75 minute presentation at the 2009 ASAE (American Society of Association Executives) Annual Conference in Toronto. Overview of the ADDIE Model, two short stories of how the model was used in two associations, then a case study that participants will discuss at their tables.

1. Creating High-Impact Learning Events When Education is Not Your Full-Time JobTuesday, August 18, 200912:45 – 2:30 Dave Jennings, CAE, SPHR VP Education, Community Associations Institute Patricia Hayden Director of Professional Development National Association of Independent Schools Brian Birch Assistant Executive Director Snow & Ice Management Association www.asaecenter.org Connecting Great Ideas and Great People

2. Thank You

3. Agenda Overview ADDIE Model Two stories of specific examples Apply ADDIE model principles in small group case study - learn from each other Discussion and Summary

4. Tips on Being More Effective Can Come from Many areas Time management Project management Volunteer management Delegation Decision making Knowledge/skill Technology

5. Impact of Learning Events May 2005

7. ADDIE Model

8. Education Staff Effort

9. Education Staff Work Time

10. Allocation of Education Staff Work Time Evaluating Interventions 6% Leading Change 7% Selecting Interventions 7% Management 24% Other 8% Implementing Interventions 21% Analysis 9% 18% Design & Development 18%

11. Applying the ADDIE Model at NAIS Patricia M. Hayden Director, Professional Development National Association of Independent Schools

12. Meeting Patricia 15 years of experience working in associations 12 years developing educational programs Trained individuals both face-to-face and online. March, 2009, joined the National Association of Independent Schools (NAIS)

13. Turning Water into Wine Concept Converting F-2-F to Online 3-day residential program Program relatively new (‘09 – third year) Continue meeting the needs Learn target audience Deliver by June, 2009.

14. Energized First – Analyze Met with staff on my team Surveyed past attendees Learned: Gaps existed – were not filled by face-to-face program Some nervousness moving from F2F to online. Budget constraints (delivery methods)

15. Laying in a Prone Position Second – Design Developed Strategy that included: Developed program goals Descriptions and learning outcomes were identified Costs Faculty development Faculty (had to be on board) Discussed their anxiety

16. Putting on Roller Skates Third – Develop Reviewed previous content Evaluated what to keep/toss Not everything “would” make it online Draft webinar program (4-series program) Held Train-the-Trainer webinars (faculty) Worked with faculty to develop program Held practice sessions (for each) faculty member

17. Oh My Goodness! Fourth Stage – Implementation Delivering the first training Registration Numbers – were at first quite low Nervous (for me) – had to meet budget $$ Managing the Software Problems? Solutions? Attendees reaction Time consuming and tense moments

18. Awwww Fifth Stage – Evaluate Final session held 8/13 Averaged 4.8 (5.0) 100% would take another webinar – great news! 50 participated 90% took all 4 programs Convincing IT and “committee” to let us keep our learning toy “WebEx” Most importantly We MET budget!

19. Summary Developing Program on the fly: Difficult – yes Stressful – yes We instituted “humor” We make what needs to be done as enjoyable as possible Great team environment Easy – no Had to learn a new targeted audience AND develop program for them. Nervous – yes, SMEs makes it doable Management willing to “fail” if it doesn’t work Must have a plan – with contingency. Lots of “What if statements”

20. MeetingBrian Joined SIMA 5 years ago Interim Executive Director for 1 year Co-management of annual Snow & Ice Symposium Developed SIMA’s online training program Spearheaded numerous new educational programs

21. We love snow...

22. The ADAD Model for Associations ADAD—Attention Deficit Association Disorder Typified by lack of attention to detail in educational programming and planning Large swings in educational programming from year to year Painful committee meetings The ‘Bob’ Factor ‘I have a great idea’…

23. Association First Aid Cultivate a culture of engaged volunteerism Prioritize educational scope Prepare for bumps

24. Engaged Volunteers? Passionate leaders Willing to devote time Utilize the top 1% - work to make it the top 2% Will hold each other accountable Professional, fun atmosphere of challenge and rapport

26. Analyze strategic plans, board outcomes, and goals

27. Develop a list of major topics/items that are within your educational ‘scope’ for 1 year

28. Prioritize them---some are more important than others

30. Real-Life Example:SIMA Build a Bid In-house full day workshop created by staff and volunteers Non-dues revenue stream All major decisions made by volunteers Directly in line with mission, strategic plan, and most importantly the needs of members Designed around 4 Core Concepts

32. Design: Grade B-

33. Created core concepts first

34. Needed more research on building education

35. Develop: Grade C

36. Schedule created time crunch

37. Implement: Grade B

38. Strong support from staff and volunteers,

39. Some mistakes in program

40. Evaluate: Grade B+

42. Analysis Group Report During analysis, the designer identifies the learning problems, the goals and objectives, the audience’s needs, existing knowledge, and any other relevant characteristics. Also consider constraints, environment , delivery options, and timeline.

43. Design Group Report A systematic process of specifying learning objectives. Detailed storyboards and prototypes are often made, and the look and feel is determined here. NARAC staff have already conducted analysis (the A in our ADDIE model), and found: After examining member surveys and meeting with key retired acrobatic clown volunteers, the staff concluded that prioritizing members’ challenges will help. They strongly feel that focusing on the 2 or 3 most important issues will yield the most effective conference. They determined these top 3 priorities: -Finding affordable health care coverage-Managing their finances and retirement-Finding reliable friends to interact with, who understand the acrobatic clown culture and lifestyle

44. Design Stage Tips Cost Type and scope of presentations/education Format of education (online, in-person workshop, Keynote, etc.) AV Needs Measuring success/attendee satisfaction Audience

45. Development Group Report Create what you planned in the design stage. Through analysis and design of the ADDIE model, the education committee agreed on a 1 day event, held in a location accessible easily by plane and local attendees, with three sessions and a networking lunch. Members requested long breaks to allow time with colleagues. From the analysis and designstage, you decide: Keynote breakfast, “Taking What You Made and Doubling It” Second Session: “The Money Trapeze—Retiring with Your Financial Future Flying High”Workshop teaching clowns financial management -After this session, attendees will have a strong understanding of budgeting and will walk away with a spreadsheet for managing their monthly income & expenses that they can use when they get home-During the workshop, attendees will learn how to balance a checkbook

46. Development Tips Make ideas a reality (be realistic!) Finalize location, times, etc. Check your budget again

47. Implementation Group Report Onsite setup and delivery of the program to participants Registration area set up, track walk-ins Deal with unforeseen problems Event begins NARAC planned oneKeynote Breakfast speaker and a 2nd speaker before lunch, with two breaks and a networking lunch Expected 300 clowns, before walk-ins Food counts due 3 days prior Most clowns staying in cheaper hotel across the street

48. Implementation Tips Details and contingency plans are key Keep communication flowing Have one person coordinate, but don’t be afraid to delegate Manage all information in one place (database, spreadsheet)

49. Evaluation Group Report The event was a success. Lessons learned include: 2 educational sessions were delivered; one session was reviewed well, while the second session surveys had many comments about lack of professionalism in delivery of the content Many clowns had trouble finding the keynote session room The Laptop/LCD projector cable connection was difficult to set up initially, resulting in a 10 minute late start to the keynote address 350 clowns total attended the event, and generated significant revenue Networking lunch was great, but food ran low and two demanded refunds Registration packets had a few mistakes Some sponsors were upset because the bags they printed were late

50. Evaluation Tips Summary of the evaluation from the event Update on the budget developed/realized Highlight lessons learned (good/bad) Recommendation to do in the future and changes that would be made.

51. Contact Information Dave Jennings, CAE, SPHR VP Education, Community Associations Institute djennings@caionline.org 703-797-6333 Patricia Hayden Director of Professional Development, National Association of Independent Schools hayden@nais.org 202-973-9769 Brian Birch Assistant Executive Director, Snow & Ice Management Association Brian@sima.org 814) 602-4548 SEE YOU NEXT YEAR! Annual Meeting & Expo August 21 - 24, 2010 Los Angeles, CA