mechanisms
Getting the word out:
- Web pages
- Web demonstrations
- Email distribution
- News, newsletter, and periodical publication
- Case studies (challenge, aim, solution, evaluation)
- White papers (best practices and benchmarking)
- Alerts (consequences, assurances, recommendations)
- Press releases and announcements (changes, positioning, effects, testimony)
- News and newsletter reports (who what when where how why)
- Magazine and newsletter features (analysis, support, detractors, testimony)
- Surveys and polls (demographics, Likert scales, multiple choice, short-answer)
- Reviews (Review criteria, supporting examples, influences, inspiration, recommendation)
- Advice (myths, caveats, top reasons, top qualities, best/worst)
Visuals, materials, media:
- Metaphors and symbols
- Structure or parts-function callout diagrams
- Process cycle diagrams
- Feature comparison charts
- Timelines and milestones
- Quantitative charts & graphs
- Organization or hierarchy charts
- Cross-functional flowcharts
- Screen shots or photos
- Video or animated demonstrations
Documenting knowledge:
- Concepts (jargon, terms, definitions, classifications, attributes, structures, analogies, examples, discriminations)
- Facts (names, pronunciations, locations, events, dates, relationships, quantities, math statements, survey results)
- Processes (stages, actors, inputs, rules, functions, cycles, flow, branching, outputs, results, and troubleshooting)
- Procedures (objectives, conditions, tasks, materials, preparations, steps, decisions, and troubleshooting)
- Principles (policies, assumptions, premises, evidence, behaviors, guidelines, ideals, limits, benefits, consequences)
- Company forms (performance objective evaluations, training gap surveys, vacation requests, timesheets)
- Projects (conditions, scope, deliverables, talent, level of effort, Gantt charts, review schedule, progress tracking)
- Products (description, selling points, materials, attributes, unit of measure, pricing)
- Services (description, selling points, objectives, processes, guidelines, pricing)
- Audience (segments, persona, demographics, culture, experience, expectations, detractions, motivation, influences, authority)
Training and Performance Improvement:
- Corporate metrics (quotas, time, scorecard, costs, revenue, job requirements, rewards, consequences, turnover)
- Task analysis (job, function, related processes, stages, tasks, steps, guidelines)
- Organizational analysis (departmental inputs, functions, checks and balances, redundancies, opportunities)
- SWOT (strengths, weaknesses, opportunities, threats)
- Knowledge gap analysis (objectives vs. training gap surveys)
- Learning objectives (given conditions, behavior, success criterion)
- Curriculum plan (learning required per job at beginner, refresher, and advanced levels of mastery)
- Course syllabus (description, prerequisites, objectives, accountability, success criteria)
- Lesson plan (scope, discovery/presentation and exercise sequence)
- Presentation/Discovery (narrative or activity sequences, affective, cognitive, and sensori-motor stimulation)
- Fact reinforcement (discussion questions, quizzes, drills, songs, mnemonics, puzzles, trivia games)
- Classification exercises (attributes, examples, discriminations)
- Practice exercises (hands-on practice, procedural sequence, results)
- Process application (function, role-play, and troubleshooting)
- Guideline application (motivation, synthesis, debate)
- Props and tools
- Lab recreating ideal and challenging conditions
- Job aids
- Performance Checklists
- FAQs (frequently asked questions)
- Puzzles and games
- E-learning (interactive Web tutorials)
- Distance training (teleconferences)
- Discussion forums
- Collaboration tools
- Simulation designs
Tools of my trade:
- Macromedia’s Dreamweaver, with some xHTML/CSS coding, modest JavaScript/ASP scripting, and a little Fireworks and Flash
- Adobe Acrobat Professional CS2, InDesign CS2, PageMaker 7, and a little Photoshop and Illustrator
- Microsoft Word, Excel, PowerPoint, Visio, Outlook, with modest Project & Access
- TechSmith SnagIt screen capture
- Wink screen animation/tutorial freeware
- TechExcel CRM and DevTrack
- MAG Softwrx Timeless Time & Expense to manage projects
- Insight Software Solutions Crossword Construction Kit
- Designer’s Edge
- DivaHTML Collapsible FAQs (Dreamweaver Extension)