© 2017 Predictive Index, LLC
Lost without a paddle:
Our journey with learning
experience design
THE PREDICTIVE INDEX
Agenda
• LXD Defined
• Comparing traditional ID & UX models
• The Existing Alchemist Process
• Our Hero’s journey
• LXD in PI
• Sweet spots for LXD in product development
THE PREDICTIVE INDEX
Learning Experience Design
The practice of creating learning experiences that enables
learners to achieve a desired performance outcome.
LXD uses an iterative approach that focuses on understanding
the users challenges and experiences to design solutions to help
solve their needs.
THE PREDICTIVE INDEX
A holistic approach
LXD shifts focus to the holistic learning experience and what the learner is
going through. As learning experience designers, we consider the learner and
everything they're experiencing. We’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 experience
• how the learner interacts with the content
THE PREDICTIVE INDEX
Traditional ID Model
ANALYZE
Instructional problem clarified, investigate needs of
the learners and overall business goals
- Needs analysis
- Performance & cause analysis
- Learner analysis
- Task analysis
- Look at existing training content
- Empathy mapping
- Personas
- Journey mapping
EVALUATE
Formative evaluation @ each step in process
Summative evaluation on finished instructional
programs/product
- Reaction
- Learning
- Behaviors
- Results/ROI
DESIGN
Design the strategies to solve the learners and
business problems
- Learning Objectives
- Lesson planning
- Content creation
- Exercises
- Storyboards
- User interface & UI
IMPLEMENT
Develop procedures for training
facilitators and learners
● Facilitator guides
● Adding elearning
videos to LMS/Catalyst
DEVELOP
Create and assemble content described in the design phase
● Edit based on feedback
● Collaborate with SMEs
ADDIE
THE PREDICTIVE INDEX
Traditional UX Model
THE PREDICTIVE INDEX
Similarities between LXD + UX
• Connect with users/learners/business needs
• Understand their problems/pain points
• Design solutions that solve problems
• Implement solutions
• Measure success
• Iterate based on feedback
THE PREDICTIVE INDEX
THE PREDICTIVE INDEX
LXD is not just software or workshops
The experience someone goes through anytime they learn
something
• Learning about PI during a sales call
• Seeing a marketing sheet or presentation
• Onboarding training
• Attending a workshop
• Visiting Catalyst or the knowledge base
• Using the software
THE PREDICTIVE INDEX
Sweet spots for LXD in software
Digital products actually offer a number of learning experiences to
customers, ranging from:
● software onboarding
● designing the experience - user flows, wireframes
● learning the interface
● learning how to interact with the product
● help & support - how to’s, best practices
● content design - what goes on a page, in a report, etc.
THE PREDICTIVE INDEX
You can also bring LXD in during
• Research
• We can help to further define the users & learners problems
• Assist with empathy mapping, persona creation, journey mapping
• User testing, getting feedback on designs
THE PREDICTIVE INDEX
Roberta’s Examples of LXD in Product
Development
Post-Release
Enhancements to the guided job
targeting process
Best practices, how to’s, support
content
Pendo announcements/guided
tours
Build
UI Copy content
Content we discover we need
during build (tooltips, etc)
Design
Reference Profile Dashboard
Card
UI Copy content
Report content for TWS,
Relationships, etc.
Engage action mapping
Conceptual
Engage content (emails, talk
scripts, action planning
worksheets, etc)
Low fidelity concepts for Hire
Job Target Guardrails
Learning support during design
sprints
THE PREDICTIVE INDEX
THE PREDICTIVE INDEX
THE PREDICTIVE INDEX
THE PREDICTIVE INDEX
Resources
What is learning experience design?
Why you need a learning journey map
Elements of Learning Experience Design

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LXD Fundamentals

  • 1. © 2017 Predictive Index, LLC Lost without a paddle: Our journey with learning experience design
  • 2. THE PREDICTIVE INDEX Agenda • LXD Defined • Comparing traditional ID & UX models • The Existing Alchemist Process • Our Hero’s journey • LXD in PI • Sweet spots for LXD in product development
  • 3. THE PREDICTIVE INDEX Learning Experience Design The practice of creating learning experiences that enables learners to achieve a desired performance outcome. LXD uses an iterative approach that focuses on understanding the users challenges and experiences to design solutions to help solve their needs.
  • 4. THE PREDICTIVE INDEX A holistic approach LXD shifts focus to the holistic learning experience and what the learner is going through. As learning experience designers, we consider the learner and everything they're experiencing. We’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 experience • how the learner interacts with the content
  • 5. THE PREDICTIVE INDEX Traditional ID Model ANALYZE Instructional problem clarified, investigate needs of the learners and overall business goals - Needs analysis - Performance & cause analysis - Learner analysis - Task analysis - Look at existing training content - Empathy mapping - Personas - Journey mapping EVALUATE Formative evaluation @ each step in process Summative evaluation on finished instructional programs/product - Reaction - Learning - Behaviors - Results/ROI DESIGN Design the strategies to solve the learners and business problems - Learning Objectives - Lesson planning - Content creation - Exercises - Storyboards - User interface & UI IMPLEMENT Develop procedures for training facilitators and learners ● Facilitator guides ● Adding elearning videos to LMS/Catalyst DEVELOP Create and assemble content described in the design phase ● Edit based on feedback ● Collaborate with SMEs ADDIE
  • 7. THE PREDICTIVE INDEX Similarities between LXD + UX • Connect with users/learners/business needs • Understand their problems/pain points • Design solutions that solve problems • Implement solutions • Measure success • Iterate based on feedback
  • 9. THE PREDICTIVE INDEX LXD is not just software or workshops The experience someone goes through anytime they learn something • Learning about PI during a sales call • Seeing a marketing sheet or presentation • Onboarding training • Attending a workshop • Visiting Catalyst or the knowledge base • Using the software
  • 10. THE PREDICTIVE INDEX Sweet spots for LXD in software Digital products actually offer a number of learning experiences to customers, ranging from: ● software onboarding ● designing the experience - user flows, wireframes ● learning the interface ● learning how to interact with the product ● help & support - how to’s, best practices ● content design - what goes on a page, in a report, etc.
  • 11. THE PREDICTIVE INDEX You can also bring LXD in during • Research • We can help to further define the users & learners problems • Assist with empathy mapping, persona creation, journey mapping • User testing, getting feedback on designs
  • 12. THE PREDICTIVE INDEX Roberta’s Examples of LXD in Product Development Post-Release Enhancements to the guided job targeting process Best practices, how to’s, support content Pendo announcements/guided tours Build UI Copy content Content we discover we need during build (tooltips, etc) Design Reference Profile Dashboard Card UI Copy content Report content for TWS, Relationships, etc. Engage action mapping Conceptual Engage content (emails, talk scripts, action planning worksheets, etc) Low fidelity concepts for Hire Job Target Guardrails Learning support during design sprints
  • 16. THE PREDICTIVE INDEX Resources What is learning experience design? Why you need a learning journey map Elements of Learning Experience Design

Editor's Notes

  • #6: Above is the traditional ADDIE model that is used in the instructional design process. This is the most common techniques that people such as myself, Dottie, and Karen will use when creating content. The deliverables marked in blue are strategies and techniques that I’ve been learning in my advanced instructional design class this past semester that is focusing specifically on how to incorporate design thinking methods with instructional design.
  • #7: This graphic is the traditional design thinking methodology from the Nielsen Norman group. As you can see the process are similar if not identical to the instructional design model I just presented. Many of the deliverables during the stages are very similar as well. For example during empathize, UXers are creating journey maps and personas. During define we may perform task analysis to define the JTBD. The process is also iterative in nature where we’re constantly investigating new concepts and improving.
  • #8: There's a lot of similarities between learning experience design and user experience.
  • #9: At first glance LXD can help our heroes at the highlighted phases of their journey: when they are implementing, getting comfortable, applying PI consistency, and becoming happy with PI. But LXD can actually help along almost all areas of their journey within PI. Additional Examples: LXD will help with the demo2delight initiative which impacts our heroes when they are determining when they want to purchase PI as a solution. The sales team is using a version of LXD when educating prospective clients about PI’s solution as well and giving presentations, demo calls, etc. Trish is also using a version of LXD when onboarding new clients as well. Rabih’s & Todd’s team use a version of it when putting new partners through Launch, getting them on board, etc.
  • #14: The beginning of the design thinking process is empathy. An emapthy map allows you to gain greater insight into your customers or learners. You can use them as a way to summarize findings that you discover during interviews. They can be referenced whenever you need to put yourself in the learners shoes.
  • #15: Personas are fictional representations of your target audience. They're developed based on qualitative feedback from user research and interviews. They can include information about your audience related to their challenges, motivations, needs, behaviors, frustrations, and tasks they need to accomplish.
  • #16: By creating this journey or experience map, you are "drawing" the experience of the learner as you imagine it will unfold through the present or future journey. Your persona or journey map can include: A persona Scenario, goals, & expectations (whats the performance problem you're trying to solve) Phases of the journey Actons Thoughts Emotional experience - what is the persona thinking as they move through the journey Opportunities - details about opportunities to improve outcomes Internal ownership