Make Working with SMEs a Breeze with These 3 Downloads
One of my favorite things about being an e-learning designer is creating courses on a wide variety of topics. I’ve learned so much over the years! When I look back on it, it’s almost like I had to become an expert in every subject in order to create the most effective learning experience. And while some of my knowledge came from my own research, more often than not it was gleaned from the content provided by my project’s Subject Matter Experts (SMEs). Subject Matter Experts play a critical role in course design. They have the knowledge, experience, and insight to help you create the most impactful training. Despite their importance to your projects, working with SMEs can also be challenging. From different perspectives around how content should be presented to old-fashioned beliefs around how people learn, many e-learning pros find themselves in a battle of wills with their SMEs when all they really want is a productive partnership. This problem can be especially vexing when creating custom e-learning in a powerful app like Storyline 360. With so many creative possibilities, there are countless ways to present content. So how do you help your SMEs visualize different treatments and bridge gaps in understanding, all while building positive relationships with your SMEs? Here are three documents I’ve found essential for communicating clearly and aligning expectations from the start. Document 1: Project Kickoff Questions Before meeting with your project’s SMEs, it pays to do a little prep work. If you already have some source content pulled together, study it to get a basic understanding of the material. And if you don’t have content, research the topic or the company to make the most of your time with your SMEs. As you study, prepare a list of questions to help guide the conversation and show the SME how much you value their time. Need to kick-start your thinking? Download and customize this Project Kickoff Questionnaire for your needs. Download With all of your prep work done, you’re ready to set up a meeting with your SME to discuss the project. Make sure to bring your list of questions, and then listen actively and take notes. This is your time to build trust with your SMEs and identify knowledge and performance gaps to determine the right solution. Document 2: Project Plan After you determine the right solution, it’s time to put the details in writing so you’re all on the same page. A project plan can be a great way to align expectations. In the project plan, you can include the project background, course information, deliverables, timelines, and any other important details. Once you’re done preparing the project plan, have the SME review it and confirm its accuracy before moving forward with design. Need help creating a project plan? I’ve got you covered! Download this free project plan template. Download Document 3: Storyboard Now that you and the SME are on the same page, it’s time to start designing the project. If you’re using a slide-based authoring app like Storyline 360, the best way to make sure you have a solid foundation for development is to create a storyboard. A storyboard is the blueprint for a course that outlines the content screen by screen. Storyboards help your SMEs visualize how the content will flow and allows them to make edits before you start development in your authoring app. Note: If you’re using a web-based authoring app like Rise 360, you can skip the storyboarding phase and go straight to development since it’s easy to use and quick to make changes. Need help getting started? Then download and customize this storyboard template with your content. Download What Next? After the storyboard is finalized, you can feel confident knowing you have a solid foundation to start building your course. Taking the time to develop project kickoff questions, create a clear project plan, and storyboard the content before you start developing it in your authoring app will set you, the SME, and the learners up for success. For more ideas on working with SMEs, check out this series on Everything You Need to Know About Working with SMEs. 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.The Essential Guide to Working with Subject Matter Experts
If you’re like most e-learning developers, working with subject matter experts (SMEs) is one of your toughest challenges. But don’t worry, we’re here to help. Download this e-book to learn effective strategies for partnering with your SMEs to create awesome e-learning. You’ll learn how to get the information and feedback that you need—and how to make collaborating on courses a positive experience for everyone. In this e-book, we’ll discuss how to: Set the right tone Get the right content Set expectations with all project partners Handle objections from SMEs Keep the project on schedule Wrap up your collaboration And much moreWhat do E-Learning Designers Need to Know About Working with SMEs? #474
Working with E-Learning SMEs #474: Challenge | Recap When it comes to building courses, your Subject Matter Experts (SMEs) hold the keys to your success—you can’t do much without them. They’re the folks who not only bring their expertise to the table but also help you fine-tune those storyboards and quizzes and break down the intricate processes that make your training actually work. But here’s the catch: if they’re not fully on board or are dragging their feet, they can quickly become a major headache. The trick is figuring out how to turn those challenging SMEs into your biggest allies. And that's this week’s challenge is all about! 🏆 Challenge of the Week This week’s challenge is to share a short demo or interaction that helps e-learning designers collaborate more effectively with their SMEs. You can take it in any direction you like—whether it’s creating a slide with your favorite quote about working with SMEs, building a microlearning course, or even a whack-a-mole game (SME Edition). ✨ Share Your E-Learning Work Comments: Use the comments section below to link your published example and blog post. Forums: Start a new thread and share a link to your published example. Personal blog: If you have a blog, please consider writing about your challenges. We'll link to your posts, so your great work gets even more exposure. Social media: If you share your demos on Twitter or LinkedIn, try using #ELHChallenge so your tweeps can follow your e-learning coolness. 🙌 Last Week’s Challenge: Before sharing your favorite tips for working with SMEs, take a look at the final examples from the e-learning game show series: E-Learning Quiz Games RECAP #473: Challenge | Recap 👋 New to the E-Learning Challenges? The weekly e-learning challenges are ongoing opportunities to learn, share, and build your e-learning portfolios. You can jump into any or all of the previous challenges anytime you want. I’ll update the recap posts to include your demos. Learn more about the challenges in this Q&A post and why and how to participate in this helpful article.
