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Defusing Landmines
                                  in eLearning Projects




© 2011 BlueStreak Learning, LLC                           1
Event Vision



               The purpose of today’s event is to:
                 Provide a forum for eLearning professionals in the
                 Chicago area to share their knowledge and
                 experiences with each other.
                 Create a space where event participants can view the
                 latest eLearning technology products and get to know
                 local eLearning supplier/partners.
                 Create a community of eLearning professionals who
                 work together on eLearning projects.

© 2011 BlueStreak Learning, LLC                                         2
Session Objectives

                    At the end of this session you will be able to:
                      List common issues that can sidetrack an eLearning
                      project
                      Use a list of scoping questions to assess potential
                      issues before the project starts
                      Facilitate a project kick-off meeting that sets
                      appropriate team member expectations
                      Use tracking and communication techniques to
                      address issues before they blow-up



© 2011 BlueStreak Learning, LLC                                             3
Please Participate

                            Interactive presentation
                            Discussion points noted along the way
                             Learn from our collective scars


                                          It’s about
                                              our
                                         community
                                         of practice




© 2011 BlueStreak Learning, LLC
eLearning Landmines

                  We’ll discuss four common types of landmines:
                   Course delivery (LMS)
                   SME time
                   Revisions
                   Scope creep




© 2011 BlueStreak Learning, LLC                             5
Course Delivery Story

                        One of my worst days ever!
                        Project: IBM Partner Training




© 2011 BlueStreak Learning, LLC
Course Delivery: Lessons Learned

                         Test the delivery platform (LMS) early in the
                         development process
                            Load a prototype in the LMS
                            Test on target audience computer or similar
                            Focus on items that may stop or distort the
                            course
                                Firewalls
                                Corporate IT policies
                                OS, browsers, screen resolution
                         Resolve any issues you find early in the course
                         development process

© 2011 BlueStreak Learning, LLC                                            7
SME Time Stories

                         .
                        Tell us about this incident and what you think
                        caused the problem.




© 2011 BlueStreak Learning, LLC
SME Time: Lessons Learned


                    Common misunderstanding:
                    SMEs don’t realize how much of their
                    time is required to develop a solid
                    eLearning course.




© 2011 BlueStreak Learning, LLC                            9
SME Time: Lessons Learned
                         Explain the options for gathering and revising
                         content and the risks with each method
                                  You read, research & interview/SME reviews & revises
                                  SME writes/You revise & reformat
                                  Do NOT expect the SME to be the eLearning designer
                         Based on the selected method, explain the time you
                         need from the SME early and often
                                  Initial development
                                  Reviews and verification
                         When you’re not getting what you need, discuss:
                           Issues and possible resolutions with SME
                           Options with management and/or stakeholders

© 2011 BlueStreak Learning, LLC                                                          10
Revision Stories

                        Two New System Training Projects
                        For both, the cost was double the estimate


                          How many
                         times do we
                         go back and
                            forth?



                                                          Newton’s Cradle



© 2011 BlueStreak Learning, LLC
Revisions: Lessons Learned

                         When you have more than one or two reviewers:
                            Appoint a decision-maker to consolidate revisions
                            into one list.
                            Hold a revision discussion meeting to make
                            decisions about which revisions will be made.
                            Keep your revision cycles and versions clear.
                         When working with unstable content, consider
                         delaying the project start until the content stabilizes.
                         Make sure you discuss the cost of the revisions (time
                         & money) and gain agreement from managers and
                         stakeholders.
© 2011 BlueStreak Learning, LLC                                                     12
Scope Creep Story

                        Project: 18 Lesson Healthcare Curriculum



                    This issue affects
                      over half our
                       eLearning
                         projects




© 2011 BlueStreak Learning, LLC
Scope Creep: Lessons Learned

                         Compare scope to current status regularly
                         Determine the root cause of the scope creep
                                  Course length/amount of content
                                  Content changes/revision cycles
                                  Level of interactivity or media
                         Review issue with stakeholder ASAP
                                  Present problem in factual, data-driven manner
                                  Offer options to increase time, money, change deliverables,
                                  or better control project elements
                         Agree and communicate action plan to team
                         members

© 2011 BlueStreak Learning, LLC                                                                 14
Your Turn

                   Raise your hand if you want to provide a
                   tip for dealing with one of these potential
                   landmines:
                   • Course Delivery (LMS)
                   • SME Time
                   • Revisions
                   • Scope Creep




© 2011 BlueStreak Learning, LLC
Scoping eLearning Projects
                    Six types of items to assess
                  Stakeholders/Owners & Results
    The           Needed
                most important way to defuse
       landmines iseLearningthe right &
            Previous to ask Experience
            Expectations
      questions before you start the
    project Targetplan according to the
            and Audience and Course
            Delivery
             answers you get.
                         Existing Content
                         Course Development/Production

          Read over the first 1 ½ pages of
          the handout. What questions or
              comments do you have?

© 2011 BlueStreak Learning, LLC                          16
Kick-off Meeting Agenda

                         Team Introductions
                         Goals for the Project
                         Work Process/Deliverables
                             The second-most effective way to
                         Roles defuse landmines is to get the
                                and Responsibilities
                         Toolsentire project team on the same
                               and Templates
                         Branding/Style Guidelines
                            page at the beginning of the project.
                         Visuals and Media Elements
                         File Sharing and Version Control
                         Action Items and Next Steps


© 2011 BlueStreak Learning, LLC                                     17
Kick-off Meeting Agenda

                         Team Introductions
                         Goals for the Project
                         Work Process/Deliverables
                         Roles and Responsibilities
                         Tools and Templates
                         Branding/Style Guidelines
                         Visuals and Media Elements
                         File Sharing and Version Control
                         Action Items and Next Steps


© 2011 BlueStreak Learning, LLC                             18
eLearning Project Tracking
                                   100 % Project Completion
        Deliverable               Budget Actual    Difference   Overage
                                  Hours Hours                   Rationale
        Design Document             12      10         +2
        Storyboard    The third most effective way to 50%
                               20    36       -16      Lesson
                   defuse eLearning landmines is to plan
                                                       longer than
        Lesson production
                     establish40 tracking system and50%plan
                                a    50       -10      Lesson
                                                       longer than
        Alpha, beta, QAmonitor16the projectIf regularly.
                                     12
                                              the lesson is 50%
                                              +4
                                                    longer than planned,
        revisions
                                                     does it make sense
        Meetings & calls  4   7                      that we’re 25% to reduce
                                                        -3       Trying to
        Earlier in the countdown =                  more timeover defuse
                                                                 content
                                                           budget?
        Project management          8       10          -2       Lesson size issues
        Project Status              98      123        -25


© 2011 BlueStreak Learning, LLC                                                       19
eLearning Project Tracking
                                   100 % Project Completion
        Deliverable               Budget Actual    Difference   Overage
                                  Hours Hours                   Rationale
        Design Document             12      10         +2
        Storyboard                  20      36         -16      Lesson 50%
                                                                longer than plan
        Lesson production           40      50         -10       Lesson 50%
                                                                 longer than plan
                                                     If the lesson is 50%
        Alpha, beta, QA             16      12          +4
                                                    longer than planned,
        revisions
                                                     does it make sense
        Meetings & calls            4        7       that we’re 25% over reduce
                                                         -3      Trying to
                                                                 content
                                                            budget?
        Project management          8       10           -2      Lesson size issues
        Project Status              98      123        -25


© 2011 BlueStreak Learning, LLC                                                       20
eLearning Project Tracking
                                  30 % Project Completion
        Deliverable               Budget Actual     Difference    Overage
                                  Hours Hours                     Rationale
        Design Document             12      10          +2
        Storyboard                  20      36          -16       Lesson 50%
                                                                  longer than plan
        Lesson production           40      0            +40
                                                  If you don’t address this,
        Alpha, beta, QA             16      0            +16
                                                   the production team will
        revisions                                   have 43 hours to do a
        Meetings & calls            4       4       56 hour job or Trying to reduce
                                                          0        you will
                                                       be over budget.
                                                                   content
        Project management          8       7           +1        Lesson size issues
        Project Status              98      55          43



© 2011 BlueStreak Learning, LLC                                                        21
Your Turn

                   Raise your hand if you want to provide a
                   tip about:
                   • Scoping an eLearning Project
                   • Kick-off Meetings
                   • Project Tracking




© 2011 BlueStreak Learning, LLC
Q&A

                      What questions do you have?




© 2011 BlueStreak Learning, LLC
Contact Information


                                   Jennifer De Vries, CPT
                                 BlueStreak Learning, LLC
                             jennifer@bluestreaklearning.com
                                       630-842-1865

                          Thank you for your time and attention.




© 2011 BlueStreak Learning, LLC                                    24

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CETS 2011, Jennifer De Vries, slides for Defusing Landmines in eLearning Projects

  • 1. Defusing Landmines in eLearning Projects © 2011 BlueStreak Learning, LLC 1
  • 2. Event Vision The purpose of today’s event is to: Provide a forum for eLearning professionals in the Chicago area to share their knowledge and experiences with each other. Create a space where event participants can view the latest eLearning technology products and get to know local eLearning supplier/partners. Create a community of eLearning professionals who work together on eLearning projects. © 2011 BlueStreak Learning, LLC 2
  • 3. Session Objectives At the end of this session you will be able to: List common issues that can sidetrack an eLearning project Use a list of scoping questions to assess potential issues before the project starts Facilitate a project kick-off meeting that sets appropriate team member expectations Use tracking and communication techniques to address issues before they blow-up © 2011 BlueStreak Learning, LLC 3
  • 4. Please Participate Interactive presentation Discussion points noted along the way Learn from our collective scars It’s about our community of practice © 2011 BlueStreak Learning, LLC
  • 5. eLearning Landmines We’ll discuss four common types of landmines: Course delivery (LMS) SME time Revisions Scope creep © 2011 BlueStreak Learning, LLC 5
  • 6. Course Delivery Story One of my worst days ever! Project: IBM Partner Training © 2011 BlueStreak Learning, LLC
  • 7. Course Delivery: Lessons Learned Test the delivery platform (LMS) early in the development process Load a prototype in the LMS Test on target audience computer or similar Focus on items that may stop or distort the course Firewalls Corporate IT policies OS, browsers, screen resolution Resolve any issues you find early in the course development process © 2011 BlueStreak Learning, LLC 7
  • 8. SME Time Stories . Tell us about this incident and what you think caused the problem. © 2011 BlueStreak Learning, LLC
  • 9. SME Time: Lessons Learned Common misunderstanding: SMEs don’t realize how much of their time is required to develop a solid eLearning course. © 2011 BlueStreak Learning, LLC 9
  • 10. SME Time: Lessons Learned Explain the options for gathering and revising content and the risks with each method You read, research & interview/SME reviews & revises SME writes/You revise & reformat Do NOT expect the SME to be the eLearning designer Based on the selected method, explain the time you need from the SME early and often Initial development Reviews and verification When you’re not getting what you need, discuss: Issues and possible resolutions with SME Options with management and/or stakeholders © 2011 BlueStreak Learning, LLC 10
  • 11. Revision Stories Two New System Training Projects For both, the cost was double the estimate How many times do we go back and forth? Newton’s Cradle © 2011 BlueStreak Learning, LLC
  • 12. Revisions: Lessons Learned When you have more than one or two reviewers: Appoint a decision-maker to consolidate revisions into one list. Hold a revision discussion meeting to make decisions about which revisions will be made. Keep your revision cycles and versions clear. When working with unstable content, consider delaying the project start until the content stabilizes. Make sure you discuss the cost of the revisions (time & money) and gain agreement from managers and stakeholders. © 2011 BlueStreak Learning, LLC 12
  • 13. Scope Creep Story Project: 18 Lesson Healthcare Curriculum This issue affects over half our eLearning projects © 2011 BlueStreak Learning, LLC
  • 14. Scope Creep: Lessons Learned Compare scope to current status regularly Determine the root cause of the scope creep Course length/amount of content Content changes/revision cycles Level of interactivity or media Review issue with stakeholder ASAP Present problem in factual, data-driven manner Offer options to increase time, money, change deliverables, or better control project elements Agree and communicate action plan to team members © 2011 BlueStreak Learning, LLC 14
  • 15. Your Turn Raise your hand if you want to provide a tip for dealing with one of these potential landmines: • Course Delivery (LMS) • SME Time • Revisions • Scope Creep © 2011 BlueStreak Learning, LLC
  • 16. Scoping eLearning Projects Six types of items to assess Stakeholders/Owners & Results The Needed most important way to defuse landmines iseLearningthe right & Previous to ask Experience Expectations questions before you start the project Targetplan according to the and Audience and Course Delivery answers you get. Existing Content Course Development/Production Read over the first 1 ½ pages of the handout. What questions or comments do you have? © 2011 BlueStreak Learning, LLC 16
  • 17. Kick-off Meeting Agenda Team Introductions Goals for the Project Work Process/Deliverables The second-most effective way to Roles defuse landmines is to get the and Responsibilities Toolsentire project team on the same and Templates Branding/Style Guidelines page at the beginning of the project. Visuals and Media Elements File Sharing and Version Control Action Items and Next Steps © 2011 BlueStreak Learning, LLC 17
  • 18. Kick-off Meeting Agenda Team Introductions Goals for the Project Work Process/Deliverables Roles and Responsibilities Tools and Templates Branding/Style Guidelines Visuals and Media Elements File Sharing and Version Control Action Items and Next Steps © 2011 BlueStreak Learning, LLC 18
  • 19. eLearning Project Tracking 100 % Project Completion Deliverable Budget Actual Difference Overage Hours Hours Rationale Design Document 12 10 +2 Storyboard The third most effective way to 50% 20 36 -16 Lesson defuse eLearning landmines is to plan longer than Lesson production establish40 tracking system and50%plan a 50 -10 Lesson longer than Alpha, beta, QAmonitor16the projectIf regularly. 12 the lesson is 50% +4 longer than planned, revisions does it make sense Meetings & calls 4 7 that we’re 25% to reduce -3 Trying to Earlier in the countdown = more timeover defuse content budget? Project management 8 10 -2 Lesson size issues Project Status 98 123 -25 © 2011 BlueStreak Learning, LLC 19
  • 20. eLearning Project Tracking 100 % Project Completion Deliverable Budget Actual Difference Overage Hours Hours Rationale Design Document 12 10 +2 Storyboard 20 36 -16 Lesson 50% longer than plan Lesson production 40 50 -10 Lesson 50% longer than plan If the lesson is 50% Alpha, beta, QA 16 12 +4 longer than planned, revisions does it make sense Meetings & calls 4 7 that we’re 25% over reduce -3 Trying to content budget? Project management 8 10 -2 Lesson size issues Project Status 98 123 -25 © 2011 BlueStreak Learning, LLC 20
  • 21. eLearning Project Tracking 30 % Project Completion Deliverable Budget Actual Difference Overage Hours Hours Rationale Design Document 12 10 +2 Storyboard 20 36 -16 Lesson 50% longer than plan Lesson production 40 0 +40 If you don’t address this, Alpha, beta, QA 16 0 +16 the production team will revisions have 43 hours to do a Meetings & calls 4 4 56 hour job or Trying to reduce 0 you will be over budget. content Project management 8 7 +1 Lesson size issues Project Status 98 55 43 © 2011 BlueStreak Learning, LLC 21
  • 22. Your Turn Raise your hand if you want to provide a tip about: • Scoping an eLearning Project • Kick-off Meetings • Project Tracking © 2011 BlueStreak Learning, LLC
  • 23. Q&A What questions do you have? © 2011 BlueStreak Learning, LLC
  • 24. Contact Information Jennifer De Vries, CPT BlueStreak Learning, LLC jennifer@bluestreaklearning.com 630-842-1865 Thank you for your time and attention. © 2011 BlueStreak Learning, LLC 24