Business Needs
Analysis
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- Identify key organizational goals and objectives
- Prepare an interview plan for senior managers in order to determine “where’s the pain” – i.e. what are the key challenges holding the organization back from fully realizing its goals and objectives?
- Determine if there are eLearning solutions to address these “pains”
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan
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First-Order Business
Case |
- Define training challenge, target learner group, training objectives, and training solution
- Conduct stakeholder analysis to determine concerns of key organizational stakeholders
- Determine metrics to be collected to measure training effectiveness
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Making the Right Choices for Your eLearning: Setting the Vision |
Principles of eLearning
Statement |
- Define your organization’s key values and principles underlying the type of eLearning you will conduct (i.e. what do you believe in?)
- Create a statement of how your organization defines best practices in eLearning
- Clearly outline the type of learning environment that your eLearners will experience
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Making the Right Choices for Your eLearning: Setting the Vision |
eLearning Project
Budget |
- Create a budget document for an eLearning project that differentiates fixed vs. variable costs and certain vs. contingent costs
- Determine costs for: purchased eLearning; amounts to be paid to vendors, contractors, consultants; staff costs for in-house project management and development; video, audio, and still photo production costs, including videographer, photographer, sound production, and/or talent; marketing and promotional materials, e.g., flyers, paycheck inserts, giveaways; related printing and distribution costs; phone conferencing or virtual classroom events; meeting costs for project meetings; IT infrastructure costs, etc.
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
Request for Proposal
(RFP)
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There may be times when you do not have the requisite resources in- house to develop eLearning projects, or these resources may be fully deployed and unavailable to work on a new project. In such cases, you may need to solicit outside assistance via a Request for Proposal (RFP) process.
- Create an RFP document that clearly lays out: project objectives; background of our organization; project background; functional requirements; timelines; proposal requirements (vendor information, technologies used, implementation and support, costs, references); evaluation criteria
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan
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Projected Return-on-
Investment (ROI)
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- Create a projected cost / benefit calculation for an eLearning project
- Calculate the value of any projected benefits of eLearning over in-person training (e.g. reduced costs over time, improved efficiencies, improved training consistency, etc.)
- Calculate value of projected organizational benefits (Revenue generation: e.g. increased sales, new product ideas, increased client satisfaction and retention, etc., and Cost savings: e.g. reduced time to effectiveness; increased productivity; improved quality; improved safety; reduced duplication; less errors, etc.)
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
| eLearning Project Plan |
- Prepare a detailed eLearning project plan that includes the following:
Overall Goal of the Project: what specifically will be different within your organization after your eLearning training intervention?
Stakeholder Analysis: who has an interest in the success of the project and what specifically is this interest?
Stakeholder Management Plan: what support do you need from key stakeholders, and how will you secure this?
Scheduling and Resource Loading: what exactly has to happen, by when, and by whom, for your project to be successfully completed on time?
Marketing and Communication Plan: what has to be communicated to whom, and when, in order to ensure success?
Risk Management Plan: what could go wrong during the project, and what are your contingency plans for dealing with this?
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
Organizational
Cultural Assessment |
- Determine and document the key attributes of your organization’s culture that will have an impact on your eLearning strategy
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
| eLearner Profile |
- Create a profile document of your targeted group of learners that includes data on:
General Information: age, gender, language
Education: levels attained, specialized training, literacy level
Personal / Social Characteristics: motivation; competitive; collaborative, etc.
Attitudes and Experience with Technology-Based Training: experience and comfort with technology; computer and Internet literacy
Learning Context: access to technology; when and where training will take place; time availability
Learner Preferences: how do they like to learn (learning styles)?
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Engaging Your eLearners: Best Practices in eLearning Design and Facilitation |
| Technology Audit |
- Prepare a detailed audit of the following for your organization to ensure that the eLearning intervention planned is technically feasible and, if not, what adjustments need to be made (to the eLearning program, or to the technology that will support it): available hardware and installed and supported software, network speed and accessibility, LMS / CMS / LCMS set up
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Engaging Your eLearners: Best Practices in eLearning Design and Facilitation |
Technology Choices
Matrix |
- Critically examine and then select from a range of learning technologies available the proper mix that will help you engage your learners and achieve the desired objectives for your eLearning initiative
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Making the Right Choices for Your eLearning: Setting the Vision |
My ISD Team
Template |
- Determine key tasks that need to be accomplished for your eLearning project to be successful
- Complete an Instructional Systems Design team template that clearly lays out roles and responsibilities, and what can be accomplished in-house and what may have to be contracted out
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Making the Right Choices for Your eLearning: Setting the Vision |
Kickoff Meeting
Agenda |
- Prepare a detailed agenda for the crucial inaugural kickoff meeting for your eLearning project where you will:
Make sure everyone is clear on the big picture and on their individual roles and responsibilities and deadlines.
Invite feedback and upgrades to the plan.
Clarify what people need to do between now and your next meeting.
Set the dates for your ongoing status checks.
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
| eLearning Lesson Plan |
- Create an eLearning lesson plan based on solid adult learning principles and models of active learning that lays out: S.M.A.R.T. learning objectives; activity, feedback and assessment strategies; technology choices; and expected amount of learner effort
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Making the Right Choices for Your eLearning: Setting the Vision |
eLearning Design
Concept |
- Create a design concept plan that is an expanded lesson plan that identifies: clear outcomes; appropriate teaching and learning strategies; key learning resources to be used; learning technologies to be deployed; support issues and how these will be addressed; the overall learning framework; and specific learning activities that will take place
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Engaging Your eLearners: Best Practices in eLearning Design and Facilitation |
eLearning Facilitator
Best Practices
Checklist |
- Facilitate both synchronous and asynchronous learning sessions
- Create a checklist of best practices in eLearning facilitation, based upon your personal facilitation experience, and upon your critique of others’ facilitation efforts
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Engaging Your eLearners: Best Practices in eLearning Design and Facilitation |
| Application Project |
- Taking everything learned and all the competencies you have developed through the first three courses in the program, work through one complete eLearning task (e.g. design a course, introduce new learning technology, create a business plan, evaluate a program’s effectiveness, etc.) with the support and guidance of an eLearn Campus Learner Coach
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Capstone eLearning Project: Bringing it All Together |
| Metrics Analysis |
- Prepare a Metrics Analysis document that lays out:
What is the business issue?
How will your eLearning project impact that issue?
What is currently being measured relative to that issue?
What’s the baseline—where is that number now?
How will your intervention affect that measure?
What else could affect that measure?
How will you control for that?
What is your target – how much will your eLearning project impact the measure (e.g. % increase in revenue, % decrease in costs)?
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
eLearning Evaluation
Plan |
- Prepare a Metrics Data Worksheet to be used in measuring the impact of your eLearning project that lays out:
Data to be collected.
How data will be collected.
Who will do this and how often.
How the data will be presented and to whom.
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Maximizing the Value of Your eLearning: Creating a Solid Management and Evaluation Plan |
