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Interviewing Your Subject Matter
             Expert

  How to Get What You Need to Build What
               They Want
So what am I going to do this weekend…
We need it by…
You’ve got mail!
•   Lorem ipsum dolor sit amet
•   Etiam at congue dui
•   Nullam nulla augue
•   Curabitur vel odio ipsum
•   Curabitur nisl augue
•   Morbi et urna eu sapien
•   Aliquam erat volutpat
•   Lorem ipsum dolor sit amet
•   Aenean vulputate vestibulum enim
•   Vestibulum eget urna nunc

                     Lorem Ipsum
Why me?
Same goal…different pictures!
• Given data collection tools, discuss techniques
  required to interview the subject matter expert.

• Given data collection tools, discuss the process
  of an interview.




                    Objectives
Subject Matter Expert
 Defines the process
 Defines the
  workflows
 Provides the
  technical
  documentation
 Provides samples…
 Reviews the designs
Instructional Designer
 Design a program
  proposal
 Creates screen
  templates
 Oversees the ISD
  process
 Participates in the
  evaluation process
The Clash
Their piece of the puzzle.
LISTEN!!!
https://blog/djangolabs.com


                   Their piece of the puzzle.

                                                Sample
Help them see the picture!
Arrange the process!
Continue the Process
Together, you will be great…
…and you get the thumbs up!!!
References

     Allen, M. (2003). Guide to e-Learning. Hobeken, NJ: John Wiley &
Sons.
     Lambe, J. (2005). Conducting successful SME interviews. STC
UUS Community Newsletter, 11(4). Retrieved from
http://www.stcsig.org/usability/newlsetter/0505-sme.html.
     Moore, C. (2009). Action mapping (Web log message). Retrieved
from http://blog.djangolabs.com/whats-wrong-with-thinking-
goals/#slideframe_1.
     Radtke, P. H., Frey, P. R. (1997). Sea stories: A collaborative tool
for articulating tactical knowledge. Paper presented at the
Interservice/Industry Training, Simulation, and Education Conference;
Orlando, FL.
francis.desjardins@hitchcock.or
                g
         603-653-0671

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Interviewing Your Subject Matter Expert

  • 1. Interviewing Your Subject Matter Expert How to Get What You Need to Build What They Want
  • 2. So what am I going to do this weekend…
  • 3. We need it by…
  • 5. Lorem ipsum dolor sit amet • Etiam at congue dui • Nullam nulla augue • Curabitur vel odio ipsum • Curabitur nisl augue • Morbi et urna eu sapien • Aliquam erat volutpat • Lorem ipsum dolor sit amet • Aenean vulputate vestibulum enim • Vestibulum eget urna nunc Lorem Ipsum
  • 7.
  • 9. • Given data collection tools, discuss techniques required to interview the subject matter expert. • Given data collection tools, discuss the process of an interview. Objectives
  • 11.  Defines the process  Defines the workflows  Provides the technical documentation  Provides samples…  Reviews the designs
  • 13.  Design a program proposal  Creates screen templates  Oversees the ISD process  Participates in the evaluation process
  • 15. Their piece of the puzzle.
  • 16.
  • 17.
  • 18.
  • 20. https://blog/djangolabs.com Their piece of the puzzle. Sample
  • 21. Help them see the picture!
  • 24. Together, you will be great…
  • 25. …and you get the thumbs up!!!
  • 26. References Allen, M. (2003). Guide to e-Learning. Hobeken, NJ: John Wiley & Sons. Lambe, J. (2005). Conducting successful SME interviews. STC UUS Community Newsletter, 11(4). Retrieved from http://www.stcsig.org/usability/newlsetter/0505-sme.html. Moore, C. (2009). Action mapping (Web log message). Retrieved from http://blog.djangolabs.com/whats-wrong-with-thinking- goals/#slideframe_1. Radtke, P. H., Frey, P. R. (1997). Sea stories: A collaborative tool for articulating tactical knowledge. Paper presented at the Interservice/Industry Training, Simulation, and Education Conference; Orlando, FL.

Editor's Notes

  1. I have been working with subject matter experts (a.k.a. SMEs) since the 1980s. Overhead projection sheets35 mm slide developmentPowerPoint presentationRapid eLearning programsAlthough the medium has changed, the tug-of-war between what the SME expects and what the ID expects from a program continues
  2. Imagine it is a Friday afternoon, you are leaving work soon, and your talking to a coworker while deciding…
  3. Suddenly, you look up from your discussion, and you find one of your subject matter experts in front of your desk…“Desjardins, the “committee” has found a problem, and we need you to develop an eLearning module to fix the problem…And we need it by next Wednesday… So sayeth the committee!” Can I get an amen?In most cases they pile a conglomerate of paperwork on your desk and leave…Now we all know this is an unrealistic scenario…
  4. As we usually just receive and email with attachments…And when we open the attachments, we find…
  5. 75 slides with nothing but bullet points on them; and there is nothing in the Notes section to tell you what the information means.1500s standard dummy text. From classical Latin literature from 45 BC, from the written text of Cicero’s The Extremes of Good and Evil (section 1.10.32, third line). http://www.lipsum.com/ downloaded November 28, 2010.
  6. So of course, the first thing you do is cry, weep, beat you chest and wonder “why me”But, being nurse educators, we will continue the mission because the organization need us…
  7. So we do some research, listen to what is going on, think about what we will do, and spend the weekend building a module that we believe is the best module ever seen to fix the problem…And when we turn it in to the SME for review, we get…So where did we go wrong, what did we do, or not do that caused us to fail the “test” of building the “perfect” moduleThis is a typical scenario for new ID, who has the technical knowledge, but has not been given the “real world” knowledge…
  8. So (s)he begins to ask “why is it that we can have some very intelligent people sitting at the table, all with the same goal, and no one seems to have a clue why we are not seeing the same picture?”A good portion of the problem, is where we are coming from…
  9. The Subject Matter Expert (SME) is an integral part of any instructional design process. (S)he is the individual that has the specific knowledge and experience that will make the content real and relevant to the learner. (S)he may be the presenter (live audiences programs), the SME may also be a consultant on a project to be designed to be taught by others; or for technology based courses. The SME may also have been voluntold to be part of this project…Although I have completed nursing school, and have passed my boards, you do not want me birthing no babies…
  10. As part of the SME role, (s)he is responsible to:Define the necessary process involved in the contentDefine the necessary workflowsProvide the technical documentation (references) Provide samples of dialogs, simulated settings, graphics, and multimediaReview the IDs designs, scripts, and final deliverables for accuracyKey ingredients for a good SME are commitment to the program, an understanding of time requirements, understandable communication, and patience.
  11. The Instructional Designer (ID) is also an integral part of any instructional design process. The ID applies adult learning principles, along with the knowledge of the technology used, to develop the program to meet learner needs. The ID will assemble the information provided by the SME, and design and develop a program that allows the learner to obtain and retain the knowledge, skills, or attitudes presented in the program.
  12. As part of the ID role, (s)he is responsible to:Design a program proposalCreate screen templates or course mockupsOversee the Instructional System Design processDevelop objectives and goalsDesign documentCreate engagement & interactivityCreate evaluationsDevelop deliverablesParticipate in the evaluation processKey ingredients for a good ID are the ability to apply adult learning theory, understand the technology used, and be able to assess and recognize performance/knowledge gaps.So it seems that both the SME and the ID want the same thing, and both have roles to play, why the continued…
  13. …struggle for the development of a module, that puts the learner in the middle? Perspective!!!SME wants to provide information – many individuals equate learning with sharing information; if there is something we need changed, we assume we only need to provide informationID wants to provide meaning – focuses on how the information is presented to the learner, how will the learner obtain and retain the information The SME wants to tell them the data, the ID wants to tell them a storyIt is the role of the ID (who has the background in adult learning principles) to educate the SME on how the process works, and to assist him or her in developing their “message” into an acceptable program.(explain the TDE story in development of a program; PAMELA K. PIAZZA)
  14. As IDs, we need to bring everyone to the table and show them how their piece of the puzzle fits into the big picture.We need to understand the SME’s thoughts and feelings on the project along with making clear our abilities and limitations.We (the ID) must make them feel a part of the project, along with gaining their trust.I begin the communication process before I ever interview by sending them a form, to start them thinking.
  15. The first thing to do is get them thinking about the ID process before they even come to you with the project. Have a policy or workflow that allows them to start thinking about what they are attempting to do, and where they want to go.REQUEST DEADLINE – I NEED TO KNOW IF THEY ARE THINKING REALISTICALLYWHO IS THE TARGET – ORGANIZATION, DEPARTMENT, UNIT, ETC.HAVE THEY THOUGHT ABOUT OTHER MEDIA METHODS – VIDEO, AUDIO, GRAPHICS, ETC.The key here is to get them thinking about more than just words on a slide
  16. Then I try to get them thinking about what is it they really want to do…Course GoalCourse OutcomesCourse DescriptionTarget Audience (different than target group)Have they thought about CEHow will the learner obtain this information
  17. How will the evaluation processtake place
  18. Through out the process, listen to what they are saying!!! Then rephrase what you have heard!!!Ask them if they have seen a module they liked?Show them modules that you have developed.Tell them what you can do, and your limitations.
  19. Identify the business goal!Identify what people need to do to reach that goal!Design activities that help people practice each behavior.Identify the minimum information people need to complete each activity.Measurable business goalReal-world action people must take to reach business goalRealistic activity to practice the actionMinimum needed info to complete the activityDo not include the nice to knowIncrease widget salesExplain to customers our widgets reliability, longevity, reduced cost versus competitorsPractice scenarios to provide informationInformation on widgets reliability, longevity, cost versus competitorsInformation obtained from Cathy Moore’s Elearning Blueprint at http://blog.djangolabs.com on December 10, 2010.
  20. Let them know you are grateful for the interview. Say THANK YOU and provide them a timeline or update schedule. Then keep them updated on what is occurring.