Learning Experience Design in Product Development
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An overview of how to use design thinking in instructional design
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Learning Experience Design in Product Development
- 1. © 2017 Predictive Index, LLC Lost without a paddle: Our journey with learning experience design
- 2. THE PREDICTIVE INDEX Agenda • LXD Defined • Comparing traditional ID & UX models • The Existing Alchemist Process • Our Hero’s journey • LXD in PI • Sweet spots for LXD in product development
- 3. THE PREDICTIVE INDEX Learning Experience Design The practice of creating learning experiences that enables learners to achieve a desired performance outcome. LXD uses an iterative approach that focuses on understanding the users challenges and experiences to design solutions to help solve their needs.
- 4. THE PREDICTIVE INDEX A holistic approach LXD shifts focus to the holistic learning experience and what the learner is going through. As learning experience designers, we consider the learner and everything they're experiencing. We’ll then use that information to create solutions such as: • content (what does the learner need to do in order to perform a task) • the look and feel of the learning experience • materials • communication about the experience • how the learner interacts with the content
- 5. THE PREDICTIVE INDEX Traditional ID Model ANALYZE Instructional problem clarified, investigate needs of the learners and overall business goals - Needs analysis - Performance & cause analysis - Learner analysis - Task analysis - Look at existing training content - Empathy mapping - Personas - Journey mapping EVALUATE Formative evaluation @ each step in process Summative evaluation on finished instructional programs/product - Reaction - Learning - Behaviors - Results/ROI DESIGN Design the strategies to solve the learners and business problems - Learning Objectives - Lesson planning - Content creation - Exercises - Storyboards - User interface & UI IMPLEMENT Develop procedures for training facilitators and learners ● Facilitator guides ● Adding elearning videos to LMS/Catalyst DEVELOP Create and assemble content described in the design phase ● Edit based on feedback ● Collaborate with SMEs ADDIE
- 6. THE PREDICTIVE INDEX Traditional UX Model
- 7. THE PREDICTIVE INDEX Similarities between LXD + UX • Connect with users/learners/business needs • Understand their problems/pain points • Design solutions that solve problems • Implement solutions • Measure success • Iterate based on feedback
- 9. THE PREDICTIVE INDEX LXD is not just software or workshops The experience someone goes through anytime they learn something • Learning about PI during a sales call • Seeing a marketing sheet or presentation • Onboarding training • Attending a workshop • Visiting Catalyst or the knowledge base • Using the software
- 10. THE PREDICTIVE INDEX Sweet spots for LXD in software Digital products actually offer a number of learning experiences to customers, ranging from: ● software onboarding ● designing the experience - user flows, wireframes ● learning the interface ● learning how to interact with the product ● help & support - how to’s, best practices ● content design - what goes on a page, in a report, etc.
- 11. THE PREDICTIVE INDEX You can also bring LXD in during • Research • We can help to further define the users & learners problems • Assist with empathy mapping, persona creation, journey mapping • User testing, getting feedback on designs
- 12. THE PREDICTIVE INDEX Roberta’s Examples of LXD in Product Development Post-Release Enhancements to the guided job targeting process Best practices, how to’s, support content Pendo announcements/guided tours Build UI Copy content Content we discover we need during build (tooltips, etc) Design Reference Profile Dashboard Card UI Copy content Report content for TWS, Relationships, etc. Engage action mapping Conceptual Engage content (emails, talk scripts, action planning worksheets, etc) Low fidelity concepts for Hire Job Target Guardrails Learning support during design sprints
- 16. THE PREDICTIVE INDEX Resources What is learning experience design? Why you need a learning journey map Elements of Learning Experience Design
Editor's Notes
- Above is the traditional ADDIE model that is used in the instructional design process. This is the most common techniques that people such as myself, Dottie, and Karen will use when creating content. The deliverables marked in blue are strategies and techniques that I’ve been learning in my advanced instructional design class this past semester that is focusing specifically on how to incorporate design thinking methods with instructional design.
- This graphic is the traditional design thinking methodology from the Nielsen Norman group. As you can see the process are similar if not identical to the instructional design model I just presented. Many of the deliverables during the stages are very similar as well. For example during empathize, UXers are creating journey maps and personas. During define we may perform task analysis to define the JTBD. The process is also iterative in nature where we’re constantly investigating new concepts and improving.
- There's a lot of similarities between learning experience design and user experience.
- At first glance LXD can help our heroes at the highlighted phases of their journey: when they are implementing, getting comfortable, applying PI consistency, and becoming happy with PI. But LXD can actually help along almost all areas of their journey within PI. Additional Examples: LXD will help with the demo2delight initiative which impacts our heroes when they are determining when they want to purchase PI as a solution. The sales team is using a version of LXD when educating prospective clients about PI’s solution as well and giving presentations, demo calls, etc. Trish is also using a version of LXD when onboarding new clients as well. Rabih’s & Todd’s team use a version of it when putting new partners through Launch, getting them on board, etc.
- The beginning of the design thinking process is empathy. An emapthy map allows you to gain greater insight into your customers or learners. You can use them as a way to summarize findings that you discover during interviews. They can be referenced whenever you need to put yourself in the learners shoes.
- Personas are fictional representations of your target audience. They're developed based on qualitative feedback from user research and interviews. They can include information about your audience related to their challenges, motivations, needs, behaviors, frustrations, and tasks they need to accomplish.
- By creating this journey or experience map, you are "drawing" the experience of the learner as you imagine it will unfold through the present or future journey. Your persona or journey map can include: A persona Scenario, goals, & expectations (whats the performance problem you're trying to solve) Phases of the journey Actons Thoughts Emotional experience - what is the persona thinking as they move through the journey Opportunities - details about opportunities to improve outcomes Internal ownership