I am in the process of trying to organize some tools for my client engagement team (ranging from sales to designers to LMS implementation staff).
Here are the basic recurring themes that I find myself addressing with multiple clients and multiple projects. Hint to Russ: create some reference material... maybe I’ll get this into a wiki so others on my team can edit/post as well.
What will our solution look like?
In Brief: Multiple opportunities to blend design and delivery.
(sample webinar with follow-up survey)
(sample ILT, with brief in-class modules as knowledge checks)
(sample WBT, with sample activity on and off-line)
What tools will we use?
In Brief: In general we are “tool-neutral” and advocate the use of tools that are widely available / supported, and that meet the needs of the client and their project.
In Detail: (roster of tools, with their application)
How do we analyze (or “scope”) a project?
In Brief: We identify 4 levels of complexity:
Complexity of the current solution and required analysis (analysis)
Complexity of the subject matter and desired approach (design)
Complexity of the delivery - interaction and simulation (development)
Complexity of the project risk and desired impact or ROI (evaluation)
How do we design curricula?
In Brief: Assumed ability (enter state) + Knowledge (core comprehension) + Skilll (core performance) = to equal an ultimate level of measured Proficiency
How do we create a solution?
In Brief: ADDIE (some folks are talking about “successive approximation” which in my opinion is old meat in a new wrapper…)
What will we do for analysis?
In Brief: Review our “Dirty Dozen”, plus any variables to be determined based on Sales Discovery and stated Complexity; compiled into SDD
In Detail: (Sample SDD elements); Group / SME Interview
What are the milestones of any typical project?
Analysis, leading to SDD
Design, with confirmation
Development, with confirmation
Implementation, pilot tests
Evaluation, review of project
In Detail: TMI… read the book!
What is a Solution Design Document?
In Brief: A high-level overview of the project created by the ID or LPC. It confirms or alters assumptions made in the initial Scope of Work
In Detail: (Sample SDD)