Join Jolie Miller for an in-depth discussion in this video Kickoff call: Setting a shared vision, part of Instructional Design Essentials: Working with SMEs.
The second 20 minutes of your kickoff call…is when you shift into project mode,…talking about the specifics of what you'll co-create.…Some of the project details might be ones you dictate,…and others might be ones the SME weighs in on.…So the key is a collaborative conversation…to agree on outcomes and establish your ground rules.…Here's some of the content details…you'll want to nail down in this phase.…Who's the audience?…What do they need?…Will the final product be a manual,…an e-learning course, something else?…What topics will it cover?…How long will it be?…You can see I pre-filled some of this information…in Jeff's Scope of Work doc.…
And each of these questions is going to take…a little bit of conversation to answer.…So give yourself space to talk through, say,…the pros and cons of the different e-learning tools…you could build the training in,…or the ways a manual might get put together.…You'll obviously share your guidance…and best practices here, while your SME will likely…talk more about what the content…
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