MICROLEARNING

NOTE: This eLearning example was designed and developed using an agile, rapid-prototyping, instructional design model to showcase the design process, various techniques, practices, quality control, technology, and authoring software. This microlearning course uses bite-size videos, clickable interactions, and simple knowledge checks. The technology used includes AWS S3 - Cloud Object Storage for course hosting and basic JavaScript. Software authoring tools includes Adobe Captivate, iSpring Suite, TechSmith Camtasia and Snagit, Synthesia, and Microsoft PowerPoint. All research, instructional design, content development, interactions, videos, scripting, editing, and images, were authored by me to illustrate competencies. The course is a work in progress as I continue to author and deploy additional modules. The overall design scope can be viewed in the Table of Contents.

Instructional Design Models

1) Introduction

Is creating and deploying an eLearning course an art, or is it a systematic practice for designing quality, engaging learning content? Maybe it is a bit of both.

As a Learning Experience Designer, often we apply a technique, framework, or theory to a particular phase in the creation process, unconsciously. However, knowing when to use one methodology over another is the key to developing consistent learning that changes behavior and produces measurable results tied to business outcomes.

1a) Objectives

1b) A Brief History

Have you ever wondered what it takes to design successful learning experiences? The field of instructional design dates back to the second world war, when the war effort necessitated effective and systematic approaches to training hundreds of thousands of in-person learners. In the years following, a number of learning frameworks emerged. However, instructor-led, in-person training is challenging, at scale. As eLearning grows in popularity, due in part to the pandemic over the past few years, we are seeing a resurgence for the need to help people learn essential information and upskill quickly, at scale.

1c) Instructional Design (ID) vs. Curriculum Development (CD)

1d) Why use an Instructional Design Model?

The use of an instructional design model is paramount to ensuring that instruction is created efficiently, grounded in adult learning or andragogy, and aligns to organizational, program, and team goals and objectives. Although it is super important to keep customers at the forefront of every decision being made regarding learning, following a process also helps to reduce scope creep, and potential rework due to inefficiencies or lack of a system or framework. 

Choosing the right model that exceeds the needs of the learner; both effective and engaging, and meets the requirements of the business unit and stakeholders is key to the success of the learning assets being developed. Many instructional models can be adapted from one environment to another, whether K-12, higher-ed, corporate, government, or non-profit and can be used for various formats, including eLearning, ILT or vILT, and blending learning.

1e) Countless Instructional Design Model Possibilities

The list of potential Instructional design models is endless. Okay maybe not endless, but since the 1950s dozens have flooded academia. Each have slightly different purposes, and many are used widely in vastly different ways in learning and development. As an example, I have seen ADDIE, introduced in the 1970s, used as a systematic approach to designing training as well as being used for the implementation of technology, software and hardware, at scale, within the education setting, specifically K-12 schools. Models are often easily modified to fit the needs of the situation, allowing for new approaches to learner acquisition of fresh skills.

Although not exhaustive, the following is a list of potential Instructional Design models.

Many of these instructional design models continue to be used today. Some are considered core models that all designers should have experience with, in their tool-kit, while others may just be used in passing, and still another group that are used for more specific purposes, that are not necessarily for instructional design per se, but are extremely important tools. Let's take a look at this latter group in the next module. First, let's recap with a quick knowledge check.

1f) Knowledge Check

2) Supporting Instructional Models

Every facilitator has their standout instructional methods that help them deliver high-quality, engaging learning to audiences. Often these instructional strategies help Learning Experience Designers organize content to enhance the overall design. Typically, these models are used to augment different components of the design process, including how you will measure training effectiveness, or how you will deliver facilitator-led training, for example.

I'd like to dive into a few standout instructional models that I use regularly. Each play a vital role in the development and facilitation of learning and development.

Let's take a few minutes and listen to what these professionals have to share regarding these instructional models.

2a) Kirkpatrick's Evaluation Model - measuring training effectiveness

Measuring training effectiveness is vital to the long term success of any program. Measurement takes place during the evaluation phase of any instructional design model.

One model used widely is Kirkpatrick's Evaluation Model, most often employing the first two stages of the model; Reaction and Learning, and reserving the last two stages, Behavior and Results, for organization-wide initiatives.

Level 1, Reaction, often focuses on the facilitator. However, a better practice is to concentrate on the learner and their reactions or takeaways. For example, "I will be able to immediately apply what I learned." Level 2, Learning, gauges whether the learner acquired the necessary skills, typically through pre- and post-assessments. Level 3, Behavior, considers whether the new skills were applied in the workplace. And, Level 4, Results, measures new skills or learning against an organization's business outcomes. Examples might include a decrease in workplace accidents, or increased sales. 

The first two levels, Reaction, and Learning, are fairly straightforward to implement through quantitative KPIs and qualitative question type feedback. Using both approaches is always important to give you a balanced view, including hard data as well as more general feedback that might be used to make course corrections, as needed. The last two levels, Behavior, and Results, require broader support, to reflect and report observations, and for the organization to align on sensible measurements that align to business outcomes. An example, at Level 4, might be the introduction of a new platform, which is intended to better track prospects, leads, and sales. So, following the implementation of new skills associated with tracking prospects, leads, and sales, as a result of training, was there a measurable increase in conversions and therefore an increase in the sales top line?

Whether employing the first two levels of Kirkpatrick's Evaluation Model, or all four levels, measuring training effectiveness is a critical component to monitoring the overall success of learning programs.

2b) Gradual Release of Responsibility - increasing learner responsibility

Increasing learner responsibility through a scaffolded framework establishes trust and encourages learners to experiment or try activities on their own.

An instructional model I like to use to increase learner responsibility is the facilitation strategy Gradual Release of Responsibility. This model encourages learners to take control of their own learning by moving learners through a continuum of responsibility;

Although often associated with K12 education, this model may be particularly useful for onboarding and everboarding, with modifications to accommodate adult learners and learning online.

As an example, during the first stage, you might listen to a briefing on how to perform a replacement of a hard drive on your computer. This may include a detailed breakdown of the steps. In the second step, you may watch a video providing a detailed explanation by a facilitator on how to replace your current hard drive with a new Solid-State Drive. This could be followed with an opportunity for guided practice while working with a peer to replace the hard drive. The facilitator is handy to answer questions, and provide additional instruction, as needed. Last, you could create a checklist to be shared with peers that illustrates your understanding of the steps to complete the replacement. This final step helps reinforce what you learned and build confidence.

And, you don't necessarily need to start at the beginning of the continuum. You can start anywhere within the framework depending on the needs of your learners.

The key to increasing learner responsibility is to meet them where they are, and provide scaffolding to promote proficiency in their newly acquired skill set.

2c) SAMR - promoting authentic learning

Promoting authentic learning through increased technology integration, using an eLearning framework, like the SAMR instructional model, offers opportunities for applying real-world experiences.

There is an increased push for online technology assisted learning. SAMR, an acronym for Substitution, Augmentation, Modification, and Redefinition, has roots in K-12 education. This model is easily adapted to adult learning, giving a framework by which to gauge whether we are using the right eLearning tool for the outcome we are trying to achieve.

At the Substitution level, you typically see more traditional activities using a digital delivery method. Examples include reading online and watching self-paced videos.

Augmentation offers learners the opportunity to begin incorporating other forms of technology into their learning. Adding hyperlinks, commenting, creating formative quizzes, and multimedia presentations are all great examples used to enhance learning.

Modification typically includes using a Learning Management System (LMS) to answer questions intended to promote discussion, interaction with the facilitator, working with other learners online which encourages additional dialogue, and tracking completion of modules.

And Redefinition, fundamentally transforms learning, enabling completion of traditional activities that were previously not practical to do online. Examples include practicing and writing your own Hyper Text Markup Language (HTML) or Cascading Style Sheets (CSS) code, using code readers or viewers, and sharing it with other learners via an online learning experience platform.

Promoting authentic learning using the SAMR model is not focused on using the most sophisticated tool, but rather how we can improve learning outcomes, how we can engage and empower learners through technology, and how eLearning can more closely resemble authentic, real-world learning.

2d) ROPES - delivering training sequentially

Delivering training sequentially helps to increase learning outcomes. An instructional model that uses this step-by-step approach is ROPES. ROPES is an acronym for Review, Overview, Presentation, Exercise, and Summary, which is a methodical framework for teaching a new topic or concept to learners that may be applied to in-person or virtual training.

During the first step, facilitators conduct a review, by tying background knowledge to the new topic they intend to introduce. The overview, describes the topic and highlights the importance of the content. Typically in this step the learning objectives are stated as well. In the presentation step, the facilitator covers the heart of the material, discussing and demonstrating steps, and giving examples. In step 4, Exercise, learners take part in activities that permit them to apply the concept. And in the last step, Summary, the facilitator highlights key points, and reviews the learning objectives.

Delivering training sequentially, using the ROPES facilitator-based instructional model, is a great way to organize the distribution of content, whether in-person or virtual instructor-led training, to help increase learning outcomes.

2e) Summary

Each of these frameworks, although not specifically used as instructional systems design models may be used in various capacities to support learning and development. For example, these instructional models can be used to support measuring training effectiveness, encouraging learners to take charge of their own learning, helping to promote more authentic, real world learning, and increasing retention in instructor-led delivery of learning, which are all critical components for the successful deployment and subsequent acquisition of knowledge by learners. 

2f) Knowledge Check

3) Instructional Systems Design Models

Every Learning Experience Designer has their go-to instructional design model preference. I have four models that I typically leverage depending on the situation. However, depending on the goals, setting, audience, and topics or concepts, you may need to employ a different model to address stakeholder requirements, or you may want to use a different strategy to meet the needs of the learner. Each model have their place, build upon each other, and provide overall guidance in the design and development of customer-first learning resources. My go-to instructional design models, not necessarily in order of preference, are ADDIE, SAM, Backward Design, and Rapid-Prototyping. 

3a) ADDIE

ADDIE; Analyze, Design, Develop, Implement, and Evaluate, is an acronym for a five-stage instructional design framework developed in the 1970s by Florida State University for the military.

Use the scroll bar to explore the five stages of the ADDIE model in greater detail.

3b) Backward Design 

Backward Design made its debut in the late 90s. It was originally published by WIggins and McTicge, in their book Understanding by Design. This fresh approach simplifies the instructional design process by focusing on three key phases.

Use the tabs to explore the three stages of the Backward Design model in greater detail.

3c) SAM

Best known by its acronym SAM, Successive Approximation Model, is an instructional design process marked by three key phases; Preparation, Iterative Design, and Iterative Development. Each of the stages is flexible, allows for ideation, is iterative, and offers a rapid-design approach that enables designers to gain invaluable feedback from customers and stakeholders, early and often.

Use the tabs to explore the three stages of the Successive Approximation Model in greater detail.

3d) Rapid Prototyping

Under construction. Coming soon!

3e) Summary

Each of the instructional design models explored have key similarities and characteristics that make them invaluable in the creation process.

For a successful and effective process, Instructional design should;

4) Conclusion

To recap, although often instructional models and instructional design models are all lumped together, they play different roles in the design process of learning materials, for eLearning and instructor-led training development. 

 In this course, we;

In closing, please share your thoughts using the feedback button. Your feedback is invaluable.

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