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Five Critical Success Factors to Convert ILT into Effective e-Learning
                          PADLA 2009 Conference – Susan Boyd


                Critical Success Factors to                                        Susan Boyd
                         Convert ILT
                                                                                    Position: President, Susan Boyd Associates,
                 into Effective e-Learning                                          a computer training consulting company
                                                                                    Industry Background: Over 30 years experience in designing and
          Susan Boyd                                                                delivering training programs for computer applications.
                                                                                    Online Learning Expertise: 8 years experience using online training
          Susan Boyd Associates
                                                                                    programs to supplement instructor-led training. Judge for the Brandon Hall
          www.susan-boyd.com                                                        e-Learning Awards since 2002.
          susan@susan-boyd.com                                                      Contact info: www.susan-boyd.com
          215-886-2669                                                              Email: susan@susan-boyd.com,
                                                                                    Phone: 215-886-2669

                                                                         Slide 1                                                                          Slide 2




      5 Critical Success Factors:                                                  Critical Success Factor 1:

                                  #3: Re-
                                 Design
                                   the
                                 content
                                                                                                  1. Know the
                 #1: Know           #5:           #2: Do a                                          Driving
                the Driving    Evaluate &          Needs                                             Forces
                  Forces        Enhance           Analysis

                                   #4:
                              Empower
                                the
                              Learners                                   Slide 3                                                                          Slide 4




       Notebook Web Easel Pad (light
                                                                                    Driving Forces
       background)
        Team Activity             Team Recorder:
       1. Form a team with 3-5 people near you.
                                                             Has been in             Cost (online may cost more to develop, but is
       2. Find out who is the Team Recorder.
                                                             training the
                                                             shortest amount
                                                                                     cheaper to deploy)
       3. Brainstorm and list reasons why
       companies are converting classroom
                                                             of time                 Time to deploy and maintain is faster
       training to online learning.                          Time – 2 minutes
                                                                                     Global Economy – need to reach wider
                                                             Prize- Team with
                                                             the most items
                                                                                     audience across time zones
                                                             wins!                   Training time has been reduced
                                                                                     24/7 Availability – need to reach all
                                                                                     Learners have become more tech savvy
                                                                                     Internet has become a basic work tool
                                                                         Slide 5                                                                          Slide 6




Susan Boyd, Susan Boyd Associates, www.susan-boyd.com
                                                                                                                                                               Page 1
Five Critical Success Factors to Convert ILT into Effective e-Learning
                           PADLA 2009 Conference – Susan Boyd


       Driving Forces (continued)                                          Critical Success Factor 2:
        Lack of classroom space/availability
        Less trainers
        Travel time, costs and inconvenience                                                                      2. Do a
        have increased for trainers and learners                                                                  Needs
        Convenience of learning at the desktop                                                                   Analysis
        Online learning tools have improved

       Know what are the driving
        forces for your projects                                Slide 7                                                         Slide 8




       Notebook Web Easel Pad (light                                        Needs Analysis:
       background)
        Idea Sharing                                                        Key Questions to Ask
                                                        Prizes –            1. What is business reason to move this course from ILT
        Talk it over in your team. Do you do a needs
        analysis before converting an instructor- led
                                                        to the first           to online?
        course to elearning?                            3 people            2. What advantages will we have in an online course and
        Discuss the reasons when a needs analysis       who stand              how can we use these as course strengths?
        should be done.
                                                        up and              3. What disadvantages will we have for an online course
                                                                               and how can we overcome them?
                                                        share their
                                                                            4. What are the key learning points for the course and
                                                        ideas                  how can we assure the learners have gotten them?
                                                                            5. How can we best “engage” the learners for online
                                                                               training?

                                                                Slide 9                                                         Slide 10




       Needs Analysis:                                                      Needs Analysis:
       Key Questions to Ask (cont’d)                                        Key Questions to Ask (cont’d)
       6. What sample documents, drawings, photos, videos,                  11. What do we know about the learners (skill set, jobs,
           etc, can be used to make the course more “real-                      attitudes, experience with online learning,
           world?”                                                              hardware/software, etc.) ?
       7. What are the “problem spots” when you teach/take                  12. How will we know/measure the success of the online
           this course and how can we plan to avoid them in the                 course?
           online course?
                                                                            13. What effect will this course have on the job?
       8. How can the content be “chunked” into smaller
           courses or lessons to fit an online module format?               14. What additional resources would be helpful to the
                                                                                learner?
       9. Can parts of the course be converted into job aids,
           FAQs, quick reference cards, etc.?                               15. What additional training would be helpful to the
                                                                                learner?
       10. Will blended learning be used (combination of ILT,
           online, webinar)?
                                                                Slide 11                                                        Slide 12




Susan Boyd, Susan Boyd Associates, www.susan-boyd.com
                                                                                                                                      Page 2
Five Critical Success Factors to Convert ILT into Effective e-Learning
                          PADLA 2009 Conference – Susan Boyd


       Working with SMEs –                                                    Working with SMEs –
       Tactics                                                                Tactics
                                                                               Recognize they may not be experts in
         Do your homework –                                                    training.
             review the course materials
                                                                               Collaborate to create the course.
             attend the class if possible
                                                                               Empathize with their concerns on moving
             review the evaluations
                                                                               the course on line.
             Identify impact of learning to the job
                                                                               Get input for instructor notes.
         Respect their time. Keep meetings focused
         and on target. Be clear in assignments and                            Be open to new possibilities for the learning.
         due dates.                                                            Solicit learners to be part of the SME project
         Respect their knowledge.                                              team.
                                                                   Slide 13                                                                 Slide 14




      Critical Success Factor 3:                                              Re-Design the Content
                                                                               Avoid “shovelware”
                                                                                 • Shoveling content online without doing a
                          Re-Design                                                needs analysis to re-design, re-package,
                               the                                                 re-purpose and re-invent.
                             Content                                           Get agreement on course outline(s)
                                                                                 • Break into separate courses and within
                                                                                   a course – separate modules
                                                                                 • Know what you are leaving out and how
                                                                                   this can be covered alternate ways.
                                                                   Slide 15                                                                 Slide 16




      Create Blended Learning                                                 Create Blended Learning
                                                                              (cont’d)
        What’s the right mix or                                                What’s the right mix or
        layering needed:                                                       layering needed:                       TOPIC: Ethics
                                       TOPIC: New Procedure
        •Classroom training                                                    •Classroom training
                                                                                                             Classroom     Virtual      Online
                                      Classroom    Virtual     Online
        •Virtual classroom                                                     •Virtual classroom
        (webinar)                 1                          Read SOP
                                                                               (webinar)                 1 Class on
                                                                                                           Ethics
        •Online (self-study)                                                   •Online (self-study)
                                                                                                         2                Business
                                  2 Go to SOP
                                                                                                                          Scenarios
        Can use any one type or       class                                    Can use any one type or
        a combination:            3               Q&A        Read FAQ
                                                                               a combination:            3                            Test
                                                  Session    online                                                                   FAQ
                                                                                                                                      Checklist

                                                                   Slide 17                                                                 Slide 18




Susan Boyd, Susan Boyd Associates, www.susan-boyd.com
                                                                                                                                                  Page 3
Five Critical Success Factors to Convert ILT into Effective e-Learning
                            PADLA 2009 Conference – Susan Boyd

       Create Blended Learning
       (cont’d)                                                                                  Wise Indian Proverb:
         What’s the right mix or
         layering needed:
          •Classroom training
                                                      TOPIC: Management Training
                                                                                                    “Interactivity is in the
          •Virtual classroom                         Classroom     Virtual       Online                 mind, not in the
          (webinar)
                                                 1                             Assigned                    mouse!”
          •Online (self-study)                                                 readings,
                                                                               courses
                                                 2                mini-
         Can use any one type or                                 topics (30-                                                           www.thiagi.com
         a combination:                                          60 mins)
                                                 3 1 Day class



                                                                                     Slide 19                                                              Slide 20




       Create Engaging Content                                                                  Design Tips for Online Learning

          Avoid “Tell, Tell, Test” Approach
                                                                                                               Motivate the Learners
            • Page turning with quiz is not interactive
            • Move from “content centrix” to “learner
              centrix” design                                                                           Give Learner Control of the Learning
            • Link for course samples from Allen
              Interactive (Click Case Studies and Demos
                 Tab- then select Demos
                  • http://www.alleni.com                                                                    Give Meaningful Instruction
             • Rapid e-Learning Blog – (Articulate)
               http://www.articulate.com/rapid-elearning/                                         Source: Michael Allen’s Guide to e-Learning-

                                                                                     Slide 21               http://www.alleni.com




       Design is the Key - Not Software                                                                                PowerPoint sample from David Anderson’s
                                                                                                                       course at the DemoFest, DevLearn
                                                                                                                       conference next week




       There is no magical “authoring tool”
       that takes dry text content and turn it
       into dazzling, interactive online
       instruction.

       You can’t put a Volkswagen into one
       end of a car wash and expect it to
       come out the other end a Lexus!
       Good elearning is about thoughtful
       design, not software.
                                                                                     Slide 23                                                              Slide 24




Susan Boyd, Susan Boyd Associates, www.susan-boyd.com
                                                                                                                                                                 Page 4
Five Critical Success Factors to Convert ILT into Effective e-Learning
                             PADLA 2009 Conference – Susan Boyd


       Critical Success Factor 4:                                                           Notebook Web Easel Pad (light
       Empower the Learners                                                                 background)
                                                                                             Idea Sharing
                                                                                                                                 Prizes –
                                                                                            How do you prepare                   to the first
                                                                                            Learners when                        3 people
                                                                                            implementing e-Learning?             who stand
                                                                                                                                 up and
                                                                                                                                 share their
                                       Empower the                                                                               ideas
                                        Learners


                                                                                Slide 25                                                 Slide 26




      Critical Success Factor 4:
                                                                                            Critical Success Factor 5:
      Empower the Learners
                                       Teach them to
                                        Learn Online

                                 Provide Job Aids,
                                   FAQs, Links
                                                                                                                  Evaluate &
                               Support the Learners                                                                Enhance

                              Prepare the Learners


                      Involve Learners in Project Team
                                                                                Slide 27                                                 Slide 28




      Evaluate Learning
                                                                                           Poll: Evaluation Levels
                                                             • Follow-up with
                                                               Learners &
                                                               Managers                     Stand up and remain standing if you do
                                           Level 3-          • Observations                 evaluation of e-learning courses at:
                                           Did they
                                           Apply it?
                                                             • Reports
                                                                                                 Level 1
      • Course                                                       • Course Tests
                                                                                                 Level 2
                           Level 1-                    Level 2-
        evaluations
      • Informal
                           Did they                    Did they                                  Level 3
                            Like it                    Learn it?
        feedback
                                                                                                 Level 4
                      • ROI                Level 4-
                      • Productivity
                                            Did it
                                           Matter?
                      • Safety
                                                                                Slide 29                                                 Slide 30




Susan Boyd, Susan Boyd Associates, www.susan-boyd.com
                                                                                                                                              Page 5
Five Critical Success Factors to Convert ILT into Effective e-Learning
                          PADLA 2009 Conference – Susan Boyd


      Enhance the Course                                                Identify Future Training Needs

        1. Summarize
        feedback from Level 1
                                       3. Inform managers and                              Research
                                       learners of course plans
        thru 4 evaluations
                                                                             Managers                       Learners
                                                                            Hot Buttons?
                                                                                                          Additional
                         Enhance the Course                                 Priority and                  Training Needs?
                                                                            Value?
                                                                                                          Where are the
                                                                            Resources?                    Gaps?
                                                   5. Pilot major
         4. Schedule                               changes                  Sponsors?                     Make it better
         the changes        2. Prioritize Course                                           Evaluate and
                            Changes                                                         Implement




        How Can You Apply This Learning?                                 Closing Thought:

        Review your Bright Idea Sheet
        Share an idea with a person next to you.
                                                                        “Teachers are those who use themselves as
        Prizes to the first 3 people who stand up to
                                                                         bridges, over which they invite their
        share an idea.                                                   learners to cross; then having facilitated
                                                                         this crossing, joyfully collapse,
                                                                         encouraging the learners to create bridges
                                                                         of their own.”           Nikos Kazantzakis

                                                             Slide 33                                                      Slide 34




        Summary                                                          Contact Info
         Check out the PADLA Follow-up Resources I
         posted on my website for you – click the PADLA                 Susan Boyd
         session title -                                                Susan Boyd Associates
          o http://www.susan-boyd.com/PADLA2009.pdf
                                                                        Susan@susan-boyd.com
         Check out my Trainer Checklists:
                                                                        www.susan-boyd.com
          o www.susan-boyd.com - Click Trainer Checklist                215-886-2669
         Thank You for participating

                                                             Slide 35                                                      Slide 36




Susan Boyd, Susan Boyd Associates, www.susan-boyd.com
                                                                                                                                Page 6

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Critical Success factors to Converting ILT into Effective e-Learning

  • 1. Five Critical Success Factors to Convert ILT into Effective e-Learning PADLA 2009 Conference – Susan Boyd Critical Success Factors to Susan Boyd Convert ILT Position: President, Susan Boyd Associates, into Effective e-Learning a computer training consulting company Industry Background: Over 30 years experience in designing and Susan Boyd delivering training programs for computer applications. Online Learning Expertise: 8 years experience using online training Susan Boyd Associates programs to supplement instructor-led training. Judge for the Brandon Hall www.susan-boyd.com e-Learning Awards since 2002. susan@susan-boyd.com Contact info: www.susan-boyd.com 215-886-2669 Email: susan@susan-boyd.com, Phone: 215-886-2669 Slide 1 Slide 2 5 Critical Success Factors: Critical Success Factor 1: #3: Re- Design the content 1. Know the #1: Know #5: #2: Do a Driving the Driving Evaluate & Needs Forces Forces Enhance Analysis #4: Empower the Learners Slide 3 Slide 4 Notebook Web Easel Pad (light Driving Forces background) Team Activity Team Recorder: 1. Form a team with 3-5 people near you. Has been in Cost (online may cost more to develop, but is 2. Find out who is the Team Recorder. training the shortest amount cheaper to deploy) 3. Brainstorm and list reasons why companies are converting classroom of time Time to deploy and maintain is faster training to online learning. Time – 2 minutes Global Economy – need to reach wider Prize- Team with the most items audience across time zones wins! Training time has been reduced 24/7 Availability – need to reach all Learners have become more tech savvy Internet has become a basic work tool Slide 5 Slide 6 Susan Boyd, Susan Boyd Associates, www.susan-boyd.com Page 1
  • 2. Five Critical Success Factors to Convert ILT into Effective e-Learning PADLA 2009 Conference – Susan Boyd Driving Forces (continued) Critical Success Factor 2: Lack of classroom space/availability Less trainers Travel time, costs and inconvenience 2. Do a have increased for trainers and learners Needs Convenience of learning at the desktop Analysis Online learning tools have improved Know what are the driving forces for your projects Slide 7 Slide 8 Notebook Web Easel Pad (light Needs Analysis: background) Idea Sharing Key Questions to Ask Prizes – 1. What is business reason to move this course from ILT Talk it over in your team. Do you do a needs analysis before converting an instructor- led to the first to online? course to elearning? 3 people 2. What advantages will we have in an online course and Discuss the reasons when a needs analysis who stand how can we use these as course strengths? should be done. up and 3. What disadvantages will we have for an online course and how can we overcome them? share their 4. What are the key learning points for the course and ideas how can we assure the learners have gotten them? 5. How can we best “engage” the learners for online training? Slide 9 Slide 10 Needs Analysis: Needs Analysis: Key Questions to Ask (cont’d) Key Questions to Ask (cont’d) 6. What sample documents, drawings, photos, videos, 11. What do we know about the learners (skill set, jobs, etc, can be used to make the course more “real- attitudes, experience with online learning, world?” hardware/software, etc.) ? 7. What are the “problem spots” when you teach/take 12. How will we know/measure the success of the online this course and how can we plan to avoid them in the course? online course? 13. What effect will this course have on the job? 8. How can the content be “chunked” into smaller courses or lessons to fit an online module format? 14. What additional resources would be helpful to the learner? 9. Can parts of the course be converted into job aids, FAQs, quick reference cards, etc.? 15. What additional training would be helpful to the learner? 10. Will blended learning be used (combination of ILT, online, webinar)? Slide 11 Slide 12 Susan Boyd, Susan Boyd Associates, www.susan-boyd.com Page 2
  • 3. Five Critical Success Factors to Convert ILT into Effective e-Learning PADLA 2009 Conference – Susan Boyd Working with SMEs – Working with SMEs – Tactics Tactics Recognize they may not be experts in Do your homework – training. review the course materials Collaborate to create the course. attend the class if possible Empathize with their concerns on moving review the evaluations the course on line. Identify impact of learning to the job Get input for instructor notes. Respect their time. Keep meetings focused and on target. Be clear in assignments and Be open to new possibilities for the learning. due dates. Solicit learners to be part of the SME project Respect their knowledge. team. Slide 13 Slide 14 Critical Success Factor 3: Re-Design the Content Avoid “shovelware” • Shoveling content online without doing a Re-Design needs analysis to re-design, re-package, the re-purpose and re-invent. Content Get agreement on course outline(s) • Break into separate courses and within a course – separate modules • Know what you are leaving out and how this can be covered alternate ways. Slide 15 Slide 16 Create Blended Learning Create Blended Learning (cont’d) What’s the right mix or What’s the right mix or layering needed: layering needed: TOPIC: Ethics TOPIC: New Procedure •Classroom training •Classroom training Classroom Virtual Online Classroom Virtual Online •Virtual classroom •Virtual classroom (webinar) 1 Read SOP (webinar) 1 Class on Ethics •Online (self-study) •Online (self-study) 2 Business 2 Go to SOP Scenarios Can use any one type or class Can use any one type or a combination: 3 Q&A Read FAQ a combination: 3 Test Session online FAQ Checklist Slide 17 Slide 18 Susan Boyd, Susan Boyd Associates, www.susan-boyd.com Page 3
  • 4. Five Critical Success Factors to Convert ILT into Effective e-Learning PADLA 2009 Conference – Susan Boyd Create Blended Learning (cont’d) Wise Indian Proverb: What’s the right mix or layering needed: •Classroom training TOPIC: Management Training “Interactivity is in the •Virtual classroom Classroom Virtual Online mind, not in the (webinar) 1 Assigned mouse!” •Online (self-study) readings, courses 2 mini- Can use any one type or topics (30- www.thiagi.com a combination: 60 mins) 3 1 Day class Slide 19 Slide 20 Create Engaging Content Design Tips for Online Learning Avoid “Tell, Tell, Test” Approach Motivate the Learners • Page turning with quiz is not interactive • Move from “content centrix” to “learner centrix” design Give Learner Control of the Learning • Link for course samples from Allen Interactive (Click Case Studies and Demos Tab- then select Demos • http://www.alleni.com Give Meaningful Instruction • Rapid e-Learning Blog – (Articulate) http://www.articulate.com/rapid-elearning/ Source: Michael Allen’s Guide to e-Learning- Slide 21 http://www.alleni.com Design is the Key - Not Software PowerPoint sample from David Anderson’s course at the DemoFest, DevLearn conference next week There is no magical “authoring tool” that takes dry text content and turn it into dazzling, interactive online instruction. You can’t put a Volkswagen into one end of a car wash and expect it to come out the other end a Lexus! Good elearning is about thoughtful design, not software. Slide 23 Slide 24 Susan Boyd, Susan Boyd Associates, www.susan-boyd.com Page 4
  • 5. Five Critical Success Factors to Convert ILT into Effective e-Learning PADLA 2009 Conference – Susan Boyd Critical Success Factor 4: Notebook Web Easel Pad (light Empower the Learners background) Idea Sharing Prizes – How do you prepare to the first Learners when 3 people implementing e-Learning? who stand up and share their Empower the ideas Learners Slide 25 Slide 26 Critical Success Factor 4: Critical Success Factor 5: Empower the Learners Teach them to Learn Online Provide Job Aids, FAQs, Links Evaluate & Support the Learners Enhance Prepare the Learners Involve Learners in Project Team Slide 27 Slide 28 Evaluate Learning Poll: Evaluation Levels • Follow-up with Learners & Managers Stand up and remain standing if you do Level 3- • Observations evaluation of e-learning courses at: Did they Apply it? • Reports Level 1 • Course • Course Tests Level 2 Level 1- Level 2- evaluations • Informal Did they Did they Level 3 Like it Learn it? feedback Level 4 • ROI Level 4- • Productivity Did it Matter? • Safety Slide 29 Slide 30 Susan Boyd, Susan Boyd Associates, www.susan-boyd.com Page 5
  • 6. Five Critical Success Factors to Convert ILT into Effective e-Learning PADLA 2009 Conference – Susan Boyd Enhance the Course Identify Future Training Needs 1. Summarize feedback from Level 1 3. Inform managers and Research learners of course plans thru 4 evaluations Managers Learners Hot Buttons? Additional Enhance the Course Priority and Training Needs? Value? Where are the Resources? Gaps? 5. Pilot major 4. Schedule changes Sponsors? Make it better the changes 2. Prioritize Course Evaluate and Changes Implement How Can You Apply This Learning? Closing Thought: Review your Bright Idea Sheet Share an idea with a person next to you. “Teachers are those who use themselves as Prizes to the first 3 people who stand up to bridges, over which they invite their share an idea. learners to cross; then having facilitated this crossing, joyfully collapse, encouraging the learners to create bridges of their own.” Nikos Kazantzakis Slide 33 Slide 34 Summary Contact Info Check out the PADLA Follow-up Resources I posted on my website for you – click the PADLA Susan Boyd session title - Susan Boyd Associates o http://www.susan-boyd.com/PADLA2009.pdf Susan@susan-boyd.com Check out my Trainer Checklists: www.susan-boyd.com o www.susan-boyd.com - Click Trainer Checklist 215-886-2669 Thank You for participating Slide 35 Slide 36 Susan Boyd, Susan Boyd Associates, www.susan-boyd.com Page 6