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802 When You Can't Do It All: Coaching SMEs to Help Design Quality Training

10:00 AM - 11:00 AM Friday, October 22

Many of us wear multiple hats and are a team of one or part of a small team. Others design and develop technical content for which we are in no way an expert. We team with SMEs who end up designing their own instruction. This often leads to "Death by PowerPoint" or other poor practices. But what if you could coach a SME to provide content based on instructional design principles without putting in a lot of extra effort?

In this session, you will join me on a journey from frustration to success, experiencing the 'ah-ha' moments and changes that turned this experience around. As the session progresses, you will learn how to guide subject matter experts to utilize instructional design processes and principles without teaching them to be full-blown instructional designers. You'll see before and after examples and learn about the turning points, as well as the not-so-successful choices I made. Suggestions will be divided into three categories: Planning templates, Agile project management techniques, and coaching strategies. You will leave this session with techniques and documents that you can adapt to use with your stakeholders.

In this session, you will learn:

  • Why SMEs resist and how to coach them into partnering for quality
  • How to coach SMEs on the value of a systematic approach to designing and developing training
  • How to use an instructional template to guide SMEs to writing learning objectives and assessment questions
  • How to use an instructional template to help SMEs create a storyboard that is ready for an instructional developer
  • How to apply Agile project management to the design and development of on-demand / self-paced learning
  • Tips and tricks for guiding SMEs to design visual instructional elements that encourage learning

Technology discussed in this session:

Microsoft Office Documents (Word, PowerPoint, and Excel), Articulate Storyline 360

Carie Whitehead

Senior Technical Leader: Instructional Designer

UCAR

Carie Whitehead is passionate about education and has been since childhood. Her career has always centered around adult learning with most of the past 30 years in positions that include information technology, corporate training, higher education, inward and outward facing instruction for nonprofits, and instructional design/development.  She has a unique talent for translating tech-speak to English and currently uses this to create learning opportunities and programs for software implementations. Her passion is science-based design that reduces cognitive load and leads to effective learning outcomes. As a creative techie, she loves creating interactive, fun, and engaging self-paced courses. Carie was nominated for a major company award in 2019 for her work in implementing a new learning management system and received a performance recognition award in 2020 for outstanding leadership and technical excellence. She's been presenting at Guild conferences since 2019 and looks forward to every opportunity to learn and share with this community.

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