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Anita Kumar, STC India, Chennai: Regional Conference
Transitioning from Technical
Writing to E-learning
By Anita Kumar
For STC India, Chennai:Regional Conference
Anita Kumar, STC India, Chennai: Regional Conference
Agenda
4/29/20017 2
Technical Writing and Instructional Design
Learning Psychology
Storyboard
Instructional Design Process (Script Your Own Storyboard)
Technical Writing
and
Instructional Design
Anita Kumar, STC India, Chennai: Regional Conference
How does TW Differ from ID?
4/29/20017 4
Technical Writing
User Manuals | Online
Help | Job Aids | Wikis |
API Guides | SOPs |
Reference Guides
Instructional Design
Design Strategy | E-learning
Storyboards | ILT | Blended
Learning Curriculum | Blooms
Taxonomy | Assessments
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 5
Outlook Support: Traditional Guide
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 6
Outlook Support: Modern Guide
https://support.office.com/en-
gb/article/Outlook-Best-Practices-How-Harry-
got-organized-eaca7cd4-707c-475a-b308-
0cfb1c24686d?CorrelationId=eaf756ce-95b4-
4948-ba5f-90a70bb2b39d&ui=en-US&rs=en-
GB&ad=GB&ocmsassetID=RZ102724842
Anita Kumar, STC India, Chennai: Regional Conference
Whatā€™s Common?
4/29/20017 7
Anita Kumar, STC India, Chennai: Regional Conference
Learning Psychology
ID Principles, Theories and Models
Anita Kumar, STC India, Chennai: Regional Conference
Theories and Models
4/29/20017 9
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 10
A - Analysis
D - Design
D - Development
I - Implementation
E - Evaluation
The ADDIE Model
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 11
Gain attention of the learners
Inform learners of the objectives
Stimulate recall of prior learning
Present the content
Provide learner guidance
Elicit performance
Provide feedback
Assess performance
Enhance retention and transfer to the job
Gagneā€™s Nine Events of Instruction
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 12
Kellerā€™s ARCS Model of Motivation
Motivation
Attention
Relevance
Confidence
Satisfaction
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 13
Evaluation
Synthesis
Analysis
Application
Comprehension
Knowledge
Bloomā€™s Taxonomy
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 14
REACTIONS
LEARNING
TRANSFER
RESULTS
Kirkpatrick's Four-Level Training
Evaluation Model
Anita Kumar, STC India, Chennai: Regional Conference
Storyboard
Anita Kumar, STC India, Chennai: Regional Conference
Birth of the Storyboard
4/29/20017 16
Anita Kumar, STC India, Chennai: Regional Conference
Storyboard for Animation
4/29/20017 17
Source: Walt Disneyā€™s Jungle Book
Anita Kumar, STC India, Chennai: Regional Conference
E-learning Storyboard
4/29/20017 18
Anita Kumar, STC India, Chennai: Regional Conference
Parts of the Storyboard
4/29/20017 19
Title Section
Module Details and Screen No. and Name
Visual Section
ā€¢ On-Screen Text (OST)
ā€¢ Graphics
Audio Section
ā€¢ Voice Over Script
ā€¢ Sounds Effects
ā€¢ Music
Instructions Section
ā€¢ GD & Developer Instructions
ā€¢ Graphics & Animation
ā€¢ Interactivity
ā€¢ Navigation
Anita Kumar, STC India, Chennai: Regional Conference
In Word
4/29/20017 20
Anita Kumar, STC India, Chennai: Regional Conference
In PowerPoint
4/29/20017 21
Anita Kumar, STC India, Chennai: Regional Conference
Instructional Design
Process
Anita Kumar, STC India, Chennai: Regional Conference
Case Study
4/29/20017 23
Learning Problem: How to Use Facebook
Analyze the learning problem
Define learning outcomes
Structure the learning content
Design the learning solution
Determine assessments
Anita Kumar, STC India, Chennai: Regional Conference
Analyze the Learning Problem
4/29/20017 24
Ask Lots of Questions
Q. Who is the target audience?
Q. What are the characteristics of the learners?
Q. What do they know now?
Q. What is the desired new state of the learner?
Q. What is the learning gap that needs to be addressed?
Q. What do the other stakeholders want and why?
Q. What are the delivery options?
Q. What is the budget of the project?
Q. What is the timeline for project completion?
Q. What is the available content?
Anita Kumar, STC India, Chennai: Regional Conference
Analyze
4/29/20017 25
Target Audience Analysis Gap Analysis
Anita Kumar, STC India, Chennai: Regional Conference
Define Learning Objectives
4/29/20017 26
Design the learning solution with the end in mind.
Learning Objectives Learning Outcomes
A learning objective is a statement describing a competency that a
learner needs to acquire at the end of the learning.
Judge
State
Analyze
Distinguish
Demonstrate
Apply
Classify
Define
Describe
Produce
Rate
Compare
Express
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 27
ā€¢ Construct, Produce, Plan, Design
Create
ā€¢ Critique, Judge, Rate, Justify
Evaluate
ā€¢ Analyze, Compare, Contrast,
Differentiate, Distinguish
Analyze
ā€¢ Apply, Demonstrate,
Compute, Illustrate
Apply
ā€¢ Classify, Discuss, Explain,
Expand, Indicate, Infer,
Recognize, Express
Understand
ā€¢ Define, Describe,
Arrange, Label,
Name, State, Recall
Remember
Bloomā€™s Revised Taxonomy
Anita Kumar, STC India, Chennai: Regional Conference
Learning Objectives
4/29/20017 28
By the end of this learning session, learners will be able to:
ļ± Recognize the benefits of using Facebook
ļ± Demonstrate skills in performing the basic Facebook tasks of:
ā€¢ Opening an account
ā€¢ Finding friends
ā€¢ Communicating
ā€¢ Sharing pictures
ļ± Identify privacy and security risks associated with Facebook
Anita Kumar, STC India, Chennai: Regional Conference
Structure Learning Content
4/29/20017 29
C H U N K I N G
S E Q U E N C I N G
IDENTIFY CONTENT
Anita Kumar, STC India, Chennai: Regional Conference
Structuring the Content
4/29/20017 30
Identify Content
Books and Data on
Social Media
Senior Citizens Report Facebook Page
Anita Kumar, STC India, Chennai: Regional Conference
Structuring the Content
4/29/20017 31
ā€¢ FB Help web page ā€“ FAQs & step wise guides ā€“
Useful & Important
ā€¢ Senior Citizens Report outlines senior citizenā€™s
needsā€“ Useful scenarios
ā€¢ FB demographic data - Mostly irrelevant
Classify
ā€¢ Break up the content into topics and tasks
ā€¢ Single session can be about 20 minutes.
ā€¢ Each screen should be for a duration of 1 minute
Chunk
ā€¢ Maintain a rational flow
ā€¢ Why use FB -> Set up an A/C -> Find Friends ->
Status Updates -> Wall -> Share Photos ->
Security & Privacy
Sequence
Anita Kumar, STC India, Chennai: Regional Conference
Different Learning Strategies
4/29/20017 32
Present Facts ā€“
Page Turner
Storytelling Scenarios
Examples & Case
studies
Interactivities
Demonstration -
Video
Gamification Simulation Role Playing
Anita Kumar, STC India, Chennai: Regional Conference
Learning Strategy - Storytelling
4/29/20017 33
Mr. and Mrs. Arora are a retired couple. They live alone and are quite lonely.
Their children and grandchildren live abroad and they get to meet them only once
a year. Staying in touch with phone calls is inconvenient because of the difference
in time zones. The younger generation is not used to writing letters, so letters are
not an option.
Explain the Benefits of Facebook
They recently heard of Facebook and soon learnt how to use it. Now they are able to regularly exchange family news and photos of each other. They feel like their
children and grandchildren are once again a part of their lives.
Anita Kumar, STC India, Chennai: Regional Conference
Learning Strategy - Simulation
4/29/20017 34
Demonstrate Facebook Tasks
Setting up an account Finding friends Communicating Sharing pictures
Anita Kumar, STC India, Chennai: Regional Conference
Learning Strategy - Scenarios
4/29/20017 35
Teach Facebook Privacy and Security
Should I also share
photos?
Raj has a new FB friend
who shares photos with
him.
Anita Kumar, STC India, Chennai: Regional Conference
Determine Assessments
4/29/20017 36
Principles of Assessment
ļƒ¼ Every learning objective must have a corresponding assessment.
ļƒ¼ Well framed feedback will encourage the learner to learn.
ļƒ¼ Assessments have an impact on the confidence level of a learner.
Common Techniques
i. Multiple Choice ii. Drag and Drop /
Match the Following
iii. Fill in the blanks/ Text entry iv. Scenarios
Anita Kumar, STC India, Chennai: Regional Conference
Assessing the Learner
4/29/20017 37
Scenario-Based Assessments
David has made his personal details like his
phone number and birthday public. But he
never accepts friend requests from strangers.
Do you think Davidā€™s privacy is under threat?
o Yes. Even though he doesnā€™t accept friend requests from strangers, they
can still view his public information.
o No. He is careful about whom he connects with on Facebook.
o Maybe, if strangers hack into his account.
Anita Kumar, STC India, Chennai: Regional Conference
Assessing the Learner
4/29/20017 38
Simulation-Based Assessments
Anita Kumar, STC India, Chennai: Regional Conference
Conclusion
4/29/20017 39
Anita Kumar, STC India, Chennai: Regional Conference
4/29/20017 40
Recap
ā€¢ Technical Writing and Instructional Design (ID) are not that different. Both
fields essentially involve writing and explaining to the user.
ā€¢ In ID, however, the strong focus is on learning.
ā€¢ You need to be well versed in learning theories and ID models.
ā€¢ You also need to be able to write an effective and engaging e-learning
storyboard.
ā€¢ Storyboarding involves a set of ID steps: analyzing the learning problem,
defining learning outcomes, structuring the learning content, designing
the learning solution and determining assessments.
Anita Kumar, STC India, Chennai: Regional Conference
Designing Your First
Storyboard
Letā€™s get
our hands
dirty!
Anita Kumar, STC India, Chennai: Regional Conference
Questions?

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Transition from Tech Writing to ID

  • 1. Anita Kumar, STC India, Chennai: Regional Conference Transitioning from Technical Writing to E-learning By Anita Kumar For STC India, Chennai:Regional Conference
  • 2. Anita Kumar, STC India, Chennai: Regional Conference Agenda 4/29/20017 2 Technical Writing and Instructional Design Learning Psychology Storyboard Instructional Design Process (Script Your Own Storyboard)
  • 4. Anita Kumar, STC India, Chennai: Regional Conference How does TW Differ from ID? 4/29/20017 4 Technical Writing User Manuals | Online Help | Job Aids | Wikis | API Guides | SOPs | Reference Guides Instructional Design Design Strategy | E-learning Storyboards | ILT | Blended Learning Curriculum | Blooms Taxonomy | Assessments
  • 5. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 5 Outlook Support: Traditional Guide
  • 6. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 6 Outlook Support: Modern Guide https://support.office.com/en- gb/article/Outlook-Best-Practices-How-Harry- got-organized-eaca7cd4-707c-475a-b308- 0cfb1c24686d?CorrelationId=eaf756ce-95b4- 4948-ba5f-90a70bb2b39d&ui=en-US&rs=en- GB&ad=GB&ocmsassetID=RZ102724842
  • 7. Anita Kumar, STC India, Chennai: Regional Conference Whatā€™s Common? 4/29/20017 7
  • 8. Anita Kumar, STC India, Chennai: Regional Conference Learning Psychology ID Principles, Theories and Models
  • 9. Anita Kumar, STC India, Chennai: Regional Conference Theories and Models 4/29/20017 9
  • 10. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 10 A - Analysis D - Design D - Development I - Implementation E - Evaluation The ADDIE Model
  • 11. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 11 Gain attention of the learners Inform learners of the objectives Stimulate recall of prior learning Present the content Provide learner guidance Elicit performance Provide feedback Assess performance Enhance retention and transfer to the job Gagneā€™s Nine Events of Instruction
  • 12. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 12 Kellerā€™s ARCS Model of Motivation Motivation Attention Relevance Confidence Satisfaction
  • 13. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 13 Evaluation Synthesis Analysis Application Comprehension Knowledge Bloomā€™s Taxonomy
  • 14. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 14 REACTIONS LEARNING TRANSFER RESULTS Kirkpatrick's Four-Level Training Evaluation Model
  • 15. Anita Kumar, STC India, Chennai: Regional Conference Storyboard
  • 16. Anita Kumar, STC India, Chennai: Regional Conference Birth of the Storyboard 4/29/20017 16
  • 17. Anita Kumar, STC India, Chennai: Regional Conference Storyboard for Animation 4/29/20017 17 Source: Walt Disneyā€™s Jungle Book
  • 18. Anita Kumar, STC India, Chennai: Regional Conference E-learning Storyboard 4/29/20017 18
  • 19. Anita Kumar, STC India, Chennai: Regional Conference Parts of the Storyboard 4/29/20017 19 Title Section Module Details and Screen No. and Name Visual Section ā€¢ On-Screen Text (OST) ā€¢ Graphics Audio Section ā€¢ Voice Over Script ā€¢ Sounds Effects ā€¢ Music Instructions Section ā€¢ GD & Developer Instructions ā€¢ Graphics & Animation ā€¢ Interactivity ā€¢ Navigation
  • 20. Anita Kumar, STC India, Chennai: Regional Conference In Word 4/29/20017 20
  • 21. Anita Kumar, STC India, Chennai: Regional Conference In PowerPoint 4/29/20017 21
  • 22. Anita Kumar, STC India, Chennai: Regional Conference Instructional Design Process
  • 23. Anita Kumar, STC India, Chennai: Regional Conference Case Study 4/29/20017 23 Learning Problem: How to Use Facebook Analyze the learning problem Define learning outcomes Structure the learning content Design the learning solution Determine assessments
  • 24. Anita Kumar, STC India, Chennai: Regional Conference Analyze the Learning Problem 4/29/20017 24 Ask Lots of Questions Q. Who is the target audience? Q. What are the characteristics of the learners? Q. What do they know now? Q. What is the desired new state of the learner? Q. What is the learning gap that needs to be addressed? Q. What do the other stakeholders want and why? Q. What are the delivery options? Q. What is the budget of the project? Q. What is the timeline for project completion? Q. What is the available content?
  • 25. Anita Kumar, STC India, Chennai: Regional Conference Analyze 4/29/20017 25 Target Audience Analysis Gap Analysis
  • 26. Anita Kumar, STC India, Chennai: Regional Conference Define Learning Objectives 4/29/20017 26 Design the learning solution with the end in mind. Learning Objectives Learning Outcomes A learning objective is a statement describing a competency that a learner needs to acquire at the end of the learning. Judge State Analyze Distinguish Demonstrate Apply Classify Define Describe Produce Rate Compare Express
  • 27. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 27 ā€¢ Construct, Produce, Plan, Design Create ā€¢ Critique, Judge, Rate, Justify Evaluate ā€¢ Analyze, Compare, Contrast, Differentiate, Distinguish Analyze ā€¢ Apply, Demonstrate, Compute, Illustrate Apply ā€¢ Classify, Discuss, Explain, Expand, Indicate, Infer, Recognize, Express Understand ā€¢ Define, Describe, Arrange, Label, Name, State, Recall Remember Bloomā€™s Revised Taxonomy
  • 28. Anita Kumar, STC India, Chennai: Regional Conference Learning Objectives 4/29/20017 28 By the end of this learning session, learners will be able to: ļ± Recognize the benefits of using Facebook ļ± Demonstrate skills in performing the basic Facebook tasks of: ā€¢ Opening an account ā€¢ Finding friends ā€¢ Communicating ā€¢ Sharing pictures ļ± Identify privacy and security risks associated with Facebook
  • 29. Anita Kumar, STC India, Chennai: Regional Conference Structure Learning Content 4/29/20017 29 C H U N K I N G S E Q U E N C I N G IDENTIFY CONTENT
  • 30. Anita Kumar, STC India, Chennai: Regional Conference Structuring the Content 4/29/20017 30 Identify Content Books and Data on Social Media Senior Citizens Report Facebook Page
  • 31. Anita Kumar, STC India, Chennai: Regional Conference Structuring the Content 4/29/20017 31 ā€¢ FB Help web page ā€“ FAQs & step wise guides ā€“ Useful & Important ā€¢ Senior Citizens Report outlines senior citizenā€™s needsā€“ Useful scenarios ā€¢ FB demographic data - Mostly irrelevant Classify ā€¢ Break up the content into topics and tasks ā€¢ Single session can be about 20 minutes. ā€¢ Each screen should be for a duration of 1 minute Chunk ā€¢ Maintain a rational flow ā€¢ Why use FB -> Set up an A/C -> Find Friends -> Status Updates -> Wall -> Share Photos -> Security & Privacy Sequence
  • 32. Anita Kumar, STC India, Chennai: Regional Conference Different Learning Strategies 4/29/20017 32 Present Facts ā€“ Page Turner Storytelling Scenarios Examples & Case studies Interactivities Demonstration - Video Gamification Simulation Role Playing
  • 33. Anita Kumar, STC India, Chennai: Regional Conference Learning Strategy - Storytelling 4/29/20017 33 Mr. and Mrs. Arora are a retired couple. They live alone and are quite lonely. Their children and grandchildren live abroad and they get to meet them only once a year. Staying in touch with phone calls is inconvenient because of the difference in time zones. The younger generation is not used to writing letters, so letters are not an option. Explain the Benefits of Facebook They recently heard of Facebook and soon learnt how to use it. Now they are able to regularly exchange family news and photos of each other. They feel like their children and grandchildren are once again a part of their lives.
  • 34. Anita Kumar, STC India, Chennai: Regional Conference Learning Strategy - Simulation 4/29/20017 34 Demonstrate Facebook Tasks Setting up an account Finding friends Communicating Sharing pictures
  • 35. Anita Kumar, STC India, Chennai: Regional Conference Learning Strategy - Scenarios 4/29/20017 35 Teach Facebook Privacy and Security Should I also share photos? Raj has a new FB friend who shares photos with him.
  • 36. Anita Kumar, STC India, Chennai: Regional Conference Determine Assessments 4/29/20017 36 Principles of Assessment ļƒ¼ Every learning objective must have a corresponding assessment. ļƒ¼ Well framed feedback will encourage the learner to learn. ļƒ¼ Assessments have an impact on the confidence level of a learner. Common Techniques i. Multiple Choice ii. Drag and Drop / Match the Following iii. Fill in the blanks/ Text entry iv. Scenarios
  • 37. Anita Kumar, STC India, Chennai: Regional Conference Assessing the Learner 4/29/20017 37 Scenario-Based Assessments David has made his personal details like his phone number and birthday public. But he never accepts friend requests from strangers. Do you think Davidā€™s privacy is under threat? o Yes. Even though he doesnā€™t accept friend requests from strangers, they can still view his public information. o No. He is careful about whom he connects with on Facebook. o Maybe, if strangers hack into his account.
  • 38. Anita Kumar, STC India, Chennai: Regional Conference Assessing the Learner 4/29/20017 38 Simulation-Based Assessments
  • 39. Anita Kumar, STC India, Chennai: Regional Conference Conclusion 4/29/20017 39
  • 40. Anita Kumar, STC India, Chennai: Regional Conference 4/29/20017 40 Recap ā€¢ Technical Writing and Instructional Design (ID) are not that different. Both fields essentially involve writing and explaining to the user. ā€¢ In ID, however, the strong focus is on learning. ā€¢ You need to be well versed in learning theories and ID models. ā€¢ You also need to be able to write an effective and engaging e-learning storyboard. ā€¢ Storyboarding involves a set of ID steps: analyzing the learning problem, defining learning outcomes, structuring the learning content, designing the learning solution and determining assessments.
  • 41. Anita Kumar, STC India, Chennai: Regional Conference Designing Your First Storyboard Letā€™s get our hands dirty!
  • 42. Anita Kumar, STC India, Chennai: Regional Conference Questions?

Editor's Notes

  1. Gain Attention ā€”with stimuli that catch and engage their brain (novel ideas or thought-provoking question, etc.) Inform studentsĀ of the objectives ā€” Establish the expected outcomes and criteria for measuring achievement. Stimulate recallĀ of prior learning ā€”Before introducing new knowledge, let them recall past knoweldge so that they can relate it to what they are about to learn. Present the contentĀ ā€” Deliver the content in easily consumable chunks using instructional strategies. Provide learner guidanceĀ ā€” Guide them with examples, case studies, and other instructional support to supplement the content. Elicit performanceĀ ā€” Engage them with different activities that recall, utilize, and evaluate knowledge. Provide feedbackĀ ā€” Reinforce knowledge with immediate feedback (informative, remedial, corrective, etc.) Assess performanceĀ ā€”Test their knowledge with established (and transparent) criteria. Enhance retention and transfer to the jobĀ ā€” Use content retention strategies (concept maps, rephrasing, summarizing, job aids, etc.)
  2. Dr Brenjamin Bloom and his committee idenitfied 3 domains of learning ā€“ cognitive, affective and psychomotor. Of these, the cognitive domain is the most popular and according to Bloom, it has 6 levels.
  3. 1) Who are our learners? What do they already know and how do they learn best? 2) What do we want our learners to learn? Why? 3) How do we structure the learning to achieve our learning objectives? 4) What learning resources are appropriate, effective, and available? 5) What strategies will we use to ensure that effective learning takes place? What combination of activities will enable the learners to achieve the learning objectives? 6) How do we know whether the learners are learning/have learned what they are supposed to learn? How do we assess learning?
  4. So here you have very specific and measurable LO, so that at the end of the learning, you can actually test the learnerā€¦ You can check if the learner can really ā€œdemoā€ skills or ā€œidentifyā€ risksā€¦ Instead if you had used ā€œUnderstand privacy and security risksā€, that would be too vagueā€¦ There can be many levels of understanding and that is too vague to test.