Quality Educational Design of San Diego

                                         A hypothetical Corporation

Design Concept for Module 1 of the Instructional

Helping Entrepreneurs
Get Online

Prepared by Joshua Bleier
for
Gabriel Ozgood,
President and Chief Creative Officer

 

 

 

 

Helping
Entrepreneurs
Get Online

 
April 25th, 2003
Overview

 

Helping Entrepreneurs Get Online is intended as a tool for small business loan officers who must help entrepreneurs decide if an online presence will be beneficial to their growing business, and if so, which type of web site would be most suitable for the developing business. This instructional product is web-based, and will provide lesson modules on

·       why web sites are beneficial to businesses,

·       how to identify the different types of web sites, and

·       how to identify the right web site type for a particular business.

 

As noted in the System Specification, a revision was made to design a tool that focuses on the small business loan officer rather than on the entrepreneur directly. Loan officers were chosen because, contrary to entrepreneurs, they consistently have

·       Strong verbal and written English communication skills

·       A reasonable technical background in general, and good overall computer skills in particular

·       A strong formal business background with the ability to differentiate between various business models and practices.

Entrepreneur’s skills in the above areas vary greatly, and developing an instructional tool to work well with that population would have been a difficult endeavor.

 

There are a number of constraints associated with the targeted learner population that must be addressed for a successful product design. First, while loan officers have good overall technical skills, their knowledge of web-based products in particular will vary. Additionally, it is unlikely that loan officers will be able to devote 3 consecutive hours solely to instruction. Finally, computer-based instruction alone does not facilitate peer dialog or communication of ideas well.

 

This instructional product has been augmented to effectively handle these constraints; to compensate for the learners lack of access to direct peer-to-peer communication, this tool will include access to chat rooms and discussion boards. To take into account the learner’s varying technical background with respect to web sites and web site types, this product will be modular in nature; learners will not be forced to step through a programmed set of instructions, but will be able to select which component to work with as their skills and background dictate. Finally, the instructional product will be broken up into three distinct components or modules, which in turn will be chunked into coherent educational segments. This will allow learners without large blocks of time to work on small pieces of the lessons as time permits.

 

The objectives of this web-based instructional tool were extracted and formalized from the Revised Instructional Goals listed in the System Specification. Due to changes in the Iuvo web site that has acted as the primary reference for this product, the first objective has been updated to refer to a new site with a similar list of benefits.

 

The 3 critical objectives for this instructional product are:

1.    The small business loan officer will be able to name the 5 of the 7 benefits of an online presence for a small business and accurately paraphrase the rationale for each from the data provided by the Web Presence Benefits page of the Radicon Web Site.

2.    Given 10 Web sites, the SBLO will be able to identify the category of each Web site as described by the Iuvo Web site type taxonomy.

3.    The SBLO will be able to correctly employ the critical decision factors required to determine which Web site type would best suit any given set of business goals, based on the Iuvo Web site type taxonomy.

 

This document chronicles the design concept of Module 1, which satisfies the requirements of objective 1 listed below. After navigating this lesson module, the loan officer will be able to name the benefits of an online presence for a small business and accurately summarize the rationale of those benefits, as described by information gathered from the Radicon Web Site.


Outline and Justification for Instructional Strategies of Module 1

 

The instructional strategy for this module will rely on several methods for successful instruction;

·       the ICARE model, short for

·       Introduce

·       Connect

·       Apply

·       Reflect and

·       Extend,

and a method employed heavily within the Educational Technology courses at San Diego State University and elsewhere),

·       Gagne’s Nine Events of Instruction (Particularly the events concerning the stimulation of the recall of prior learning and the enhancement of knowledge transfer), and

·       Ruth Clark’s discussion on far-transfer training for the instruction of principles (In this case, the principles of good business models and practice and how a web presence facilitates those principles).

Unlike the other modules within this Instructional product which are more conceptual in nature, this module relies on the principles of business methods and practice and how a web presence applies to those principles. Clark calls the instruction of principles ‘far-transfer’ training, and she introduces a number of key features that are effective in the instruction of these far-transfer principles. The following features established by Clark will be incorporated into the design of module 1:

·       An early introduction of the relevant guidelines of the principle with subsequent reinforcement. An initial introductory page for the module will establish the crucial guidelines in this design.

·       The use of analogies when the guidelines are unfamiliar to the intended population. This design will allow users to delve further into analogous scenarios if they are uncomfortable with the particular idea, or to move forward if they feel their background with that principle is sufficient.

·       Talk about simulations as a method for instruction.

·       Challenges of testing acquisition.

 

Module Introduction Page

The learner will access Module 1 via an introductory page that provides the loan officer with the following:

·       a brief summary of the contents of the module,

·       how it connects with the learner’s prior knowledge,

·       what the user will come away with after going through the module, and

·       how the user can navigate through the module’s most critical portions.

In this module, the key business guideline is improving the bottom line; making the business as profitable as possible. The key aspects of this main goal are formally developed in the Cognitive Task Analysis for this module that accompanies this document and a PowerPoint slide.

The two ways of improving a company’s bottom line are by

1.    Increasing Revenue, and

2.    Decreasing Costs.

These 2 main components will be represented (Probably as graphic icons) on the introductory page for the user to select in any order to find out how a web presence effectively applies to each.

The introductory page, and all subordinate pages for the module, will include a method of navigation (Most likely in the form of a navigation bar running across the top or along the left side of the page) that allows the learner to quickly access any component of the module at any time.

 

Increasing Revenue Component

Within the Increasing Revenue component, the factors involved in increasing revenue will be introduced, and a web presence will be connected to these features. This will be accomplished by presenting a set of scenarios that involve web pages directly or indirectly affecting the revenue of a growing business. Those scenarios will at least include:

·       Increasing Brand Awareness via Informational Web Pages

·       Increasing Brand Awareness via Increased Web Traffic from search engines

·       Increased Revenue through online transactions via Transactional Web Pages

These scenarios will be displayed on the page as dual-coded linked graphic icons will short, descriptive sentences indicating their content. Users will be able to select them an enter a page for each that provides a detailed description of the principle and the role the web site plays in achieving the principle’s underlying goals. Clark recommends using analogies to help anchor the information for a far-transfer guideline with the learner, and links to analogous situations can be provided here for learners who wish to follow them.

In addition, the page will include a link for the learner to Apply their understanding of the principle. Clark recommends practice of the understanding of far-transfer guidelines in the form of short, ‘real-world’ simulations. This can be accomplished through web pages that graphically depict the following situations:

·       A business owner working with a technical writer and graphic designer to develop literature describing the products and services of the business. Questions concerning the appropriateness of the information for the web will be directed toward the learner, who answers them via multiple choice and true or false fields, and receives immediate feedback on their selections.

·       An entrepreneur working with an advertiser to get ‘preferred’ ad placement in a yellow pages print journal, and working with executives at a web search engine to get ‘preferred’ link position on the search engine’s results pages.

·       A small businessperson working to add credit card payment options at their place of business, and working with a web page developer to incorporate online transactions for their web site.

 

Decreasing Costs Component

The component that provides lessons on Decreasing Business Costs will show be structurally consistent with the Increasing Revenue section. It will also provide an introductory explanation of the guideline and brief summaries on how a web presence helps accomplish this goal. In addition, a set of scenarios for the learner to connect the guidelines with a web presence will be depicted via dual-coded graphic icons with short, descriptive statements on:

·       Decreasing Collection Costs through the Immediate Transaction of online credit card transactions through a Transactional Web Page

·       Decreasing Personnel Costs through Informational and Combination Web Pages.

·       Decreased Technical Support Costs using Support Web Pages.

Here, as in the Increasing Revenue section, the user can Apply the information of these subsections by linking to a series of simulations that graphically portray the following scenarios, along with multiple choice and true/false questions for anchoring the information received:

·       A scenario describing how credit card transactions are immediate, and a customer being directed by a business owner to work through the credit card company to resolve card purchase discrepancies. Information is displayed that shows how this scenario is consistent with how payments are made via Transactional Web Sites, and questions are then presented to the user to help assure knowledge transfer.

·       A scene presenting a customer using a job aid provided with the product to resolve issues on product usage rather than going to the business and working through a technical support professional employed by the business. A series of questions showing how this analogy would work using Support Web pages are presented for the user to work through.

·       Another situation graphically portraying a potential customer referring to an informational brochure on product features rather than questioning a sales representative of the business. Information is provided that links this analogy with Informational Web Pages, and questions are then presented for the learner to work through to further anchor learning.

Reflecting and Extending

In keeping with the ICARE model, all scenarios in both the Increasing Revenue and Decreasing Costs components will provide learners with links that allow them to Reflect on the provided information through short summaries of scenarios and their accompanying analogies in the Apply subsections. In addition, the learners will have a chance to Extend their knowledge (This is also in keeping with the enhancing of knowledge transfer portion of Gagne’s Nine Events of Instruction) through appropriate discussions on other methods that help Increase Revenue, Decrease Cost, and therefore Increase Business Profit.

Summary

Module 1 of Helping Entrepreneurs Get Online is based on presenting a set of business principles to the small business loan officer and showing how a web presence helps facilitate those principles and the businesses ultimate goal of Maximizing Profit through Increased Revenue and Decreased Costs. The module attempts to accomplish this by employing a combination of Clark’s far-transfer Training methods, the ICARE instructional methodology, and portions of Gagne’s Nine Events of Instruction that focus on recall of prior learning and the enhancement of knowledge transfer.


Questions for Formative Evaluation

 

In order to effectively evaluate the success of Module 1’s design, a prototype of product incorporating the design strategy will be produced, participants will run through it’s components in a structured environment. The participant’s ability to navigate through the module and access and learn from the lesson components will be assessed. This assessment should include the following questions:

1.    Are all components easily accessible?

2.    Can the participant successfully navigate each component to identify and retrieve the desired lesson information?

3.    After reviewing lesson material, can the participant correctly answer the questions in the Apply portion of each component?

4.    Does the product provide clear feedback on the participant’s performance in the Apply section?

5.    Do the provided examples have “real-world” application?

6.    Is the instructional product engaging? Will the learner be stimulated enough to come back for further learning?

7.    Is there “buy-in” by the learner, i.e., after going through the instructional material, does the learner agree with the fundamental principles and guidelines outlined by the tool?


References

 

Clark, R.C. (1999). Developing Technical Training (2nd ed.). Silver Spring, MD: International Society for Performance Improvement.

 

PromoteMaster, (2002). Benefits of a Web Presence. Retrieved from the World Wide Web April 23rd, 2003: http://www.radicon.com/benefits.htm

 

Iuvo, (2003). Web Site Types. Retrieved from the World Wide Web March 15th, 2003: http://www.iuvollc.com/websites2.htm

 

The Encyclopedia of Educational Technology - Killpatrick, L. (2003). Gagne’s Nine Events of Instruction. Retrieved from the World Wide Web April 23rd, 2003: http://coe.sdsu.edu/eet/

 

Integrating Instructional Design in Distance Education - Paivio, A. (2002). The Nine Events of Instruction. Retrieved from the World Wide Web April 24th, 2003: http://ide.ed.psu.edu/idde/9events.htm

 

The Theory into Practice (TIP) Database - Paivio, A. (2002). Dual Coding Theory. Retrieved from the World Wide Web April 21, 2003: http://tip.psychology.org/paivio.html

 

Small Business Development Center – S.W.S.B.D.C., (2002). Entrepreneur Profile. Retrieved from the World Wide Web March 20th, 2003: http://www.uwplatt.edu/~swsbdc/textonly/txtStart/txtprofile.html