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Winning Elements of eLearning Gamification

Adding Fun, Friendly Competition to Training

Jeopardy, MythBusters, trivia games, Words with Friends, Duolingo, Comedy Defensive Driving courses, and eLearning gamification… What do they have in common? They all bring fun to learning, which engages the audience and makes content memorable. As a multimedia and eLearning development company, Branch Media is mindful of the best delivery method for the content and training audience. Sometimes an eLearning game is a great choice, but only after careful consideration.

What Is Gamification?

Gamification is the process of adding games or game-like elements to something to encourage participation. 

Gamification techniques can leverage people’s natural desires for socializing, learning, mastery, competition, achievement, status, and self-expression.

When properly executed, gamification works well for several purposes, including:

  • Training: When games are aligned with learning objectives that are truly relevant to the audience, they create a training pathway that keeps people coming back for more. Most people think of an eLearning game as an alternative to a quiz. After all, they often both check understanding and retention of content taught previously. But eLearning gamification can also teach content for the first time, and we’ll share an example later in this article.
  • Marketing and Customer Retention: More than 70 percent of Forbes Global 2000 companies said they plan to use gamification for the purposes of marketing and customer retention, according to a recent survey.
  • Ideation, or structured brainstorming to produce new ideas.
  • Promoting Behaviors: For instance, the location-based Pokémon Go mobile gaming app effectively promotes ongoing physical exercise. Activity tracking devices like the Fitbit have a similar goal. They encourage users to exercise more to improve their overall health while enabling competition among friends.

Is eLearning Gamification an Effective Tool or a Money Pit?

Is eLearning Gamification an Effective Tool or a Money Pit?The idea of incorporating games into training has gotten mixed reviews. If the game aesthetics, theme, and content don’t take the audience into account, eLearning gamification may be an epic fail. However, an eLearning game that is highly interactive and fits the target audience can be one of the most effective ways to teach content and engage learners.

A game with a silly theme to eLearning aimed at lawyers or doctors is a bad idea. (And yes, we have seen other vendors do things like this way too often.) But a game about healthy living habits aimed at new employees can engage them where other forms of learning fail.

What are Some Common Key Traits of Effective eLearning Gamification?

Branch Media has the in-house resources to create engaging eLearning games and courses. We guide clients with objective and expert input as they consider whether gamification of content is right for their training audience and needs. Then we bring the project to fruition, from concept development to programming, from content integration to deployment, and every step in between.

Whether the topic is employee onboarding, leadership development, a new product launch, health and wellness, soft skills, or some other topic, eLearning gamification can be engaging and effective. We invite you to contact us to set up a full demo of our work. In the meantime, we want to give you a glimpse of some of our custom gaming solutions, including:

Example 1: An eLearning Game Website to Teach Content

A retail chain was seeking a non-traditional way to equip and inspire its diverse workforce to make healthy choices. See the gaming solution we created for this eLearning experience.

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Example 2: eLearning Gamification to Reinforce Instructor-Led Training

One of the nation’s leading transportation companies approached Branch Media in preparation for their annual leadership conference. The in-house training team knew from experience they needed reinforcement. See the gaming solution we created to drive home their face-to-face training.

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What About Incorporating Games Not on a Computer?

Branch Media also produces marketing and support materials for other types of games. For instance, a national non-profit that strives to save and improve lives planned a scavenger hunt fundraising event. How did we help make it a success? First, Branch Media created a promotional video for the event. We also developed a website to help leaders plan, build their volunteer team, and set fundraising goals. Watch the promotional video we produced to learn more about this gaming experience.

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It’s Game Time!

How well you retained the information we presented in this article? Find out as you play a game. Simply click the orange “Play Game” button, listen to the instructions, and then it’s game on.

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Win at Your Own eLearning Game

Do you want some help with your next learning game? We’ve built many long-term client relationships over the last 20 years as a multimedia and eLearning development company. We deliver creative, custom solutions that solve real customer needs. What needs do you have? Contact us to set up a meeting to discuss them and how Branch Media can help.

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We cover related topics in these articles:

More Information About eLearning Gamification

To learn more about gamification, read these articles from other sites.

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Five Pet Peeves of Custom eLearning

Do Your Online Learning Courses Annoy Your Audience?

When an organization invests resources to roll out training, it’s a huge disappointment when the audience feedback consists of eye rolls, complaints, and the indifferent “meh.” Throughout our 20 years in custom eLearning development, we have seen the best and worst of what the industry has to offer. So, as a public service, we have compiled a list of five pet peeves that are big turn-offs to online learning audiences. Avoid them like the… well, you know.

1) Forgetting who your online learning audience is.

A lot can go wrong by failing to look at the training from the learners’ perspective.

We’ve seen custom eLearning that includes slang that doesn’t resonate with the audience because of the wrong choice of words. For example, using local dialect can be a positive or a negative. Will it create an unnecessary hurdle for people who are not native English speakers, or will it make the audience connect more with the training?

Another mistake that falls in this category is not identifying technical terms your audience already knows. Defining terms already mastered can lull the audience into boredom or, worse yet, insult their intelligence. On the flip side, assuming they already know a term or abbreviation when using it in custom eLearning is a sure-fire way to leave your audience confused.

This pet peeve encompasses issues beyond the choice of words. What happens when the style is not well-suited for the audience? Cutesy training for a professional audience simply won’t fly. Nor will motionless online learning work for Millennials. Know your audience. It’s more important for your online learning course to appeal to them than to you. 

2) Wasting time.

This mistake is especially annoying. The biggest offense here is not offering any value to the audience for investing their time in taking the online learning course. If learners are left scratching their heads and asking themselves, “Why should I care?” then your training missed the mark.

Even if the custom eLearning is relevant, it can waste time with redundancy, wordiness, or dead time. Consider dead time to be the plague and eliminate it from your eLearning. For instance, let’s say you plan to post a raw webinar for online training, and it includes 10 minutes of dead time or off-topic content. Is that a good idea? After all, you would be wasting that much time for every employee taking the training. The hidden cost can add up quickly.

Redundancy and wordiness are the most common culprits of dead time. Don’t take longer than necessary to explain something. For example, many trainers insist on clearing stating and listing their learning objectives during the introduction to the course. During this whole spiel, the audience feels much like Charlie Brown and the rest of the Peanuts gang listening to their teacher: “Wah wah wah, wah wah wah wah.” While establishing and mapping learning objectives is important during custom eLearning development, listing them really isn’t a good use of the audience’s time. It is better to create an intro that tells them in a dynamic and concise way why the training is important to them. Sell the audience on what is coming so they become committed to giving the training their full attention.

Using sub-par talent in your custom eLearning3) Using sub-par talent in your custom eLearning.

Have you ever watched a really poor production of a Broadway play or musical? (Think “Les Misérables” or “Chicago” performed by a group of junior high school students, none of whom are your children.) The script and score may be phenomenal, but if the talent is sub-par, the performance falls flat.

No matter how good a custom eLearning storyboard is, a bad narrator and unskilled actors can blow it. Talent selection is vital to maintain the right tone and energy.

4) Sending the online learning audience on a wild “mouse” chase.

Organizations sometimes equate mouse clicks with engagement; the more mouse clicks in online learning, the more engaged the audience is.

At Branch Media, we think each interaction should engage the brain; not just the index finger. Interactions are valuable when they require the audience to think and make a choice.

When you spend money on interactions, make sure they are designed to increase learning.

5) Epitomizing “Houston, we have a problem.”

The final pet peeve on our list causes the audience to become tech frustrated. People expect online learning courses to work on the device of their choice with no glitches.

Smartphones and tablets started their world domination in 2007, when Apple introduced the iPhone . Creating online learning that isn’t mobile responsive unnecessarily alienates your audience. Yet we still often see training from other vendors that is not responsive. Sure, the eLearning may launch and play, but you have to have reading glasses to view the text and fingers the size of a pencil head to click on the buttons.

Every custom eLearning course should be tested on all operating platforms and browser versions used by the intended audience. Quality assurance testing can spare the audience from technical difficulties.

Looking for a Custom eLearning Partner?

If you’re going to enlist the help of a custom eLearning developer, don’t you want an expert who will shoot straight with you and deliver truly engaging training? Branch Media does just that. In fact, it’s how we’ve built long-standing client relationships across a variety of industries. Contact us so we can get the discussion started about your next training project.

More Information About Custom eLearning Pet Peeves

For more perspectives on eLearning pet peeves and mistakes, read the articles linked below.

List of Custom eLearning Companies in Texas

List of Custom eLearning Companies in Texas

Do Your Homework to Find Your Ideal Training Partner

Why would a company publish a listing of its competitors? For starters, we simply could not find an online directory of custom eLearning companies in Texas. Clients deserve to make informed decisions. Before you choose your partner for your next custom eLearning development project, the Branch Media team invites you to shop around. We feel confident that Branch Media’s work and pricing compare well with others in the industry.

Why Other eLearning Companies Choose Branch Media

Branch Media is the eLearning solutions provider for companies and organizations, both large and small, in a variety of vertical markets across the nation. We are also an invisible partner to other eLearning companies who recognize the value and creativity we bring to their projects.

Has your LMS (learning management system) or off-the-shelf eLearning vendor told you their company can create custom training modules? If so, you might be surprised what you learn if you ask the right questions. These product-focused companies may do some creative work in-house, but rarely do they focus on custom content creation. Instead, they typically need the help of outside groups like ours to get the job done.

Rather than being product focused, Branch Media specializes in solution-oriented services. That’s why we can take your custom eLearning development from start to finish, including content development, instructional design, multimedia development, programming, and more.

We invite you to view samples of our custom eLearning solutions and compare us to the competition. If you like our work (and we think you will), contact us so we can discuss your next project.

Custom eLearning Development in Texas

Following is a list of companies in Texas that offer custom eLearning development services. This list was last updated on 6/29/2020.

Get on the List!

If your custom eLearning development company is not listed, please contact us. We will be happy to add it.

Looking for Other Services?

Our best customers are informed customers who know what is available in the market.  If you are needing other services, such as design or marketing, DesignRush is a service that allows you to submit your project and receive proposals from different companies and see also see lists of local agencies.  They even have specialized list like the top-performing social network app development companies.

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Limitations of Off-the-Shelf LMS Software

Why Are There So Many Dissatisfied LMS Customers?

After 20 years of talking with all types of clients, we realize many have one thing in common: Few are completely happy with their off-the-shelf LMS software… at least not for long. The solution they hoped would meet their training needs falls short. So what are the common problems? Here are some limitations of off-the-shelf Learning Management Systems that most often lead to disappointment.

The LMS may not:

  • Provide a good mobile experience, so it makes it difficult to get to courses on a phone or tablet.
  • Be compatible with certain browsers.
  • Work well with the company’s firewall.

All of these shortcomings make training difficult to access, which is a major pain point.

But Wait! There’s More!

Companies with smaller training audiences or simpler training needs find themselves in “sticker shock” after looking at the cost of a full, off-the-shelf LMS. After all, who wants to pay for bells and whistles they will never use?

Vendors typically either charge a substantial fee for their off-the-shelf LMS software, or they have a “per user” pricing.

  • If you have a substantial online training curriculum with a user base that will be taking numerous courses, the right off-the-shelf LMS may offer a decent ROI.
  • If you have a rotating set of users that takes only one course (for instance, an orientation course for new vendors, contractors, or job applicants), most any off-the-shelf LMS will not be cost-effective.

Besides accessibility and cost, here are some other shortcomings companies may find with their off-the-shelf LMS.

  • Unappealing user interface
  • Poor support of video or gamification
  • Inability to deliver targeted content
  • Limited reporting functionality
  • Clunky course maintenance and file management
  • Limited or no customization and personalization options
  • Compatibility issues with other tools and file types
  • Insufficient security
  • Poor customer service and tech support
  • Outdated security protocols for privacy data
  • Challenges and costs of administration and updates

They Aren’t All Bad

Just to be clear, we aren’t saying all off-the-shelf learning management systems are bad. Not at all! What we are saying from 20 years of experience is this.

  • When a company with a sizable training program chooses off-the-shelf LMS software that does not meet its technical requirements and match its learning management needs, the shortcomings quickly surface.
  • Some of the biggest names in the LMS market have the biggest lemons, but a convincing sales team.
  • When a company just basically needs to track training, a full off-the-shelf Learning Management System can be overkill… an overpriced solution to a simple need.

An LMS Solution to Truly Meet Your Needs

Are you among those who are dissatisfied with their LMS? Branch Media can:

  • Show you how to maximize the use of your current LMS;
  • Help you find the right off-the-shelf LMS that’s the best fit for your specific business needs; or
  • Create an affordable, custom LMS solution to track and analyze learners’ progress.

We have helped companies redesign and reorganize the content in their LMS. We have even created Pinterest-like user experiences that layer on top of an LMS to give the course browsing experience a more personalized and modern feel.

Custom Tracking Solutions

One of our common requests most recently (even from big companies) is for a solution that allows them to offer and track training to those outside their company in a cost-effective way.

For instance, one very large national client asked us to create a way to track potential new hires’ completion of job preview training. Then another client needed a way to ensure users of their business app had good training. All of these users would access the training only once or twice, but there were likely to be thousands of them. Paying a “per user” price for an LMS was not a reasonable solution. So we built a custom WordPress-based solution that gave them the flexibility, reporting, and pricing they need.

Training Outside the LMS

When you add a course to the LMS, it’s often important to make snippets that can be shared on any website. What’s the benefit? It’s a great way to give people a taste of the training and entice them to watch the full course. Branch Media does this for virtually every new project we create now.

If you have a rotating set of users, simple training and tracking needs, or a need for eLearning solutions that are outside the box but within budget, contact Branch Media for a free consultation.

More About LMS Software and Custom Solutions

Here are several other articles about off-the-shelf and custom LMS solutions.

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Tips for Writing eLearning Scripts

Engaging eLearning Narration Starts with Compelling Copywriting

We have a saying at Branch Media: “People like two types of writing: good writing and their own writing.” All of us, including professional writers, have blind spots when it comes to our own work. Unfortunately, spellcheck and grammar check alone won’t transform mediocre copy into an effective narrative script. As a reminder to ourselves and to help others, our instructional designers put together this list of tips for writing eLearning scripts:

  1. Start with a Solid Framework
  2. Keep Your Audience in Mind
  3. Follow the Basic Rules of Good Writing
  4. Provide Cues for the Voice Talent
  5. Remember the eLearning Scope
  6. Make the Narrative Script Engaging
  7. Review, Listen, Tweak, and Get a Second Opinion

Let’s take a closer look at how you can carry out each of these tips when writing eLearning scripts.

1. Start with a Solid Framework

  • The prerequisites for script writing are an organized outline and well-defined, specific learning objectives. These tools help you maintain focus and prevent redundancy.
  • Before you write, perform a wellness check on your content.
    • Look for content holes. Do you have the information needed to flesh out the outline and address each learning objective? If not, reach out to the subject matter expert (SME) or, if its within scope, do research of your own.
    • Consider the source. Does the client have the legal rights to use the content and assets they provided? The assumption is “yes,” but that’s not always the case. For instance, let’s say a client provides you with an existing PowerPoint presentation to pull from. Once upon a time when the PowerPoint was created, its author included information from a book but forgot to cite the source. You might surmise the client “owns” a diagram, an idea or even the contents of entire PowerPoint. A simple internet search may reveal otherwise. If you are working with content that is not owned by the client or public domain, use a variety of sources and remember to cite them. (Learn more about copyright and fair use laws.)
  • Get the creative juices flowing by brainstorming about creative ways to present the content. After all, eLearning scripts should be both interesting and informative. While you may brainstorm on your own, at least initially, collaborating with others on your team can unleash even more ideas. Are there opportunities to take advantage of natural humor in the narrative script? Can you draw meaningful analogies? Make a list of possibilities, and then throw out everything except the best ideas.

2. Keep Your Audience in Mind

  • A good eLearning script writer tries to think like someone in the target audience.
    • “What do I know?” Telling the audience things they already know can cause individuals to tune out or even insult their intelligence. However, skipping over information could leave the more novice members of the audience confused. You have to walk a fine line to bridge the gap.
    • “What’s in it for me?” To engage the audience, early on your script should establish that this eLearning is not only relevant, but also beneficial.
  • When writing eLearning scripts, clarity is king. A good rule of thumb is to write at the reading level of your audience, but don’t make things complex just because your audience can handle it.
  • Sometimes writers steer away from using a conversational tone because the client wants to present a professional image. They equate “professional” with formal and traditional tones, but that doesn’t have to be the case. A conversational tone can be quite effective for most training audiences.

3. Follow the Basic Rules of Good Writing

  • “Write to express, not to impress.” In eLearning, your goal is to take more complex topics and make them easy to understand, not vice versa.
  • “Less is more.” If you can say it in fewer words, do so. Beware of redundancy.
  • Don’t forget to use transition phrases to help guide your audience from one thought to the next.
  • When possible, write in active voice rather than passive voice. Because of the sentence structure, active voice naturally creates a more dynamic and engaging narrative. Plus, it is typically more concise.
  • Use parallel structure when talking about items in a list or series. For instance, each item will be a noun phrase, verb phrase, or participle phrase, but not a combination of these. Following this tip makes a big difference in how natural the narration sounds.

4. Provide Cues for the Voice Talent

  • When writing for narration, always use Oxford commas (a comma before “and” or “or” in a series). This comma serves as a visual cue to the voice talent when recording so it’s clear how the sentence should flow. Failing to do so may result in the need for rereads. What it the client style guide does not support the use of Oxford commas? You can remove them from the narrative script after the voice over session but before the closed captioning is added to the eLearning.
  • Whenever there is an acronym that appears in your script that should be pronounced as individual letters, separate each letter by a period. For instance, instead of “ADHD,” type “A.D.H.D.” If an acronym is to be spoken as a word, then include instructions perhaps in brackets and/or highlighted. For instance, your script might say, “FEMA [pronounced fee-muh].” Remember to remove these notes from the script before it’s used for closed captioning purposes.
  • If there are scientific, industry-specific, or any other terms the voice talent may not know how to correctly pronounce, include direction for those, as well. You may even include a pronunciation guide at the beginning of the script.

5. Remember the eLearning Scope

  • As you write, keep an eye on the word count and how it compares to the target length of your training. Typically, the eLearning is scoped in terms of hours or minutes. Most voice talents narrate at a pace of 110 to 130 words per minute.
  • Be mindful of what the client aims to accomplish with the training, such as problems they want to resolve. These are typically outlined in the scope and reflected by the learning objectives. Address these items directly in the eLearning script. Then check for understanding by including questions about each of these items.
  • Before scripting activities, games, simulations, review questions, etc., make sure you understand what interactions are possible within the budget constraints. The quantity and type of interactions may have been included in the RFP and/or the Scope of Work (SOW) document, so you need to be aware of those parameters. Then write the best possible content for those types of interactions.

6. Make the Narrative Script Engaging

  • Clients often push for the narrator to kick off training by reading aloud the list of learning objective. This is a great way to immediately knock all energy and interest out of your audience. Instead, consider one of these alternatives:
    • Better: If covering the objectives up front is a must, write the script so the narrator invites the learner to read through them independently. For instance, the narration might say, “Listed here are the learning objectives for this course. Read through them, then click “continue.””
    • Best: Rather than overwhelm the audience up front, it is typically best to let the eLearning unfold more naturally and gradually. Consider including a general, high-level introduction up front. Then as at the beginning of each section of training, incorporate a more specific section intro. If the client still wants to include a list of learning objectives, they can appear section by section instead of one long list for the entire course.
  • Purposeful interactions can be a great way to engage the audience, but scripting in an interaction for interaction’s sake is lazy. When they don’t provide learning value, the audience sees them as a waste of time.
  • One of our favorite eLearning courses we produced taught much of the content only after asking the learner to take a stab at answering a short set of leading questions. Upon responding to a question, the course revealed the correct answer and played a short, one- or two-minute video. In it, a subject matter expert elaborated on the topic. Leading questions can be an effective way to wake up the audience to what they don’t know so they are more receptive to instruction.
  • On a similar note, if you can incorporate interviews with subject matter experts who are also good speakers, do so. They typically have passion in their voices about the content that professional voice talents can rarely emulate.
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7. Review, Listen, Tweak, and Get a Second Opinion

  • One of best ways to spot issues in an eLearning narrative script is to have someone else review it. (Remember, we often have blind spots to our own writing.) If that’s not possible, set your script aside. Then come back another day and review it yourself with fresh eyes.
  • While simple, this final tip is a best practice when writing eLearning scripts. Listen to your script being read. Quite often, words on a page seem cohesive when read silently, but then they fall apart when narrated. Listen to your entire script being read aloud (by your computer, someone else, or yourself). Make note of what doesn’t sound right and look for ways to give the script a more natural flow.

It’s Harder Than You Might Think

Writing an eLearning script sounds pretty simple, but there are many nuances to consider. Maybe you would feel more comfortable having a set of experienced eyes review your eLearning script before sending it into production. Perhaps, due to a full plate or writer’s block, you are ready to turn the writing task over to someone else. The Branch Media team includes skilled instructional designers, writers, and editors, as well as programmers, animators, production artists, and more. We offer the professional services you need for effective eLearning solutions. Contact us, and we’ll be glad to set up a free consultation meeting to discuss your next project.

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Other Articles with Tips for Writing eLearning Scripts

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The Culprits of eLearning Scope Creep

The Culprits of eLearning Scope Creep

Mistakes Clients Make that Drive Up eLearning Development Costs

Earlier, we shared a checklist to follow when writing an eLearning RFP to ensure realistic quotes. But once your project is underway, you need to be aware of traps that could lead to eLearning scope creep. After all, “The best-laid plans of mice and men often go awry.”

Here are some of the most common culprits of eLearning scope creep.

1) A Late Flag on Poor Content

Sometimes the client supplies the eLearning development team with content that does not match the training objectives. This creates problems, especially if no one notices the issue until the storyboard is already in review (or even worse, during media development).

2) Changing Content

This mistake may seem obvious, but clients often approve the project content and then decide to make changes to it later. Doing so can create issues because once the client reviews the storyboard and approves the content, development begins. Any change to content during media development could result in costly rework, such as redoing an entire video shoot. Other things can be impacted, too, such as the:

  • Course outline
  • Storyboard
  • Visual assets
  • Narrative audio track
  • Animation work
  • Test questions

Content changes can also impact decisions regarding the:

  • Delivery method
  • Program length
  • Choice of professional voice talent
  • And more

3) An Ever-Growing Review Team

Clients are often tempted to add more and more people to the review process as eLearning development progresses. After all, everyone has good ideas. The problem is, it’s harder to implement these ideas and respond to differing feedback after the storyboard is approved or even a video shoot is complete.

While late input is not helpful to you, inviting all Subject Matter Experts (SME), key stakeholders, and influencers to be part of the project team early is. Branch Media encourages clients to get these individuals involved before final storyboard review and approval. Getting their buy-in on this project blueprint is critical.

4) Client Delays

Clients sometimes miss their deadlines in a project plan for a variety of reasons. They may have to juggle changing priorities, experience hiccups when pulling content or existing assets together for the developer, or have a hard time getting their review team to provide feedback in a timely manner. This can add weeks or even months onto the project timeline.

Since the eLearning development team isn’t working on the project during the delay, the client often doesn’t realize how it could create scope creep. Let’s look at some examples of how client delays drive up development costs.

  • Dragging a project out can lead to more meetings. Adding even just three meetings where several development team members must be present can tack 9 to 12 hours onto the project. After all, the team has to attend the meeting and then debrief afterward.
  • What if a client delay creates a situation where the development team has to reallocate resources? The handoff of a task from one team member to another could possibly cost a full day.
  • On one occasion, a client of ours put a project on hold for three months. After this limbo period, it took our team members about four hours each to get reacquainted with the project details.
  • If the delay means postponing a video shoot and rescheduling the video production team, actors, or facility usage, it could cost the client fees whether the shoot happens eventually or not. If there is an issue with availability later, time spent finding and approving new talent or a new venue further drives up cost.

5) Outdoor Photo and Video Shoots

Anytime eLearning development involves an outdoor shoot, you are at the mercy of the weather. As already mentioned, if a shoot has to be rescheduled for any reason, it can cause scope creep.

6) Client-Supplied Talent

Clients may assume they can save money by using their own people for video or photo shoots or voiceover. After all, you don’t have to pay those expensive actors, models, and voice talents. But what happens if that employee leaves the company the next week… maybe to go work for a competitor? Will you have to reshoot the footage or re-record the audio with someone else? It’s something to consider. Plus, our experience is that you usually have to shoot for twice as long or longer when working with non-professional talent.

7) Competing SME Teams

While this scope creep culprit is less common, it’s still worth mentioning. If your project involves multiple SME teams in charge of different sections of the eLearning, they could potentially compete for budget dollars. For instance, each team may want to include a dynamic, interactive activity or custom video to reinforce the respective content. What if there’s only room in the budget for one?

8) Accessibility Reviews as an Afterthought

A common mistake clients make is to wait until the eLearning is near completion to consider whether it meets the needs of its audience, including those who:

  • Have a disability, such as being color-blind or otherwise visually impaired, hearing impaired, learning impaired, etc.
  • Have a slow internet connection or an old computer operating platform.
  • Do not have access to a computer but do have a smart phone, or vice versa.
  • Are not native speakers of the predominant language used by the organization.

To help stay in scope, define the minimum accessibility requirements before the project is underway and include them in the RFP.

9) A Late Request for Translations

On more than one occasion, as our team neared completion of an eLearning course in English, clients have asked us about the feasibility of creating a version of the course in another language… or even seven other languages. Branch Media is absolutely able to respond to those needs, and we do. Just keep in mind that translation work and all of the other efforts that go into producing eLearning in another language must be scoped and estimated.

By the way, experience has taught us it’s wise to fully produce the eLearning piece in the primary language and get it to final approval before translation work and development begins in other languages.

Keep eLearning Scope Creep Culprits at Bay

One of the best ways organizations can combat eLearning scope creep is to partner with an experienced eLearning developer who is mindful of the project budget and alerts them to potential scope creep. Branch Media has a reputation for building long-lasting relationships with clients and delivering innovative cost-effective solutions.

No matter the size of your organization or the complexity of your eLearning requirements, we know what questions to ask throughout eLearning development to keep your project on track. Our goal is to be your best resource. Contact us now about your training needs.

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More About eLearning Scope Creep

Here are a few other articles from other sources about this topic from other sites.

Professional eLearning Development Process

Professional eLearning Development Process – Part 2

A Detailed Look at Media Development

As we continue our two-part series detailing the steps of the eLearning development process, we shift our focus to media development.

Proceed with Caution

But first, a word of caution… Remember in part 1, we covered the first 13 steps of the eLearning development process. If you fail to get storyboard approval during step 13 and move into media development, you are pushing your luck.

If you fail to get storyboard approval during step 13 and move into media development, you are pushing your luck.

Key subject matter experts and project influencers must reach a consensus that the storyboard is solid before it becomes the blueprint for media development. If these individuals bring new content and ideas to the table later in the process, incorporating them would likely require additional work and rework beyond the agreed upon financial scope. (Learn how to avoid scope creep by reading  “eLearning Scope Checklist for Realistic Quotes.”)

Only after the client approves the storyboard should the project advance to the steps of media development. Let’s pick up there.

Steps of the eLearning Development Process (Continued): Media Development

14) Mock-Ups and Voice Samples

The development team supplies mock-ups of key screens and voice over samples for review.

If the eLearning in development is a new product and not part of an existing set of courses, there may be a third deliverable at this point. The team may provide a sample shell eLearning course for review and testing.

15) Meeting with Client

The eLearning development team and client meet to discuss the mock-ups, voice over samples, and, if provided, the sample shell course. The goal is approval of these deliverables. However, it’s not unusual for the client to request some tweaks.

16) Kick-Off of eLearning Production

eLearning production begins. This step usually involves several people engaged in a flurry of activity, including:

  • Professional voice over recording
  • Voice audio editing
  • Timing of closed captions
  • Music selection and music audio editing
  • Graphic design
  • Illustration
  • Stock art research and manipulation
  • Custom photography and/or video shoots
  • Animation and motion graphic work
  • Internal meeting between instructional designer and producers
  • Production in an eLearning format

17) Internal Quality Assurance Reviews and Edits

During this critical step, the instructional designer performs several key tasks:

  • Reviews the finished work
  • Documents any issues and provides the development team this feedback
  • Reviews the updated version to ensure the expectations set in the storyboard are met in the produced piece

Remember, this happens before it ever goes to the client for review.

Unfortunately, this step often gets skipped by novice eLearning developers and those developing eLearning internally. What are the consequences of bypassing this step? Subject matter experts are left to catch technical errors and accidental omissions. That’s is a poor use of their time and a distraction from what their primary focus to review the effectiveness of the training.

Even if you are writing, developing, and publishing a course as a one-person show, we encourage you to enlist the help of a good quality assurance review resource. Other eLearning development companies sometimes contract their reviews to the Branch Media team because of our reputation for having such a good quality assurance process.

Not only can this step save the subject matter experts’ time; it also saves the eLearning development team’s time.

Not only can this step save the subject matter experts’ time; it also saves the eLearning development team’s time. How? If the instructional designer catches an error, glitch, or something that comes across in a way not intended by the storyboard, the team can think of a fix that is easy to implement and best addresses the problem. But if the issue makes its way to the eyes of the client’s subject matter experts and project influencers, things may not go as smoothly. They may come up with a less than elegant solution that is more time consuming and does not solve the problem nearly as well. The development team then has to gracefully talk the client out of a bad idea to fix an issue that should never have gotten to them in the first place.

So to sum up this step, you will save yourself time and trouble if you catch and fix problems before the client ever sees the produced piece.

18) Client Review

The development team posts the produced eLearning to a test server environment for client review. The team may also provide an online, preformatted document the client can populate with feedback. Our document includes a variety of fields that identify items like who is reporting the issue, the nature of the issue, as well as its location in the eLearning.

19) Review Meeting

The client review cycle is followed up by a review meeting between representatives from the development team and the client. Even if the client documented their feedback in the prior step and the changes are minor, it’s still a good idea for both parties to discuss the feedback and have an opportunity to clarify any item on the list before moving forward.

The goal of the meeting is to have a clear list of action items of what the development team needs to change in order to finalize the eLearning and make sure it’s in alignment with the approved storyboard.

The goal of the meeting is to have a clear list of action items of what the development team needs to change in order to finalize the eLearning and make sure it’s in alignment with the approved storyboard. These type of client requests are considered to be “in-scope feedback.”

What happens if the client wants to introduce new content or make some other change that is a departure from the approved storyboard? This may fall under the category of “out-of-scope feedback,” depending on the effort required to accommodate the request. If that’s the case, the develop team will need to estimate the work so the client can decide whether the change justifies the additional production cost or it’s best to stick to the original plan.

20) Feedback Implementation

The development team incorporates the agreed upon feedback into the eLearning program.

21) Internal Quality Assurance Review

The instructional designer performs another round of internal quality review checks to verify all items were addressed.

22) Client Review

The development team posts the updated eLearning to a test server environment. It’s now ready for client review.

We have heard horror stories of this step turning into multiple review cycles, which increases the length of the project and wastes valuable time. When Branch Media is working on a project, this step normally goes quickly. That’s because we take the time earlier in the process to document what is important to our clients. We follow up with quality assurance testing to make sure that’s what we deliver.

23) Final Review Meeting

Representatives from the development team meet once again with the client for final review and approval of the eLearning program.

We have a word of advice for those creating an eLearning course that’s to be delivered in multiple languages.

We have a word of advice for those creating an eLearning course that’s to be delivered in multiple languages. Some might think that once the storyboard is approved, it should be sent out for translation so that all of the different language versions can be produced simultaneously. Our experience tells us that is a mistake.

It is wise to wait until you have a fully produced and approved eLearning piece in the primary language before undertaking translation and production into other languages.

Why? Inevitably, even when the client thoroughly reviews and approves the storyboard, there are at least a couple of tweaks that need to be made during media development. It’s not so bad to make those couple of tweaks in just one version of the eLearning, get it finalized, and have a “clean” end product to leverage for the other languages. But if you are developing the eLearning in all of the courses at the same time and discover even just one sentence of narration needs to be reworded, the effort snowballs. The more languages you are dealing with, the more translators and voice talents you must coordinate with for rework; not to mention the extra work of the audio editors and the rest of the production team.

24) Delivery of Final Course

In most cases, this step requires the development team to create a final SCORM file of the eLearning and test it before providing it to the client.

The Timeframe of the eLearning Development Process

Once there is an approved storyboard, we find media development to final delivery usually takes about four to six weeks. It depends, in part, on how long the client needs for each review cycle, the length and complexity of the eLearning, etc.

That being said, Branch Media has, at times, transformed an approved storyboard into fully produced eLearning in just a few days.

We know the process because we live it every day and leverage it to deliver solutions for our clients.

We know the process because we live it every day and leverage it to deliver solutions for our clients.

By partnering with a competent team, you benefit from their experience in streamlining the many steps of eLearning development. But if you choose the wrong partner, the result can be costly delays with steps being repeated.

As mentioned in part 1 of this series, the traditional approach to eLearning development is not right for every situation. There are alternative approaches that offer a more rapid delivery cycle; they are not right for every situation either.

Avoiding a Critical Mistake

For this type of eLearning development, one of the worst things you can do is add more cooks to the kitchen as the project progresses. Why is that mistake so tempting? As the project matures, it becomes more visual. That makes it easier for new people to see progress and weigh in with ideas. So to reiterate, you need to get all your key subject matter experts and approvers involved from the beginning.  Bringing in an influential opinion after the first round of eLearning is created can lead to a lot of great ideas coming way too late in the game, especially if you want to meet the project budget and timeline.

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Resources You Need for Your Project’s Success

Whether you need a professional team to navigate all of these steps or a la carte resources to help you through a bottleneck phase, Branch Media is ready to partner with you. We put an end to mindless media by creating solutions to meet your unique training needs. Contact us to learn more about our custom eLearning courses, eLearning games, creative video production, and dynamic websites and applications.

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Professional eLearning Development Process – Part 1

Details of the eLearning Development Process

Many efforts get key steps of the eLearning development process wrong, yet having the right approach is vital to the success of your project. There is a lot of talk today about competing methodologies (Agile, Spiral, etc.). To understand how these new models might be applied to online training, you must first have a solid grasp on the details of a good, traditional approach.

In another article, we covered the traditional eLearning development process at a very high level. We also briefly outlined some alternatives. It is helpful to dive into the traditional development approach in more detail. After all, the details of planning virtual learning courses are what people often get wrong, even those who have been doing this a while. Whether you are new and trying to develop your first project plan or schedule or you are a client looking to grasp the steps involved in professional eLearning development, you will benefit from understanding the details.

In the first segment of this detailed, two-part series on the professional eLearning development process, we cover the steps from the project kickoff to final storyboard approval. In part 2, we will cover a recommended media development approach.

Steps of the eLearning Development Process

1) Project Kick-Off Meeting

This initial meeting will cover several things:

  • Team introductions
  • Target audience
  • Identification of key influencers and approvers for the project
  • Overall project goals
  • Plan for tracking development progress
  • Other means of communication
  • Target platforms and devices
  • Schedule of content review meetings
  • Project limits such as:
    • Total desired length of eLearning
    • Financial limitations
    • Final deadline
    • Dangers to scope

 

Often those creating the training are far more invested in the content than the target audience.

During the team introductions, it is vital to establish the Subject Matter Experts (SMEs) for various parts of the project. Also, never underestimate the value of a good discussion about the target audience. To be successful, you must figure out how to make the training valuable to the target audience. Understanding the target audience drives the eLearning content more than any other factor.

It’s vital to establish the key influencers and approvers for the project. A common mistake clients make is waiting until AFTER the first version of the eLearning is created to get the key approvers involved. This tactic is tempting because this phase of development is  easiest to review and takes the least amount of time or communication. Nonetheless, it is VITAL that anyone who can stop approval of the project be involved in every approval step if at all possible. Otherwise, a key approver can introduce changes to scope at a point when there may not be adequate time or budget to implement those changes.

It is worth noting that a full schedule is usually not established at this point because the content needs to be reviewed before an accurate schedule can be developed. Often clients WANT a full schedule at this meeting, but it is like trying to build a detailed schedule for building a house when a rough blueprint has not even been created yet. At this point, you may be able to estimate general phases, but any attempts at a detailed schedule are really educated guesswork. Instead, put together a plan for when a full schedule can be established and schedule the content review meetings. While the best time to finalize a full detailed schedule is after the outline is fully created and approved, the development team can often publish a draft detailed schedule before this, modifying it after the outline is approved.

The meeting should also cover a list of things that could increase the scope of the project, especially since these are often these are not obvious to the client or even the development team. (We will cover a list of potential scope dangers in another post.)

2) Content Meeting(s)

The size of the project often dictates how many content meetings are needed. For small projects, you may only need one, but very large projects, there may actually be a series of meetings.

Content meetings may involve anything from reviewing previous course material to taking notes as content experts talk and answer questions.

These meetings should be recorded, if at all possible.

The instructional designer will both focus and the content and ask what related visual assets may already exist. Since this is the primary person on the development team who knows where the content is going, the instructional designer must take the lead in gathering assets.

Failing to take advantage of existing visual assets can have a couple of consequences. It can either drive the cost of the project up as the creative team recreates things they don’t know already exist, or it can makes the project less visually appealing as those key elements are missed.

To make sure the collected assets are high enough quality to actually be used, the instructional designer must be educated in video and file formats and communicate the  necessary specifications. The instructional designer must also verify the rights to the assets being used. 

Again, it does not make sense to push this asset gathering work onto a different resource. The instructional designer knows best where the content will go and has the most contact with the SMEs. For an efficiently run project, the instructional designer is the right person to lead asset gathering.

3) Research and Study of Content

The instructional designer studies the content further and also works to understand the audience fully. This process often involves reviewing client-provided materials, as well as other outside material created on the subject. The instructional designer may communicate with the client via email or phone to get any questions answered.

Several issues are commonly encountered during this phase:

These are all potential challenges the instructional designer must anticipate and know how to address.
  • The client wants to cover far more content than the time allotted for the eLearning.
  • The client’s content is contradictory. One place it says one thing, and, in another place, it says something else. Even the client SMEs may be in disagreement.
  • The client’s content is so high level and lacking in detail that it would not really be a benefit to the target audience.

When issues such as these arise, the instructional designer works with the project manager to arrange additional client meetings. Sometimes these issues are easily remedied with a single meeting. Other times, it takes getting all the client SME’s in the same room so they can debate the issues and reach a consensus.

4) Course Outline Creation

Once all big issues are sorted out, the instructional designer creates an outline with learning objectives. Good instructional design organizes the content in a logical flow for the target audience. Even though the outline is often brief, it usually accomplishes several key things, including:

  • Referencing in detail the source material to be used both for content and visual assets;
  • Providing high-level descriptions of the types of interactions that will be created;
  • Estimating the length of each major part of the outline; and
  • Listing what NEW assets need to be created, including graphics, video, animation, and audio requirements.

Eighty percent of the instructional design happens during this step. After this point, the ID work focuses more on writing and storytelling. 

5) Internal Outline Review and Detailed Schedule for eLearning Development

The project manager, instructional designer, and creative lead should meet together to review the outline. The creative lead is often able to provide vital input to make the interactive or animated segments better or alternative ideas to be included in the outline as possibilities. 

A high-level schedule may have been drafted a little earlier in the process as the content requirements became clear. At this point, it is time for the team to create a full detailed schedule, which will show the client when the various review cycles are during the eLearning development process. (We will detail what this schedule may include in a later post.)

The common mistake associated with this step is trying to schedule any portion of the creative work before content is fully approved. It is the primary way money and time are wasted in eLearning media development.

6) Outline and eLearning Development Schedule Review Meeting

The purpose of this meeting is to review the outline document and collect client feedback. In most cases, no or minimal changes are needed. That’s because the content meetings held earlier in the process tend to develop a clear picture of how the eLearning needs to unfold, and the outline is a reflection of this. Also during this step, the schedule is reviewed and adjusted, as needed.

7) Outline and eLearning Development Schedule Edits

If any changes were requested to the outline, that document must be updated, which usually only takes a few days at most. The exception is when new content was added. If this happens, additional content meetings are scheduled, as needed. Whenever changes are made to the outline, the draft schedule must also be revisited to see if updates are necessary.

8) Outline and Final eLearning Development Schedule Approval Meeting

If any other changes to the outline or schedule are needed, they are usually made during this meeting so final approval can be given.

9) Scripting / Light Storyboard Development

Next, the instructional designer creates a script or storyboard with visual asset notes. The initial draft typically does not include test questions because changes to the storyboard could require them to be reworked. 

During the writing process, we almost always involve a second editor or writer. We have a saying about writing that we apply even to ourselves: “People like two types of writing: good writing and their own writing.”

People like two types of writing: good writing and their own writing.

Even the best writers are not always the best evaluators of their own work. 

Another step we always take is listening to the script being read aloud, either by another team member or computer-generated audio. We have never seen a script escape important changes as a result of this auditory review.

10) Internal Script Review Meeting

People called to develop creative and interactive elements must have the opportunity to review the ideas for them. Very small tweaks at this point can often dramatically improve the final eLearning experience. Unrealistically scripted interactions can be modified to be in line with the budget and schedule.  The team can ask questions about existing assets, and the list of new assets can be considered in light of the development budget.  Even the narrative flow can be evaluated against planned visual ideas. When this review step is skipped and issues are recognized after client approval, it is very awkward to correct them.

One of the worst mistakes you can make at this point is to send a script or storyboard off for client review without giving representatives of the whole team a chance to review the script.

Also, if a visual or interaction described is unclear, a graphic or quick sketch can be created and included in the storyboard to communicate the vision of what is to be developed. Even grabbing a screenshot from a previous project can be helpful. For instance, “The game described here will look similar to this image from another course.”

Now we have seen a lot of development teams expend a lot of effort at this point in new asset creation.  We strongly recommend against doing so. Right now in the process, the client has only approved an outline. It is much better to save your development hours for a more fully approved script. The client may still have some really good ideas coming that could totally change the planned graphics. If you limit yourself during this step to descriptions and existing visual examples, incorporating any new good ideas from the client is quite painless.

11) Client Script Review Meeting

Normally this script or storyboard document is also reviewed in a client meeting, and feedback is recorded.  Depending upon the client’s experience eLearning development and the complexity of the project, a storyboard walk-through and narrative read can be helpful here.

12) Application of Client Feedback

Client feedback is incorporated into the storyboard. If the feedback was significant, another round of meetings is necessary. If the feedback was extremely minor, the document can simply be sent back to the client for for approval. Test questions should also be created and included with this final storyboard draft.

Again, the key is to value everyone on the team and get their buy-in before sending something back to the client for approval.

If changes were made to parts that impact creative media, the instructional designer runs these by the creative media team before sending the storyboard back to the client. After all, a single out-of-place sentence can throw a wrench in a planned animation. Also, something that seems like a small requirement change to a game or interaction may make a bigger development impact than a non-developer might realize. Involving the team again at this step avoids many potential issues later.

13) Client Approval Meeting

This meeting is usually held to review changes made to the storyboard since the last draft, make any remaining tweaks, and get final approval. Now that you have a final storyboard, you are ready for full production to begin.

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A Professional Partner in the Process

If you are looking for a team of eLearning professionals to guide you through these steps as well as media development, Branch Media has the resources and expertise for successful results. We deliver quality solutions to large corporations, small businesses, and non-profits. Contact us to learn more about our custom eLearning courses, eLearning games, creative video production, and dynamic websites and applications.

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eLearning Scope or RFP Checklist for Realistic Quotes

eLearning Scope or RFP Checklist for Realistic Quotes

How do you correctly scope an eLearning project? In the last twenty years, we have estimated and bid a lot of eLearning projects. Correctly scoping a project is key to a project’s success. This checklist is what we use to clarify what is known and what is unknown. If you use this list of questions as a guide when describing your project in an RFP, you will get better bids. It’s critical for the Request for Proposal to include details to allow others to realistically estimate the project. Even if you’re creating the eLearning internally, using this checklist will help you set the framework for your project.

Audience

In other articles, we have made the case that understanding your audience is the most important step in any eLearning development process. Your audience impacts your eLearning scope. Therefore, it makes sense that the initial questions you consider should be about your audience rather than your content.

The audience size, background, education, and motivations greatly influence the design of the eLearning.

  • What is the age range of the audience?
  • How big is the audience?
  • What type of background and education does the audience have?
  • What are the key motivators this audience would have for taking this training?
  • What is the primary language the audience, or does the eLearning need to be available in multiple languages?
  • What would motivate the audience to take the proposed training?
    • Job requirement that will be checked?
    • Clear job advancement path?
    • One of several options for general knowledge/skill enhancement?
    • One of many options for the audience to gain this specific knowledge?
    • Benefits and/or salary?
    • Safety and/or compliance?
    • Other?
  • Why would the eLearning matter to them? Be specific.
  • What would be the reasons they would skip it?
  • How much time do the learners actually have to give to this topic? Hours or minutes?
  • How important is this course compared with competing tasks and other training for this audience?
  • How valuable is the work time of those being asked to take this training?
  • Does the audience have a positive or negative view of eLearning in general?
  • Will the audience perceive eLearning to be the preferred delivery method for training?
  • What platforms or devices will the audience use to watch the eLearning?
  • What type of environments will the learners be in?  Will it be conducive to audio interactions?

Purpose

The purpose of the training also impacts the eLearning development scope. Communicating this clearly up front will help the developers understand key details.

What are the reasons for creating this training?

  • Correcting existing problems in job performance?
  • Addressing a felt need or business opportunity in the marketplace?
  • Reducing help-desk support needs?
  • Job performance goals associated with the training?
  • Standardized test achievement goals associated with the training?
  • Legal, compliance, or safety goals associated with the training?
  • Rolling out a new program corporate wide?
  • Updating product or sales training?
  • Other?
  • Generating sales and revenue? (More on this below.)

Why is eLearning specifically being considered over other training methods?

  • Saving money by moving away from traditional training?
  • As a secondary option to classroom training or live events?
  • Creating a more consistent training experience?
  • Broader market without expanded workforce?
  • If eLearning will be replacing a current training delivery method, what are the issues with the previous delivery method?
  • Other?

Financial Impact

If there is a clearly definable financial impact of either having or not having successful training on this topic, that should be defined. This information can impact the eLearning scope as certain things may be more important in the development process.

To be able to truly judge the success of a project, clearly define the financial expectations, if any, in as much detail as possible.

  • Is the expectation to save money, earn money, or neither?
  • Is the course to be sold? If so, how?
  • If the purpose is to save money? If so, how?
  • Will the eLearning be used it to replace current training?
  • Will the eLearning be used to save money on travel, staffing, etc.?
  • How does the eLearning support other financial business goals?

Existing Material

Identification of existing material is one of the biggest impacts of eLearning scope. Asking a team to scope a project without providing complete access to the existing material is a waste of time because all they will be able to do is guess.

The condition and completeness of the existing course material impacts the schedule, budget, and strategy for eLearning development more than any other factor besides the audience.

Creating an eLearning storyboard from a current and well written manual is a much different task than creating a storyboard from undocumented material that only exists in the minds of subject matter experts. The more information provided about the current material, the more accurate any vendor’s estimate will be on actual course development.

  • Is there existing course material?
  • If so, what is the current format of the course material?
    • PowerPoint Slides?  If yes, do they include full speaker notes?
    • Do the following exist?
      • Well-defined learning objectives?
      • Test questions?
      • Classroom activities?
      • Student or teacher manuals?
      • Artwork, photos, charts, or diagrams?
      • Audio, multimedia, or video material?
      • Other?
  • How accurate is the current course material?
    • Has the current material been reviewed by the best subject matter experts recently?
    • Is the current material published so that feedback from leadership and the general student population is current?
    • Approximately how much of the material needs to be updated and changed?  Is there firm agreement internally from key decision makers, in-house subject matter experts (SME), and/or approvers about what is required?
    • How much research will be needed to document the content changes?
  • Do SME’s have 100% of the knowledge needed to provide and review the course content?  If not, what type of outside SME or research is needed? 
  • In addition to existing documentation, how many different people will need to be interviewed and involved to ensure complete coverage of the needed material?
  • Who are the specific subject matter experts and decision makers, and what is their availability to support this project?
  • How much time will be required for each content review cycle to ensure all subject matter experts and key decision makers have time to review the content and collaborate on final directional decisions?
  • Is there a need for the new course to go through a senior leadership and or legal review process?
  • Is the content of the existing material fully owned by the client, or is it content in the public domain? Are there any copyright restrictions that need to be considered as the client works to create a new course? Teachers can often use copyrighted material in a classroom. They can refer to books and materials as references. However, you may need special written permission to turn that same training into eLearning, even if you are only distributing it internally. eLearning is a form of publishing, so different rules apply. There is a certain amount of content you can quote and source, but you cannot use and quote one source, or you are basically just stealing content.

If this eLearning is a conversion of an existing course, before submitting the RFP to any vendor, get a nondisclosure agreement (NDA) signed by all bidding parties and provide all documentation and resources available on the current course content. If possible, you should also identify each section of content that needs to be significantly changed. Taking this step will yield bids that are far more accurate in both schedule and pricing.

Estimated Target Length of the eLearning

While the length of the training can be difficult to evaluate up front, you need to have a goal here in order to provide boundaries for the eLearning scope. This information can help a development team understand your vision and create a realistic budget for amount of training needed.

The estimated length can be for the entire program or broken down for each lesson and module.

Our experience over the years has been that while clients often have very specific targets for the length of the course, they often do not match their volume of material at all. Some general guidelines can help you estimate course length.

  • A complete day of classroom training can usually be converted into approximately four to five hours of eLearning.
  • If the eLearning is broken down into screens with spoken audio, there should usually be no more than 10 to 20 screens for 15 minutes of content.
  • To get an idea of the length of the content, read the current documented material aloud. Normal narrative pacing is around 120 to 130 words per minute, so if you are aiming for a short five-minute eLearning program, that is around 600 words. If you have 3,000 words in your source material, you are probably be looking at several five-minute modules, rather than just one.
  • To test the audience’s grasp of the content, there should be at least one or two questions pertaining to each learning objective. You may wish to have both a pre-test and a post-test. Just remember as you consider the target length of the eLearning that time must be allowed for the audience to answer these questions.
  • If activities or games are to be used within the training, time must also be allocated for these elements.

Schedule

Hopefully you know the old saying, “Fast, cheap, or good? Pick two.”

This is pretty much a law of reality. You can choose two of these, but hardly ever all three. It’s critical to budget enough time for the development to get the results you are looking for or to adjust your development method to match your schedule and budget. The schedule greatly impacts the scope.

  • When would you like the eLearning to be live?
  • When does the eLearning need to be live? (This is different than the question above, so consider it carefully.)
  • Does it make sense to try the eLearning with a pilot group first?

Other Considerations Related to eLearning Scope

Some of the items below naturally flow from the questions above, but it is good to make sure you have them all covered since they impact the eLearning scope.

  • How important is testing?
  • Do you want special features like randomized questions from a larger bank of questions?
  • Are students allowed to retake tests?  If so, how often?
  • What simulations you would like to include, if any?
  • Do portions of the training lend themselves best to video?
  • Are there portions of content you have a hard time imagining how they could be effectively taught through eLearning?
  • What do people like most about your current training or courses?
  • Do you have other eLearning modules already? Are they successful? What do you like or not like about them?
  • Can you supply examples of eLearning programs you feel have been effective for this audience in the past?
  • Can you supply examples of eLearning programs you feel have been a failure for this audience in the past?
  • Do you have a good style guide that matches your corporate branding for your eLeaning?
  • Wha branding resources can you provide?

New Asset Requirements (None, Low, Medium, High)

It is helpful to provide bidders an idea of what type of new assets you think will need to be created for this project. Even if you cannot provide this information, the eLearning team will consider these when formulating the bid.

  • Voice over?
  • Stock art?
  • Stock music?
  • Stock sound effects?
  • Custom illustrations?
  • Custom photography?
  • Custom videography?
  • Custom motion graphics?
  • Custom music?
  • Custom sound effects?
  • Scripting of simulations?

There’s a lot to consider for an eLearning scope. Thinking through these questions will help you whether you are developing eLearning internally or you are creating a descriptions so that your project can be estimated by others.

Target Budget

One of the wisest things you can do is give your vendors a target budget range for your work. This requires them to focus more on the description of the deliverables instead of just the cost.  You can buy a used car for $5,000 or you can get a new car for $85,000.  They won’t have the same features or functionality.  The same is true for eLearning.  Unless you get a true understanding of the quality of the deliverable, you cannot really evaluate a smaller bid from a larger one.  But if you can get all the vendor’s targeting your budget range, you can get an idea of what each can deliver for your budget and choose the best product.

Is your RFP clear?

Get a Free Evaluation of Your eLearning Scope

Now as you answer these questions, you have to do it in a way that makes sense to a third party.  Often clients are too close to their own projects to see how certain explanations would not make sense to others.  The end result is misunderstanding and quotes from various vendors that are either too low or too high.  Before sending out your RFP for your next eLearning project, Branch Media would be glad to evaluate it to make sure you have included the detailed scoping information in a way that will be clear to third parties.  Of course we would also like the opportunity to bid on your work. Contact us to arrange a free analysis or a bid.

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