The document outlines the policies and procedures for McDif Enterprises' ID Department. It details the department's mission to provide quality educational experiences and increase workforce skills. The core values are participation, respect, integrity, diversity and excellence. The document also outlines various procedures for developing content, managing the LMS, training instructors and new ID staff, and requests for reports and custom content. References are provided for templates, guides, communication best practices and governance of an LMS.

1. IX564: Team A Case Study
McDif Enterprises
Policies and Procedures
Donald Edwards
Carlos Hernandez
Fatenah Issa
Maya Jones
1

2. ID Department Mission
Our mission is to provide quality educational experiences, being
mindful of each individual staff person’s learning capabilities. In
order to accomplish this we tap into the competencies and
proficiencies of all departments/contractors, partnering to
increase the knowledge and skill set of the McDif workforce.
Pacific Partnership 2011 soccer team forms up
during an exhibition soccer match. Official US Navy
Page. flickr.com

3. ID Department Vision
We, the ID & Technology Department, partner with the greater
organization to have McDif meet Operating Plan objectives, fully
satisfy our clients, and strengthen employee job satisfaction.
Your Vision Pulls You. Celestine Chua. flickr.com

4. ID Department Core Values
Our values are reflective of PRIDE.
Participation teamwork among staff
Respect gratitude towards others
Integrity righteousness in all actions
Diversity honoring various backgrounds
Excellence putting forth best effort at all times
(University of Chicago Medicine, 2015)

5. ID Department Operations
Any learning content developed or revised must:
1. Support McDif’s Annual Operating Plan.
2. Be requested by a McDif employee
3. Be loaded and launched to those systems proprietary to McDif .
4. Not include “...messages, announcements, policy statements, and
other communications that are not learning programs.”
(Foreman, 2013)
Education. Shaun MacEntee.
flickr.com

6. ID Department Operations

7. ID Department & McDif Staff Policies
ID Department reserves the right to alter the suggested
format of the educational piece per the Senior ID.
Change By Us citizen engagement
platform now open source.
opensource.com. flickr.com

8. McDif Course Template
The course template will be
set into modules, and the
modules will contain
threaded discussions,
Webinars, Wiki, Course
Assignments

9. Problem Solving Procedures
When a problem is detected within the LMS that ID
staff can not correct the following steps will be taken:
● Submit a ticket to the help desk
● The help desk/IT department will troubleshoot the
issue and correct it
● The help desk will submit feedback to the ticket
creator letting them know the issue has been
resolved.

10. Submission Due Dates for Requests/Information
with respect to the LMS
Submission Type Submission Timeline
Video Presentation 2 to 4 weeks prior to course start
Assignment Submission 2 weeks prior to course start
Rubric 2 weeks prior to course start
Module Development 2 weeks prior to course start
Grading System 4 weeks prior to course start
Course Rough Draft (includes testing
course)
4 weeks prior to course start

11. Submission Due Dates for Requests/Information
(with respect to the LMS)
Submission Type Submission Timeline
Webinar use in course (training) 2 weeks prior to course start date
Connecting to external tools/apps
(training)
2 weeks prior to course start date
Upload SCORM Content 2 weeks prior to course start date

12. McDif Employee Policies
The new McDif Employee LMS Policy will be
broken down into four separate components
(Foreman, 2013):
● Content Inclusion - Provides clear
guidelines on what types of content
should and should not reside in the LMS.
● Content Ownership - Defines the
responsibilities content owners have,
transfer of ownership rules, and the fate
of ownerless content.
● Content Lifecycle - Provides details on
the frequency of content review and the
criteria that will be used to determine
when content should be removed from
circulation.
● Training Information Retention Policy -
Defines how long McDif must retain
employee transcript information.

13. ID Member Procedures - New Content Requests
ID Team Members will follow the procedures outlined in the diagram below when new content requests are received
from McDif Staff in external departments:

14. ID Member Procedures - Content Lifecycle Management
The content manager will keep a
Digital Asset Management System
that will keep track of the content
lifecycle. During the first week of each
month, the content manager will
review the directory and identify what
content needs to be reviewed, and
follow this process

15. ID Member Procedures - Custom LMS Reporting Requests
The Administrative Assistant will follow the three step procedure listed below when processing a request for a custom
LMS report from McDif employees external to the ID Team:

16. Prerequisite Training for Course Instruction
All McDif Instructors must complete three components of
LMS Instructor Training before teaching a course using
Canvas:
● Self-Paced Course - 20 hour training course that
provides guidelines on LMS features, functionality,
student support, and more...
● Co-Facilitation - All McDif instructors will teach a
course with support from an instructional designer
who will provide feedback and ideas that will help
the instructor maximize the benefits of the LMS.
● Policy Review - Instructors are held responsible
for adhering to all components of the LMS policies
and procedures.

17. Prerequisite Training for New ID Staff
New ID Staff Will Engage McDif Instructional Design Orientation Via
Elearning Modules
Policy & Procedure Training, Sexual Harrasment, Workplace Policy &
Procedure, Confidentiality-Document Sensitivity Policy ( At The End Of Each
Module A Short Test Will Be Administered)
Software Skills Assessment:
New Instructional Design Team Members Will Be Assessed To Determine
Custom Training Needs.
Social Media Assessment:
Will Be Administered To Determine Competency In
Twitter, Instagram, Facebook and LinkedIn

18. External Product Training for New ID Staff
McDif Enterprises New Instructional Design
Orientation
Instructor Led Training Orientation- Document Review-
Introduction To The Context Of Content & Sensitivity (Related To Request)
Review of Hardware and Software Used Within The ID Department, Computer
Competencies Assessments May Be Conducted To Evaluate Additional
Training Needs.

19. External Product Training for New ID Staff
LMS TRAINING:Canvas Admin Orientation” A Self-Paced Introduction To Canvas LMS
Admin “Need-To-Know” Features & Settings. The Course Is Comprised of 5 Self-Paced Modules.
Prior to the Canvas LMS Implementation all members of the Instructional Design Team will engage in
a Webinar “Getting To Know Canvas-The Smart & Easy LMS”
Comprehensive Overview Of:
● Navigation Within The Canvas LMS
● SpeedGrader
● Social Media/Integration Methods
● Video Conferencing
● Mobile Learning Methodology
● Optimization of the Canvas Cloud Hosting

20. Frequency & Timing Of
Training for Instructional Design Staff
New Instructional Request:
Will Be The Basis Of “Request Specific Training”
Ongoing Training will be provided within the Instructional
Design
Department. The frequency of training will
be contingent upon the curriculum evolving.

21. Additional ID Training
Additional Training & Evaluations
Will Be Conducted To Accomodate:
● New Software Installation
● Software Updates
● The Introduction Of New Request/Content
New Hardware/Software Implementation
Training & Evaluation Will Be Conducted With The Implementation
Of New Hardware/Software

22. References
Instructure (2015), Sample Course Templates, Retrieved from https://community.canvaslms.com/docs/DOC-3491
Instructure (2015), Guides, Retrieved from https://community.canvaslms.com/community/answers/guides/
Instructure (2015), Communication, Retrieved from https://canvas.instructure.com/profile/communication
Instructure (2015), Assignment Rubriks, Retrieved from
http://canvaswiki.uen.org/wiki/Assignments#Assignment_Rubrics
Instructure (2015), Canvas Admin Orientation, Retrieved From: http://www.canvaslms.com/news/webinars
Instructure (2015) Get To Know Canvas Webinars, Retrieved From: http://www.canvaslms.com/news/webinars
Foreman, S. (2013, September 9). LMS Operation and Governance: Taming the Beast. Retrieved from
http://www.learningsolutionsmag.com/articles/1244/lms-operation-and-governance-taming-the-
beast?_ga=1.99798360.776908377.1437950947
University of Chicago Medicine. (2015). University of Chicago Medicine FY16 Annual Operating Plan. Retrieved from
http://home.uchospitals.edu/pdf/uch_039662.pdf