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Home » Categories » Education » Online Education » Streamlining the Process: Working with an E-Learning Consultant » Reprint Rights » Printer Friendly

Streamlining the Process: Working with an E-Learning Consultant

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Submitted Wednesday, May 06, 2009
Terry Reid (25)
LearnSync Consulting Services
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Using an external e-learning consultant can be a smart business move, saving you money and time.  Below are some ideas to keep in mind when working with an e-learning consultant.

1. Are they listening to your needs and budget or are they trying to upscale you? You can create great, educationally sound e-learning module with a limited budget and the right consultant.  Don't be pushed into spending more for 'bells and whistles' you don't need or things that would be nice to have but aren't required.

2. Does the consultant have the required skills? Look at their website; ask to see samples of previous e-learning they have developed. The consultant should be able to provide you a list of the skills they have: html, flash, database, LMS, graphics, instructional design along with samples that demonstrate each skill.  Some consultants don't have all the skills necessary to complete your work but they work with other consultants who do have that skill. That's okay, as long as you are aware and have seen samples of the work.

3. Project management.  Create a project plan and task structure with development deadlines – or have your consultant submit this to you. This clearly outlines the process and scope for both you and the consultant.  Include regular review and sign off dates in the project plan. Attach this to your contract with the consultant and include a change management process should you decide to add or delete items from your project.

4. Scope out the project prior to agreeing to a price. If you are not familiar with the e-learning process, a good consultant should be able to help you scope out the project and provide time/cost estimates for you.  Scoping includes: how long is the course (by time, number of screens, number of modules), templates required (pre-designed or will the consultant be creating these for you?), inclusion of audio, video (if you have existing video clips you are including, remember there are still associated costs – editing, conversion to web friendly format, inclusion on the screen), instructional design, images (graphics, photos).

5. Instructional design. If you are not doing the instructional design in-house, make sure your consultant has ID skills. If you are converting classroom based material to an online environment, you still need instructional design to ensure the transfer process is of high quality and works online.

6. Speak up at each phase. Don't wait until the finished produce to give the consultant feedback – or even the beta version. Each check point/sign-off is your opportunity to give feedback and let the consultant know that you agree or disagree with their direction. But listen to your consultant – they are an expert and they know what works online. They know colours, design, how much scrolling, how to write so the reader will read and a myriad of other e-learning concepts.

7. Payment. E-learning consultants work under the same rules and guidelines that other consultants work under. They will either charge you 30 days net, request to be paid bi-weekly or give you a flat quote with a down payment and final payment upon delivery and final sign-off.  Negotiate to your needs.

8. Location. Usually contract e-learning consultants work in their own office where they have the required software and tools. They will need to come in to your office to meet subject matter experts, talk to your technical staff or for meetings. If you need your consultant to work in your office be prepared to provide a computer and pay for required software licences – which can be quite expensive unless you already own the software.

When working virtually, they may require access to your network, learning management or FTP site.  Ensure this is in place prior to their starting work and it can hold up their development. Meeting virtually can also be accommodated either through phone and an online walk through of the development to date or use of a virtual whiteboard like WebEx or Live Meeting. Don't be afraid to hire a quality consultant who doesn't live in your town. Virtual e-learning development is quite common and easily facilitated.

 Using an e-learning consultant can be a rewarding experience, giving you a polished well designed e-learning course in a reasonable time frame! 


Teri Lynn Reid is a writer, trainer, e-learning designer and project manager. With over 20 years experience in education, she provides quality service through her consulting company, LearnSync Consulting Inc. http://www.learnsync.com Visit her site to learn more about her services.




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Comments on this article: (1 total)


» left by Jami Wright (1,147)
Jami Wright
(155 days 11 hours ago.)

Reader Rating: 4 out of 5
Great information on using an e learning consultant. Thank you very mcuh!

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Article added to SearchWarp.com on 5/6/2009 5:41:06 PM.
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