This week I’m observing a training program with a goal of collecting information for an e-learning conversion project, so I figured it might be useful to share some tips for collecting data if ever you’re in a similar situation. You may have a secondary goal of building relationships; even if this is not overtly stated by your company and/or client, ensure you are polite and not disruptive. Be considerate.
1. Identify High-Level Goals
I’ve been on data collection trips that have had defined goals, ranging from high-level to module-specific training objectives. However, I’ve also attended data collection trips, like this one, where one of the goals is to identify learning objectives. Before data collection, you should outline the goals for your data collection trip. For example:
- Identify Learning Objectives and Program Requirements
- Define Learning Paths
- Identify Media Requirements
- Determine Assessment Type
Having this list will help guide you in your collection.
2. Absorb Everything
On most data collection trips, your primary responsibility will be to act as a sponge and absorb any and every bit of information you can. If you’re sitting in on Instructor-Led Training, you will be presented with a wealth of information, but the facilitator will likely have their own anecdotes based on personal experiences; likewise, other attendees may have anecdotes based on their personal experiences. ABSORB EVERYTHING! This comes in handy, particularly if you need to develop scenario-based training, these anecdotes will come in handy!
3. Be Prepared!
Mentally prepare yourself to be a keen observer. Bring your laptop or a pad of paper, and before you leave, prepare and print off a checklist. This is a particularly important point if you are collecting specific information or media.
With media, you should prepare a shot list. If you’re doing 3D development, you will need multiple views of each object; account for this, and when you obtain the shot, check it off the list.
Keep a running list of questions or concerns, and during breaks or at the end of the day, ensure you ask all questions.
When you return to your room at the end of each day, review all documentation collected and make a list of any questions or concerns you may have. Ensure you ask for clarification prior to the end of the trip and/or through communication after the fact.
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