First, we must break down the training. We should have clearly identified the objectives or outcomes in the analysis step. In the design step, we need to start identifying the individual tasks (or dependencies) required to reach that outcome. Some situations such as making a PB&J sandwich may only have one task- the act of making the sandwich. More complex situations such as making a grilled chicken sandwich may have additional tasks required to support the outcome, such as grilling the chicken before making the sandwich. There may also be situations with multiple objectives, and we must identify all the tasks required to achieve these objectives.
Once those tasks are identified, we will create a process map of each one. If you are not familiar with process maps, they are a step-by-step diagram or flowchart that shows the activities needed to complete a process. While used more frequently in Lean Six Sigma process improvement projects, these diagrams are also perfect for breaking down a process into individual steps for instructional design. There are many different variations of this technique like using swim lanes or using different blocks for different kinds of steps, but for our purposes, we will keep it simple. Below is a very basic example of a process map from LucidChart that outlines the steps to perform process mapping.
Note that each step in the process is typically listed
in a rectangular box, and each decision point is a diamond. This kind of
diagramming can be done in lots of different ways - software, pen and paper, or
whiteboard, but my preferred method is using Post-It notes. Post-It notes make
it easy to re-order steps, and turning them diagonally will give you the
diamond decision point. You can also use different colored ones to distinguish between steps that are deliverables, manual actions, and automated actions. Below is an example of what that will look like when completed.
Once these steps are broken down, review the entire task and
make sure it supports the outcome. If it does support the objective, then move to the next
one. This process is repeated until you have identified all tasks or dependencies required to
achieve the objectives, and all steps required for each task.
Now we have a great breakdown of the tasks and their steps but
still haven't identified what kind of learning activities we can use. To do
that, we will perform a similar process, but this time we will work backward using a
technique called "Action Mapping". Developed by Cathy Moore a decade ago, action mapping is designed to
make training more efficient and better aligned with outcomes. It does this by
identifying activities to allow the student to practice the actions and ensuring
the information is available that will be required to get the desired results.
The four-step action mapping process includes:
- Identify the business goal.
- Identify what people need to do to reach that goal.
- Design activities that help people practice each behavior.
- Identify the minimum information people need to complete each activity.
We have already completed the first 2 steps, so we will move immediately
to the third step. You can start with the business goal, but since we have
already identified the dependencies (the tasks to achieve the goal) then that
is a good starting point. Start with the task in the center and list the steps and decision points, surrounding the task. Once that
is completed, revisit each step and decision point, answering 2 questions:
- What activity can we use to allow people to practice this behavior or action?
- What information do they need to perform this?
When determining activities for learners, you should also consider how it can be measured. Since the activity should be directly related to a measurable outcome, the activity can likely be measured as well. That means that meeting the measurable standard for the activity will greatly increase the probability of achieving successful outcomes. For example, if an objective is for a learner to be able to assemble 10 widgets per hour with zero defects and zero waste, then those measurable components should translate to activities where the learner may practice assembling widget parts in a training scenario until they can meet or exceed those metrics. This supports training at a higher level per Bloom's Taxonomy, where a learner doesn't just understand and/or remember training but is actually developing a skill where they can apply the learning.
Once you have completed this process for each step, repeat the action mapping for the other tasks or dependencies. When you have completed the iterative process, you will now have a detailed list of tasks, process steps for each task, activities that will allow the learner to develop their skills, and information/resources that are required. With these components identified, you now have what you need to create a thoughtful, holistic training strategy and instructional design that directly supports the objectives.
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