This week I missed DevLearn and was living vicariously through those in attendance via my twitter feed. But, I was finally able to relish in a secret I had been keeping for many months! On March 13, 2015, I suggested the lovely folks at Articulate have Atsumi, one of the most iconic e-learning characters, in the flesh, at their DevLearn booth. No one responded to this tweet, which I found a bit odd, but I later received a direct message vowing me to secrecy. I managed to negotiate a FaceTime in with Atsumi (thanks, Kelly!). My day was made! This week’s e-learning challenge is an homage to the wonderful lady who made these experiences (throughout many courses and at DevLearn) possible - Atsumi! Thank you, Atsumi for being such a wonderful stock photo specimen and for taking time to engage with use E-Learning Heroes! The Concept The challenge this week was to share our favourite Atsumi e-learning moments and explain how we’ve used here in our courses. I’ve only used Atsumi a handful of times in courses, mainly because I avoid using the stock character packs unless a client specifies. But when they do specify, Atsumi is my go to character! Because of the glory that are Non-Disclosure Agreements (NDAs), I can’t show you how I’ve used Atsumi in those courses. Boo! The Method First, I downloaded Jeff’s Atsumoji Freebie to use as a background. Then I added a rectangular shape and applied a transparency. Atsumi’s poses and facial expressions are near and dear to me, so I chose five of my favourite poses and added them to the slide, applying a fade animation effect. I then added two states to each character: grey (greyscale) and selected. I added triggers to each character to change the state to grey when any other character was selected, and then a trigger to each character to change state to selected when the user clicked a particular character. Another trigger was applied to each character to show the corresponding layer when the character was clicked. I added layers with textboxes, indicating what Atsumi was thinking (based on the pose). Finally, I added a brief instruction so folks knew what they were supposed to do with all of the Atsumis, and adjusted the player (no menu/resources/title/changed player colour). The Result Click Here to view the full interaction!

A rainy weekend is the perfect time to catch up on some e-learning challenges, and I’m really digging deep into the archives for this one! The Concept This challenge was to develop a gate screen for course content. It was specifically requested to develop two slides, but I feel like the gate screen is pretty self-explanatory, so I opted out of the second slide. The Method I knew I wanted an elegant looking gate screen, so I chose a background image relevant to my content (in this case, driver training tips - specifically, tips for driving in the rain). I then added shapes to create a sleep looking ‘popup’ box with second shape at the top, posing the question. Some of the best gate screens I’ve seen operate as knowledge checks, so that’s the style I chose. I created a multi-response question with two layers. One layer for correct (with a green banner and a continue link) and one layer for incorrect (with a red banner and a continue link). For the multi-response question, I used checkboxes so the user could see which selections they made when the feedback appears. I then added triggers to show the correct layer if Checkbox 1, 2, and 3 are selected IF Checkbox 4 is not equal to Selected, and a trigger to show the incorrect layer if Checkbox 4 is selected. The Result Click Here to view the full interaction.

The Concept The goal of this challenge was to take an existing, static, content slide and convert it to an interactive knowledge check using the convert to freeform functionality in Articulate Storyline. The Method First, I came up with a quick ‘static’ slide (there were some animations to jazz it up a bit, but nothing the user had to interact with aside from the next button, with some general information about three types of triangles. Then, I added a custom next button using a rectangle shape. Next, I added a slide featuring the three triangles, converted this slide to freeform and selected the Pick One option. I also customized the feedback to keep the visual aesthetic in check. Finally, I modified the player (player background and bored colour, no menu/resources/volume) and published. The Result Click Here to view the full interaction.

Things have been super busy over in these parts, but I wanted to check in and provide you folks with a fantastic offer on my book, Articulate Storyline Essentials, if you’ve been interested in purchasing it…now’s the time! For a limited time (until November 20th), Packt Publishing will be providing a 50% off discount on the Articulate Storyline Essentials Ebook. Just click through the banner below and enter the discount (indicated on the banner) code at checkout. Please note, this is only applicable to the ebook; not the paperback.

Several weeks back, I talked a bit about elements featured in the design phase of course development, and now I’ve returned to finish off (the high-level) discussion. Previously, I talked about design documentation. Now I’m going to focus more on the technology and visual elements. Within the design phase, this is typically where I would identify an authoring tool or Learning Content Management System (LCMS). Where will the development occur? Will the course be developed in Articulate Storyline? Adobe Captivate? Flash? An internal LCMS? This should be identified before anyone moves further into the development phase. Why? Because the development tool selected may impact some of your specifications in your design documentation. For example, if you specify one authoring tool in your design documentation, but use another, your client might hold you accountable for not doing what you said you were going to do. Once selected, this authoring tool specification will help you out when coming up with a style guide (e.g. what screen styles you’re planning on using) and will be instrumental in specifying prototype requirements and compliance requirements. If your project requires SCORM compliance, you’ll want to ensure the authoring tool you select has that capability…or redevelopment might be in your future. Another element you might want to consider during the design phase is to outline your course content. High level is usually best for this. From a higher education perspective, the design phase is where I would have faculty members begin populating a Course Development Plan document. This document acts as a container for specific high-level course content, and facilitates and easier transition during the development phase. For example, this document (once complete) will have most all of the content housed within the document (and signed off on), and the faculty member can then copy/paste the textual content into the Learning Management System (LMS) instead of having to spend time retyping/researching what content they want to include in which module. It just streamlines the development process. For design, I think a good rule of thumb would be to outline as much information about the project requirements and high-level course content as you can, because it will make for a smoother development phase!

Everyone! Hurry up and head over the the E-Learning Guild’s Learning Exchange throughout the month of November. I’ll be posted up there every now and again sharing some tips for their 30 in 30, and so will a bunch of other fantastic contributors! Today, I’m hanging out on Day 2 of the 30 in 30, teaching you all about how to create an elegant learning objectives slide in Articulate Storyline. Definitely go check it out! Over at the Learning Exchange I provide a step by step walkthrough (in text), with a video demo. You can download the Source file here, and you can watch the video demo below:  

Edit: Well - that was poor scheduling on my part; Thursday is not Tuesday - whoops! My bad! It’s time to talk Development - my very favourite phase of Instructional Design! Why is it my favourite? Because I get to create things! I suppose that could be said for the Analysis and Design phases (Job Task Analysis and Design Documents…), but development is my favourite phase because I get to play in authoring tools that I love to create magical (ok…maybe that’s a strong term) e-learning for my clients. In this phase, you get to put all of the information you defined in the Analysis and Design phases into practice! Another reason this is my favourite phase is because there’s been a lot of build-up at this point - you’ve poured over the details of the e-learning project, but you haven’t physically seen anything just yet (outside of a ton of Microsoft Word documents). This might be a bad analogy, but it’s like hearing you’re going to have a wax figure of yourself made, and finally having it unveiled…alright, it’s probably a really bad analogy - I don’t actually know how that feels, but it seems like a very hyped up lead in to an exciting result! However, development isn’t always working within your favourite authoring tools. It could (and often does) involve: Scripting Storyboarding Drafting audio narration scripts Creating prototypes Developing assessment items Creating lesson plans Developing style guides Creating media assets If your project calls for rapid prototyping (aka forgoing most of the previously mentioned documents), you’ll jump into your authoring tool with both feet and immerse yourself in the wonderful world of e-learning authoring. In summary, the development phase of instructional design involves the development, and the processes involved in such development, of e-learning course content - Regardless of medium (e.g. Microsoft Word, PowerPoint, or e-learning authoring tools such as Adobe Captivate or Articulate Storyline).

About a year and a half ago, I wrote about where to find freelance instructional design gigs, and my experience with each of the mediums discussed. The lovely Christy Tucker (-swoon- I’m fan-girling over here ya’ll) recently gave this post a shout-out in a presentation as being a helpful resource, which reminded me that I really should update my list. So, now I’m here to provide an update with additional resources, because I have since found clients (or had them find me) through some other channels. Bid Sites For starters, in the last post, I discussed Odesk.com and Elance.com, these sites have since merged and exist under the umbrella company Upwork.com. I no longer haunt these sites looking for new contracts. Why? Because I don’t like the concept of bidding on projects. Sure - it might be for some, and I definitely dabbled in my fare share of bid sites when I was starting out, but I would compare them to Tinder (that ‘dating’ app) in terms of how icky it the concept behind the site makes me feel. Using these sites, I felt like I wasn’t being valued for my experience and expertise, but instead my ability to compete with other bidders…and let’s face it-I’ve never been a competitive person. Action Steps: Take it or leave it; they’re a great place to go if you’re just starting out, but can leave you a little icky feeling as you progress through your freelance career. E-Learning Heroes Community and Job Board I’m still active within the E-Learning Heroes community (and will be until it ceases to exist), and always encourage instructional designers and/or e-learning develops participate in the community; especially when it comes to building your portfolio. The ELH community is a great place to showcase your work, share your knowledge, and help others…so in turn, it is also a fantastic place for potential clients to headhunt you! You just never know who’s lurking among the forum posts. Be generous with your participation and sharing, and someone will surely notice. One of my best long-term contractors found me through the ELH community and sub-contracted work to me over a year ago, and we have been working together, for a client I feel good about doing work for, ever since! Recently-ish, the good folks at Articulate added a Job Board, and you need to go there and bookmark that page right now, because there are new jobs posted every week (and sometimes everyday) that you should really check out! Action Steps: Participate in the ELH community (especially the weekly challenges), and lurk that job board! Referrals Referrals are now where I find most of my clients, which is awesome! It means that people in the e-learning community think I’m doing good work and feel comfortable referring me to work with their colleagues, or referring their clients to me to do overflow work when they’re too busy to do it themselves. For this method, sharing really is caring. So whenever I experience overflow, I am quick to forward my clients to many qualified instructional designers. Referrals are truly a form of flattery, and for that reason, it’s how I prefer to find new clients these days. Action Steps: Share your knowledge, participate in like-minded communities, refer others, and karma will return the favour! Social Media The results of participating in social media is similar to that of referrals because it often leads to referrals! I’ve found a lot of clients through FaceBook, Twitter, and LinkedIn, and have even been recruited by several clients on LinkedIn. Social media is definitely where your new-age clients are hanging out. There are great Twitter chats out there (Guild Chat, Chat2Lrn), and a fantastic sub-reddit related to all things instructional design. Action Steps: Participate in social media spheres, but participate in a meaningful way. Don’t spam your Twitterfeed with archived posts from your website. Be a giver! Promote others and they’ll likely promote you! My Website I wrote about finding clients through my website in the first iteration of this post, and it’s still producing a steady stream of work and/or business inquiries. Most inquiries reference my contributions in the E-Learning Heroes community (as explanation for how they found me), but many reference my portfolio and certain work in the portfolio that appealed to them. Why am I talking about this again? Because if you want your clients to come to you, you need to get a website and/or portfolio, and show them what you can do! Oh! And don’t forget — make sure you communicate effectively to ensure potential clients know how to contact you and can do so easily. I use a WordPress plugin for my contact form. It makes life easy. Action Steps: Build a website (or have someone build one for you), include a portfolio of some sort, and include contact information. Again, I hope this post was informative, and if you have any questions, don’t hesitate to ask! I’ll do my best to provide you with an appropriate response.

Tools and apps come and go, and there seems to be so much wasted time investigating tools that don’t necessarily work for your unique purposes. I get a lot of questions about the tools and apps that I use, and while many of them are included in the Resources section, I thought it might be helpful to update you on the ones that I’m using most often. Articulate Storyline 2 - I don’t think I have to drone on too much about my love affair with Articulate Storyline, so I won’t. What I will say is that if you have yet to dip your toes in the Articulate pool, please just jump in…with all of your clothes on…because it’s pretty darn awesome! Parallels - If it wasn’t for Storyline, I would never have discovered Parallels. I would just have been suffering through using Boot Camp to run my Windows-based programs. I know some folks out there love Boot Camp, but I’ve tried it, and I’m not one of those people. Parallels makes it very easy to run Mac and Windows-based programs, simultaneously. And for anyone wondering - No. I do not experience lag when working in Storyline. SnagIt and Camtasia - Techsmith has my heart when it comes to SnagIt and Camtasia, which I use for all of my screen capturing and video development needs! Dropbox Pro - Dropbox has saved my butt on more than one occasion and should be considered essential for any business person, especially those working in virtual teams. It proves critical in backing up all of your necessary projects so you can have them in more than one place (dropbox, your computer, an external hard drive - if you’re not backing up in three locations, do that now). Actively Learn - In higher education, I’ve been recommending faculty members use Actively Learn because it’s very easy to create a more active learning experience than traditional lectures. Nearpod - Coming in at a close second for enhancing the learning experience is Nearpod. You can create presentations and incorporate assessment throughout the presentation. Each student uses an access code (on their own device) to access the presentation as the instructor is giving it, and assessment is completed in real-time. You can share the stats (e.g. graphs) of responses, but only the instructor will see the student name associated with the response. Canva - In the past, I had dabbled in Canva, but it really proved its worth to me when I was developing graphics for a sample course. It’s a site that easily allows you to create professional looking graphics without having to install and navigate the complexities of a graphics program (e.g. Adobe Photoshop). I’ve been recommending this to faculty members as an easy way to create quick and professional looking module introduction graphics. Soundcloud - It’s not often that I have to regal people with my voice (and thank goodness!), but when I do, I upload and share my audio using Soundcloud. It’s free and easy to use! Vimeo - All of the videos I create in Camtasia are uploaded and shared using Vimeo. It’s easy to use, you can easily share, and you can add metadata if you want to enhance search-ability. For personal use, I use the free account, and at the university, we use the Pro account. The free account makes you wait in a queue for the video to upload and process, but it never seems like much of a wait (especially when you upload super early in the morning). Fetch - Fetch is the best FTP client for Mac that I’ve found. I know that’s a subjective statement, but I really enjoy using it. It’s user-friendly, and while you wait for your files to upload, your cursor turns into a running dog - how fun is that?! Hopefully you’ve found at least one tool in this list that you can make use of, and if not, I’ll be drafting these posts regularly, so stay tuned!

Last week I spent some time talking about the Development phase of Instructional Design, but I got bogged down with itemizing the various elements that you might develop, so I didn’t get to talk too much about my favourite part of development. In e-learning, this would be the authoring element of development! This week, I thought I would chat a bit about some of the authoring tools that are used for e-learning development, and what I think about them. Within very first development gig, I spent a ton of time working in an internal Learning Content Management System (LCMS), and I have to say that for all the little bugs, I truly believe our company could have brought it to market and it could have been a big deal. After having worked in several other LCMS’, I feel pretty comfortable saying that it was one of the most user-friendly tools I have ever used. Unfortunately, I don’t believe it’s being used any longer and therefore is definitely not out in the market…an e-learning industry’s loss -sigh-. This position also afforded me the opportunity to work within OutStart and Ilias…which were alright, but not for me. Ilias was Linux-based, and I just didn’t have enough familiarity with it to really form much of an opinion aside from noting the inconvenience of working in an almost entirely Windows-based office. OutStart was alright, but it was buggy, expensive (for what it is), and had one major character flaw (at least in the version we had access to): any of the developers could accidentally delete an entire program…you know a series of courses that a team of 20 had worked tirelessly on for months. Whoops! It did have a lot of helpful features for course development, but I often found myself looking for workarounds to get things functioning properly. I was introduced to Adobe Captivate, used it for way too long, hated it instantly, and still have a deep-rooted dislike for it. That’s all I’ll say on the matter. Articulate Studio proved extremely helpful for developing media assets without needing a media team (in terms of interactive graphs and charts - which is what we used it for primarily). It was an extremely under-utilized authoring tool in that corporate environment; however, I’ve since used Studio in my independent development, and I’m still amazed by some of its capabilities - I have one project in mind that had a unique way of using the Player tabs, and I always go back to that one as an aesthetically exceptional use of Presenter, if I do say so myself. Articulate Storyline has my heart. It’s truly my favourite tool to author in, and the reason you’ll only ever see Storyline samples in my portfolio. Why bother including samples from OutStart or Captivate if I know I don’t want to work within those tools? It’s my favourite authoring tool because it makes my life so much easier! The functionality and features in Storyline allow me to streamline my workflow and development process, which is half the battle. With such a supportive community, I know my inquiries will be responded to expediently, and I won’t have to wait weeks for a response from a support team of 1. TechSmith Camtasia is my favourite video editing tool. I use it in my independent work, I use it at the university, I encourage all of my faculty members to use it, and it really provides a wide range of video development and editing capabilities with a very small learning curve. Moodle is the Learning Management System (LMS) the university uses, and while it’s not flawless, it does exactly what we need it to do, which is great for an open-source LMS, and for a university known as ‘the’ distance university in our region. I’d love to hear about the authoring tools you’re using and your experiences with them, so let me know in the comments below!