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Coaching SMEs to Produce
Rock-star Videos
Debbie Richards, Creative Interactive Ideas
David Curtis, Aramco Associated Company
Austin, TX • June 8 – 10, 2016
Development Team
SME
Subject
Expert
Provides
the content
Developer
Training
Expert
Focuses
the content
Things You Must Always Do When
Working With SMEs
• Show appreciation for the time and effort your
SMEs invest in your project.
• Acknowledge their content expertise.
• Take the time to really know your SMEs’
strengths and weaknesses.
• Always provide clear guidelines on their roles
and your expectations.
• Be attentive and responsive to SME
concerns.
Things You Must Always Do When
Working With SMEs
• Be as flexible as possible while realizing
SMEs have busy professional lives outside
your project.
• Always seek their review and comments.
Encourage diversity and collaboration.
• Make sure every SME has a chance to
participate in discussions and meetings.
• Always provide copies of finished products
and projects.
• Celebrate milestones and victories with your
SMEs.
SMEs Perspective
• Enjoy the creative
tension.
• Make your SMEs part of
your design team.
• Don’t ignore or take SME
participation for granted.
• Don’t revisit discussions
or decisions already
completed.
• Involve all SMEs equally
in discussions.
Pre-Production Planning Checklist
• Define your business objective
– Answer this question: What do you want to
happen when people finish watching your
video?
• Dave’s answer
– Smoothly coordinated evacuation
• Be familiar with the process/sequence/coordination
of evacuation of the airplane.
• It’s a dance between the pilot and the flight
attendant.Note: Some projects may involve multiple SMEs!
Pre-Production Planning Checklist
• Define your audience.
– Answer this question: What does this
audience care about and how does your
service relate to those concerns?
• Dave’s answer
– Flight crew
– Responsible for safety of the passengers
on the airplane
Pre-Production Planning Checklist
• Develop your message.
– Answer this question: What specific problem are
we trying to solve and how do we communicate the
solution to that problem?
• Dave’s answer
– The danger/threat – not proper coordination,
people can be injured or killed.
– Timing and direction provided by the pilot – flight
attendants must execute.
Pre-Production Planning Checklist
• Concept – What’s the big idea.
– Answer this question: What is the idea for
this video?
• Dave’s answer
– Instead of reading a manual – let people
live it.
Pre-Production Planning Checklist
• Treatment and Storyboard.
– Answer this question: What are the list of details
that need to be included in the video?
• Dave’s answer
– Pilot will coordinate what he is doing in sequence
(give perspective behind the scenes)
– Flight attendant’s commands
– Flight attendant performing the evacuation on the
plane
Pre-Production Planning Checklist
Storyboard
• Script / Narration – what is being said by
whom on-screen or as voice-over.
• What is being shown on screen – where is
the action taking place and who or what is
in each scene.
• What other elements (logos, text,
animations, music track, sound effects
etc.) are needed to support what is being
said and shown.
Storyboard
Intro –Talk
about
doors (FA)
Video –
Armed (FA)
Scenario –
Emergency
( Pilot)
Scenario –
Be
prepared
(FA)
Video –
Evacuation
(FA)
Summary
(Pilot)
Let’s Rehearse!
Production Strategy
• Plan ahead and
rehearse!
• Be prepared
• Consider quality
• Keep it short
• Keep it simple
Plan Ahead
• Filming each video
may be more time
consuming than
initially thought
• Don’t spend time
during the shoot
figuring out what
will go into the
video.
Be Prepared
Make sure you plan ahead and take care of
as much as possible before the shoot.
• Make sure you have all of the equipment
necessary.
• Learn some beginner tips for setting up
lighting and capturing sound.
• Know how many people will need to be
there, and make sure you have a
schedule in mind for everybody involved.
Consider Quality
• Find a good balance
that works for your
course and budget.
• Even minor steps
can make a huge
difference – like
investing in a tripod
or a good
microphone.
Keep It Short
Bite-sized
videos around
five minutes
each is usually
a good target
length, for both
instructors and
learners.
Keep It Simple
Stick to the basics and focus on the best
way to explain your material.
Pre-Production and Practice
• Give your SME
an outline and
desired learning
goals.
• Have a practice
run before the
day of the shoot.
Roll Camera
• Help your SME play the role of an EDUTAINOR
(combination of an educator and an entertainer)
Roll Camera
• Capturing the SME’s passion for the
subject will help to engage learners.
• Try not to script or control the shoot too
much or the passion might be lost.
• Always think about what you would be
willing to watch.
Tips
• Work with your subject matter expert to
find the best way to meet the instructional
goals.
• Obtain written permission before filming in
a secure area.
• Get written permission from everyone
appearing in the footage.
• Try and have the SME on hand at the
shoots to confirm that the action captured
is what is needed, and that it will work in
the context of the class.
Tips
• Bring copies of everything to have on hand at
the shoot. You need immediate access to
contact information, scripts, permission forms,
and every other document relevant to
production.
• Shoot more footage than you need to increase
your chance of getting the right shot, especially
if you are working without scripts.
• Capture as much as you can while everything
is in place, because you won’t get a second
chance (most likely) to shoot again.
Resources
Rapid Video Development for Trainers: How
to Create Learning Videos Fast and
Affordably - Jonathan Halls
https://www.td.org/Publications/Books/Rapid
-Video-Development-for-Trainers
SMEs From the Ground Up
https://www.td.org/Publications/Books/Smes-
from-the-Ground-Up
@cre8iveii
Resources
• http://www.learningsolutionsmag.com/articl
es/185/six-steps-to-creating-high-quality-
video-training
• http://www.learningsolutionsmag.com/articl
es/174/producing-hd-video-in-an-
education-setting-a-case-study
• http://www.storyguide.net/gear/sme.html
• http://onemarketmedia.com/2013/04/16/vid
eo-pre-production-planning-check-list-11-
steps-to-a-successful-project/
@cre8iveii
Resources
• Subject Matter Expert: 5 Tips for
Working with a SME
• Episode 1: Managing Subject Matter
Expert Time
@cre8iveii
Contact Information
Debbie Richards, Creative Interactive
Ideas
• debbie@cre8iveii.com
• Twitter: @cre8iveii
• Phone: 713-419-1198
@cre8iveii

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Video SME Rock Stars

  • 1. Coaching SMEs to Produce Rock-star Videos Debbie Richards, Creative Interactive Ideas David Curtis, Aramco Associated Company Austin, TX • June 8 – 10, 2016
  • 3. Things You Must Always Do When Working With SMEs • Show appreciation for the time and effort your SMEs invest in your project. • Acknowledge their content expertise. • Take the time to really know your SMEs’ strengths and weaknesses. • Always provide clear guidelines on their roles and your expectations. • Be attentive and responsive to SME concerns.
  • 4. Things You Must Always Do When Working With SMEs • Be as flexible as possible while realizing SMEs have busy professional lives outside your project. • Always seek their review and comments. Encourage diversity and collaboration. • Make sure every SME has a chance to participate in discussions and meetings. • Always provide copies of finished products and projects. • Celebrate milestones and victories with your SMEs.
  • 5. SMEs Perspective • Enjoy the creative tension. • Make your SMEs part of your design team. • Don’t ignore or take SME participation for granted. • Don’t revisit discussions or decisions already completed. • Involve all SMEs equally in discussions.
  • 6. Pre-Production Planning Checklist • Define your business objective – Answer this question: What do you want to happen when people finish watching your video? • Dave’s answer – Smoothly coordinated evacuation • Be familiar with the process/sequence/coordination of evacuation of the airplane. • It’s a dance between the pilot and the flight attendant.Note: Some projects may involve multiple SMEs!
  • 7. Pre-Production Planning Checklist • Define your audience. – Answer this question: What does this audience care about and how does your service relate to those concerns? • Dave’s answer – Flight crew – Responsible for safety of the passengers on the airplane
  • 8. Pre-Production Planning Checklist • Develop your message. – Answer this question: What specific problem are we trying to solve and how do we communicate the solution to that problem? • Dave’s answer – The danger/threat – not proper coordination, people can be injured or killed. – Timing and direction provided by the pilot – flight attendants must execute.
  • 9. Pre-Production Planning Checklist • Concept – What’s the big idea. – Answer this question: What is the idea for this video? • Dave’s answer – Instead of reading a manual – let people live it.
  • 10. Pre-Production Planning Checklist • Treatment and Storyboard. – Answer this question: What are the list of details that need to be included in the video? • Dave’s answer – Pilot will coordinate what he is doing in sequence (give perspective behind the scenes) – Flight attendant’s commands – Flight attendant performing the evacuation on the plane
  • 11. Pre-Production Planning Checklist Storyboard • Script / Narration – what is being said by whom on-screen or as voice-over. • What is being shown on screen – where is the action taking place and who or what is in each scene. • What other elements (logos, text, animations, music track, sound effects etc.) are needed to support what is being said and shown.
  • 12. Storyboard Intro –Talk about doors (FA) Video – Armed (FA) Scenario – Emergency ( Pilot) Scenario – Be prepared (FA) Video – Evacuation (FA) Summary (Pilot)
  • 14. Production Strategy • Plan ahead and rehearse! • Be prepared • Consider quality • Keep it short • Keep it simple
  • 15. Plan Ahead • Filming each video may be more time consuming than initially thought • Don’t spend time during the shoot figuring out what will go into the video.
  • 16. Be Prepared Make sure you plan ahead and take care of as much as possible before the shoot. • Make sure you have all of the equipment necessary. • Learn some beginner tips for setting up lighting and capturing sound. • Know how many people will need to be there, and make sure you have a schedule in mind for everybody involved.
  • 17. Consider Quality • Find a good balance that works for your course and budget. • Even minor steps can make a huge difference – like investing in a tripod or a good microphone.
  • 18. Keep It Short Bite-sized videos around five minutes each is usually a good target length, for both instructors and learners.
  • 19. Keep It Simple Stick to the basics and focus on the best way to explain your material.
  • 20. Pre-Production and Practice • Give your SME an outline and desired learning goals. • Have a practice run before the day of the shoot.
  • 21. Roll Camera • Help your SME play the role of an EDUTAINOR (combination of an educator and an entertainer)
  • 22. Roll Camera • Capturing the SME’s passion for the subject will help to engage learners. • Try not to script or control the shoot too much or the passion might be lost. • Always think about what you would be willing to watch.
  • 23. Tips • Work with your subject matter expert to find the best way to meet the instructional goals. • Obtain written permission before filming in a secure area. • Get written permission from everyone appearing in the footage. • Try and have the SME on hand at the shoots to confirm that the action captured is what is needed, and that it will work in the context of the class.
  • 24. Tips • Bring copies of everything to have on hand at the shoot. You need immediate access to contact information, scripts, permission forms, and every other document relevant to production. • Shoot more footage than you need to increase your chance of getting the right shot, especially if you are working without scripts. • Capture as much as you can while everything is in place, because you won’t get a second chance (most likely) to shoot again.
  • 25. Resources Rapid Video Development for Trainers: How to Create Learning Videos Fast and Affordably - Jonathan Halls https://www.td.org/Publications/Books/Rapid -Video-Development-for-Trainers SMEs From the Ground Up https://www.td.org/Publications/Books/Smes- from-the-Ground-Up @cre8iveii
  • 26. Resources • http://www.learningsolutionsmag.com/articl es/185/six-steps-to-creating-high-quality- video-training • http://www.learningsolutionsmag.com/articl es/174/producing-hd-video-in-an- education-setting-a-case-study • http://www.storyguide.net/gear/sme.html • http://onemarketmedia.com/2013/04/16/vid eo-pre-production-planning-check-list-11- steps-to-a-successful-project/ @cre8iveii
  • 27. Resources • Subject Matter Expert: 5 Tips for Working with a SME • Episode 1: Managing Subject Matter Expert Time @cre8iveii
  • 28. Contact Information Debbie Richards, Creative Interactive Ideas • debbie@cre8iveii.com • Twitter: @cre8iveii • Phone: 713-419-1198 @cre8iveii

Notas del editor

  1. Subject matter experts (SMEs) have expert knowledge to share. For rapid development situations or just-in-time training, SMEs can contribute good, solid content videos that can be shared with learners—and they can create the videos when they have the time or when a situation arises that would be a great video example, such as demonstrating a process or recalling a dangerous situation. SMEs are the subject experts, while you are the training expert A SME provides the content while you arrange that content into material that can easily be learned
  2. What do you want your video to do? To raise awareness? To drive traffic to a landing page? To motivate your customers to buy your product? To influence key decision-makers in your industry? To showcase your company as being environmentally conscious ? To clearly differentiate you from your competitors? To save money on travel costs for training or sales? To educate a new target audience on important issues affecting your industry? To drive prospects to the booth at the next trade show you will be attending? The list is infinite but each business objective should have a matching outcome that you can measure. If you can’t clearly articulate your business objective you are wasting your time and money. ‘Having a video up on your website’ or ‘keeping up with your competitors’ are not business objectives. Determining a business objective allows you to focus on outcomes. Lack of clear focus is the principle reason why business videos fail. Marketing is the process of communicating the value of your product or service to a specific audience. You probably have a very narrowly defined audience who can benefit from your product or service. You have to know who your customers and prospects are and you have to differentiate your message for that specific audience. This step typically requires some degree of research. The more narrow the focus the greater chance of success because you can deliver a message that you know your audience cares about. What is the demographic make-up of your target audience? What are the needs, preferences and biases of this audience?
  3. What do you want your video to do? To raise awareness? To drive traffic to a landing page? To motivate your customers to buy your product? To influence key decision-makers in your industry? To showcase your company as being environmentally conscious ? To clearly differentiate you from your competitors? To save money on travel costs for training or sales? To educate a new target audience on important issues affecting your industry? To drive prospects to the booth at the next trade show you will be attending? The list is infinite but each business objective should have a matching outcome that you can measure. If you can’t clearly articulate your business objective you are wasting your time and money. ‘Having a video up on your website’ or ‘keeping up with your competitors’ are not business objectives. Determining a business objective allows you to focus on outcomes. Lack of clear focus is the principle reason why business videos fail. Marketing is the process of communicating the value of your product or service to a specific audience. You probably have a very narrowly defined audience who can benefit from your product or service. You have to know who your customers and prospects are and you have to differentiate your message for that specific audience. This step typically requires some degree of research. The more narrow the focus the greater chance of success because you can deliver a message that you know your audience cares about. What is the demographic make-up of your target audience? What are the needs, preferences and biases of this audience?
  4. By message I mean what are the ideas, themes or topics that you need to communicate. Ideally there is only one principle message but if you have a broader purpose in mind for your video then you may want to include two or three key messages. What are the things that you need to tell your audience that will resonate with them and what do you expect them to understand AND remember after they have watched your video. Obviously, the more messages you include the less likely your audience is to understand and remember any of them. Often (especially for broadcast commercials) video projects start off as concepts in search of a purpose. (“Imagine a video with these amazing roller-blading babies in diapers, someone’s gonna want it!!!) I suppose that if your concept is epic enough then you can tag a logo on just about any idea and realize some benefit but the execution of most clever ideas never reaches the giddy expectations imagined at conception. So… back to earth, the vast majority of video production concepts are driven by both practical and creative imperatives. The ‘concept’ or ‘idea’ can be as simple as ‘let’s move the CEO out from behind his big desk and show him actually talking to customers’ or it can be as complex or grand as your imagination and budget allow. Either way, this is where the value is really created. No one might remember who’s idea it was to invite all your brand enthusiasts to a one day event and film them talking about your product but that may be the’ big idea’ responsible for tripling subscription rates on your website. Unfortunately, it’s very difficult to charge for ideas so they typically get wrapped up in execution costs.
  5. By message I mean what are the ideas, themes or topics that you need to communicate. Ideally there is only one principle message but if you have a broader purpose in mind for your video then you may want to include two or three key messages. What are the things that you need to tell your audience that will resonate with them and what do you expect them to understand AND remember after they have watched your video. Obviously, the more messages you include the less likely your audience is to understand and remember any of them. Often (especially for broadcast commercials) video projects start off as concepts in search of a purpose. (“Imagine a video with these amazing roller-blading babies in diapers, someone’s gonna want it!!!) I suppose that if your concept is epic enough then you can tag a logo on just about any idea and realize some benefit but the execution of most clever ideas never reaches the giddy expectations imagined at conception. So… back to earth, the vast majority of video production concepts are driven by both practical and creative imperatives. The ‘concept’ or ‘idea’ can be as simple as ‘let’s move the CEO out from behind his big desk and show him actually talking to customers’ or it can be as complex or grand as your imagination and budget allow. Either way, this is where the value is really created. No one might remember who’s idea it was to invite all your brand enthusiasts to a one day event and film them talking about your product but that may be the’ big idea’ responsible for tripling subscription rates on your website. Unfortunately, it’s very difficult to charge for ideas so they typically get wrapped up in execution costs.
  6. Your concept or idea is the big picture idea. A ‘treatment’ is a summary of how you realize that idea. On larger projects the treatment is usually a one page summary of your idea which will outlines the style of the video and the devices used to communicate your key messages.  From there you need to flush out the video in detail (typically by scene).   For this a ‘storyboard’ is created to outline the various sections of your video. The storyboard takes your concept or idea and considers things like: do you use voice-over to support what is being shown; do you use animation anywhere; do you employ actors, if so which ones and how; do you use music to set a tone or maintain a pace; what locations do you shoot at; etc. This is the step where you determine the style, the flow, the length (more on this step below) and the structure of your video. The storyboard is the physical manifestation of the treatment.
  7. Even if you don’t plan on developing a detailed storyboard (as a rule you should…) it’s still a very valuable exercise to write down the structure of your video. It allows you to think through the video in a logical fashion and share this vision with others. It’s also a tremendously valuable tool for accountability. You can’t ask your production company when the video is finished why something wasn’t included during shooting if it wasn’t included in the storyboard.  A well written storyboard holds everyone involved accountable.
  8. Time is precious. The more prepared you are, the easier it will be to shoot the video efficiently. Filming each video may be more time consuming than initially thought. Don’t spend time during the shoot figuring out what exactly will go into the video, when that can be planned ahead of time.
  9. The actual day of production can be tricky for many first-time video producers. Make sure you plan ahead and take care of as much as possible before the shoot. This includes making sure you have all of the equipment necessary. Take some time before production to learn some beginner tips for setting up lighting and capturing sound. Know how many people will need to be there, and make sure you have a schedule in mind for everybody involved. Also, be prepared to make mistakes. Allow for more time than you may expect to give the team a little bit more breathing room. Multiple takes will certainly be required for some shots, but resist the urge to rush production. And lastly, remember to breathe. Video production can be tricky, but it can also be incredibly rewarding and valuable. It’s ok if the shoot isn’t professional-grade, but if your team is as prepared as possible, everything will be fine.
  10. A low-quality video, whether it involves bad acting or jerky motion, will do more harm than good. Course users aren’t expecting a Hollywood-style film here; they understand that video e-learning is an inherently challenging task. That said, learners will have a hard time focusing on the information you are trying to present if they are instead noticing major flaws that detract from the message. Find a good balance that works for your course and budget. Even minor steps can make a huge difference – like investing in a tripod or a good microphone.
  11. When you’re making training videos, consider your viewer first. Videos should be fresh and engaging, yet concise and to the point. Bite-sized videos around five minutes each is usually a good target length, for both instructors and learners.
  12. Don’t bother with fancy special effects in your online training videos. Users aren’t expecting a Hollywood-quality video; instead, stick to the basics and focus on the best way to explain your material. A simple picture or illustration can work wonders in getting your message across. Speak clearly, avoid unnecessary jargon, and keep your audience in mind at all times.
  13. The easiest way to fail with online video training is to have your SME show up the day of the shoot and wing it. The SME may be an industry pro who speaks and teaches weekly, but even the smallest of problems or frustrations can throw off someone’s game. Once your SME is upset by something, it’s very difficult to reset the mood and get quality training. The best approach is to give your SME an outline and desired learning goals, and to have a practice run before the day of the shoot. As simple as that sounds, having both parties agree on a game plan is 90% of the battle. The day of the practice run, give your SME options. Some people need a teleprompter; some people are horrible with them. It is up to you to understand how the SME will best deliver training. I would suggest experimenting before the day of the shoot. Make the SME’s personality shine, and don't worry about perfection. The more comfortable the instructor, the more engaged the learner. Having a few mistakes gives the SME more humanity and personality. If the SME is prepared, it will show through in the video and your learners will benefit.
  14. Once the camera starts rolling, you have to be several different people at once. You must produce the course like a television show, and you must make sure that the instruction is solid and clear. Help your SME play the role of an EDUTAINOR (combination of an educator and an entertainer)/
  15. Make sure the subject matter expert is prepared on the day of the shoot, otherwise everyone will be wasting time. Capturing the SME’s passion for the subject will help to engage learners. Try not to script or control the shoot too much or the passion might be lost. Always think about what you would be willing to watch. Make your SMEs happy and comfortable. You want them to be who they are. Try not to make your talent feel like they have to act; after all, this is not Hollywood. Explain to your talent that if they mess up, don't stop; let them keep on going. I also suggest that you record each video in segments that are just two to seven minutes long. This allows the SME to take a breath and doesn’t put as much pressure on them. You can always go back to redo a few segments. Make sure beforehand that you’ve tested your video and audio equipment, and that you have all the bugs out before the talent arrives. Don’t over-think; creating training video should be simple and fun. If the presentation becomes boring, your audience might not engage in the content and they will not learn.