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    58TIPSBreakthrough eLearning

    Instructional Design

    Contributing Editor, Chris Benz, The eLearning Guild

    for

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    58 Tips for Breakthrough eLearning Instructional Design i

    2012 by The eLearning Guild. All rights reserved.

    The eLearning Guild120 Stony Point Rd., Suite 125

    Santa Rosa, CA 95401

    www.eLearningGuild.com

    1.707.566.8990

    Contributing Editor: Chris Benz

    Copy Editor: Chuck Holcombe

    Publication Design: Nancy Marland Wolinski

    You may download, display, print and reproduce this material in unaltered form only (re-

    taining this notice) for your personal, non-commercial use or use within your organiza-

    tion. All other rights are reserved.

    This is a FREE digital eBook. Other than The eLearning Guild, no one is authorized to

    charge a fee for it or to use it to collect data.

    Attribution notice for information from this publication must be given, must credit the

    individual author in any citation, and should take the following form: The eLearning

    Guilds 58 Tips for Breakthrough eLearning Instructional Design

    Readers should be aware that Internet Web sites offered as citations or sources for

    further information may have disappeared or been changed between the date this book

    was written and the date it is read.

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    58 Tips for Breakthrough eLearning Instructional Design ii

    58 Tips for Breakthrough

    eLearning Instructional Design

    Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

    About Our Tipsters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

    Twelve Tips for Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

    Twenty Five Tips for Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

    Fourteen Tips for Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

    Seven Tips for Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

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    58 Tips for Breakthrough eLearning Instructional Design 1

    Introduction

    Dear Colleagues,

    Instructional design (ID) is or at least should be the oundation or eective eLearn-

    ing. ID drives both development and delivery, and can mean the dierence between

    successul eLearning and something that just wastes peoples time and your organi-

    zations money. But whether you are new to ID or have been designing eLearning or

    a while, its easy to get stuck in certain ways o doing things, and dicult to come up

    with new ways. So how do you develop something new in your eLearning designs?

    In early 2012, ater completing the program or The eLearning Guilds May 2012

    Online Forum on eLearning Instructional Design: Advanced and Breakthrough Tech-niques, we realized that we had a wonderul opportunity. By gathering ID tips rom

    each o the 14 ID design experts we had lined up to present at the Online Forum,

    we could share some o that expert knowledge ar beyond the event. This eBook is

    the result o that eort.

    All 14 presenters submitted tips, or a total o 58. Presenters submitted tips directly

    relating to their Online Forum presentations or to ID in general. The Guild then edited

    the tips and organized them into our categories: Research, Design, Development, and

    Project Management.

    I hope you get great value rom this eBook, and are able to use many o the tips to en-

    hance the way you design eLearning. I also hope you consider attending or presentingat an upcoming eLearning Guild Online Forum!

    Sincerely,

    Chris Benz

    Director of Online Events, The eLearning Guild

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    58 Tips for Breakthrough eLearning Instructional Design 2

    About Our Tipsters

    Michelle Costello, Education and Instructional Design Librarian,Milne Library, SUNY Geneseo

    Michelle Costello has been at the State University o New York (SUNY) at Geneseos

    Milne Library since 2007. Michelle recently became Education and Instructional De-

    sign Librarian, serving as the librarys liaison to the Universitys School o Education

    and providing reerence help and library instruction to students, aculty, and commu-

    nity members. Prior to this new position, she was part o the Circulation Management

    Team, where she designed and implemented a new service model combining the li-

    brarys reerence and circulation desks. Michelle holds a M.L.S. degree rom Syracuse

    University and a B.A. in Psychology and Elementary Education rom St. John Fisher

    College.

    Jennier Cote, Curriculum Developer, Salesforce.com

    Jennier Cote has over 10 years o experience developing instructor-led training

    (ILT) and eLearning courses. She took one company rom zero to multiple eLearning

    courses within the rst year. She has expertise using rapid eLearning tools to create

    stimulating and eective eLearning courses using narrated presentations, interactive

    sotware demonstrations, simulations, and scenario-based activities. She has taught

    technical courses to high-tech companies worldwide.

    Kimberly Davies-Homan, Coordinator of Instruction and ReferenceServices, Milne Library, SUNY Geneseo

    Kimberly Davies-Homan has worked at the State University o New York (SUNY) at

    Geneseo since 1999. As an indication o Kimberlys passion and diligence to out-

    standing library instruction, customer service at the reerence desk, and overall collab-

    oration with colleagues and departments across campus, in 2006 alone, she received

    a continuing appointment, was promoted to Associate Librarian, and received SUNYs

    Chancellors Award or Excellence in Librarianship. Kimberly earned her M.L.S. degree

    at SUNY Bualo and her B.A. degree in French and International Relations at the Uni-

    versity o New Hampshire.

    Julie Dirksen, Independent Consultant,Usable Learning, LLC

    Julie Dirksen holds a M.S. degree in Instructional Systems Technology rom Indiana

    University, and has had nearly a dozen years o experience designing interactive

    eLearning environments or Fortune 500 clients. She has been an instructional strate-

    gist with Allen Interactions, and an adjunct aculty member at the Minneapolis College

    o Art and Design, teaching courses in Project Management, Instructional Design, and

    Cognitive Psychology. She also believes that we need to learn how to use the addictive

    powers o Tetris or good rather than evil.

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    58 Tips for Breakthrough eLearning Instructional Design 3

    Corey Ha, Instructional Technologist, Milne Library, SUNY Geneseo

    Corey Ha has been a technology enthusiast or the past 20+ years with a wide range

    o experiences. Corey has been involved with K12 and higher education as an appli-cations specialist, learning developer, Web programmer, and systems administrator. In

    his current role on the Milne Librarys Instruction Design Team, he assists users with

    integrating technology in instruction. Corey earned his M.L.S. degree at SUNY Bualo

    and a M.S. degree in Inormation Technology at Capella University.

    Dick Handshaw, Founder and President, Handshaw, Inc.

    Dick Handshaw is a consultant, speaker, and champion or real innovation and quality

    in ID. Dick is a pioneer in the eld, with more than 30 years o experience as a learn-

    ing and perormance-improvement proessional and entrepreneur. In 1985, he ounded

    Handshaw, Inc., a company that today is a leading provider and innovator in the designand development o learning services and solutions. Dick has served as a consultant

    or many organizations to help them establish a results-oriented learning strategy, meth-

    odology, and practice, and he is a respected thought leader who has presented at vari-

    ous international conerences.

    Charles Jones, Instructional Systems Specialist, U.S. Department ofVeterans Affairs

    Charles Jones has been developing interactive Web-based training games and course-

    ware on healthcare topics or the U.S. Government since 1998. In 2010, the Strategic

    Health Care Communications Group gave Charles an e-Healthcare Leadership Awardor Best Internet Site in the category o business and process improvement applica-

    tions or products or a physician-oriented Web-based learning game. In 2004, Nielsen

    Norman Group named his government intranet site as one o the worlds Top 10 gov-

    ernment and public-sector intranet designs. Charles holds a Masters Degree in Educa-

    tion with a specialization in distance learning or adults.

    Jean Marrapodi, Ph.D., Chief Learning Architect, Applestar Productions

    Jean Marrapodi currently works at New England College o Business as an ID and ac-

    ulty member, teaching communications and management courses. Jean has more than

    a decade o experience in the eLearning eld, where she has worked in the nancial,retail, and healthcare arenas, and serves as a volunteer in the non-prot sector. She

    holds a Masters degree in Online Instructional Design and a Ph.D. in Adult Education,

    both completed online at Capella University. She is a Certied Proessional in Learning

    and Perormance, ASTDs highest credential.

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    58 Tips for Breakthrough eLearning Instructional Design 4

    David Metcalf, Ph.D., Senior Researcher and Director, Institute or

    Simulation & Training METIL, University o Central Florida

    Dr. David Metcal explores leading-edge innovations in learning. Specifc areas oocus include learning-business strategy, perormance measurement, operational

    excellence, outsourcing, blended learning, and mobile learning. David was ormerly

    the Chie Learning Technologist at RWD Technologies. He joined RWD with the sale

    o his NASA Kennedy Space Center (KSC) laboratory spin-o company, Merrimac.

    Prior to the spin-o, he was the Lead Multimedia Designer at NASA KSC. David is the

    author o several recent works including Blended eLearning: Integrating Knowledge,

    Performance Support, and Online Learning; mLearning: Mobile Learning and Perfor-

    mance in the Palm of Your Hand; and mHealth: From Smartphones to Smart Systems.

    Brendan Peterson, Manager, Training and Certifcation, Salesorce.com

    Brendan Peterson has designed, developed, and managed eLearning or over a de-

    cade. He has worked as a Learning Strategist at DigitalThink, as a Learning Solutions

    Architect at Apple, and as a Curriculum Developer and Manager at Salesorce.com.

    Gina Richter, Instructional Designer, First Data

    Gina Richter is an action-oriented lielong learner with a zest or lie, a good imagina-

    tion, inquiring intellect, ingrained ethics, and a desire to excel. That is why online learn-ing was the perect way or Gina to obtain her M.S. in Instructional Design / Online

    Learning and move orward in her career. She is now pursuing her doctorate. With over

    10 years o experience in the analysis, design, development, delivery, and implementa-

    tion o learning, she continues to bring passion to the table in her pursuit or the right

    learning solution, at the right time, through the right delivery methodology.

    A.J. Ripin, Director, Future and Emerging Technologies, Moving Knowledge, Inc.

    In his current role, A.J. Ripin leads collaboration and discussion with world leaders rom

    industry, healthcare, academia, military, and nonproft organizations. Beore joining Mov-

    ing Knowledge, A.J. served as a Co-ounder and Principal o Mem-Cards Corporation,

    where he worked with the likes o Tom Peters, Jerey Gitomer, Stephen Covey, and

    Ken Blanchard, and developed hundreds o job aides and mobile-perormance-support

    guides. He also participated in the U.S. Secretary o Educations Innovators Roundta-

    ble on the Integration o Education and Technology. He is a graduate o the University

    o Hartord, where he earned a B.S. in Business Administration with a concentration in

    Entrepreneurship.

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    58 Tips for Breakthrough eLearning Instructional Design 5

    Judy Unrein, Senior Instructional Designer, Nike, Inc.

    Judy Unrein specializes in designing eLearning and blended-learning solutions. Judyspeaks and writes regularly about learning design and technology or a variety o or-

    ganizations and publications. She holds a Bachelors degree in English, and both a

    M.B.A. degree and a M.Ed. degree in Instructional Design. She has worked in the

    learning and development industry since 1997 as a trainer, project manager, and learn-

    ing designer.

    Inge de Waard, eLearning Coordinator, Institute of Tropical Medicine

    Inge de Waard is an internationally engaged eLearning coordinator and researcher at

    the Institute o Tropical Medicine Antwerpen (ITM) in Belgium. She is an international

    speaker who has consulted or eLearning start-ups in South Asia, Arica, and LatinAmerica in addition to eLearning projects within ITM. Working requently with partners

    rom developing countries, she is involved in mobile and Web-based learning projects

    in dierent low-resource regions throughout the world. Involved in eLearning since

    1999, Inge has a background in pedagogy and IT and she combines both spheres to

    ensure optimal Technology Enhanced Learning or all stakeholders. She is also an ac-

    tive member o several international learning organizations.

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    The eLearning Guild | 120 Stony Point Rd., Suite 125 | Santa Rosa, CA 95401 | +1.707.566.8990

    http://bit.ly/olf94info | +1.707.566.8990LEARNMORE

    May 17 & 18, 2012Advanced and Breakthrough Instructional DesignHow can you take your instructional-design skills and techniques to the next level? What are some of the

    newest innovations in instructional design? What does the research tell us about which design techniques

    really work and which ones dont? If you want to design increasingly compelling online learning experiences,

    or just need some fresh ideas, join the authors of this eBook at this upcoming Online Forum.

    Learn more athttp://bit.ly/olf94info

    Register for an individual Online Forum for $495 ($395

    for GuildMembers) and get access to the live event plus

    the recordings of all ten sessions for 12 full months.

    Register Now at http://bit.ly/registerolf94

    Become an eLearning GuidMember-Plus and get access

    to all Online Forums the live events plus the 700-ses-

    sion archive for 12 full months, all for only $695.

    Join Now at http://bit.ly/joinolf94

    How to Attend...

    OPENING SESSION

    101 - Demonstrating Instructional Design Value through

    Results, Dick Handshaw, Handshaw, Inc.

    CLOSING SESSION

    601 - Evolving Possibilities for eLearning Design,

    David Metcalf, Ph.D., University of Central Florida, and

    A.J. Ripin, Moving Knowledge, Inc.

    ADVANCED DESIGN TECHNIQUES

    201 - How Rapid Development Tools Inuence Your

    Design, and How to Not Let Them, Judy Unrein, Nike, Inc.

    301 - Flash and Beyond: Making eLearning Accessible,

    Charles Jones, U.S. Department of Veterans Affairs

    BREAKTHROUGH DESIGN TECHNIQUES

    202 - Library as Catalyst to Collaborative Instructional

    Design Initiatives, Michelle Costello, Kimberly Davies-Hoffman

    & Corey Ha, Milne Library, SUNY Geneseo

    302 - Chiropractic ID: Adjusting for Alignment,

    Jean Marrapodi, Applestar Productions

    ADVANCED DESIGN TECHNIQUES

    401 - Whats Your Story? Using Personas to Focus Your ID,

    Brendan Peterson & Jennifer Cote, Salesforce.com

    501 - The Advantages of MOOCs for an International Learnin

    Audience, Inge de Waard, Institute of Tropical Medicine

    BREAKTHROUGH DESIGN TECHNIQUES

    402 - Designing for Flow: Creating Compelling User

    Experiences for Learning, Julie Dirksen, Usable Learning, LLC

    502 - Beyond ID: Moving from Filling Training Requests to

    Improving Performance, Gina Richter, Behavior Learning

    Systems, Inc.

    THURSDAY, MAY 17, 2012 FRIDAY, MAY 18, 2012

    Register for this Online Forum Best Value All Online Forums

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    58 Tips for Breakthrough eLearning Instructional Design 6

    Twelve Tips or Research

    Beore you start designing your next course, do some research onan ongoing basis on general ID techniques, strategies, and trends,

    as well as on the specics o your learners and your subject matter.

    (Reading this eBook counts! So does talking with other designers.)

    Even i youve been designing or years, theres always something

    new or at least new to you and learners needs and preerences

    can change over time. Research is one o the best ways to ensure

    that your designs stay resh and relevant, and that you dont burn

    out doing the same old thing. Here are some ways our tipsters stay

    inormed.

    I you are able to, regularly attend workshops and conerences on instructional design

    and instructional technology. These will keep you apprised o the newest developments

    in the eld and are a great way to network. Make sure you take the time to go to events

    outside o ormal sessions; these are oten the best times to meet new people and talk

    about the ideas discussed during the ormal sessions. In addition, take advantage o

    conerences and workshops outside o your specic eld or area. (For example, i you

    are an academic, go to a corporate-ocused conerence.)

    Michelle Costello

    Play Plants vs. Zombies. Seriously, play the video game Plants vs. Zombies, www.

    plantsvszombies.com/, (or some equivalent video game) and look at how the game

    does a ew things. It:

    Provides feedback to help players adapt their performance

    Uses scaffolding to gradually develop skills

    Balances the challenge to match the learners ability

    Uses incremental increases in complexity to teach highly complicated tasks

    Julie Dirksen

    Expose yoursel. To other ideas, that is. I you havent experienced a wide range o

    learning experiences, go out and nd them. Rather than letting authoring tools tell you

    how to design, learn rom what you like and dont like.

    Judy Unrein

    Keep building relationships and asking questions to integrate into the business. This

    will enable you to create integrated learning experiences.

    Gina Richter

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    58 Tips for Breakthrough eLearning Instructional Design 7

    Understand your learners. Use ocus groups to ask questions, gather inormation, and

    dene the characteristics o your target audience.

    Brendan Peterson and Jennifer Cote

    Keep an eye out or peers on your campus or in your organization who are taking on

    new projects and are asking or help in their instruction. I you can successully work

    with this one new person, they will spread the word to others and you can build your

    portolio one case study at a time.

    Michelle Costello

    Ask the subject-matter expert how well the learner needs to perorm the task. I learn-

    ers would do it with the assistance o a job aid, assess them doing the task with the

    job aid. There is no need to teach something to mastery i people will always look up

    that something. Think mail merge: Ater you understand the concept and walk through

    it the rst time, there is no need to do it without assistance unless it will be a daily task.

    Use the help le as needed in the uture.

    Jean Marrapodi

    Stop thinking about courses and start thinking about integrated learning experiences.

    Gina Richter

    Training personas should be ully feshed-out characters with pictures and back-stories

    that identiy characteristics o your target audience such as skill level, experience, and

    job role.

    Brendan Peterson and Jennifer Cote

    Oer workshops or any new ideas you glean. I you are able to teach others what you

    have learned, it will not only help you gain a better understanding o the content, but

    show those around you what you can do or them.

    Michelle Costello

    Scratch. In The Creative Habit, Twyla Tharp explores the idea o scratching or ideas,

    or looking or inspiration in small things such as everyday conversation. Some o my

    best ideas or interactions have come rom small nuggets that Ive added on to. Once

    the idea is developed, you can gure out what tools you need to make it happen.

    Judy Unrein

    Provide inormal credits or bonuses or learners who oer substantially relevant inor-

    mation. All organizations have employees that, rom time to time, have great ideas on

    improving eciency or saving costs. Create a workplace environment where employ-

    ees can share these ideas with the training department. When you use such an idea,

    make sure you give that employee credit or a bonus or promoting knowledge sharing.

    To avoid misunderstandings, make sure youre clear up ront on what is substantially

    relevant.

    Inge de Waard

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    58 Tips for Breakthrough eLearning Instructional Design 8

    Twenty-fve Tips or Design

    The core o instructional design entails envisioning learning out-

    comes and determining the learning tactics and strategies or pro-

    ducing these outcomes with your learners. Our tipsters share some

    o their best ideas or designing eective learning.

    Design or fow. Match the level o diculty to be slightly but only slightly out o

    reach o the learners current ability, and match that with corresponding opportunities

    to practice and coast a little. When a challenge ar exceeds a learners ability, it quickly

    becomes rustrating. And when a challenge is ar too easy or a learner, its boring. Butsomething that is slightly too hard can be a satisying challenge, while something that

    is a little bit too easy can be a satisying opportunity to coast or a ew minutes.

    Julie Dirksen

    Dont take a training order; ask questions to determine the business drivers, processes,

    culture, and technical inrastructure, and learn how you will measure success. Then,

    in context, build knowledge and change behaviors and/or attitudes to improve peror-

    mance.

    Gina Richter

    I a SME cannot articulate the big idea o a desired course in a single sentence, theydo not know what they are looking or. Help them reocus by asking, What do you

    want your learners to be able to do at the end o the course? Then drill down and ask,

    What things do they need to know to do that?

    Jean Marrapodi

    Do the right amount o analysis and design beore you begin creating eLearning mod-

    ules. Avoid the temptation to dive into eLearning development until you have a clear

    task analysis that will help you, your subject-matter experts, and your clients clearly un-

    derstand the desired learning outcomes.

    Dick Handshaw

    Start big. Start by dreaming up the learning experience you would like to create i time,

    money, and skill were no object. Then take the kernel o what makes that experience

    compelling and whittle down to what your resources let you do while keeping that ker-

    nel intact.

    Judy Unrein

    Dont let inormal learning scare you. Embrace the concept, and put structure around it

    to align the learning with organizational goals.

    Gina Richter

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    58 Tips for Breakthrough eLearning Instructional Design 9

    Use training personas to ensure that your content is the right tone and level or your au-

    dience.

    Brendan Peterson and Jennifer Cote

    Instructional design is vital, and so is inormation design. One o the rst steps you

    should take as you begin to design or dierent delivery modalities is to decide on the

    user interace and experience, and begin with a clear end state. Its undamental to en-

    sure a communication structure that does not get in the way o learning, whether youre

    using a social-media tool, mobile delivery, computers, or whatever. Be aware that the

    user experience can change by interaction rom tablet to mobile to laptop to ace-to-

    ace. Inormation design needs to account or these variables. A good example o this

    practice is pretotyping, a technique that Matt Landis o Google has been using to rap-

    idly design the user experience, inormation design, and instructional design using a

    simple paper-based method.

    David Metcalf and AJ Ripin

    Design with accessibility in mind. During the audience-analysis portion o your course

    design, you might typically ask questions about the diversity o the audience, as well

    as what kinds o tools or processes they use in completing their jobs. This is where

    you can consider the needs o your learners with disabilities. These disabilities might

    include blindness, visual impairment, or color-blindness; deaness or other hearing im-

    pairments; speech impairments; or issues with mobility, dexterity, strength, or the ability

    to reach.

    Some instructional designers view accessible design as an aterthought, to be in-

    cluded ater they nish developing the course. This is ineective. You should incorpo-rate accessibility into the training design rom the initial stages o development. When

    designing a button, or example, have you ensured it is viewable to learners who are

    color-blind? Can a screen reader identiy that button and its purpose to a visually im-

    paired learner? Can a learner who is unable to use a mouse use the keyboard to tab to

    the button, or use a keyboard shortcut to activate the button? I the button starts some

    narrative audio, have you provided closed captioning or that audio?

    Designing or learners with disabilities is just as important as designing or other learn-

    ers. Considering these needs in the initial analysis and design steps will help ensure

    eLearning that is accessible or all.

    Charles Jones

    Remember, social learning has been around longer than we have been alive. Now we

    just have tools that make social learning possible globally. Leverage these tools!

    Gina Richter

    Stimulate your learners to share their inormation, trust their expertise. When building

    courses, leave room or learner input. Learners are on the work foor or in the eld, so

    they know what is really happening and have relevant inormation to share rom their

    experiences. Add a real-lie cases section or each learning topic and ask learners

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    58 Tips for Breakthrough eLearning Instructional Design 10

    to upload videos or pictures right rom the eld. This has a double benet: you get rel-

    evant examples you can use in uture courses and the learners eel respected in their

    work.

    Inge de Waard

    Instructional design should be an iterative process. Throughout the process, dont or-

    get to circle back to goals, objectives, business drivers, and success measures.

    Gina Richter

    Scaold the learning. Give learners lots o support in the beginning, then take away

    supports little by little to move them toward independence.

    Jean Marrapodi

    Design or accomplishments. Use a combination o immediate, short-term, medium-term, and long-term goals to have your learners accomplish things with your content.

    So instead o having a sales course thats structured with a module about determining

    customer needs, ollowed by a module about product eatures and benets, ollowed

    by a module about the sales process with the client, learners instead have a series o

    goals, and i learners ail at any goal, they must practice and try again until they suc-

    ceed.

    Here are some sample goals:

    Immediate: Gather relevant data about different customers and their needs.

    Short-term: Determine a product and sales approach for different clients based on

    their needs.

    Medium-term: Succeed in closing with the client (make the sale, get the meeting, get

    the reerral).

    Long-term goal: Hit your sales quota for the quarter and win a trip to Hawaii.

    Julie Dirksen

    Use your learner research to create training personas that represent archetypes o your

    target audience.

    Brendan Peterson and Jennifer Cote

    Assessment does not always mean a test. How will the learner demonstrate mastery?

    More oten than not, it is through doing something, not knowing something. Knowing

    enables doing.

    Jean Marrapodi

    Design or color-blindness: When designing accessible eLearning, most designers o-

    cus on the visually impaired who are using screen-readers or other assistive devices.

    But what about learners who suer rom color-blindness? The National Center or

    Health Statistics reports that nearly three million Americans are color blind. Not all o

    your learners view colors the same way. For this reason, you should avoid using color

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    58 Tips for Breakthrough eLearning Instructional Design 11

    to convey inormation, such as click the red button or the correct answer is high-

    lighted in yellow. One way to ensure accessibility is to provide sucient color contrast.

    Insucient contrast between oreground and background colors can make a screen

    inaccessible to color-blind learners. And since most color-blind individuals dont havelow or no vision, they dont need to use a screen reader or other assistive technology.

    An easy way to ensure sucient color contrast is to use a ree color-contrast checker

    such as the ones at http://webaim.org/resources/contrastchecker/ and https://www.ss-

    bbartgroup.com/reerence/index.php/Color_Contrast_Checker. Simply enter the hexa-

    decimal values o your oreground and background colors into one o these tools, and

    the tool will tell you i there is sucient contrast.

    Charles Jones

    There is a dierence between assessment and evaluation. Assessment evaluates the

    learner while evaluation evaluates the learning with an eye toward improvement and/or

    results. Formative assessment examines the learner or development or mastery as the

    concept is orming; it may indicate the need or more work, re-teaching, more practice,

    or it may identiy mastery. Summative assessment occurs in the end state, determin-

    ing the learners mastery at the end o the module or program; you should also use it to

    evaluate how well the learning enabled the learners mastery.

    Jean Marrapodi

    Write learning objectives or your training persona. This allows you to ocus on what

    your learners need, and omit objectives that are not important or your learners.

    Brendan Peterson and Jennifer Cote

    Tony ODriscoll says, Content may be king, but context is the kingdom. Dont just dis-

    pense inormation; use simulations, case studies, scenarios, and anything else you can

    to make the learning relevant to the job task your learners need to perorm. Allow imme-

    diate opportunities or learners to practice their new skills on the job with coaching and

    eedback. ELearning without coaching usually doesnt work.

    Dick Handshaw

    Create a matrix to align all your training activities and content with your anticipated out-

    comes. This helps SMEs see how their nice to have material is not helping to pro-

    mote the course objective.

    Jean Marrapodi

    Create social spaces where learners can start, join, or add to the discussion on the

    subject matter. Creating courses is important to help your learners stay on top o what

    they need to know. However, its crucial that they can discuss the inormation you pro-

    vide or the topics you ask them to ollow. When learners discuss what they know, or

    they share their remarks on the subject, they refect on the content. Refection is a

    deeper learning action that allows a longer memorization to take place and it stimulates

    peers to do the same.

    Inge de Waard

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    58 Tips for Breakthrough eLearning Instructional Design 12

    Dont build a spaceship when a wagon will do. The goal is to get learners rom one

    place to another. Handing the learner a wagon may be all you need to do. Think job aid.

    Jean Marrapodi

    Manage your learners cognitive load. Ruth Clark has pointed this out extensively, and

    plenty o research backs it up. For example, dont give your learners something to read

    and something to listen to at the same time.

    Dick Handshaw

    Sketch. Paper is probably the most fexible sketching medium. Its also cheap and

    highly portable. I you are very fuent in visualization or mind-mapping sotware, that can

    work well, too, but dont start designing in an actual authoring tool.

    Judy Unrein

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    58 Tips for Breakthrough eLearning Instructional Design 13

    Fourteen Tips or Development

    Once your design is ready or at least ready enough its time to

    start gathering and developing the learning content, using the tools,

    and building the structure required to execute and support your

    learning tactics and strategies. Our tipsters provide some ideas or

    bringing your design to ruition.

    Create a ubiquitous learning environment to meet your (global) learning population and

    their own diversity o devices. As computing devices continue diversiying, you need to

    ensure that your learners can access your learning environment independent o device,as well as independent o time, location, and context. Every second lost on searching

    or the right device is a loss o money and motivation.

    Inge de Waard

    Develop content that uses context, stories, and characters based on a training per-

    sona. Creating a narrative-driven, scenario-based training experience is much easier

    when you have a clear picture o your main character.

    Brendan Peterson and Jennifer Cote

    Make sure you are evaluating learners against intended outcomes. Each evaluation

    question should map to an outcome.

    Jean Marrapodi

    Only use social-media tools whose aordances t your learning/teaching goals. Social-

    media tools are just that: tools. Embedding them will not ensure good learning out-

    comes. To use these tools to their ullest potential, you the instructional designer

    must learn their benets and downsides in relation to in-depth learning. You must

    walk the talk to create strategic, impactul social-media learning decisions in your de-

    sign.

    Inge de Waard

    Use the accessibility panel: Adobe Flash and Captivate both provide an accessibility

    panel to help developers create accessible learning products. This panel allows you to

    provide a name and description o your entire Flash project, each movie clip, and each

    screen object. You cannot use the panel with graphic symbols or static text, so be sure

    to convert each symbol into a movie clip and use dynamic text.

    Charles Jones

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    58 Tips for Breakthrough eLearning Instructional Design 14

    Use prescriptive eedback all the time. People dont learn much by just reading. The

    teachable moment in any eLearning course comes when the learner makes a mistake

    in a simulation, exercise, or when answering a question. When they make the mistake,

    you have their attention. Use eedback to explain why their particular choice or answeris incorrect and how to gure out the correct approach. Dont just spoon-eed them the

    correct answer.

    Dick Handshaw

    Build your expert learning environment in The Cloud or immediate knowledge ex-

    change. Experts in any eld or proession already are at the top o their knowledge. But

    in this rapidly evolving era, any knowledge has rapid turnover, so even experts need to

    keep their eyes and ears open or new evolutions and insights. I you bring your inter-

    national experts together in a learning environment located in The Cloud and acilitate

    active learner participation, you will need only minimal course architecture and you will

    get an optimal exchange o ideas. From that starting point, you can build knowledge

    iterations where your experts eed their insights and new knowledge to the training

    managers, and subsequently to the instructional designers that developed the learn-

    ing environment. An organization that can keep its top knowledge workers in immediate

    communication with the training department will be able to keep up with the latest

    insights and evolutions, which will drive a general eeling o expertise throughout the

    organization.

    Inge de Waard

    Test a prototype with sample learners and solicit their design advice. No one knows

    better than your learners what they need in order to learn. Just ask our to six samplelearners to use a prototype module that embodies most o your instructional strategy. In

    two-to-three hours they can determine whether your instructional strategy will be suc-

    cessul or not. I it isnt working, they can probably tell you what to do to x it.

    Dick Handshaw

    Use interval spacing o content tied to Kirkpatrick Level 3 (behavioral changes over

    time) as a solution.1 Reviewing inormation at spaced intervals based on the learner

    and the content can help transition material rom working memory to long-term mem-

    ory, and thereby create more eective learning. Linking this to a time-spaced method o

    evaluating training eectiveness with Kirkpatricks Level 3 makes good sense, not only

    to reinorce the learning but also to show the value o the learning i you access some-ones actual perormance based on what they have learned a week, a month, or a quar-

    ter ago. This will show not only deep, eective learning but demonstrate putting that

    learning into practice.2

    1Ebbinghaus, Hermann. Memory: a Contribution to Experimental Psychology. New York:Dover Publications, 1964. Print.

    2 Kirkpatrick, Donald L. Evaluating Training Programs: The Four Levels. San Francisco:Berrett-Koehler, 1994. Print.

    David Metcalf and AJ Ripin

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    58 Tips for Breakthrough eLearning Instructional Design 15

    Dont apply accessibility to everything: Screen readers will read everything that has a

    name or description. This includes the entire Flash project, each movie clip, and each

    screen object. Sometimes, all this reading will be too much. In many cases, the name

    and description you assign a movie clip will satisy accessibility requirements. In thiscase, use the accessibility panel to provide a name and description, but be sure to un-

    check the option to make all child objects o that clip accessible. This way, learners us-

    ing screen readers dont hear a description o the clip and o every child object.

    Whats a good rule o thumb? I you were describing this movie clip to me over the

    telephone, would you give me a general description, or would you tell me about each

    and every object in that clip? How you answer that question should help you determine

    the items to which you should apply accessibility eatures.

    Charles Jones

    On using audio and Podcasts to deliver instructional materials: While we have all heardo cognitive load theory (72 items is what the human brain can hold at one time),

    when it comes to audio content it may be better to use a rule o thumb o 52. When

    someone hears inormation, ve and seven items may be the logical limit on inormation

    clumping. Keep this in mind, especially when delivering audio content over mobile de-

    vices. Shorter bursts o inormation may be appropriate.

    David Metcalf and AJ Ripin

    Closed captioning is not just or the hearing impaired: While many developers ensure

    their courses work with assistive technology, dont orget learners who are hearing im-

    paired. These learners generally dont use assistive technology, but instead depend on

    course developers to include closed captioning. Adobe Flash provides components orgenerating closed captions, and Adobe Captivate supports synchronization o audio

    with text. But these tools can also help learners who are not hearing impaired. Heres

    an example: An employee working the graveyard shit on a hospital ward is completing

    her eLearning course requirements. Because she does not want to wake any sleep-

    ing patients, she lowers the volume on her computer to barely audible levels. Giving

    her the ability to press a CC button on the Flash player lets her complete the training

    without disturbing her patients.

    Charles Jones

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    58 Tips for Breakthrough eLearning Instructional Design 16

    Build suites o apps or mLearning. As weve built a series o mobile-learning solutions

    in the past years, weve discovered there is no one app that can do it all. Instead o try-

    ing to rely on one app, conduct a proper job-task analysis or cognitive-task analysis to

    determine the needs o a particular role. Then map those needs to capabilities acrossmultiple apps or learning and human perormance. For example, when traveling in a

    oreign country, learners may need an app that has inormation about the country, an-

    other app that has maps like Google Maps, another app that has inormation on lan-

    guage, and another app that has specialized inormation about their role in that country

    or their business activity while there. To expect one app to do all o these things is not

    likely to produce success. Rather, provide a suite o careully organized apps with a

    checklist or job aid to provide mental scaolding or which app to use or a particu-

    lar task within the overall task or mission. Also, monitor the development o Web apps

    (mobile Websites). The mobile versions o Twitter.com and Linkedin.com look and act

    just like the native apps, and Web apps oer better fexibility in distribution, greater uni-

    ormity across dierent platorms, and lower costs.

    David Metcalf and AJ Ripin

    Google Form is one o the many ree document types available in Google Docs,

    http://docs.google.com. Google Form is a great tool or collecting inormation rom

    learners, such as or a survey or assessment. Although Google provides some op-

    tions or simple orm customization through Themes, controlling the look and eel o a

    orm beyond the deault requires CSS coding. There are many tutorials available on the

    Web.

    Here is the beore-and-ater o a orm I created, and then customized with CSS:

    Before CSS customization: https://docs.google.com/a/geneseo.edu/spreadsheet/vie

    worm?ormkey=dG52ejVZSmZQam9Da1FFemtySExwZXc6MQ

    After CSS customization: http://eres.geneseo.edu/library/instructionaldesign/major-

    concepts.html

    Corey Ha

    https://docs.google.com/a/geneseo.edu/spreadsheet/viewform?formkey=dG52ejVZSmZQam9Da1FFemtySExwZXc6MQhttps://docs.google.com/a/geneseo.edu/spreadsheet/viewform?formkey=dG52ejVZSmZQam9Da1FFemtySExwZXc6MQhttps://docs.google.com/a/geneseo.edu/spreadsheet/viewform?formkey=dG52ejVZSmZQam9Da1FFemtySExwZXc6MQhttps://docs.google.com/a/geneseo.edu/spreadsheet/viewform?formkey=dG52ejVZSmZQam9Da1FFemtySExwZXc6MQhttp://eres.geneseo.edu/library/instructionaldesign/majorconcepts.htmlhttp://eres.geneseo.edu/library/instructionaldesign/majorconcepts.htmlhttp://eres.geneseo.edu/library/instructionaldesign/majorconcepts.htmlhttp://eres.geneseo.edu/library/instructionaldesign/majorconcepts.htmlhttps://docs.google.com/a/geneseo.edu/spreadsheet/viewform?formkey=dG52ejVZSmZQam9Da1FFemtySExwZXc6MQ
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    58 Tips for Breakthrough eLearning Instructional Design 17

    Seven Tips or Project Management

    These days, many instructional designers also serve as project man-

    agers. I youre one o these designers, you need to look beyond in-

    structional design and development to make sure that you and your

    colleagues have the resources they need to deliver on time and on

    or under budget. And even i you dont manage the work o others,

    you still need to manage your own work. Here are some great proj-

    ect-management suggestions rom our tipsters.

    Plan to ail. One o the best ways to keep tools rom dictating your designs is to be an

    experienced, skillul, and condent designer. That takes practice, knowledge, and time;

    ailure can be one o the best teachers. Make sure your project plans arent so tight

    that you cant try new things and discard them along the way.

    Judy Unrein

    Take notes at every instructional-design meeting. It helps you and others keep track o

    what was discussed at the meeting, it can act as an eective reminder or uture meet-

    ings, it helps minimizes assumptions, and helps keeps everyone on the same page.

    Corey Ha

    Use training personas to help multiple instructional designers ocus on the same learn-

    ers. By targeting each course toward a specic persona, designers will be able to

    home in on the specic needs o the audience, creating consistency or learners.

    Brendan Peterson and Jennifer Cote

    Start with a clear end state. Weve oten heard Gary Walker talk about the importance

    o having a clear vision o what your end state o success looks like and ollowing

    that through in project design as well as instructional design. This will help ensure con-

    sistent outcomes or key perormance indicators and stakeholder expectations. Follow-

    ing this simple guidance can also help you build a clear pathway to Kirkpatrick Level 4

    evaluation o the eectiveness o learning at a strategic level.

    David Metcalf and AJ Ripin

    As a new instructional designer, you may want to start with small, manageable, and

    measurable projects. Get your eet wet with projects that have a realistic timerame and

    attainable goals, then move on to bigger projects. Make sure you break larger projects

    into smaller chunks and create timelines. Schedule time on your calendar to work on

    these projects; this is how to keep yoursel on track and make sure colleagues cant

    claim that time or meetings.

    Michelle Costello

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    58 Tips for Breakthrough eLearning Instructional Design 18

    Use training personas to create learning paths, marketing materials, and clear messag-

    ing around whom your training is or, and what people will learn.

    Brendan Peterson and Jennifer Cote

    At instructional-design meetings, ask yoursel What are we trying to accomplish dur-

    ing this meeting? You can ask the person you are working with what are the top two

    areas youd like to work on today? Its always helpul to ocus on whats at hand and

    work on the task.

    Corey Ha

    The eLearning Guilds Online Forums consistof ten, live, interactive, 75-minute sessions offered over

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    closing sessions for all attendees and two tracks of

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