caBIG TM Training Boot Camp Presents… Mentoring Preparedness Day 1 Developing Training

caBIGTM Training Boot Camp Presents… Mentoring Preparedness Day 1 Developing Training Planning Committee:Jessica Bondy Leslie DerrJill Hadfield Jamie KellerGene Kraus Jenny Tucker

Introduction • Hello and Introductions • Agenda • Logistics / Facilities • Boot Camp Mission: By the end of the boot camp, all attendees will feel comfortable mentoring caBIG participants through the training development process. We will accomplish this by hands-on practice and group discussion – touching each step of the training development process.

Boot Camp Objectives • Prepare an Audience Analysis • Develop a Training Outline • Construct SMART objectives for training sessions • Identify appropriate examples and scenarios to illustrate important concepts • Advise developers and adopters about how to use caBIG training templates • Create screen shots • Develop handouts to go along with training • Critique a training presentation

Day One Agenda • Who is out there – The Audience Analysis? • Hands on Activity • Audience Analysis • Things to Ponder - Preparation • Hands on Activity • The 5 W’s and an H • Preparing the Training Purpose and Project Scope • Hands on Activity • Developing a Project Scope using the Training Purpose • Creating the Outline • Hands on Activity • Drafting the outline • Writing SMART Objectives • Hands on Activity • Composing objectives – SMART

Who is out there? The Audience Analysis • Objective: Identify the target audiences' characteristics, demographics, existing knowledge, and training needs.

Who is out there?Why Analyze the Audience • Analyzing the audience helps develop more targeted training • Audience analysis clarifies: • Who needs training? • What does the audience already know? • What will audience need to know? • Why is the audience interested?

Who is out there?Audience Analysis Also Helps: • Establish objectives and Training Purpose • Identify potential training challenges • Determine appropriate use cases and examples • Frame the scope of your training efforts: • Number of courses • Level • Type of programs

Who is out there? Creating an Audience Analysis • What groups need training? • Management • Developers • End Users • Data/Output Consumers • Others • Who comprises the group? • What do these users currently know? • What do these users need to know?

Who is out there Questions? • Now that we have completed our discussion on the Audience Analysis you should be able to: • Describe the context and needs driving the training, by thinking through use case, and “real world” scenarios. Identify what you need to teach participants, what information is available, and the way in which the training will be delivered and accessed.

Who is out there? Hands - On • Mission: We need to develop a training module to teach GFORGE to the caBIG community. In this hands-on exercise, you will identify the key audience(s) that need this training.

Things to Ponder - Preparation • Objective: Describe the context and needs driving the training, by thinking through use case, and “real world” scenarios. Identify what you need to teach participants, what information is available, and the way in which the training will be delivered and accessed.

Things to Ponder The 5 W’s and an H • Answering the following questions helps guide the creation of an outline • Who • Who is taking this training • Audience Analysis • What • What you are training • Helps establish the Training Purpose • When • In the life cycle of the application when do the users get trained? • Where • Is this a classroom, on-line, in a conference room • Why • Why would a participant want or need to know how to do something – • Use Cases • How • Shows users how to accomplish certain tasks and is a large factor in creating an outline • Test Plans • Subject Matter Experts

Things to Ponder Using Existing Materials • Audience Analysis • Developer Documentation • Use Cases • Test Plan • Existing Demo’s, Presentations • Subject Matter Experts • Other Possible Resources: Frequently Asked Questions, Product brochures/marketing material, websites

Things to PonderAudience Analysis • Who comprises this group • Determine the technical level of the training • Domain knowledge • Determines how much domain detail to incorporate in training • Technical knowledge • Determines how many levels of training may be needed • What do these users need to know • Determines overall objective for the training

Things to PonderDeveloper Documentation • Technical Guide Template • Chapter 2 - Overview of Software • Glossaries and Appendix • Installation Guide Template • Introduction • System Requirements • Software and Hardware Requirements

Things to PonderUse Cases • “In software engineering, a use case is a technique for capturing the potential requirements of a new system or software change. Each use case provides one or more scenarios that convey how the system should interact with the end user or another system to achieve a specific business goal. Use cases typically avoid technical jargon, preferring instead the language of the end user or domain expert. Use cases are often co-authored by software developers and end users.” – Wikipedia.org • Most software development methodology suggest utilizing use cases when developing the software– ask the developers if they have them • RUP (Rational Unified Process) • CBD (Component Based Development)

Things to PonderTest Plans • “A testing plan is a methodological and systematic approach to testing a system such as a machine or software. It can be effective in finding errors and flaws in a system. In order to find relevant results, the plan typically contains experiments with a range of operations and values, including an understanding of what the eventual workflow will be.” Wikipedia.org • In addition to Use Cases most software development methodology suggest using Test Plans to ensure Use Cases function within the system • First Draft of Step-by-Step Instructions

Things to PonderExisting Presentations or Demos • If you are lucky • Brief demonstrations from developer or testers • Presentations to staff or others

Things to PonderSubject Matter Experts • Assist in explaining the software, the science, technology or the need • Great resource for: • Training examples • Additional use cases and • Incorporating technology into everyday workflow

Things to PonderOther Resources • Frequently Asked Questions • Product brochures, marketing material • Websites

Things to PonderQuestions? • Now that we have completed our discussion on the Things to Ponder in Preparation for Training you should be able to • Describe the context and needs driving the training, by thinking through use case, and “real world” scenarios. Identify what you need to teach participants, what information is available, and the way in which the training will be delivered and accessed.

Things to PonderHands - On • Mission: We need to complete the “5W’s and an H” in preparation for GFORGE training module development. In this hands-on exercise, you will use available resources to complete this effort. • Complete the 5W’s and an H using an available subset of the following resources: • Audience Analysis • Developer Documentation • Use Cases • Test Plan • Existing Demo’s, presentations • Subject Matter Experts

Preparing the Training Purpose • Objective: Develop an overall training purpose statement that is concise, focused, and which clearly establishes success criteria for the training.

Preparing the Training PurposeA Training Purpose Defined • The focus of training • Training Mission Statement • Overall goal of the training program • Helps structure and focus the development efforts • Helps define training program success • Example: NCICB: Training Purpose

Preparing the Training PurposeHow To • The Training Purpose should: • Be unique to the project • Identify the audience • Define materials to be developed • “Training specification starts with a requirements definition. The methodology requires a clear starting point. This starting point can be captured with a training purpose statement. This is always driven by business requirements... a training purpose is: • defined by a short sentence • defined by a concise statement that makes business sense; • distilled from the training environment; and • readily understood as a training need. “ A Framework for Model Based Adaptive Training

Preparing the Training PurposeQuestions? • Now that we have completed our discussion on the Training Purpose you should be able to • Develop an overall training purpose statement that is concise, focused, and which clearly establishes success criteria for the training.

Creating a Project Scope • Objective: Develop a project scope that summarizes the key elements of your project, and provides a “Quick Guide” (or blueprint) to developing your training.

Creating a Project ScopeWhat is a Project Scope? • Helps define the project • Establishes deliverables • Quick reference which summarizes • Audience Analysis • Training Purpose • The 5 W’s and an H • Delivery details • Additional information

Creating a Project Scope What to Include: • Overview: • What is the Project • Brief description of the project • Training Purpose: • What is the primary purpose of the project? • Audience: • Who is the intended recipient of the Training? • What are the skill set/ challenges of the audience? • Materials: • What will be delivered and how will it be delivered? • Notes: • What additional items need to be included in the scope of the project?

Creating a Project Scope Questions? • Now that we have completed our discussion on the Project Scope you should be able to: • Develop a Project Scope that summarizes the key elements of your project, and provides a “Quick Guide” (or blueprint) to developing your training.

Creating a Project Scope Hands - On • Mission: In two parts • Use your Audiences Analysis and “5W’s and an H” worksheet to create a Training Purpose for the GFORGE training. Keep it short: a statement or two, and include a success metric (clearly define what “success looks like”). • With all your previously completed materials in hand, complete a Project Scope. Use this project scope to help set expectations on what you intend to deliver.

Creating an Outline • Objective: Develop a topic-level outline that guides the development of training content and determines the flow of your training materials.

Creating an OutlineWhy Create an Outline? • Aids in the process of creating training materials • Helps you organize your ideas • Presents your material in a logical sequence • Shows the relationships among ideas • Constructs an ordered overview of your presentation

Creating an OutlinePreparation • Keep the Training Purpose in Mind • Does the outline support the purpose? • Logical sequence • What is the first thing a user has to do • Think progressive • Each skill or topic builds on another • Review Use Cases • Remember – “First things First”

Creating an OutlineHow to Create a Training Outline • Deductive reasoning • Start general, move to more specific • Think – Maslow and the hierarchy of need • Psychologist name George Miller studied memory and concluded: • short-term memory could only hold 5-9 chunks of information (seven plus or minus two) • The concept of chunking and the limited capacity of short term memory became a basic element of all subsequent theories of memory. Breakdown concepts down into smaller “chunks”

Creating an Outline Questions? • Now that we have completed our discussion on the Project Scope you should be able to: • Develop a topic-level outline that guides the development of training content and determines the flow of your training materials.

Creating an Outline Hands - On • Mission: Use your audience analysis, existing documentation, the “5 W’s and an H,” and your Training Purpose to develop a brief topic-level outline.

Writing SMART Objectives • Objective: Develop training objectives that are Specific, Measurable, Attainable, Relevant, and Timely.

SMART ObjectivesWhat is a SMART Objective • Using SMART objectives Specific, Measurable, Attainable, Relevant, Timely objectives are important to the success of any training program - especially ones designed for adult learners. • Using the attributes of each of these words helps to create a successful objective

SMART Objectives More on SMART Objectives • Specific • Should be targeted and not vague • It is clear who or what is being included • End User • Measurable • Helps determine if a goal is achieved • Structures the evidence that the goal is achieved • Demonstrate how to log in • Attainable/Achievable • Linked to measurable • Determines if the measure is realistic and possible • Can access the patient registration • Relevant • It applies to the user • Establishes context • Data entry when registering a patient • Timely • Helps further identify the goal • Quickly, efficiently

SMART Objectives Constructing a SMART Objective Demonstrate how an end user can log in to access the patient registration forms for more efficient data entry when registering a patient Attainable/Achievable Measurable Specific Timely Relevant

SMART ObjectivesQuestions? • Now that we have completed our discussion on SMART Objectives you should be able to: • Develop training objectives that are Specific, Measurable, Attainable, Relevant, and Timely.

SMART ObjectivesHands - On • Mission: Using your outline, training purpose, audience analysis, existing documentation and the “5 W’s and an H,” write three SMART objectives for the GFORGE training. Pick a topic on the existing outline, and develop objectives that are directly related to that topic.

Preparing a Detailed Training Outline • Objective: Generate a training outline that details content in a logical progression. Include topics, objectives, content support, and hands-on activities.

Developing an OutlinePreparation • Establish context • Start by asking Why • Establishes motivation • Some learners my want to know why to do a task before learning how to do the task to determine if they want to learn the concept • Why am I logging in? • Why do I need to know how to navigate ? • Follow up the why questions with how • Generally people attend training because they need to know how to do something • How do I log in? • How do I navigate? • Use cases, business needs • Interviewing users – “what do you want to know” • How does application integrate into a users daily workflow

Developing an OutlineQuestions? • Now that we have completed our discussion on Developing an Outline you should be able to: • Generate a training outline that details content in a logical progression. Include topics, objectives, content support, and hands-on activities.

Developing an OutlineHomework • Decide within your subgroup who will be responsible for each learning objectives within your topic of the outline. Once assigned, each person will be responsible for generating detailed content for their objective. You may choose to use: • Audience Analysis • The 5 W’s and an H • Training Purpose • SMART Objectives • Existing Documentation • User Guide • Use Cases • Test Plans • Interview • Practice

caBIG TM Training Boot Camp Presents… Mentoring Preparedness Day 1 Developing Training