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Presented at ASTD San Diego's "Your Turn To Learn" conference, November 2010.
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Open Source Instructional Design
Collaborating with SMEs
© 2010 IntelliDesign LLC
Instructional Designers constantly
adjust to external road conditions
Navigating
successfully
can be
difficultEconomy
Changes
Technology
Bottlenecks
threaten
on-time
delivery*
*Kapp/Defelice: “Reducing the Time
to Develop One Hour of Instruction”
Scope
Creep
SMEs
We can
arrive on
time, if we
join forces
with our
SME.
Chart your course toward Collaboration
with an Open Source attitude.
What Do They Have
In Common?
90 Second Table Discussion:
Your Best SME Ever - Why?
Have you experienced these
“Rapid Development
bottlenecks?”
Delays
Pushback
Lack of
Support
How can we stay
proactive & positive?
Consider
Upgrading
Your
Roadmap
Meet Bill
Meet Linus
Which philosophy
do you prefer?
…by sharing basic ID skills with a Subject
Matter Expert
Empowering Our SMEs
Empowerment Breaks Bottlenecks
Break the bottleneck
and get more with less!
“Traditional” Instructional Design(in a rapid environment)
1) Existing content developed by SME
2) Designer “fixes” the content
3) SME verifies technical accuracy
4) ID or developer inputs content
into new format
Collaboration Stories
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Healthcare Study
Are You Smarter Than a 6th Grader?
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Healthcare Study
“Systems thinking is a core
21st century skill, and a skill
we believe is key to enabling
good learning.”
“Reducing Time to Develop 1 Hour of Instruction”
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Healthcare Study
SME challenges were identified as the
2nd largest cost of creating instruction
in a recent study*. (Defelice & Kapp)
“Collaboration & the Quality of Health Care”
Center for Workplace Transformation
– 2300 observations, 63 interviews in 3 hospitalsHospital with best care was most collaborative
Worst hospital was most split between administrative and medical staff
“We can specify cases in which collaboration prevents errors and improves
care process… and where lack of collaboration creates errors”
Reducing the Time to
Develop One Hour of
Instruction
Collaborative
Healthcare Study
Collaboration in the 1940s
Disney Org. Chart
circa 1942
Consider empowering the SME
with basic design skills
Collaborate
Break Bottlenecks
Think
the Box
Outside
Communicate:
- Status updates
- Reminders for next steps (What, When, & Who)
- Action Items for the client, SME, and stakeholder
- Planning for future tasks and milestones.
Empower SMEs with Your Toolbox
90 Second Table Discussion:
What’s In Your Toolbox?
1. Overview the Process
2. Guide them
Tools: Gantt chart | Schedule | Communications plan | Agenda | Checklist
3. Demonstrate what you’ve learned from them, then ask for more info
4. Learn their content & organize/outline it for them
5. Stay upbeat & encouraging
Prestera & Comolli
“Managing the Unmanageable SME”
“Managing the Unmanageable SME”
Using Your Guard Rails
• Babysteps
• Picking the *right* SME
• Stay in the Driver’s Seat
• “No failure zone” OK to experiment
What Does Your Route Toward
Collaboration Look Like?
1950s
1990s
2010s
1950s
1990s
The Bookshelf:
2010s
The Bookshelf:
Our Approach
Dipping or Diving?
Putting It Together
Putting It Together
1. Comolli & Prestera; Managing the Unmanagable SME
retrieved from: http://www.learningsolutionsmag.com/articles/194/managing-the-
unmanageable-subject-matter-expert
Slides: http://www.performdev.com/site_resources/presentations/gvispi06_slides.pdf
2. Kapp & Defelice “Time to Develop One Hour of Training” retrieved from
http://www.astd.org/LC/2009/0809_kapp.htm on September 29th 2010
“Reducing the Time to Develop One Hour of Training”, ASTD Links Plus, March 2010
(premium subscription content)
3. Heckscher & Rubinstein, “Collaboration and the Quality of Healthcare Delivery”
http://cwt-ru.org/
4. Quest 2 Learn website: www.q2l.org
Resources
Wrapup & Next Steps
Join the revolution!
Submit your Success Stories & Solutions
Future Case Studies & Research
LinkedIn: linkedin.com/ in/ nathaneckel
Designers must
deliver within
tight timelines
SMEs
Can Lighten
Our Load
Break the Bottleneck:
…empower your SME
Arrive on time
and on budget
with an open source attitude
Thanks for Joining Us!
Special thanks to the ASTD San Diego team!
linkedin.com/ in/ nathaneckel
© 2010 IntelliDesign LLC
