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The Highlight Reel

When you’re an Instructional Designer or Trainer and in the job market, employers and recruiters often ask to see a sample of your work. It is also a common topic when simply discussing design ideas with colleagues.

Instead of directing anyone to multiple blog posts, I thought I’d link to some of my favorite prior posts in one spot. It will make it easier for me to share my work samples and will (hopefully) make it easier for potential employers to see what I can do!

FAQ Scroll Panel This example includes multiple buttons in a scrolling panel to address frequently asked questions.

Invitation Previously an email and text based message, a simple slide show creates an engaging invitation to attend instructor led training.

Select Avatar Wouldn’t it be neat if your learner/user could select an avatar to represent himself/herself/themself during the training lesson? This example includes two slides to do that, but the variable and logic used could be repeated, continued throughout a course.

Video Background Why limit your slide background to just an image? This example travel policy uses a video background.

Policy Scroll Panel It can be difficult to present text heavy information in an engaging format. Use a scrolling panel to collect learners’ policy acknowledgement so your training can focus on the behavior or action needed for policy compliance.

Problem Solving All twenty-seven squares in the problem solving grid have states, triggers, and logic to help the learner practice problem solving skills while planning a birthday party.

The Pros and Cons of Writing eLearning Narration Scripts

I’ve spent a fair amount of time in the last few months editing training audio and narration.  While it is a necessary step in producing high-quality eLearning, it can be a frustrating part of the process when you have an audio file that needs a lot of “clean up”.  I’m talking about the narration and audio files that include countless “umms”, fillers, unnecessary dead space, or mumbles.

To ensure the audio recording and editing process is as efficient as possible, I encourage the subject matter expert responsible for contributing content to also prepare a script for narration recording.  I thought I would present my case with a list of PROs and a few CONs.  Of course, I will also provide ideas on how to work through the (CONs) downside of scripting.

PRO:  Using a script to record training audio, can help prevent mumbles, filler language, umms, or gaps in audio.  While a singular poorly narrated slide can be easily addressed, what type of time drain does it become to clean-up a lengthy training project?  Also, those fillers can add unnecessary length to the lesson.  This is time your learner may not have to spare.

PRO:  You can make writing the narration a part of your storyboarding process.  In a previous role, our storyboards were built in a table format with a space for the slide title, a brief description of what would be included visually, and a third space for narration that would accompany the slide. 

CON:  Regardless of where you add the process of writing narration, it will require a bit more time of you, subject matter experts, or other stakeholders.  But wouldn’t a well-crafted script that results in a solid narration recording save time during your review and editing process?

PRO:  You can solicit feedback from subject matter experts and other persons involved earlier in the project.  If you can reach a consensus or agreement on the script, you may prevent having the re-record narration when concerns arise regarding what is said versus what should have been said.  This can be an especially important step when you are preparing training for compliance and safety topics, and I’m certain your legal team and other experts will appreciate being involved with the script preparation.

CON:  It can be challenging to read and record a script you didn’t write.  You might say and word things differently than I would.  During the script review process, involve your voiceover talent (if possible).  If he/she/they suggest changes that won’t negatively impact the content or ideas, have your team discuss implementing those changes to make his/her/their recording work easier.

CON:  Reading from a script can almost feel forced, memorized, or less extemporaneous than recording audio narration “off the cuff”.  Don’t over rehearse!  Instead, simply read through the script briefly.  Highlight any passages or areas that may need special attention (like hard to pronounce words). When it is time to record, your voiceover will hopefully feel familiar without being over-done.

PRO:  If you need to provide documentation regarding the topics, the script can be an invaluable resource.  Whether you need to provide detail of what was said for employee status discussions, revisions based on policy or procedure changes, or legal action (employment status / performance cases, harassment cases, discrimination cases), a prepared and approved script will allow you to quickly provide the necessary information.

The fillers and mumbles I mentioned earlier are unavoidable.  There may always be a need to clean-up narrations, but I hope the list above helps you see the value in preparing training scripts.  You can easily add this step to your storyboarding process to create an engaging, quality narration that holds the learner’s attention.  Do you have a PRO, CON, or best practice regarding your eLearning script process?  Please share your ideas in this post’s comment section.

Stay tuned for future posts with more ideas on how to craft an ideal script!

Feedback Master Slides

One of the most convenient offerings of Articulate Storyline is that a lot of features and design needs are canned, or built-in, and immediately populate based on your work. For example, when you add a freeform or question slide Articulate will immediately add the layers for correct, incorrect, or try again layers.

But what do you do if the slide layout for your activity doesn’t really match the standard or templated feedback layers? Similar to Slide Masters, you can build Feedback Masters to better suit your style or needs. The option to adjust, format, and add Feedback Masters is available from the View tab.

This is a simple adjustment to give your training a more polished and custom look. I have attached images of two examples here, and I have also included a standard layout from Articulate for comparison. Keep this design and formatting option in mind with your next project or next freeform slides.

This is one of the “canned” feedback layers available. While the design is clean and modern, it covers the base layer content.
In this custom Feedback Master, the feedback appears at the bottom of the screen with the interaction remaining visible behind the layers adjusted transparancy.
This second custom master shows a similar concept, but with the feedback moved to the right side of the screen with the base layer content appearing on the left side of the screen (behind the layer’s transparency).

Building a Human Library Collection – Part 2

In my last post, I introduced the idea of using a Human Library as a training event – to either share institutional knowledge or to simply build relationships, communication skills, and understanding between your employees. (Use the link I enclosed if you need a review on the concept and basics of a Human Library.)

With the second (of two total) posts, I’ll resume my idea for the Human Library. Here’s we’ll review scheduling, logistics, communication, administering the event, and post event follow-up.

1) Schedule your event, considering participants (books and readers), promoting your event, and other logistics.

Of course, you’ll want to pick a date that is suitable and relatively convenient – don’t forget to reserve an event space.  (We’ll discuss the space for hosting the Human Library in more detail later.)

  • If your event focuses on building organizational knowledge, you may work with your organization’s supervisory staff to determine where participants may need to grow.  For example, if the participant isn’t working with the MIS staff, there may be minimal need for the participant to “read” book 1. If a participant works in an area that struggles with customer relationships, it may be vitally important for him / her / them to read book 3.
  • After your supervisor’s have selected where participants should converse with a human library book, consider how you will notify the “reader” of the event and his / her / their assignment.
  • If you event goal is to build relationships, you may want to allow readers to sign up to the topics (books) he / she / they are interested in learning more about.  You can use any application or site to allow participants to sign up, or even a simple sign up by posting a piece of paper in a convenient location.  Don’t forget to assign a deadline for registration.
  • If the event is open for any person in the organization to attend, you might have a variety of options to communicate regarding the learning opportunity.  How would you usually announce instructor-led training?  That may be an option for your Human Library

One more comment on scheduling – if there are topics that may be sensitive for your “books”, be sure he / she / they will have a chance to step away on occasion, to decompress or collect himself / herself / themselves between guests or readers.

2) There are other logistics you’ll want to consider, too.

Be sure there is adequate space for your event.  You will need chairs for your “books” and other participants.  Also, be sure there is enough space to separate your books, so other conversations do not spill over or becoming distracting. 

Regarding your room setup, you may want to label each “book”, maybe with a sign above his / her / their seat or space.  You could also create a map of the room’s layout for participants to reference upon arrival.

You may want to establish ground rules to ensure participants stay on topic.  If you’re worried about conversations failing to kick-off your “human books” could prepare a brief statement or introduction, or you could share a few suggested questions with your readers. 

Set a time limit – not too long or not too short.  Be sure to sound a warning and call for wrap-up a few minutes before the conversation time expires.

Also, be sure you (or other training staff or trusted organizational staff) are available to circulate in the room.  You will want to be available to address any participant questions or step-in should there be any question or concern with a book / read conversation.

3) As with any training event, your last step is to take participants’ pulse and collect feedback.

This may be especially important if the event is focused on organizational knowledge. Remember, you should keep the survey simple and maybe focus on a simple rating and a few open-ended questions.  Keep the learning goals you established with the “readers” supervisor in mind when you are creating your survey questions.

“During the human library, I learned __________”
“When I return to my work-space and tasks, I can apply the following information that I learned from __________ (insert book’s name here): __________”
“I would like more information regarding the __________ procedure / process __________ (insert book’s name) mentioned during the human library.”

Lastly, check-in with your “book” participants, too.  He / she / they may have heard something from a reader, an interesting idea or questions, that you can use to grow your human library and training plans.  Of course, you will want to offer your thanks, that he / she / they were willing to share their knowledge and experience to benefit others. 


I miss instructor led events and being in the classroom with others and learners.  Until then, you could even conduct a smaller library (one book, multiple readers) in one Zoom, Teams, or other virtual meeting format.  When the pandemic passes, when social distancing ends, or when you need a relatively simple event to kick-off training, share knowledge, and grow your organization’s training agenda, consider hosting a human library.

Building a Human Library Collection

My husband is an academic librarian, and in the last few years, I’ve learned a lot about that vocation and the services libraries provide. Interestingly, there are many similarities between librarianship and training/instructional design, especially for librarians who work closely with teachers and instructors.

Before social distancing began we visited a local, public library where several people in my husband’s professional network are employed to attend a Human Library event. The Human Library is an initiative that started in Denmark over twenty years ago with the intent to create safe spaces for open dialogue between the listener and the “open book” humans in order to create more understanding, reduce stigmas and stereotypes, and build community. You can learn more about the Human Library program or find an event near you by following this link.

When you participate in a Human Library, you are allocated a brief amount of time with an “open book” human to converse regarding his/her/their unique experiences or knowledge. Immediately following our participation I realized this would be a great learning activity for a corporate or teambuilding event. In the next several posts I will detail how you could prepare a Human Library in your organization. First, we’ll talk about building your collection, but in subsequent posts I will offer ideas on how you may schedule the event, manage logistics, and follow-up after the event. These planning activities are interdependent and may run simultaneously, but for the sake of writing a blog post (or drafting a training proposal!) this seems like a logical order in which to describe a Human Library.

First, draft your “open books”:
Librarians would refer to this as building a collection.

If your event will focus on building organizational knowledge, you will want to consider who can best articulate both tactical and strategic functions. This is an excellent opportunity to engage mid-level employees with expertise in day-to-day tasks and who also have understanding on how processes and procedures contribute to helping your organization meet big picture goals.

“I have worked with the sales and marketing department for over two decades and focus on growing relationships with and retaining our established customers.”

“I am Associate Counsel and understand the contracts, insurance and liability concerns, safety, personnel, and other legal concerns of the organization.”

“I am a supervisor in our Management Information Systems group, and my team works to ensure our internal technologies and customers’ technology integrates smoothly.”

If your event is more team-building in nature, you may simply want to spark conversations that allow employees to get to know each other better. Who are the people in your organization with unique backgrounds? How have they applied this experience to achieve professional success?

“I played professional baseball for seven years before injury forced me to retire.”

“I served for two decades in the U. S. Navy, spending significant time underwater, months at a time as a staff member on a nuclear submarine.”

“I took a hiatus from our industry to pursue my childhood dream – working as a television meteorologist.”

Now that you have a grasp on the type of books you would like to be available in your Human Library, you will want to think start thinking about event logistics. Tune in for the next post, where I’ll discuss schedules, event set-up, and more!

Revisiting and revising previously published content

There were constant reminders throughout 2020, especially in the last quarter of the year. As of this past December, Adobe ceased supporting Flash, which means any content you may have developed using this software may need to be published to another format. But how do you go about revisiting previous content?

Here are a few questions that may help when you need to revisit previous projects:

  1. Is there any compliance requirement?
    This content may be required by a state agency or insurance carrier, or it may impact employee licensures and certifications. With a previous employer, a great deal of our training focused on topics related to Department of Transportation and Federal Motor Carrier Safety Regulation. This type of lesson needs to be up to date to ensure your staff remain qualified to do their jobs, or these lessons may may be mandated by local, state, or federal legislation.

    Regardless of the reason, you are accountable for making sure the organization remains accountable to this training demand.
  2. What may have the biggest operational impact?
    Maybe it is a commonly used software or a standard operating procedure, but whatever influences this topic also influences productivity and organizational success. It may be a wise idea to keep these courses, tutorials, and training products high on your list for revision or update during system updates like Flash’s retirement.

    If staff members are not abreast of the latest processes, this lack of understanding can negatively impact the organization in many ways.
  3. How many, what percentage of employees will be impacted?
    Is there a location or region specific need?
    Don’t forget to consider the number of persons or locations impacted when setting your redevelopment priorities. I’ve worked in organizations with nationwide locations, but training topics that were required based on locality or region. These topics often related to a specific customer requirements, regional issues, or local mandates. (Anyone who has managed the anti-harassment content required in California, New York, Illinois, or other states understands this demand.)

    As mentioned above, you want to ensure training initiatives meet regulatory requirements, but it can be difficult to get buy in for a training requirement that only impacts a small fraction of the workforce. That doesn’t make these topics any less important in your redevelop, republish, or update plans.
  4. Do we still need training on this topic?
    How do we store content that has been retired?
    Keeping your comprehensive catalog updated is just as important as updating the individual pieces of content. When processes or workplace expectations change and the established training is no longer relevant, be sure the content is removed from your Learning Management System, calendar, intranet site, or other places where employees may have access.

    Similarly, be sure you have a plan in place to store material that is no longer in use. You never know when you may need to reference previous training for employee development and performance plans or when preparing new training content. I prefer to store retired content in a well organized network drive, but you can brainstorm a plan based on what is most efficient for your staff, training department, and organization.
  5. Lastly, formulate a process for revisiting and revising previously published content.
    As with any project, it seems like half the battle is having a plan of action. Revisiting, updating, and retiring training content may be influenced by the size of your organization, the demands on your training function, and many other factors.

    With my current employers, most requests to revisit or revise training come from the Marketing Department, since they will quarterback product releases and updates.

    At my previous employer, the training function was smaller. Once each year, I would contact project managers and subject matter experts, name the lesson(s) we had produced during the previous year, and ask if there had been any in the material. If I learned of changes within a function or department at other times, I would also reach out. (“I heard your department developed a new protocol for “Department Process”. I’ve scheduled a meeting for DATE so we can discuss how this will impact “Training Course Title”.)

Even with carefully designed and curated content, you will still need to revisit past projects on occasion. Whether this is influenced by organizational changes, technology changes, your annual catalog maintenance and housekeeping processes, or some other factor, you are one of the staff members whose voice and expertise can influence training content and their updates. Good luck with applying a plan that works best for your revisit, update, and republish strategies!

Happy New Year!

With a new year’s arrival it is common to think of hope, possibilities, aspirations, and good things. In this year, I hope one of those good and positive things will be blog posts and design ideas that help us all learn and grow.

Unfortunately, I fell behind with my posting and writing during the last quarter of 2020. The good news is a lot of the ideas I wanted to share remain relevant in the new year.

You may have noticed plenty of alerts regarding Flash’s retirement. Since Adobe will no longer support this product, you may need to decide (or likely have already decided) how to address training productions that launch and run via Flash. Come back next week, and I’ll present a few ideas on how you may want to approach re-design and re-prioritizing training with this type of change.

Welcome back to my blog, and may your 2021 be filled with only good things!

Quick Tips for Capturing Quality Audio

Collecting audio to support the e-Leaning content that appears on a learner’s screen can be a frustrating task. If a professional voice over artist is in your budget that is great, but there are a few advantages of producing audio internally:

  • You can save money and then allocate the found funds to other areas of your project or overall training budget.
  • It is nice to features a SME or other employee, especially if your learners are accustomed to hearing this person speak on the topic.
  • If it is a new topic, it is a great way to the person that learners will depend on for follow up information.
  • This is a chance to grow a SME’s or contributor’s confidence as a presenter and development resource.
  • Using internal resources may make re-recoding content (if there are errors or future content changes) easier.

Regardless of who may record the voiceover, there are a few things you can do to make this process easier.

BEFORE

1) Get a script approval:
Be sure all stakeholders have the opportunity to review the scripts.

2) Have you voiceover person practice reading the script:
After the script is approved, have the person who will be reading for the recording practice by reading the script aloud. If he/she/they stumble over any passage, you may want to consult with SMEs to revise the passage. When you can prevent auio errors, this can save editing and re-recording time

Also, you can adjust the narration and script for any timing requirements or limitations.

Be sure you practice and record at a pace slow enough for your learner to understand, clearly enunciating. This can save time when you are not required to record rushed passages and can help prevent mumbles and stumbles.

3) Get a release form:
This may be required by your HR, Legal, or Risk Department for using an employee’s likeness/voice.  Be sure to consult with your Legal or Risk Department regarding any terms and conditions you may have with external voiceover talent.

DURING

1) Make sure you have quiet space to record:
Is there a quiet or office you can use for recording? You will want to find a space free of distraction, interruption, and ambient noise. Be sure to mute other devices (phones, computer alerts, etc) in the room.

A quick note on ambient sounds-
Sometimes, background noise may actually contribute to quality training audio. For example, when creating training for accident response I added the sounds of sirens and emergency vehicles. This sort of audio content may best best added as a separate file, sourced from a stock audio site.

2) Use a high quality microphone and windscreen:
Some computers and devices have great built in options, but I also like using my Snowball microphone. A windscreen will help reduce verbal “pops” in the final product.

3) Go slow to save time:
As mentioned earlier, speaking at a pace slow enough to create a well articulated narration helps prevent errors and creates a audio track easily understood by learners. It helps prevent the need to re-record audio.’

4) Keep going:
If your voiceover talent stumbles, take a deep breathe and then re-start the sentence where he/she/they stumble, moving forward with the recording. It will be easier to edit out a small error than manage starting over.

If your voiceover person becomes tired or frustrated, take a small break. Visit the restroom, take a sip of water, walk around or stretch, or step outside for some fresh air.

AFTER

The hard part is done! Now that you have the audio narration, you can make any edits, sync screen text and screen objects as necessary, and finalize your content and project.

A quality script can really elevate a topic. Whether you follow the process and ideas here, establishing a method and plan to capture audio can help streamline and make your course production process flow smoothly.  Share any tips you have in the comments!

Resource: Daily Agenda and Learning Goals

When hosting instructor led events, I often include an abbreviated agenda with the invitation. Since plans and schedules may change in the weeks leading to the training session, I’ve learned it is easier to distribute the detailed agenda when the event begins than make revisions to what has already been communicated. Usually, I handout a simple document- the specific schedule, presenters’ names, and a brief synopsis of the topic. For a three to four day event, this would be three to four pages of details.

A few weeks ago, I realized a daily agenda might be a better format, and I don’t think this would be any more complicated to prepare than the document I currently provide to learners. Most likely, I would supplement this with a basic agenda that simply lists presentation titles and times, presented as a handout or as a wall chart.

I’ve attached an example here. Pay close attention to the space on the right side of the document. In addition to listing details regarding the day’s events, the blank space provided for questions and follow-up goals will hopefully prompt your participant to think strategically about the knowledge he/she/they gain and how they might apply to make performance improvements in the workplace!

Agenda-and-Learning-Action

Adjust Multiple Lines of a Text Box to Enter by Paragraph

I’m excited to share this tip because I didn’t know this trick for the longest time. That’s a bit embarrassing to admit, but it also serves as a lesson- there’s always something new to learn to be a better designer and more efficient Storyline developer.

Previously when I had a group of text, like a bulleted list, I would create a text box for each line or item. On the timeline I would label each box (Point 1, Point 2, Point 3, etc) and adjust it to enter the screen based on narration cues.

As mentioned in a previous post, eliminating unnecessary and unused states, triggers, variables, and slide objects can prevent headaches when it is time to publish or troubleshoot project issues. Instead of using multiple text boxes as I mentioned above, you can use one, adjust the animation to enter by paragraph, and then adjust each line to enter the screen at the appropriate narration point.

First, simply add your text to the screen. In this example, I’ve listed basic supplies you may need when you welcome a dog into your home.

Next, adjust the animation to the desired effect and timing. In the sequence area (near the bottom of the effect options) select BY PARAGRAPH.

Now, check the timeline. You should notice a toggle-like arrow now appears with the text box, and when expanded, you will be able to adjust each line’s timing. Once you’re finished you can minimize the text box toggle. Not only have you eliminated unnecessary objects on your slide, the clean timeline is easier to manage.

Even though this is a simple example, I’ve included a link to a published version so you can see how this works.

Click here!

Virtual Training in a Socially Distanced World

I don’t know about you, but prior to the coronavirus outbreak, I would not have been ready to quickly transition instructor-led training to online instruction.  Even though I have worked in a large classroom that would allow for socially distance learning, I would not expect participants to travel or gather during quarantines, risking their health during a global pandemic.  Not only have my corporate training counterparts addressed the challenges presented by expectations and realities, I see many friends and neighbors who work at all levels of public education working diligently and creatively to help students learn from home and online.

I have collected a few ideas that may help you plan and prepare as you re-design training to present your content in a virtual classroom setting. 

  • As always, it is important that your training include interactivity.  Time and again, it has been proven this can improve engagement and retention, and now, you’re having to compete with the distractions that sometimes occur when a person is working and learning from home.
    • Why not present scenarios and then use a survey feature in your webinar or training platform to solicit feedback from participants on how they would respond to the situation? 
    • Be sure you are using the online meeting platform’s interactive features.  Is there a chat function?  Is there an annotation feature that would allow participants or presenters to write and draw on the screen for everyone to see?  How can you make those features work for you?
    • Why not use roleplay?  This will not only allow participants to practice their new skills, it can be an entertaining way to hold learners’ attention.
      • As an example, I previous presented progressive discipline training with one participant in the role of supervisor and another participant playing the employee whose performance is lacking.  You could easily send the details regarding each role to volunteers via chat functions or email when you’re training in a virtual space.
    • Instead of table or group discussions, utilize the break-out group or room features in your online meeting platform.
  • Do not require participants to be on camera, unless appearing is vital while he or she presents.  First, some people may be camera shy, and others simply may not want to share while working from home.
  • If available, you might want to enlist someone to help “drive” the training session. This person can manage break-out rooms, respond to chat questions, monitor survey responses, and take care of logistics and other concerns.  This will allow you to focus on your presentation.
  • Allow times for breaks.  Like the classroom experience, your participants will need time to go to the restroom, refill their coffee, respond to calls or emails, or even check in on other family members who are working and learning from home.
  • Don’t forget ice-breakers and chit-chat.  I always enjoyed the conversations that happened between classroom sessions and have noticed those conversations continue to build relationships and camaraderie in an online space.  Just be sure you don’t allow this to take over; stay on schedule.
    • If your typical ice-breaker may be difficult to facilitate in a virtual space, why not have a show-and-tell? Invite (but do not require) participants to share a unique knick-knack, picture, or other object in their home that they can easily bring to their desk.  It is a great get-to-know-you activity, and your participants may enjoy sharing a favorite vacation picture, a special collectible, or even introducing a pet who rests near their home office.
    • A great conversation starter I’ve been hearing a lot lately asks others about what podcast, movies, series, or other media they’ve been streaming during quarantine.  Your colleagues may will excited to share how they are spending time during socially distancing, and you (or another person within the session) may find your next favorite podcast or show! 

As mentioned, I’m not sure those of us who were not already conducting virtual training were ready to convert our instructor-led pieces so suddenly, and I hope we can use this as a lesson to be prepared for almost anything.  While I expect we will all continue to learn more about virtual training and its best practices, I highly anticipate the day we can return to the classroom spaces.  Whether you use Zoom, Microsoft Teams, Google platforms, or another system, I hope you find these suggestions helpful.  If there is an idea you would like to share, be sure to leave a comment!