Engineering Effective Learning Toolkit

Engineering Effective Learning Toolkit offers a systematic, step-by-step approach for designing, managing, and evaluating successful training, learning, and performance projects. Harold D. Stolovitch and Erica J. Keeps–international leaders in the field of workplace learning and performance and coeditors of both editions of the Handbook of Human Performance Technology–have designed this toolkit based on their popular course that has been conducted and tested with hundreds of leading organizations worldwide. A hands-on resource, Engineering Effective Learning Toolkit is filled with illustrative, real-world examples and includes on CD-ROM easily reproducible and customizable information charts and job aids to help you accomplish each step in the instructional design process. This indispensable toolkit is a personal "coach" you can refer to on an "as-needed" basis or use to complete a training project from start to finish. Engineering Effective Learning Toolkit is the first book in the Learning and Performance Toolkit Series.

Praise for Engineering Effective Learning Toolkit

"Watching great instructional design is like observing great ice skating. The audience is wowed by the flow and beauty and usually has no inkling about all it took to get there. Erica and Harold know how to make the magic happen. They also know how to make it easy for their readers. They offer us all the ingredients for their special choreography."

–Beverly Kaye, CEO and founder, Career Systems International and author, Up Is Not The Only Way; coauthor, Love ‘Em or Lose ‘Em: Getting Good People to Stay

"All instructional designers with varying degrees of experience interested in improving performance through systematically designed training programs can benefit from the Toolkit. This book provides an organization with a solid foundation to make significant performance improvements quickly. We know because we use Harold’s and Erica’s process and tools with great success."

–Michel Roy, human resources manager, Alcan Primary Metal

"This book, written by two of the world’s most experienced instructional designers, is filled with ready-to-use and proven-to-work job aids, tools, checklists and charts. If you develop learning programs of any type, this is the book to use!"

–Dana and Jim Robinson, principals, Partners in Change and coauthors, Performance Consulting and Zap the Gaps!

"As a training manager for the last 20 years, I have used and implemented the Stolovitch and Keeps Engineering Effective Learning process. It has proven to be very efficient in designing, developing, and implementing instructional interventions. I am thrilled to see that this process will now be available to all!"

–Daniel Dupont, chief learning officer, Société des Alcools du Québec

"In a very clear and easily executable fashion, the authors have managed to provide a roadmap for success. It is as applicable for seasoned veterans as it is for individuals new to the instructional design process."

–Lisa Cavallaro, manager, learning & development, WW Talent Resourcing & Development, Cisco Systems

"Clear, concise, practical, proven, and useful–this provides all one has to know to design successful learning."

–Roger Kaufman, professor, office for needs assessment & planning, Florida State University, and director, Roger Kaufman & Associates

"If you’re involved with the design of learning, then this book has something to offer you. From beginner to the most advanced instructional designer, there are tools and tips that you can immediately and effectively put to use!"

–Frank S. Wilmoth, Director for Learning Excellence, Prudential Real Estate and Relocation Services

Engineering Effective Learning Toolkit offers a systematic, step-by-step approach for designing, managing, and evaluating successful training, learning, and performance projects. Harold D. Stolovitch and Erica J. Keeps– international leaders in the field of workplace learning and performance and coeditors of both editions of the Handbook of Human Performance Technology– have designed this toolkit based on their popular course that has been conducted and tested with hundreds of leading organizations worldwide. A hands-on resource, Engineering Effective Learning Toolkit is filled with illustrative, real-world examples and includes on CD-ROM easily reproducible and customizable information charts and job aids to help you accomplish each step in the instructional design process. This indispensable toolkit is a personal " coach" you can refer to on an " as-needed" basis or use to complete a training project from start to finish. Engineering Effective Learning Toolkit is the first book in the Learning and Performance Toolkit Series.

Praise for Engineering Effective Learning Toolkit

" Watching great instructional design is like observing great ice skating. The audience is wowed by the flow and beauty and usually has no inkling about all it took to get there. Erica and Harold know how to make the magic happen. They also know how to make it easy for their readers. They offer us all the ingredients for their special choreography."

– Beverly Kaye, CEO and founder, Career Systems International and author, Up Is Not The Only Way; coauthor, Love ‘ Em or Lose ‘ Em: Getting Good People to Stay

" Allinstructional designers with varying degrees of experience interested in improving performance through systematically designed training programs can benefit from the Toolkit. This book provides an organization with a solid foundation to make significant performance improvements quickly. We know because we use Harold’ s and Erica’ s process and tools with great success."

– Michel Roy, human resources manager, Alcan Primary Metal

" This book, written by two of the world’ s most experienced instructional designers, is filled with ready-to-use and proven-to-work job aids, tools, checklists and charts. If you develop learning programs of any type, this is the book to use!"

– Dana and Jim Robinson, principals, Partners in Change and coauthors, Performance Consulting and Zap the Gaps!

" As a training manager for the last 20 years, I have used and implemented the Stolovitch and Keeps Engineering Effective Learning process. It has proven to be very efficient in designing, developing, and implementing instructional interventions. I am thrilled to see that this process will now be available to all!"

– Daniel Dupont, chief learning officer, Socié té des Alcools du Qué bec

" In a very clear and easily executable fashion, the authors have managed to provide a roadmap for success. It is as applicable for seasoned veterans as it is for individuals new to the instructional design process."

– Lisa Cavallaro, manager, learning & development, WW Talent Resourcing & Development, Cisco Systems

" Clear, concise, practical, proven, and useful– this provides all one has to know to designsuccessful learning."

– Roger Kaufman, professor, office for needs assessment & planning, Florida State University, and director, Roger Kaufman & Associates

" If you’ re involved with the design of learning, then this book has something to offer you. From beginner to the most advanced instructional designer, there are tools and tips that you can immediately and effectively put to use!"

– Frank S. Wilmoth, Director for Learning Excellence, Prudential Real Estate and Relocation Services

Introduction.

The EEL Toolkit: What, Why, and How.

The EEL Toolkit Model.

You Don’t Always Have to Do It All.

Using the EEL Toolkit System.

Preparing for EEL Toolkit Application.

EEL Toolkit Steps and Resources.

Step 1. Project Plan.

Information Chart for Step 1.

Instructions for Using the Project Plan Job Aid.

Job Aid PJP-1: Project Plan.

Example: Mail Tool Project Plan.

Step 2. Learner Analysis.

Information Chart for Step 2.

Instructions for Using the Learner Analysis Job Aids.

Job Aid LA-1: Learner Analysis Structured Interview Questionnaire.

Job Aid LA-2: Learner Analysis Interview Protocol.

Job Aid LA-3: Learner Analysis Report.

Example: Mail Tool Learner Analysis.

Step 3. Context Analysis.

Information Chart for Step 3.

Instructions for Using the Context Analysis Job Aids.

Job Aid CA-1: Context Analysis Questionnaire.

Job Aid CA-2: Context Analysis Report.

Example: Mail Tool Context Analysis.

Step 4. Task Analysis.

Information Chart for Step 4.

Instructions for Using the Task Analysis Job Aids.

Job Aid TA-1: Selection of Task Analysis Type.

Job Aid TA-2: Basic Steps in a Hierarchical Task Analysis.

Job Aid TA-3: Conversion of Hierarchical Task Analysis to Linear Format.

Job Aid TA-4: Basic Steps in a Procedural Task Analysis.

Job Aid TA-5: Criticality Analysis.

Example: Mail Tool Task Analysis.

Step 5. Analysis Document.

Information Chart for Step 5.

Instructions for Using the Analysis Document Job Aid.

Job Aid AD-1: Analysis Document Outline.

Example: Mail Tool Analysis Document.

Step 6. Performance Objectives.

Information Chart for Step 6.

Instructions for Using the Performance Objective Job Aids.

Job Aid PO-1: Verbs for Ensuring That Specific Objectives Are Verifiable.

Job Aid PO-2: Converting Task Analysis to Performance Objectives.

Job Aid PO-3: Objective Clustering.

Job Aid PO-4: Performance Objective Verification Checklist.

Example: Mail Tool Performance Objectives.

Step 7. Criterion Tests.

Information Chart for Step 7.

Instructions for Using the Criterion Test Job Aids.

Job Aid CT-1: Test Item Selection.

Job Aid CT-2: Written Test Item Creation Guidelines.

Job Aid CT-3: Criterion Test Creation Verification Checklist.

Example: Mail Tool Criterion Tests.

Step 8. Design Document.

Information Chart for Step 8.

Instructions for Using the Design Document Job Aids.

Job Aid DD-1: Instructional Method Selection.

Job Aid DD-2: Instructional Strategy Selection.

Job Aid DD-3: Alternative Media and Delivery System Selection.

Job Aid DD-4: Instructional Delivery System Selection.

Job Aid DD-5: Instructional Media Selection.

Job Aid DD-6: Learning Design Specification Overview.

Job Aid DD-7: Learning Design Plan.

Job Aid DD-8: Design Feedback Sheet.

Job Aid DD-9: Design Narrative Model.

Job Aid DD-10: Design Document Introduction.

Example: Mail Tool Design Document.

Step 9. Implementation Plan.

Information Chart for Step 9.

Instructions for Using the Implementation Plan Job Aids.

Job Aid IP-1: Implementation Time and Action Calendar.

Job Aid IP-2: Implementation Considerations.

Example: Mail Tool Implementation Plan.

Step 10. Prototype Production.

Information Chart for Step 10.

Instructions for Using the Prototype Production Job Aids.

Job Aid PP-1: Instructor Guide/Introduction Sample.

Job Aid PP-2: Instructor Guide Activity Format Sample.

Job Aid PP-3: Participant Manual Table of Contents Sample.

Job Aid PP-4: Self-Study Module Table of Contents Sample.

Job Aid PP-5: Five-Step Model for Structuring Training.

Example: Mail Tool Prototype Production.

Step 11. Expert Verification and Revision.

Information Chart for Step 11.

Instructions for Using the Expert Verification and Revision Job Aids.

Job Aid EV-1: Expert Verification Requirements.

Job Aid EV-2: Subject-Matter Expert Review.

Job Aid EV-3: Learning Design Review.

Job Aid EV-4: Expert Review Summary Sheet.

Example: Mail Tool Expert Verification and Revision.

Step 12. Learner Verification and Revision.

Information Chart for Step 12.

Instructions for Using the Learner Verification and Revision Job Aids.

Job Aid LV-1: Learner Interview Guide.

Job Aid LV-2: Data Recording Sheet.

Job Aid LV-3: Revision Guidelines.

Example: Mail Tool Learner Verification and Revision.

Step 13. Final Production.

Information Chart for Step 13.

Instructions for Using the Final Production Job Aids.

Job Aid FP-1: Print Specifications.

Job Aid FP-2: Screen Display Specifications.

Job Aid FP-3: Production Checklist.

Step 14. Long-Term Monitoring and Maintenance.

Information Chart for Step 14.

Instructions for Using the Long-Term Monitoring and Maintenance Job Aid.

Job Aid MM-1: Program Delivery Summary Report.

Example: Mail Tool Long-Term Monitoring and Maintenance.

Technique Charts.

Technique Chart 1: Surveys and Questionnaires.

Technique Chart 2: Observation.

Technique Chart 3: Structured Interview.

Technique Chart 4: Focus Group.

Technique Chart 5: Critical Incident.

Glossary.

Resources.

About the Authors.

How to Use the CD-ROM.