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A WHITE PAPER EXPLAINING THE DIFFERENT STAGES OF THE METHODOLOGY AND WHAT CAN BE DONE TO IMPROVE IT
Table of Contents
Preface ........................................................................................ 3 Introducing ADDIE ................................................................... 4 Stage I: Analysis ......................................................................... 6
Analysis Example ..................................................................................................... 7 Analysis Example Solution...................................................................................... 8 Design Example .....................................................................................................12 Development Example ..........................................................................................14 Implementation Example ......................................................................................16 Evaluation Example ...............................................................................................18
Stage II: Design .........................................................................10 Stage III: Development .............................................................13 Stage IV: Implementation .........................................................15 Stage V: Evaluation ...................................................................17
ADDIE: Two Missing Pieces ................................................... 20 Including Research in the ADDIE Methodology .....................21
PREFACE
This paper contains all the blog entries that I posted to my blog, http://allthingstraining.net, concerning the famous ADDIE methodology for training. I think that putting all the content together in this white paper format will make the information easier to follow, especially for people who want to start from the beginning and then work their way toward the end of the content. I dont consider myself the final authority for ADDIE, just someone who has had experience using the methodology in the real world. Its my hope that my posts and this paper can be of some benefit to other training developers.
INTRODUCING ADDIE
ADDIE is the acronym describing the most famous methodology in curriculum design: A Analysis D Design D Development I Implementation E Evaluation Many modern instructional design processes are either ADDIE-based or derived from the ADDIE process. I would like to make my own analysis of the ADDIE methodology here, explaining it in non-technical terms and adding some insight as to how I would apply it. I look at ADDIE as a formal description of a common-sense process that we use, without realizing it, to do many things. Normally, when we are about to do something that is complicated, we do two basic steps: 1. Plan. 2. Do the plan. Example: I want to travel to Rome. 1. I plan the trip, researching on all the hotels, the sites to see, places where I can lodge, etc. 2. I do the plan, performing everything that I set out to do in the planning stage. However, some things we dont just do. Some things we build, like a car or a house. If we want to create a new car or a new house from scratch, we need to do some things before sitting down and drafting the blueprints. We have to analyze first, investigate, research. Why do we want to build a new car for? What need would this car fill that other cars dont? Why am I drafting the plans for the house instead of buying the plans already completed? Or maybe there already are plans out there that would meet my needs, and making customized plans would be wasting more time and money? So normally, when we build something, we perform some kind of analysis (ADDIE Step 1). Then we make the plan (ADDIE Step 2 Design). Then we carry out the plan (ADDIE Step 3 Development). 4
If were creating a new kind of car to sell, then its not enough just to build thousands of cars, is it? We have to do something with thembring them to market. Thats equivalent to ADDIE Step 4 Implementation. Finally, when all is said and done, we need to step back and see if we actually accomplished what we had hoped. This is ADDIE Step 5 Evaluation. Did the cars come out according to plan? Did they sell? Was the house constructed well? Did it meet whatever standards were previously established? If we find we did a great job, then we remember how we did things so that we can successfully repeat them for future projects. If we did poorly, then we see what went wrong and correct those mistakes in the future. Building a training course is much like building a car or a house. 1. 2. 3. 4. 5. Analysis: We research the current needs that the training is trying to meet. Design: We plan out the training. Development: We actually start writing and producing the training. Implementation: We deliver the training to the learners. Evaluation: We evaluate how weve done to see if the final result meets the needs that were established in the Analysis phase.
That is ADDIE in a nutshell. Many training developers may have been following this model without having learned it formally. Its common sense to analyze first, then plan, develop, implement and evaluate. As we look at each ADDIE step in more detail, well see that there are some important implications to this seemingly simple methodology. Theres more to it than what meets the eye at this point. Knowing ADDIE more deeply is an asset to every instructional designer, and thats exactly what well do in the coming sections.
STAGE I: ANALYSIS
This is where you analyzewhat? Everything! Wow, where do we start? We begin by asking some basic questions. Question #1: What is going on? How did this idea to do a training class come about? Did you perform the research yourself and then you noticed what could be a training need? Or did others bring the idea to you or to your department? If so, who brought the proposal to you? What needs did they say that they wanted addressed? Question #2: What are the real needs and solutions? Research what the true circumstances are surrounding the training proposal and perceived needs. What do you consider to be the real needs that exist? What is the best way to meet those needs? Are there other things besides training that need to be implemented before those needs can be met? Are there better ways to meet those needs besides training? What would be the best solution or combination of solution for meeting those needs? Do the resources exist to implement the necessary solutions? Is there the will to implement these solutions by all those who will need to be involved? Takeaway: In each step of the ADDIE process, there should be at least one tangible, final product that can be evaluated and approved (or rejected) by the parties involved. For the Analysis phase, there should be one or more documents specifying the situation, the perceived needs and the recommended solutions. Some designers prefer to create more than one document for this phasefirst, the needs analysis document, and then the solutions document.
ANALYSIS EXAMPLE
Meet Steve Murphy. Hes an instructional designer for ACME Education, the training department for ACME Software. His manager has brought him a request from Support Project Manager Bill Brown. The ACME Technical Support department is completely changing their case management system; theyre throwing out the old version that was developed in-house and opting to buy a software package instead. Therefore, the entire Support team needs to be trained on the new software as soon as possible. So Steve puts on his ADDIE cap and gets to work on the first step, Analysis. He tries to get some of the important questions answered. In his research, he discovers the following: The new software offers no real benefits to its users over the older software. The interface is more modern, and many of its elements are different, but it actually offers slightly fewer features than the in-house version. The new software was purchased because it would be a lot cheaper to buy this software than to maintain a team of developers to continue developing and maintaining the old software. (The in-house developers will get laid off, as is the trend these days.) Nobody in Support knows anything about the new software, so they will all have to get trained on it. The company selling the new software also offers their own training, but they only offer an instructor-led version that would cost lots of $$$ to implement because of the number of ACME support personnel and their locations all over the world. Project Manager Bill Brown wants e-learning, because he thinks thats the only way that everybody can get trained on the material quickly and efficiently enough. As soon as possible means four months: thats when the contract with the new software company will take effect. The new application is not complex at all. Learning the software itself should take no more than one or two hours. However, there are new processes that will need to be taught as well, and the Support Department is still trying to iron all of those out. They hope to have most, but not all, of the processes in place within the next month. The software is a very important application, one of the main apps that Support uses to handle its customers Whew, Steve thinks. This is a biggie. What do you think Steves conclusions will be at this stage? What would yours be?
create materials specifically for them and then hold a train-the-trainer session through a Web conference. Even though the leads wont be teaching the material, they will need to know it in order to provide any assistance to the learners. o As the learners take the course, the team leads will provide continual encouragement and feedback. In this way, the motivation gap can be addressed. Online quizzes and tests will be made availablequizzes, to help learners practice and assimilate the material, and tests, to verify and record that the learners actually have learned enough about the content in order to perform their duties well. If time permits, online practice simulations will also be provided to learners. (Steve puts this in the If Time Permits category, because he knows things will be tight and complicated for developing this course, and that there just might not be enough time. But simulations would be quite helpful and he really wants to try to make the best possible course.) What do you think of Steves solution? Do you agree? Would you have recommended differently? Next, well talk about the next phase of the ADDIE methodologyDesign, and then well observe Steve as he moves his development into this phase.
move on to Development, the focus is more on the implementation and expression of the content, and not the content itself. However, this doesnt necessarily mean that more detail in general is good in the Design Document. You can actually bog down the document with so much formatting, bureaucratic process, and red tape that the designers can feel that they are spending more time working on the Design Document than on the design itself. Ive seen some Design Documents that seem like a blueprint of torture. For example, one Design Document required us to enter the date and our initials every time we modified the document, and each modification required individual approval of all the parties involved. This same document was formatted in Microsoft Word in such a way that we wrestled with the formatting with every project. The Design Document should be simple to manipulate, but the course content within the Document should be as specific as possible.
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DESIGN: EXAMPLE
Previously, ACME instructional designer Steve Murphy finished the Analysis phase with his initial recommendations approved. The course would consist of the following: A self-study learning guide to be printed out locally Online modules for practice and assessments Face-to-face sessions with local facilitators to motivate and guide learners Now that Steve enters the Design phase, he begins to research the nitty-gritty of the application that will be the focus of the training. As part of the Analysis phase, hes already performed some initial research about what the application consists of, and what the learners need to know about it. Now he researches all the details, interviewing subject matter experts, reviewing existing documentation and knowledge bases, and experimenting with the application himself. First, he finds out the details of what the learners need to know, and then he shapes this information into a set of learning objectives for the course. These objectives describe exactly what the course intends to accomplish with the learners. Second, he researches the complete details of the information required to complete the learning objects. He then begins to sculpt the information into outlines, complete with topics, sub-topics and learning points. Each element of the trainingthe self-study guide, the online modules, and even the face-to-face sessionscontains its own outline. Steve finally inserts the objectives and all the outlines into the Design Document that his company uses for this process, fitting the information into the documents formatting. After looking over the Design Document numerous times and feeling happy about it, he forwards it to the parties involved for validation. The project manager and subject matter experts review it, make a few suggestions and corrections, and send the document back to Steve. Steve incorporates the modifications and resends it to the parties involved to make sure everyone is happy with the result. He receives word that they are satisfied. Now hes ready for the next stage in the ADDIE methodology: Development.
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DEVELOPMENT: EXAMPLE
Steve is back on the job. He took a week off to take his family skiing in Aspen, Colorado, and now he has returned to work. Naturally, he remembers absolutely nothing of what he had been working on. When he first sits at his desk, he picks up the papers lying around, logs onto his computer and seesyes, thats what he was working on: CaseMage, the third party case management system that his company had acquired and that he had designed training for. He has no problem getting back into the swing of things. Why? Because he had planned everything out carefully in the Design Document, detailing all the topics, all the learning items, all in the order that they would be presented in the training. He now begins to produce the training material, which in this particular case consists of: A self-study learning guide, which contains the learning content Online quizzes and tests A Facilitators Guide for helping team leads facilitate group sessions with local learners He begins work on the self-study guide first, that being the format through which all the learning content will be delivered. He creates the content in Adobe Framemaker, adding the text while collecting and then importing the graphics that the final guide will contain. The task of putting the course in a self-study guide takes him two weeks, after which he works on a short Facilitators Guide and finally on the online assessment. Throughout the entire development phase, Steve is continually sending his content to the subject matter experts (SMEs) and getting their approval, just to make sure hes on the right track. Finally, hes finished developing the entire content. He sends his SMEs the final piece that has yet to be looked over, and then he sends them and the project managers the entire, finished course. Everyone has a look over it and gives it their approval. The company has funded this project generously, allowing Steve to test his course with a small group of sample learners. He sends out his course to a carefully selected small group, has one team lead give them the facilitation meeting, and tests his content. Based on the results, he tweaks his course and makes a few modifications. Now, the CaseMage training course is ready for the next stage: Implementation.
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IMPLEMENTATION: EXAMPLE
The moment has arrived! At least for Steve and his training project, it has. The course, CaseMage Fundamentals, finally begins to get implemented after about 3 months of Analysis, Design and Development (the ADD in ADDIE). Despite his years of experience, Steve still gets nervous and excited every time his project enters the Implementation stage. Will everything work out? Will the students like the course? Will they learn? Will the company reap the benefits that it is expecting? Will the facilitators have all the resources they need? Will the learning management system (the LMS) deliver the online assessments and self-study guides without any problems? All these questions invariably have positive answers, due to the significant work that he has put into the planning and development stages of the course. Nevertheless, because there are many people (facilitators and students), one big and complicated learning management system, and many motivational factors and possible distractions, there is always the possibility of something coming up during the Implementation. Things start to happen quickly: 1. The facilitators meet with their groups over the course of several weeks, and the feedback is positive: all well so far. 2. The LMS shows that all the required students are downloading the self-study guide. 3. The learners take the online assessments a little later. Has everything worked? Did the course accomplish its objectives? Is Steves job still secure? Those are the questions that are answered in the next and final phase of ADDIE: Evaluation.
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STAGE V: EVALUATION
Now we reach the final stage of the ADDIE process, the E in ADDIE: Evaluation. The training has been analyzed, designed, developed and implemented. The students have undergone the learning, in whatever form it was delivered. Evaluation is the ADDIE stage in which the results of the learning are studied. Through this evaluation, we try to determine how successful the training was in both achieving the objectives stated within the training and in fulfilling the expectations of all the parties involved. There are different levels of evaluation that we can measure. Through surveys provided right after the training, we can determine the learners immediate reaction to the training experience. Through quizzes, we can see how much information the learner has retained. There are different evaluation methods: Weve already mentioned two: surveys and quizzes. We can also analyze the learner behavior once on the job to determine whether the training had the desired impact in the work environment. We can study the production statistics or revenue to quantify the results that the training may have had on the business itself, measuring the Before and After of a given situation that the training directly applies to. After implementation, we can directly interview the trainers, a sample of the students, the managers, the subject matter experts and others to get their point of view on the success of the course. If the course was deployed through a learning management system, then the LMS statistics can be reviewed to see how many students took the course and how well they did in any course quizzes and assessments. An organization needs to know whether its training is working, and the Evaluation stage is the time when the company makes this determination.
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EVALUATION: EXAMPLE
Steve Murphy performed the analysis (A in ADDIE) for the proposed training on the CaseMage case management software, he designed the training (D), he developed the course materials (the secondD), and the training has been implemented and delivered to all the targeted learners (I). But as weve mentioned before, hes still not finished with the CaseMage project. He now performs the final stage, the Evaluation (E) of the training results. He begins to collect information from different sources: The learning management system (LMS) administered the electronic equivalent of a smiley sheet, a customer satisfaction survey, to measure how satisfied the students felt with the training right after finishing the course. The system also calculates the averages from all the questions, which had been given on a scale of 1 (Very Unsatisfied) to 5 (Very Satisfied). o Steve reviews the results after all the students take the course. The total average is 4.1. Not bad, he thinks. Whew, I got through that one, he says. His company adds up all the averages from all his courses over the year, and that result gets included as a major factor in his annual review. Less than a 4, no raise. Less than a 3, he had better start looking for the cardboard boxes to pack his things. The LMS also administered a series of assessments throughout the course. Steve reviews the assessment results to see if the students understood the material and learned it. These assessments only test learning during and right after training; they dont determine if the students actually retain the learning on the job. Nevertheless, theyre an indication of how well the students assimilated the training content. o Steve looks over the assessment results. Anything over 80% is positive for his company. Hes relieved to see that the average is 83%. Steve also calls the facilitators, the program managers and even some of the students to get some anecdotal evidence of the training results. He gathers this information and summarizes it, careful to note both the positives and the negatives accurately. o Steve hears positive reviews from all the people hes asked. The students say that they not only learned what they felt that they needed, but that it was an enjoyable experience as well. The facilitators and managers confirm this. There are a few students who said that the material seemed too easy at times. All in all, it sounds good, thinks Steve. Steve now organizes all the evaluation information and inserts it into an Evaluation Report. Based on the information, he writes his own conclusion in the report: the training was successful, and the facilitator/e-learning combination is a model that can be used again with positive results. Addressing the negative, that the training was sometimes too easy, Steve explains that this is a natural result of making the material understandable 18
enough for all the students, some of whom came from a non-technical background and who therefore needed things to be made simple. Steve submits the finished Evaluation Report to his manager and the program managers who had requested the course. They approve and agree, congratulating him. Whew! Steve says to himself when its all over. He accomplished his goal, he still has his job. Time to go on to the next project on his managers training request list. And then it starts all over again, with the A (Analysis) in ADDIE. THE END (of this example)!
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has all the content for the course in his/her own head, theres no actual content to design. You need to spend considerable time researching the course content to have the material that your course is supposed to teach. Therefore, in my opinion, you need to add one more major research phase into the ADDIE process.
A MODIFIED METHODOLOGY
In order to reflect more accurately what happens during course development, thereby including Research in the important role that it has, then I think we need to add Research before Analysis and before Design. Modifying the ADDIE acronym, the methodology would now look like this: RARDDIEResearch, Analysis, Research, Design, Development, Implementation, Evaluation RARDDIE isnt as catchy as ADDIE, but I think it gives a better idea of the training development process.
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supplementary materials->Validation->Submit the entire course and all content together as a whole for final Validation. As you can see, there should be a lot of validation. Not necessarily the same people do all the validation. In the Analysis phase, it may be the program manager or project requester who validates. During the Design phase, it may be both the project requester and the subject matter experts (SMEs). During Development, it may be just the SMEs. But you get the idea: a significant amount of Validation should be going on. The developer should not be working in isolation. If you add up all the time taken for validationtime that the developer takes to look over the comments from others, implement the feedback and then request another review, or the time it takes for the developer to work out any disagreementsit really adds up to take as long as any other stage in the ADDIE methodology. But how would you represent it in the acronym? It would take at least a dozen Vs! But instead of excluding it from the acronym, lets try a different approach. We already have the modified acronym RARDDIE: Research, Analysis, Research, Design, Development, Implementation, Evaluation. I suggest modifying the acronym this way: RARDDIE-V You can take the -V to signify that the V for Validation occurs throughout the process. Some may think that Ive just finished mutilating the ADDIE process. But I think weve extended it and clarified it further, creating something more realistic. I hope that this study of the ADDIE methodology and possible ways to improve it can help you in your training development efforts.
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