From the course: Instructional Design: Working with SMEs

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Kickoff call: Establishing the relationship

Kickoff call: Establishing the relationship

From the course: Instructional Design: Working with SMEs

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Kickoff call: Establishing the relationship

- Once you feel adequately prepared, it's time to set up that first caller meeting with your SME, so you can kick off the project. This is where you'll set the tone for the relationship, and learn more about your SME. By the end of it you should have a complete project scope of work doc, so you're both clear on what you're doing. You can find a pdf template of this doc in the exercise files for this course. My advice for that first meeting is pretty standard for any first meeting in a new business relationship. Show up early, be prepared, be an active listener, and ask a lot of questions. I usually set aside about an hour with three different twenty minute blocks. Bur regardless of the time you take, figure that you will spend about a third of it with one third getting to know each others' work and establishing the relationship, the next third focused on the project vision, and the next third to set up your schedule. We'll cover vision and schedule in the next two movies. Of course…

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