You want to create an action-packed online experience that revolutionizes learners’ behavior. Your subject matter expert wants you to faithfully reproduce every lovingly polished bullet of their 217-slide PowerPoint presentation. Is there any hope for your relationship?

Everyone knows that in any relationship, it’s the other person who needs to change. So let’s change your SME.

1. Read what they gave you.

Before you do anything else, read all 217 slides. Respect the effort that the SME has put into their work and try to understand what they wrote. And make a note for future projects: Don’t let SMEs create PowerPoints. Ask them for an informal brain dump instead, or an interview, or any other format that they won’t put so much work into.

2. Involve them from the beginning

If you use Action Mapping, include the SME in the very first discussions with your client, when you identify the goal. Ask the SME to help answer these questions: (more…)

You lurch awake at 2 AM, thinking, “What if the client asks where I put sub-policy 12.5B? Did I cover it? Where?”

At the start of an elearning project, your client will often give you more information than will be useful. Some of it will go into your elearning material, some will go into job aids, and some will get cut. Here’s one way to track what happens to your client’s favorite content.

1. Agree on the goal and activities.

Make sure the client and you agree on what the materials are supposed to accomplish and, therefore, what content is likely to be included. Action mapping can be handy for this.

I start the content-sorting process when we’ve agreed on a high-level outline that briefly describes each activity and suggests what information will be needed.

2. Copy the client’s content files.

I work from copies so I can mark them up. The originals go into an “originals” folder.

3. Choose a place to dump the relevant info. (more…)