great expectations: what everyone should know before they rfp webinar

Making Sense of the Learning Landscape

Steve Lowenthal,CEO Kineo US

Great Expectations: What Everyone Should Know Before They RFP

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We work with leading organizations

....to improve Performance through Learning & Technology

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Process & Procedures

Great Expectations

Poll:When you received pricing for eLearning how clear is it? Clear as day

Clear as mud

A little of both

Effort

Effort

1. Content Acquisiti

on

1. Content Acquisiti

on

3. Content Presenta

tion

3. Content Presenta

tion

5. Testing

5. Testing

4. Technical Requirements

4. Technical Requirements

2. Design

2. Design

6 Criteria for Determining eLearning Development Effort:

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Content Acquisition1 What’s the starting point?

How many people are involved?Who are they?

What’s the decision marking process?

Content Acquisition

Level 1

 • Your internal team will take the lead on acquiring content from SMEs.• Content is well defined and captured in writing, .e.g. documents, PPTs

or a workbook.• Content acquisition is focused on filling in details. • Your vendor’s ID team will review existing content and to identify any

gaps and to provide clarifying questions. • Vendor’s team supports the content acquisition process through

emails, drafting simple surveys, clarifying calls.  

Level 2

 • Vendor ID team will lead the content acquisition process.• As a starting point, content is well defined and captured in writing,

.e.g. document, PPT or workbook.• A small group of SMEs will be primary source of content.• Content is gathered through Content Workshop and follow-up calls

and discussions. 

Level 3

 • Vendor ID team will lead the content acquisition process.• Significant gaps exist between course requirements and existing

content. • Content will be gathered from a broad audience that could include

audience members, manager of audience, company executive, customers, third-party experts, etc..

• Content is gathered through Primary research that can include interviews, focus groups and shadowing.

Design2vs

Linear Exploratory

Linear

Exploratory

Design

Level 1

 • Course experience is primarily presentational with short

focused exercises and activities. 

Level 2

 • Course experience is still linear.• Design includes more context-centered approach e.g.

Guided Story or Case Study. 

Level 3

 • Course experience relies heavily on non-linear approach

such as Goal-Based Scenarios or gamification.• Experience Includes multiple “layers” of content e.g.

feedback, background documents, etc. 

Content Presentation3• Illustrations vs Photos • Stand alone images vs composed

images• Treatment of Graphics• Layers per screen• Use of animation• Simple animation vs complex

animation

AnimationDid these all take the same effort?

1

2

3

Content Presentation

Level 1

• 80% of content screens are made up of simple interactions native to the development tool, e.g. text & graphic (includes animated text), drag & drop, questions

• 20 % of screens are more complex like a carousel, tabbed screen or hot graphic or simple animation - e.g. fade & reveal or slideshows.

• Animations have no more than 5 transitions and no more than 5 elements.• Graphics are stock or client provided images with a consistent treatment throughout. 

Level 2

• 70% of content screens are made up of simple interactions native to the development tool, e.g. text & graphic (includes animated text), drag & drop, questions

• 25 % of screens are more complex like a carousel, tabbed screen or hot graphic or simple animation – e.g. fade & reveal or slideshows.

• Simple animations have no more than 5 transitions and no more than 5 images.• 5% of screens are more complex animation – e.g. the flow of blood in the body or a process.• Graphics are primarily stock or client provided images with a consistent treatment

throughout.• ~20% of images are illustration or composed images, e.g. diverse people standing around a

room, a graph or table, something traced from a photo

Level 3

 • <50% of content screens are made up of simple interactions native to the development

tool, e.g. text & graphic (includes animated text), drag & drop, questions • 40 % of screens are more complex like a carousel, tabbed screen, hot graphic or simple

animation – e.g. fade & reveal or slideshows. • Simple animations have no more than 5 transitions and no more than 5 images.• 10% of screens are more complex animation – e.g. a complex process or mechanical

function• Graphics are a mix of stock or client provided images, illustrations and composed images.• >20% of images are illustration or composed images, e.g. diverse people standing around

a room, a graph or table or something traced from a photo. 

Technical Requirements

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Technical Requirements

Technical Requirements

Level 1

 • A commercial authoring tool or vendor framework is used

for development and client agrees there are no functional requirements beyond standard functionality of the authoring tool or framework.

Level 2

 • A commercial authoring tool or Vendor Framework is used

for development and some small extensions are required to meet the your needs, e.g. a completion certificate is emailed at completion, a closed caption box is added to Storyline, an existing template is modified.

Level 3

 • Either significant extensions are required to a commercial

tool or vendor framework or course is written directly in programming language e.g. HTML5, iOS or Flash.

Testing

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21

Testing

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Testing

Level 1

 • QA is performed for grammar, punctuation and

consistency.• Testing is limited to confirming course functionality as

specified.• Testing is conducted on one configuration in tool

producers spec. 

Level 2

 • QA is performed for grammar, punctuation and

consistency.• Testing is conducted to confirm course functionality

works as specified.• Testing is conducted on all configurations (os/browser)

in tool producers spec. 

Level 3

 • QA is performed for grammar, punctuation and

consistency.• Testing is conducted to confirm course functionality

works as specified.• Testing is conducted on configurations (os/browser) not

in tool producers spec.

Questions?

Thank you

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Steve.Lowenthal@kineo.com