How To Make the Business Case for E-Learning Software
Being a part of the sales team here at Articulate, I’m on the front lines answering customer questions (and yes, indeed, we get them all). In a single day, we might hear, “What is e-learning exactly?” “What is the cost of a license?” and everything in between. The most frustrating comment we encounter, however, is “Now I just need to convince my boss to pay for it.” You know how great our software is, but what’s the best strategy to convince the “higher-ups” to go for it? Here are some helpful hints. Share a Demo The first rule of sales is “show . . . don’t tell.” We are happy to offer a free, fully functional 30-day trial of Articulate 360 so you can experience how easy it is to use, and so your boss can see how much this robust software platform can do. To someone not fully versed in e-learning, words like triggers, variables, blocks, microlearning, and highly immersive courses don’t mean a lot. Those people need to see the difference. Identify the Cost Benefit Another piece of advice is to make it make sense—and cents! How much time would Articulate 360 save you compared to all of the tools and resources you currently use? And if you decide to include our AI Assistant in your subscription, your time saved will go up even more! This can be a powerful message, especially if your workload is at capacity. You should also find ways to show how much money e-learning saves your organization. Many people find they can quickly and easily justify the expense when they consider how much this small outlay will save them in the long run. Demonstrate the Ease of Use Articulate differentiates itself by providing outstanding customer support, free training webinars, tutorials, and a helpful, friendly user community. This is key for your manager to know, because you can get up and running quickly with minimal downtime—without lengthy expensive training—and if there’s a problem or something you can’t figure out, our fabulous support team and community are here to help. Fulfill Future Needs Software that meets a current need is good, but software that also has future benefits for your organization is even better. So, think about your organization’s current needs, and how they will evolve. Then, have a good explanation ready for how Articulate 360 will help your organization fill an anticipated need. For example, perhaps mobile access isn’t a huge deal to your company now but might become so in the future. With Articulate 360, you’ll have a ton of robust features to call on as your needs change, and we’re constantly adding and improving those features with monthly software updates that are included in your subscription. Wrap-Up Convincing upper management isn’t always easy, but if you prepare for the meeting and present your case logically, you might find it is easier than you think! Here are some additional resources to help get you started: Get Up to Speed on Articulate 360: What’s Included? Making the Business Case for E-Learning Build Compelling Courses Up to 9x Faster with Articulate’s AI Assistant AI Assistant Released: Pricing Details and Resources Available Don’t forget that you can start a free 30-day trial. And subscribe to our newsletter to get the latest product updates, e-learning examples, and expert advice sent directly to your inbox. If you have questions, please share them in the comments.What Makes a Training Team? 11 Common Job Titles in E-Learning
The training and e-learning industry has never been a more exciting field to work in than it is today. First, technology—and let’s face it, e-learning is technology!—is a booming, growing industry that is ever-evolving, providing job variety as well as the opportunity to constantly learn new skills. Before the age of the Internet, training was mostly face-to-face and classroom based. But now, with globalization and increased access to the Internet, training departments are hotbeds of technology, adopting trends like gamification and interactive video. For these reasons and more, it’s easy to get excited about a career in training and e-learning design. Let’s look at some of the common job titles in today’s training and e-learning industries. Keep in mind, there are always nuances at each organization about job titles and the job functions they actually represent. The definitions below are simply a general idea of what each job title could entail. Trainer AKA: Facilitator, Instructor, Teacher What do trainers do? Simply put, they deliver instructor-led training—in either a physical or virtual classroom. Trainers deliver instructional content (designed by instructional designers), administer activities, and provide feedback to learners. To be a trainer, you need to be comfortable speaking in front of groups. Effective trainers are usually confident, dynamic, and engaging. You should also have strong communication skills and a knack for sharing information with learners in a concise and efficient way. If you have any doubts, there’s a whole industry dedicated to, well, training trainers on how to train! Two other key skills are time management and adaptability, which means being able to adjust your material or delivery on the fly to meet a group’s learning needs. And if you’re a virtual trainer, it’s important to have technology skills, like experience with web-conferencing or virtual classroom apps. Instructional Designer (ID) AKA: Training Designer, Instructional Systems Designer, Curriculum Designer Instructional designers (IDs) design training experiences. Whether the requirement is an instructor-led classroom training session, a one-hour e-learning module, or a single-page job aid, the ID needs to have the skill set to transform raw source content (often a Word document or a PowerPoint) into a meaningful and effective training solution. The output of an ID’s work varies depending on the type of training experience they are creating. If they’re designing an e-learning course, the output will likely be a storyboard, which is often passed along to a developer to create the content. On the other hand, if the ID is designing a classroom-based training activity or a simple job aid, they might develop those training materials themselves and then pass them on directly to the trainer for delivery. What skill set do you need to be a successful ID? You should be familiar with adult learning principles, learning theories, and instructional methodologies and models, such as ADDIE, SAM, and Kirkpatrick’s Levels of Evaluation. Since there’s a lot of writing involved in creating training materials, you should also strive to be a clear and effective writer. You also need to be analytical, logical, organized, and creative to design courses that present the key messages in a way that makes sense and engages the learners. E-Learning Developer AKA: Multimedia Developer, E-Learning Designer, Course Developer The e-learning developer takes the instructionally designed content (typically a storyboard or Word document) created by the instructional designer and develops them into a functional online course using e-learning authoring software. Depending on the level of detail the ID includes in their storyboard, the developer may or may not need to make some visual design and content layout decisions. They might also be the point person to replace any placeholder content (such as images or videos) and provide the final content. The e-learning developer’s skill set, ideally, would include strong experience using e-learning authoring software, a certain level of graphic and visual design abilities, an ability to manage timelines and due dates, and a level of comfort working with audio and video. Subject Matter Expert (SME) The Subject Matter Expert (SME) is someone who’s an expert in their field. SMEs aren’t usually specifically hired for the purpose of developing e-learning courses (though that does happen in certain cases). The SME is usually the person in an organization who has the most knowledge or skill in a specific topic and is simply helping out with the course creation process. The SME could be an HR staff member, an engineer, a researcher, a product manager, a sales manager, a finance person, etc. SMEs have the content, experience, and insights that are essential to creating great e-learning courses. They provide the course content to the instructional designer, who picks out the key messages and decides how to present them to learners in an effective way. Then the SME reviews the course to ensure the content is still accurate. In addition to being an expert on the subject, ideally the SME is someone who’s got a basic understanding of what makes training effective and how the course creation process works. If that’s not the case, it’s a good idea for the instructional designer to give them a quick overview, so they know what to expect. Here’s a course that was designed for this exact purpose. It’s also important for SMEs to be detail-oriented, since the accuracy of the content depends on them reviewing the course carefully, every step of the way. Finally, a good SME also has great communication skills, allowing them to provide clear feedback, so the instructional designer can then adapt the course accordingly. Here are some tips for first-time Subject Matter Experts. Content Editor AKA: Proofreader Some larger e-learning course creation companies hire content editors to review their courses. Their job is to ensure that everything is explained clearly, terms are used consistently, and the text is free of typos, grammatical mistakes, and spelling errors. When the project team is smaller or if courses are created internally, the content editor role is often done more informally by, say, a willing coworker. No matter who proofreads your course, it’s important that they have excellent writing skills and are detail-oriented. If you don’t have access to a professional content editor, here’s an article that outlines some things to ask your coworker to watch out for as they review your course: Top Writing Tips for E-Learning. Quality Assurance (QA) Tester AKA: Usability Tester Some training companies hire QA testers to review their courses from a technical standpoint and ensure everything works properly before they roll them out to learners. In smaller companies, this step is often something the instructional designer or e-learning developer hands off to a friendly coworker. QA testers spend time going through the courses and exploring any and all possible paths a learner might take, to ensure the learner doesn’t run into any issues. In addition to having patience, QA testers need to be extremely observant and meticulous—taking note of anything that works in a way they wouldn’t expect. Here’s a list of things to look out for. Graphic Designer AKA: Illustrator Not every company has the budget to have a dedicated graphic designer, but having one can really add value. Graphic designers can design custom slide layouts, icons, illustrations, and more that will make your courses look even more professional. For those of you working on teams without a graphic designer, don’t worry! If you’re an Articulate 360 subscriber, you’ve got access to tons of great templates, icons, illustrations, and photos for no additional cost in Content Library 360. Graphic designers working on e-learning project teams require a skill set similar to those working in other environments: a great eye for design, creativity, and a familiarity with apps like Photoshop and Illustrator. It’s also helpful if graphic designers are organized and used to working in teams. That way they’ll be used to clearly labeling the assets they create so other people can easily find and edit them as needed. E-Learning Project Manager AKA: Training Project Manager Much like project managers in any field, an e-learning project manager is responsible for organizing and coordinating the creation of e-learning courses. Typically, this kind of role exists in larger e-learning content creation companies. In smaller organizations, the person managing the course creation might also be the instructional designer and/or the e-learning developer. In this case, they’d need to have the required skills for all three of those roles. The project manager is the main contact for external clients. As such, they serve as a liaison between the client and the project team members (instructional designers, e-learning developers, etc.), making sure everyone stays on the same page. The project manager also manages the course creation schedule, ensuring that things move forward as expected and stay on track to meet the deadlines. To be successful in this role, you need to know how to manage a team, a project schedule, and work with clients effectively. You need to have excellent relationship-building skills and be able to communicate clearly. And since you’ll need to anticipate any potential pitfalls that could pop up throughout the project, it’s helpful to have basic instructional design skills, a general understanding of what’s possible in the authoring tools you’re using, and a working knowledge of the way LMSs work. Training Manager AKA: Training Coordinator, Manager of Training and Development The training manager designs, develops, and executes an organization’s training strategy (which is usually outlined by the director of training). They typically work with internal stakeholders and teams to develop training programs—including in-person and online training—that align with the organization’s business goals. The training manager often takes care of scheduling instructor-led training sessions, booking training venues, communicating with participants about class logistics, ordering classroom materials, and more. They also identify training and developmental needs by analyzing job requirements, operational opportunities, and current training programs. After completing this research, they analyze the data and use a metrics-driven approach to develop training solutions and learning initiatives. Often, they will oversee other members of the training team, including the IDs, developers, and trainers. A training manager’s skill set should include the ability to manage a team, timelines, and projects. They should be well-versed in instructional design methodologies, performance management, needs analyses, and adult learning techniques to develop appropriate training programs as required. Director of Training AKA: Director of Learning, Chief Learning Officer, Director of Talent Development The director of training is a step above the manager of training. Directors are at the top of the chain; they provide the vision and direction for the training department and then oversee the managers as they execute the training strategy. Directors must think about the future of an organization, its assets, and its reputation with every decision they make. A director’s skill set should include leadership skills, broad knowledge of the industry at hand, a deep understanding of instructional design and learning methodologies, performance analysis skills, experience creating learning and development programs, and strong communication skills. LMS Administrator AKA: Training Systems Administrator, Training Implementation Specialist An LMS administrator uploads and tests the e-learning courses created by the e-learning developer in a company’s learning management system (LMS). This specialist also manages all tasks related to the LMS, including communicating with the software vendor, troubleshooting and fixing user issues, compiling reports and data, and communicating about performance metrics. What skills should an LMS admin possess? They should be a subject matter expert (SME) on the LMS platform an organization uses, possess strong technical capabilities, and hopefully have some experience in IT systems management. An LMS admin should also have in-depth knowledge of industry-standard publishing formats such as SCORM, xAPI (Tin Can API), cmi5, and AICC—and it doesn’t hurt to have experience uploading courses created with the authoring software being used by the organization. More Resources These are some of the most common job titles in the training and e-learning industry. Of course, plenty of jobs out there include a blend of the various roles. For instance, we see a lot of IDs who are also e-learning developers or trainers, and some training managers who act as directors, setting the training strategy. It really varies from one organization to another. Looking for some more insight into the day-to-day activities of e-learning pros? Check out these eye-opening articles: A Day in the Life of an Instructional Designer A Day in the Life of an E-Learning Freelancer A Day in the Life of an E-Learning Project Manager Is your job title listed here? Does the description above accurately reflect what you do and the skills you believe are required to do it? Leave us a comment below and let us know! Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.5 Ways You Can Advocate for Your Value to the Business as a Course Creator
In an ideal world, leadership would always have a clear view of the impact of your e-learning projects and your unique value to the organization. But that view can be much foggier in real life than we’d like it to be. When our company or leadership doesn’t get what course creators like us do or how it benefits them, we can end up on shaky ground. That lack of understanding makes it hard for us to push back against training cuts. It makes it tricky to get budget increases for tech investments or team expansion. And it can even lead to the mistaken belief that we can easily be replaced by new technology or people without e-learning expertise. Thankfully, many of these issues stem from an easy-to-address source—a lack of awareness. Tipping the balance back in your favor is often as easy as advocating for your work and yourself. Not sure how to do that? Here are a few good places to start. 1. Find your champions It’s possible to do this self-advocacy work on your own. But you’ll probably reach more ears and shift perceptions faster if other people are talking up your work too. Think of it like how you might decide where to eat when traveling to a new city. Intriguing social media posts from a restaurant might get your attention. But chances are a trusted friend telling you about their favorite dining spot in town is more likely to influence your decision. Who might step up to champion your work or team? Consider tapping into people like: Subject matter experts (SMEs) that you have a strong working relationship with. Learners who’ve given your e-learning glowing reviews. Stakeholders who’ve seen the impact your past projects made on the business. Trusted coworkers who know how great your work is—and why it should matter to others. If you’re feeling awkward about asking people to praise your work, just keep your requests small at first. For instance, if an SME emails you a compliment about how easy you’ve been to work with, ask them to forward it to your manager as well. 2. Be loud and proud about your successes We sometimes get siloed off in learning and development. As a result, other teams may have no idea what we’re working on and why it’s so important to the company. If you’re feeling a bit invisible, a good solution is to put on your marketing hat and pursue opportunities to share what you’re doing. This is a great time to tap into your manager and champions to help you find ways to share your work. Large-scale efforts—like presenting at a department meeting, sharing an eye-catching infographic about the impact of a course, or making a year-in-review video highlighting your team’s biggest wins—can all help. But even smaller actions—like asking someone who gave a glowing review of your course to tell their team why they should take it too—can get the word out there. While you’re doing this promo work, don’t just focus on the final project. Also talk up the unique skills and ideas you and your team contributed to make it succeed. That way people don’t just get excited about the finished content—they’ll also get excited about what you and your team bring to the table. 3. Share how what you do connects to broader business goals The people we work with may have a vague sense that e-learning benefits the company in some way. But they may not know precisely how. Or sometimes they understand the surface benefits of our e-learning—like how compliance training checks off a legal requirement—but may not see the deeper, more meaningful impacts it makes in the long run. The best way to turn this situation around is to help these colleagues make those connections. Look for opportunities to call out the specific ways your projects contribute to key company goals. For instance, maybe that compliance course also helped reduce workplace injuries or prevented costly fines. And be sure to be direct about these links so there’s no ambiguity about the impact of your work. 4. Talk to your audience in terms they care about While you’re talking up what you do, also think about how you’re framing that information. When you’re chatting with other learning professionals, eyes will often light up when you share how a project met your learning objectives, used a development tool in a creative way, or tied into learning research. But that likely won’t mean as much—or sometimes anything—to people outside our field. Instead, promote your work in ways that will speak to your audience. For instance, if they’ve complained to you about the boring and useless e-learning at their last job, tell them about all the ways you're making your courses interesting and practical. If your project can help with their team’s goals, tell them how it does that. Or, if you know they’re constantly feeling crunched for time, play up the key ways you’re streamlining your projects. That way, they’ll know you’re making a difference on things that matter to them personally. 5. Do the math to connect your successes to the bottom line Want a measure of success that’s easy to get people excited about? Focus on money. In some cases, financial numbers are easy to uncover—for instance, if you launched training on upselling a new product and the sales numbers immediately went up. Other times, though, you might need to break out your calculator to convert one kind of win into a financial one. For example, if you shaved ten minutes off of your company’s annual compliance training, that may not initially sound like a big deal. But if you have 60,000 employees that have to take it, that’s 10,000 hours of saved work time. If your company’s average hourly salary is $25, that ten-minute trim saved the company $250,000. And those are numbers that can impress! Have a situation where your training wasn’t the only factor at play? You can still frame the final savings or profits as something your work contributed to. That way, you’re acknowledging the other factors but not downplaying that your work had an important part to play in the mix. Wrap-Up Advocating for yourself and your work may not solve all the challenges you face in your professional life. But it’s a good first step toward boosting your visibility and ensuring your organization knows just how much you have to offer. Not only that, but it can even open doors for your career that you didn’t know were possible. Want more ideas on building buy-in for you and your work? Check out these articles: 2 Ways To Show the Value of Online Training Here’s How To Prove the Value of Training to Your Organization Use KPIs To Demonstrate the Value of E-Learning Subscribe to our newsletter to get the latest e-learning inspiration and insights directly in your inbox. You can also find us on LinkedIn and X (formerly Twitter). And if you have questions, please share them in the comments.How To Calculate the Cost-Benefit of E-Learning
Most organizations create e-learning as a means to improve employee performance. Courses are supposed to deliver knowledge and skills that make workers better at their jobs. So if e-learning doesn’t improve job performance or the bottom line, most organizations don’t want to invest in it. That’s why it’s critical to calculate the cost-benefit of your e-learning course before you start to develop it. You want to show ahead of time that the benefits of creating and administering the e-learning course outweigh the development costs associated with it. Here are a few things to consider when you calculate the cost-benefit of your course: The Costs Design, Development, and Delivery A lot of factors go into calculating the costs associated with designing, developing, and delivering your e-learning course. You might need to see the HR department to help you figure hourly rates for various job titles, and then do some calculations to convert a salary into an hourly rate. Some costs to include are: Software/Hardware Costs: For example, you might need to purchase a new authoring tool, some stock photography, or a new microphone. Development Time: Calculate development time by multiplying developer’s hourly rate by number of hours needed to develop the course. To calculate an hourly rate from a yearly salary, you can use this formula: salary / 52 weeks / number of hours in a workweek. Meeting and Review Time: Include the value of the time of everyone involved with the project: meetings with a manager, the tech department, your SMEs, copyedit, graphic design, etc. Calculate the dollar value of the time spent in meetings with these people as well as the time they devote to the project. Lost Production Time: The time your participants spend taking your e-learning course is called lost production time. Calculate the lost production time using this formula: # of employees x hourly rate x # of hours the training lasts. These are some of the most obvious costs you need to consider. There might be others, such as organizational overhead and, the cost of setting up an LMS or webpage to host the course. Once you’ve identified and calculated the costs associated with developing and delivering your e-learning, you need to look at the second part of the equation: the dollar value associated with the benefits of your e-learning. The Benefits Benefit of Training The benefits of training can be tricky to identify and narrow down, but it is possible and very important to do so. To calculate the dollar value of the benefits, you need to identify 1) the specific task that is being taught in the training or e-learning, and 2) the average benefit, in dollars, of improving performance surrounding this task. Once you’ve done this, multiply the dollar value of the benefit by the number of employees, and multiply that by a time period. When you have both your total costs and your total benefits, you can calculate your Return on Investment (ROI) using this formula: Having flashbacks to math class? Let me share an example with you to illustrate this more clearly. Cost-Benefit Analysis Example: XYZ Delivery You work for XYZ Delivery as a training designer. Over the past few months, an increase in shipping label errors has caused more packages to be returned undelivered. To reduce the amount of errors, the Shipping Manager wants to create a one-hour e-learning module for 50 employees on the proper way to fill out shipping labels. They ask you, their in-house training designer, to do a cost-benefit analysis for designing this module. First you look at the costs associated with designing, developing and delivering this module: Now that you’ve looked at the total costs, you need to identify the benefits of training the employees at XYZ Delivery on how to fill out shipping labels properly. The specific task being taught: How to fill out a shipping label. The benefit of improving performance for filling out shipping labels: You investigate and identify that, currently, the 50 employees get an average of one error each per week on shipping labels. An error on a shipping label means a package is returned at an average cost to XYZ Delivery of $15 per returned package. Teaching the employees how to properly fill out the shipping label could save XYZ Delivery $750 per week (50 errors per week x $15 per error = $750). Multiply that by four weeks in a month and by 12 months in a year, and XYZ Delivery can potentially save $36,000 per year if they can reduce the rate of packages returned due to shipping label errors to zero. To calculate the net benefit, we’d then subtract the cost of training from the benefit, $36,000 - $4000 = $32,000 is the total net benefit. Now let’s plug these numbers into the ROI calculation shown above: XYZ Delivery can potentially get an 800% return on their money in a year if they invest in this one-hour e-learning module designed to reduce the error rate for shipping labels to zero. It may make sense to leave room for a few shipping label errors—that’s only normal human behavior—so you could edit your calculation to reflect this. Again, this is just a general example to illustrate the cost-benefit analysis more clearly. Hopefully this simple method for completing a cost-benefit analysis and calculating the ROI of your e-learning course will encourage you to do so for your next project. If you’ve done a cost-benefit analysis in the past and you’ve learned a thing or two that you’d like to share, please leave a comment below. We love to hear your feedback! You can always sign up for a fully functional, free trial of Articulate software. And don’t forget to post your questions and comments in the forums! We’re here to help. For more e-learning tips, examples, and downloads, follow us on Twitter.Freelancing 101: How to Talk Money with Your Clients
Working as an instructional design freelancer can be both fun and financially rewarding. Coordinating with clients directly, being your own boss, and getting paid well are all big advantages of going this route. But some parts of freelancing can feel kind of high stakes—like negotiating with clients. If talking about money feels scary to you—don’t worry. In this article, I’ll walk you through some tips that’ll help you feel more comfortable with it so you can ensure you’re paid fairly. 1. Do Your Research Some clients will contact you about work and lead with an hourly rate they want to pay. This is actually super helpful because it lets you rule out work that doesn’t fall within your hourly rate range from the get-go. But what if they don’t immediately share a number with you? In that case, do a little research on your own to see if you can find out what they usually pay. For example, you could try checking their company job board to see if they mention an hourly rate. LinkedIn and Glassdoor are also great places to check to find out what that client is paying people in similar roles. These websites have areas where companies can share what comparable positions are making. And Glassdoor even lets former and current employees and contractors report actual numbers—which is super helpful for you as a potential freelancer! While both Glassdoor and LinkedIn have areas to share hourly rates, salaries are a little more common. But if a position shows a salary instead of an hourly rate, you can easily convert it with some quick math. A standard work year consists of around 2,000 hours. So just take any salary and divide that by 2,000 to get the hourly rate. For example, here’s what that calculation would look like for a yearly salary of $80,000: 80,000/2,000=$40 per hour. If this seems low, that’s because it is! Salaried employees are usually paid less than freelancers since they have job security and other benefits, so I usually add 50% to the hourly rate. Going back to the example, if a company has comparable positions paying $80,000, you could reasonably ask for an hourly rate of $60 or more as a freelancer. If the client doesn’t share a number and you can’t find anything online, don’t worry! That’s where tip number two comes in. 2. Get the Client to Name a Number I don’t know about you, but my heart rate always kicks up a few notches when clients lead conversations with “what do you charge per hour.” If this happens, don’t panic—and don’t automatically share your hourly rate either. Try to get the client to share a number first, as this will put you in a better position to negotiate. Sometimes, you’ll be thinking of a number and the client will say something much higher. In that case, if you had already shared your lower number, you could be losing out on a big chunk of change. So next time a client asks what you charge per hour, counter with a question of your own instead of answering straight away. Here are some examples: Do you have a rate in mind we need to work within? What have you paid someone similarly qualified in the past? What’s your budget for this project? Hopefully, asking these questions will get the client to share the number they have in mind. Once you have that information, you can decide whether to counter with your own offer or accept what they’ve offered. 3. Get the Details First Another good practice is to make sure you have enough details about the project before giving a rate. You don’t want to jump into negotiations without understanding the specifics. Some examples of question to ask are: When do you need the project completed by? Will I be the only person working on this project, or will I be part of a team? Is the content already written, or will I be writing it and developing the e-learning course? How many hours per week would you like me to dedicate to this project? If during the course of this conversation the client still won’t share a specific number, at least you’ll be armed with all the information you need to come up with a rate that makes sense on your end. Wrap-Up Remember, all conversations around pay are a negotiation, and it doesn’t hurt to ask for more money. The worst thing they can say is no! And while negotiating with clients can feel intimidating at first, it’s a skill that gets easier with practice. By following the tips we covered in this article, you can be confident you’re in a good position to negotiate the best price for your work. For more information on freelancing or other career tips, check out the articles below. 5 Factors to Consider When Deciding on an Hourly Rate Rounding Up Resources for E-Learning Freelancers 5 Tips for Landing Your Next E-Learning Job Answering Your Top Questions on Becoming an Instructional Designer Subscribe to our newsletter to get the latest e-learning inspiration and insights directly in your inbox. You can also find us on LinkedIn and X (Formerly Twitter).How to Do a Task Analysis Like a Pro
Task analysis is one of the cornerstones of instructional design. But what is it, really? The name says a lot: you analyze a task, step by step, to document how that task is completed. At first glance, this seems like a straightforward thing. But even the easiest tasks can be quite complex. Things you do every day might seem simple when you first think about them. But what happens when you eliminate internalized or assumed knowledge? Take sending an email. Easy, right? Maybe four or five steps? Click the New Mail icon Enter a Recipient Enter a Subject Enter your email text Click Send But what about carbon copy or blind carbon copy recipients? What if you need to attach an invoice or picture? What app do you use to create the email in the first place (or are you sending from Gmail in your browser)? For that matter, from which device are you sending the email? Suddenly that “simple” task is a set of processes, organized by device, operating system, and application, with various subtasks along the way accounting for mailing list complexities and the purpose of your email. As I was writing this I came up with about a dozen different variations, all of which would need to be closely analyzed and broken down precisely. Even the most average task has a lot behind it. This is why understanding how to do a task analysis is so important to becoming a successful instructional designer. When instructional designers create training, they’re teaching the learner how to accomplish something. Task analysis helps you focus on what they’re going to do and how they’ll do it (don’t worry so much about the why; that comes later). The easiest way to illustrate the process is with an example. Let’s say you work at a midsize media company and your boss asks you to complete a task analysis on how the company’s social media manager does her job. They want this documented for training purposes for future hires. That means you’ll need to: Identify the task to analyze Break down the task into subtasks Identify steps in subtasks Let’s take a closer look at each of these steps. Step 1: Identify the Task to Analyze Tasks are the duties carried out by someone on the job. The social media manager carries out a lot of duties, so you need to be able to break them down into broad activities (aka tasks!) and focus on them one at a time. Don’t worry about all the little things that make up the task; we’ll get to that in a second. Here we’re looking to paint with broad strokes. One of the social media manager’s tasks is to add new content to social media sites every morning. Your tasks should describe what a person does on the job and must start with an action verb. So, in this case, the first task to analyze is “Add new content to social media.” Step 2: Break Down the Task into Subtasks Once you identify the task, you need to identify the subtasks, the smaller processes that make up the larger task. Remember in the email example above where I mentioned attachments and carbon-copying recipients? That’s the kind of thing you capture here. These should also be brief and start with an action verb. Continuing the social media manager example, you need to find out the subtasks of adding new content to social media. You can figure this out by talking to or observing the social media manager. Through this process, you discover that the subtasks for adding new content to social media are: Check the editorial calendar Add new content to Twitter You’re making good progress! You can now move on to Step 3. Step 3: Identify Steps in Subtasks Now it’s time to get into the nitty-gritty. You’ve identified the task and broken it down into subtasks. The final step, then, is to identify and list the steps for each subtask. Do this by breaking down all of the subtasks into specific step-by-step, chronological actions. The key here is to use a “Goldilocks” approach to detail: not too much and not too little. Use just the right amount so learners can follow the instructions easily. Again, as with tasks and subtasks, your steps need to start with an action verb. So, putting everything together from steps 1 and 2 and then breaking the subtasks into steps, your final task analysis would look like this; 1. Adding new content to social media 1.1 Check the editorial calendar 1.1.1 Navigate to the calendar webpage 1.1.2 Click today’s date 1.1.3 Click newest article title to open article 1.1.4 Click inside article URL bar 1.1.5 Copy URL for article to clipboard 1.1.6 Highlight title text of article 1.1.7 Copy the title text to clipboard 1.1.8 Close the calendar 1.2 Add new content to Twitter 1.2.1 Navigate to Twitter account 1.2.2 Log in to Twitter account 1.2.3 Click Tweet button 1.2.4 Paste article title from clipboard 1.2.5 Paste article URL from clipboard 1.2.6 Click Tweet button to publish There are several ways to approach task analysis. It’s a fine art deciding how far down the rabbit hole you need to go with detail. Instructional designers can debate for hours whether saying “log in” is enough or if that needs to be broken down further into “enter user name,” “enter password,” and “click the login button.” Again, it all comes down to figuring out how much detail is just right for your audience. Wrapping Up That’s it! As you can see, while creating a task analysis boils down to “just” three steps, there are a lot of nuanced decisions to make along the way. Remember the Goldilocks Rule and always consider your audience and the seriousness of the subject matter when deciding just how nitpicky you need your task analysis to be. After all, there’s a marked difference between how much detail a learner needs when they’re learning how to perform brain surgery versus filling out their timecard. Do you have any do’s and don’ts of your own for completing a successful task analysis? If you do, please leave a comment below. We love to hear your feedback! Follow us on Twitter and come back to E-learning Heroes regularly for more helpful advice on everything related to e-learning.Get to Know The 4 Levels of E-Learning
If you work in e-learning or training, you’ve probably heard people refer to the levels of e-learning before. But what does that mean? In the e-learning industry, there are four generally accepted levels of e-learning that will, in turn, affect the learning experience, cost, and development time of your project. Today, you’ll get a high-level look at all four levels. Once you understand the key components of each level, you’ll be better equipped to estimate the time—and also cost—of future projects. Level 1: Passive Interactivity Level 1 e-learning is a passive experience, where the learner just consumes information. There’s little to no interactivity with the course and the learner mostly reads and moves forward by clicking Next. In fact, some refer to level 1 as the “click next” style of e-learning because of its low level of interactivity. These courses include static text and images, and little to no multimedia. Quizzes in level 1 courses are usually straightforward multiple choice and true-or-false questions. Level 1 e-learning, while simple, does have its place: it can be a quick way to cover simple rules or procedures. Check out these examples to get a better understanding of what level 1 courses look like: View Example View Example Level 2: Limited Interactivity At level 2, e-learning courses start to incorporate some multimedia. Courses at this level can contain audio, some video, basic animations, and a few simple transitions. This level of content is often accompanied by narration and click-and-reveal interactions. Level 2 quizzes start to incorporate drag-and-drop interactions and matching activities. If you’re looking for a nice middle ground with a richer learning experience without too much development time, level 2 e-learning is probably a good fit. Here are some examples of level 2 courses: View Example View Example Level 3: Complex Interactivity With level 3 e-learning courses, the interactions become even more sophisticated. In this level, you can expect to include extensive audio, video, transitions, animations, and more. Quizzing can involve branched, scenario-based questions that allow learners to explore multiple paths and feedback levels. Level 3 e-learning is usually a good fit if you’re looking to teach learners more complex skills, for example, if you’re creating a course for new nurses on patient care. Here are some examples of level 3 e-learning: View Example View Example Level 4: Full Immersion Level 4 e-learning uses all of the components in levels 1, 2, and 3, plus gamification or simulation. These courses may incorporate 360° images, games or complex gamification, scenarios, avatars, or interactive videos. These courses are more immersive than other levels of e-learning. As learners interact with the course, they receive feedback on their choices. And in some cases, their choices might even impact the content they’re presented with next. This makes level 4 e-learning excellent for learners who need to practice real-time decision-making skills. Although these courses take the longest to develop, the learner experience makes it well worth the effort. Take a look at a few examples: View Example View Example Wrap-Up Now that you know about the four levels of e-learning, you’re ready to identify which one a new project falls under! This will help you appropriately estimate the time and assets needed to create the course. Are you looking to learn more about e-learning development? Check out these helpful resources. What You Need to Know to Create Amazing E-Learning 6 Easy Ways to Make More Compelling Interactions for Your Online Courses Here’s How I Transformed This Static E-Learning Content What level of e-learning is your favorite to create? Let me know in the comments below. Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.Follow These Tips to Reduce Your Risk of Corrupting or Losing Project Files
It’s every e-learning developer’s worst nightmare: you’re hard at work in an application, deep in development, when all of a sudden—the software freezes! You start frantically clicking around … this can’t be happening! When did you last save the file? Are you going to lose all that work?!? Others (not you, right?) have faced the horror of having an entire project, representing weeks or even months of work, become corrupt and completely unusable. Different scenario, same result. Yuk. File corruption can happen, even in the best software, and even if you’re following all the recommended best practices. It’s not just a software crash that could wipe out or damage project files; it could be a power outage, your computer crashing, or even just the size of your project file, as very large files have a higher risk of corrupting. You need to be prepared if a problem occurs and know what options can help to prevent it. To be ready if it happens, follow these pro tips. Work Locally You should always save and publish all of your Articulate Storyline files and projects to your local hard drive, which is typically your C: drive. Working on a network drive or an external (USB) drive can cause erratic behavior due to latency, which is the amount of time it takes for the information to traverse the systems. As a result, your files might become corrupted, you could be unable to save changes, or your application might “freeze” altogether. If you need to copy your project over to a network drive or a USB drive for backup or versioning purposes, only do it once you’ve saved the file and exited the Storyline application. Do not reopen the project file until it’s finished copying. (That’s why backing up your Storyline 360 project files to Review 360 or uploading content to a library of shared team slides are better options.) To learn even more about the importance of working locally, read this helpful article by Trina Rimmer: Save Time with This E-Learning Project Troubleshooting Checklist. Use Proper File-Naming Conventions It’s important that you follow some important basic conventions when you name your project files and published output. Do not use special characters, accents, or symbols in your Storyline file names or in any file paths. And avoid using spaces in your file names and file paths; spaces will be replaced by symbols (i.e., %) when you publish the course, which looks messy and could possibly contribute to file corruption. Here are a few suggestions for naming your files without spaces: Use an Underscore or Dash: Instead of using spaces between the words, use a dash or an underscore. For example, safety_training_101.story, or retail-module-3.story. Use CamelCase: CamelCase is a practice often used in the web development world that includes writing words or sentences so each word begins with a capital letter; for example, SafetyTraining101.story or RetailModule3.story. With either of these tips, you can easily read your file names without using spaces. Another best practice: always use short names to ensure the file paths to your projects and published output are well under the 260-character limit imposed by Microsoft Windows. Save Often Get into the habit of saving your work at least every 5 to 10 minutes. The fastest and easiest way to save your file is to simply hit CTRL+S on your keyboard. You should save so often it becomes automatic and you don’t even notice when you’re doing it. When you see an asterisk (*) next to your project file’s name, it means your project has changes and needs to be saved: It also should go without saying that you should always save after you do something complex, confusing, or time-consuming that you don’t want to have to repeat. Create Versions In addition to constantly saving your project file, you should be “versioning” as well. To create a version is simply to do a Save As of the file and then save it with a new name; this makes a new version of the file. The number of versions you create will depend on you and your requirements, but here are a few ideas: Daily: You might consider creating a new version of the *.story file every day and including that day’s date in the title. For example: safety-training-03-22-2016.story. This way, if you need to go back to a previous version, you’ll have every day to choose from. Weekly: Versioning every day might be too often for your needs; if that’s the case consider doing at the very least a weekly version of your document. If you choose to store versions less frequently than weekly, you might find you have to re-do a lot of work to get your project file back where you need it to be. Major Changes: It’s a good idea to always create a new version when there’s a major change to the file, including navigation changes or any design changes that are going to apply project-wide. If you change your mind, or need to go back for any reason, you’ll be thankful you made the new version. How long do you want to hang on to all those versions? It depends, but until the project is delivered is probably a safe bet. After that, you might want to hang on to a couple of versions but are probably safe deleting the rest. Back Up Your Work Saving your work religiously and creating file versions won’t do you much good if your computer crashes. To save yourself major headaches when something unpredictable occurs, you need to back up your work OFTEN. How often? How many hours of work are you willing to redo should a crash occur? I recommend backing up your work at least once a day. Let’s review some options for backing up your work: Review 360: When you publish a Storyline 360 project to Review 360, you can include the source file so it's downloadable from Review 360. You can even store project files for multiple versions of a course. (Articulate 360 subscribers have access to this feature. If you don't have Articulate 360, start a free 30-day trial.) File-Hosting Service: Use a third-party hosting service to back up your project files. The options abound: Dropbox, Carbonite, Backblaze, and many more. Some of these services automatically back up all your files constantly, so you don’t even have to think about it. File or Web Server: Opt for a file or web server to upload your files and back up your work. External Hard Drive: Save your files to an external hard drive. Even if you do this, it’s still a good idea to back up that hard drive to a server or file-hosting service in case the drive itself should ever become corrupt. Yes, there are costs associated with most of these options, but it’s usually much less than the cost of losing your work, which can represent many, many hours of development time. If you work in an office setting, check to see if the IT department has a backup system already in place. If so, ask about the policy, and then consider making your own backups as well, as an extra precaution. Enable Auto-Recovery Storyline has a handy auto-recovery feature. To initiate the feature, you need to save your project file at least once. It should be enabled by default; but to make sure, or to make adjustments to the intervals, click on File from the Storyline ribbon and select Storyline Options at the bottom of the menu. In the Storyline Options window, you’ll notice the AutoRecovery option. When you select this option, Storyline will automatically save a copy of your project at the specified interval and you can recover your work if the power goes out or the app shuts down unexpectedly. The default interval is every 10 minutes, but you can enter any whole number between 1 and 120. Learn more about the auto-recovery feature on this page: Setting Articulate Storyline Options. Why does the auto-recovery feature exist? If Storyline crashes or closes unexpectedly, chances are you didn’t save before it closed. So, in the background, the application has been doing it for you. This means Storyline will prompt you, when you reopen the file, with a message to recover the file from the last auto-recovery save that occurred. Exit the Application Another best practice is to not leave the Storyline application open and unattended for long periods of time. If you leave the application running overnight, it’s possible that a malware scan or disk backup could run because the machine is idle, making your application vulnerable to crashing. When you’re done working with your project file and about to step away, do a final save, close the application, and back up the latest version—just to be safe. Check Temp Files If there’s a crash and your file is lost or corrupt, don’t lose hope: there may still be a working version of your project in your temp files. Here's how to check: Open this folder in Windows Explorer: %appdata%\Articulate\Storyline. Scan the contents of this folder for a file that starts with the name of your project. If you find the file, copy it to your desktop (if you find more than one, copy the latest version). Change the file extension of the copy on your desktop from *.tmp to *.story. Double-click the file to open it in Storyline. If your project file isn't there, it may be lost (sad face). But the good news is, if you’ve been following the recommended best practices above—versioning and backing up your work—you’ve hopefully only lost a minimal amount of work. In Sum These are just some of the tips you can follow to avoid corrupt and lost project files. Remember, it’s all about being proactive just in case the unpredictable happens! Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.6 Ways the E-Learning Heroes Community Makes Your Job Easier
Working in e-learning can sometimes feel like taking on a lot. You need to stay on top of a broad and evolving field, juggle the needs of stakeholders and learners, and create experiences that shift knowledge and behavior—often all while managing time and budget challenges as well. But you’re not alone! The E-Learning Heroes community can support every aspect of your work and career. So take a peek at some of the exciting ways this community—and its one million plus members—can ease your load. 1. Get help fast If something isn’t working as expected or you feel stumped on a challenge, the community has your back. You can get speedy access to Articulate staff and other e-learning professionals through our discussion boards. There’s one for questions about the Articulate apps and another for general e-learning design and development questions. No matter what work challenges you’re facing, there’s a place to ask for advice. And that’s not your only option. The E-Learning Heroes website has a wealth of articles that can help you troubleshoot tricky situations. So whether you’re trying to figure out how Storyline 360’s slide layer properties work or looking for tricks for making collaborating with subject matter experts easier, the community has articles that can help! 2. Speed up your workflow with free resources Thankfully, you don’t have to start from scratch every time you create a new project. With hundreds of free interaction templates, images, buttons, and more available in the Downloads section on E-Learning Heroes, it’s easy to find resources to make course development faster. Not only that, but you’ll also find course design resources like storyboard templates and project management tools. 3. Get ideas for projects Whether you’re looking for something specific to a topic, industry, or approach or are just curious to see what kinds of interesting e-learning experiences are out there, the community has a lot to offer. The E-Learning Examples page curates innovative projects created by Articulate staff as well as members of the community. And the submissions to the weekly E-Learning Challenges are a goldmine for design inspiration. Plus, participating in these challenges yourself can do a lot to spark your imagination. 4. Learn more about crafting great e-learning Our general e-learning articles are a handy way to fit professional development into a packed schedule. With content written by e-learning creators, for e-learning creators, you’ll get tons of practical advice that’s easy to apply in the real world. Find the most recent ones on the E-Learning Heroes homepage or use the search function to look up specific topics. 5. Stay up-to-date on the latest Articulate 360 features If you use Storyline 360, Rise 360, or any of the other Articulate apps, the E-Learning Heroes site is a hub for getting tons of value from them. You’ll find articles detailing the latest app updates, share step-by-step tutorials on specific development techniques, and get behind-the-scenes looks at how specific projects were created. The Quick Tips & Tricks series collects short app tutorial videos, and you can find deeper dives on the Articulate Tutorials and User Guides page. And if you want to browse upcoming Articulate 360 Training webinars or live events, E-Learning Heroes has all the details. 6. Connect to other e-learning creators Are you part of a small team of e-learning creators—or just a team of one—and sometimes feel isolated? Or maybe you’re part of a larger learning and development team but value connection with people outside your organization. With the E-Learning Heroes community, you can connect with an international group of learning professionals who are happy to talk shop and bounce around ideas. They can give you feedback on projects, ideas for tackling tricky challenges, resources that can speed up your work, and a reassuring feeling that you’re never in this alone. Wrap-Up The e-learning field is broad, with a wide range of challenges and goals. But no matter what kinds of content you work with or digital experiences you create, the E-Learning Heroes community has so much that can make you work easier, faster, and more innovative. If you want to explore even more ways to use this site, this series of articles has all the tips you’ll need: Getting the Most Out of the Awesome E-Learning Heroes Community. Want to keep on top of all the newest additions to it? Subscribe to our newsletter to get the latest e-learning inspiration and insights directly in your inbox. And if you have questions, please share them in the comments.5 Tips for Landing Your Next E-Learning Job
Whether you’re starting out in e-learning or a design veteran, there comes a moment in everyone’s career where it’s time for a change. If you’re feeling like that moment is now, you might be wondering how to prepare for your search or even where to look for jobs. To help you out, we’ve compiled this collection of tips and resources. And this article isn’t just for folx looking for jobs in-house—we’ve got resources for freelancers, too. Ready to get started? Let’s dive in! 1. Build Your Personal Brand Before beginning your job search, it’s important to think about your personal brand. Your brand sets the tone for future first impressions and allows others to get a feel for who you are before you meet. Not only does this help you stand out—it also makes it easy for hiring and contracting managers to see your strengths at a glance. While you might find the idea of branding yourself a bit odd, it’s less about thinking of yourself as a product and more about what you want to be known for. For example, do you want people to think of your ability to create playful and colorful courses when they think of you? If so, make sure your brand—and your portfolio—includes samples that feature those elements front and center. Haven’t built your personal brand yet? No worries—we’ve got plenty of recommendations to get you started in this article: Boost Your E-Learning Career by Building Your Personal Brand. 2. Develop a Portfolio Once you’ve nailed down your personal brand, it’s time to move onto creating a portfolio. A portfolio is a collection of some of your best work that showcases the breadth of your development and instructional design skills. Not only does it give people a better sense of who you are and your skill level, it expresses your personality and creativity. While each person’s portfolio is different, there are some key elements that each one should contain. Learn more about those by reading this article: 4 Things to Include in Your E-Learning Portfolio. If you’ve already nailed down those items, take a look at this article for even more inspiration: What to Include in an E-Learning Portfolio. 3. Establish an Online Presence Social media is a great way to build your network and meet potential hiring managers or clients. But how do you know what type of engagement on social media is worth your while? If you’re looking for an online community that’s specifically dedicated to e-learning, you’re in the right place! E-Learning Heroes has over one million members who are passionate about instructional design (not a member yet? Become one in just minutes!). Your E-Learning Heroes account can get you noticed, so take full advantage of it by learning how to maximize your E-Learning Heroes user profile. Part of establishing your online presence is sharing your skills with the world! The best way to do that is by participating in E-Learning Challenges. Every week, we post a fun challenge to the E-Learning Heroes community and ask the community to share what they’ve created. It’s a great opportunity to learn new techniques, check out others’ work, get feedback on your projects, and gain visibility. Want to learn more? Check out 3 No-Fail Strategies for Building Your E-Learning Heroes Brand and learn how to get involved in the E-Learning Heroes community. 4. Search for Roles Online job boards are everywhere, so how do you decide which ones to use? Start with our favorites: E-Learning Heroes Jobs Hub: Yep, that’s right! There’s a jobs hub right here on E-Learning Heroes. It’s chock-full of listings for jobs, contracts/gigs, and even volunteer opportunities. The Learning Guild Jobs Board: The Learning Guild is a great place to look for developer and management roles. LinkedIn: No matter what kind of job you’re looking for, you’re sure to find some leads on LinkedIn. Make sure to use the advanced search features to help narrow the list down to what’s right for you. ATD Job Bank: If your job search includes roles in training and development in general, be sure to dig into the listings on the Association for Training & Development’s site. Don’t forget that if there’s a particular company you’re interested in, you can usually sign up for job notifications on their website. That way you’ll know as soon as a role becomes available. Finally, if you have a trusted network—whether that’s friends, family, or colleagues—now’s a good time to let them know you’re searching for a new opportunity. 5. Consider Freelancing Lots of folx in the e-learning industry make their living as freelance e-learning consultants and developers. Freelancing can open up a whole new world of possibilities and get your name out there in ways that an in-house role can’t. But how do you know if you’ll enjoy it or what you can do to be successful at it? First, check out this article: To Be or Not to Be a Freelance E-Learning Designer? In it, you’ll learn the advantages and disadvantages of freelancing and discover if it’s right for you. Want to get an inside look at what freelancing is like? Check out A Day in the Life of an E-Learning Freelancer. Then, learn about project planning, the review process, and more in this article: Rounding Up Resources for E-Learning Freelancers. If you’re left with questions, like how you can expand your client base, check out Answers to 4 Frequently Asked Questions from Freelancers. Wrap-Up E-learning is a growing industry, so there are lots of opportunities for designers and developers. By practicing what we’ve shared in this article, you’ll be ready to track down and land your next role in no time. Looking for more resources on working in the e-learning industry? Check out these articles. 3 Big Reasons Why Now Is a Good Time to Be an E-Learning Pro Answering Your Top Questions on Becoming an Instructional Designer What Questions Do You Ask Prospective Employers? Do you have tips on how you’ve grown your career, earned new opportunities, or achieved other professional milestones? Share them in the comments! We’d love to hear about them. Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.
