Join Jolie Miller for an in-depth discussion in this video Kickoff call: Establishing the relationship, part of Instructional Design Essentials: Working with SMEs.
- 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, you can adjust this timing…
The course also shows you how to set up project schedules, overcome common obstacles, and use a variety of approaches to ensure that the content you build together will be stronger than the content either of you would build alone. The lessons are framed by a fictional ID/SME relationship that models how the two partners work together to create a customer-service training session.
- What is an SME?
- Understanding how designers and SMEs interact
- Getting to know the SME
- Building a schedule
- Outlining the content
- Managing deliverables
- Retaining the SME's voice
- Incorporating feedback
- Launching the content