At a recent workshop we discussed the popularity of working animated gifs and how they can be used in e-learning courses. Here are three reasons you can use them in your courses.

Animated Gifs for Novel Visual Design

E-learning courses are still mostly visual. And one part of engaging you learners is to create visually rich experiences. This doesn’t replace instructional design, but it does help make your course look more interesting and contributes to capture the person’s attention.

I love this example created by one of our community managers. She did a great job using animated .gifs to enrich the visuals in her Rise demo. How many animated .gifs do you count in her demo?

Click to view the Rise demo.

Speaking of novelty, in the example below I added an animated gif to a slider that represents the module progress. At a certain point, the state of the slide thumb changes from one walking character to another.

Animated Gifs to Add Humor

One reason animated gifs are so popular is they’re perfect for sharing funny things and memes. And they’re exaggerated with the looping animations. Why not leverage the humor that these offer and work them into your courses? A couple of considerations: many of the gifs probably violate some copyright laws and training isn’t supposed to be funny. Well, maybe it can be funny, but there’s a good chance that regardless of the content someone will complain. If you do use humor, you’ll really want to make sure that it’s appropriate to your audience.

Animated Gifs to Show Procedural Steps

The two reasons above are less instructional. This next one fits better with instructional design and training. Use animated gifs to quickly show procedures or steps in a process. If you’re showing steps, it’s good to add some reference points because the content loops and people may not be clear where in the process the steps fall.

Here’s an animated gif that shows the root canal process.

Click here to view the animated gif (19 MB)

And here’s a prototype built in PowerPoint that demonstrates showing four steps.

Animated gifs work well for e-learning courses. If you use them in your courses currently, feel free to share ways that they’re used. In the meantime, check out these previous articles on creating animated gifs:

• How to Create Animated .GIFs for Free
• How to Make Animated Gifs from Video 
• Here Are Some Free Animated Gifs

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Developing the content and flow of an interactive branched scenarios is one thing. Creating the visual structure is another. In today’s post we’ll look at some key considerations when building scenarios and come up with a simple storyboarding process to help think through the scenario design and layouts.

Branched Scenarios: 3C Model

Years ago, I introduced the 3C model to build interactive scenarios: challenge, choices, and consequences. It’s a simple model to help think through the content requirements. It starts with challenging the learner’s understanding through some sort of contextual and real-world situation where decisions need to be made. Give them some choices to make. And the choices produce consequences.

The consequences can be simple with immediate feedback or the 3C model can be compounded where each consequence produces another challenge and branches indefinitely. Of course, it’s hard enough to get your subject matter expert to give you ten good multiple-choice questions, let alone provide all of the content and nuance to build a complex branched interaction. I prefer a simple scenario structure.

Branched Scenarios: Visual Structure

A branched scenario starts with a blank screen. And from there, we add the scenario structure. But what exactly is it that we need and how do we design the screen layouts?

Let’s start with what needs to be on the screen. Here are a few of the main onscreen components that make up many branched scenarios:

• Background: the background (or environment) is an easy way to establish context. I usually look for a single image that helps do that.
• Characters: generally speaking there are actors in the scenario. Sometimes they can be implied and don’t need to be onscreen. For example, looking at an email or text message implies that someone in the scenario is viewing it. Or perhaps, the learner is the character. However, in many cases, the scenario actually features characters. Is it one or more? How do you show back and forth conversation?
• Challenge: the screen consists of some text that presents the situation and challenge. That text needs to go somewhere. Does it go up, down, left or right? Is it there to start, or does it get exposed when the user does something like click a button?
• Choices: once the challenge is presented, the learner has to make a decision. That usually means there’s an assortment of choices and then some sort of button (or other interaction) to make the selection. Where will that be on the screen?
• Consequences: each choice usually includes some sort of feedback. It could be all of the feedback or perhaps an alert that the decision has created a new challenge. In either case, how is that displayed?

Branched Scenario: Simplify with a Storyboard

As you review the list above, it becomes apparent that there’s a lot to put on the screen. In workshops we usually create a blank slide and then a box to represent all of those things above. Then we play around with layouts to see what we can get onscreen. After that, we explore different ways to move the content offscreen and use triggered actions to expose the content.

There’s a lot that makes up the scenario layout. The image below represents some common scenario layouts.

Of course, there are all sorts of ways to structure a scenario. Keep in mind not everything needs to go on one screen. You can use layers and lightboxes to expose additional content. Mouseover interactions are great to expand information without requiring that the person leave the current screen.

One way to get started is to create three blank slides: one for each part of the 3C model.

• Challenge slide: set up the scenario by adding visual context and all the supporting text. You’re not writing War and Peace. Keep it short and get right to the point.
• Choice slide: determine how many choices the person will have. Also determine if you will present ancillary options. For example, you may want some links to talk to team members or contact HR for more assistance. What will those look like, where will they be placed on the screen, and what does the content look like?
• Consequence slide: what feedback needs to be displayed? Is it just text? Will there be a character?

Once you have the three elements on separate slides, it’s easier to see what you have to expose during the scenario. From there you can begin to assemble the screen. Some people create cheats. For example, create a “folder” that can be placed on a different slide or layer. The folder is a good metaphor and fits a lot of contexts. It’s also a nice visual that can hold a lot of content. It allows you to get rid of character images, buttons and a lot of the other clutter that you have using a single slide.

In a previous post, I simplified the process by suggesting that you use a visual container. The container adds context and holds the text. That’s one option. But there are a lot more. The key is to determine what you need first using the three slides. And then from there play around with ideas on what to add to the screen and what to expose later and when to expose it.

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Do you need to be an e-learning programmer to build e-learning courses?

A lot has changed with e-learning over the past decade or so. As noted before, it used to require a team of people that usually included someone with some programming skills. However, as the rapid e-learning market emerged, the need for programming skills virtually disappeared. That’s great because it opened the industry to a lot of people and organizations.

The challenge though is that while you don’t need to be a programmer, it is still good to know a little about some basic programming. For example, one question we see quite a bit is how to use web objects in Storyline or embed content using the embed block in Rise. Often this involves using an iframe or some other simple web page. For the most part, it’s straightforward. But sometimes it means tweaking the embed codes provided by some services.

Because many people come to the industry without this type of experience or a background in programming, it’s a good idea to have access to some resources and tools. Today, we’ll look at a few places to go for quick help.

E-Learning Programmer: HTML Basics

W3 Schools: I recommend this site quite a bit. There’s a lot of good info, tutorials, and ways to test code on your own.

• Learn to create a basic web page to use for local web objects in Storyline. Often, I create simple pages with resource links and then link to them locally. This allows the html page to become part of the published course.
• Learn to work with iframes and embed codes in Rise. Embed codes can be tricky sometimes based on what the source site provides. Often there’s a lot of gibberish that needs to be removed. The more you know about the iframe basics, the better off you’ll be.
• Here’s a good resource from David Tait on using iframes in Storyline.

Like many of you, I’m no programmer, so I lean on this site to learn to do basic tweaks to some of the code I need to modify for my courses.

E-Learning Programmer: JavaScript Basics

Some of you may think that JavaScript is some sort of note you write to pass to your local barista. That’s OK. Because this post is for you.

Again, you don’t need to be a programmer to build great e-learning. The authoring software does all of the heavy lifting. However, using JavaScript does extend what you can do with the software and adds a lot more customization and functionality. Thus, knowing a little can go a long way. This is especially true with Storyline because on the Storyline side it’s just a matter of adding a trigger to execute some code pasted in the trigger. But it does mean, you have some code and you know at least what to do with it to get the results you want.

Here are some examples from the community to get ideas on how to leverage JavaScript in your e-learning courses.

Here are some good resources to learn JavaScript for free:

• Introduction to JavaScript
• Free Code Camp
• Guru99
• EdX JavaScript

You don’t need to be a programmer but having some basic understanding of the code that can extend what you do in your e-learning courses is a good idea. Are there other free resources for learning code that you’ve used? If you do use JavaScript in your Storyline course, what are ways you’ve used it?

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There’s a lot that goes into building interactive scenarios. Obviously content is king and critical to building a branched scenario that is both engaging and effective. One key part of the scenario construction is establishing context. The good thing is that a single image often suffices to establish the scenario context.

The free stock images I shared recently are perfect for building interactive scenarios and establishing visual context.

• Free illustrated scenario backgrounds
• Free office scenario backgrounds

I’ve had a few questions on how to set up the slides using the scenario images, so I’ll show a couple of easy ways to use them.

Interactive Scenarios: Create Multiple Layouts

You can create as many layouts as you like in the master slide. Thus you can create a scenario slide with dozens of layouts and save it as a template. Anytime you want to build a scenario, start with the scenario template and it saves you from looking for the images and inserting them into the slides. Everything’s already there and ready to go.

Here’s a quick tutorial to show how that works.

Click to view the scenario tutorial.

Interactive Scenarios: Create Multiple States

Another reusable option is to insert a background image and then establish a number of states for that image. You can set any state as the initial state and never have to access the other states. And if you want to be clever, you can use triggers to dynamically switch the background from one environment to another using a single image.

Here’s a quick tutorial that show how to set up the background states and dynamically change them with triggers.

Click to view the scenario tutorial.

There are advantages to each method:

• Working from the master slide means that the background image can be applied universally to the layout and impact all of the slides that use the layout.
• Working with image states on the slide level gives you more control over the background and how it’s used with triggers specific to that slide.
• There’s no reason you couldn’t apply the image states to the layouts which would mean fewer layouts. The layouts can be swapped using triggers and variables.

Key Point: it’s easy to get lost in building complex scenarios which can consume a lot of production time. I always work from the perspective of keeping production simple and as reusable as possible. And with Storyline 360, you can share with your co-workers using the team slides feature.

Inserting the images into a file and saving it as a template will save you lots of time and means you won’t have to dig around looking for the images. They’ll always be right at your fingertips.

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Between the workshops I run, blog emails received, and helping in the community, I get to see hundreds of e-learning courses. A common issue for many courses is transitioning from sharing content to helping people use the content to make the appropriate decisions.

Many course developers focus on making the content interactive, which is good. But much of the interactivity is novel or exists at a very basic level. What tends to be missing is the more complex decision-making interactivity.

The challenge is how to move past rote facts and get to a place where the learners can practice making the kinds of decisions they’d  make in the real world.

Interactive E-Learning 101

There are some core building blocks for interactive e-learning:

• provide relevant content that fits in context to their real world
• instead of pushing content, getting them to pull it
• create ways to explore the content
• challenge them with decision-making activities or scenarios

We’ve discussed many of these things in previous blog posts.

“What If?” Scenarios

The one thing that could add to this pursuit is to provide more “what if” scenarios:

“What happens if I do this? Or what happens if I choose this other option?”

I was thinking more about this the other day as we were presenting on how to use variables in one of our webinars. Variables allow the learner to do something that can be tracked. And then use that information to provide feedback unique to the learner’s experience. They’re perfect for creating this type of training.

• Challenge the learner to analyze all of the available information and form some sort of hypothesis.
• And then create the means for them to apply it and see what happens.
• Provide the appropriate feedback based on the results.
• Let them make adjustments and test it again.

The obvious reason why we don’t do more of this in our courses is that it takes more time to build. The reality is that most clients seem satisfied with basic click-and-read type content. And building more complex interactivity takes time, especially if we want to do it right. It also means more nuance to the way we package the course content. This wouldn’t work if all of the decisions to be made are very obvious.

Another challenge is that we tend to be in this somewhat nonsensical tracking and quizzing mode where it seems we’re less concerned with the actual learning and more concerned with course completion. In that world, there’s little room for testing ideas. And once the course is completed, it’s usually locked down by the learning management system. Thus it’s not even a great resource for reviewing later.

Creating these types of “what if” scenarios won’t work for all courses and content. And they do take more time and skill to build. However, they can enhance the learning experience and make the courses more engaging.

What types of courses do you think lend themselves to this type of training? And how would you set up the scenarios and process to test ideas?

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The training industry likes acronyms so today we’ll revisit one I shared a few years ago to help new course designers remain focused on producing real value.

It starts with the cookie story.

Two people are selling cookies in the neighborhood. One person bakes a bunch of chocolate chip cookies and sells them door-to-door. Unfortunately that person lives in a hipster neighborhood of Keto enthusiasts and those hostile to gluten. Not many want chocolate chip cookies. They prefer cookies that fit better with their diet.

The other person doesn’t start by baking cookies. Instead that person decides to canvas the neighborhood and asks what the neighbors prefer and takes orders specific to their tastes. From there, the person buys the ingredients required for each order, bakes cookies, and delivers them to satisfied customers.

The first person committed valuable resources to a product that many didn’t need or want. The second was able to manage resources by committing them to a product that customers did want.

Build E-learning Courses People Need

There are some lessons in here for us because often the courses we design are made to fit a general need, but not specific enough to provide value to everyone. The main culprits for this are lack of time (so we just crank out a course to get it delivered) and content-centric courses (rather than ones focuses on the user or performance goals).

Training needs to be designed with the end-user in mind. Often we start with content and figure out how to package it into a”course” that we can deliver online. The mistake is that while the content may be valuable, we tend to focus on delivery of the content as the end-goal. Then we become like the first cookie seller where we peddle a generic product that doesn’t meet real needs.

Here’s a simple cookie-themed acronym to help with working through the course design: OREO

• Objectives. Make a promise to those taking the course that you won’t waste their time. Have clear objectives and build the training to meet them. Build in a way to measure that you met that goal.
• Results. Organizations don’t have a course-deficiency. They hire you and spend money on training because they expect results. Build courses aligned with organizational goals and performance expectations.
• Engaged learners. Craft a great learning experience that engages the person. That means the course needs to be relevant, aesthetically appealing, and appropriately interactive.
• Order-taking. Don’t bake chocolate chip cookies from existing ingredients. Spend time with your audience. Get to know their needs and how the course content helps meet them. You have limited resources and want to spend them appropriately.

While this isn’t revolutionary advice, it is still a good reminder to have clear objectives and manage the resources appropriately. What tips would you share for beginner course designers?

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Variables add all sorts of capability to the learning experiences you create. They allow to move past linear, click-and-read content to more complex interactions with branched scenarios and personalized, adaptive learning.

Today I’d like to share a tip that really comes in handy when working with variables. It’ll save time and really help when you use a bunch of variables that are interdependent.

The 1-2-3 of Variables

Working with variables is a three-step process:

• Create the variable: which is a like a bucket waiting to have a value
• Adjust the variable: some action or trigger changes the value of the variable
• Use the value: once the variable has a value or new value, that information can be used to trigger a different action

I explain that in more detail in this post on how to simplify working with variables in e-learning.

Add a Reference to the Variable for Troubleshooting

When working with variables, there is some trial and error and continuous testing. I always recommend adding a variable reference to the screen so that when troubleshooting or testing you can see the current value of the variable. This really comes in handy. If triggers depends on the value of the variable, you want to see that the variable is actually changing. If not, then you know where to start looking.

I explain that in more detail in this post on how to work with reference variables in e-learning.

Testing Variables in Your E-Learning Course

Here’s where it gets tricky. Some courses can have a ton of variables. For example, you may have a slide at the end of the course that requires dozens of interactions throughout the course. These interactions allow you to display personalized feedback. And each interaction is connected to interdependent variables.

Testing that everything works requires going through the course to activate triggers that adjust the values of the variables. This is really time-consuming. Unless you create a variables dashboard.

How to Create a Variables Dashboard

A variables dashboard allows you to be anywhere in the course and test how something would work depending on the value of certain variables.

For example, in a previous post we discussed how to lock navigation based on completing specific actions. To test it, requires completing all of the actions.

However, with a variables dashboard you can manually adjust the variables and then go to that single slide to test it. That saves a ton of time and frustration.

Here are the basic steps to create a variables dashboard:

• Create a slide that shows the current value of the variables and also allows you to manually adjust them. In the image below you can see I have buttons that let me change from true to false. There are text input boxes to add text-based values, and ways to adjust the numbers for variables that count specific activities.
• Add this slide as a lightbox slide. I add it to the player so that it’s persistent and available throughout the course.
• Prior to final publishing, get rid of the lightbox slide so that it’s not available to those who actually take the course.

Below is an example of a test module I used for a recent gamification webinar. You’ll notice the “Set Variables” link on the top right corner. Go ahead and test it.

Click here to test the variables dashboard.

If you want to learn more, here’s a tutorial where I explain how and why it’s set the way it is.

Hopefully, you’ll find using a variables dashboard helpful and productive when build your own courses.

Learn More About Variables

If you haven’t used variables before, it’s time to learn how and then start to create all sorts of cool courses.

Here are some posts that will help you learn more:

• The Case for Variables in E-Learning
• Simplifying Variables for Better E-Learning
• How to Name Variables for E-Learning

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The question I see asked almost every day revolves around locking navigation until a user has completed a task. In the most common case, the first slide is a course menu. The user clicks a button, goes to a module, completes it, and comes back.

At that point, the module is marked complete and the user goes to another module and repeats the process until all of the modules are complete. Once that is satisfied, the user can continue.

There are a number of ways to approach this, but I’ll show the way that probably makes the most sense and is easiest to troubleshoot. In the process, I’ll offer a few bonus tips. Watch the tutorials for the details.

It Starts with Variables

Learn to use variables. The getting started tutorials show how and they offer some practice activities. In fact, the true false variable tutorials actually answer the top question asked.

For the novice, variables may seem intimidating, but once you understand them, they’re easy to use and give you a lot more control over the design of your course.

In Storyline, working with variables is a three-step process:

• Create a variable
• Use a trigger to adjust the value
• Use that value to do something

A variable is a piece of information. In this case, we use a variable to track if the person’s done something. We’ll use a true/false variable and start with an initial value of false (1. create variable). When the user completes a module, we create a trigger to change the value from false to true (2. adjust value). When all of the module variables are true, we can use a trigger to unlock the navigation (3. do something).

Tracking Navigation with Variables

Now let’s get started. I’ll write out the basic steps, but I recommend watching the video tutorial to get the detail.

Download the source file here.

Menu Slide

• Create a trigger to disable the next button when the timeline starts. This prevents the user from clicking forward.
• On the module buttons, add a custom “complete” state rather than using the “visited” state. You’ll use this to indicate the module is completed.
• Add a trigger on the buttons to jump to the specific modules.
• Add a trigger to change the state of the module button to complete when slide starts on the condition that the variable for that module is equal to true.
• Add a trigger to change the state of the next button to normal when the slide timeline starts on the condition that all variables are true.

Module Slides

• Create a true/false variable for each module that you’re tracking.
• Set the initial value to false.
• Name the variable so when it’s read it makes sense: such as Module1Complete = False
• On each module, add a trigger that adjusts the variable from false to true. It doesn’t matter what you use to trigger the event. Some people use a button and some use the last slide’s timeline. It really doesn’t matter. The main point is to have a trigger that adjusts the variable from false to true.
• Create a button that returns to the menu slide.

A few tips and common issues:

• Trigger order matters. Often the button has two triggers. One jumps to a slide and the other adjusts the variable. If the user jumps to the slide first, it leaves before the variable can be adjusted. Change the trigger order so that the variable changes and then leave the slide.
• “When timeline starts” is key when you visit the slide. Many people use a trigger to do something when the variable changes. However, when returning to the slide, the variable has already been changed. Thus nothing happens. You need to load the slide and then evaluate the value of the variables.
• Create custom states and don’t use the built-in visited state. I like to create custom states so that there’s no conflict with pre-built states. The built-in visited state doesn’t require triggers. If a user clicks on the object, it is visited. I’ve seen dozens of examples where users create conflicts between their triggers and the built-in states. It’s good to create your own states for specific control.
• Variables are best when leaving slides. A lot of people use states to trigger objects, such as change next button when the state of all buttons are visited. However, states are slide-specific and variables are available throughout the course. Variables also give you complete control. It just makes it easier to troubleshoot when using variables because you can see what’s going on.
• Use text references for variables. They let you see that the values are set and what they need to be. It’s challenging to troubleshoot if you can’t be sure that the variables are changing.

While today’s tutorial is relatively simple and limited to locking navigation, once you understand the core concepts, you can use similar techniques to create branched scenarios and adaptive learning paths.

That’s a quick run down of the most commonly asked question. Be sure to watch the video tutorial to see all of the details and some bonus tips. And if you haven’t watched the getting started tutorials, make the investment to go through them. They do answer many of the the questions I see in the community.

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The reality is that many e-learning courses are irrelevant to the needs of the person who has to take them. Lawsuits and regulatory compliance dictates a lot of demand for e-learning courses. It puts instructional design on the back-burner and end-of-year certification becomes the priority.

It’s just a reality of our industry.

Information vs Performance

I’ve always split courses into one of two groups: information or performance

• Information: share information and certify a basic level of awareness/understanding
• Performance: change behavior to meet a specific metric

By splitting into those groups, I know what resources to commit to the projects. Performance-based training takes more effort to build and I want to have the resources to build those courses. I don’t want to squander my limited resources on courses that just require a few slides and final quiz.

With that said, regardless of the content, courses should still be framed in a manner relevant to the person who has to take the course. It may be compliance-based content, but there’s a relevant context for compliance. And framing the content in that context helps ensure understanding and compliance (which is the objective).

Here are three ways to take generic compliance content and make it more meaningful to the end-user.

Get to the Know the Learners & Their Environment

Try to spend time with the learners. Become familiar with their routines and how they do what they do. Often, the procedures they perform in real life aren’t congruent with what the managers or subject matter experts expect. It’s good to know this before building a course that people ignore because it’s not the way they do things.

Share with them the objectives of the course and some of the essential content. Ask how that plays out in their real, day-to-day activities. They’ll give you some good fodder for case studies and simple scenarios.

Be a Bridge Between the Content Owner and the Learner

The content owners and those who commission the course often have different objectives than the person who takes the course. This is especially true for compliance training that often seems pointless to the learner.

Part of your role is to blend the organization’s needs with the learner’s needs. Get the learner’s involved. It helps build awareness of the training that is being developed and they may offer valuable insight.

Content is Relevant in the Right Context

In live training sessions, you can generate meaningful conversation and engaging the attendees is easier. They share and comment. Online learning can be a challenge because a lot of compliance training is equal to a X minute lecture.

You may not engage in active conversations but there are things you can do:

• Create case studies that reframe the content. It’s a step away from lecture and the context can be meaningful.
• Create interactive scenarios where they can make real-world decisions.

Even if the course is a compliance course and may not be the most relevant, by getting the learners involved, the content can be placed in a relevant context that is engaging and keeps the people from tuning out or discounting what’s trying to be shared.

What are things you do to keep your elearning courses relevant?

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I get a lot of questions about interactive e-learning. Often people are looking for specific “interactive” features in the software. However, the key isn’t specific features as much as it applying a few simple strategies and understanding what can be done with the e-learning software.

Part 1: Interactive E-Learning Strategies

Here’s a simple strategy I use when building interactive e-learning courses: focus on a few basic building blocks (which I’ve written about before).

• Relevance: the first step is to make sure the content is relevant to the learner. Courses have content but often it’s not framed in a relevant context. That means it’s difficult to engage and motivate the learner.
• Pull: most courses tend to push content out. It’s how we usually teach. We push content in learning docs, cheat sheets, videos, lectures, etc. One goal should be to get the learner to pull content in. Give them a reason to explore and consume content.

• Decision-making: present real-world (relevant) situations, provide access to information (pull & exploration), and present some opportunities to make decisions. I like to use the 3C Model. It’s a simple model I developed to help teach our junior instructional designers years ago: challenge the learner; provide some choices; and choices produce consequences.

I also try not to formally grade the interactions (especially decision-making activities) while they’re in the learning process. I want them to freely make decisions; and if they get things wrong, that’s just part of the learning experience. It’s also an opportunity to continue teaching. Formal grading tends to shut that down.

Part 2: Interactive E-Learning Features

I like to think of the e-learning software as a tool that creates multimedia. Most of the time that is used for training, but not all online multimedia needs to be training.

Most e-learning software has out-of-the box interactions like tabs, process, and labeled graphics. However, I try to step away from the intended interactivity and look for different use cases. I look for features that lets the person interact with the screen and then try to find ways for the person to interact with the content using the onscreen interactions.

Flash Card 3C Model

For example, in the simple scenario below, I created a 3C structure and used the Flash Card interaction as a means to review choices and get feedback. The Flash Cards aren’t technically designed for scenarios, but because one can click and reveal, they’re perfect to ask and answer questions in a scenario. And because the learner can click the other options, it lets them explore.

Process Interaction Many Ways

Below is another example to show how to stretch the features to create all sorts of interactive content. I took the same general content which fits perfectly as a process interaction and applied it to different types of blocks to see how they’d work. Essentially they’re all a process interaction, it’s just that I used different features to package the content.

Click here to view the demo.

Obviously, some make more sense than others. But the point of the exercise is to review the features available and think of different ways to use the interactive parts. Today, it’s a simple process interaction, but next time it could be a decision-making scenario.

3C Model: Labeled Graphic

Here’s an example, where I leveraged the Content Library characters with Studio 360 and PowerPoint to create a decision-making image with the labeled graphics.

3C Model: Combined Blocks & Accordion Interaction

And another example of a 3C model where I combined a few blocks to create the structure (which I can save as a reusable template) and leveraged the accordion interaction as the way to ask and answer questions in the scenario.

As you can see, it’s easy to combine the basic building blocks with interactive features to create an assortment of interactive options that go beyond what the software gives you out-of-the-box. The secret is to start with a simple model and then leverage the interactive features (whether designed for decision-making or not).

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

Generally, delivering e-learning courses is a two-step process: 1) create the course in your favorite e-learning software and 2) host the course in a learning management system.

There are many small organizations that don’t use formal learning management systems; however they want simple tracking of the courses. I had someone ask how they could track people in their organization who have taken a compliance course. He didn’t have a lot of learners and wanted something simple.

Here are two quick solutions that work well. They don’t require a lot of work to set up and they’re mostly free.

This solution assumes that the user gets a URL that links to the course. We have no identifying information so we need a simple way to collect who they are and track their completion.

Create a Form

Create a form using a hosted service. In these examples I am using Google Forms and Jot Form. However, you can use a different service if you want (or create your own form on a server). It doesn’t matter. The main thing is you have a way for the person to share info and send it your way.

Embed the Form

Once you have the form, you’ll embed it into the course. In these examples we’re using Rise’s embed block. If you use Storyline, the web object works perfectly for this.

Create a Gate to the Form

The goal is to only expose the form when the course is complete. There are many ways to do this. For these demos, I’ll show two ways. In the first, I use a continue block that is locked until the learner affirms completion of the course and agreement with the content. In the second example, I use a quiz to serve as the gate.

Examples of Embedded Forms

These are simple examples to show how the form looks embedded in the course and how you could create a gate to get to the form.

• Jot Form Example: the course has free navigation and user affirms completion to unlock the the gate
• Google Form Example: the course is locked and passing the final quiz unlocks the certificate of completion

Jot Form offers a bit more control and looks more integrated with the course. I colorized the block to match the form’s color.

On the other hand, Google Forms has that enormous header space and scrollbar. I removed the header image and filled it with white to avoid the Frankenform look but it still looks like something pasted into the course. It would be nice to have more control over the look, but it still works fine for what we need and it’s free. Also, the integration with Google Sheets saves a few steps later.

Upload the Course

Since we’re not using an LMS, we need a place to upload the course. I use Amazon S3 which I showed how to set up in a previous post; but it could also be Google Storage. But it can be any web server.

Track Course Completion

The form collects the data and sends it to the service. Jot Form displays a table with the option to download. Google Form sends the data to a Google Sheet.

Of course, there are many other ways to do something similar to avoid using an LMS, especially if you have programming skills.

At a previous place, we used the course URL to drop a cookie on the person’s computer. At the end of the course, we inserted an .ASP file via a web object. The .ASP file collected the info from the cookie and sent it to the database. Thus we knew who took the course, when they completed it, and their minimum passing score.

Do you have any other ways you use to track the course without using an LMS or paid service? Please share in the comments.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

E-learning templates are a great way to save time. This is especially true for those of us who work with repetitive content and courses. And it’s even more true for those of us who aren’t graphic designers since the e-learning templates provide nice looking visual design.

However, working with templates can be a challenge. Sometimes they present too many choices (which can debilitate). Another challenge is that to modify templates often requires a more involved understanding of the authoring tools. This isn’t easy for the person just getting started.

Here are a few ideas to help simplify working with templates.

E-Learning Templates Are the Second Step

Figure out what you need before you build first. A big time waster is not knowing what you want in the course but building it, anyway. Then realizing it’s not what you want, you tear down and rebuild. Or worse, you move forward with a bad idea and let it dictate the rest of what you’re doing because of the time already invested.

I like the weekly e-learning challenges to play around with ideas and to see what others do. The challenges help develop fluency with the software and build awareness around ideas that can be implemented before you work on a project.

ACTION ITEM

• Carve time out to do a few challenges or at least review what others have done. The challenges are also a great way to add content to your e-learning portfolio.

Let the Content Determine the Right Template

Templates are great, but don’t let the template dictate your content. This is one of the biggest issues with templates. We like a template because it has sixty cool layouts and then we force our content to the template. Or we think we have to use all sixty layouts so we have similar types of content but it all looks different throughout the course because we mix and match the layouts.

ACTION ITEM

• Review your templates and the various layout options. Then determine when you use them and why. Even if you have a lot of great layouts, it’s a good idea to reduce the layouts you actually use. This provides visual consistency; and repetition is key to good visual communication.

Keep E-Learning Templates Simple

Templates don’t always need to be big all inclusive files with dozens of layouts. It helps to have single purpose templates like just one tabs interaction. The more single purpose the template is, the better you can use it. It’s also easier to customize one slide to match your course than it is to customize an entire template.

One of the most under used features in Storyline is saving the files as templates. This makes the slides available for the next course. You can insert a single slide(s) or the entire file. The new teams feature in Storyline 360 makes it even better because the slides can be shared with the team and easily inserted in other courses.

In Rise, you can build lessons and save them as templates. Once inserted, they can be modified to meet the course objectives. And they don’t need to be big lessons, you may just want to customize some blocks for easy re-use.  This is especially helpful if you want to use a multiple colors or change the text sizes.

ACTION ITEM

• Create single slide templates in Storyline and save them as templates. If you’re on a team account, share them with your team.
• Learn to create and save templates in Rise. I like to create branded blocks where I add different colors and text sizes.

Learn to Edit the E-Learning Templates

Inevitably you’ll need to modify the template. There are some things you should learn about the software so that when you need to change the template it doesn’t take forever (otherwise you lose the time-saving benefit of the template).

ACTION ITEM

• In Storyline, learn more about master slides and how they work. Also, theme fonts and colors allow the content to change dynamically.
• Rise is a lot easier to learn. Focus on theme settings, duplicating courses, and saving lessons as templates.

Templates are a real time-saver. But to really save time with them, plan ahead so you’re content is prepped; and then learn to use the authoring software used to build e-elearning courses.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.