Creating a Social Learning Environment Checklist

olivinephysiologistInternet and Web Development

Dec 5, 2013 (3 years and 9 months ago)

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Tool

© Copyright 2010
Corporate University Xchange


1





Creating a Social Learning Environment Checklist

When your learning organization is just starting out on the journey to incorporating Web 2.0 tools into your
learning strategy, the first consideration should be to utilize this

process to analyze, research,

design, develop,
pilot, evaluate, and revise a social learning environment (SLE). Following such a process will help ensure that you
end up with a SLE that will best meet your unique corporate learning needs. The process overview is shown in Table
1.

Tabl
e 1. Steps to Create a Social Learning Environment

Step

Major Tasks

1. Analyze

Identify business problems, determine cultural readiness and technological capacity

2. Research

Conduct a SLE technology landscape scan, benchmark, decide upon purchasing or b
uilding a SLE

3. Design

Establish framework for the site structure, processes, and learning event for the pilot

4. Develop

Build or work with vendor to create the SLE that reflects the work of the Design phase

5. Pilot

Test a course using the SLE with
a thoughtfully selected pilot audience

6. Evaluate

Collect feedback on user friendliness, frequency and rate of use, and effectiveness of learning

7. Revise

Improve the SLE based on the results of the Evaluate phase


This checklist is the companion Tool

to the CorpU “How To” report entitled
Creating a Social Learning

Environment: A High
-
Level Overview of the Steps to Designing, Developing, and Piloting a Social Learning
Platform
. The “How To” report summarizes the purpose and process of each step, and th
e Checklist provides the
steps and sub
-
steps necessary to create an SLE. It is important to note that each step in this process is complex
enough to warrant separate “How To” reports and Checklists. However, as a high
-
level overview, this set is

designed f
or the learning leader to ensure that the overarching process is completed and done in the appropriate
order.

Use this checklist as an outline for a project plan. As steps are completed, check them off so that you can see at a
glance where you are with the

project. The project can be tracked on paper by printing out the checklist,
electronically by utilizing the Microsoft Word version of the checklist, or the steps can be transferred into your
own project management program.






Tool

© Copyright 2010
Corporate University Xchange


2






Creating a Social Learning En
vironment Checklist




ANALYZE




Conduct business needs analysis
.




Conduct learning needs analysis
.




Conduct social learning readiness assessment.



Assess cultural readiness
.



Assess technological readiness.




Analyze data and determine whether to move forward
with the creation of a Social
Learning Environment (SLE)
.



If not, cancel project
.



If so, identify business problem(s) that justify the creation of a SLE.



If so, identify possible learning interventions (i.e., courses) for the SLE
pilot.





RESEARCH




Partner

with IT
department
.




Find
effective

collaborative or social networking websites to use as models.



Review the interface (layout, Graphical User Interface)



Investigate the features those sites use (blogs, wikis, discussion boards,

etc.).




Explore vendors, s
oftware, features and capabilities (be clear about the role of the
technology to enable collaborative learning, knowledge sharing, idea generation).




Research how using social learning will change the approach to course design as it
provides new ways to ha
ve students interact.




Research types of learning interventions that are best suited for a SLE.




Identify a potential platform to host your SLE (e.g., Microsoft SharePoint, Drupal,
Jive).



Get to know the capabilities of the
platform
.



Spend time
work
ing wit
h the application and layout.






Tool

© Copyright 2010
Corporate University Xchange


3







Consider resources you will need to manage the site.



Determine budget for development and ongoing management of the SLE.



Identify individuals
who

will
design and develop

the
SLE.



Identify individuals
who

will manage
/moderate

the
SLE
.




DESIGN




Determine whether to purchase the SLE or build your own
.




Plan the system structure and training process on “paper”, brainstorming possible
challenges and
fine
-
tuning the plan until it i
s ready to develop.




Identify the components you wou
ld like to leverage on your social learning site
,
such as..
.



Profiles



Discussion board
s




Wikis



Blogs



Video sharing platform



Comment wall




Develop
or request
a mockup to get a sense of what the
user interface

will look like

when completed (a vendor “sandbo
x” can be used in lieu of the mockup).



Let others review the mockup (or sandbox)
and gather their feedback.




Identify success criteria (learning transfer, usage statistics, unique visitors, hits,
speed to competence, etc.) that can be leveraged to prove th
e value of the solution.




Select the learning intervention (course) that you will apply to the SLE pilot.





De
sign the pilot learning experience as decisions are made about the SLE design.



Fit and/or adjust the structure of the course to the SLE environmen
t
.



Assess existing materials from the pilot course (if applicable) and decide
how to migrate them into the new SLE.




Determine the interface structure and core features that will serve as the blueprint
for all future SLEs (in other words, choose the featur
es that can be changed and
those that cannot).





DEVELOP




Work with
the vendor or your own
software to create the system structure
and
interaction processes

that
were

decided upon in the Design phase.






Tool

© Copyright 2010
Corporate University Xchange


4







Conduct or arrange any necessary training on the adm
inistration, management,
facilitation, and/or moderation of the new SLE
.




Begin implementing
Graphical User Interface (
GUI
)

design in
the SLE (e.g.,
SharePoint
).




Ensure
learning team,
moderators
, and/or volunteers seed the SLE with

questions

and
answers,

blog posts, profile information, etc.

so that pilot participants do not enter a
completely “empty” environment.





Create and upload any materials and media specific to the pilot’s learning experience
in the appropriate places on the SLE.




Develop a commu
nication plan for the SLE pilot.






PILOT




Identify
participants for the SLE pilot.




Implement the pilot’s communication plan.




Ensure that
administrators, facilitators, and
moderators ar
e providing appropriate
support for

pilot participants.





EVALUATE




Measure
pilot results

specific to
learning transfer per previously identified criteria
.




Measure the results of
the pilot

specific to
the SLE site statistics per previously
identified criteria
.




Measure the level of
pilot
participant satisfaction with
/op
inion of

the SLE.




Gather stories and quotes from pilot participants as qualitative data.




Report
pilot evaluation results

to leadership and build your case to take your pilot to a
broader audience.





REVISE




Based on the pilot
and leadership
feedback and

after receiving approval to m
ove
forward with the initiative
, revise the
SLE

and
learning
process
es appropriately
.





Tool

© Copyright 2010
Corporate University Xchange


5






Resources

Creating a Social Learning Environment. (2010, June 18). Corporate University Xchange How To Guide. Retrieved
June 22, 2010, fro
m
http://www.corpu.com/research/document/947/creating
-
a
-
social
-
learning
-
evironment/

Source Partner

The core structure of this process was developed in cooperati
on with MillerCoors University and is based
on the development of their highly successful social learning environment (see
http://www.corpu.com/research/document/655/millercoor
s
-
case
-
study/
)




Corporate University Xchange

is a private membership of senior learning and talent executives,
founded in 1997. We believe that the most valu
able advice for senior executives comes from peers
who have wrestled with and successfully overcome similar challenges, and we make this exchange
of information happen through our research, events and peer
-
to
-
peer networking.

Resources available to CorpU

members include:



The Learning and Innovation Excellence benchmarking study which measures how well
learning and talent functions meet the needs of their companies



CorpU’s Learning Brand, a holistic voice
-
of
-
the
-
customer survey for the learning function



Case Studies of the work done by leading edge practitioners



Tools that support the learning decision
-
making process

For more information about joining CorpU, see our website,
www.corpu.com
.