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Showing posts with label instructional design. Show all posts
Showing posts with label instructional design. Show all posts

Thursday, October 1, 2015

Reviewing Reviewlink 3

When I first logged into ReviewLink it was sometime in 2012 or 2013. The company I was working for was considering an alternative method to enhance SME participation and ease of use in reviewing course material. We first began to consider using it because of the integration into Lectora. Back in the day, I was usually put in charge of writing standard operating procedures so I started to formulate a way to make it work within our current process.  It wasn't hard because developers would publish out to Reviewlink instead of the test server of our LMS, SME's would log onto Reviewlink instead of the LMS, and comments could be created and marked as complete just like what we were doing in Word or PowerPoint. I presented my findings to my superiors but it lost to politics.  I heard "it's not broke let's not fix it" and it's going to cost us to much money. We were also going to have to consider hosting the tool since the companies firewall was so strict. At the time we had around 15 developers and Instructional Designers on staff working on any where from 3 to 30 projects at one time. The sheer volume we dealt with on a daily basis meant we needed a large amount of uploads. I still really feel like we could of reduced review time and the total number of back and forth emails. I've seen success stories floating around with crazy hour reductions.

Fast forward to now and it has a monthly or yearly fee with different package sizes to fit everyone's needs. They also pushed the tool out as it's own SaaS making it available for non Lectora users which makes perfect sense because you can now upload Storyline and Captivate content. For companies that work with freelancers or multiple authoring tools you can now have a shared platform outside of your strictly limited LMS to review content! You can also review on the go because Reviewlink is responsive.

I love how if you suggest something they take it into consider. That's probably one of my favorite aspects of Trivantis products.  If you ask for it, they'll figure out a way of putting it in, especially if they see the value as well. I feel a lot of pride and excitement when I work in a product where I get to see my suggestions come alive. When we were researching the tool we wanted the ability to comment in multiple languages because a lot of the work we did was in translated content, done!  We wanted a way to sort through and pull off comments if needed, they added it.  The only thing I see that still could be a great feature is adding callouts.  Sometimes it's hard to explain in text where an object is or what it's doing especially if your working in a language your not familiar with.  It would be nice to have some basic shapes or even just one that was color coded to your particular feedback. That way instead of reviewing the page in full you can easily pick out what the reviewer is talking about.

All in all the versions just keep getting better and better. I can see the value of adding this into my tool set. If you want to check out ReviewLink they have a free 30 day trial.




Monday, September 28, 2015

Looking Back at a Year in Healthcare eLearning

I recently left my job in the healthcare L and D field to start a new pursuit and it got me thinking.....was there a difference?  My job previously was for a chemical company where most of my courses were manufacturing and safety related.  Did I do anything differently or have different struggles?  Here's what I found when I looked back at a year (technically year and eight months but who's counting) in healthcare elearning.

The regulations are as crazy as you'd think


I came into a word of Meaningful Use and ICD-10.  If you're not in the field you probably won't understand my pain but let me try to break it down for you.  If doctors want additional funding for seeing Medicaid and Medicare patient's they had to attest to Meaningful Use to be qualified.  This means that every software developer in the nation had to make sure certain features were available and they were certified.  Then doctors had to change their daily routines, pull reports and add in this extra amount of work. Then ICD-10 is the coding system doctors will soon have to communicate in.  It took a smaller number of codes and turned it into a bigger number of code.  Diagnoses are going to have to be more refined.  Oh and did I mention they already postponed it because they felt people weren't ready?  October is going to be crazy unless another committee decides it should be stalled again. And these were just the major ones.  Add in a various number of state to state regulations and governing parties like the CDC and FDA.

Images are easier to find


I went from having a stock library at my disposal to having nothing. Even though we weren't encouraged to add images into our courses (they were for product training so it was mostly images of the software and branding was strict) I went on the hunt any ways.  For having to stock up on free resources I found that most websites had a nice variety of free images. A lot of them were vectors but at least they were tastefully done and useable. Side note: I'm a bit obsessed with finding free image sites so I have a whole bunch bookmarked that I'm not afraid to sort through if I need to.

You don't have to know it to be successful


I knew nothing beyond what I had seen in trips to the doctors before starting.  I was never a nurse or worked for a similar company. Because I was a fresh slate I had a steaper learning curve but I found that like any field there were common terms and processes that I keep in mind.  I'm blessed with the ability to pick up on things easily especially processes and programs so I felt comfortable in a short amount of time.  I think that's one of my favorite things about L and D.  You don't have to know your subject matter, just the general principals and models and a helpful SME.

Medical staff want it done...right now!


Urgency was even more felt. In my previous position we had a rapid style development where turn around was in days or weeks but it prepared me well for this job. Everyone wanted to see something and see it now.  Add that along with how quickly they pushed out new versions of the software and we were playing a never ending game of catch up.  That was one thing that irritated the never ending crap out of me. Why push out a product that you can't train on? They had sessions were people could see or have the concepts explained more clearly but it was a one time thing that didn't go into much detail.

Everyone struggles with SME participation


I kind of already knew that everyone struggled with SME participation.  Search the internet and you'll see tips trying to help, find stories and and horror stories about what SMEs have done to make a developers day a nightmare. But now I really understand how some problems can be universal.

Did you work creating healthcare elearning? What struggles do/did you face?  What are universal struggles we face?

Disclaimer: This is based on my personal experience and is a generalization of my experience. All opinions are my own and may or may not be shared by my previous employers or other members of the field.


Thursday, May 28, 2015

3 Steps to Becoming an Instructional Designer

I love talking to people in Instructional Design!  We can sit back and chat about experiences and share funny stories about projects that have gone right and terribly WRONG.  It’s nice to have someone who understands what you have to go through especially for those who are a team of one. 

My favorite conversation to have is how you became an Instructional Designer.  Last year I explained my process of becoming an Accidental Instructional Designer.  One of the interesting facets of this career path is that no two people share the same story.  There are however, the same three steps you can take which will help you become more desirable to employers.  Like all other jobs, it boils down to Education, Experience, and Skills.  But what specifically?  Let's talk it out.

Education


People in learning value education, go figure!  The “debate” has been circling around the Internet for some time but the general rule of thumb is that it definitely doesn’t hurt.  It seems like most employers want a Bachelors degree either in Business, Communication, Education or Informational Technology.  Once you get into the Masters level more specialized degrees are available. On top of a degree, both Bachelor and Masters, certifications are available as well.  If you already hold a degree a different disciple then compare your coursework with that of a Instructional Design degree to see where there is gaps.


If you’re not able to continue your education you can invest in professional development courses.  A lot of the associations and guilds for the learning community provide opportunities but I find them to be quite spendy.  If you have the money and ability then by all means sign up for a membership and courses.

Here’s a list of guilds, communities and associations you can join:

If not, good old Lynda.com has some awesome content.  I started paying for a subscription in February and haven’t regretted it yet.  They have tons of videos and avenues for you to explore.  The content is being updated frequently and you can add your certifications directly to your LinkedIn profile. The ones I feel would be the most helpful are based on theories and technology.

Courses on Lynda.com that I recommend:
On the more basic level is reading articles and watching videos that explain different topics in the field. Watch eLearning authoring tutorials and videos from market leaders and  fellow Instructional Designers. Then find some great quality companies that provide helpful content on their blog and check out an article once a day (or 20, I won’t judge).

Blogs I love:
There’s also Twitter chats that happen frequently that you can join.  I’ve found that trying to keep up with these conversations can be mind boggling especially if your using a mobile device.  Go into the first one knowing that you might feel overwhelmed at times and need to find a process that works best for you.  I personally have to be on my laptop and focus all my energy on reading comments and replying.

Here's some hashtags:

#lrnchat
#edchat
#blendchat
#mlearning
#elearning
#gbl (game-based learning)
#edtech

Don't forget to add me into your conversations! https://twitter.com/jvalley0714

Experience


For someone getting into Instructional Design, experience seems to be the hardest category to fill.  While some companies are kind enough to work with people looking to start off after getting their degree or switching fields, the opportunities seem to be fewer and farther in between (then say, ones asking for even 1-3 years of experience). You could start a YouTube channel or blogging to gain experience and knowledge writing and speaking about topics but the best way to gain experience is to work on projects for your portfolio.


An alternative to building up your portfolio is working on short-term projects in your spare time.  Quite often I’ll see companies looking for someone to help with a project that only lasts 3-6 months or work that’s on a project-by-project pay. While that doesn’t seem like the best opportunity for people already in full time positions, with the proper planning and dedication it’s a possibility.  It could also be just enough to get your foot in the door at a company.  You can also offer your services for free to non-profits and look for paid freelance projects on websites like upwork.com and elance.com.

For Instructional Design careers there seems to be three avenues you can choose from; contractor, regular employee and remote worker. I worked as a contractor for the first part of my career and it was a great experience. Most listings will spell out how long the position should last and if there’s a possibly of extensions. Again most of the ones I’ve seen are for 6 months periods but the one I was hired into ended up being over 3 years because of project extensions being renewed. The best place to find these types of jobs are through employment agencies. 

If the company is really interested in having on site learning professionals then you’ll see postings for jobs within their learning or training department.  These offer the same working conditions as any other typical job and if they’re with the right company can provide plenty of learning experiences and growth. Try your normal searching avenues like Indeed and LinkedIn to see what’s in your area.

This field also includes a sector of positions that are remote or telecommute. These jobs will have you working from home on your own personal computer and software or using company provided technology. The requirements seem to be a bit higher with most requiring a Bachelors degree and five or more years of experience.

Skills


To be a great Instructional Designer you need to go be good at applying the principals and theories of Instructional Design (and other relevant fields), be an excellent project manager and be able to successfully create material using any technology required.  The growing trend is for companies to have a training department of one or hire fewer employers who are a jack of all trades.  For this reason you should familiarize yourself with the skills needed in applying principals, theories, and models like ADDIE, hone your project management skills, and work up your knowledge and experience on any technology that may be relevant.  To start with you should have a good understanding of authoring tools and learning management systems, Microsoft Office or equivalent especially PowerPoint and Word, an audio software, a video software and an image manipulation software.

There are plenty of free software’s out there.  As a matter of fact, heres over 350 to get you started: http://jennifervalley.blogspot.com/2015/03/almost-350-free-or-cheaper-tools-and.html


Again, I’d turn to Lynda or Youtube to get you started and certified.  The more projects you work on the higher skill level and expertise you can present. You can even carve a niche by offering advice on a particular product and build up your experience that way.

Still have questions or concerns?  Add me on LinkedIn so we can further the conversation. https://www.linkedin.com/in/jennifervalley0714



Wednesday, May 20, 2015

My Archer Gif to You (eLearning Challenge #83)

http://www.awn.com/news/season-6-teaser-returns-archer-cast-its-roots

Lately my husband and I have really been into the series Archer on FX.  It's an adult cartoon about spies and in between missions, office romance and the funny antics the group gets into, it's always a laugh. It's been a really long time since I've binged watch an entire show and I'm proud to say I've watched almost all (if not all) 62 episodes. It's officially started taking over my brain because theres instances during the day where I wish that I could say a line from the show out loud. Well thanks to Articulate's Learning Challenge #83 10 Reaction Gifs For Every E-Learning Challenge I get "to share a collection of reaction gifs for any e-learning topic you like".  YAY!

Here is my Archer Gif to you.


1. When the deadline gets moved up on a big project




2. When someone wants to talk to me about work on lunch




3. When the training is going to be implemented in a completely different way then discussed




or


4. When a meeting goes way to long and without resolve




or



or


5. When management is trying to hype up a project




6. When I'm asked if the project I got the full details on yesterday is ready




or


7. When trying to explain mobile learning




8. When your idea circles the drain




Anyone else an Archer fan?  Check out this BuzzFeed quiz to see which character you are.  I'm Pam and proud :)

Thursday, April 16, 2015

Putting Together the Perfect Portfolio

Putting together the perfect portfolio is an important but daunting task. What will employers/clients want to see? How should I display it? Where am I going to find the time to create something? All are valid concerns with limitless possibilities.  I’ve slowly been piecing mine together while reading any articles that provide tips and tricks. This is more of a do what I say then say what I do. Everyone’s portfolio is a work in progress and I’m not an exception. I still planning on doing everything listed in this article, hopefully by the end of the year, and then revisiting it often. Just make sure that along the way you're presenting clean content that represents you! I added a Phase 2 section to each tip which explains how you can go above and beyond to really provide the most value for maintaining a portfolio.

Define your target audience.

The field of L&D is vast, from Instructional Designers to Graphic Designers and Course Developers to Curriculum Developers, but we have all one thing in common. The desire to land the perfect job or client! To do this you need a resume that speaks highly of your experience and performance, a cover letter that explains why you'd be the best person for the job, and a portfolio. The first step in creating a portfolio is to narrow down your target audience and understand their demographics and expectations. 

I found that asking myself who’s my ideal employer or what company would be awesome to work for really drilled down how I wanted to employers to see me and be impressed by my portfolio. Keep in mind this ideal employer when creating content or researching topics to use.

Another way of narrowing things down is to figure out the type of employer or client you’re looking to attract. In the training industry, you have companies that fall into many different sectors including (according to the Bureau of Labor Statistics):
  • Architecture and Engineering
  • Arts and Design
  • Business and Financial
  • Community and Social Services
  • Computers and Information Technology
  • Construction
  • Education, Training and Libraries
  • Entertainment and Sports
  • Farming, Fishing and Forestry
  • Food Preparation and Services
  • Healthcare
  • Installation, Maintenance and Repair
  • Legal
  • Life, Physical and Social Sciences
  • Management
  • Math
  • Media and Communications
  • Military
  • Office and Administrative Support
  • Personal Care and Services
  • Production
  • Protective Services
  • Sales
  • Transportation and Materials

From there you can understand the demographics and expectations of what may be possible content or presentation styles. Most companies will want to see a range of topics to show that you’re able to work across departments and with different SMEs. However, researching each sector will help you understand the nuances. For example, a college will probably want to see a well-researched topic while k-12 is all about keeping a child’s attention while teaching the basics. Technology companies will want to see technical driven content while restaurants will want product training and customer service. Production companies will want to see standard operating procedures brought to life or training on safety concerns. Of course, not all companies end up in these generalized paths but it’s a good place to start. At the very least I like to recommend that people start by adding three key pieces that address customer service, product training and process training.

Phase 2: Create a stellar example of a super focused course or other training material and feature it as the first things potential employers or clients see. A deep understanding of a relevant topic and a beautifully crafted course shows that you have what it takes to rock whatever they throw at you. Still not sure what to create something about? Try teaching someone about something your passionate about.

Variety IS the spice of life!

Hiring professional aren't looking for the same PowerPoint template with different content over and over, so get creating. Include examples in a variety of medias to show versatility and ability.  Try adding at least three examples of these content types:
  • Web based course
  • ILT presentation and train the trainer notes
  • vILT
  • Webinar
  • Storyboard
  • Writing sample
  • Graphic
  • Infographic
  • Voice Sample
  • Curriculum
  • Course Description
  • And for maximum punch a learning campaign
But Jennie, my company won't let me us any content. That's fine! NEVER break copyright infringement or use content without permission. Even web assets and graphics!

Instead offer a vILT or Webinar for free and record your performance or get involved with a podcast or web show. Even something from your personal life like cooking or exercising will give you the experience and example you need. Just make sure you're producing quality content that's edited tastefully and doesn't involve any hot topics like religion or politics (unless that's your target audience). Always play to your strengths and interests and don’t put out content just to fill up the page.  Two or three great examples is always better then a whole bunch with sucky content sprinkled in.

Remember, your examples don’t have to be long. A solid three to five pages per course or other content material will do.  But be sure each page is unique and showcases something interesting. Also, be sure to mix up what tools you use to create content.  Have a course ready to create then download a 30 day free trial if necessary.

Need help finding something to create, try one of these techniques:

Phase 2: Curate your examples and provide back story, talk about hurdles and highlight your accomplishments. If possible, get permission to include testimonials from clients or co-workers. You can even discuss what model or theory you used to guide the project.

Invest in a place to showcase.

At the very least create or maintain an About.Me, DribbbleBehance, or LinkedIn account. It's the 21st century and no web presence is....well...it's weird. Use sharing options to upload and create your portfolio. You can also put together a “paper” portfolio which is a PDF consisting of still images of projects with an explanation of the project, hurdles and accomplishments. When sending in your resume you could attach this document for review. Just remember to keep it under 2 MB so it can easily be uploaded or emailed.

To really maximize content distribution and control, invest in a personalized website.  For people on a budget check out Wordpress, Blogger, Wix, and Weebly.  If you can invest in your own domain name then do it!  Unless you have a super rare name the chance of losing your site to another Jane Doe increase by the minute. Use pre-created templates that you can find for free, purchase from Graphic Designer or snag off Etsy. Just add personal touches so you're not the 20th person in a row a large corporation sees with the same exact layout and colors. You can also hire a local graphic designer or web developer.  You can also find someone on eLance or Odesk.  For people trying to do it yourself; create a style guide, research everything, get a place to store files, and give yourself plenty of time to work through the kinks before publishing.

Phase 2: Start offering your services or blogging on your site to increase traffic and promotion.  Involve yourself in social media and communities to meet new colleagues, join in on discussions, take courses and share information.  Don’t forget to provide the link to your website in each profile.

Always be authentic and real to you. Employers and clients who understand who you are and what you can accomplish are more likely to make lasting connections and your more likely to receive a job that turns into a career.

What portfolio tips do you have?  Leave a comment below or as always catch me on Twitter.

Friday, April 10, 2015

Dealing with Anxiety by Creating a Better Course


Lately, life has been a little stressful.  The alarm clock goes off and it starts.  “Am I late? What time is it?”.  The kids won’t get ready quick enough.  The dog takes forever to poop.  You miss a meeting.  You’re late to pick up something on your lunch break.  Dinner gets over cooked. Your computer crashes.  The inbox won’t stop filling up. A deadline moves closer then anticipated.  You didn’t get to finish that one last chore before going to bed....

By the end of the day it just all piles up and accumulates in your brain.  From there you think, analyze and decipher every last detail.  For some this transforms into an anxiety disorder or destructive behavior.

But stress is avoidable.


So, why do all courses talking about stress contain the same crappy graphics and advice? It’s time to take back personal employee development and make better stress and anxiety courses!  Here are the things I do and don’t want in a “Dealing with Stress” course.

Don’t throw horrible stock photos of people pulling their hair out or over exaggerating a sigh at me!


Including unrealistic images that try to add comedy, lightheartedness, or perceived phoniness to an otherwise serious subject irks me to no end. The push to remove and replace stock graphic photos has slowly been coming for years (which I’m thankful for!) and this is a perfect example of where not to use them.  If you feel the need to add graphics then show the physical affects of stress with a fact filled infographic or "artsy" photo that shows what its like to deal with stress.  If you have to include a person then pick a realistic looking portrayal.


Don’t tell me to breath and I don’t want to count to 10.


Unless your audience is filled with yoga enthusiast or meditation experts, learning the art of meditation and breathing in 10 minutes isn’t going to happen. That's why there are people dedicated to these crafts. It takes practice and discipline. In most courses I’ve seen it’s the first piece of advice and honestly the root of the advice is to remove yourself from the situation and give yourself a minute to compose and departmentalize your thoughts.  Why can’t you just tell me that?


Do show me how to identify the problem


Knowing exactly what’s eating you will make the next step (analysis) a heck of a lot easier.  So take a couple extra minutes to stop, go to a quite room and collect your thoughts.  Many psychologists recommend writing out your problems, making a list or writing without thinking and just letting your emotions take over.  The typical steps include problem identification, taking part in a deep analysis, and taking corrective action.

Do tell me to get some sleep, eat right and exercise


All three have been proven to keep anxiety at bay and decrease stress levels. A healthy body means a healthy mind (sorry for being so cliché!). One of the great by-products of solitary exercise like running or working out (sans a partner) is that you’re left alone with your thoughts.  Sleeping gives you time to determine if the root of your anxiety is worth it or going to return. Providing your body with nutritious foods means that your body is ready and available for mental astuteness.

Do tell me to get distracted


Interacting with others will help keep your mind off stress and more on the conversation or activity. Resist the temptation to continue on your stress path by talking about the problem. It’ll just become a vicious cycle.

Another great distraction is humor. Whether it’s with a friend, watching a funny movie, or catching a few jokes from your favorite stand up comedian. Laughing stimulates your organs, increases your heart rate and blood pressure, and releases extra endorphins which are proven to combat stress and depression!

Laugher makes us feel good. Go outside! With the solitude of nature of you can appreciate the little things and be left alone with your thoughts.

Do use free resources


With the age of the internet has come articles, videos and presentations from leading experts on dealing with stress readily available to the public.  Include multimedia in a course by linking to a Youtube Video and having the learner read an excerpt from a notable source. Think local by checking with your community health department to see if they have resources and statistics specific to your area.  Maybe an individual will even be able to come in to provide suggestions or consult with employees free of charge for a short time.

Do explain the signs of serious anxiety disorders


Knowing when regular daily stress has turned into something more is really important. Being informed and knowing the danger signs can help start the path of successfully dealing with stress before it piles up into something require. At the very least recommend the individual speak with a professional to determine the severity and proper course of action.

P.S. Sorry if this article came off a little ranty. My journey with stress started in high school.  Every time I tried to deal with school, work, family, friends, sports and theater I felt like the world was sitting on top of me.  I developed Trichotillomania (which is a form of OCD where you pull out your hair) as a way to cope. As an adult it turned into worrying about money, driving and the probability of freak accidents.  I’d freak out if I didn’t have enough of certain things like diapers, food and toilet paper in the house at all times.  One day it took a serious turn and I started to have panic attacks.  I didn’t know what was going on.  All I knew was that it was stressing me out!  VICOUS circle. I now understand my triggers and what I need to do to deal with it but it’s still a daily battle.  When the stress levels hit an all time high last week (which is why I didn't post) I found myself in search of something on the internet.  I find comfort in knowledge and it's actually one way I deal with stress.  When I came across cheesy graphics after cheesy graphic and cliche advice I had enough.

Don't forget to comment below with your stress tips and tricks.  As always you can find me on Twitter, Facebook, Pinterest, and Instagram. Let's follow each other!  I love learning from others :)

Thursday, March 26, 2015

You Can't Sit with Us!: On Boarding a New Employee in 3 Steps

On boarding of a new employee can be both frustrating and daunting and with good reason.  Both parties have something to gain and if done incorrectly something to lose.  For an employer they want employees who are informed and up and running as soon as possible to effectively help meet objectives.  For the employee they want a supportive and informative experience to, you guessed it, get up and running as soon as possible to effectively help meet objectives. So how should your company or learning team approach on boarding?  It really boils down to 3 steps.




Pick the right method!


Depending on your companies structure there are four options:

Create a blended training program that balances both times with an instructor or mentor and time on the computer.  A great balance!  This method helps capture the need for an employee to have personal and supportive care while letting the company be cost effective when content can be shared across multiple channels. One of the most common pit falls is not discussing the expectations at each step. Be sure to document either on a piece of paper or in email format what the employee should be doing in between meetings.  Be sure to give enough time for the slower paced learners and extra “nice to haves” for those who can handle a faster pace. To implement this method you’ll need to come up with a schedule, develop presentations, outline a communication schedule and material, and develop courses. 

Create a Web Based Training (WBT) program where the learner gains information by accumulating time on the computer. ICK! Can you imagine getting hired in, placed at a computer and just staring at the screen until your first assignment?  How impersonal and unsupportive!  Be sure to tailor your training so it makes the employee feel included and provide them with a contact or mentor for once their done. To implement this method you’ll need to come up an outline of a communication schedule and material, develop a curriculum, and develop courses. 

Create Instructor Led Training (ILT) program where an instructor or mentor works the employee through everything.  My personal favorite! If this was cost effective across all channels I would recommend this to each and every person I have a conversation with about on boarding.  When it comes down to taking time away from an employee or hiring and full time instructor then you run the risk of losing productivity or working off a budget that isn’t lean.  Keep in mind that the person chosen MUST be someone who is personable and can accurately represent your company, brand, and values.  Since they are the main delivery of information the lasting impression has to be there otherwise you’re just developing a plan that’s doomed to fail.  To implement this method you’ll need to come up with a communication schedule and mateiral, develop a schedule, and develop and design presentations. 

Create a virtual Instructor Led Training (vILT) program where a person teaches over the computer. Great compromise! I love this option because it provides the values of Instructor Led Training with less financial overhead.  Meetings can be scheduled around the instructors schedule without the need to be in a physical location.  This is also a great alternative for employees who work from home or who have teammates that work across the country or globe. To implement this method you’ll need to come up with a communication schedule, develop a schedule, and develop and design presentation. 

Come up with an awesome game plan!


The training should be comprehensive taking into consideration both the employee and employers needs. Here are some basics, which can be applied across all methods:

Everyone, no matter how experienced or eager, will be nervous.  It’s a physical response to the unknown that we all share and there’s nothing wrong with that.  One of the first things I like to do with a new employee is make them feel at home.  Show them where the bathroom is, explain how the teams are physically are split up, go over emergency procedures, show them to the lunchroom, and introduce them to teammates. Don’t forget to add in little personal touches like letting them know what bathroom has been christened for #2s (yes, that’s happened to me and yes, I’ve shared that information!)

Always take your content from looking at the big picture to explaining the employee’s relative small part.  This gives the new hire an understanding of why something is done that way or how a team works.  It also helps to slow down the process of information overload. This is a great time to go over the: who, what, when, where and why of the company, department, and team. Keeping in mind to only provide relevant information (so make sure your instructor doesn’t like to go off on a tangent.)

No matter what method you pick, make it visual and impressive.  A person who is engaged and interested in your presentations is more likely to pay attention and retain information. Keep your tone and general message consistent while inserting impacting slides, pages or conversations. This is also the time for the company’s brand to really show through. So work with Marketing or your Branding department to brand the crap out of anything that will be used! Why not use videos?  They’re great visuals and can be consumed quickly and easily.  Need to explain the company?  Why not create a company history documentary styled video that can be shared with new hires and potential customers!

Which brings up a great point; work across channels!  Since each employee has an ultimate different ending seat why not create content that can be used and reused.  Master courses are great ways to promote a unified look and feel while saving time and development costs.  As a special bonus you’ll have the few and far in between chance of bringing every department together to work on the project.  This means a company wide needs analysis!

Make them believe in your company by including information about the company’s culture and value.  What does your company do really well in the eyes of its employees and customers?  Will people be expected to participate in value-based initiatives? But make sure you’re being authentic.  No likes a forced culture atmosphere!

Go over the expected behaviors, competencies and metrics that will be used to evaluate and promote.  Encourage their desire to develop these skills to the fullest by explaining the rewards of a job well done.  But don’t make promises you can’t keep like an expected wage increase unless it’s information shared by HR.

Provide documents to supplement their learning experience.  This can also help to streamline work efforts especially in the case of checklists and forms.  Be sure to keep the documents visually appealing and branded when necessary.  One great example would be a customer persona fact sheet so the new hire can get to know your standard customer and their behaviors.

Don’t forget soft skill training!  Not everyone starts off at a company understanding the best way to communicate with co-workers or deal with an angry customer.  Providing the training up front means the new hire is more likely to handle the situation as the company wants instead of going off of previous experiences or training.

Don’t rush through the workspace, desk and/or computer set up phase. It’s important for a new hire to feel comfortable in his or her new area.  Give them ample time to set up things to their preferences (keeping in mind safety standards or any other regulations that could effect decisions.)  If they aren’t sure how to set it up then go through why you choose to set up your station in a particular way or explain the potential pros and cons. 

Incorporate them into the team every chance you get.  Schedule training around team meetings or call a special meeting just to introduce the new hire.  I personally hate the “get to know me” games because they seem so forced and dated.  If your team gets a kick out of doing them by all mean include it.  Otherwise I suggest having the new hire explain their background then let co-workers ask one burning question.  Yes, the new hire will probably be uncomfortable but at least they’ll get a small glimpse into everyone’s personality and not be asked the same question fifty times in two days.  To really wow your new hire make sure they have someone to sit with for the first couple days.  I’ve seen work friendships flourish and many people thank me for not having to awkwardly join the table (You can’t sit with us!)

Include follow up and touch points!  This is by far the most important thing to include in an on boarding training program.  Having scheduled follow up meeting and touch points means that both the employee and employer have a chance to praise or offer learning experiences.  This also creates a mentor program, which has been shown in countless studies to drive retention.  Mentorships are really their own program that can be incorporated into a new hire program so I encourage you to your own research.  Would you like to see an article soon discussing the topic?  Comment below or catch me on Twitter.


Revisit and Refine OFTEN

Companies, departments and teams evolve.  Be sure to revisit the content and refine based on feedback and performance scores.  Including a follow up survey to ask how the new employee felt about the program is a great place to start collecting data. I suggest revisiting the training program in 6-month increments if you’re not sure where to start.


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