Open Source Instructional Design
Collaborating with SMEs
© 2010 IntelliDesign LLC
Instructional Designers constantly
adjust to external road conditions
Navigating
successfully
can be
difficult
Economy
Changes
Technology
Bottlenecks
threaten
on-time
delivery*
*Kapp/Defelice: “Reducing the Time
to Develop One Hour of Instruction”
Scope
Creep
...
We can
arrive on
time, if we
join forces
with our
SME.
Chart your course toward Collaboration
with an Open Source attitude.
What Do They Have
In Common?
90 Second Table Discussion:
Your Best SME Ever - Why?
Have you experienced these
“Rapid Development
bottlenecks?”
Delays
Pushback
Lack of
Support
How can we stay
proactive & po...
Consider
Upgrading
Your
Roadmap
Meet Bill
Meet Linus
Which philosophy
do you prefer?
…by sharing basic ID skills with a Subject
Matter Expert
Empowering Our SMEs
Empowerment Breaks Bottlenecks
Break the bottleneck
and get more with less!
“Traditional” Instructional Design
(in a rapid environment)
1) Existing content developed by SME
2) Designer “fixes” the c...
Collaboration Stories
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Healthcare Study
Are You Smarter Than a 6th Grader?
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Healthcare Study
“Sy...
“Reducing Time to Develop 1 Hour of Instruction”
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Health...
“Collaboration & the Quality of Health Care”
Center for Workplace Transformation
– 2300 observations, 63 interviews in 3 h...
Collaboration in the 1940s
Disney Org. Chart
circa 1942
Consider empowering the SME
with basic design skills
Collaborate
Break Bottlenecks
Think
the Box
Outside
Communicate:
- Status updates
- Reminders for next steps (What, When, & Who)
- Action Items for the client, SME, and stake...
90 Second Table Discussion:
What’s In Your Toolbox?
1. Overview the Process
2. Guide them
Tools: Gantt chart | Schedule | Communications plan | Agenda | Checklist
3. Demonstr...
Using Your Guard Rails
• Babysteps
• Picking the *right* SME
• Stay in the Driver’s Seat
• “No failure zone” OK to experim...
What Does Your Route Toward
Collaboration Look Like?
1950s
1990s
2010s
1950s
1990s
The Bookshelf:
2010s
The Bookshelf:
Our Approach
Dipping or Diving?
Putting It Together
Putting It Together
1. Comolli & Prestera; Managing the Unmanagable SME
retrieved from: http://www.learningsolutionsmag.com/articles/194/manag...
Wrapup & Next Steps
 Join the revolution! 
 Submit your Success Stories & Solutions
 Future Case Studies & Research
 ...
Questions & Comments
linkedin.com/in/nathaneckel
Designers must
deliver within
tight timelines
SMEs
Can Lighten
Our Load
Break the Bottleneck:
…empower your SME
Arrive on time
and on budget
with an open source attitude
Thanks for Joining Us!
SpecialthankstotheASTDSanDiegoteam!
linkedin.com/in/nathaneckel
© 2010 IntelliDesign LLC
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Open Source Instructional Design - Overview

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Presented at ASTD San Diego's "Your Turn To Learn" conference, November 2010.

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  • As instructional designers, we must constantly adjust to the volatile nature of our field. This industry is relatively new to begin with so change is to be expected. We also have constantly changing social and technological dynamics to adjust to.
  • We have three primary challenges to navigating our jobs each day: #1 The constant changes of social and organization needs, as well as technology can distract us along the journey | #2. Additionally, technology allows SMEs to bypass IDs in the short term content that may look just as good on the surface, but is often instructionally weak or counterproductive | #3. Our troubled economy discourages proactive solutions. It puts immediate needs before the proactive long term changes that might help us.
  • In a recent study (Kapp & Defelice), Subject Matter Experts (SMEs) were identified as the #2 hindrance to on-time delivery, influencing the high cost of creating an average hour of instruction.
  • We need to consider some bold changes to reach our goals. Instead of a “passing the baton” model of teamwork, we need a team approach. We need to partner with our SME against the common challenges of the project to deliver on time.
  • The “passing the baton” model creates bottlenecks – constraints in quality, cost, and speed. Collaborating with SMEs is one way to break through to a new model where the old limitations can be expanded. However, this is only possible for those who are willing to take bold action to include SMEs beyond the traditional design model. Are you willing to try something new?
  • We need a new roadmap for design. The traditional model cannot keep pace with our current rate of change. “Rapid” design risks leaving out key aspects of the ADDIE process. Traditional design is like a poorly designed highway – the training keeps being revised by the SME or ID, similar to the constant potholes and repairs. A better designed highway from the start solves this.
  • Sources: *Linus Torvalds photo courtesy of Athanasios Kasampalis via Flickr, under NonCommercial-NoDerivs License. **Bill Gates photo courtesy of Albuquerque Police records, “public domain”.
  • Sources: *Linus Torvalds photo courtesy of Athanasios Kasampalis via Flickr, under NonCommercial-NoDerivs License. **Bill Gates photo courtesy of Albuquerque Police records, “public domain”.
  • How do we design a better training road to performance from the start? The architect – the SME – needs to be empowered with the tools she needs to craft a better design. When we consider empowering our SMEs with the basic design skillset, we lay the foundation for better results with less revisions and less overall effort.
  • Break the limitations off of traditional design by taking the risk to empower SMEs with your design expertise. Chances are that you’ll be a guru rather than a grunt 
  • Here are some specific management tips that work from Philly based design experts Prestera & Commoli. Expanding the roadmap as a project manager to include Gantt charts, communication plans, and status updates will keep “student designers” on track. You might also want to include reminders for next steps linked to the key persons responsible, action items for the client, SME, and stakeholder with deliverable dates, and information about future tasks and milestones.
  • You can empower them with the ADDIE roadmap, and the tools they need for the journey. Basic analysis tools, instructional strategies, etc will go a long way in keeping them on track.
  • But please, remember the guard rails! | #1 Take your first “baby steps” towards collaboration carefully! | #2 Find the *right* SME – one that is fun to work with and eager to learn how to design more effectively | #3 Driver’s Ed: if you got to drive the “student driver” car, did your teacher use the brake on you too?
  • Let’s have some fun with some scenarios – here’s a few ideas of what first steps toward an Open Source collaboration might look like for you.
  • The 1950’s workplace is what Fred or George went to every day. It was pretty low on flexibility but high on stability. Many workplaces today have lost the stability but retain the rigid culture!
  • The 1990’s workplace is the workplace of Stephen Covey (7 Habits) or John Gray (Men Are From Mars). This workplace values proactivity, working “smart” not hard, and a more sensitive culture. In a thought economy, feelings matter to enhance or restrict the bottom line.
  • The 2010s workplace is attempting to catch up with rapid changes in our world, and stay on top of a globalized economy. No one opposes the idea of collaboration but it is still far from the norm. Social networks and maturing, user-friendly technology provide anyone with the tools to publish their expertise, whether it makes sense or not.
  • How should we approach collaboration in light of workplace environment and the SME? Is it better to dive into the deep end of the pool, or gradually wade our way in from the shallow end? Regardless of your decision, remember that you have guard rails available!
  • Instructional Designers will always have to deliver within tight timelines. That’s a reality and part of the challenge of the job.
  • However if we properly equip them with the basic design skillset, SMEs can lighten the load for both of us.
  • Take the calculated risk: share the basics of your design skillset with an interested SME. Break the bottleneck by empowering your SME.
  • With an “open source”, collaborative attitude, you will arrive at your shared goals on time and within budget.
  • Open Source Instructional Design - Overview

    1. 1. Open Source Instructional Design Collaborating with SMEs © 2010 IntelliDesign LLC
    2. 2. Instructional Designers constantly adjust to external road conditions
    3. 3. Navigating successfully can be difficult Economy Changes Technology
    4. 4. Bottlenecks threaten on-time delivery* *Kapp/Defelice: “Reducing the Time to Develop One Hour of Instruction” Scope Creep SMEs
    5. 5. We can arrive on time, if we join forces with our SME.
    6. 6. Chart your course toward Collaboration with an Open Source attitude.
    7. 7. What Do They Have In Common?
    8. 8. 90 Second Table Discussion: Your Best SME Ever - Why?
    9. 9. Have you experienced these “Rapid Development bottlenecks?” Delays Pushback Lack of Support How can we stay proactive & positive?
    10. 10. Consider Upgrading Your Roadmap
    11. 11. Meet Bill
    12. 12. Meet Linus Which philosophy do you prefer?
    13. 13. …by sharing basic ID skills with a Subject Matter Expert Empowering Our SMEs
    14. 14. Empowerment Breaks Bottlenecks Break the bottleneck and get more with less!
    15. 15. “Traditional” Instructional Design (in a rapid environment) 1) Existing content developed by SME 2) Designer “fixes” the content 3) SME verifies technical accuracy 4) ID or developer inputs content into new format
    16. 16. Collaboration Stories Reducing the Time to Develop One Hour of Instruction Collaborative Healthcare Study
    17. 17. Are You Smarter Than a 6th Grader? Reducing the Time to Develop One Hour of Instruction Collaborative Healthcare Study “Systems thinking is a core 21st century skill, and a skill we believe is key to enabling good learning.”
    18. 18. “Reducing Time to Develop 1 Hour of Instruction” Reducing the Time to Develop One Hour of Instruction Collaborative Healthcare Study SME challenges were identified as the 2nd largest cost of creating instruction in a recent study*. (Defelice & Kapp)
    19. 19. “Collaboration & the Quality of Health Care” Center for Workplace Transformation – 2300 observations, 63 interviews in 3 hospitals Hospital with best care was most collaborative Worst hospital was most split between administrative and medical staff “We can specify cases in which collaboration prevents errors and improves care process… and where lack of collaboration creates errors” Reducing the Time to Develop One Hour of Instruction Collaborative Healthcare Study
    20. 20. Collaboration in the 1940s Disney Org. Chart circa 1942
    21. 21. Consider empowering the SME with basic design skills
    22. 22. Collaborate Break Bottlenecks Think the Box Outside
    23. 23. Communicate: - Status updates - Reminders for next steps (What, When, & Who) - Action Items for the client, SME, and stakeholder - Planning for future tasks and milestones. Empower SMEs with Your Toolbox
    24. 24. 90 Second Table Discussion: What’s In Your Toolbox?
    25. 25. 1. Overview the Process 2. Guide them Tools: Gantt chart | Schedule | Communications plan | Agenda | Checklist 3. Demonstrate what you’ve learned from them, then ask for more info 4. Learn their content & organize/outline it for them 5. Stay upbeat & encouraging Prestera & Comolli “Managing the Unmanageable SME” “Managing the Unmanageable SME”
    26. 26. Using Your Guard Rails • Babysteps • Picking the *right* SME • Stay in the Driver’s Seat • “No failure zone” OK to experiment
    27. 27. What Does Your Route Toward Collaboration Look Like? 1950s 1990s 2010s
    28. 28. 1950s
    29. 29. 1990s The Bookshelf:
    30. 30. 2010s The Bookshelf:
    31. 31. Our Approach Dipping or Diving?
    32. 32. Putting It Together
    33. 33. Putting It Together
    34. 34. 1. Comolli & Prestera; Managing the Unmanagable SME retrieved from: http://www.learningsolutionsmag.com/articles/194/managing-the- unmanageable-subject-matter-expert Slides: http://www.performdev.com/site_resources/presentations/gvispi06_slides.pdf 2. Kapp & Defelice “Time to Develop One Hour of Training” retrieved from http://www.astd.org/LC/2009/0809_kapp.htm on September 29th 2010 “Reducing the Time to Develop One Hour of Training”, ASTD Links Plus, March 2010 (premium subscription content) 3. Heckscher & Rubinstein, “Collaboration and the Quality of Healthcare Delivery” http://cwt-ru.org/ 4. Quest 2 Learn website: www.q2l.org Resources
    35. 35. Wrapup & Next Steps  Join the revolution!   Submit your Success Stories & Solutions  Future Case Studies & Research  LinkedIn: linkedin.com/in/nathaneckel
    36. 36. Questions & Comments linkedin.com/in/nathaneckel
    37. 37. Designers must deliver within tight timelines
    38. 38. SMEs Can Lighten Our Load
    39. 39. Break the Bottleneck: …empower your SME
    40. 40. Arrive on time and on budget with an open source attitude
    41. 41. Thanks for Joining Us! SpecialthankstotheASTDSanDiegoteam! linkedin.com/in/nathaneckel © 2010 IntelliDesign LLC
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