How to Create a Storyboard for eLearning (Instructional Design)

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Hello, my friends. So storyboards and eLearning  are kind of like blueprints for a house.   When you have a really good storyboard, it  serves as the basis for the rest of your project.   It makes it so much easier to get approval on  the project itself. And it just streamlines   the development process. So in this video,  we're going to take a look at how we can   create a really strong storyboard. We'll look  into some examples, some different approaches   we can use and a whole lot more. So stay  tuned and we'll dive into it in a few seconds. All right. So the storyboard is definitely an  integral part of the instructional design process.   It's kind of the culmination of all  of your instructional design work.   It's where you lay out the structure  of the learning experience,   all of the texts that will go into  it, all of the programming notes,   and a whole lot more, but ideally you'd be  able to show this storyboard to a client. They'd be able to look through it and get  a pretty good picture of exactly how the   final project will look. And then you would  ideally be able to hand it off to a developer   and they would be able to develop it  out and bring the whole thing to life.   So we'll talk about a few of the nuances  there. We're going to really dive deep into it. But first let's take a look at what you should  do before diving into the storyboard, because   you really shouldn't just like open up a word  document and start storyboarding. There is some   upfront work that we want to make sure we have  done here. So we're going to talk about the,   kind of the source material that you  should use when creating a storyboard. So one of the first options is an action  map. So we would use this if we were using   Cathy Moore's action mapping process. If  you've been here on the channel for a long,   you know, we're big fans of that, and  I have a whole action mapping playlist,   if you do want to learn more about that, but  essentially the action map includes all of the   necessary actions that we need our audience to  perform in order to achieve the business goal. So, we want to make sure that our  storyboard is addressing those actions   that we want people to practice. So again  check out the action mapping content,   I'll link it in the description. If you haven't  seen it already. The other more traditional option   here would be learning objectives. So if you  did an instructional design masters program,   you know, we should know by now, writing the  objectives are very important because they   actually do serve as the blueprint for everything  that follows, right? We want to make sure that   all of our content, all of our practice  activities, all of our assessment questions   are directly addressing those learning objectives.  And I do have a video about this. It's about   how to use Bloom's taxonomy to create these  really strong, measurable learning objectives. So go ahead and check out that video just  to make sure your skills with this are sharp   because if our objectives aren't really  good, our storyboard is going to suffer,   right? We want to make sure  that our whole storyboard   is addressing these learning objectives or these  actions we've prioritized from the action map. So again, all of these resources, I will link  in the description below, but we want to make   sure that we have these things down before  moving on and actually creating a storyboard.   And then finally we will, if we've  had the chance or opportunity to   conduct some analysis and speak to  our audience and, you know, determine,   do the performance context analysis that the  training context analysis, all of that, we want   to have a really good idea of where our audience  is coming from, what they're trying to achieve,   which challenges are in their way. And when we  conduct analysis, we would uncover all of that   information. So when we go into this storyboard,  we want to try to reflect some of these things   we've learned about our audience in the storyboard  itself. And let me know if we want it to do a full   video about that, about how to  use the analysis data and kind of   weave that into the solution. But I do  have a video that you may or may not have   seen. It's about the five different types of  analysis you can use for instructional design. So check out that video too, if this  seems new to you, or if you're not as   familiar with instructional design. So  all of these will be linked below. Maybe   you want to pause this video and check  some of those out before moving forward,   but let's dive into the  storyboarding specific content. So there some things we need to ask ourselves  or decide before actually doing any writing,   right? So what is the purpose of our storyboard?  Are we using this to guide our own development?   Because that's smart sometimes. It's  rarely a good idea to just dive right   into Storyline and start building. Maybe if  you're used to doing that, to learn the tool,   or if it's just a personal project and  you don't really have any stakeholders. But a storyboard can really help, right? It  lets you just focus on the content itself and   the activities you're including. Yeah.  You basically just get to plan it out   before actually developing anything because if  you start developing things and then you're like,   oh, maybe that's not the best idea.  Maybe I should switch out this content.   It gets a lot more time consuming  to change things at that point. Now the other option here is maybe it's to guide  a developer through the development. So you can,   you probably can imagine if you're creating  a storyboard to guide your own development,   this project that you've envisioned from the  beginning and that, yeah, you have a very   clear idea of how things will look and function.  That storyboard is probably going to be a lot   less detailed than if you had to just hand this  storyboard off to a developer who knows nothing   about it previously. And hasn't been involved in  it from the beginning. So. Again, that's why the   purpose matters here. If it's for yourself, if  you can probably get away with it being a lot   less detailed. But if it's for a developer who  maybe knows very, very little about instructional   design, we're going to need to add a lot more  detail and guidance to the storyboard itself. Now, approval. That's the other. So these first  two bullet points, like that's one of the main   purposes of a storyboard, I guess, is to guide  development. So it's really like, is it guiding   my development or someone else's. The other main  purpose of a storyboard is to seek approval from   your client, your stakeholders, whoever you  need approval from before moving forward.   Now, well, maybe you're getting that  approval in a very like warm environment,   like a meeting where people are there live  and everyone who needs to approve it can   get together and you can kind of guide  them through the storyboard in real time. If you're doing that, the actual details on  the storyboard itself can be a little bit   more limited than if you need to get cold  approval, for example. So in this case,   maybe you're just sending out the storyboard to  like 10 different people who need to approve it.   And I hope you're not in a position where  you need approval from 10 different people,   but if you are, probably not going to get all  of those people live on a meeting together.   You're probably just delivering it cold. So  in that case, you are going to want to include   more details, maybe more programming  notes, so that if someone does really,   really want to get a strong idea of what's  going on on a given slide, for example,   that they'll be able to do so using just the  text and details you have on the storyboard. So keep these things in mind who is developing it,   who is approving it because those things  may impact how detailed your storyboard is.   All right. So now let's get onto some of  the jucier stuff. What is actually included   on a storyboard? So this is not, maybe  this could be an exhaustive list, right? But I'm sure there are other things  that could be added to storyboards   and not all storyboards have all of  these elements. So the first thing,   we probably have a section for the onscreen  text, right? What texts is going to be on   this given screen for this given slide?  Because a lot of eLearning is slide base.   If you're developing a video, maybe you won't  have a section like this on your storyboard. Voiceover. So maybe we have the  actual text itself, like what will be   spoken on this slide or on this  section of the learning experience,   maybe we include the file names because  we already have the voiceover files. We just need to develop, to tell the developer,  which file to drop into this given slide.   Or maybe we have both of those things. So we have  all of the texts that's going to be included,   and we have either what the voiceover file will be   named or what the voice over file we  have currently is named. All right. Images, too. So what kind of graphics or images  are we including on this screen? Maybe we include   a description of the images like office scene  with seating and people sitting there. Right.   Or maybe we have the image itself. Maybe  we found this image on a site, like Adobe   Stock or something. And we have like the URL  to the image, or even just the file name. Because again, sometimes when you  hand off a storyboard to a developer,   it might also include every single file that  they need. There'll be a folder. And within   that folder, there'll be a sub folders like with  the voiceover and the images and the sound effects   and everything else. And the developer is going  through here and just looking at file names. So they know exactly where to put things.  Storyboards like that and getting all of the   files. Like those projects are a dream to work  on as a freelancer or, and I'm sure there are   full-time employees who just spend all day  in Storyline putting these things together.   So that's where the file names come into  play. Like if someone else is developing it   and they're going to have all of  these files delivered to them,   just be as clear as possible. So they  don't need to really do any guesswork. Programming notes. This is important too. How  do we want this slide to function? Maybe it's as   simple as when the user selects this button, jump  to slide 1.5. Or it could be more complex where   after a second attempt, show screen 1.2 and after  third failed attempt, show this failure screen   and X, Y, and Z. And again, just any kind of notes  where it's like, we need to tell the program or   how this will function so they can figure out all  of the variables and triggers and conditions. We   just put it in plain English and the programmer  or the developer will figure it all out. Animation notes. Sometimes this is combined  with programming notes and it's just like   everything the programmer needs to know will  go in one section or we could have a specific   animation notes section. And this is where  we would maybe tell the developer where to   animate in the different objects based  on the narration or the voiceover. So, for example, maybe after the first sentence  we're animating in one image and after the second   sentence, we're animating in some specific  onscreen text, all of that can go in the   animation notes, or if they're combined,  programming notes can include all of that. And then finally, of course,  the slide number in slide title.   This just kind of gives everyone a solid basis  to refer back to whenever there are issues.   So, the instructional designer that the  developer, you know, if we're like, okay,   yeah, let's look at slide 1.3. It will  be the same thing in the authoring tool,   as it would be in the storyboard. It's very  easy to catch errors and just communicate on   a common ground when we have a really solid  naming structure like this for the slides. All right. So again, Maybe not an exhaustive  list. Let me know in the comments,   if there's anything else that you've seen  on a storyboard or anything else that you   would like to include. But I think this  covers just about everything I've seen   on the storyboard I've created  or worked from as a developer. All right. So again, your storyboard might look  very different depending on the approach you're   taking with the learning project. So we're going  to talk about a few different approaches here.   One may be a traditional eLearning course.  So, this is where we have like a title screen.   We present some objectives, we have some  content, we have some practice activities   or questions interspersed throughout,  and most likely an assessment at the end. This is what most of the eLearning is like  out there. It's what I refer to as traditional   eLearning. And it usually stems from traditional  learning objectives, like we talked about earlier.   Now what I've been working on  lately, what I teach in my bootcamp,   the projects I'm most excited about, like the  client work that I've I've done most recently   is all this story-driven scenario based learning. So this is not traditional. We  work from an action map for this   and the storyboard is a lot more lightweight  and less detailed because it's generally a   series of multiple choice questions, with  a story that weaves them all together.   So we'll look at some examples of this, but those  two storyboards will likely look very different. And then finally, maybe we're just designing, or  maybe we're just writing some scripts for some   videos, either educational videos or explainer  videos. And we may not need any programming notes.   Like maybe it's not interactive at all. We're  literally just creating videos in that case.   Again, the storyboard will be much more simplified  because we don't need any programming notes,   because there is no interactivity. It's play  the video or pause the video, essentially. So here we go. We're diving into some examples  here. So this is just a quick example. I spun   up of a traditional storyboard and again,  they all may look a little different. There   are different ways to include these elements so  you can lay it out however it works best for you.   This is just one example. But you notice at the  top, we have the title and slide number. So slide   1.1 Introduction. So when I'm creating this in  a tool like Articulate Storyline, for example,   I know as the developer, I'm just going  to name this 1.1 slide Introduction. Now the onscreen text. That's the text  that will be on the screen. Again,   this is often abbreviated as OST. The voiceover,  it tells us which file to include here. And it   shows us the actual transcripts for that  voiceover. So if I do need to create some   subtitles or something, I can literally  just copy and paste from this storyboard   into a subtitle generator or into the  transcript space in a tool like Storyline. Animation notes. Again, these are pretty  conversational. Fade in the onscreen text   after the first sentence of voiceover and ignore  my little typo there in the animation notes.   And then programming notes again, this is where we  actually say what interactivity we're going for.   Go to slide 1.2, when the user  selects the "Begin Course" button. So, there we have it. Over here on the right, we   have an image file that we're using and this kind  of little placeholder I have right here that may   just be the image itself or more likely it will be  an actual visual of how that screen should look.   So maybe it shows the image in the background.  It shows where the onscreen text will go. And it actually shows that "Begin Course" button.  So not all detail, not all storyboards have that   level of detail. Obviously, if you're a developer,  it's so nice when the instructional designer does   give you a storyboard that actually has all  of the visual pieces figured out or mostly   figured out. And you can just kind of add some  final touches, but again, not always the case. Sometimes you just might not have that  right column where it has the image and   it just all is text-based. And it's up to you as  a developer to figure out how things will look. Here's another example. So this is what  I'm calling an animation heavy storyboard.   And again, you notice I took out some of the  elements. You could always put these back in,   but the real focus I wanted to show you here is  this voiceover section in the middle. So notice   the on-screen text is numbered. So one, two and  three we have, yeah. One is today you will learn.   Two is how to make a sandwich and so on and  so forth. I noticed that the images section   at the bottom. You could have called this assets.  You could have it all together where the texts   and the images are interspersed and numbered in  like an assets column here in the storyboard.   Again, there are options. These are just  examples, but look at the voiceover section.   Are you ready to learn today? And then  notice in brackets? I have O S T one. That's where we, as the, as the programmer  would fade in that, that first on-screen text.   So today. And then right, when that the narrator  is reading that, we would fade in that first piece   of text, which is "today you will learn." So then  the narration continues today, you will learn how.   And at this point we fade in the next piece  of on-screen text, how to make a sandwich. And right as the narrative is saying how  to make a sandwich and then image one fades   in which is sandwich.jpg. So now we have an  image of a sandwich coming in, as well as how,   and then the third onscreen text. So I hope you  get the idea. I don't mean to put you to sleep   with like reading this verbatim. It's very like  intuitive here, but I've worked from storyboards   like this, where it does have this, this level  of detail where the instructional designer   uses little brackets or maybe little  like superscripts or subscript numbers. So that the developer knows exactly when to enter  each of these assets along with the voiceover. So   just another, another thing, don't be surprised if  you see this and if you are handing off animation,   heavy storyboards to a developer, just giving  them those prompts could help them a lot.   So more detailed, but saves time in development   and just keeps things more consistent with  your vision as the instructional designer. Because again, some developers know nothing about  instructional design and where we're directing   the user's attention and all of that stuff. So  that, may fall on the instructional designer   a lot of the time. All right. So this right  here, these are what my storyboards to look   like these days. So again, like I said, I work on  these scenario based and story-driven projects. I use very, very lightweight storyboards like  this, and I usually have them just in a Google   document for clients to sign off on. So again,  I use this kind of warm approach. So I let my   clients know each of these prompts is going  to have a continue button. So for example,   that first prompt you arrive at the office. The  air is cooled, the lights are off and there are   no signs of movement that will be on the screen  of its own and there will be a continue button.   So when we move on from that, we reach a  question slide. What would you like to do?   And you notice we have three choices and we  have a consequence associated with each choice. Okay. So if you look at choice A,  if you look at past that first line   break, uh, that first blank line you notice  in brackets, I have like a little quick and   dirty programming note. Return to question  slide when user selects "Try Again" button.   So when there are little programming notes  like that, I'll just add them in brackets. Again, this is really lightweight. It's a very   quick approach to storyboarding. And I usually  work through this in close collaboration with my,   with my clients, with my stakeholders. So they  know what's going on. They can picture the final   project. I've shown them examples already. So  if I was just handing this off to a developer,   I would need to add more details  around programming and all of that. And I have handed off storyboards like this  to developers, but I go back through and   I add more instructions and I always give  them a prototype as well, so that they can   see how this storyboard translates into an  actual developed interactive prototype, but   check this out. This again, this is a very  agile approach to story boarding, but it's good. This is what I used to get approval for  all of the content before moving forward   to development with my own clientswhere I do  the instructional design and the development.   So this hasn't failed me yet. There, once  we get this approved, there are no changes   to the content. I really liked this approach  to storyboarding for this type of project. But you can see, this is much more like  lightweight than something like this,   where it's much more formal, much more  differentiated section by section.   Whereas this is kind of just like one big flow.  What's happening when we select choice A? We'll   read all of that right in the consequence.  And you notice I do some very light color   coding as well. So we know which choice  is correct, which choice is incorrect. And here's one more example. This is  kind of a text-based storyboard for   a video or for very animation heavy project.   You know, maybe you're still developing it in  an authoring tool, but essentially it's just   animated slides with, and you just press  the next button and go to the next one. So the notice that we have like  a file name. So you can think of   that left column as like a slide number or a  file name or whatever, but it's really helpful   because when you do have it named or numbered  like this, and you hand this script off to   a voiceover artist, they can just name the files  with the exact numbering system you have here. So it can become much easier when  it comes time for development.   So notice we have the narration in one column.   So, this is what will be said, right? This is  the narration that we'll be playing and we're   going to need visuals at all times to support  that narration. So that column on the right   it's literally just a text based description of  what will be happening along with that narration. And again, I had some fun writing this just  now, if you pause the video and read this,   or if you've been reading this, you can see,  I had a little too much fun. I don't know if   this is like a horror movie storyboard or what.  Let's just look at the narration: "When you visit   the office and notice that the air is cooler than  usual, there could be a problem. If the lights are   off and you don't see anyone around, then there's  definitely a problem." So now, if we look at the   visuals column, we start with a full screen image  of office with people there's a light blue overlay   with low opacity snowflakes appearing. When  the narrator says the air is cooler than usual. So, you know, kind of just to give like  a frosty effect, like it's cool here.   And then we fade in a dark overlay and fade  out the people with the second sentence. So,   I don't even think I'm using full sentences  here. Clearly, I'm just like writing like,   I just want to give someone an idea  where if, if a client is reading this,   they get an idea of what's going to be going  on on the screen when that narration happens. So this is purely for like seeking approval on  this storyboard, seeking approval on the vision   before going ahead and just building out a whole  video and then hoping that the client likes it.   So there we go. This would just continue  so on and so forth for an entire video.   And you can imagine how you can combine some  of these different storyboarding approaches. Maybe we have something like this for the  interactive slides, but then maybe we have   scripts where we would develop out like a five  minute video or two minute video, and that would   just be dropped into a slide in Storyline with  no interactivity over it. So you can combine   these different approaches to create one big  storyboard document that you seek approval on. Hopefully this gave you some different ideas.  Again, if you have used different storyboard   approaches or you have any feedback  or comments or questions about these,   definitely drop a comment. I'll do  my best to answer. And I know we have   a lot of really smart and experienced  designers who hang out on this channel. So, so. Well, let's see what I have for you  next. So the different tools that we can use   to storyboard, let's chat a bit about that.  My favorite hands down is just using Google   docs because it is so easy to collaborate.  It's free. The clients can leave comments   and we can all edit it in real time  and see who is suggesting which edits. So just a great collaboration  tool. It's super lightweight,   and I love having it in the browser. I  can access it from my phone if I need to.   Very good, lightweight tool. Microsoft Word,  probably the most popular tool for storyboarding,   just because, you know, Word is so popular and  you can create tables and stuff easily in there. PowerPoint is also a very popular.  So you can use the kind of table   layouts that we've been talking about, but  I've also worked with storyboards where,   how it looks in PowerPoint. It's exactly how  it will look in, in Storyline. And then we have   like the programming notes and stuff, like off to  the side, kind of off the screen or in the notes. So I loved working from those because I can  just import the PowerPoint to Storyline.   I kind of have the assets I need, and then  I can just kind of add the interactivity   as needed to each of those slides. And then  of course you can just do the storyboarding   in your eLearning authoring tool  of choice. It removes one step. You don't really have to do the  importing. You can kind of just   work from Storyline. You see the instructions  on the slide. You can just kind of build it out,   slide by slide. And once that storyboard gets  approved. But I use Google docs just to keep   it really lightweight. Let us know if you've  done storyboarding in the past, which tool   you prefer and why. I think that will help  give us some perspective here in the comments. And then finally, a way to really save  some time when you are storyboarding   is to build out storyboarding templates.  So again, it saves you time, but it also   serves as performance support for you.  And that you can use these templates to   kind of guide your own development and  instead of having to start from scratch. So it doesn't just help you save  time on like a slide by slide level,   right? Like we have these slide based  storyboards, so where we can see, okay,   here's what's going on on slide one point. But you  can also build a template to help you on a larger   like structural level. So again, if  you're designing a traditional course,   Gagne's nine events serve as a really good  start to building a storyboard template. So, you know, Gagne's first event gain attention.  You would have a section in your storyboard for   like gain attention and you can explain  here's how you're going to gain attention   at the beginning of this lesson or this module  or whatever it is. When you need to go ahead   and present the objectives, you have a section  on your storyboard. Here's how we're presenting   objectives. Stimulating prior recall, again, you  would just have a section in this storyboard. Here   is how we're going to stimulate prior recall.  So templates like this, it makes sure that you   are hitting all of these necessary pieces for  really solid, cohesive learning experience. Check out the Gagne's nine events  video if you haven't already.   And I do want to say, oh, and then I have another  section here, like questions with consequences.   Like I have a template where I have like all  of this already set up. So then it's just very   easy for me to kind of build it out with a client  because sometimes I, I build this while I'm on a   call with a client, or I'll just take quick notes  through here while I'm on the call with the SME . And then I'll go ahead and write  it out further when I'm on my own.   But yeah, so the templates can really help.  And I do want to extend an offer to you   if you'd like to build a template together, like  maybe we do a live event here, like a webinar,   and we'll build this template live together.  Talk about what we're doing as we do it. And hopefully build a, just like a really solid  storyboard template. And then we'll just give   it away to everyone for free. I'll make it  so you can download it and use it on your.   If you want to do that, let's try  to get this video to 250 likes   and we will do that session. So  it seems like it will be fun. I have a feeling that it will be  useful for people just because,   you know, people have asked about this  video for a while, but if you want to do it,   drop the drop a like on the video. And  we will definitely make that happen. Now,   if you're watching this because you want to become  an instructional designer, hopefully, you know, by   now, but there is a full become an instructional  designer playlist. It's constantly growing, but,   going through that playlist should definitely help  you get a leg up in the job market and stand out. A lot of people have found success going through  those videos and putting them all into practice.   And then finally, again, if you just show your  support by dropping a comment, liking the video   and subscribing to the channel, it really lets me  know that these videos here are helping you out.   They do take some mental effort to make, but  I love actually doing the recording like this   and, and getting them out there for you all  and hearing about how they're helping you out. So show some support if you've, if you've  made it here, you're already helping   with the algorithm too, just by  watching the whole thing here. So   I really appreciate you. There are a lot  more videos to come that will help you   with your instructional design and eLearning  skills. And I will see you in the next one. Bye bye for now.
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Channel: Devlin Peck
Views: 1,114
Rating: 4.9731545 out of 5
Keywords: instructional design, instructional designer, elearning developer, storyboard for elearning, instructional design storyboard, instructional design tips, instructional design guide, become an instructional designer, elearning, elearning guide, how to storyboard, how to create a storyboard, storyboarding for instructional design, elearning courses, training, online training, online learning, instructional design planning, instructional design doc, storyboard tips, storyboarding
Id: B90v9HHyURs
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Length: 27min 31sec (1651 seconds)
Published: Tue Oct 05 2021
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