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How Do I Fly This Thing?
Strategic Planning for High-Level Learning Platform
    Performance and Organizational Structure

Kyle Mackie                      Cory Gaber
eLearning Program                Client Project Manager
Manager
Quick intro – Kyle
• eLearning Program Manager
  – Technical support team, development
    and maintenance of websites
  – Training Instructors on D2L platform
  – Maintaining DOME
  – Setting Roles and Permissions
  – Main contact with D2L
  – “legacy client” (6+ years)
Quick intro – Cory
• Client Project Manager
  – Client’s face of D2L, and D2L’s face of
    that client.
  – Key responsibilities:
    •   Project Management
    •   Scheduling and overview
    •   Ensuring overall client satisfaction
    •   “legacy employee” (2+ years)
The Players

• D2L Administrator

• Client Project Manager

• Implementation Service Consultant
What is strategic planning?
• A road map for D2L bliss
• Clear end results vs. current reality
• Involves both short and long term
  planning

Note: D2L system is configurable and
 can adapt to almost any business
 model
Life Cycle of a Client
• Implementation phase (Phase I)
  – setup and configuration of the D2L
    website
• Maintenance phase (Phase II)
  – system can be tweaked to minimize
    administration, maximize performance,
    and improve overall user satisfaction
Org Structure
• Virtual structure of your business
  model in D2L
• Defined in the DOME tool and
  defined by Org Units.
• Org Units, the basic building blocks
  – Semesters, Departments, Cohorts,
    Groups, Schools…
  – Whatever you can think of….
Sample Organization Hierarchy
My Courses widget
• How Org units are displayed to users

• Can display up to two different org
  unit levels
  – For eg -> Semester -> Department ->
    Course offering.
• Course offering is always the base
  layer
My Courses widget
DOME
• D2L Organization Management
  Environment
• Manages configuration variables
• Displays the hierarchal structure of
  the Organization
• Not the big hairy monster it first
  seems
DOME
What else to consider?
       How much time do you have?
•   Hardware
•   Scalability
•   Performance
•   New Products
•   New Projects
•   Metrics
•   Org Structure
Why worry about Org Structure?

A solid, well-thought out organizational
   structure is fundamental because it
   sets the parameters for everything
     you need to do. It’s your home.
      Once established, tools can be
   customized, roles and permissions
      set, users enrolled, templates
      created, courses developed.
Office of Open Learning, UofG
•   MBA
•   MA
•   University of Guelph DE
•   Equine Courses
•   Horticulture Certificates
•   University of Guelph-Humber
•   Diploma in Agricultural Communications
•   General Portal
•   a couple “on-hold” or “in-waiting”
Defining the Mothership
• The more you know at the outset
  instead of “should have told you
  earlier” basis
• Regular meetings
• Regular review
• D2L admin tends to be an
  intersection of a lot of information
• Ask a lot of questions
Defining the Mothership
•   Name
•   Audience
•   URL
•   Departments, Other Groupings
•   Branding, Logos
•   Courses – course codes
•   Timing
•   Tools needed and what they should be called
•   Roles needed and what they should be called
•   Documentation and Shared Resources
DE Org Structure
                    DE




departments

                               semesters

   course
 templates



                  course
                 offerings



        groups               sections
DE Org Structure
MBA Org Structure
                          MBA




  course
                 cohorts                      semesters
templates




                        course
                       offerings



              groups               sections
Org Structure

Once that’s all set and you’re up and
 running, you will, chances are good,
 encounter courses which don’t quite
  fit the mold, and will either need to
change the nature of how your org is
       set up, or create a new org.
The Good, The Bad
• New Audience
• New Tools with new configurations
• Shared forums, surveys etc. not applicable
• New Roles with new permissions
• Administration of program
• Existing information, helpfiles, orientation files,
  etc. not applicable
• Existing structures don’t jive with new courses
• Different branding
• “(insert name here) wants it that way”
“uber org” vs. multiple orgs

• Configurable at various levels
• Management of the individual parts
  as part of the whole or as individual
  parts?
• Flexibility?
Managing Change
• The key is that if the org structure is
  not set up properly
  – Confusion
  – Difficulty in maintenance and upgrading
  – Less possibility to customize to meet
    the needs of the course
  – Less than wonderful learning/teaching
    experience
Managing Change – ESL/Generalportal

• ESL org
• Three courses, potentially more
• Separate login page, separate design
  work, separate help forums, unique
  roles
• Low enrollments, uncertain offerings
• Considerable overhead
Managing Change - ESL/Generalportal
• One-offs and special scenarios
• Departments – ESL, Grad
• Separate structures, separate
  branding
• Generic login page, helpfiles
• Customization at the department and
  course offering level
• Testing and showcase possibilities
Managing Change - Equine

• Six courses as part of a certificate
• All supporting documentation, login
  pages, resources, at the org level
• Introducing new departments,
  change in shared resources
Managing Change – Justice Studies
• Sub-set of courses from an existing
  organization
• Users take courses in existing org
• Potential solution – department
  homepage
• Issues – shared resources, login
  page, etc
Recommendations
•   Keep it simple
•   General, within reason
•   Work with existing structures
•   The ultimate goal
•   Separate information from content
•   Talk to D2L – They give good advice!
•   Don’t fear change!
Recommendations

After the initial implementation of the
   system, revisit the organizational
        structure, roles, security
    permissions, or other learning
     platform configurations. It is
 important to reevaluate these needs
 on a regular basis, as configuration
      changes may be warranted.

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How Do I Fly This Thing?

  • 1. How Do I Fly This Thing? Strategic Planning for High-Level Learning Platform Performance and Organizational Structure Kyle Mackie Cory Gaber eLearning Program Client Project Manager Manager
  • 2. Quick intro – Kyle • eLearning Program Manager – Technical support team, development and maintenance of websites – Training Instructors on D2L platform – Maintaining DOME – Setting Roles and Permissions – Main contact with D2L – “legacy client” (6+ years)
  • 3. Quick intro – Cory • Client Project Manager – Client’s face of D2L, and D2L’s face of that client. – Key responsibilities: • Project Management • Scheduling and overview • Ensuring overall client satisfaction • “legacy employee” (2+ years)
  • 4. The Players • D2L Administrator • Client Project Manager • Implementation Service Consultant
  • 5. What is strategic planning? • A road map for D2L bliss • Clear end results vs. current reality • Involves both short and long term planning Note: D2L system is configurable and can adapt to almost any business model
  • 6. Life Cycle of a Client • Implementation phase (Phase I) – setup and configuration of the D2L website • Maintenance phase (Phase II) – system can be tweaked to minimize administration, maximize performance, and improve overall user satisfaction
  • 7. Org Structure • Virtual structure of your business model in D2L • Defined in the DOME tool and defined by Org Units. • Org Units, the basic building blocks – Semesters, Departments, Cohorts, Groups, Schools… – Whatever you can think of….
  • 9. My Courses widget • How Org units are displayed to users • Can display up to two different org unit levels – For eg -> Semester -> Department -> Course offering. • Course offering is always the base layer
  • 11. DOME • D2L Organization Management Environment • Manages configuration variables • Displays the hierarchal structure of the Organization • Not the big hairy monster it first seems
  • 12. DOME
  • 13. What else to consider? How much time do you have? • Hardware • Scalability • Performance • New Products • New Projects • Metrics • Org Structure
  • 14. Why worry about Org Structure? A solid, well-thought out organizational structure is fundamental because it sets the parameters for everything you need to do. It’s your home. Once established, tools can be customized, roles and permissions set, users enrolled, templates created, courses developed.
  • 15. Office of Open Learning, UofG • MBA • MA • University of Guelph DE • Equine Courses • Horticulture Certificates • University of Guelph-Humber • Diploma in Agricultural Communications • General Portal • a couple “on-hold” or “in-waiting”
  • 16. Defining the Mothership • The more you know at the outset instead of “should have told you earlier” basis • Regular meetings • Regular review • D2L admin tends to be an intersection of a lot of information • Ask a lot of questions
  • 17. Defining the Mothership • Name • Audience • URL • Departments, Other Groupings • Branding, Logos • Courses – course codes • Timing • Tools needed and what they should be called • Roles needed and what they should be called • Documentation and Shared Resources
  • 18. DE Org Structure DE departments semesters course templates course offerings groups sections
  • 20. MBA Org Structure MBA course cohorts semesters templates course offerings groups sections
  • 21. Org Structure Once that’s all set and you’re up and running, you will, chances are good, encounter courses which don’t quite fit the mold, and will either need to change the nature of how your org is set up, or create a new org.
  • 22. The Good, The Bad • New Audience • New Tools with new configurations • Shared forums, surveys etc. not applicable • New Roles with new permissions • Administration of program • Existing information, helpfiles, orientation files, etc. not applicable • Existing structures don’t jive with new courses • Different branding • “(insert name here) wants it that way”
  • 23. “uber org” vs. multiple orgs • Configurable at various levels • Management of the individual parts as part of the whole or as individual parts? • Flexibility?
  • 24. Managing Change • The key is that if the org structure is not set up properly – Confusion – Difficulty in maintenance and upgrading – Less possibility to customize to meet the needs of the course – Less than wonderful learning/teaching experience
  • 25. Managing Change – ESL/Generalportal • ESL org • Three courses, potentially more • Separate login page, separate design work, separate help forums, unique roles • Low enrollments, uncertain offerings • Considerable overhead
  • 26. Managing Change - ESL/Generalportal • One-offs and special scenarios • Departments – ESL, Grad • Separate structures, separate branding • Generic login page, helpfiles • Customization at the department and course offering level • Testing and showcase possibilities
  • 27. Managing Change - Equine • Six courses as part of a certificate • All supporting documentation, login pages, resources, at the org level • Introducing new departments, change in shared resources
  • 28. Managing Change – Justice Studies • Sub-set of courses from an existing organization • Users take courses in existing org • Potential solution – department homepage • Issues – shared resources, login page, etc
  • 29. Recommendations • Keep it simple • General, within reason • Work with existing structures • The ultimate goal • Separate information from content • Talk to D2L – They give good advice! • Don’t fear change!
  • 30. Recommendations After the initial implementation of the system, revisit the organizational structure, roles, security permissions, or other learning platform configurations. It is important to reevaluate these needs on a regular basis, as configuration changes may be warranted.