2024-04-25 06:29 UTC (Access Key = T)
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2024-02-20
Tim Cliffe - Blog
Your First Meeting With Your Subject Matter Expert
01 Target Audience
(01.1) Anyone involved in e-Learning, social learning commissioning, design, and related roles.02 Executive Summary
(02.1) Your Subject Matter Expert (SME), and your relationship with them, is crucial to the timely development of learning resources.(02.2) Effective initial planning, and ensuring mutual understanding of what is involved, will ensure the most effective outcome.
03 Structure of This Article
- (04) Introduction
- (05) Your First Meeting
04 Introduction
(04.1) The SME is the life-blood of Instructional Designers. SMEs provide the knowledge and experience to enable the Instructional Designer (ID) to create learning resources. The SME is, therefore, of great importance, requiring the support, and consideration, of the ID.(04.2) This blog summarises my experience in working with SMEs, and the important lessons they have taught.
(04.3) This blog assumes the SME is not directly involved in the process of Instructional Design.
05 Your First Meeting
(05.1) It is likely you, as the ID, have been given the contact details of your SME, and have been charged with establishing contact, to get the 'learning resource' creation process started.
(05.2) The three most important points to remember are:
- Assume nothing;
- Assume nothing;
- Assume nothing.
(05.4) An ID's instinct is to get-on with the content, but this is not the best starting position. As any ID knows, before you know it, time has passed, the meeting is hurriedly drawn to a close and the SME must leave. Important things are left undone, that will come back to bite.
05.1 Contact Details
(05.1.1) First, make sure you note any circumstances under which the SME does not wish to be contacted, and most importantly, honour them.
(05.1.2) Get as many contact details as possible/appropriate:
- Mobile (Cell) number – Work and personal;
- Landline number – Work and personal;
- Remember to have a DIRECT work number (a generic switchboard number can be an obstacle;
- E-mail address – Work and personal;
- Connect via professional media such as LinkedIn, if appropriate;
- Social Media, Skype (work and personal), if appropriate.
(5.1.4) Of course, remember to give your SME your contact details, and any restrictions.
05.2 Availability
(05.2.1) You may have been told the SME is available for the duration of the 'learning resource' creation process. Remember, assume nothing.
(05.2.2) Go through your diary with the SME and note any dates the SME will not be available.
(05.2.3) Ensure you ask if the SME has holiday booked, or if they will be away from their normal place of work for things such as conferences, or voluntary work, as these can be easily over-looked.
(05.2.4) Remember to identify measures to preclude any identified obstacles to the task at hand.
(05.2.5) Make sure you pass this information to your project manager, so they can plan effectively. If necessary, ensure the SME's 'project representative' receives the information, so all knowledge/expectations are shared.
(05.2.6) You may have been told, the SME has received a full brief on what is required. Remember, assume nothing.
05.3 Process Aide-mémoire
(05.3.1) Produce a brief document outlining the key processes for creating the 'learning resource', and the other resources you will use together. For example:
- Notes on developing First Drafts, the inclusion of media, copyright compliance, first review, successive review(s), QA process, final sign-off, publication, live-testing;
- Notes on how to present the first draft content. For example, using plain text files rather than PowerPoint. With PowerPoint, SMEs can waste valuable time making the content 'look pretty' and laying-out;
- Notes on developing questions, scenarios, simulations. I suggest my SMEs make notes of questions they want to ask as they progress with developing the content, but to insert them after they have finished the first draft content. That way, questions are less likely to need re-writing later, and the SME can check the questioning makes sense, once they have finished their edits to the first draft;
- Media production - Ensure your SME understands the time constraints relating to production. For example, your graphics team may be off-shore, limitations for producing animations, and video;
- Social media - Explain how Social Media is integrated into the learning resource (if available);
- Information about on-line resources, such as 'sand-pits' for review purposes, location of social media elements;
- The SME may need to be aware of certain authoring standards, which may include accessibility, or translation.
05.4 Your Supportive Role
(05.4.1) You cannot be certain the SME has been told about your Supportive Role, unless you make it clear. remember, assume nothing.
(05.4.2) You should ensure your SME knows you are available to discuss any issues, no matter how small they may appear. Make it clear when you may be contacted, and any planned commitments you may have when you cannot be reached.
(05.4.3) Remember - If you make a commitment to do something by a given date, do it.
(05.4.4) If something unforeseen happens to prevent you meeting your commitment, inform your SME as soon as possible, or arrange for someone to do it for you, and give a new date for fulfilling your commitment, if possible.
(05.4.5) Remember, your primary goals, for your SME, are to be supportive, available, and reliable. Your SME must quickly learn to trust you.
Use of this Article
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Resources
eLearning:
- 3D Printer Developments by 3D Printing Industry
(External link, opens in a new tab/window); - Augmented Reality from Tobias Kammann
(External link, opens in a new tab/window); - Browser Statistics by w3schools.
Browser Type, Operating System, Screen Resolutions
(External link, opens in a new tab/window); - Cambridge Dictionary The Cambridge Dictionary - leading authority on the English Language - Dictionary and Thesaurus - Free to use
(External link, opens in a new tab/window); - eLearning Feeds by eLearning Feeds. Ranked and scored e-learning blogs
(External link, opens in a new tab/window); - Global Statistics (on-line) by ITU - Includes Stats for the Web and Mobile
(External link, opens in a new tab/window); - Multi-media Software SourceForce - Open Source software (free) development and distribution community
(External link, opens in a new tab/window); - Punctuation Guide by the renowned Professor Larry Trask
(External link, opens in a new tab/window); - Referencing:
- Typography by Typekit Practice
(External link, opens in a new tab/window); - Virtual Reality Blog by Enter VR
(External link, opens in a new tab/window); - Web Usability by Nielson Norman Group
(External link, opens in a new tab/window).
Security:
- Anonymous Browsing:
- Computer by The Tor Project
(External link, opens in a new tab/window); - Mobile by The Guardian Project
(External link, opens in a new tab/window); - User-Agent String Confirm what information your browser is giving away about itself, your operating system and computer
(External link, opens in a new tab/window);
- Computer by The Tor Project
- Computer Security from Graham Cluley
(External link, opens in a new tab/window); - Email Encryption by GnuPG, for various Operating Systems
(External link, opens in a new tab/window); - Publicised Location Confirm your VPN/Proxy settings; where the Internet thinks you are
(External link, opens in a new tab/window); - Random No. Generator Create random passwords, convert numbers to letters, e.g., 5 = E
(External link, opens in a new tab/window); - UK NCSC Advice and guidance from the National Cyber Security Centre
(External link, opens in a new tab/window); - On-line Privacy by The Tin Hat. Articles and Tutorials
(External link, opens in a new tab/window); - VPN Reviews by TechRadar
The latest reviews of VPNs
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- GCA Toolkit Access the UK Police ActionFraud website
Protect small/medium sized business from cyber attacks
(External link, opens in a new tab/window); - Quad9 and DMARC Access the UK Police ActionFraud website
Protect your system and e-mail
(External link, opens in a new tab/window).
Guarding against disinformation and the re-writing of history.
Web Archive Access the Internet Archive Wayback Machine website(External link, opens in a new tab/window)