ISD Process & Design Principles For WBT Jan 2010


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My presentation for e-Learning instructional design & project management principles

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ISD Process & Design Principles For WBT Jan 2010

  1. 1. Presentation by: Peter Vloyanetes Instructional Design & Management Best Practices- “ Instructional Development & Design Principles for Web-based Training”
  2. 2. <ul><li>Web-based Training Team </li></ul><ul><li>Web-based Training Development Process </li></ul><ul><li>Web-based Training Design Principles </li></ul><ul><li>Web-based Project Plan </li></ul>Presentation Topics
  3. 3. <ul><li>Video/Multimedia Producer </li></ul><ul><li>Business Development Manager </li></ul><ul><li>e-Learning Instructional Designer </li></ul><ul><li>Project Manager </li></ul>My Background…25 plus years delivering business communications and training solutions. What’s yours?
  4. 4. <ul><li>Web-based Training Development Team </li></ul><ul><li>- Key Competencies </li></ul><ul><li>Web-based Training Development Process </li></ul><ul><ul><li>- Instructional Design Steps aka-”Chunking” </li></ul></ul><ul><li>Web-based Training Design Principles </li></ul><ul><ul><li>- Graphics/Media, Type Fonts/Size, User Interactivity & Navigation Controls </li></ul></ul>Why the Confusion?
  5. 5. <ul><li>Business/Financial Sponsor </li></ul><ul><li>Project Manager </li></ul><ul><li>Instructional Designer </li></ul><ul><li>Technical Sponsor/IT </li></ul><ul><li>Subject Matter Expert </li></ul><ul><li>Web-developer </li></ul><ul><li>Graphic Artist </li></ul><ul><li>Writer/Editor </li></ul><ul><li>Web-programmer </li></ul><ul><li>Systems Administrator </li></ul><ul><li>Marketing Sponsor </li></ul>The “Team”
  6. 6. <ul><li>Business/Financial Sponsor- the person paying for it </li></ul><ul><li>Project Manager- the person responsible to the person paying for it </li></ul><ul><li>Instructional Designer- the person responsible for maintaining the </li></ul><ul><li>instructional integrity of the project </li></ul><ul><li>Technical Sponsor/IT- the person responsible making it work </li></ul><ul><li>Subject Matter Expert- the person responsible for the content </li></ul>The “Team” top of the food-chain
  7. 7. <ul><li>Web-developer </li></ul><ul><li>Graphic Artist </li></ul><ul><li>Writer/Editor </li></ul><ul><li>Web-programmer </li></ul><ul><li>Systems Administrator </li></ul>The “Team” the ones who make stuff happen
  8. 8. <ul><li>Web-based Training Development Process </li></ul><ul><ul><li>Instructional Design Steps… </li></ul></ul><ul><ul><li>AKA “Chunking it down” </li></ul></ul><ul><ul><li>“… a systematic approach or set of processes for managing the development steps used in converting learning content into web-based training.” </li></ul></ul><ul><ul><li>What I call the Instructional Design Master Document …which has very little to do with “Design” </li></ul></ul>
  9. 9. <ul><li>What are the Steps? </li></ul><ul><ul><li>Course Learning Objectives </li></ul></ul><ul><ul><li>How does it support the business? </li></ul></ul><ul><ul><li>Audience Analysis </li></ul></ul><ul><ul><li>Knowledge Gap Analysis </li></ul></ul><ul><ul><li>Tech Analysis </li></ul></ul><ul><ul><li>Content Review </li></ul></ul><ul><ul><li>High-Level Outline </li></ul></ul><ul><ul><li>Detailed Outline </li></ul></ul><ul><ul><li>Storyboards </li></ul></ul><ul><ul><li>Web-Production </li></ul></ul>
  10. 10. <ul><li>But first, “What’s an Adult Learner?” </li></ul><ul><ul><li>Controls the Learning Experience-why, what & how </li></ul></ul><ul><ul><li>Controls the Timing of the Learning-self directed & autonomous </li></ul></ul><ul><ul><li>Prior Experience-pre-existing mental model </li></ul></ul><ul><ul><li>Readiness to Learn </li></ul></ul><ul><ul><li>Orientation to Learning </li></ul></ul><ul><ul><li>Motivated to Learn </li></ul></ul>
  11. 11. What’s an Adult Learner?
  12. 12. <ul><li>What are the Steps? (cont.) </li></ul><ul><ul><li>Use-ability Testing </li></ul></ul><ul><ul><li>Beta Testing </li></ul></ul><ul><ul><li>Revisions </li></ul></ul><ul><ul><li>Roll-out </li></ul></ul><ul><ul><li>Evaluation </li></ul></ul>
  13. 13. <ul><li>Development Steps… </li></ul><ul><li>Audience & Knowledge Gap Analysis-Learner Centric </li></ul><ul><ul><li>Who are they? </li></ul></ul><ul><ul><li>What do they know? </li></ul></ul><ul><ul><li>What do they need to know? </li></ul></ul><ul><ul><li>Why do they need to know it </li></ul></ul><ul><ul><ul><li>- or “what’s in it for them?” </li></ul></ul></ul><ul><ul><li>What are the learning objectives? </li></ul></ul><ul><ul><li>How will you determine if learning </li></ul></ul><ul><ul><ul><li>- took place? </li></ul></ul></ul>
  14. 14. <ul><li>Development Steps </li></ul><ul><li>Tech Analysis & Content Review </li></ul><ul><ul><li>What’s the user environment? </li></ul></ul><ul><ul><li>What’s the system environment? </li></ul></ul><ul><ul><li>What form does the content exist in? </li></ul></ul><ul><ul><li>Is the content- information or performance based? </li></ul></ul><ul><ul><li>Who’s the content SME?” </li></ul></ul>
  15. 15. <ul><li>Development Steps </li></ul><ul><li>High-level Outline, Detailed Outline & </li></ul><ul><li>Storyboards or “Chunking the Content” </li></ul><ul><ul><li>High-level Outline </li></ul></ul><ul><ul><li>- Modules & Lessons </li></ul></ul><ul><ul><li>Detailed Outline </li></ul></ul><ul><ul><li>- Modules, Lessons & Topics </li></ul></ul><ul><ul><li>Storyboards </li></ul></ul><ul><ul><li>- Modules, Lessons, Topics with </li></ul></ul><ul><ul><li>Supporting Web Pages </li></ul></ul>
  16. 16. High-level Outline
  17. 17. Detailed Outline
  18. 18. Storyboards
  19. 19. <ul><li>Process Steps </li></ul><ul><li>Web-Production “where the rubber hits the road” </li></ul><ul><ul><li>Corporate Design Standards </li></ul></ul><ul><ul><ul><li>- Color Palette </li></ul></ul></ul><ul><ul><li>- Type Style & Font Size </li></ul></ul><ul><ul><li>- Use of Logo & Accepted Graphical Style </li></ul></ul><ul><ul><li>User Interactivity-types and complexity </li></ul></ul><ul><ul><li>- Practice Exercises, “Show Me-Try It” </li></ul></ul><ul><ul><li>Navigation Controls </li></ul></ul><ul><ul><li>- Course Index, Forward-Backward, Bookmark & Help </li></ul></ul><ul><ul><li>Use of Support Materials & Web Links </li></ul></ul><ul><ul><li>Pete’s Rules </li></ul></ul>
  20. 20. <ul><li>Process Steps </li></ul><ul><li>Web-based Training Design Principles- Pete’s Rules </li></ul><ul><ul><li>No Scrolling </li></ul></ul><ul><ul><li>“ Pop-up” pages </li></ul></ul><ul><ul><li>Prominent Display & Accessibility of Course Index </li></ul></ul><ul><ul><li>A picture is not necessarily worth a 1000 words </li></ul></ul>
  21. 21. <ul><li>Process Steps </li></ul><ul><li>Web-Production “where the rubber hits the road” </li></ul><ul><ul><li>Use of Text, Graphics, Spacing & Audio </li></ul></ul><ul><ul><li>“ Multimedia Learning Principles” </li></ul></ul><ul><ul><li>Graphics for Learning & Performance </li></ul></ul><ul><ul><li>Writing Style </li></ul></ul><ul><ul><li>Page Layout </li></ul></ul><ul><ul><li>Personal Assist </li></ul></ul>
  22. 22. <ul><li>Process Steps </li></ul><ul><li>Use-ability & Beta Testing, Revisions, Rollout & Evaluation </li></ul><ul><ul><li>Are there any navigation issues/problems? </li></ul></ul><ul><ul><li>Is the content correct? </li></ul></ul><ul><ul><li>How are revisions handled? </li></ul></ul><ul><ul><li>Assemble a Test Group </li></ul></ul><ul><ul><li>Be ready to update, re-evaluated the course </li></ul></ul>
  23. 23. <ul><li>Design </li></ul><ul><li>Web-based Training Design Principles- the basics </li></ul><ul><ul><li>Juxtaposition of Text & Graphics </li></ul></ul><ul><ul><li>Ample use of “White Space” </li></ul></ul><ul><ul><li>Divide the page between text & graphics </li></ul></ul><ul><ul><li>28 pt size for Headings (at least) </li></ul></ul><ul><ul><li>18 pt size for Body Text (not less than) </li></ul></ul><ul><ul><li>Present text where possible as bullet points </li></ul></ul><ul><ul><li>Limit text to approximately 60-75 words per page </li></ul></ul><ul><ul><ul><li>this page has 50 words </li></ul></ul></ul>
  24. 24. <ul><li>Design </li></ul><ul><li>Multimedia Learning Principles (Mayer 2003) </li></ul><ul><ul><li>Multimedia Principle </li></ul></ul><ul><ul><li>- Learning increases with use of words & pictures </li></ul></ul><ul><ul><li> than from just words alone. </li></ul></ul><ul><ul><li>Spatial Contiguity Principle </li></ul></ul><ul><ul><li>- Learning increases when words & pictures are presented near </li></ul></ul><ul><ul><li> each other, rather than separate </li></ul></ul><ul><ul><li>Temporal Contiguity Principle </li></ul></ul><ul><ul><li>- Learning increases when corresponding works & pictures are presented </li></ul></ul><ul><ul><li>simultaneously rather that successively </li></ul></ul>
  25. 25. <ul><li>Design </li></ul><ul><li>Multimedia Learning Principles (Mayer 2003) </li></ul><ul><ul><li>Coherence Principle </li></ul></ul><ul><ul><ul><li>- Learning increases when extraneous material is excluded </li></ul></ul></ul><ul><ul><li>Modality Principle </li></ul></ul><ul><ul><ul><li>- Learning increases with animation & pictures than from just graphics & text </li></ul></ul></ul><ul><ul><li>Redundancy Principle </li></ul></ul><ul><ul><ul><li>- Learning increases with animation & narration than from </li></ul></ul></ul><ul><ul><ul><li>animation, narration & text on screen </li></ul></ul></ul><ul><ul><li>Personalization Principle </li></ul></ul><ul><ul><ul><li>- Learning increases with use of a conversational style- “we, you & us” </li></ul></ul></ul>
  26. 26. <ul><ul><li>Redundancy Principle </li></ul></ul>
  27. 27. Sample Screen
  28. 28. Sample Screen
  29. 29. Sample Screen
  30. 30. Sample Course eMail Etiquette
  31. 31. Putting it All Together, Course Revision/Updates
  32. 32. Putting it All Together, Course Revision/Updates
  33. 33. <ul><li>References </li></ul><ul><ul><li>Multimedia Learning- Richard Mayer </li></ul></ul><ul><ul><li>Instructional Design for WBT- Kerri Conrad </li></ul></ul><ul><ul><li>E-Learning & the Science of Instruction - Richard Mayer & Ruth Clark </li></ul></ul><ul><ul><li>Creating Graphics for Learning Performance- Linda Lohr </li></ul></ul><ul><ul><li>Visual Information- Edward Tufte </li></ul></ul><ul><ul><li>Web-based Training Using Technology to Design Adult Learning- Margaret Driscoll </li></ul></ul>
  34. 34. Peter Vloyanetes- [email_address] Office-732-222-1621 Mobile-732-610-8519