2018 Year in Review

Believe it or not, December is in full swing. I feel like I just finished writing my 2017 Year in Review post and here we are once again. I say it all the time, but where has the time gone?

Every year, I set personal and professional goals for myself. It’s the perfect exercise for me to pause and reflect on where I’ve been and figure out where I’d like to go moving forward. I do some check in’s throughout the year to see how things are going but now that it’s December it only seems right to take a peek at how the year really went down. I’m still in awe of everything that I accomplished (personally and professionally). I have a ton of wins but here are some highlights for the year:

 

I got my level 2 reiki certification

This past February, I took the next step in my journey with reiki and got Level 2 Certified in the Usui System. Reiki has transformed my life and my love has only grown over the past year. I ended up offering my services during my lunch break to my coworkers at the office in order to get more practice. During the summer, I also ended up doing a mentorship with my reiki instructor.

 

I presented at my first conference

During 2017, I submitted a proposal to present at The eLearning Guild’s Learning Solutions conference in Orlando, FL. Much to my surprise it was approved! The event took place this past March. It was my first ever conference presentation and I remember being absolutely terrified! During my session, Adopting the Performance Support Mindset, I shared my journey implementing performance support at The Predictive Index. It was such a great opportunity to connect with others looking to implement performance support solutions. The audience was so receptive – it made me wonder why I was even nervous in the first place. I have a feeling it won’t be the last time I present at a conference.

 

I made my side consulting gig more official

During 2017, I took on my first consulting gig by partnering with my friend Steve Seinberg from Arrow in Flight. This year, I wanted to take it to the next level. I ended up reaching out directly to a potential client and getting the gig! I love providing product, learning, and UX services to companies related to health, wellness, and technology. I also got some great feedback along the way. I hope to continue to grow my consulting services over the next few years.

 

I learned how to say goodbye

The most difficult decision of the year was deciding to step away from my post at The Predictive Index after 3.5 years. I felt so strongly about taking the next step in my professional life that I decided to give 2 months notice to my boss without even having a job lined up. Talk about a risk! My family definitely wasn’t happy with the decision but I told them that something good would be on the horizon soon. Little did I know, just what was in store next!

 

I won a 30 under 30 award!

A week after I gave notice to my boss, I found out that I was being recognized in the 30 under 30 group at Elliot Masie’s Learning 2018 event. It was just what I needed to feel more confident about the unknown path ahead. This past November, I attended the event in Orlando, FL. It was such a great opportunity! I got to meet with 29 other learning leaders and we even received an entire day of leadership development with the program.

 

I completed my graduate certificate at Boise State

In January 2016, I embarked on the path to complete my Masters in Organizational Performance and Workplace Learning (OPWL) with Boise State. At the same time, I also decided to sign up to complete a Graduate Certificate in Workplace E-Learning and Performance Support as an add-on with the program. Over the past 2 years, I’ve been tirelessly chugging along with my studies, completing one course per semester while working at the same time.

This past summer, I finished the final course in the graduate certificate program! Receiving my certificate in the mail gave me some much needed encouragement to finish out the last 2 semesters of my masters program strong.

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I became a Product Manager at Pluralsight

A month after I gave notice at my job, I accepted a position as Role IQ Product Manager at Pluralsight. Transitioning over to Product Management was a decision that came after countless months of research and self reflection. And once again, I have no idea why it took me so long to make the leap. But things always happen when they’re meant to.

I just finished up my first 2 months at Pluralsight and in that time, I’ve seen myself grow in ways I never imagined. I’m so excited to see where the next few months take me in my role.

 

I learned an important lesson about work-life balance

A week before starting my new role at Pluralsight, I ended up falling down the stairs on the way to meet my new team members in the office. I fractured my ankle and tore 2 ligaments. I had to have surgery and was unable to put any weight on my ankle for 2 entire months. The experience gave me no other choice but to rest (a blessing in disguise). For the past two years, I was juggling working full time and grad classes and essentially making no time for rest.

The time was just what I needed to reflect, reset, and let my body heal. I am nowhere near out of the clear. I will likely need to have an additional surgery to remove screws from my ankle and months of PT until I can engage in my usual activities again. As of 3 weeks ago, I started walking again for the first time and I have a renewed sense for gratitude for things that everyone take for granted such as walking.

 

Looking ahead

To say this year was a journey is quite an understatement. I am so proud of where this year has taken me. I’m already thinking ahead to what 2019 will bring, but before then I’m looking forward to enjoying the holidays with my friends and family. See you on the other side of the new year!

The Introvert’s Guide to Creating Learning Products: The First 60 days

I say it all the time, but I cannot believe how fast time flies! I started my new role as Product Manager of Pluralsight’s newest product, Role IQ, over 60 days ago!

The move to product management was a very meticulous decision on my part. It took over 6 months of research, networking, interviewing, and a lot of introspection before finally deciding to take the leap to an official PM role. Now with 60 days in the bag, I’m so happy that I decided to make the move. Sometimes I wonder why I didn’t do it sooner, but then I remember that things always happen in the time they’re meant to.

 

Off to a rough start

The transition to Product Manager didn’t happen as smoothly as I would’ve liked. A week before my start date, I was scheduled to head into the office to meet some of my new team members. On the way out of the house, I ended up falling down 6 stairs. After falling, I lifted up my leg and noticed my ankle facing the opposite direction. OUCH! A trip to the ER and a dozen X-rays later, I found out my prognosis: a fractured ankle and  3 torn ligaments.

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Left: Immediately after the fall, Right: 2 weeks post-op cast removal

 

The first 60 days in a new role would be a challenge for almost anyone. But throw a broken ankle into the mix and things get taken to a whole other level. To say that I’ve grown personally and professionally while working and recovering over the past 60 days is an understatement. I wanted to take some time to share some lessons I’ve learned while starting my journey creating learning products:

 

Get your hands on the product!

One of the things I did within my first week, was complete a product teardown for Role IQ. A product teardown is when you investigate and reverse engineer the thinking and experience behind a product. This activity gave me a first hand look into the existing functionality of my product before I got too familiar with it’s ins and outs. It also allowed me to open up a more productive dialogue about the product with my team from the very beginning.

 

Start building relationships with all of your stakeholders

I am the absolute epitome of an introvert, so I knew going into my new role that I would have to make an extra effort to meet everyone. Over the first month, I ended up have 30+ virtual 1:1 sessions. I did them based on order of priority starting with my immediate team including developers and UX designer. I then starting meeting with other key stakeholders including other PMs, product marketing, support, and customer success. Once all the initial meet and greets we’re done, I made sure to put reoccurring meetings with stakeholders on my calendar so I’d never have to think twice about who to talk to and when. Due to the size of Pluralsight, I’m still discovering people that would be great connect with about my product. Thats why forming relationships early with folks is so important; whoever you meet with will likely refer you to others.

 

Get aquatinted with your OKRs and performance metrics

My second week on the job was the first week of Q4 and I was lucky enough to have perfectly crafted OKRs (objectives and key results) all ready to go. After reviewing the OKRs with my manager and getting my mind wrapped around them, I set up some time with my team. I held a deep dive session with the Role IQ team to discuss what we planned on accomplishing for the quarter and brainstorm some possible approaches to problems. The time spent discussing the OKRs was invaluable. It made each of us aware of how the product would be measured and what success would look like.

 

Talk to the customer ASAP

Almost all companies these days tout about the importance of “voice of the customer”, but not all practice it. At the end of the day product management is all about solving problems for your customers. How can anyone solve their customer’s problems if they’re not talking to them? Thats why I made it a point to kick off customer calls as soon as possible. Since my product encompasses B2B and B2C markets, that meant hopping on calls with learning and tech leaders inside of enterprise organizations, as well as connecting with the learners themselves.

I followed Pluralsight’s Directed Discovery process which included doing voice of the customer (VOC) exploration calls. I also did some customer confirmation testing (CCT) which included looking at qualitative and quantitative feedback from customers who were already interacting with the product.

In addition to conducting my own research, I listened to customer recordings that took place before I inherited the product. I also sat in on client calls that others we’re conducting. I can honestly say, there really is nothing like hearing feedback directly from the customer. Some of the best insights I’ve heard, have come straight from these sessions and they’ve immediately impacted the future of the product.

 

Have your first win

I knew going into my new role that I wanted to have my first win as soon as possible to prove that I was bringing value to the team. One of my favorite moments was leading my product into an Open Beta where managers and admins could opt into our experience via a banner in the UI. It took a ton of wrangling for it to go live – including our team  finishing up some amazing work on analytics features, working collaboratively with another product team, and leading demos for our product marketing, sales, and presales team. It was the moment that really proved to me that I could be a Product Manager, I was doing it, remotely, and with a broken ankle to-boot!

 

Ask Questions

One of the most powerful things a product manager can do is ask questions. If you hear someone talking about a process or procedure that you’ve never heard of – ask a question. If someone says why they built or do something a certain way – ask a question. You will learn so much about whats going on, how things work, and how someone thinks the way they do about something. Ask anyone and everything – it’s important to soak up as much knowledge as possible.

 

Be patient and take care of yourself

One of the most important things I’ve learned since getting injured is the power of patience. For the past few years, I’ve ran as fast as humanly possible to every goal that I set out for myself. I’ve had mentors and friends tell me to slow down, have more fun, and make time for myself but I never listened. The injury forced me to slow down and be patient with myself and my body. I’ve learned to listen to the signs that I need rest and not feel guilty about sitting on the couch and sleeping on the weekends. At the end of the day, it’s completely impacted my working style and made me a well rounded product manager.

 

 

 

Lessons Learned from Learning 2018

This week, I attended Elliott Masie’s Learning 2018 in Orlando, FL. It was my first time attending the event and to top it off I was apart of the 30 under 30 group. Overall, it was a great experience. For those that haven’t attended Elliott Masie’s Learning conference before, it is 2.5 days long and jammed packed with all things learning. I was definitely nervous to travel over 1,200 miles with my knee scooter (I’m still recovering from my fractured ankle!). Looking back, i’m so happy I decided to get over my fear and make the trek to Florida. It was a great opportunity to connect with others in the industry and hear about some of their experiences. Below are some highlights from the trip:

30 under 30 

The day before the official start to the conference was an entire day dedicated to professional development for the 30 under 30 group. We heard insights from some industry greats including: Elliott Masie, Bob Mosher, Richard Culatta, Bruce Wilkinson, Nigel Eyre, and Jayzen Patria. We even had a CLO panel including Tara Deakin (TD Bank), Rob Lauber (McDonalds), and Martha Soehren (Comcast).

Two things really resonated with me during these sessions, focused on career transitions and continuous learning. At one point Elliott actually said, “Really good people leave Learning and Development for sales or other departments because they’re so good at what they do”. Meanwhile, during the CLO Panel, each learning executive mentioned the importance of continuously challenging yourself when you meet your goals. It is not enough to set a goal and then settle, you much keep stretching yourself outside the box to see how far you can push yourself. Each of them also detailed a major change they made in their career by jumping either industries, roles, or locations.

These are EXACTLY the things that have been ruminating over in my mind when deciding to make the leap to Product Management. Hearing about the importance of challenge and career transitions really made me more confident and happy about all of the changes I’ve been making over the past few months.

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Learning 2018 – 30 under 30 

Industry Trends

I was able to attend over 8 sessions during the conference and noticed some trends occurring in the industry:

Frustration about being order takers

This is definitely nothing new but a common theme I noticed was the frustration among L+D Practitioners had about being order takers from stakeholders within their businesses. Many described hearing things such as “We need a 5 day course in X”, “We need 3 e-learning modules in Y”. I think this really emphasizes the importance of needs assessment by practitioners. It is our duty to partner not only with our stakeholders but learners and really dig down and identify the problems that are taking place so that we can create the best solutions possible to truly impact performance. We need to educate our partners and let them know that training is only one piece of the puzzle and there are many different tools at our disposal. At the end of the day, as learning practitioners we are responsible for helping our learners and ensuring that they’re performing.

 

Analytics aren’t whats coming soon – they’re already here

I attended 2 sessions on learning analytics, metrics, and measurement. I found these sessions particularly interesting because I just released a beta feature for my product which included an analytics dashboard for companies to track metrics on their employees skills assessments. It seemed that many at the conference had no idea where to start with data or were completely overwhelmed with the amount of data they had to shift through.

It really emphasized the importance of being thoughtful about the type of data that we’re collecting to improve performance improvement. Through identifying the KPIs and metrics from the outset of a project, we can make ensure that were continuously tracking progress and determining whether were meeting the goals of our learners and organization. I mean, how else are we going to be able to prove we’re having an impact? I really encourage all practitioners to add metrics as another tool in their toolbox.

 

The Importance of Adopting a Business Mindset

What truly terrified me was the lack of alignment among practitioners whether they consider their learning solutions to be an actual product. I might be biased because of my recent move to product management. However, during the CLO panel I actually posed the question to the executives if they considered the solutions their organizations are creating as being learning products. Each one of them, one by one said no. I couldn’t believe it!  Just sessions earlier, Elliott Masie mentioned the importance of adopting a business mindset within the learning industry.

A product can be considered something that helps a user fulfill a need. As Practitioners, we’re creating learning products whether it’s in the form of elearning, instructor led training, performance support, or something else. We’re trying to help our learners perform better or have some type of performance improvement outcome. I truly cannot stress enough the importance of adopting this mindset. As practitioners, if we consider ourselves as delivering products I think we will think more holistically about the solutions we’re providing. It will also change the way that were creating solutions at a very foundational level.

Overall, Learning 2018 was such a wonderful experience. As always the best part was being able to connect with like minds in the industry. I am so grateful for the connections and conversations that I made over the past few days and I look forward for continuing them for years to come!

Transforming the future of technology learning: 10 years in the making

Ten years ago, I sat in the passengers seat of my fathers Honda Ridgeline as we drove by the Niagara River in Buffalo, NY. My father, a machinist of over 20 years, shared his regrets about how he wished he continued his education. “Education is the only thing that someone can never take away from you” he said, as I listened intently.  He shared his hopes about how I would continue school and chase my dreams despite any obstacles that may get into my way. This conversation has always stayed with me and I frequently think back to it during moments of self reflection.

It should come as no surprise that since then, education and learning have become ingrained into every ounce of my being. My core philosophy in life is that learning is the basis for growth and change. I believe that every experience you have and person you encounter has something to teach you as long as you’re willing to listen. I believe that learning is a fundamental right regardless of gender, race, income level, or where you were born. This belief has guided me through constantly juggling reading at least 3 books at all times (true story – check my goodreads account), undergraduate and graduate degrees, and now the next step in my career.

Thats why, I am absolutely thrilled to announce that I will be joining Pluralsight as a Product Manager.

 

Why Product at Puralsight?

When I began my job search, I knew I wanted a role that would challenge me, align with my learning philosophy, and allow me to make a profound impact on the world.

Product Manager – The epitome of a challenging role

Never in a million years could I have imagined that the next step in my career would be a Product Manager! I’ve worked in tandem with product managers for the past 3.5 years at The Predictive Index and I’ve seen first hand how challenging of a position it can be. So when a good friend of mine actually recommended it to me over 6 months ago, I practically laughed in his face. But as things often do, the idea began to spread through my mind. After countless conversations with those in the SaaS industry, a ton of research (books, conferences, etc), and coaching with my manager; I found myself ready to take on the product manager role. I recognized that a lot of the skills I’ve been utilizing in Learning and UX and all the skills I’m looking to grow we’re encapsulated within a PM role.

 

An aligned mission driven learning philosophy

This past March, I attended UX Fest in Boston and was fortunate enough to see Gilbert Lee, Head of Product @ Pluralsight present. His presentation immediately resonated with me as he talked about the future of workplace technical learning. I remember sitting in the audience thinking “This is why I started in learning!!!”.

The future of workplace education has fascinated me since I began my career in the learning industry nearly 6 years ago. It’s what drove me to pursue my masters in Organizational Performance and Workplace Learning with Boise State and is now what led me to my new role at Pluralsight.

The moment I began talking to the team at Pluralsight, I knew that learning was something that the organization was fundamentally committed to. From considering learning theories during the product development process to their iterative testing culture; learning is truly a shared philosophy across the entire organization.

Overall, I believe that providing just in time digital training is something that is necessary for workers to perform their best on the job. I have always been committed to making that happen for my learners and am grateful to be within an organization that is committed and driven to do the same.

 

Ready for takeoff

I’m so humbled and thrilled to be joining the Pluralsight team! I am so excited to see where this next chapter takes me.

Moving from Instructional Design to Learning Experience Design

Last week I was fortunate to participate in the Transitioning from ID to Learning Experience Design session that was part of the Training, Learning, and Development Community Playlist. Matt Sustatia and I spoke about the growing use of the term Learning Experience Design and how Instructional Designers can make the jump to LXD.

The session was absolutely amazing and I couldn’t wait to share some of the insights learned throughout the session!

 

What is Learning Experience Design?

I would define Learning Experience Design as the practice of creating learning experiences that enables learners to achieve a desired performance outcome. Learning Experience Design uses an iterative approach that focuses on understanding the users challenges and experiences to design iterative solutions to help solve their needs.

This doesn’t mean limiting learning experiences to formal learning that take place in a school or classroom. Quite the opposite, learning experiences can take place anywhere; at home, while working, or on the go.

Learning Experience Designers focus on the holistic learning experience and what the learner is going through. This means that rather than simply focusing on designing curriculum or instruction, the learning experience designer will consider the learner and everything they’re experiencing. They’ll then use that information to create solutions such as:

  • content (what does the learner need to do in order to perform a task)
  • the look and feel of the learning experience
  • materials
  • communication about the content
  • how the learner interacts with the content

 

What skills can IDers grow to move into LXD?

With any job, the actual responsibilities that someone carries out can truly vary from company to company. Learning Experience Design is no different!

I made the jump to Learning Experience Design roughly a year ago after moving to the User Experience team within my organization. The move made me responsible for designing in-product learning experiences for users of our software platform. With the transition, I’ve been able to work on some pretty exciting projects like designing in-software user onboarding for our beta software, designing wireframes, and user flows for new features, low fidelity prototypes of product features, and UX Content.

I’ve talked to many other learning experience designers who design all different types of learning experiences including elearning and instructor led training. Regardless of your background, I’ve noticed a few skills that can come in handy with making the transition to learning experience.

 

Practice Design Thinking

Most instructional Designers are very familiar with using the traditional ADDIE model to create learning experiences. Design Thinking is actually an almost identical process – you can see this by simply comparing the ADDIE and Design Thinking graphics below.

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Instructional Design ADDIE Model

 

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Traditional UX Model: Design Thinking (Source)

 

Popularized by Tim Brown, David M Kelly, and Roger Martin; design thinking focuses on using a human-centered approach to solving problems. It’s helpful to take the holistic view of a problem to truly understand all the different aspects that a learner is going through and then determine a solution. Since moving I’ve started using design thinking to craft learning experiences, I’ve been able to iterate quicker and have started developing things like user personas, empathy maps, and journey maps.

 

Brush up on those design skills

I definitely see e-learning design as a huge jumping point into learning experience design. Brushing up on graphic design skills like how to incorporate color, typography, layout into designs will make a huge impact on your work. Interaction design will also have a huge impact on your work. I challenge those looking to make the transition to LXD to begin by thinking about the types of elearning interactions you want to provide your learners with. You may want to consider questions such as:

  • Whats the overall goal of this learning interaction?
  • How is the learner going to move through these screens in my lesson?
  • What happens if they click this button?
  • How will they see the results of this interaction?
  • What types of graphics should I include in this interaction?

 

Change is hard

Everyone knows that change is hard! I can tell you first hand that my transition to our UX team did not come easy. My way of thinking and working completely shifted. It taught me how to incorporate design thinking, user centered design, prototyping and iteration to my approach. I was forced to think more strategically about getting to the root of a users problem and identify their pain points. But with the change also came tons of insecurities, battling perfectionism, and cognitive load. I was fortunate enough to reach out to others in the industry, have supportive coworkers, and read tons of books that helped ease the transition. If you’re feeling hesitant about making the move to learning experience design, don’t be! Feel free to reach out for any tips and tricks as you embark on your journey.

 

Sources

Design Thinking 101. (n.d.). Retrieved from https://www.nngroup.com/articles/design-thinking/

Dombrowski, R. (2018, April 15). Using Design Thinking to Craft Learning Experiences. Retrieved from https://robertamedia.com/2018/04/14/using-design-thinking-to-craft-learning-experiences/

The Training Learning and Development Community (2018, August). Instructional Design Playlist. Retrieved from https://www.crowdcast.io/e/id-playlist/4

Uncovering the power of the journey map

The farther I get into my masters program, the more I realize how quickly 10 weeks can go by. This past semester was an absolute whirlwind – now that I’m more than two weeks out of it, I feel like I finally have some time to share all the cool tidbits that I learned.

This past semester, I took an Advanced Instructional Design course that specifically focused on how to incorporate design thinking into the instructional design process. As expected, it was an absolute dream come true! It made me so much more confident in the skills that I’ve been learning in my LXD role over the past year. It also allowed me to connect with Learning Practitioners who were new to design thinking (queue flash backs to me 9 months ago).

One of my favorite parts of the class was learning more about journey maps. I was pretty much a novice to journey maps before the course. I had assisted our UX Researcher, Zoya, at times when she was constructing an epic journey map for The Predictive Index. Despite that, I had never built a journey map from scratch. The course changed all that and they’re now my go to at work when thinking about designing new user flows or even thinking about client journeys with our product.

 

What is a journey map?

Nielsen Norman Group describes a journey map as a “visualization of the process that a person goes through in order to accomplish a goal. It’s used for understanding and addressing customer needs and pain points”. My favorite part about a journey map is that it truly combines storytelling with visualization.

Journey maps can be a really helpful tool to put things back into perspective of what the user, customer, or learner is going through. In other words, journey maps are great to use during the empathy stage of design thinking. Overall, they can be used to review the existing state of an experience or when envisioning a future state. Once a journey map is created you’ll be able to identify pain points or areas of opportunity for building better experiences for customers.

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Example Customer Journey Map for Online Travel Agency (Source)

 

Elements of a journey map

The truth is no journey map is the same however, they will include some similar elements:

  • Persona – this will provide insight about who the journey map is about. It may include elements such as a picture and goals/expectations of the person
  • Scenario – the experience you’re going to map. For example, is it an existing process or experience or are you going to be envisioning the future state of something?
  • Phases  – these are touch points that client/user interacts with your product or service.
  • Actions/Mindsets/Emotions – for each touch point, determine the action the user takes, their thoughts, emotional experience and potential opportunities.

 

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Job Applicant Journey Map (Source)

 

Basing the journey on data

Now before you run off and start creating journey maps for all the experiences your customers are going through, you’ll want to ensure that you’re basing them off of data and research. This means getting as close to your user or customer as possible through things like user interviews and surveys. This will help to ensure that the experience you’re mapping is grounded and based on the actual experience your clients are going through.

During the Advanced Instructional Design Course, my teammates and I worked on designing a learning experience for volunteers at a Cat Shelter. We parsed through nearly 200 pages of existing documentation and conducted our own user interviews. Talk about a lot of data! As part of our design solution, we created a journey map for a potential learning experience. This helped our group to envision all of the emotions, goals, motivations, and actions that the learner would potentially go through with our solution. Once we had more insight into the learner, we used all of the information to help us identify potential learning opportunities that would help them along their journey.

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Journey Map for Cat Shelter Volunteers

Overall, I ended up falling in love with journey maps throughout the course of the past semester. They’re another tool, I’m happy to add into my toolbox. I could see them being used by learning designers to gain more insight into learners.

So go on, what’re you waiting for? I hope you give journey maps a try and end up loving them as much as I do!

 

NOTE: If you’re a learning practitioner looking to incorporate design thinking into your process feel free to give me a shout 🙂

 

 

 

 

Carving a new path: career announcements

Time truly has been flying by this year. It’s already July and the summer is heating up. I’m happy to report that the giant 15 foot squash plant in the garden hasn’t taken over my eggplants yet (fingers crossed). Any who, it’s been an entire month since my last post and I have some major updates to share!

 

I’m transitioning out of my job at The Predictive Index

When I began this year, I had a feeling in my stomach that there would be some major changes in store for my career. Even with that in mind, it didn’t make the decision to leave any easier.

Over the past 3.5 years with PI, I’ve seen the company undergo some huge changes. I’ve seen us grow more than double in size, streamline our processes, become more strategic, and truly spread our message of better work, better world. During that time I’ve also blossomed personally and professionally. For example, I entered PI as the Instructional Design Production Assistant. Fast forward 3.5 years and I am now a seasoned Learning Experience Designer whose 2 semesters away from completing her masters degree.

So it is extremely bittersweet to announce my departure. My last day is tentatively scheduled for September 30th. I’m still figuring out the next step for my career but I am beyond thrilled to see where i’m headed!

 

Elliott Masie’s 30 under 30 in Learning!

A few days after I made the decision to leave my position at PI, I received word that I am one of the recipients of Elliott Masie’s 30 under 30 award in Learning. To say that it was a surprise is a complete understatement!

It feels like all of the hard work from the past 6 years is finally starting to pay off! It also felt like the universe was supporting my decision to transition in my career in some small way. I feel beyond blessed and honored to be surrounded by such a talented group of peers in the industry. In November, I’ll be flying out to Orlando, FL to represent The Predictive Index at Learning 2018! If you’re headed out there be sure to connect – I’d love to meet in person!

 

Certificate in Workplace eLearning and Performance Support complete!

I just finished up my Advanced Instructional Design class for summer semester. The course focused on incorporating design thinking into the instructional design process. I am beyond grateful that I was able to take it – it helped to reinforce many of the concepts that I’ve been learning in my role over the past year. It also helped increase my confidence in my craft and share my expertise with my classmates.

I’ll be sharing some of the techniques I’ve been learning over the coming weeks in a series of posts. Until then I’m looking forward to a full 2 weeks off before starting Fall classes. With the conclusion of my course, I realized that I completed my Certificate in Workplace eLearning and Performance Support with Boise State. The certificate was no small feat and definitely gives me the energy to power through my remaining 2 semesters in my masters program!

 

Well thats all for now. Theres definitely some big changes in the works. I hope everyone has a fabulous end to July! I can’t wait to see where the rest of the year takes us all.

 

 

 

 

Lost without a paddle: My journey into the uncharted waters of learning experience design

Anyone looking for L&D jobs over the past few years may have noticed a growing trend – the move away from the label Instructional Designer and move towards Learning Experience Designer.

I experienced this shift first hand after being promoted to Learning Experience Designer within my organization 9 months ago. The move uprooted me from our learning team and placed me right in the middle of our small but mighty cross-functional user experience team.

To say the transition was a challenge is a complete understatement! I very quickly had to begin applying concepts I never encountered before like design thinking, prototyping, and iteration within my content creation process. Despite the initial growing pains, I have now settled firmly into my role in Learning Experience Designer and understand the need for instructional designers to shift to a learning experience design mindset.

What is learning experience design?

I would define Learning Experience Design as the practice of creating learning experiences that enables learners to achieve a desired performance outcome. Learning Experience Design uses an iterative approach that focuses on understanding the users challenges and experiences to design iterative solutions to help solve their needs.

This doesn’t mean limiting learning experiences to formal learning that take place in a school or classroom. Quite the opposite, learning experiences can take place anywhere; at home, while working, or on the go.

Learning Experience Designers focus on the holistic learning experience and what the learner is going through. This means that rather than simply focusing on designing curriculum or instruction, the learning experience designer will consider the learner and everything they’re experiencing. They’ll then use that information to create solutions such as:

  • content (what does the learner need to do in order to perform a task)
  • the look and feel of the learning experience
  • materials
  • communication about the content
  • how the learner interacts with the content

Incorporating learning experience into digital products

If you’re like me, you may not immediately think about learning experience when thinking of the design of digital products. Digital products actually offer a number of learning experiences to customers, ranging from:

  • onboarding
  • learning the interface
  • learning how to interact with the product
  • help & support

Before my jump to LXD, I spent nearly 3 years creating software support content for clients. This ranged from creating help videos, how to articles, getting started guides, and more. During this time, I was often brought in after the software was built to explain to users how to use the system.

My move into learning experience actually transplanted me to the beginning of the design process. Now i’m working on our UX team where we handle designing product concepts that could potentially go within our software platform. This means establishing empathy with our users, gaining an understanding of their problems, and designing solutions to help solve the challenge. My deliverables usually range from creating wireframes, user flows, low fidelity prototypes of product features, and UX content.

I’m very fortunate that my organization is a test bed for new ideas. Since the transition, I’ve been able to work on some pretty exciting projects like designing in-software user onboarding for our beta software, designing wireframes and user flows for new features, and creating support materials for a new beta product.

Overall, the past 9 months have been quite the learning experience. The change taught me how to incorporate design-thinking, user centered design, prototyping, and iteration to my approach. I’ve been forced to think more strategically about getting to the root of a users problem and identify their pain points. This has improved the speed of my design  and allowed me solve our users problems quicker. In a world that is moving faster at every moment, a more strategic and agile design process will be what sets learning design apart from the pack.

Interested in learning more about learning experience? Check out these helpful resources:

Using information mapping to write clearer content

Last month, I sat down with some of my coworkers to officially hand off knowledge base responsibilities. Since transitioning more fully into my LXD role, I haven’t had the bandwidth to manage them anymore. It was a little bitter sweet, but it’s so exciting to see others step up to the plate and expand their skills.

I ended up reviewing some information mapping best practices to get the team more familiar with creating learning content. The session was so energizing! It reminded me of how much I love getting in front of people to share best practices and how much information mapping has helped to craft my content creation process.

What is information mapping?

Information Mapping is a researched based method that helps enable the creation of clear, concise, and focused writing. It allows content creators to put users needs at the forfont of the creation process.

I got trained in the information mapping methodology roughly 2 years ago and it’s helped every type of content I create. Everything from emails, presentations, documentation, help content, knowledge base articles, the sky’s the limit!

Below is an example before and after it went through the information mapping process. As you can see, information mapping can help to make the content more readable and bring important details to the front of the messages you’re crafting.

beforeafterbig3
Information Mapping – Before and After Example

Getting Started with Information Mapping

You don’t have to go through an information mapping training course to start using it! Here’s some guiding principles to help get you started:

Identify audience needs 

Whenever you’re creating content of any type of content, the first thing you’ll want to do is find out as much as you can about your audience. Ask yourself questions such as:

  • Who is the audience?
  • Are there multiple audiences?
  • What do they need to do?
  • What do they need to KNOW in order to do the task?
  • How will they access the information?

audience

Knowing this will help guide the information you present to your users and make sure that it truly resonates with them.

 

Organize information from the user’s perspective

Once you have a better idea of the content the users will need to know,  it’s time to focus on how you’ll actually present it to your audience.

Screen Shot 2018-05-26 at 1.25.56 PMBe sure to present the content in the order the users will need to use it. This often means introducing high level conceptual information first, then drilling down into more detailed content or steps later.Take a book for example; they’re often composed of multiple short chapters, rather than one long chapter of content. Each chunk of content should represent a new idea or topic.

 

Help users find what they need

Now that you’ve got your content down, it’s time to make some improvements to ensure that users can find the content they need.

Whenever I’m writing instructions or documents, I’ll add subheaders or descriptors to the content chunks in my document. The subheading should accurately convey what appears in it’s corresponding section. If the user is looking for something specific in your document, they’ll be able to quickly find what they’re looking for within the content.

Another best practice that i’ll do when writing directions is begin all sentences or steps with action verbs. For example, this means starting software how to’s with words such as “Click”, “Enter”, or “Select”. This puts the action that the user needs perform, front and center, ensuring theres absolutely no guess work on their end.

I’ll also emphasize words of importance by using italics, bold, or using all caps. In some cases, I’ll actually insert tips if something is really important to the user (ex: TIP: Changing this field will change all of your admin settings).

Finally, I’ll add supportive graphics throughout the document to help ensure that I get my point across. This means including pictures of software screens, machinery, or tools, you’re expecting the users to assemble or use.

Screen Shot 2018-05-27 at 2.13.28 PM
Example Instructions from The Predictive Index Knowledge Base

 

Putting it in action 

And that’s it! The next time you sit down to craft content, begin to incorporate some of these best practices to start getting your messages across to your users quicker.  So go on, and get your information mapping on!

 

Overcoming my inner critic: My journey with imposter syndrome

I do not feel knowledgeable enough to do my job, like I’m not moving fast enough. I think I might be overanalyzing everything.

– Roberta Dombrowski, 5/13/18

Chances are if you did a simple search for imposter syndrome, the computer would spit out something similar to the statement above. Reality is, I wrote this in my personal journal over 15 days ago. If you ran into me in the office or on the street, you probably wouldn’t have any idea I was battling this inner critic every second of every day.

 

What is Imposter Syndrome?

First described by Suzanne Imes and Pauline Rose Clance in the 1970s, Imposter Syndrome is a phenomenon that occurs in high achievers who are unable to internalize and accept their successes. Often times it might mean attributing your accomplishments to luck rather than ability. This might mean living in perpetual fear that others will unmask your abilities, or you’ll be “found out”.

Common signs of imposter syndrome can include perfectionism, overworking, undermining your own achievement, fear of failure, or even discounting praise. For some, it may also be accompanied by depression or anxiety. Lucky me!

 

My Story

Above all, I’m someone who tries to push herself to be the best possible version of herself. I’ve always juggled multiple hats. Whether it meant simultaneously juggling 4 part-time jobs and taking 20+ credits each semester during undergrad or currently working full time and completing my masters part-time. I am not satisfied with good enough or average. I want to know that I’m giving 110% to whatever it is I’m doing.

If I’m being honest, I have to admit I’ve always juggled this determination with feelings of self-doubt or lack of confidence in my own abilities. I’ve always felt out of place or that I’ve had to try harder than others. I’ve never seen my accomplishments as something to be proud of. But every once in a while when I’m not judging myself, I’m able to take a step back and appreciate the journey that I’m on.

My most recent experience with imposter syndrome was triggered by my promotion to Learning Experience Designer roughly 8 months ago. This transition meant moving from the learning team to the UX team within my organization. The change marked a huge shift in my way of thinking. It also impacted who I interact with on a daily basis and what I’m responsible for.  I’ve had to jump head first into creating UX designs for our software platform with little knowledge of what makes a good user experience. For months, I’ve felt like a fraud, like I didn’t know enough to do my job well, or how I even got to where I am.

It wasn’t until most recently that I’ve started talking about my struggles with others. In all of my discussions and research, I’ve found out that I’m not the only one who deals with these feelings of being an imposter on a daily basis.

 

Tips for overcoming imposter syndrome

If you’re struggling with imposter syndrome, the good news is that there are strategies to help identify, combat, and manage it. Below are some helpful tips that I’ve discovered throughout my journey with imposter syndrome.

 

Identify the cause

Whats shaking your confidence? Is it your new job? Is it that interview or job search you’re going through? That big presentation you have coming up?

In my case, the answer was pretty obvious – I felt like I didn’t have enough knowledge to do my job correctly. Think long and hard about what your cause might be. It’s most likely the skills you’re selling yourself short on when talking to others.

 

Talk to someone

Now that you have a better idea of what’s causing the feelings, take a deep breath and talk to someone about it. There’s nothing like getting an outside perspective to gain a better understanding of how you really are doing. This person will be able to help identify what fears are irrational and remind you of your strengths and areas for improvement.

I’m very blessed in the fact that I’m surrounded by loving and supportive people inside and outside of work. One of the most enlightening discussions I had over the past few weeks was with my manager. He was able to show me some things I wasn’t able to see through the fog.

 

Stop trying to achieve perfection

Ernest Kurtz and Katherine Ketcham describe the quest for perfection superbly in their book, The Spirituality of Imperfection:

“For to be human is to be incomplete, yet yearn for completion; it is to be uncertain, yet long for certainty; to be imperfect, yet long for perfection; to be broken, yet crave wholeness. All these yearnings remain necessarily unsatisfied, for perfection, completion, certainty, and wholeness are impossible precisely because we are imperfectly human – or better, because we are perfectly human, which is to say humanly imperfect.”

One of the few things that are truly guaranteed in life is the fact that humans are imperfect. Rather than struggling to achieve perfection, focus on the value you bring to the table. As a self-proclaimed perfectionist, this is probably the most difficult. I frequently have to remind myself on a daily basis that perfection is the enemy of experience and I’m doing the best that I can.

 

Own your story and stop comparisons

Too often we fall into the trap of comparing our weaknesses with the strengths of others. We tell ourselves “If I could just be as good at presentations as Jennifer” or “Why can’t I be as creative as James?”. These comparisons are subjective, biased, and unhelpful.

Shift your perspective to think about what your unique qualities are. What are you good at that others are not? After opening up to a good friend about my struggles with not feeling like I knew enough, he suggested that I try using one of my most powerful traits, intuition. It was a watershed moment for me. For someone who trusts their gut above anything else, why was I overanalyzing everything and hell-bent on researching new theories?  I was afraid of failing and thought that learning more or knowing more could help. It wasn’t until I started to own my own story and trust my own abilities that I started to feel more confident in myself and what I already brought to the table.

 

A new beginning

It takes courage to admit you’re feeling a certain way and decide to open yourself up to make a change. I’m not saying it’s going to be easy but I promise it’ll be worth it. It wasn’t until I decided to own my story that I’ve become more confident in my path and where I’m headed. So what’re you waiting for? You’ve got this!