When you’re new to Learning, the start of any project can seem chaotic. It’s easy to become overwhelmed trying to collect the information you need and transform it all into an engaging Learning course. The success of many Learning projects hinges on the relationship you create and maintain with your subject matter experts–this starts with facilitating a Learning project kick-off meeting.
The success of many Learning projects hinges on the relationship you create and maintain with your subject matter experts–this starts with facilitating a Learning project kick-off meeting.
Although the purpose of a Learning project kick-off meeting might seem self-explanatory, it’s not always obvious what should occur during this initial meeting. Who should you invite? What questions should you ask? What decisions must you make?
If these are questions you’ve asked yourself, here are three tips to help you hold a successful Learning project kick-off meeting.
Invite the Right People
Facilitating a successful Learning project kick-off meeting starts by inviting the right people. The kick-off meeting is one of the few opportunities you’ll get to have everyone in the same room (or on the same conference line). You don’t want to waste this opportunity!
Inviting the right people to your kick-off meeting lets you answer questions, collect content, and set expectations. Make sure to invite the following individuals to your next Learning project kick-off meeting:
· Yourself: This one might seem obvious, but I have to say it nonetheless. The Learning project kick-off meeting is your meeting. You are responsible for scheduling, facilitating, and inviting the right people to the meeting.
· Project Stakeholders: It’s important to include certain individuals, even if they aren’t directly involved in the Learning development process. This might include related business partners, leadership, or other people affected by the results of the course. Being involved in the kick-off meeting gives these folks an opportunity to ask questions and see the direction the project is heading.
· Subject Matter Experts: The most important people to include in your Learning project kick-off meeting are your subject matter experts. Your subject matter experts are the ones you’ll be working the closest with during the Learning development process. And the truth is, you and your subject matter experts need each other! They possess the information you need to solve their problem.
· Other Designers / Developers: Finally, you’ll want to invite any other designers or developers that will be working on the project. Although this may not be the case with every project, anyone participating in the development of the course should be present.
Ask the Right Questions
A Learning project kick-off meeting is just as much about information collection, as it is information sharing. Although you should spend much of your time educating your subject matter experts on the Learning development process, you also want to spend ample time asking questions. The questions you ask should help you obtain the information you need to start the development of the course. Because every Learning project and course will be different, so will your questions!
The questions you ask should help you gather relevant information, such as:
· Project scope
· Desired business goals
· Course content
· Course development process
· Course delivery
Set the Right Expectations
Finally, the Learning project kick-off meeting is one of the few opportunities you have to set the right expectations with your subject matter experts. Never assume your subject matter experts have experience with the Learning development process! You can do yourself a favor (and avoid a lot of mistakes) by taking the time to educate them about the process and setting a few expectations.
The expectations you set with your subject matter experts should include:
· Defining good Learning design
· Their role in the development process
· Their role in the review process
· Any deliverables they own
The Bottom Line
Starting a Learning project with a meaningful kick-off meeting can significantly increase the odds of a productive relationship with your subject matter experts. It can help you answer their questions, set expectations, and help you collect the information you need to build an effective Learning course. When you finish the kick-off meeting, create a Learning project plan and Learning project schedule to outline everything that was discussed and agreed upon during the meeting.
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