologies that you work in you may love it you may hate it but we all have a specific pipeline that we work in and I won't be getting into the differences of these because very obviously or very probably you know what you're dealing with at your organization or with your clients but more importantly what we want to understand is that there is a pipeline or process that we have to go through no matter and even if it's our own internal process so um go ahead sorry for interrupting but it looks like everybody has voted so I will close the poll right now and I will share really quickly the results so we can see that there are a lot of other people I mean other roles and the most are instructional designers good ok all right so let me hide it right now and then we'll get back to your slides okay thank you Michael and Polly I did okay so I had a flashing like I thought it was flashing it's not with someone raising their hand but just double check then let me know if anyone has questions or comments so okay so again she got the methodologies slide and we're just talking about there's different pipelines and processes for everyone won't be getting into the nuts and bolts of each of these because one I expect you know what your process isn't – that would be an entire webinar series on its own remember we're not here to train you how to be an instructional designer you know basically I'm here to share my knowledge and some tips and tricks on how to get that content out to your learner so when we talk about pipelines and methodologies so that aside we'll be looking at some poor concepts sort of like my distilled version of what you can expect in the content so of course there's the planning stage where you're gathering all your information and data and identifying who the key personnel are who you're sneeze are and again this is where you would hopefully identify sometimes they called they're called races which is roles and responsibilities or such but this is where you would identify everyone's understanding of the project or the content itself and each of their roles they need to play in each so and I mentioned here hedging your bets this where you plan the stage hopefully this is also where you would schedule the stage so you would plan what each phase or stage if your particular elearning content project would be hedging your bets for me just means that you have allowed enough time and given yourself enough padding in each of the phases whatever your phases are and your specific content that you don't get caught up at the end and we'll talk about some of those if choose a little bit later but this is where you would plan that out so of course you would also need to understand what's the purpose of the content as you plan of course you know who is this for which we'll talk about in just a moment but looking just beyond here's what I have to do and the content itself but here's what I want this content to do you know by the end my learners should do this or my you know my group should know that understanding as you put your own personal goals and it doesn't mean sort of the list of objectives that you normally see at the beginning kind of like I did today it can mean that but they can also mean what how viable or what level of ability do you want someone to have at the end so again within that same vein you know understand your learner your audience and that's going to be in my personal sub box as we continue forward make every decision based on your audience on your learner's and that's very important to me and it's been crucial throughout my career and so again part of the understanding of your own process is working through yet all the nuts and bolts of your particular methodology or process but really what's in it for the learner and that's just as important or more than most times and with that what sort of device are they using what do you expect learners to will they be reading this on the subway train into work is this something that they can take home and just-in-time learning do you somehow you know have stuff to augment and support your learning after you if you train them these are the questions you need to answer ask and answer as you go along so you'll need to understand creating four different devices and understand how they look on different devices so you'll also need to think about learning platforms now we all love and I'm pathetic quotations we all love our LMS or our LRS ha ha no we don't so that's ok but many of us have have to work within the learning management systems and so we understand that and with that of course sometimes becomes testings you know if your SCORM package is currently communicating with the LMS these are things that you'll need to include remember I talked about hedging your bets in the QA section or in the QA phase the quality assessment Quality Assurance and specifically in producing for the element so the LRS some testing needs to be done so make sure you allow time for that and then of course we'll talk as you think about it think about how items look on different devices how the learner experiences it and especially these days in sort of a mobile-first environment so this is sort of a loose collection of things I like to talk about within whatever methodology is in you know who's who is the key players what is the reason for this learning who is my audience what devices are they on where does this have to live after I've created it and what is the best experience and the best succinct layout for my user so so what I wanted to show you is not only my take but also the take on what we can see from industry standards so I always like to share this information so this is not mine obviously this is from the Chapman Alliance and you can go out there's the link there you go out on the web and view this the Chapman Alliance divides their learning into three levels level one which I jokingly call page turners and those of you that know what I'm talking about know that that's just what we what everyone is forced to take that you just go through it as quickly as possible it's just you know pages of slides and a little bit of images level to which most of us will deal with primarily most of time which is a little bit of images a little bit interactivity some media some video and then the level three would be sort of those really immersive simulations maybe video games but sort of the high level learning as you can see based on what you know the Chapman Alliance there's a lot of steps that go into creating elearning in fact based on this table and I'll make this larger for everyone okay there we go there's a lot of tasks involved and you can call these phases or tasks but there's a lot of work going on to create a learning content and you can see based on this estimate and again this is average time from a survey of a lot of different elearning professionals it takes about 184 hours to make a finished seat our of learning now again there's a lot of give-and-take in there but that's a good look at what's going on in the industry from front-end analysis that we talked about sort of the planning stage from instructional design the storyboarding the graphic work a B audio video narration into programming and making sure your SCORM packages are firing off complete and again like I said QA testing and all these things there's a lot that goes into it and many times your clients or your stakeholders may not understand it so I always like to show this really sort of really good-looking snapshot of what's going on in the industry so I wanted to share that with you as well be sure if you're interested to go out to this website take a look at the different studies they've done and the different information so that's sort of what we look at and and one thing I wanted to bring up is as you see listed here in front-end analysis so many of you have to do business analysis or gap analysis with your instructional design phase we won't be covering that again the instructional design part of elearning is quite robust and quite enhanced and more out of scope in this particular than this particular lessons I just wanted to alert you to that so so polina what is our next poll question remind me the next poll question is about team or a one-person shop let's go ahead and throw that up if you don't mind and so throw that poll question out to the group and then when we get done we'll continue because I think that's a good segue into this right and actually we had some of the answers that let me actually quickly find it when people were answering that yes we have the other role they would say a combination of all or all roles right and that's to be expected and in fact I think we'll have a poll question a little bit later that sort of asked that same thing so right so actually almost everybody voted on this poll question so I think that maybe right now that's a good time to close it okay yeah let's go ahead and close it and gotta good here here are the results okay let me open up thee all right so it looks like 53% of our audience work in a team and 47% are one-person shop right that's very interesting so that's good and so thank you for sharing that so I appreciate you having that question up so it sounds like about half of us or work in teams or one person shops and so I've done both and so that's very interesting I think many of you will note that there's a it's kind of funny sometimes there's a very different method of working either just with yourself obviously there's different people but those of you that are one person shops know that you don't necessarily work with yourself you have to work with your clients with their smees with their stakeholders so it's interesting that you know I'm sort of based on the poll it's sort of half and half but it's I've done both so I understand each of the pain points and and high points of those so we'll talk about that just a minute but I'm glad we share that so when we look at the planning and pre development stage what I really want to talk about are things that you should consider before any content is created before any you know assets are assigned and these are things that you could consider before you even open PowerPoint for the first time so of course we talked about gathering information gathering data so who's my audience and what's their story and I split story in quotation marks specifically for those that work in scrum or agile methodologies you should remember that you know what is the learner story those small vignettes and questionnaires that you have to answer for yourselves this learner story so and again some of this we've already talked about what is the device what's the platform these are the information that you'll need that'll sort of shape the content as you go forward and the planning stage of course many of us work in storyboard when we say okay we have to create storyboards for this some of us call it wire framing and there's a lot of information that needs to go into that working out some of the kinks as we go along this is also in the planning stage where I would suggest agreeing on the visuals as a group or have your clients give you the okay and this includes you know font colors and those such things I'll talk about that in a moment and of course in this planning stage we really want to know who the core people are who we ask questions to who we get approval from whether it's our clients whether it's an internal project and that sort of thing so we want to know the schedule in the timeline I want to make sure that we understand that timeline and understand any paddock we need to build into it so this is where I would really really spend a lot of time identifying any instructional design roadblock any content creation roadblocks anything that may come up that you might not expect and of course unfortunately we don't know what we don't know that being said you can only give yourself enough Plan B's or escape plans but remember when working with a bunch of other humans it's very important that you understand things happen and so we want to make sure that we have a contingency plan no matter what so as I mentioned you know doing the initial agreement or getting sign-off on the visuals is very important so as you begin developing and planning one thing I like to suggest sometimes that some people are very used to and some are not our mind maps and it's a really interesting way to get in and see what's involved in the content and how you see it branching out and what that has to do with and so these are interesting items not only for your own consideration but to bring in your clients and your stakeholders and get their ideas to see how their personal viewpoints can potentially shape what's going on in the content so another thing that I always like to do especially if I'm working for one person as a one-person shop is get client sign off on what I call a design document and that would be the colors and the fonts and the graphic resources and how it's going to look now you may have in your team a person that will do this or they usually handle that part of it however it's always good to at least have a place to go back to it so we loosely call these visual design Docs or other things some of these can be hand inside PowerPoint itself and so as we go through you might see me reference many of these things from a PowerPoint perspective or I spring sweet perspective but I really want you to know that we don't have to necessarily go out and find new tools each and every time so this can be handled right inside PowerPoint or whatever tool you happen to be used using so I want to make that clear as we go forward so a lot of other things you need to really consider as we continue to create the content so assets are very important especially if you want to go from that level one page-turner to a level to more interactive more robust content these would include things like photos videos backgrounds and of course audio and narration and even something as simple as what font choice and for those of you that understand the theory of fonts and and how they look on the web you'll understand that that idea and concept alone is quite robust and something that could again take up several lessons in itself so if you have key individuals again identifying those someone that you really trust and know has expertise in this area please leverage them otherwise I would say it's a good idea to understand what industry standard is and there's a lot of good resources I'll share later about what's going on so in that also as I mentioned working with other humans whether you're one person team one person shop or working on a larger team for a corporate enterprise understand that things happen there's different roles different goals different personal perspectives even different schedules someone's going on vacation someone has to take leave for whatever reason as well as quite frankly some different personalities you may have to deal with some of these may unfortunately adversely affect your content creation as you go along so be aware it happens we all deal with it we all know it's possible so you're not alone but again it's something you need to prepare yourself for and also as I mentioned what else should be considered well remember that people that are outside of your realm of control like the people that QA your stuff even if you do your own stuff you know that it actually takes time both to go through whatever your content is as well as to document any bugs or issues and to get that fixed in the turn around so make sure you plan for these as you do your content creation so as we mentioned over and over and over understand your target devices and what your learner's will be looking at your content our content on and make sure that it's accessible to your learner's that need that and we'll talk about all that the accessibility conformance a little bit later in a different lesson so and we'll also make sure that you understand your assessment questions do you have people writing questions for you are you pulling from a question bank as a centralized where is this who has access to this so understand those and know what those are before you get into it so if those questions come up you have them readily answered so talking about tips and tricks we'll talk about little things you can do to make sure that you're successful again you've gotten a little bit easy as we go along so pitfalls to avoid so less is more so that's not necessarily a pitfall to avoid what I mean by that of course is that when we look at writing for the screen or we look at narrating something or even having text versus images having a very clean and succinct screen or content for your learner is very suggested and highly needed so make sure that you have less and you're succinct and you're telling your story and a very your your communicating your ideas in a very effective manner but I say less is more except when it is and of course what I'm talking about is providing information either on screen or in the the vehicle that you're providing for your learner's but allow them to get more information where needed and that can be as simple as creating resources links a list of glossary entries whatever it is make sure that your learners can can dig deeper and dive deeper for a deeper learning experience so pitfalls to avoid scope creep that really goes without saying and those that know what scope Creek is probably are cringing feel free to share your scope creep stories in the chat so scope creep avoid it and by that I mean anytime the scope of the content project or your learning project again anytime the schedule continues to get bigger or longer or extends because of whatever reason there's a lot more feedback someone of your stakeholders has says wait I forgot to tell everybody this scope creep happens whether it's on a large basis to kill a project or a smaller basis just that adds a couple more days to a project but it happens so we need to understand it and while we cannot avoid it I just want to make everyone aware that it exists we all deal with it we all have our war stories from it but that we need to make sure we do things to have a contingency plan before that so in that same notion re-edits happen especially in the audio narration phase things are written out and they're approved and they're said and stakeholders are smees then realize there's more information that needs to be and they just happen so rerecords happen rillette it's happen just know that we can't avoid these in most cases but we can do things in the planning process that allow us enough time and our clients and our team to make this happen so and another pitfall to avoid believe it or not is people and testers not being familiar with LMS not understanding how SCORM works or X API whatever your particular communication is but not knowing the platform well enough to communicate with it that doesn't happen often but I want to alert you in case you are creating content and placing and on you know your clients LMS or if you are living on your own LMS sometimes things come up that you'll need a LMS question answered it and it may not be readily answered so have a familiarity with SCORM X API whatever it is before you go in to at least be able to understand those things and again this webinar series will not go into LMS and LRS is learning record stores 4x API because again those are very complex and intricate topics so so before we talk about the save time and resources plana I believe we have one more poll question yes we actually have two yes sorry so which one would you like me to lunch about the clear process pipeline etc yes all right okay so here is the poll question do you have a clear process pipeline etc established to create eLearning so could you guys please share with us whether you have it or not and while people are voting let me please read a column Alan regarding the scope creep he says go creep happens to us based on bringing in top-level executives for redline reviewed near the end that's very unfortunately true and as you may hear me say over and over whether it's in real life or on these webinar series I have a personal hashtag that says hashtag scope creeps X and it really does it's X and as this person mentioned you know when you get other people involved sometimes those are stakeholders sometimes they're higher-ups sometimes there are Smiths and sometimes guys believe it or not the scope creep happens because of us because of our oversight or not enough planning and this and that and that's why I continue to talk about give yourself enough padding in your schedule and know your process in and out so that you can identify areas that you know are going to have you know significant consequence on the schedule and we have a really quick question from Darren regarding scope creep how do you handle additional billable time for scope creeps and we added that's yeah and that's a great question I think any of us that have done a one-person shop or know that we have clients that's a hard question open and honest and transparency within your process going back to your client or your stakeholders and say look this happened and understand it that it needs reading there's no easy way to answer that question and I'll just say that right up front but it needs to be something that you plan out before as you reach whatever agreement it is with your personal team or you know your own team on a corporate level or from your clients on a once shop sort of thing that needs to be agreed upon what happens if there are rillette it's what happens if the schedule goes beyond and that's not an ever and easy topic to broach but it needs to be broached unfortunately and I've been in the case where you know stuff happens and re-edits need to happen I don't want to say this out loud but you know sometimes I've had to say okay look I'm going to take one for the team I'm not going charge for this but I definitely learned my lesson the hard way you know by not getting paid for my time to make sure I have those hard conversations with my clients before we do that in the next time so that's a great question and I wish I had already answer but I don't it's just something you need to plan for and either learn your lesson by not getting paid or make sure that you have that clause in whatever contract you sign awesome and before we move on just wanted to quickly mention a comment from Karen debt management involved early on in the process to help establish the scope that's a great point and just like unfortunately was mentioned earlier that may increase the development time that may affect the schedule but it needs to happen you need to have as buy-in and approval from as many people as possible and understand their own personal point of view if you have different personalities you have one person that doesn't believe and you know mobile devices that's fine you still need to get to buy-in on the importance of the core concepts of the content meaning even if there are different personalities and even as mentioned earlier if someone with redline veto power comes in get them in early get that out of the way and deal with it and allow that padding in your schedule so you understand that so those are good points right right yeah but that's what I was that's what I wanted to share from other comments from our audience and you can see on your screen the results for that Paul question so more than half of our audience don't usually have a clear process or pipeline established that's very interesting so thank you I appreciate that so we'll throw the other poll question up in just a moment but so I want to comment on that just briefly and let me go back so sorry so that being said I think that's very telling and I think the 30 or so percent that said yes we do have a process or pipeline if we put that poll question out again I would bet more than you know a good majority of that 30% would say well we have one but you know it's not really followed but it's you know we have one a name and we give it lip service but that's very interesting so you know around 2/3 of the people that answered that poll question don't have a particular process and here's what I want to say about that is develop your own succinct process whether or not you call it a D or methodology or I'm sorry or waterfall or Sam take one and live in it and learn it and if you're if it's the same one that your client has or whatever your internal team is that's great but use it and whether you give it that name or not you know this is a SAM splint this is Tracy's plan this is Bob's plan live in it and understand it and know it and that's very important for the process now that being said these processes and methodologies are very very important but what I'm really getting at is not that they are more important than what's going on for your learner they're important to get the job done and that's sometimes very important as well and I want to bring that up that if you don't have a processes go out and find one probably agile or scrum scrum like methodology Addie's been around forever so that's one many are familiar with within our industry but go out and live in one and understand and flex in it and use that to your ability in your power so I'm glad we asked that question so it's very good so going back to that so within any of those pipelines and methodologies understand that there ways we can save time again about as we look forward in time and see how we're planning this entire process we want to think about what's going to take the most time remember I talked about recording audio recording video re-edits so the earlier you can hammer out the scripts for those the earlier you can hammer out any sort of for a framework to get those done the earlier you can have the appointment scheduled to get the video captured whatever it is the better so the earlier you can do it in your process the better because things happen schedules slip people can't make it people have a cold and can't record audio that de ré records and re-edits happen make sure you take the time in your schedule and in your planning to know that's going to happen and those of us that have worked in different groups and different clients know that that's a hard task to do understanding that you have a succinct and sometimes compressed timeline and schedule it'll turn things around means that anytime there's any delay whatsoever it blows the project out so be very careful and understand these things in my experience have really put a project behind when everything was done everything was buttoned up the course looks great oh and we just found out that there's something really important left out of that person's audio we have to go rerecord it that takes time not only to re-record it to re-edit it to get it back to us to get the audio cleaned up to get it back to the course and that takes time so again think about these things and each and every nuances you get forwards establish your conventions early so that's something we don't think about but as any of you that have done any programming know if you've looked at someone else's code you know that commenting code is very important so the same thing as we're looking for archived files or we have a file sharing system we need to establish these naming conventions early what version control is and of course those that have used programming or that our programmers or developers have used get you know and different repositories or version control so there's tools out there to help us and understand at what point something is archived you may have version 1 through 99 and what point our versions 1 through 98 archived and we say this is the current version they establish those as a group and identify them and document that so people when they ask again why is you know where's the latest version you can pull up this documentation form and when possible leverage tools you have in this case we're going to talk a lot about PowerPoint we're going to talk about how you use a storyboard and wireframe how you can even create complex animations remember when I said less is more in some cases you can have an entire set of what you would normally do in you know slides or screens and have that a none really nice succinct animation for your learner's rather than again doing the level one page turners and we can even do audio and video capturing and editing we'll talk about that a lot later but these are things I want to remind us that save times and resources so as we look at saving time and resources there's always going to be that Google search haha I mean the research out there that you do and I just wanted to throw up some really key places to go and get some information these are some big places that I normally see when I continue to reinvest myself and reinvigorate what's going on whether it's what's going on as an industry or what's going on just as my other professional experts are doing and seeing what's going out there now I'm not promoting any dates what I'm saying is these are really good repositories that I see continuing to pop up on my google searches I mean my research so I want you to be aware of those so we're about to finish up polina let's do the final poll question I think we have one more right sure just a second let's do that and then really what I want to do is start getting us ready to have an open discussion to talk about key things that you want to talk about not only from this session but the series to go ahead all right so can you guys let us know if you or your group have a process does everyone stick to it and you can choose either yes or no for that one and this really goes back to that last question so remember we were talking about the process and while about two-thirds of you don't necessarily have a succinct process it'd be interesting to find out whether or not you're sticking to any sort of unnamed process yes and while people people are voting let me please go a little bit off-topic and let everyone know that after this webinar we will put together a blog post that will that will have the information like the the script of this webinar or like a little summary of it and also very core the presenters presentation so I will be happy to send the link to this blog post to all of you guys because you have attended and it also will be sent to everyone who registered registers registers I'm sorry here for those webinars because sometimes it's really hard to attend because you might have the work meetings or have other stuff planned we completely and totally understand that so we'll be more than share – I'm sorry more than happy to share that information with you so yes you will receive this resources and I'm sorry Michael please go ahead no that's fantastic I really appreciate that so that'll be a great resource afterwards as well and a great place to share ideas and continue this discussion so I really appreciate that from you guys doing that so it looks like polls are pretty much done yep and let me share the results really quickly so it looks like for a 73% of our attendees not everyone sticks to the process that their group has that's yeah and that's not surprising especially based on that they're you know two-thirds of the group didn't have a specific process so I think that's really good to talk about and I think that maybe one of our discussion points so we really want to talk about what's involved and whether or not there's a process and remember like I said develop your own process so I think that's a good way to think about it so let me go ahead and leave my information up but what I really want to do is open it up so we've covered a lot of broad information but what I want to do is talk about from your perspective from your perspective as designers developers programmers graphic people all this stuff really what are some of your pain points what do you see is the development process what is some of your own personal pipelines and processes I really get into it and so this will be sort of the pattern that we follow each and every time is come to this table and be ready to talk about your own problems and as a group I want us to make sure that we understand that each of us have something to contribute whether it's like oh I've had that same problem or oh wow I didn't think about that how do we solve that as a group so Pauline are there any questions coming in or ones that we haven't read so far yes of course we have some that we haven't covered and for example the first one when you say developing a process can you develop a general process even if you design very different training topics formats etc yeah I think that's a good point so let's just take a look as we go here so let's go back into this one so these are my slides every one so what I want to do is open up this slide so that I can kind of talk about so take a look at this now again this is from the Chapman Alliance but developing your process so take a look at what's involved here look at all those tasks now you could list those out at your own process and go okay I know what each of those are or I don't but you could list those out at each of those could be its own phase in your project so you certainly can develop your own and believe it or not this you know this would follow Addie and depending on how you faced this and made the feedback requirement this could be agile so you could make these each you know their own stage their own phase their own deliverable so you certainly can and I think many times even if we work in our own method or you know whatever our team methodology is we you know we have our own personal process if we do no matter what it's called but I think just look at this you know so go out to the chat on the lines website take a look at this particular website and there's a lot of other slides to deal with this information this is just one slide of maybe 35 or 40 slides but it's a very intricate level of what's involved now as I mentioned when we talked about that front-end analysis and gap analysis and business analysis is highly complex so just having a one line in there doesn't give it you know the you know the robust you know explanation and you see but look how much time it takes it takes almost 10% of the entire elearning development process and for some of you you know that's probably not quite enough you know it may take you you know almost 15% you know so depending on your offering a program platform so it really depends but each of these have a succinct level so you can certainly use as a basis to start your own that's a good question mm-hmm awesome and a question from Darren do you write it into the contract X hours anything additional costs wife and so here's the thing and so I'll be quite honest so none of this learning series is about writing contracts or making sure that you know your personal business works but that would be a really great topic itself but I've been in a situation so there's a lot of discussion going on right now and probably has been for a long time but I've noticed in social media there's a lot of posts and a lot of discussion on LinkedIn about you know should we as consultants as e-learning consultants or you know development consultants should we be you know parsing our time out hourly and there's a lot of discussion as well no you know because you're just saying you know one hour of my time is only worth so much now I'm not going to get into that I do agree with a lot of that but those of us that actually you know have to subset you know as subsistence based on our business that we bring in know that we have to do contracts and sometimes we have to write over whatever form that our clients put out so getting back to your specific question having that open and honest discussion with your client is very important there's there's a succinct meme out there or something on Twitter I saw recently that basically this this consultant wrote out so listen you don't screw me over I don't screw you over and together we'll make this this product and that's all their business contract was and so having that level of trust having that level of buy-in before including conversations before and in your succinct burbage in your contract helps now that probably doesn't solve or answer your specific question but again it's very complex and understanding so that being said anytime you have a contract there's how you lay it out the scope but as well there's also the contingencies this scope is based on your participation bla bla bla anything outside of that we'll be billed at such-and-such hour so again there's ways to write it you have to deal with your own client and whether or not they agree or don't agree with that so business cases alone for how to do consultant based elearning content creation is well beyond other scope but I tell you what let's start that discussion if you want to inside here and see what other people say but I appreciate that thing putting the question in thank you and we have a question about this particular slide that you currently have up from Mike I think the slide is useful for coming up with benchmarks so roughly 185 hours development per one hour of training is a good guideline I think it's a good place to start and I always like this because it's so succinct now again you'll notice at the bottom right or bottom left this is from the Chapman Alliance in September 2010 now that's when the research was pulled and then of course they had to you know develop the data and such but it's a really great place to start and when you think about it when you start laying out especially if you're a consultant you know divvying out your hours for a client really looking at this as well do I agree with that or not can I do storyboarding quicker than say you know 20 hours or so probably but 20 hours is half of a business workweek so when you think about it you're putting in two or three hours a day for a couple of days getting buy-in and approval from your client and that really it adds up to about the same now I do think like I said this is a great place to start that doesn't mean that's the end on B all that these numbers don't flirt flirt sorry float they for you but I've been in very different situations where and it's taken 200 plus hours to develop something that was leveled to some of that had to do with rillette it's on audio some of them had to do with establishing the LMS communication some of them had to do with you know the storyboards were not approved by the smees it just and I've been on some that have been as little as say just 90 hours or so because the content was a little smaller or we had already agreed upon certain things and were succinct so again I don't think this is the ultimate guesstimate of what's going on but I think this is a really good sustained way to look at it and I think if you present this to your business partners or your clients or your stakeholders and show them everything that's involved and let them understand this is just a snapshot that each of these particular tasks has a whole bunch of subtasks that need to be taken into consideration I think you'll get a lot more you know understanding and buy-in from your clients so mm-hmm great and we have a comment from you know I'm surprised that the need analysis Fredette analysis is below ten percent I understand it's average but I feel it should be higher could you name the range for this line please and I agree and in some cases it it definitely needs to be higher so I think that probably a lot of us are surprised that it's not higher so I don't know that there's a specific range again I I'm not part of the Chapman alliance and I didn't get their data set but just speaking from my own personal experience it's got anywhere from lower to more like seven percent of the total time to on up to twenty percent and some of that has to do with personalities someone has deal with whether or not this is new territory as far as creating content or the learning from a new concept some of it has to do if this is just a refresh it really depends case by case basis but so 10% okay maybe that's a little low but in some cases it's not going to take that much on the front end especially with those people that do the gap analysis business analysis and front-end analysis if you have a very person or if it's you on the team you'd probably know what's going on pretty well so those that have done it before run those traps before know what to look forward know how they ferret out that information quickly so in the long scheme of things I think if you had more than 10% on the gap analysis or the front-end analysis side you would probably exponentially very slightly extend your project anyway so if that was more than 10% you would probably have a little bit incremental in each of those stages or phases or tasks making the project a little bit longer anyways so I think it's a good place to start I agree with it might be on the low end but again these are data sets gathered by Chapman so and quite frankly like I said it's 2010 information they still have it out again and that's slide from their website just like a couple of weeks ago but it's the same information that's been out there but I still think it's viable and a great place for us to start those conversations just like you did awesome thank you Michael and a question from Carl put this as perspective of iSpring and powerpoints a relatively simple platform wouldn't that reduce the work hour were delivered our our content I think it certainly could so basically I'll restate the question and maybe I'm not quite getting the nuanced version of it but so when we go back to this you know it takes 184 hours sorry my slide didn't want to pull up but let's pull it up here so if we just sort of use that 184 hours isn't using a an authoring tool like iSpring shouldn't that reduce the number of hours needed maybe in the authoring and programming side sure it certainly could so 184 hours let's say that you say hey look everyone look my client look my stakeholders look this is what we're going to do here's industry standard 184 hours I'm going to use this specific platform say iSpring and instead of taking you know 32 hours for this one seat hour I'm going to be able to do it in 20 hours or whatever it is but you're right it can significantly reduce and I'll tell you what you know the entire part of this webinar series is to do just that is to get items both on your desk and out the door in an effective manner and hopefully reduce that number of hours needed now that doesn't mean that we're trying to take something and make it less succinct less effective you know just put out stuff that we wouldn't be proud of what we want to do is continue to put out content for our learners learner centric content that we can be proud of but do it in a very effective and very succinct manner and hopefully one that doesn't have any scope creep but I think that's a great question so anytime you use tools or even have these discussions hopefully it will reduce the overall time dated awesome thank you and could you please describe what is level 2 learning eLearning and how many levels are there question from Oliver there's a joke on Kung Fu Panda the movie where there is now a level zero and so they're in the Chapman alliance they talk about three levels and I like that because it's easily consumed and understood by clients or stakeholders and so within that level one would be as I mentioned sort of just the page turners just slides maybe no images maybe one or two images but just slides of text that you click through and click through the slides level one and I don't have those numbers up because I continue to focus on level two as you see in front of you which has various slides it has quizzes or knowledge checks it has some level of interaction it relies heavily on graphics it also probably has some audio so that's what most of us live in that's what most of us deal with I say that you know there's a lot but level three again would be the immersive simulation type where if you're doing software training you have the actual software tool up someone can run through it in a test environment or even like a simulated environment like a game or a serious game something created with unity or something on a mobile device or creating content that's both level two and mobile device just-in-time learning so these different aspects make it level three and it exponentially shoots up how much time is spent on each C Tower of finished product so that's kind of the encapsulation I like that because it breaks it down in one two or three which really for my clients is easy to understand knowing that they'll probably whatever I'm creating for them will probably be in level two okay thank you and I also shared a comment from Mike a link I mean in the chat where they have the description on that chat man Alliance site that's exactly right Matt and that's the same link that you can look at this information so thank you and that's also available on the slides but yeah so that that's what we're looking at and I'll go back to that slide here it is on the screen as well in case you're not seeing the chat I'll put it here and again that's what they were talking about that's the same link that they shared how long does it take to create heat learning so the entire slide deck is about that so how long does it take as well here's a scene that's a sink table does around 184 hours but just like you guys asked you know what about level 1 what about level 2 and 3 and so it goes to each of those and why and what the industry standard was so it's a pretty robust look at what's going on in a really good snapshot so alright thanks a lot and if we go back to the methodologies what about mixing a D and an agile methodology and I think they're so that's a good point so I always think there's probably going to be some mix some level or some hybrid in many cases as you know as I mentioned you know many of our e-learning partners or groups or internal groups are looking towards a more agile look so remember that a D can be agile methodology if there's an iterative continuation or if there's a back-and-forth and I think we'll find more and more of that so sort of to answer that question is it depends and I think that even though we may be in one particular methodology I think that you'll find maybe your business partners or maybe your clients will go oh well we need to be agile well understand what that means and go out and find some information or you know talk with some people that use that methodology you know again we use that now in e-learning because you know software developers and application developers have used that for a number of years the fail fast you know but let's get it done and get out the door now some of those concepts really work for you learning and if your group is using agile methodology or scrum methodology for that great it works it keeps you in constant contact you have constant you know reworking everything's modulized so you may have people working on this or that but at the end you come together so there's some really great tools to take from that really great methods to use but you may find that you know you still at least on your develop that you're working in one of the other so I would just understand what it is that it's expected and make sure that you're able to flex with that environment awesome thank you and we have a question about feed hours what exactly do you mean by seed hour is it reading time how does one estimate set seed time can we talk off it's in terms of number of slides or screens or can it be linked to number of words across the course that's a very complex question so I'm laughing because the answer to me that I've been I've used and that I've been told before is that seat time means butts in seats means people actually sitting maybe at a computer maybe at their desk learning or training or whatever it is now that's how do we get to that number well that's an interesting topic in some cases you may find that it's a minute per slide if you have a 20 minute 20 slide deck or you have created something an e-learning tool that has 20 different screens maybe that's 20 minutes maybe it's not not because here's what happens is we're talking about our learners so there's a difference between talking about here's what you're going to here's your level of involvement because that's kind of what we're guesstimating and I use that word specific we're guesstimating it so seat time is just that sort of generalized guesstimate of hours or time that a person may be associated with this training maybe you have an e-learning training that is very robust but really only has five slides but what if each of those slides has a really interesting two-and-a-half minute vignette from a video from YouTube or one that you've created or an introduction to a topic by a really renowned expert your learner will probably have more time involved in that slide or whatever it is in order to get through it so and but let's also take about if you have 10 slides maybe that's 10 minutes maybe it's not maybe you have additional resources available documented PDFs or policies out from the federal government or any additional information perhaps you've created a small mobile app that shows someone step-by-step and pictures only how to do things again how much time is invested from your learner and those are things you need to discuss and discover as you think about how to create that content from the initial concept on is what do I expect my learner to do because of course we all want our learners to go oh that's really great that's cool – no more or how do I know more or look this this content providers said here here's five or six other things you can do to learn more and that's great but we can't put a specific timeframe on those because it differs not only from our content as I just went it up but it's going to differ for each learner let's say I read faster than other people or I read slower something that I takes me five minutes to read someone else can read in a minute and actually have better attention than I do same thing within the vice-versa so it really depends and I laugh because that's a funny question because you'll get the ask quite a bit but keep those in mind and just sort of give someone an approximation to the best of your ability thanks so much Michael for covering that question and I think the last question we have time to cover today is from Karen we are new to iSpring and starting to build process trainings and machine trainings do you approach these two types of training differently to start or is it approached similarly so between process training and what type of training machine training okay so I so it depends so that's a good question so it would be almost so I have people to ask about VR virtual reality so I talk about that sometimes and could you use it to teach agile methodology hmm well maybe but you know it's a process it's a conceptual thing so I think no matter whether it's conceptual or it's machine learning obviously with the machine learning there's there's certain concepts that need to be pushed forward so you know the soft answer as well yes they're kind of the same but really even if you have to process oriented learning contents they're going to be succinctly they're going to be different so there's no way to say just across the board everything is the same we're going to the same way so but what you can do is understand one concept from another so I would open up that to the group those of you had that have done both or one of the other do you find differences I would say it depends you know but I really think that within using you know the tools you have is iSpring for creating screenshots and explaining things or understanding concepts and creating those animations in yes and we'll talk about those things a little later lesson but those ideas and concepts are really interesting so anything you can do whether it's explore a concept or physically I say physically or visually show someone how to do it or what to do understanding the methodology behind it is sometimes just as important to more important but again you have some learners like just show me what to do I'm done so it really depends on your learner not only the content itself I hope that answers your question Karen and I think that at this point we are ready to rip up I would like to thank you Michael for putting this together and I received a lot of comments from our attendees that they really enjoyed this presentation and they're looking forward to the next webinar is in this series so thank you very much for doing that that's fantastic thank you Paul ADA I appreciate it all right so at this point I would like to remind everyone that we are going to have the next webinar of the series next Wednesday and I will be sending the invitation message rather soon and you are also welcome to register for all our webinar series in our blog and I am going to share the link to that blog post just one more time in the comment section and I'm sorry in the chat of course and also I wanted to say that I would like to thank you guys for participating and for asking your question and sharing your opinion on what Michael was talking about and we are going to put up the post in our blog include that will include the video of this webinar the presentation for Michael and also I will try to include some of your comments the relevant comments to the topic so that everyone can see them and I will be sharing that blog post as soon as it's live all right so at this point I wish everyone a wonderful day and we'll see at the next webinar bye bye everyone bye Michael thanks bye

3 thoughts on “Lesson 1. Quickstart: e-Learning Design & Content Roadmap

  1. Hi, most slides aren't clear nor readable. Can I request a link or a copy? Thanks much. -AHA, 5/25/18

  2. Hey here is an infographic on e-Learning Development Challenges Faced by Solution Providers across the e-Learning development life cycle.

  3. Hello Polina. This is such an exciting lesson and can't wait for each of the following lessons. Although I haven't participated in the live webinar, due to the time difference between yourself and New Zealand, I appreciate each webinar recording.

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