Wednesday, October 14, 2009

Hate to Rework?

What is your attitude toward rework? How often have you heard or said 'I already changed that! You want me to work on that again?' Rework can really demotivate you, especially when you are new to the field. You will see rework as you not getting it right the first time or reviewer not appreciating the effort you put in. Rework can also be very mechanical. You just need to add a line here, replace an image or remove word there.

When is it ok to rework several times?

a. When you are exploring a new approach: When you are trying something new, be prepared to rework. You are bound to realize that there are loose ends; things you had not thought of earlier; newer ideas that you think will work better; that old ideas do not have the necessary impact and so on.

How to tackle: Ensure that you are working in a group. Extra heads help identify the issues at an earlier stage. Have smaller milestones and frequent reviews.

b. When you have time to improve the quality: You know that your design is good but not great. The reviewer points out relevant value adds that can make your design great. Be open to this.

c. When you want to ensure you get it right: When is it important to get it 100% right? It is important to get it right when:
  • the training is in line with a primary role/skill
  • you want to being a attitudinal/behavioral change
  • you need solutions to bring about a mind shit
  • you have promised results
d. When the reviewer is adding value: It is important to allow the reviewer to add value to your work. If it can be improved, then why not? Be open to newer ideas.


When is rework frustrating?

a. When you don't see eye to eye with person giving the feedback: The person giving you feedback may be a client, an authority, a SME and so on. But, never fix something because you are being told to do so. Ensure that you are convinced that the change is a value add and will aid learning further.

How to tackle: Have long drawn discussions about why this change needs to be made. Share your concerns. Ensure you reach a consensus.

b: When there is no clarity on what the reviewer is thinking: This can be very frustratedly. If you continue blindly fixing, you will have several version before things are clear in the head of the reviewer.

How to tackle: Have detailed discussions to understand what the reviewer is trying to say. Ask the right questions to ensure that the reviewer thinks further. Do some research and share information with reviewer. Also, double check by restating what you have understood and what you are going to change.

c. When new things creep up at every round of review: This happens to most of us. Where the reviewer is pressed for time and therefore, scans through the storyboards and shares a top level feedback. This never gets over till they actually sit down and go through it.

How to tackle: If possible, arrange a meeting with the reviewer. Take them through the storyboard and fix issues in front of them.

d. When you are pressed for time: If you are pressed for time and the review cycles are just not getting over, there is a major problem. The possible reasons:
  • Time-effort allocation for this project was incorrect.
  • The reviewer has great expectations.
  • You are just not cut out for this work.

Attitude to Rework

Why did I feel the urge to blog on such a topic? This is because I used to hate rework myself. But, over the years, I would like to believe that I have checked this attitude. Two months back, I worked on a project that required extensive rework at several phases. I realized that (though I was frustrated at times) every time I reworked the product looked better. It is highly satisfying when you look at rework from this point of view.

Rework is probably as important as writing the storyboard for the first time. Be open to it. Respect the people you work with. Remember most people want to ensure that we have a good product. Your goal should also be aligned to this. It will help if you reduce obvious errors while storyboarding/fixing. The more challenging the project, the more the chances of rework. Follow this and it will help reduce rework:
  1. Ensure you understand what is required clearly before attempting to do it.
  2. Ask the right questions so that you have all the answers.
  3. Ensure that you are totally convinced about what you have done. If you are not, the reviewer is surely not going to be.
  4. Be proactive. Do some research to get a clearer understanding if you are unable to get it from the reviewer.
  5. Bounce ideas off peer if you are stuck.

Monday, October 5, 2009

Scenario Based Learning

Check out this SlideShare Presentation:

Friday, September 18, 2009

Speak Out Featured in eLearning Learning

I am absolutely thrilled to announce that Speak Out is now a part of eLearning Learning. For those of you who have not heard of this site, I recommend you visit it now. The tag line of this site says it all: 'A community collecting and organizing the best information on the web about eLearning'. This site acts as a huge reservoir of information. The best blogs in the field of eLearning are featured here. Tony Karrer has brought together the best blogs under one roof.

If you are a learning professional, here are the reasons why you must visit eLearning Learning:
  1. This site includes the latest posts by all the great bloggers (who you are probably already subscribed to). The difference being you can now go to one site and find all the new posts there.
  2. Search has now been made easier. If you have a query, what do you do? Go to your favorite blog and hope the author has written on it? Google it? Now, all you need to do is visit this site and search. You will find relevant posts from several blogs.
  3. Tony Karrer makes life even easier by assimilating a list of best blog posts for a particular category or month.
Quoting eLearning Learning:
The goals of eLearning Learning are:

Collect High Quality Content - The goal of a content community is to provide a high quality destination that highlights the most recent and best content from as defined by the community.

Provide an Easy to Navigate Site - End users most often are people who are not regular readers of the blogs and other sources. They come to the content community to find information on particular topics of interest to them. This links them across to the sources themselves.

Be A Jump Off Point - To be clear all content communities are only jump off points to the sources of the content.

Help Surface Content that Might Not be Found - It’s often hard to find and understand blog content that’s spread across sites. Most users are not regular subscribers to these blogs and other content sources.

Do visit it to see what this site has to offer.

Monday, September 7, 2009

7 Traits an ID Must Have

I know I have already blogged about how most people outside the industry frown on eLearning. I am ready to crib about something else now. :) Why do people think instructional design is easy?

Case 1:
Acquaintance (who happens to be a software engineer): So, what do you do?
Me: I am an instructional designer. I design learning programs for corporates.
Acquaintance: Really? I am usually free during weekends, give me some work. I would like to do something.
Me: Yeah ok.

Thinking to myself: Do you know that you need to learn how to do my work? I was trained for a whole year and am still learning about how I can work better. You think you can master this task over the weekend?

Case 2:
Acquaintance: Hi, I hear you work from home. Can you get me a job like that?
Me: I don't think so.

Thinking to myself: Do you even know what kind of work I do? How do you know whether you will like it or not? I work from home, but this is 'serious' work. (I get this very often. People think my job is a hobby and not a 'real' job.)

Case 3:
ID: I didn't realize storyboarding was so tough. I thought having good writing skills was sufficient.
Me: Well, ID is a lot more than that. (I go on to share my experiences and crib about how people think instructional design is easy.)

Coming back to my original question: why do people think being ID is easy? Is ID about throwing a few slides together? Is ID about content chunking/content development? I'd say it takes alot more than that. If you are looking to take up a job as an instructional designer, you may want to check whether you have the following traits:

a. Ability to read and grasp varied subjects: Do you read a lot? Do you read all sorts of books/blogs? An ID should be a voracious reader. He must have the ability to read anything and grasp what is being said.

Why?
You will come across diverse subjects in your career as an ID. You cannot afford to be 'comfortable' with just one domain (such as soft skills/technical). You should be able to read all kinds of subjects and understand what is being conveyed. Be it rocket science or how to dress to a prom, you should be able to read it and understand it.

b. Deconstruct theory and convert into practical examples: You should be able to look beyond the theory and search for real life examples. You can pick on the SME's brain, Google it, read books/blogs, and so on. But, get the information that will help you design learning effectively. Being an ID is not about copying information from one source and transferring to another source. What you do with this information is important. Transform it, make it learnable. (Believe me, it is easier said that done)

Why?
There are several reasons. Everyone understands a concept better when you share an example. Examples help apply knowledge. What will people do with theories? They want information that they can use. The SME may not be helpful enough to understand why theory is not sufficient or he may be too lazy to do the research for you. So, get used to it. Don't depend on others, go looking for the information yourself.

c. Understand the DLC: Instructional design is not just a part of the process, it is the process. ID is not only about identifying training needs. It is about identifying what the need is. It may not be training the way you understand it. It may mean relooking at the organization structure or the policies and procedures. Even if you are going to play a small role in this process, understand how the process works. Instructional designing is no longer (if it ever was) about storyboarding. It is a lot more. ID starts when you talk to your client, do research to understand your learners, propose the solution, design the table of content, brainstorming about the mode of delivery and implementation plan, storyboard, develop the program, do a QA, test it, and roll it out. Ensure that you know about the entire process. See how you can contribute at all times.

Why?
If you are lucky, you may get to play a part in all stages of the process. You shouldn't have to learn about this later. Believe it or not, in all my projects, I am involved right from the word go till the very end. The project is mine and I know it inside out. I believe in it and know what works for it and what doesn't. I work in a team. My work is not done when the storyboarding is done. I love how my boss (Geeta Bose) puts it: This is not an assembly line where everyone plays a small part and exits. This is so true. If you are designing a part, quit now and join a company that will allow you to design the product itself.

d. Being sensitive to people's needs: Are you intuitive? Are you observant? Are you non-judgmental? If the answer is yes, you will be a good ID. You need to understand your learners. You need to observe them at work and pick up important details that the client will not share with you. Don't judge them for being the way they are. Like Abhinava (@Abhinava) says, love your learners and they will love you.

Why?
It is important to be attached, not detached. You need to understand what your learners feel and why. How can you fill this gap? Getting these answers will help you design an effective learning program.

e. Keep your feet firmly on the ground: Every day you will read about new technology, how it is great and is going to replace all other forms of teaching. Read it. Think about it. Use it. But do not replace this information with whatever you have learnt so far.

Why?
Designing effective learning solutions is not about using the latest technology or applying the latest theory. It is about identifying the right solutions given your audience. Do not look down upon any form of teaching. Your solution may lie in ILTs, eLearning, out bound training, job aids, a book, restructuring of an organization. Keep your options open and choose wisely.

f. Visualize what you read: Do you visualize what you read? Do you have an imagination? I know there are visual designers for this job. But I firmly believe that as an ID, you need to visualize what the program is going to look like. A job of an ID does not end with content chunking and organization. It also involves visualizing how each screen or idea will unfold.

Why?
Visualization is not only about graphic elements. It is about how graphics, text, audio, and other learning elements come together to make information learnable. Visualize how the complete training program will unfold. If you are clear about this, the product will be brilliant.

g. Openness to learn: Are you open to learning yourself? It is not only about making others learn. It is equally important for you to learn. Unfortunately, several people think work pressure is a good enough reason to not learn. This only means that you are not managing your time well. Invest in learning and you will do well. Network and learn from others. Find out what others are doing, listen to what they are saying.

Why?
It is important for you to believe in 'learning' if you are going to want your learners to do it. You have to constantly learn to ensure that you have all the information and the skills required to do your job well. What you learn may not be useful immediately, but will help you in the long run.

h. Respect yourself: Are you used to voicing out your opinions? Will you fight for what is right? I know it sounds idealistic, but it really helps. IDs must questions why. Believe in what you are doing and stop blindly following orders. You respect yourself and people will automatically respect you.

Why?
It is important to know why certain things are the way they are. You may raise questions that others haven't thought of yet. Clients will appreciate that you are truly trying to design an effective program.

I am sure there are several more things that can be added to my list. But, I have to stop somewhere. Finally, do not become an ID if:

1. You think its is going to be an easy and comfortable job. No job is easy.
2. You love technology and are dying to use it. Design for learner and not because you want to try out a fancy technology.
3. You think you know a lot and can share it. Like Abhinava says, it is never about you. It is always about the learners. You may know lots or nothing. As long as you are willing to learn and read, you will do fine.

Read Instructional Designers need more skills than just writing! to really know what ID is really about (while you are there, check out the other great posts as well). If you already in the field, read 5 things an ID can think differently about!

Have you ever got the impression that people thought your job was easy? Share your experiences here. Also, if you have anything to add to my list, feel free to do so.

Tuesday, September 1, 2009

Characters in eLearning

I read this interesting post on Have you thought of Character Driven Stories for Your eLearning? by Rupa (@ruparajgo). I was tempted to blog about it myself (thanks for the inspiration, Rupa).

What role can a character(s) play in your eLearning porgram?

1. Expert: This is probably the most common use of a character in eLearning.
Type 1: This type takes you through the course and is a constant feature. You can design an expert who will take the learner through the course. This expert simplifies information or provides useful tips drawing from his experience.

The character takes on the role of a mentor. The character symbolizes wisdom and is always present to see the learner through tough situations. He/she could encourage and motivate the learner through the course.

Type 2: This type "pops up" when necessary. The role could be defined such that he/she makes an entry to challenge, guide, provide useful information, and so on. This character supplements the content when necessary.

2. Peer: The learner is introduced to the world of a peer. We define the environment and then ask the learner to observe the peer in action and help when the peer gets stuck.

Peer is the 'damsel-in-distress' (not necessarily a damsel). The peer depends on the learner to help him/her through a tough situation. The learner has to make the right decisions to get the situation under control.

3. Guide: The guide is a another common character in eLearning. I have seen several online courses that have an animated character on the top left corner that lip syncs the audio (Her eyes follow your cursor. It is a little freaky.) I have never understood the value these characters add to a learning program. They are neither experts, nor peers. They are the host, who accompanies you through the course.

4. Trouble maker: This could be a boss, an expert, a peer, a competitor, or an enemy. This character challenges the learner at specific instances. Their feedback is blunt, even rude at times. They reprimand the learner if he/she goes wrong and grudgingly accept if they get it right.

The relationship is that of power. The character throws a challenge: Let us see how to get past this hurdle. The learner has to make the right choices to save face or 'win'.

Like Rupa mentions, characters make the course more lively. Remember the following when creating a character:
Give them a personality: I love building a persona for the character. Give him a name, a background, prominent traits, and so on. When creating such a character, I think to myself, what impression do I want this character to make on my learners. Do I want my learners to admire him? Do I want them to empathize with the character? Do I want them to respect him?
Ensure Consistency: It is important to ensure that the character is consistent in behavior across the course. You do not want a timid character being very bold in another scenario. The learner will get confused.
Weave the storyline well: The storyline must blend in well with your theme. Do not introduce characters in an abrupt fashion. Build a simple storyline. Ensure that the storyline is in sync with the theme. Also, ensure that the storyline will flow smoothly through the complete course. Some become too forced if not thought through.
Do not use characters as decorative elements: Characters must aid to learning and the overall learning experience. These characters are not meant to be eye candies.

Sharing some great resources on this:
Learning Agents Part 1: Why Learning Agents
Learning Agents Part 2: Learning Agents Done Well
Learning Agents Part 3: Done Poorly

Monday, August 24, 2009

IDCI: LH Theory by Abhinava


Saturday, I had an opportunity to meet fellow IDCI members at Adobe, Bangalore. It was great to meet and interact with instructional designers from other companies. I was finally getting to meet the people I interact with online through Twitter, Ning, Linkedin, and blogs. Everyone was extremely friendly and the quick coffee before the session helped me catch up with everyone.

Abhinava (@Abhinava)presented on the LH theory. LH theory or the love-hate theory is a philosophy Abhinava swears by for successes in life and work. Abhinava started the session by making us think about ourselves as learners. He posed several questions such as when do you learn, what do you learn, how do you learn. Most things we learn are not necessarily through formal training. After discussing these, he summarized by saying that we learn when there is a need. He linked this need to the Maslow's theory. Abhinava asked us to reflect on the concept of Love and Hate. You can view Abhinava's presentation here.

What does it mean to design using love?
Designing using love means:
  • Giving the learners positive motivations to meet a need or help them gain something
  • Design a 'feel good' learning program
  • Providing a source to love such as the company itself, the narrator of the course, and so on
  • Taking your time to provide continuous, ongoing reinforcements to ensure that learning occurs
  • Ensuring that you have the learner's buy in every step of the way by providing logical reasons/explanations
  • In other words, ensure that the learner understands the consequences of learning
  • Works well for motivated learners and those with high EQ
Designing using hate means:
  • Giving the learners negative motivations to force them to protect an existing need or to avoid some kind of loss
  • Forcing your hand to ensure that they learn to avoid repercussions
  • Ensuring that you remove the source of hate as soon as the objective is met to ensure that learning is sustained
  • Providing quick, useful information that the learner needs
  • Ensuring that the learner understands the consequences of NOT learning
  • Works well with learners with 'I do not care' attitudes
Remember the following points:
  1. Use both love and hate wisely. Too much of hate is detrimental to learning. Too much love is wasted if there is no need.
  2. Do not try and trick the learner. Be honest and transparent.
  3. Design for the learners and not for the content.
  4. Ensure that the source of love is available always and the source of hate is removed as soon as its objective is met.
  5. It is not about IDs or the content. It is always about the learner.
  6. Love your learner always and they will love you back.
Abhinava also touched upon another very interesting aspect. I have been thinking about this for very long. What does Instructional Design encompass? Just the content? Just designing strategies for the course? Well, no! It involves a lot more than that. So, let us see what it involves:
  1. Identifying the problem: What is the current gap that the organization is trying to fill? How can this problem be solved? Training may not be solution. You may realize that the organization needs to relook at their structure or processes. Training may also not be the sole solution. You may need a combination of changes to make it an effective solution.
  2. Understanding the learner: Identify need: How is filling this gap (if through training) going to cater to the learner's need? How will they benefit? Identify motivations: What are their internal motivations? What are their attitudes? Will they want to take this course? Why or why not? Understand learning environment: Where will they take this course? How much time can they take out from their daily work? Are there any disturbances? Are there any factors that will hinder learning?
  3. Understanding the content and identifying the ID strategy: ID is not about page level strategies only. It is about the macro strategy that will bind your learning program together. It is about effectively connecting the different learning solutions together.
  4. Delivery medium: Identifying the most effective medium/media to delivery learning.
  5. Implementation plan: Ensure a successful implementation plan to ensure retention and application of knowledge.
On the whole, the session was highly interactive and informative. Looking forward to many more! (For IDCI members: If I have missed anything or misunderstood something, feel free to add/correct me!)

Thursday, August 20, 2009

8 Tips for the Training Department

Given below are two views on training:

Jaya: I have a list of courses that I am supposed to take. Most of them are irrelevant as I know most of what is covered. These elearning courses are updated regularly. But this typically means that that they change the names in the scenarios and then ask us to take the course all over again. There are a few courses that we are required to take every year because of some rules set by the U.S Government. It seems pointless to go over the same course over and over again.

Ravi: I attending a classroom training when I joined. This session was on product knowledge. I found it very useful as it helped me understand the products we were dealing with. I am sure I will benefit from any other training my organization wishes me to attend. I would like training on communication skills.

Here, we have two individuals with completely differing viewpoints on training. Interesting, isn't it? The first individual works for a big software company and the other works as a shop floor marketing personnel. Most software professionals will give you a similar response. Why are the viewpoints so different? Jaya hates training, while Ravi is open to it.

Let us look at the reasons why Jaya is against training.

1. Learn About Everything Under the Sun
The training/HR department has about 200 courses on their LMS. A huge list of courses is shared with an employee and they are asked to take it in their own pace. This is mandatory. A person will check if employees are completing the course. Therefore, Jaya clicks next on most of the courses and therefore, manages to finish her list of courses. Does the training department do any research at all? Do they know they know how their employees feel about training? Do they have any clue as to what their employees need and what they don't? Do they consider the employees motivations? Employee says: Why do I have to learn about communication skills? I don't interact with clients anyway! Having employees take courses that are not relevant does not help the cause. It does more harm actually.

2. I have enough work, Thanks!
Most employees (and not necessarily software professionals) will tell you this when you ask them whether they have time for training. This is because:
a. They do not see value in training. They do not feel the need to invest time in training as they are sure they know all there is to know.
b. They do have lots of work. They have pressing deadlines, but the training department insists that they complete specific courses within a given period of time. They are distracted as they are more concerned about a deadline looming over their heads.

3. It is just sooo boring...yawn!
Most software employees will tell you how boring the eLearning sessions are and how they click them away! The course do not interest them and therefore, they do not give it a moment's thought. An hour long course is over in a matter of minutes. What is worse is that they would have done extremely well in assessment section. Therefore, they feel confident that they know everything.

Let us look at the reasons why Ravi is pro training.

1. I benefited from it last time!
Simple! Ravi has a positive attitude towards training because he very clearly benefited from it the last time. He feels confident that any training that his management suggests will help him work better.

2. Thirst for Knowledge
Ravi feels he will benefit from a course on communication skills. He obviously realizes that he has lots to learn in this area and that a training program may be a great idea.

I have already blogged about How to tackle a demotivated learner? So, now I am going to share a few tips for the training department.

STOP churning out courses because you have to!
The training department has a budget allotted for training. That's great! But, please do not churn out unnecessary courses! Stop trying to fill in your employees' calenders just because you HAVE to! Most employees in the corporate world are over exposed to training. Remember Ravi? Another reason he likes training was because it was new to him. Try newer ways of teaching. Avoid stuffing eLearning/ILTs down the employees throats! Avoid packing their days with unnecessary training.

START investing time in research
The training department (especially of software companies) has no excuse for not trying to understand their employee's needs. Do some research. Understand the skills sets required for a particular role, map the competencies of employees, and suggest courses. Understand what your learner's motivation and attitudes are. Use this valuable information to design a powerful course that will make a difference.

PLAN well for training
Ensure that your employees do not feel the need to balance work and learning. Ensure that you have their deadlines, schedules, and time in mind when you plan training. This way neither work nor learning gets affected. DO NOT make them choose between the two. The employee will always choose work. If it is a core skill, give them time off work to take it. Ensure that you make their training as smooth as your possibly can.

DESIGN a powerful course
How? The learner is taking an hour or so from his/her work to learn. Give them something that excites them and makes them think. After a full day's work, it is extremely tiring to go through boring training. Give them a breath of fresh air. Make their learning experience a memorable one. Ensure that they do not feel like they are putting in extra effort to take and finish the course. Do not make them regret the time they have invested in this.

STOP ruining it for others
There are so may demotivated learners and the main reason for this is lack of respect for learners. Value their time and treat them with respect. Please do not hold a gun to their heads and say LEARN! Encourage a climate of knowledge sharing. Make them want to learn. Bad training programs poisons the employee's mind against learning itself. A job of a trainer/ID is tough as it. The job is made twice as hard with bad experiences with training.

START exploring newer ways of teaching
See what works for your employees. Avoid resorting to tried and tested modes of delivering learning. Try newer ways of teaching things. Explore how you can encourage social learning at your workplace. How can you get people to learn from each other? Use effective combination of solutions to deploy learning.

DO NOT insist on employees taking the same course over and over
The learner should have the option of revisiting a course if he/she wishes to do so. Do not impose this on them. If you have a rule saying certain courses have to be taken every year, use different ways of refreshing their memories. This could be in the form of handouts, discussion, quick games/scenario-based checks, and so on.

CUSTOMIZE your courses
Most training departments buy off-the-shelf products for soft skills and for technical training, they arrange classroom sessions. If soft skill such as communication is a core skill, then no off-the-shelf is going to cater to the needs of your learner. If soft skill is not a core skill but a concern, no off-the-shelf is going to help! Why? If your employee does not communicate with client face-to-face but only over emails and audio conference, the scenarios in off-the-shelf course may be very general and may not cover these. You need a course that will include scenarios that the learners face in their day-to-day lives. Therefore, off-the-shelf is anyway a bad idea. If you are buying a ready made course, ensure that you have it customized for your needs. Technical training, on the other hand, can be very dull. Ensure that you decide a mode of delivery that will allow active participation. Also, ensure that it is not theoretical and you give information that the employees can actually use.

Think about the effect your courses are having on the learner's psyche. If it is a negative one, stop what you are doing immediately and rethink your approach. Please do not ruin it for other who are trying to do their jobs right. If it is positive, pat yourself on your back and continue to change lives for the better.