Tag: e-Learning

How to do a Training Task Analysis

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A task analysis is a process of documenting a task, step-by-step. The ability to do a task analysis is a crucial skill for instructional designers and training developers. After all, training, at its core, is teaching people how to do tasks. To train a learner to complete a specific task, you must first define how the task is done: this is the task analysis. 

Even a seemingly straightforward task, such as making a pot of coffee, can have many steps and decision points.

  1. Fill the reservoir with water
  2. Insert a coffee filter 
  3. Add ground coffee to the removable filter basket
  4. Close the lid
  5. Place the glass decanter on the burner
  6. Press the “On” switch 

There could be even more steps in the process if you were to include how to grind the coffee beans and measure the correct amount. Or, if you were using a fancy coffee-maker with many buttons, bells, and whistles. Needless to say, even the most basic of tasks has more to it than we often realize. 

Task analysis involves working with a Subject Matter Expert to specify the task, its sub-tasks, and the steps within it. Let’s take a closer look at how this is done with an example. Let’s say you’re an Instructional Designer working for a retail business that has several stores. You’ve been asked to build training for new hires on how to do the following task: “Close the store”.  

Step 1: Identify the task 

The first step to the task analysis is to identify the specific task that will be analyzed. A task is defined as “a piece of work to be done”. In this case, closing the store for the day is the task in question. Remember: tasks should always start with an action verb!

Step 2: Identify the sub-tasks 

Once you’ve identified the high-level task, you can start to look at the sub-tasks that are included within it. Sub-tasks are the smaller processes that are included within the larger task, and each sub-task should also start with an action verb. Let’s take a look at some of the sub-tasks involved in closing the store: 

  1. Clean the store
  2. Restock the shelves
  3. Close the register
  4. Lock up the store 

The number of sub-tasks to include will vary depending on the task, as well as how granular and specific you want the training to be. Work with a Subject Matter Expert to identify the sub-tasks to include.

Step 3: Identify the steps 

This is where you get into the details and specifics of how to carry out the sub-tasks identified above. Steps, just like tasks and sub-tasks, should always start with an action verb. Let’s break down our sub-tasks into steps:

Close the store

  1. Clean the store 
    • Mop the floors 
    • Wipe down the countertops
  2. Restock the shelves
    • Re-stock items that are low
    • Face items on shelves
  3. Close the register
    • Shut down the Point of Sale (POS) system
    • Put away the POS equipment
  4. Lock up the store
    • Turn off the lights
    • Lock the front and back doors
    • Activate the alarm system 

One of the challenges of being an instructional designer is deciding how prescriptive you want to be with the steps, and how much detail you want to include. This will largely depend on the specifics of the project and your audience, so don’t forget to complete a thorough audience analysis (read more: 20 Questions to Include in an Audience Analysis). 

Completing a task analysis is a straightforward activity that involves breaking a process down into its step-by-step activities. The ability to complete a task analysis will go a long way in helping you build meaningful and relevant training.

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Storyline vs. Rise: When To Use Which?

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If you build online training, you’re likely familiar with the Articulate 360 suite of e-learning tools. Articulate 360 tends to be the go-to for most training developers as it’s a robust suite that offers everything needed to create e-learning; this includes multiple authoring tools, video recording software, an image library, and a Review tool. As part of the Articulate 360 suite you get access to two authoring tools: Storyline 360 and Rise 360. One of the most common questions people ask is “When do I use Storyline vs. Rise?”. Each tool serves a unique set of needs, but when you’re new to them, it can be hard to know which to use when. Here are some best practices for when to use Storyline vs. Rise. 

Use Rise 360 for…

Super-rapid development. There’s no doubt about it: Rise is the quicker tool for e-learning development. Popping in the different types of blocks is very quick and easy to do. From there, you simply add your text, insert a few images, and you’re done. I also find development is made easier by the fact that you can have a lesson that scrolls endlessly, instead of being confined to a slide’s dimensions.

Text-based content. Rise works especially well for text-heavy content, such as job-aids, policy documents, employee handbooks, and standard operating procedures. Pretty much any business document can be converted into a Rise course, so, if you’re thinking of putting it into a PDF document, consider a Rise course instead. 

Collaborative course development. Between Storyline and Rise, Rise is the more collaborative tool of the two. It allows you to have multiple people working in a course at the same time. So, if you need to involve multiple course creators, or if you want your Subject Matter Expert or reviewers to be able to make edits directly to the content, you’ll probably want to use Rise.

Seamless mobile experience. Rise offers a better experience across devices, hands down. The main reason is that Rise is responsive and automatically adapts to different screen sizes, whereas Storyline content is restricted to it’s slide dimensions. If your content will be heavily used on mobile devices, Rise is definitely your top choice.

Use Storyline 360 for…

Customization capabilities. If you’re looking to really control the look-and-feel of every screen, the fonts, the colours, and everything about your content, then you will want to use Storyline. With Rise, you’re limited to the block types, so if you want to go beyond that in terms of on-screen activities and the look-and-feel of your course, you need to use Storyline. 

Extensive interactivity. Storyline is an extremely powerful tool for building rich interactions; it even allows you to easily add logic and conditions to your interactivity so you can really control the experience and make all kinds of cool things happen on-screen. You can add animations and do things like build custom games and activities. If you want something really feature-rich, unique, or game-like, you’ll want to go with Storyline. 

Software simulations. Software sims are an excellent way to get learners using a new application without the risk of being in the real system. If you’re looking to create software sims, you’re going to want to use the screen recording capability in Storyline. This allows you to record your process once and easily break it down into step-by-step slides that automatically include captions, hot-spots, and more.

Keep the above-mentioned tips in mind next time you’re getting ready to develop a course, and use them to consider what is the best tool for the project at hand. Remember: you can have the best of both worlds and include Storyline content within a Rise course, using the Storyline block. I have used this feature a lot myself, especially when doing product training and wanting to bring in a few software sims. Personally, I find Rise to be my go-to because of its ease-of-use and mobile responsiveness; I fall-back to Storyline when I need to do something more custom or special. 

How do you decide whether to use Rise or Storyline for a project? I’d love to hear your thoughts on this topic. Let me know in the comments, and follow me on Twitter for more e-learning and training content

Post-Course Evaluations and E-Learning Analysis

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Post-Course Evaluations: What E-Learning Designers Need to Know

If you’ve been in the training industry for awhile you may have heard that post-course evaluations are sometimes referred to as “smile sheets”. This is because as long as the evaluations receive mostly positive ratings, or “smiley faces”, we tend to classify the training as a success. However, the post-course evaluations are almost never a true reflection of how successful the training/e-learning actually really was and what it’s impact is on the bottom line. This article looks at some of the difficult questions you need to ask to help truly measure the success of your e-learning with your post-course evaluations.

Full article: Post-Course Evaluations: What E-Learning Designers Need to Know

Post-Course Evaluations for E-Learning: 60+ Questions to Include

If you have developed a post-course evaluation before you know that it can sometimes be a challenge to come up with meaningful questions for your learners. To help you out with that, I’ve put together this comprehensive list of over 60 questions that can be included in a post-course evaluation. Of course it’s important to refer to the previous article, and keep in mind that these evaluations don’t mean the training had a successful impact on the business. You can select the questions that apply to your specific project from this detailed list.

Full article: Post-Course Evaluations for E-Learning: 60+ Questions to Include

The Top 3 Types of E-Learning Analysis

Here is a look at three of the most common types of analysis carried out by e-learning developers and instructional designers. These are the needs analysis, audience analysis, and task analysis. The needs analysis is done up-front to determine is the training is actually necessary or not. An audience analysis is then developed to identify the learners, their demographics and their specific needs.  Finally, a task analysis breaks down the specific tasks that the learners need to apply in order to improve their knowledge and skills on the job. Having a solid grasp on these three types of e-learning analysis will go a long way in ensuring your projects are successful!

Full article: The Top 3 Types of E-Learning Analysis

Needs Analysis – When Is E-Learning The Solution?

Have you ever been asked to complete a training needs analysis to identify if an e-learning or training project is really necessary? If so, you’ll know that doing this can be a tricky endeavour, and it can be hard to differentiate between the training that is wanted and the training that is really needed. If this is a task that you’ve been faced with before, you might be interested in reading about a simple process you can follow to identify if training is really needed. It is a straightforward approach that involves comparing your employees current and expected performance, to identify if there is a performance gap that can be solved with a training solution.

Full article: Needs Analysis – When Is E-Learning The Solution?

Infographic: The Presentation, Application, Feedback (PAF) Model

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This colourful infographic illustrates the Presentation, Application, and Feedback (PAF) Model for training and instructional design. It’s important to keep the PAF Model in mind when developing training to ensure we’re not overloading our learners with too much presentation of content. It’s crucial to include lots of opportunities for application of knowledge and to then provide the appropriate feedback.

Instructional Design Infographic