instructional design
167 TopicsHow I Built This: I Developed an Award-Winning Ethics Course
Why I Built This: When I first learned about branching scenarios, something clicked for me that I hadn’t seen other eLearning developers execute: visually compelling, philosophically rich thought experiments. I studied Moral Philosophy in my undergrad and became obsessed with ethical dilemmas. Naturally, I decided to build an ethics course about technology. Think The Trolley Problem, only I wanted to pose questions about the growing reliance on AI and its implications by employing Instructional Design strategies. An opportunity came up through my Master’s program to attend DevLearn and compete in DemoFest, so it was time to start building my concept. I designed and developed a course in Storyline called The Agency Algorithm that confronts learners with issues regarding three main topics: algorithmic warfare (The Armory), AI assisted resource allocation (The Triage Garden), and surveillance (The Mask Archive). The Experience & Design Intent: A quick walkthrough of the multi-room experience. The Agency Algorithm is a multi-room interactive learning experience that blends instructional design, game-like mechanics, and philosophical inquiry. It immerses learners in ethically complex scenarios by leveraging branching logic, and integrating experiential aesthetics with conceptual depth. My primary goal with this project was to encourage critical reflection on the role of technology on human agency and autonomous choice. The concept itself was pretty clear to me, but I wanted to push the limits of Storyline visually, so I acquired a number of 3D assets from Adobe Stock, some of which I further modified in Adobe Dimension. I wanted the visuals to anchor the learner in a unique environment that did not feel reminiscent of traditional eLearning, and rather create space to explore and feel like a participant in something unfolding. There aren’t often black and white answers to ethical questions, and branching scenarios are an excellent way to illustrate this while offering learners a safe place to experiment and think through various outcomes based on their decision making. Visual Worldbuilding/Making It Not Feel Like eLearning: Initially, I intended to hand draw assets myself to really hone in on the human vs AI dynamic, but quickly realized the time I’d have to accomplish this was dwindling. While I drafted a few loose concepts in my journal, I ultimately decided to stick with digital assets. While I landed on 3D assets largely due to time constraints, the outcome is reminiscent of an old experimental video game or some sort of immersive idea gallery. As an artist, I often approach my work from a minimalist lens so this project was a fun way to really add some artistry that corporate training often doesn’t have room for. Variables, Multi-state objects, Cue points, and other mechanics: I relied heavily on multi-state objects to create hover states, “tip” cards, text labels, and more, for example in the circuits with definition reveals. I enjoyed building the “loading” effect in the Mask Archive, although it was a bit clunky and took a lot of trial and error! I learned a lot along the way and used a cue point on an orb with a glow effect beneath the mask and used triggers to cause the effect to work. The course overall has a few hundred triggers (slide, object, and variable triggers) and somewhere around 40 variables (mostly T/F variables). What I learned: I think it is important that we don’t hand-hold learners through every learning experience. I want users to think through complex challenges and autonomously choose and feel like a true agent in the process of acquiring knowledge. A lot of eLearning makes it too easy for the learner and we lose engagement when we undermine the intelligence of our audience. I learned SO much about how to leverage Storyline in new ways. I am still a relatively new user to the tool, so this project allowed me to freely explore and be guided by curiosity. Link to my portfolio: https://www.abigailvettese.com/1.2KViews10likes7CommentsCommunity Insights: What You Can Learn from David Tait’s Career Pivot
One of the best things about creative careers is how flexible they are—you can take them in so many directions. For DavidTait, that flexibility led from graphic design to learning design, and eventually to co-founding 4pt, a learning design studio. 4pt has been creating meaningful learning experiences for more than 16 years. In this Member Spotlight, you'll discover how adaptability, curiosity, and community shaped David's journey, and how to apply these lessons to your own career path. From Design to Learning “Before starting my career in e-learning, I was a student focused on design,” David says. “I spent four years studying design. Two in graphic design and two in newspaper, magazine, and infographic design. That background gave me a strong foundation in visual communication, which has been incredibly useful in my learning and development (L&D) work.” While still in college, he took on a freelance project as a graphical user interface designer for the Northern College Network. “It was my first real step into the world of digital learning design,” he recalls. “It helped me see how I could apply my design skills in a completely different context.” Soon after, a former lecturer offered him a role at an e-learning startup creating online CPD courses for healthcare professionals. “Working in a startup meant wearing many hats,” David says. “That experience really shaped my path and helped me see how my design skills could grow into a career in learning.” 💡Tip: Apply your existing creative skills to a small digital learning project (freelance, volunteer, or self-initiated). Hands-on experience helps bridge design and instructional work faster than theory alone. Turning Change into Opportunity A few years later, the company was acquired, and layoffs followed. “Rather than seeing it as a setback, my studio manager and I took it as an opportunity,” David says. “When we started 4pt, all of those responsibilities suddenly became our job. Being able to adapt to new challenges was essential, and it’s a big reason why we’ve been able to thrive.” 💡Tip: When your path shifts unexpectedly, use it to test new skills or partnerships. Career detours often reveal strengths you wouldn’t discover in a stable role. Finding Flexibility with Storyline “One project in 2013 really shaped our company,” David says. “A client asked us to build a course in Storyline 1. We’d never used it before, but rather than turn the work away, we invested in licenses and learned as we went.” “Before long, Storyline became the tool most of our clients wanted to use,” he explains. “Storyline gave us the ability to solve problems ourselves, experiment more freely, and move much faster. That agility has stayed with us ever since—it’s a core part of how we approach learning design.” 💡Tip: Don’t wait to feel like an expert. Pick a project, open the tool, and build. Use the community forums and shared files when you hit roadblocks. The Power of Community “I’ve lost count of how many times I’ve hit a dead end in Storyline and found the solution on the forums,” David says. “That support has saved me countless hours and kept projects moving. The community around Articulate is unlike anything else.” Over time, helping others became just as rewarding. “Being part of E-Learning Heroes isn’t just about getting help,” he adds. “It’s about giving back. I try to pay it forward when I can, and that sense of community has been such a valuable part of my journey.” 💡Tip: When you find an answer in ELH, take a minute to thank the poster—or add your own version of the solution. Small interactions build visibility and confidence. Lessons from the Journey “Figure out where your limitations are, and then build a trusted network of professionals who can help you overcome them,” David says. “Continuous learning is important, but you don’t have to master everything yourself.” He also believes in stepping outside your comfort zone: “Sometimes doing that sooner opens doors you didn’t even realize were there.” “I try to focus on projects where I can see real value and impact—and to work with people I genuinely like and respect. That combination has made the journey far more meaningful.” 💡Tip: Find one collaborator who complements your skills—a developer, writer, or media pro—and trade knowledge. Collaboration accelerates growth and keeps learning fun. Looking Ahead These days, David is focused on advancing localization in his projects and exploring how AI fits into e-learning. “We’re evaluating Storyline’s new localization features ahead of a major project,” David says. “I’m excited to see how these tools evolve and how we can integrate them to deliver even better multilingual learning experiences.” He’s also reading Co-Intelligence: Living and Working with AI by Ethan Mollick. “It’s not written specifically for L&D, but it’s helped me think more critically about how AI can be used thoughtfully and effectively.” 💡Tip: Keep one “outside-the-industry” book on your reading list. Fresh perspectives often spark the most creative ideas. 💬 Your Turn David’s story is a reminder that creativity, curiosity, and community can take your career in directions you never planned, but might love most. What’s one skill—or moment—that’s shaped your own learning design journey? Share it in the comments below!1.6KViews7likes16CommentsCommunity Insights: How Support Takes You Far
If you’ve spent time checking comments, posting examples, or asking questions in the ELH community it’s likely you’ve seen Thomas_Shayon offering advice and encouragement. This Member Spotlight highlights how Thomas’s career journey was buoyed by support, and how he pays it forward now. Given a chance Like many people in learning design, Thomas did not start out in a training role. His first opportunity to teach was while he worked as a project manager on a quality assurance team for a small auto insurance company. As many roles do, this expanded until he was teaching independent insurance agents about how to position their products to their ideal customer. This “short stint” was laying the groundwork for what would turn into a 20 year career in corporate learning ranging from nonprofits to technical training and more. Making a difference In another early training position Thomas found “great pride and joy” in what his non-profit team built and delivered to “support some of the most vulnerable folks” in his community. This ability to make a meaningful difference in the lives of those around him (kids aging out of foster care) solidified his love of teaching, and led to the next defining element of his career: receiving that support back. Senior leaders, executives, and other coworkers were crucial to Thomas’s growth, showing “what leading with your heart” truly looked like. “When I spoke, my ideas were heard, and several were implemented. When I gave critical feedback, they were humble and listened,” he shares. In addition to the interpersonal support various senior leaders offered, some also created critical opportunities for Thomas. Opportunities like regularly attending executive business strategy meetings, allowing him to weigh in on how KPI’s could be achieved with L&D initiatives, and otherwise being “empowered to do my best work ever.” The mindset The culmination of these experiences has led to a specific mindset that Thomas takes into his everyday - not exclusive to learning design, but wholly integrated in his life. The core elements are: Discover what you enjoy doing Thomas’s answer is, of course, “helping others evolve into the most excellent version of themselves at work and at home” Learn as you go “I am not a technically trained instructional designer. However, over time, I’ve read, taken online courses, earned certifications, and so on to develop the ID-specific skills needed to do the work. Do not worry about trying to “learn everything” in a year or two; give yourself grace and time.” Doubt is a monster we carry with us “Learn and embrace it sooner than later, doubt is a part of the journey; everyone deals with it. Uncouple who you are from the work that you do.” You are enough “Navigate your life and career with that fact neatly tucked into your spirit and move boldly in your life.” Paying it forward True to the people who helped shape this mindset, Thomas now offers encouragement, advice, and other support everywhere else he goes. Leading from the heart can be seen scattered across our own community: from welcoming new members, offering insight on best practices, or sharing professional examples. He’s filled the role of Peer Guide with flying colors, and ELH is made better for the care Thomas brings to our community. I’m sure his learners feel the same way. In that spirit: leave a comment below tagging someone who has helped support you, and how you can pay it forward by reviewing a project, offering advice, or welcoming someone new.219Views6likes5Comments🌍 Around the World with Articuland
The journey continues! ✨ Articuland 2026 is crossing borders and connecting learning professionals around the globe. Last week, our community put on their detective hats to uncover where Articuland was headed next, and you cracked the case! 🕵️♀️🎉 ✨The winners of the 20% discount are: katherinezf AmyDorries-0d78 Isabella_M AlistairBruce KevinThorn GingerBakerSanh JoanneChen taylabm and easye5116 🏆Our Grand Prize winner is ChristineWal590 Special shout-out to GingerBakerSanh for correctly identifying all three stops! Each winner will be getting an email with more information shortly. So without further suspense… 🌏 Articuland 2026 is headed to: London • Barcelona • Toronto 📍 Event Details 🇬🇧 London, UK 🗓️ Wednesday, October 14 & Thursday, October 15 📍 Novotel London West 🇪🇸 Barcelona, Spain 🗓️ Friday, October 16 📍 PRBB – Parc Recerca Biomèdica Barcelona 🇨🇦 Toronto, Canada 🗓️ Tuesday, October 27 📍 Hotel X 🎟️ Registration is officially open! VIP pricing is available for a limited time. This is the lowest price you’ll get for Articuland 2026 and is only available through May 31, 2026. Articuland is all about practical learning, meaningful connections, and ideas you can actually use. Past events have featured powerful insights from the Articulate team and community voices alike. While we’re still shaping the 2026 agenda, you can expect the same energy, creativity, and impact. ➡️ Register now to secure your spot 💬 Let’s keep the conversation going: What would you love to see at Articuland 2026 – sessions, speakers, formats, or experiences? Drop your ideas below 👇565Views2likes2Comments5 Ways to Use Animated GIFs in Your E-Learning
Animated GIFs—or image files that act like a short video that loops endlessly—are everywhere these days, on social media, in blogs, and even in e-learning courses! That’s right, instructional designers are using these eye-catching multimedia assets to grab their learners’ attention—and you can too. Check out these ideas to get inspiration on how to incorporate animated GIFs in your courses. 1. As Course Header Images If your learners have a ton of courses in their dashboard and you want yours to stand out, try using an animated GIF in the course header, like in this example: Mars Curiosity Rover. It’s a surefire way to get your course noticed. 2. As Attention Getters GIFs are eye-catching. Have you noticed how hard it is to look away even when you’ve already seen the same animation loop 10 times over? That’s what’s so great about them. Their movement naturally draws your learners in and incites them to pay attention. Not convinced? Take a look at this Rise 360 course: Space Travel–Themed Interactive Infographic See how the GIFs draw you in and make you want to click on the interactive parts? I thought so. 3. To Illustrate Key Messages But GIFs can do more than just catch your learners’ eye. They can actually help learners better understand the concepts you’re teaching them. Check out the GIFs in this course, for example: An American’s Guide to Driving in France. See how the GIFs support the key messages? 4. To Lay Out the Steps in a Process If you’re creating a how-to course, you might be tempted to make a video. And that’s definitely one way of doing it! But if people need to replicate the steps one by one, they might need to rewind each step and watch it over and over again. What a pain! Instead of creating a lengthy video or screencast, why not create a GIF of each step, making it easy for people to rewatch the steps as needed, like in this article on how to make coffee? 5. For Comic Relief If the topic of your course is particularly dry, it might be a good idea to work in some humor to make sure your learners don’t fall asleep. GIFs are a great way to do that! However, be careful to not overdo it. A humorous GIF here and there is one thing; peppering every section of your course with them is another. Here's an example that uses humorous GIFs effectively. Another thing to keep in mind with humor is that it’s subjective. Test your course out on a trusted coworker or two and make sure they find the GIFs to be both work-appropriate and funny. The Bottom Line As with anything, it’s important to keep in mind that too much of a good thing is bad. When using animated GIFs, make sure they’re helping and not hindering the learning process. After all, the goal is to get your learners to focus on the content and retain the key messages. If you’re sold on using animated GIFs in your courses but aren’t sure how to go about creating your own, check out this tutorial. Like this article? 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).2.8KViews2likes13CommentsHow to Do an E-Learning Needs Analysis
According to the ATD, U.S. organizations spent over $100 billion on employee learning and development programs in 2010. That’s a lot of training! And a lot of resources spent. To make training worth the investment, you need to make sure your training program actually meets the needs of your audience. That’s why the first step for any effective online training program is an e-learning needs analysis. An e-learning needs analysis answers this important question: is training the right solution for the problem at hand? If it’s not, you’ll want to know that before you start your e-learning project, not after you finish it. Taking the time now to plan your project with a needs analysis will ensure you’re creating something useful. So let’s take a closer look at how to create your own needs analysis. To Train or Not to Train? Whether you call it an e-learning needs analysis, a training needs analysis, or a training needs assessment, the objective is the same: to identify whether training needs exist, and what they are. The exercise examines a business deficiency and identifies all solutions, training and otherwise, that will solve the problem. Why look at both training and non-training solutions? Because sometimes you may find that a non-training solution is more effective than a training course. Other times, you may learn that the cost of living with the problem is far less than the cost of initiating training. Let’s look at a training vs. non-training scenario: Bob, the sales manager at XYZ company, wants to improve the call handling time for his telephone sales team. Currently, employees take an average of 7 minutes per call; Bob thinks they can be done in 5. So Bob tells you to design some e-learning that will improve his team’s average call time. You dive into a needs assessment and observe the sales team in action. You see they’re doing the process just right, completing calls within the ideal time window. However, at the end of the process, the system is so slow that the sales team can’t complete the job until nearly the 7-minute mark. Would training help here? No, because this example is a computer systems problem, not a “trainable human” problem. That’s why it’s important to start with an e-learning needs assessment—to tease out exactly the problem and the potential ways you can solve it—before you design and deliver an online training program. Creating Your E-Learning Needs Analysis Needs assessments come in many shapes and sizes, but they all start with data gathering. A good, basic framework to get the data you need comes from five very familiar prompts: why, who, how, what, and when. Let’s delve deeper into each of these, to illustrate the kind of information you should look for as you investigate. Why Why do you think you need to create training? Dig into the details of the problem or deficiency, and look for evidence within the organization, in performance metrics, process breakdowns, customer feedback, employee observations, and the like. You should also look for upcoming changes. You won’t find evidence, of course, but you’ll know that if a new policy, process, or technology are in the works, people are going to need training. Who Take a look at the people or departments involved in the problem or deficiency. Then look for other audiences that might benefit from the training, particularly if there are pending changes. These groups will comprise your target audience. Get to know them, their organizational functions, and how they do their jobs. How Brainstorm ways to correct the problem or fill the gap. Can training help, or are there better ways to address the issues? Consider creative options, especially those that make use of resources in place or are less disruptive to ongoing work. Think broadly—this is the time to look at all the different ways to resolve the problem. What For this you should look at what employees do in their jobs. What’s the best way for them to do their job or tasks? Do employees have the knowledge or skills to perform to the standard? Are there critical hazards employees need to avoid in their jobs? Take a look at policies and standard operating procedures, and find out how employees implement these in their jobs. Feedback from the front lines can help you identify discrepancies and gaps. When Training needs to be timed to maximize the number of people who benefit from it and minimize the burden on the organization’s business operations. How you deliver training—whether via online modules employees can complete on their own time, in-classroom training that requires them to gather at a certain time and place, or some other means—will play a role in determining when. For example, if training means pulling people off a production line and into a classroom, perhaps there’s a time during the day when production is slowest; people could do their training then. Get a sense of when employees are going to need the training relative to upcoming business operations, as well as when to deliver the training during their day-to-day work. Once you’ve gathered your data, it’s time to analyze it. Approach this assessment with an open mind and look where the gaps and problems are, and how you might solve them. Understand employees’ current performance relative to requirements or standards they need to meet, and when they should meet them. Rely on your data to point you toward solutions to the problem. This is where you’ll see whether the problem is training-related or needs other solutions. If you can’t find a performance gap after all, it may indicate that the desire for training is more of a want than a need. The key is to know that before you create an e-learning program, not afterward. The outcome of a thoughtful e-learning needs analysis is a clear picture of the problem, solutions, and whether training will help. If it will, the evidence you discover in your investigation can help justify the cost of training to your organization, and serve as a launching point for your e-learning training course. Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning. If you have any comments, please share them below.1.9KViews2likes8CommentsAn Introduction to SAM for Instructional Designers
The ADDIE model is probably the most well-known approach for mapping out the course design process. But it isn’t the only game in town these days. One popular alternative is SAM: the Successive Approximation Model. Created by Allen Interactions, SAM offers an instructional design approach consisting of a few steps that you repeat as many times as necessary. These iterations address common instructional design pain points like meeting timelines, staying on budget, and collaborating with Subject Matter Experts (SMEs). So what is SAM? And how is it different from ADDIE? Is one better than the other? Let’s dig in and uncover some answers to these questions. What’s the difference between ADDIE and SAM? ADDIE and SAM are two different approaches for crafting learning solutions that share some similar language. To better see where they differ, it’s helpful to understand how each of them works. Let’s start with ADDIE. ADDIE ADDIE stands for Analyze, Design, Develop, Implement, and Evaluate. It’s a linear approach—like a production line—with each step depending on the successful completion of the previous one. To borrow some terminology from project managers, ADDIE is a “waterfall approach.” And in a traditional waterfall method, analysis, design, development, implementation, and evaluation are all treated as ordered steps in the overall development process. While this model is preferred in many organizations, some folks say this sequential approach contributes to many of the challenges faced by instructional designers, including: Prolonged development cycles: Have you ever had your project come to a screeching halt in the development phase? It’s not uncommon for new training or technology requirements to emerge in the project development phase, bogging down your productivity with re-work. Communication challenges with SMEs and stakeholders: Even the most thorough explanations and storyboards are still open to interpretation. And with a sequential approach, SMEs and stakeholders typically don’t get to try a hands-on version of the project until well into the development phase. This can mean it’s not until you’re near the end of the project—when you’re out of time and money—that you discover your vision doesn’t match theirs. No time for testing: When projects run out of time or money, what’s the phase of the process we tend to skimp on? In my experience, it’s testing. Shortchanging this step may save you time, but with risky downsides like a training product that doesn’t work—or work effectively—to address a critical performance gap. Successive Approximation Model (SAM) SAM, on the other hand, is considered to be an “agile approach” that can be scaled from basic (SAM1) to extended (SAM2) to suit your needs. Both SAM models use iterative cycles to create the end product right from the start—all while continually analyzing and refining your work as it’s being produced. Proponents of using agile methods for creating e-learning claim that models like SAM can alleviate many of the challenges discussed above—in particular, improving the project team’s visibility into the instructional design process and reducing development time frames. The basic process—SAM1—can be a good fit for smaller projects or teams. This flavor of SAM is a simple model with three iterations of the familiar instructional design steps of evaluation, design, and development. Using this approach, everyone’s ideas and assumptions can be discussed, prototyped, and tested early on, bringing you closer to a usable product more quickly. And what if your project is more complex? That’s where SAM2 comes into play. SAM2 is an extended take on SAM1. It consists of eight iterative instructional design steps spread across three project phases: Preparation, Iterative Design, and Iterative Development. In addition to the incremental cycles, another notable feature of the SAM2 model is the preparation phase. It consists of two steps to help you prepare for your design and development work fast: gathering information and then holding a brainstorming and prototyping meeting known as a “Savvy Start.” Which is better—ADDIE or SAM? When it comes to evaluating which design model is a better fit for you and your team, it really boils down to what you’re trying to achieve and what your work environment will support. When applied in the right situations and fully committed to by everyone involved, SAM’s flexibility can get you to a successful final course fast. Its iterative approach both helps you use prototypes to get stakeholder buy-in quickly and also makes it easy to pivot should your course requirements change. However, many instructional designers work in organizations that have embraced agility in theory but not so much in practice. Applying an agile approach like SAM can be difficult when your environment doesn’t encourage rapid feedback or flexible processes. In those cases, ADDIE’s waterfall model may be a better choice. Because ADDIE is a waterfall method that’s been used for years, it might make clients, stakeholders, and even team members more comfortable. And while it’s still not as flexible as SAM, many people find an adapted version of ADDIE that includes some iterative loops does a good job of splitting the difference between both methods. More Learning Whatever design model you follow—whether it’s ADDIE, SAM, or another one entirely—weighing your options for more thoughtful, responsive development practices can be a great way to build collaboration and grease the wheels for smoother training rollouts. Start by digging into these related articles from the archives. An Introduction to ADDIE for Instructional Designers What’s the PADDIE Model of Instructional Design? Best Practices for Effective E-Learning Project Management How to Manage E-Learning Project Scope Creep What design model is closest to how you really work? What are your thoughts on ADDIE vs. SAM? We love hearing from you, so share your thoughts in a comment. Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.16KViews2likes19CommentsPlanning Your Localized E-Learning Projects
In this age of globalization and multinational organizations, companies want to deliver online training that will reach worldwide audiences. The result is e-learning content that needs to be tailored specifically for each cultural group. If you’ve ever had to design or develop a multilingual e-learning course, you know firsthand that developing content for multiple languages can be a heavy lift. This is especially true if you haven’t put in place early the proper planning measures to make the process smooth and effective. This article will identify what you need to know up front (long before any development begins!) to effectively localize or tailor e-learning content for a variety of cultural audiences. Understand the concept of localization When it comes to getting a course out in multiple languages, it’s a common misconception that all you need to do is translate the written content. There’s often confusion about the differences between translation and localization. Translation is the process of translating text and words from one language to another without making any adaptations. Localization is the process of translating and adapting content for a specific culture. It often involves making changes not only to the text but also to imagery, tone, colors, currencies, and more, to account for cultural and regional differences. In many situations, simply translating the text in a course is not enough; you need to adapt the content in order for it to make sense for learners across cultural barriers. For example, let’s say you’re developing an e-learning course for a multinational delivery service. The course is for delivery staff based in the US and India on how to safely deliver packages on time. In addition to translating the text from English to Hindi, you need to adapt the content itself to take into account local driving and workplace safety laws. You should also consider updating the imagery to more accurately reflect the learner's home environment. For example, the American version of the course might show background images of busy streets in New York City. For the Indian version of the course, those could be swapped out with images of the streets of Mumbai. The two cities look very different and each have distinct architectural styles, roadways, and vehicles. Additionally, an image of a delivery vehicle in the American course might show a cube van or bicycle; the Indian version might be a tuk-tuk or a rickshaw. These changes in imagery make the course more meaningful and relevant to the learner. Plan for localization up front The key to a successful localized project is to plan every step of the localization process from the get-go. You want to keep your multicultural audience in mind from the beginning to avoid quality issues, save time, and ensure a smooth localization process. Things to consider when you’re in the project planning phase include: Identify the target markets and languages you want to localize for You need to determine early on which languages you’ll be localizing for. Keep in mind that even though your learners may speak the same language, you may need to create multiple courses to take into account regional differences. For example, a course developed in Spanish might not work for both Mexico and Spain. Why not? In addition to the many linguistic differences between Mexican and Iberic Spanish, there are regional differences that need to be considered, for example: different products, procedures, laws, technical standards, and currencies. Plan to build in one language first It’s a good idea to plan to design, develop, and deliver the course in one language BEFORE localizing the course into other languages. If you develop all of your courses in tandem, you’ll find yourself doing a lot of re-work. To illustrate: imagine a Subject Matter Expert asks you to change two paragraphs in your course. It’s a lot easier (and more cost effective!) to do it in one language than in five different languages. Once the first course is complete, you can save time by localizing your course into the other languages at the same time. Plan extra time for development and testing It might seem obvious, but you’re going to need more development time when you’re building a course in multiple languages. In addition to developing the course in the first language, you’ll need time to adapt it to every other language, which will include development, testing, and review steps. It’s a good idea to plan for the localization process by adding in extra development and testing time to your project plans and timelines. Find the right localization resources Having the right resources in place can make the translation and localization process run more efficiently and smoothly. Resources include the tools and the people you’ll bring on board for your localization process. Authoring tool When you’re going to be translating an e-learning course into multiple languages, it’s a good idea to investigate ahead of time what translation features and multilingual options are available within the authoring tool you’re using. For example, Articulate Storyline 360 offers the ability to export text for translation and then re-import it, saving lots of development time. This is good to know up front, so you can plan your project and allocate time and resources accordingly. Translators The quality and experience of your translation team will have a huge impact on the caliber of the final localized output. When it comes to working with translators, it helps to find translation professionals who have experience with your industry or subject matter. When the translation team has even a basic understanding of the content they are working with, it makes a huge difference in helping them ensure it all makes sense and works. In terms of hiring translators, your options are generally a professional agency or a single contractor or freelancer. They each come with their own set of pros and cons. Professional Agency Pros Cons They will handle all the project management for all the languages. They often offer voice-over professionals for all languages. They sometimes offer to do the translation directly in your tool of choice. The quality is often not as high. Because at a large agency the translators do not know you personally and are not that invested in your project. Also, you work with a variety of translators who may each have a slightly different style, which could be reflected in the final output. Freelancer/Contractor Pros Cons The quality tends to be higher, as usually freelancers need to provide a good service in order to maintain a good reputation, stay in business, and ensure repeated business and future contracts. It’s often cheaper to work directly with a translator because they don’t have high overhead costs to cover. Takes more time to find, hire, and manage freelancers than it does to work with an agency. They may not offer project management, voice-over services, and more. Voice-Over or Narration Professionals If your project includes narration, you’re going to need resources to narrate in a variety of languages. If you’re working with a localization agency, as noted above, they may offer narration or voice-over services. If not, you’ll need to recruit voice actors for each language. Keep in mind when you’re on the hunt for a voice actor that differences in local dialects and accents can make a huge difference to your learners. For example, Australian and New Zealand accents may sound similar to an outsider, but to the locals they are completely different! Finding the right voice for your project can take time, so account for this in your project plans, as well as the time required to record in multiple languages. QA Testers Testing and quality assurance review is an important part of creating an effective and high-quality multilingual course. During the project planning phase, identify resources for the testing and quality assurance phase of your course development. What should you look for in your testers? They should be proficient in both the original course language as well as the language they are testing, so they can compare both versions and ensure the message is consistent. The tester also needs to be a good writer, with strong spelling, punctuation, and grammar skills, so they can spot mistakes in the written content. These are just some of the things to consider when planning a localized e-learning project. Remember that up-front planning will eliminate a lot of headaches and help ensure a smoother process and better end result. What tips of your own do you have about planning for localized projects? Let me know in the comments! Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning. If you have any questions, please share them in the comments.1.4KViews2likes13Comments