Designing Virtual Learning That Pays Off (Part 2)

August 22, 2017 08:53 by Dana Peters
Measuring Success Back on the Job   In our last post, we discussed building the pathway to learning application to help learners apply what they have learned in the virtual classroom back on the job. This was the first of two items we believe need to be included in the design of virtual learning programs in order to make sure valuable resources (time and money) do not go to waste. As a reminder from the Part 1 post, those two things we need to include are A “post learning event path” that helps our learners apply what they have learned back on the job. A plan to measure results back on the job. This plan should address the following two statements:  We know we are successful when_________________.  We will measure that success by__________________. With number one under our belt, today we’re going to talk about the plan to specifically measure those results back on the job. When it comes to measuring and evaluating learning, I turn to my colleague who is an expert in this area, Ken Phillips, CEO of Phillips Associates. You are probably familiar with the Kirkpatrick Model with the four levels of learning evaluation. Ken outlines these levels in his article: “Learn the Secrets of Survey Design”. In summary those levels are:   Level 1: identifies learner reaction to your program. Level 2: measures whether or not your learners learned anything. Level 3: measures whether or not learners actually applied what they learned back on the job. Level 4: measures whether the business has improved as a result of the applied learning. For the purposes of this post we are going to focus in on Level 3 and Level 4. For a Level 3 survey to be effective, Ken provides several tips in regard to content, format, and measurement. As mentioned, more details can be found in Ken’s “Learn the Secrets of Survey Design” article. Unlike a survey issued to the learner immediately following your virtual learning program (Level 1), the Level 3 evaluation should also involve those interacting with the learner, often referred to as observers.  Observers (those that work with, for, or supervise the learner) are in the position to provide valuable feedback on observable behaviors they are experiencing in their interactions with the learner. Interviews, surveys, and 360-degree assessments are solid tools to support Level 3 evaluation. Level 4 evaluations, according to Ken, are the holy grail of evaluations. I agree. The c-level executives are looking for evidence of business results from their investment in learning and development. Ken suggests thinking about Level 4 evaluations in two phases: (1) Identifying business metrics that have a strong relationship with learning program content and (2) connecting the learning program to the business metrics. Check out Ken’s article: “The Holy Grail of Learning Evaluations: Level 4” for more details. How about you? How do you achieve Level 3 and 4?

Designing Virtual Learning That Pays Off (Part 1)

August 16, 2017 10:00 by Dana Peters
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Is Your Virtual Training Program On Target or Missing the Mark?

July 25, 2017 09:00 by Dana Peters
Is your virtual instructor-led training (vILT) program meeting the needs of your business, or is it falling short of expectations? If your program is not quite hitting the mark, perhaps there is work to be done in one of the following five key areas. PlanningPlanning is an important step early in the process to ensuring the success of your program. Proper planning is centered on the goals you have for each of your vILT classes. What are you trying to accomplish? Identify key learning objectives and design your class to meet those objectives. Identifying your needs will help you decide which platform, delivery method, and learning design will put you in the best position for success. For more information on planning your vILT course, check out a recent post on evaluating learning objectives for the virtual classroom. PreparationEveryone knows that preparation is important but it is often the part of the process that gets short changed. Many companies will spend thousands of dollars in resources designing their vILT programs, and not nearly as much time or energy making sure their facilitation team is fully prepared to deliver the sessions. We see this most when industry experts or professionals are looped into the process after the design phase of the program. While the content and subject matter might seem like an easy leap for many industry professionals, the environment, the technology, and the delivery method may be more of a stretch and requires skill development and preparation. We recommend the use of dress rehearsals as part of the preparation process. A dress rehearsal gives every key player involved in the session, a chance to work through the kinks, test equipment, and practice “hand-offs” planned during the session. For more tips on preparation check out our post on dress rehearsals.Delivery Effective delivery is where the rubber meets the road. Your virtual facilitators can make or break your virtual training simply on how they deliver the session. Do they have well developed facilitation skills? Are they enthusiastic and knowledgeable about the topic? Do they present with energy or do they sound as if they are reading from a script? We recommend the use of a content outline, and a detailed facilitator guide for the session. This will allow facilitators to deliver the course material in a manner that achieves the core objectives while also letting learners drive discussion. We’ve done several posts on facilitator delivery techniques and preparation. Check those out here and here.EngagementPart of delivery is engagement. If your learners aren’t engaged throughout the session, the learning objectives cannot be met. A good facilitator will engage with learners on a personal level. They will incorporate existing technology to ask questions, encourage dialogue, and drive discussions. As mentioned in the delivery section, facilitators should be able to meet the course objectives while letting learners drive the discussion in directions most applicable to them. Check out our post on facilitating versus teaching for more information on engaging your learners. Follow-up Feedback and follow-up is the most easily forgotten part of a successful vILT program. This is important for two reasons.First, for the continuity of your program. Gathering feedback from your learners will provide you with valuable information on what is working and what isn’t, what needs to be changed, adapted, or cut. Secondly, following up with your learners is the ultimate litmus on whether or not your vILT program is actually accomplishing your learning objectives. Are learners accomplishing what is intended, back on the job? Is it truly applicable to their careers? Whether or not your learning objectives are met determine the ultimate success of your vILT program from both a learner perspective and the business results perspective. Watch for our two part post on learner follow up coming next month.Avoiding any one of these key steps could be a mistake for your vILT training program. Take a look at your program; are you accomplishing each one of these? Are there others you would add to the list?

Creating Learning Videos Using VideoScribe

May 24, 2017 10:00 by Dana Peters
We’ve all probably participated in a virtual instructor-led training (vILT) session where video clips were utilized. Either in a class-time activity, part of a pre-work assignment, or even embedded into marketing materials to promote the learning event. You might think those videos cost hundreds, even thousands of dollars, to create and require a team of career videographers to produce. In some cases, you are right, but today, I’d like to share with you a unique and inexpensive tool we’ve used to create whiteboard-style animation videos on a few instructional design projects. The tool is called VideoScribe. VideoScribe provides anybody, from experienced videographers to complete novices, the ability to create high-quality, whiteboard-style animation videos. Our designers have used the product to create learning videos for vILT courses but, for us, this tool has turned into what I call a “two for one”. Not only are we using it on instructional design projects, but we are also using it for our own marketing purposes as a creative way to communicate who we are and what we do. You can learn more about VideoScribe and how it is being used to communicate concepts, share ideas, and create awareness on their website. The client work we have done with the tool is confidential, but you can check out one of the promotional videos we developed to support our own company marketing efforts: The creative possibilities seem endless. What ways do you think you could utilize VideoScribe in your learning programs?  

Three Questions to Size-Up Learning Objectives for the Virtual Classroom

May 10, 2017 10:00 by Dana Peters
There are so many options when it comes to training delivery methods for your employee learning programs. How do you know when virtual instructor-led training (vILT) is the right fit?To help decide, you need to determine if vILT will meet some of your learning objectives. Notice I said some, not all. This is because usually one delivery method will not get the entire job done. It makes sense that you want your chosen delivery method to meet a healthy portion of your learning objectives, but a blended learning approach is probably going to be the most effective. A strategy that combines a blend of learning opportunities that work together to comprehensively meet all the learning objectives is often the recipe for success.But let’s get back to the question…how do you know if virtual instructor-led training is the right fit for some of your learning objectives?When working on learning design solutions for clients, we ask ourselves the following three questions to confirm whether or not vILT will meet each of the learning objectives. Do the learners need each other for learning to happen? Do the learners need to be in the same place, at the same time, to learn from each other? Will learners be able to demonstrate achievement of the stated learning objective in the virtual classroom? Let’s look at an easy example of these questions in action.Goal StatementBicycles are a popular mode of transportation in our community. The purpose of this course is to reduce accidents involving bikes by promoting the practice of bicycle safety amongst our bike riders.Learning ObjectivesBy the end of this course, participants should be able to: Explain the rules of the road Identify common bicycling hazards Determine ways to reduce the risk of crash, injury, or death Recommend appropriate safety gear Ride a bike safely Now let’s evaluate each of these objectives against our three questions. As you can see by our example: We answered “yes” to 8 out of the 15 questions (more than 50%). Only one of the learning objectives would be completely addressed exclusively through vILT. (#3 - Determine ways to reduce risk of crash, injury, or death.) Considering the learning goal statement, it is an important one. The response to “Will learners be able to demonstrate achievement of the stated learning objective in the virtual classroom?” is a “yes” on four out of the five learning objectives. Two out of the five learning objectives require learners to be in the same place, at the same time. All and all, this is a prime example of the need for a blended learning approach. vILT would be a viable option in combination with other pre-session and post session exercises, readings, knowledge checks, assignments, and partner work on the road. Hopefully, these three questions serve as yet another tool to help you evaluate the role the vILT plays in meeting your organization’s learning needs.

Perfect Timing; Not by Accident, by Design.

April 4, 2017 10:00 by Dana Peters
Time is one of our most precious commodities. Everybody values it, and most people want more of it. That’s why, within your instructional design deliverables, we recommend you develop a Timing Outline for the Virtual Facilitator(s) and Virtual Producer to use as they prepare for and deliver the virtual instructor led-training (vILT) courses you design for them. In previous posts, we’ve talked about the four components of a successful vILT program, but even the most well planned sessions can quickly get off track if facilitators and producers don’t keep an eye on time. When designing our professional development workshops for clients, we always create and use a Timing Outline. This helps our delivery team identify, at a glance, the planned timing allocation for each content segment within the session. This tool is not only helpful during the preparation process but is a critical resource in the moment during a live session. We’ve included a sample of the timing outline below. As you can see, not only do we map out the time for each content segment, but we’ve also built in cushions for a late start, the session kick-off, questions, and the wrap up. These additional time allocations are often overlooked, but it’s important to account for them. If you don’t build in time for a late start or session kick-off, your delivery team may start the session already behind. As they near the end of the session, valuable material or exercises may need to be modified or cut in order to end the session on time. While we certainly do not want our facilitators to cut content, we do recommend ending the session on time. Participants are busy, we want them to be engaged in this learning experience, not worry about how rushed or late they will be because the session ran long. From our experience, if the facilitator attempts to continue past the session end time, participants will tune out or log off anyway. The timing outline will provide everyone involved in the delivery process a clear idea of where everyone should be within the course content at any point in time, and how much time is remaining in the overall course. Setting up the outline, and having it utilized during dress rehearsals and practice sessions will enable you, as the designer, to confirm whether or not your design can effectively be delivered in the time frame of the session or if additional tweaks are needed.In addition, a timing outline is an excellent training tool for facilitators and producers that are new to the content. We’ve created this template that will allow you to fill in the session duration and work backwards filling in each exercise, assignment, or section. Feel free to customize it for your particular program. Our hope is it helps you with a successful vILT delivery. What about you? What have you developed to help your delivery team keep track of time during their sessions?

Considerations When Working with a Global Audience

February 15, 2017 10:00 by Dana Peters
Virtual instructor-led training (vILT) presents unique opportunities and challenges for companies with operations throughout the world. On one hand, a vILT program can bring together learners from all over the world, efficiently and cost effectively.  On the other hand, there are a few more considerations to keep in mind when facilitating and designing learning content for a global audience. From our experience working on global vILT projects, we wanted to share a few key points we think might be helpful for you to consider. Instructional Design What you show and share during your virtual session needs to be applicable to a global audience. This means any image, particularly images representing metaphors, must be broadly understood. Using an image of a bird with a worm in its mouth with a sunrise in the background to represent moving swiftly on a new market opportunity, may not create the mental connection you are looking for with anyone who doesn’t know or understand the expression, “The early bird gets the worm!” Pay close attention to examples, case studies, or stories you’re including within your learning to make sure they are globally applicable as well as inclusive of multiple cultures. Use pre-work as an opportunity for participants to prepare responses for questions the facilitator will pose in class or contributions the participants may need to make to exercises. This will build confidence for non-native speakers to be more comfortable speaking out and participating in class. Facilitation Techniques Facilitating to a global audience can be even more challenging. Many times you will be presenting to learners who don’t natively speak your language. Let’s use English as an example. Many learners around the world know and understand English, but many don’t consider themselves fluent. It’s important to speak clearly, enunciate your speech, and slowdown in pace. The number one piece of constructive feedback our clients receive from learners is that the facilitator speaks too fast. Consider what specific questions and directions you will pose in class verbally. We suggest having those questions written out on the slides, posed as poll questions, or posted in the chat. Often times, second language learners will be more comfortable reading the questions or writing their responses than speaking. This will encourage active participation from all learners. Consider also posting key learning objectives in the chat or in written form as well. Keep in mind; this may take up some extra class time. Work with your course designers so they understand whom your core audience is and the need to build in extra time for communication. While speaking, it may be tempting to refer to current events, pop culture, or to speak in slang or jargon. Be wary, these references may not connect with learners not native to your country. Additionally, we suggest practicing pronunciation of foreign names. While most learners will not be upset if a virtual facilitator mispronounces their name, they will notice your effort to try and get it right. This will help with connecting with the learner on a personal level and encourages engagement and active participation as well. Scheduling Scheduling is another item to consider when working with a global audience. Pay close attention to the differences in time and eliminate time-sensitive phrases like “Good Morning” from your delivery. During breaks or when timing portions of your learning program don’t use the exact time it is for you. Instead practice using phrases like “ten past the hour” or “half past the hour” to make your time reference applicable to all learners, regardless of time zone. It’s important also to consider global holidays and traditional work hours across the world when scheduling your virtual learning session. For example, most companies would avoid scheduling a virtual learning session on Thanksgiving Day here in the United States, but Thanksgiving isn’t celebrated globally. Independence Day is different for every country, and religious holidays take priority over work in some countries too. While it will be impossible to accommodate every country around the globe, be aware of where your learners are located. Take care to consider major public holidays and work hours. There are many considerations to working with a global audience. What other strategies do you have?

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Events | Learning | Training | Virtual Learning

Using Movie Trailers to Prepare Your Participants

November 3, 2016 10:00 by Dana Peters
Successful virtual learning programs engage learners before they even log in the virtual classroom. The purpose of bringing learners together live and online is to allow for the opportunity to collaborate, explore new ideas, and build on each other’s experiences. Time in class together is very precious. The work we ask our learners to invest independently, before class in prework, should set the knowledge base foundation they will need to be an active contributor in class and add value to their learning experience. As instructional designers, specifically for courses that take place in the virtual classroom, we have developed a variety of different types of prework. Recently, we created pre-work for a few clients that also doubled as promotional video clips for virtual training courses we were developing. We called them movie trailers. These short videos are easy to view and not only help inform potential participants about the session to create interest in registering, but quickly educates them on core concepts related to the topic in an entertaining way. I wanted to pass along the tool that we used to create these clips.  Filmora is a video editing software that provides frame-by-frame preview, basic editing capabilities, and simple and advanced effects in an easy-to-use, modern interface. In addition to on screen titles and text, split screen capabilities, and picture in picture, the screen-recording feature allows you to record video directly from your computer. So if you’re doing a promo video for a training session on internal process procedures or software, you can capture video that directly illustrates the process. The video stabilization feature can help steady even an amateur videographer’s shaky hand, or fast-moving images. Overall, we found Filmora to be extremely user friendly. You can utilize a lot of the program’s capabilities with the free version, but may need to upgrade (for a minimal cost) if your plan is to share or post your video on the web. What tools are you using to create video clips?

Visual Appeal: The Importance of Visual Elements in the Virtual Classroom.

August 9, 2016 10:00 by Dana Peters
We’ve all, undoubtedly, heard the expression, “A picture is worth a thousand words.” In my business, I’ve learned that that may actually be an understatement. The design and application of visual elements is critical to a successful virtual presentation or training session. I would argue that the virtual classroom is a visual medium, more so even than a face-to-face classroom environment. Rather than looking at a physical presenter, participants in the virtual space are staring at a screen. It is important that what learners are visually taking in, strongly supports and enhances the instructional message.Studies across industries have found that images, info-graphics, and videos are at least 500 percent more likely to be seen than words that deliver the exact same message, and it goes beyond just the use of images. Visual Design components like aesthetics, colors, and fonts can enhance and encourage engagement and retention.  As a side note, Tim Slade, an e-learning professional, author and speaker for Artisan E-Learning and E-Learning Uncovered, has a lot to say about this. I featured his perspective in a previous post.Visual components in the virtual classroom to consider include the PowerPoint presentation, any electronic documents that are shared or displayed, video clips, image files, webcams, and the physical classroom layout (if customizable). We will cover the visual use of webcams in a future post, but today I’d like to focus mainly on the PowerPoint presentation, the primary visual tool for your classroom. The visual aesthetic of your pre-work materials, as well as any shared or displayed documents is important too, but serve mostly as secondary visual tools. The ideas I present ahead will apply to these secondary visuals as well. First and foremost, I have a few key guidelines for you to consider when designing your virtual classroom slides: Less is More The words on your slides should be just enough to reinforce or support your discussion. It should not be a script of what you are planning to say. Use whitespace. What’s NOT on the slide is just as important as what is. Whitespace helps draw attention and allows your participants to focus in on what is important. Make it Interesting and Relevant In the virtual classroom, slides are a key visual element, they should capture interest quickly. Make sure images are on target and easy for participants to connect with. Are they relevant and suitable for the message you are trying to communicate? Design slides that spark conversation and get participants thinking. Be Clear and Consistent Maintain focus, don’t cover several topics on one slide. Don’t force the participant to read text packed slides, they can’t read & listen to what you, and others, are saying at the same time. Let’s take a look at an example. This “before slide” demonstrates what NOT to do. So where are the opportunities for improvement? There are way too many words on this slide. We’ve determined already that participants cannot read and listen at the same time. The image on the slide is too large, there’s no whitespace, it’s difficult to read, and there’s not a clear focal point. Next, same slide, but designed using our key guidelines. You’ll notice: The image is smaller, which makes it more relevant and less distracting. There’s more whitespace on the slide. We’ve also chosen to illustrate the “process” through movement in boxes rather than bullets. This allows the viewer ample space to comprehend. Additionally, the text that appears on the slide is both important and useful, it doesn’t repeat, but offers a highlight of the important concepts. Visually, the second slide is more appealing. It captures the attention of the viewer, and encourages questions, discussion, and participation. Remember, in the virtual classroom, your participants will mostly be looking at the screen, at your presentation. Virtual sessions often bring together participants from all over the world. While languages across the globe come with their own anecdotes, expressions, and idioms, when selected appropriately, images can be universal. What can be said in 300 words on a slide can be said with a single image and potentially be understood in virtually every language. What can you share about your experiences with virtual presentations? I’d love to hear your thoughts.  

Eight Must-Have Resources for Every Virtual Learning Professional

July 27, 2016 10:00 by Dana Peters
I read, and I read a lot. The virtual training world is fast moving, and ever changing. For me, one way to ensure I’m staying current with virtual learning trends is to learn from the experiences of others. Each spring, I go through a pretty massive spring-cleaning regimen. Clothes that no longer fit, papers I no longer need, and books I’ve already read, but never seem to pick up again…gone. Books take up a lot of space, and even though I’ve read a lot of great books, I don’t keep the majority of them. The following eight books, however, always remain.  While I’m always on the lookout for more, the books below have served me well as my “go to” resources for tips, best practices, and inspiration for the work I do in the virtual learning space. I hope they will do the same for you. •        Visual Design Solutions by Connie Malamed In the virtual space, visual design is critical. If the design falls short, the quality of the learning experience and end results will too. The easy-to-read comprehensive format allows me to hone in on specific design solutions, concepts, and real life applications. I regularly reach for this book while I’m consulting on projects with clients or creating instructional materials for our own professional development workshops. •       The Book of Road-Tested Activities by Elaine Biech This book is an excellent resource for ideas and techniques associated with engaging training activities. As a virtual learning professional I’m always looking for great tried and tested group activities to implement in our virtual learning environments. While many of the activities in this particular book are created for the in-person ILT environment, they still often spark my creativity as I design for the virtual classroom. Not only does author, Elaine Biech, provide several well-tested games and activities, she also segments the activities by content areas such as communication, listening, sales, teamwork, and leadership skills. •        The Successful Virtual Classroom by Darlene Christopher This book is another good resource for effective engagement. As you can imagine, engagement is paramount for a virtual session to be successful, and author Darlene Christopher provides several proven techniques to engage the online audience. I find myself reaching for this book regularly for example case studies, stories of successes and failures, but also great tools, techniques and example checklists. I am also honored to be quoted in this book. (Thanks, Darlene!) •        Interact and Engage! by Kassy Laborie and Tom Stone Did I mention that engagement is paramount? This is another excellent resource for breaking the monotony of the virtual lecture.  The authors do an excellent job of remedying poor online training experiences and utilize several activities and training techniques to not only improve engagement, but also drive retention of information. The book provides numerous example activities and exercises for taking your virtual session to the next level. Plus it’s written in a light and humorous tone, making it an easy read. •        10 Steps to Successful Virtual Presentations by Wayne Turmel Author, Wayne Turmel, provides a quick, easy-to-read, resource for nearly every kind of virtual presentation in this book. The book coaches virtual presenters on how to appear calm under pressure, and engage as if they were conducting an in-person session, which is no easy feat for most people. He provides general rules, tools and lists to help guide his reader, and I find myself using this book regularly as a resource for my team, my clients and as a reminder for myself. •        Great Webinars: Create Interactive Learning That Is Captivating, Informative, and Fun by  Cynthia Clay Cynthia Clay is the chief executive officer of Net Speed Learning Solutions. She has worked in the online learning space for a number of years, and shares her wisdom and wealth of experience in this book. She too, put together an easy-to-read resource for creating and managing virtual sessions. I find myself regularly referring to her book when I’m working with clients to really zero in on their eLearning strategy. Her focus is on blended learning. The book outlines best practices, and the importance of meaningful content and an engaging delivery approach to maximize learning. •        Live and Online by Jennifer Hofmann This is another design and interaction resource for me. The book walks you through techniques and suggestions for participant involvement, outlines what works and what doesn’t work in the virtual classroom, and helps you to identify whether or not the tools you’re using are helping or hindering collaboration. Hofmann provides sample exercises using familiar tools.  I use this book regularly as I review instructional design plans for a new or repurposed course. •        The Virtual Presenter’s Handbook by Roger Courville Yet another “bible” for the virtual learning professional, with more tips on how to keep remote attendees engaged. This book provides me with guidance to help train all types of facilitators, and help prepare them for working in the virtual environment. As we all know, it’s different than presenting or facilitating in-person. This book includes several “mistakes” facilitators should avoid when transitioning from an in-person presentation to a virtual presentation. What are your “go to” resource books? Share with me in the comments, I’d love to hear.