Needs Analysis

We dive deep to understand the needs of your learners, ​the instructional challenges, and the desired outcomes. ​This thorough groundwork ensures that the solutions I ​develop are targeted and effective.

The project kicks off with a meeting that brings together all key stakeholders and subject matter experts. This meeting ​sets the stage for the project by defining:

• Desired performance outcomes
  
• Project requirements and scope
  
• Clear project roles
  
• High-level timelines and deliverable deadlines
  
• Audience, seat time, and delivery modality
  

During this phase, I gather crucial data to identify underlying causes and recommend the best solutions. This involves ​determining if training is needed and, if so, what type.

In the needs analysis, I will

• Identify performance gaps through interviews, surveys, focus groups, observations, and data reviews
  
• Analyze trends
  
• Analyze the audience to understand their job roles, departments, tech proficiency, location, and whether they ​work remotely or on-site
  
• Analyze tasks to identify the most common mistakes, why they happen, and the critical aspects of performance ​tasks
  

Design

Next is a crafted and detailed blueprint for your ​instructional experience, combing creativity with ​strategic planning to ensure that the learning journey is ​engaging, impactful, and memorable.

Using the results gathered from the analysis phase and feedback from subject matter experts, I:

• Define clear learning objectives
  
• Map these learning objectives to assessments and business goals
  

Next, I create a detailed design document outlining:

• Business purpose
  
• Target audience
  
• Seat time
  
• Training recommendations
  
• Deliverables
  
• Learning objectives
  
• Training outline
  
• Assessment plan
  

I send the design document for review and incorporate the feedback. Then, I create a storyboard or prototype that ​includes:

• A detailed description of branding (fonts, color palette), images, and layout
  
• A slide-by-slide description of visuals, slide text, narration/voiceover, animations/interactions, and ​corresponding learning objectives
  

I share the storyboard or prototype with the SMEs for review, implement their feedback, and then move on to the ​development phase.

Develop

Here I'll bring the blueprint to life. Using cutting-edge ​tools and technologies, I'll create dynamic and interactive ​learning materials that will captivate and educate your ​team.

The project kicks off with a meeting that brings together all key stakeholders and subject matter experts. This ​meeting sets the stage for the project by defining:

• Desired performance outcomes
  
• Project requirements and scope
  
• Clear project roles
  
• High-level timelines and deliverable deadlines
  
• Audience, seat time, and delivery modality
  

During this phase, I gather crucial data to identify underlying causes and recommend the best solutions. This involves ​determining if training is needed and, if so, what type.

In a needs analysis, I will:

• Identify performance gaps through interviews, surveys, focus groups, observations, and data reviews
  
• Analyze trends
  
• Analyze the audience to understand their job roles, departments, tech proficiency, location, and whether they ​work remotely or on-site
  
• Analyze tasks to identify the most common mistakes, why they happen, and the critical aspects of performance ​tasks
  

Development is one of my favorite parts of the process! I thrive on creating interactive learning experiences across ​various modalities. Here are some examples of the tools and features I use:

• Storyline: Scenario-based learning, avatars, voiceover, states, layers, triggers, variables, branching scenarios, ​accordions, 360-degree images for virtual tours, knowledge checks, and quizzes
  
• Rise: Carousels, flip cards, markers, and buttons
  
• Camtasia: Scripts, voiceover, callouts, tutorial learning, podcast editing, and promotional videos
  
• Vyond: Scenario-based learning, avatars, scripts, voiceover, and varied scenes
  
• PowerPoint: Instructor-led training, discussions, breakout rooms, small and large group exercises, skill-based ​practice, and both virtual and in-person formats
  
• Canva: Clean designs, posters, job aids, infographics, gifs, and other microlearning tools
  
• Inkscape: Vector graphics creation for clean and scalable design elements used in various learning materials
  

I apply visual design and adult learning principles to ensure the learning experiences are relevant, engaging, and ​avoid cognitive overload.

The development phase typically includes several feedback and revision cycles, known as Alpha, Beta, and Gold ​revisions. Each cycle involves reviews from SMEs and other stakeholders, with feedback implemented before moving ​to the next cycle.

Implement & Evaluate

I ensure the smooth rollout of the learning solution and ​assess its impact. I provide support to facilitators and ​learners for continuous enhancement of the learning ​experience.

Upon completing the final revision of the development process, I either hand off the course for implementation or ​facilitate it myself. During facilitation, we track results to ensure effectiveness. For eLearning courses, I prepare them to ​be uploaded, administered, and tracked in a learning management system (LMS).

Here’s how I manage this:

• Publish the course to create a zip file and SCORM package
  
• Hand off the zip file to an LMS administrator
  

After implementation, I use various levels of evaluation following the Kirkpatrick Model to track learning and training ​impact:

• Kirkpatrick's Level 2: Learning
  
• Final graded quizzes and knowledge checks built into the training
  
• Provides immediate feedback to the learner and can be coupled with Level 3 evaluations
  
• Kirkpatrick's Level 3: Behavior
  
• Observe and assess behavior 1-2 months after the training through observation, interviews, and learner ​performance assessments
  
• Ideal for assessing on-the-job outcomes following the training
  

This comprehensive approach ensures that training is not only effectively delivered but also meets its intended impact ​on learners and the organization.

The more you do for others, the more you have.

The more you give to others, the greater your ​abundance.

Lao Tzu - Tao Te Ching

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