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July

10, 2011 eLearning Designs, Inc


At eLearning Designs, Inc. (eLD), we are committed to providing sound instructional materials that exceed the expectations and needs of our clients. eLD is a small instructional design firm out of Denver, Colorado. Formed with a vision to increase the quality of instructional materials and content delivery that companies provide to employees, eLD strives to connect learners with fun, innovative training solutions that use cutting edge technologies to impart knowledge and promote a collaborative work environment. Each member of our team contributes past experience and current expertise to provide the highest quality of work to our clients.

Company Bios
Sr. Project Manager: Brent Adams As a Senior Client Education Specialist in the corporate world, Brent provides pre and post- implementation training for over 500,000 users across the United States. Brent travels to train groups of people on site, in addition to sessions held over Adobe Connect and WebEx. Brent also spearheaded an initiative to create a library of flash-based online tutorials used in corporate training. Brent is committed to quality customer communication and managing customer expectations. Brents years of experience in project planning and customer consultation on training effectiveness ensure that our customers receive the highest quality instructional consultation available. As primary Project Manager, Brent has completed the Project Management Essentials Program provided by EdWel, and looks forward to completing the PMP Certification Exam. Lead Instructional Designer: Dawn DeNio Dawn DeNio received her Bachelor of Arts in Education from the University of Nebraska at Kearney and will graduate in August 2011 with a Master of Arts in Information and Learning Technologies with an emphasis in eLearning Design and Implementation. She has spent over 15 years in customer service and has experience as a teacher, corporate trainer, project manager, and curriculum developer. In 2005, she wrote and designed an educational curriculum that has now been implemented in a school system in Nebraska. At a corporate level, Dawn has extensive experience that encompasses creating and employing instructional materials at every level in an organization. Her expertise in teaching and educational theory help our company take valuable practices from traditional education and apply them into eLearning contexts. Lead Graphic Design Specialist and Training Advisor: Hillary Harms-DiPasquale Hillary brings more than a decade of experience of design solutions to our team. Her background in Organizational Development provides a strategic perspective. Hillary spent four years at the United States Geological Survey (USGS) where she worked with a team of scientists, documenting knowledge and skills, to then create a shared knowledge and skills training collective for new and international

scientists. Her passion for learning has provided many opportunities to work in schools and helping others learn. She is known to ask, What can we do to make it even better? Hillary is graduating with an M.A. in Information and Learning Technologies from the University of Colorado Denver in 2011. Assistant Project Manager and IT Advisor: Jason Drysdale After beginning a career in professional ministry, Jason Drysdale decided to pursue another avenue for teaching: instructional design and technology. As a current student in the Masters in ILT program at the University of Colorado Denver, Jason is enjoying the challenges of learning new concepts and technologies in an ever-changing field. Jasons experience in curriculum development, presentation skills, and professional writing ensure that clients receive high quality, well-written materials.

Analysis of the Problem

At eLearning Designs, Inc. (eLD), we believe that in order to provide a quality and cost effective eLearning solution, it is essential to know and understand the needs of our clients. According to the request for proposal provided, Health Care Cooperative (HCC) provides business services for small to medium-level health care providers in the areas of records management, patient billing, and compliance training. It is our understanding that HCCs leadership in the field is a direct result of the high value it places on ethicsevidenced by the organizations desire to meet or exceed all rules and regulations set forth by the health care industry and the companys motto, do the right thing in all business and personal situations. In alignment with HCCs five foundational principals, you are requesting development of two training programs: employee personal conduct (including promoting a positive work environment and respecting others in the workplace) and appropriate use of company assets. These two courses will be foundational pieces of what HCC hopes will be an expansive catalog of course offerings in the future. As we analyzed your past training methodologies, we saw three major concerns. Originally held in an off-site location, the companys annual mandatory ethics training materials were of high quality; however, this method of training was not cost effective, as it resulted in lost productivity and increased financial expenditures. Second, the responsibility to disseminate the information to all employees was that of upper management. While this method may be efficient, it did not allow for reliable content diffusion from the managers to other employees. Finally, the previous ethics training did not have consistent and reliable tools in place to measure success or to provide feedback on the training program; the evaluations performed varied from year to year which resulted in immeasurable outcomes. As a result of these issues, you have asked our company eLD to develop a proposal for a training program that contains a variety of components. First, an analysis of learner profiles performed during the curriculum development phase is required in order to tailor the content accordingly. Second, the content needs to be easily accessible by all senior- and mid-level managers. Multiple solutions are expected in order to facilitate adaptable training within both technological and time constraints. Third, given the success of your previous training collaboration sessions, any future training programs must have a synchronous component, which allows the managers the opportunity to work together in a team setting discussing ethical issues that affect your organization. Fourth, to respect the value of

managerial time, all training sessions need to be less than one hour in length. Finally, all training materials will mandatorily adhere to HCCs legal and ethical standards. eLD agrees that all developmental processes must be streamlined in order to produce a quality and effective training solution in order to meet all deadlines given by the client. This includes, but is not limited to, using standard project management software that is accessible by all members of the development team and HCC; conducting progress update meetings; and for all team members to be easily reachable during the development and implementation process. In addition, a high level of support needs to continue after the creation of the courses for the duration of their use at HCC. We agree that all of these requests play an important role in the development of a quality yet affordable eLearning training solution. Accountability, honesty, integrity, openness and respect are the foundational principals of HCC and will be the cornerstones of any ethical training course your company will offer to employees. All training courses delivered to your employees will further your ability to maintain leadership in your field.

Initial Learning Plan

Based on eLearning Designs understanding of HCCs wish to create a standardized, streamlined and measurable solution to their training problem, we present to you our initial proposed solution to your unique situation. As HCC moves from traditional face-to-face training and into the realm of online training, and understanding HCCs wish to model future training on past successes associated with training conducted at HCCs annual offsite meeting, eLearning Designs has proposed a solution that focuses on: Preserving the best elements of HCCs previous training efforts Adding value to future training initiatives via new delivery methods Making the transition as easy as possible for management Minimizing the cost to HCC eLearning Designs recommends a multi-channel approach to HCCs training solution. Print, video and audio materials will need to be incorporated into the delivery methods for the ethics training for it to be effectively conveyed to the learner. Below, we make a recommendation on the various methods we believe will be most effective in conveying this critical information after consultation with subject matter experts (SMEs):

Lesson Notes

Overview 1. Powerpoint presentation overview via screenshare in Adobe Connect 1. 5 Foundational Principles-define each 2. Synchronous Employee Personal Conduct-45 Minutes

1. 2. 3. 4.

Interactive ice breaker game-5 minutes Collaborative scenario session-15 minutes 1. Photo of hypothetical employee w/ voice over of ethical dilemma 2. Divide/discuss in groups to come to a solution Share Stories-20 minutes Cause/effect job aidflow chart; introduced in synchronous session, used independently-5 minutes 1. Rules/how they should be followed 2. Consequences

Appropriate Use of Company Assets-45 Minutes 1. Humorous video-5 minutes 2. Learning module with interactive quizzes-20 minutes 3. Presentation on legal ramifications of inappropriate asset usage-10 minutes 1. Discussion-10 minutes Additional Materials 1. Trainers manual 2. Participant handouts 3. Train the trainer sessions 4. Scenario Podcasts for further training and discussion

Rationale
eLDs solution will make HCCs management comfortable with the proposed tools. Our goal: make all needed technology transparent so that the learner may concentrate on the training rather than the tool. For our solution, we suggest: Providing background information on the topics and key concepts for the ethics training Incorporating PowerPoint presentations, video lectures and demonstrations Designing activities and discussion questions that trigger management interest Requiring management to play roles in certain scenarios in online discussion Combining effective methodologies with innovative technologies, eLD will provide courses that are both intuitive and challenging. Learning Management System Implementing a high quality Learning Management System (LMS), though not required, may prove to be a valuable foundation for delivering the content of HCCs ethics training. Although Moodle is a cost- effective, open-source solution, it takes too much time to be considered a viable option. We recommend either Digital Chalk or Taleo, both of which are high quality products. Each LMS meets the requirements set by HCC and provide these key features: Deliver quality learning courses and assessment Track learner activities and knowledge retention

Convert critical ethics training into engaging adult learning opportunities Provide the scalability needed for future expansion of training efforts. Conduct fully online courses or augment blended learning solutions Provide tools such as forums, databases and wikis that create the opportunity to collaborate to discuss specific problems that arise in each location across the country Adhere to SCORM & AICC industry standards Provide the ability to be hosted on HCC servers, or that of a web hosting company Another cost-effective alternative to a traditional LMS: Articulate Online. This web app allows for eLearning management at a lower cost while still providing high quality content delivery, assessment, and tracking tools. Both Articulate and the traditional LMS options would give HCC the flexibility and control over its training courses that would lay the foundation for a more expansive course catalog and training system. Webinars We recommend using Adobe Connect to conduct the initial phases of content delivery with slides for screencasts provided. In lieu of a company-wide, off-site gathering, webinars allow all members of management to gather virtually and experience collaborative training. Adobe Connect also provides participants opportunities to interact with each other and share experiences and discuss previous trainings in which they have participated. This will be vital for HCC management to both understand the importance of this training and help them to apply the lessons learned to the unique situations encountered in each office. Podcasts We recommend the use of podcasts to present recorded case studies that reflect common ethical dilemmas faced by HCC management. Keeping in mind HCCs desire to create collaborative discussions among management, these situations can then be discussed virtually, in groups with facilitation, or in- person. All materials will be recorded and stored via the chosen LMS or hosted conveniently online for easy retrieval. Podcasts provide an asynchronous facet of online training that some participants find appealing. Making the content easy to find and review after course completion supports participant recall and mastery of the ethics training. Frequency/Duration of Training Based on the information provided by HCC, eLearning Designs recommends replacing the annual off- site gathering with mandatory training webinar for each member of the HCC management team. These webinarsconducted in forty-five minute synchronous sessions per topicset the tone for the training agenda. Once participants have completed the webinars, breakout sessions via Adobe Connect will be available. Each member will have the opportunity to join pre-scheduled discussion sessions unpacking podcast case-studies related to current issues managers regularly face.

If HCC opts to select one of the recommended LMSs, they will be used to maintain chat rooms and discussion boards over the entire year between sessionsallowing HCC management to reassess new ethical and compliance issues as they arise over the course of the year. The LMS offers the added benefit of additional feedback provided by participants on the training received and to ask SMEs questions on the material. This may further clarify the training objectives, allowing HCC and eLD to adjust training methods and delivery according to management feedback. Training, Support & Evaluation Materials eLD will provide physical instructional guides for managers at the beginning of manager training, compiled in workbooks representing the visual style of HCC. These guides will include copies of all ethics material presented in training; activities and quizzes designed to test ones knowledge of the material covered; and additional discussion questions to continue the learning process after initial sessions. Online effectiveness surveys should be conducted both during and at the conclusion of training to evaluate progress and the usefulness of the instructional materials. To ensure content is remembered, eLD will provide objective post-tests with short answer/situational questions for content application. Retention Checks (in 3 to 6 months after the training has been completed) will also be conducted.

Conclusion
eLD is confident that our unique composition of team members and forward-thinking strategy will fit well with HCCs training objectives and employee expectations. We are both committed to upholding sound ethical procedures in both professional and personal circles; this commonality will lead to an effective collaboration to meet the needs of HCCs managers and the company as a whole. ___________________________________________________________________________________ eLearning Designs, Inc. A fictitious company developed for course INTE 5160 University of Colorado Denver 2011