Doctor of Philosophy in Education

I started the Ph.D. in the Instructional Technology department of the College of Education at University of Central Florida in 2005. The focus of the program is the application of appropriate instructional technologies to the adult learner and validation of the Digital Propensity Index by Kelsey Henderson.

Instructional Technology as an interdisciplinary field that focuses on the systematic design of training and educational environments. Instructional Technology is not about computers; rather, the analysis, design, development, implementation, evaluation and management of high-quality instruction.

An important part of assignments and portfolio assessment is reflection. After all, if I just posted my old assignments to the internet without any narrative, the assignments might not make a lot of sense. Reflection is part of the College of Education Conceptual Framework. At first, I thought the framework was just a bunch of administrative BS for staying accredited, but having reflection in the core shows me maybe it's got some validity.

Advanced Instructional System Design

Course description: Analysis of fundamental concepts of theoretical and procedural instructional systems design models with an emphasis on their cognitive origins, pedagogical bases, current and future values. Become versed in alternative instructional design theories and models. Examine alternative design models, analysis techniques, and instructional theories.

Instructional strategy considerations

What are the most important considerations when choosing a particular instructional strategy?

  1. learning objectives - For example, if my learning objectives focus on learning a procedure, I would not choose Problem-solving instructional strategy. If learning objectives state learners are to learn skill to make something, I'm going to use something like Shank's Learning by Doing theory. As part of this, learning objectives need to be able to be categorized in a learning taxonomy like from Tripartite (Hilgard 1980), Gagne (1985), Bloom (1956), Anderson (1981), Merrill (1983), Reigeluth & Moore (1999), etc.
  2. Is it important for students to drive the speed of the course, are experience necessary for the experience, are teacher-directed methods appropriate?

  3. desired/prescribed learning environment - setting, use of simulation, importance of hands on experience, configurations
  4. available resources - time, personnel; if there is limited time, consider applying teacher-directed strategies
  5. learners/target audience - do learner characteristics really change the instructional strategy? 2c argues no. It might affect the delivery mode, though. Checklists are most appropriate for procedures with one answer. Higher order thinking with multiple correct answers are best to use with assessment rubrics. Novice versus expert - novices might need a more structured learning strategy where they have lots of scaffolding and have it slowly taken away.

Types of tests

Entry test - prerequisites Pretest - adapt instruction based on results Practice tests Final test

  • normative referenced
    • ISD doesn't do this because it doesn't measure skills; psychometrics
  • critereon referenced
    • conventional - m/c, t/f; good for assessing verbal outcomes, some concepts and principles
    • performance/product checklist - procedural learning; one way to do something, one way of learning
    • rubrics - multiple ways of doing something

Comparison of Alternative Instructional Design Models

by: Marlene Fauser, Kirk Henry, and David Kent Norman on February 4, 2006

An Instructional Design model gives structure and meaning to a problem, enabling the would-be designer to negotiate the design task using a process or systematic method. Models help us to visualize the problem, to break it down into discrete, manageable units. The true value of a model can only be determined within the context of use. A model should be judged by how it mediates the designer's intention, how well it can share a work load, and how effectively it shifts focus away from itself toward the object of the design activity (Ryder, 2006).

The purpose of this paper is to analyze three instructional design models, one from each of the classifications classroom, product, and system. The analysis should compare and contrast the key concepts associated with each model. Additionally this paper will identify and describe arguments against the use of ISD models in general.

Instructional Design models are classified into three types, classroom, product and system (Gustafson & Branch, 2002). Classroom models are of interest to, and are usually designed for, professional teachers from K-12, community colleges, vocational schools, and other related areas. These models take into consideration the environment of teachers. Their users may view them as a guide rather than a methodology. These models focus on the use of existing materials rather than the design of new. The output of these models is small, a unit or module of instruction used within the school year. The models also have less rigorous formative evaluation and revision than product or system models.

Product-Oriented models, prescriptive in nature, are primarily focused on creating instructional products. These instructional products may be self-study, self-paced computer based training, or other materials that can be used by a student with reduced guidance. The methodology of these models may cause them to be confused with system models, but product models are not used to create comprehensive systems as system models are. Product development models demonstrate four assumptions: the instructional product is needed, something needs to be produced rather than using or modifying existing materials, there will be considerable emphasis on tryout and revision, and the product must be usable by learners with only facilitators but not teachers. These models are drawn upon as computer-based instruction has become more often the instructional delivery method of choice (Gustafson & Branch, 2002).

Systems-oriented models are used to develop large amounts of instruction. This can be courses or curricula and may include the development of new materials or the repurposing of existing materials. Systems models align with the ADDIE methodology, emphasizing front-end analysis and design phases. Gustafson and Branch observed emphasis on front-end analysis may result in a proposal for a non-training solution (2002). Systems models, unlike product development models, typically assume a large scope of effort.

Classroom Oriented Model - Gerlach and Ely

The Gerlach and Ely Model is a prescriptive model that is well suited to K-12 and higher education. It is meant for novice instructional designers who have knowledge and expertise in a specific context (Braxton, Bronico, & Looms, 1995). Although drawn as a linear model, many of the steps are intended to occur simultaneously. The Gerlach and Ely Model recognizes most curriculum will be designed around the concepts to be taught in each subject matter and teachers, who are forced to adapt existing materials for use in their courses (Braxton, et al., 1995).

The first step in the Gerlach and Ely process is to simultaneously specify the content and objectives. With this model intended for K-12 teachers, these combined steps recognize that teachers know the content or think of content first, then define the objectives for that content. The objectives do need to be defined, however, for use in the next steps of the model.

The second step is to specify the entry point of learners, which for K-12 teachers may simply mean reviewing existing records. The third step is to perform five activities simultaneously: (1) determine strategy, (2) organize groups, (3) allocate time, (4) allocate space, and (5) select resources. The key is to determine which combinations will best allow the students to meet their objectives. The Gerlach and Ely model emphasizes using existing instructional materials rather than develop new materials.

After these simultaneous decisions are made, the next step is evaluation of performance. The teacher should determine what observable or measurable changes occurred in the students and if the observations can be attributed to the instruction. The model concludes with a feedback loop to determine the effectiveness of the instructions so changes can be made as necessary.

Product Oriented Model - Bates

In 1995, Tony Bates presented a model for developing open and distance learning. Bates realized digital communications were going to be used more frequently for distance education. Early in his research, he acknowledged the fact that there are inherent limitations of distance education. Bates created a framework for selecting learning technologies which is still relevant today. The organizing framework that Bates proposed is called ACTIONS, which stands for access, cost, teaching and learning implications, interaction, organizational issues, novelty and speed.

Bates's model has what he calls a front-end system design. A front-end system design has four phases: course outline development, selection of media, development/production of materials, and course delivery. Within each phase, Bates has properly identified the team roles and the actions or issues to be addressed. Bates readily admits he borrows heavily from the ADDIE model from which he derives many of his ideas. One of the reasons Bates may have felt compelled to create an additional model to ADDIE is because ADDIE has been widely and often criticized for being too systematic. ADDIE is often said to be too linear, too constraining, and even too time-consuming to implement with regards to e-learning. While Bates may have been making an attempt to simplify ADDIE, he cautions course design may take as much as two years.

One of his main concerns, prompting the development of ACTIONS, was the way face to face course material was adapted for web or other distance learning approaches. Bates feels the traditional remote instructor concept is nothing more than face-to-face instruction without direct interaction. Bates also states these specific scenarios often fail to take advantage of the unique benefits that are available through the specific technology being used.

Additionally, in his 1995 book, Technology: Open Learning and Distance Education, Bates details cost analysis when designing distance or e-learning solutions. If his design and evaluation methods are followed, one would easily be able to determine the effect each dollar spent on this e-learning solution has had on a given student. This can be particularly useful when dealing with fiscal management issues.

The Bates Model provides the user with a plethora of tools and ideas, each of which will be useful for designing e-learning environments. The model is broken down into four distinct groups. Each group is replete with projects and assignments.

System Oriented Model - Gentry IPDM

Castelle Gentry explains his model of Instructional Development in the course of a textbook. Gentry named his model the Instructional Project Development and Management (IPDM) Model. The IPDM model was born as a result of five conclusions Gentry made with regards to instructional design. The first conclusion admonishes introductory instructional design textbooks for not adequately linking relationships between instructional design processes and their supporting processes (Gentry, 1994, p. ix). The second of Gentry's conclusions says introductory instructional design textbooks should teach both what and how to "do", in other words "practical means for accomplishing specific tasks" (Gentry, 1994, p. ix). The third through fifth conclusions set a basis for Gentry to develop a generic Instructional Design model as a survey of instructional design processes, supporting processes, and techniques.

The result IPDM Model is has eight development components, defined by Gentry (1994) in a non-linear diagram.

  1. Needs analysis - establish the validity of needs and goals for existing or proposed instruction
  2. Adoption - establish acceptance of an innovation by those affected and obtain a commitment of resources.
  3. Instructional Design - determine and specify objectives, strategies, techniques, and media for meeting instructional goals.
  4. Production - construct elements of a project, as specified in a design and revision data.
  5. Prototyping - assemble, pilot test, respecify, validate, and finalize an instructional unit.
  6. Product Installation – establish the necessary conditions for effective operation of a new instructional product or process.
  7. Ongoing Operation – maintain the continuing application of an instructional product and/or procedure.
  8. Ongoing Instructional Unit Evaluation – collect and analyze data about an ongoing instructional unit to make decisions about future revision.

The development components have five supporting components, defined by Gentry (1994, p. 5):

  1. Project Management – control, coordinate, and allocate resources.
  2. Information Handling – select, collect, organize, store, retrieve, distribute, and assess information required by an ID project.
  3. Resource Acquisition and Allocation – determine resource needs, formalize budgets, and manage resources.
  4. ID Project Personnel – determine needs for staffing, training, assessment, motivation, counseling, censuring, and dismissing ID project members.
  5. Facilities – organize and renovate spaces for design, implementation, and testing of elements of instruction.

The development and supporting components are linked by information sharing between the two clusters for the duration of the project. Gentry designed his model to show instructional design is not a linear process.

Model Comparison and Contrast

When doing the comparison between Bates, Gentry and Gerlach/Ely's models, it was noted that all three models allowed for some variation in implementation; it would not be incorrect to modify the order of the steps depending on the settings of the instructional situation. This is especially true for the Gerlach/Ely model. The three models we have chosen to review all were published between 1994 and 1995.

The Bates and Gentry models both rely heavily on front end work. This means that the model assumes that step one will involve an extensive needs analysis. The information learned from the analysis will be crucial in the next phases of the design. In particular, the Gentry IPDM model is best for large scale projects, as demonstrated by the communication core of the model. Both Bates and Gentry also provide a framework for helping the designers determine the overall cost of the solution. This may include the cost of the technology needed for implementation. Bates and Gentry are also very good at providing personnel assignments for each phase of the design. This allows the designer to determine, up front, the type of personnel that will be needed throughout the design and implementation.

The main strength of the Gerlach/Ely model is practicing classroom teachers can identify with the process it suggests. The Gerlach/Ely model allows for a novice instructional designer whereas Gentry and Bates need some design expertise to perform front-end analysis. As a result, classroom teachers might be more likely to apply Gerlach/Ely. The Gerlach/Ely model differs from the other two by emphasizing existing content as the basis for new instruction. Basing new instruction on old content by forgoing front-end analysis may unintentionally reinforce traditional learning teaching patterns rather than promoting a re-examination of best practices in classrooms.

Instructional Designers cannot be effective if they are familiar with only one model.  The designer must be able to fit the design to the situation and familiarity with various models will make that designer more successful.  Analyzing various models demonstrates that although the models had differences, combined steps in various ways, or used different vocabulary, they shared a fundamental principle of attempting to deliver effective learning or educational tools.

Arguments Against Instructional Design

In an article published in Training Magazine in April 2000, Jack Gordon and Ron Zemke lay out arguments against the use of ISD models. The article was the catalyst for a plethora of rebuttal articles, white papers, and seminars on why ISD is not dead and is still useful and relevant to the field (Clark, 2004). The arguments in the original article were:

  • ISD is too slow and clumsy to meet today's training challenges
  • There's no "there" there
  • Used as directed, it produces bad solutions
  • It clings to the wrong world view

Rebuttals concentrated on the question: Is it ISD that's flawed, or the manner in which it is applied that is the problem (Zemke & Rossett, 2002)? To address the argument of ISD being slow and clumsy, Sivasailam "Thiagi" Thiagarajan conducts workshops in "Rapid Instructional Design" which includes strategies and design elements to move more quickly through the ADDIE phases and to use partial processes where appropriate (Thiagi, 1999).

Argument two discusses the use of ISD as a "technology" of instruction. Project management for Information Technology (IT) projects is seen as a science. Yet IT project management is an art as is Instructional Design. IT project management has addressed similar flaws in waterfall or linear project management processes. Additional project life cycles have been introduced in this discipline. These models, selected based on project and environmental factors, include: incremental or prototype based methodology, Barry Boehm's Spiral Model, and the Rush to Base Evolutionary Model (BU, 2005). Options such as these applied to ISD would allow for the flexibility and rapidness desired for delivery of an instructional solution.

The third argument is that following ISD models will produce bad training. Clark (2004) discusses how the "A" of ADDIE was never meant to stand for Performance Analysis and that Instructional Design should only begin once it is determined training is the solution to the problem.

Charge 4 assumes ISD jobs have a set of best practice procedures that must be taught to students who are not master performers. Saul Carliner suggests we should remember ISD is a value system that must be applied appropriately and all ISD needs is re-tooling for all the new ways of learning we see since ISD was first proposed more than 50 years ago.

References

Boston University Corporate Education Center. (2005). Courseware MDP405: Managing Information Technology v4.0.

Braxton, S., Bronico, K., & Looms, T. (1995). Instructional design methodologies and techniques. Retrieved January 30, 2006, from University of Michigan, Educational Software Design and Authoring Web site: http://www.umich.edu/~ed626/Gerlach_Ely/ge_main.htm

Carliner, S. (2003). An instructional design framework for the twenty-first century. Unpublished manuscript, Concordia University. Retrieved January 30, 2006, from http://education.concordia.ca/~scarliner/idmodel.pdf

Clark, D. (2004, June 7). The Attack on ISD – 2000. Retrieved January 30, 2006, from http://www.nwlink.com/~donclark/history_isd/attack.html

Clark, D. (2004, June 13). A hard look at ISD - 2002. Retrieved January 30, 2006, from http://www.nwlink.com/~donclark/history_isd/look.html

Gentry, C.G. (1994). Introduction to instructional development: Process and technique. Belmont, CA: Wadsworth Publishing Company.

Gordon, J. & Zemke, R. (2000, April). The attack on ISD: Have we got Instructional Design all wrong?. Training Magazine.

Gustafson, K.L., & Branch, R.M. (1997). Survey of instructional development models: Fourth edition. Syracuse, NY: ERIC Clearing house of Information & Technology

Ryder, M. (2006). Instructional Design models. Retrieved January 29, 2006, from University of Colorado at Denver, School of Education Web site: http://carbon.cudenver.edu/~mryder/itc_data/idmodels.html#comparative

Thiagarajan, S. (1999). Rapid Instructional Design. Retrieved January 29, 2006, from http://www.thiagi.com/article-rid.html

Zemke, R. & Rossett, A. (2002, February 1). A hard look at ISD. Training Magazine

Analysis Techniques Portfolio

by: Marlene Fauser, Kirk Henry, and David Kent Norman on February 18, 2006

Task Analysis involves the systematic process of identifying specific tasks to be trained and a detailed analysis of each of those tasks (Ehrlich, 2000). To be able to design learning supported instruction, designers must understand the tasks the learners will be performing (Jonassen, Tessmer, & Hannum, 1999).

The purpose of this paper is to apply three analysis techniques from separate categories of methods as described by Jonassen, et al. to one instructional goal. This paper describes the key concepts, application, and experiences with a technique each from the Job, Procedural, and Skill Analysis Method, Instructional and Guided Learning Analysis Method, and Subject Mater/Content Analysis Method. A sample of each analysis technique is provided in the Appendices.

The Job, Procedural, and Skill Analysis Method emerged during WWII when most training being developed was technical training which emphasized procedural skill development. These methods describe in a procedural manner the way jobs are performed. Analyzing steps has become the most common conception of task analysis and there are many methods and approaches published. Alternatively, Instructional and Guided Learning Analysis Method describe tasks how they are best learned. This may or may not be consistent with the ways the job is performed. Subject Matter/Content Analysis Methods consider that designers elicit instructional information from SMEs. This information will usually come to the designer in an outline form, chunked by the subject matter expert. This organizational method can be effective, but is not always the best way to represent the instructional content. Subject Matter/Content Analysis Methods offer alternate methods for representing content structure.

Job, Procedural, and Skill Analysis Method – Job Task Analysis

The task analysis approach emerged from the field of systems analysis when systems analysis was applied to the world of work (Jonassen, et al., 1999). The purpose of creating task descriptions is to enhance the performance of the overall system or to enhance job or task performance.

In order to conduct a job analysis, you must describe and analyze each task. The description should include the stimulus situation and the proper response. One would typically start at a general level and then get more specific (Miller, 1962 as cited in Jonassen, et al., 1999). Jonassen, et al. would argue that there are several advantages to creating task descriptions:

  • It is very job oriented
  • It provides data to support training, personnel selection, and job design
  • It describes tasks in sufficient detail to prevent misunderstanding
  • It identifies the competencies that underlie job tasks

We must also consider the disadvantages of task descriptions as well. First, the process is generally limited to specific descriptive aspects of tasks. Secondly, the skill level of the task analyst must be high. Individuals with this level of skill may be difficult to find. Additionally, it has been found that the task description procedure as a whole does not help select specific tasks for training.

All of this information was considered when creating the analysis for the task of distance collaboration. The outline in Appendix A contains detailed information that follows the methods suggested by Jonassen, et al. (1999). There is additional information in Appendix B that further develops each solution and what it should be used for.

When going through this assignment, it was difficult for me to understand the level to which the analysis should be reported. I was torn between describing each button push and mouse click. For our chosen area, there are several categories where different applications could be used. I felt that it would be difficult to describe each button push for each individual software package as they did in the book for pre-flight checks.

I did notice, however, that putting this information on paper, provided me, an experienced technologist, with clear concise information which can and will be used to help others decide on platforms as well as conduct smooth, effortless collaboration sessions.

Instructional and Guided Learning Analysis Method - Learning Contingency Analysis

Learning contingency analysis differs from task analysis primarily in focusing on tasks in a learning environment rather than job performance (Jonassen, et al., 1999, p. 99). By focusing on identifying the behavioral components of tasks, the designer can discover the interdependencies among the tasks (Jonassen, et al., p. 99). Contingency analysis involves first sequencing the instructional content, followed by determining the most effective conditions for the instruction. For example, teaching algebra to a six-year-old during recess would be an extreme example of poor contingency analysis. First the child must have an understanding of basic arithmetic and a learning environment free of distractions.

The sequencing of instruction should reflect one behavior having dependence on another (Jonassen, et al., p. 100). To sort learning contingencies, Jonnassen cites Gropper's (1974) four behavioral components tasks can have:

  • Superordinate/subordinate – a hierarchical relationship to show behavior X is a part of behavior Y.
  • Coordinate relationship – behaviors at the same level in a hierarchical relationship, not necessarily performed at the same time or in the same order.
  • Shared elements – behaviors that share some amount of the same concepts.
  • No relationship – behaviors with no relationship to each other.

Appendix A references eight steps for conducting a learning contingency analysis, which includes Gropper's behavior components as part of steps three and four. The hierarchical learning analysis is similar to Dick, Carey, and Carey's (1999) chapter on subordinate skills analysis. Dick, et al, describes a method of drawing relationships between learning components in a pictorial form, versus a bulleted, tabular form in contingency analysis. The fifth step of contingency analysis skips a few chapters in the Dick and Carey model, but is analogous to developing instructional strategy.

In all, the learning contingency analysis is best for environments where learning is important, rather than performance. It is a time consuming analysis meant to draw a roadmap for the most effective sequence of instruction. The result instruction framework is rigid and may not be appropriate for learning tasks which can not be directly observed. A large instructional unit could make a confusing set of sequential dependencies between tasks in step 3 as compared to the pictorial method recommended by Dick, et al., so a highly skilled analyst is to perform contingency analyses.

Subject Mater/Content Analysis Method – Master Design Chart

The Master Design Chart approach to task analysis is used when the educational ends are the development of the behavioral capabilities of the students (Jonassen, et al., 1999, p. 207). This method has its basis in two foundations. The first foundational principle states that instructional outcomes can be stated as behavioral objectives. The second states the use of instructional taxonomies to describe the outcomes. In using this method, the instructional designer classifies content according to behaviors but is not bound to any taxonomy.

To conduct a Master Design Chart analysis the designer constructs the behavior axis using a taxonomy of instructional outcomes. The designer can use more specific behaviors as appropriate. Next the specific items of content are identified and listed as the vertical axis.

Each cell in the chart is now analyzed and the relative emphasis required in the course or curriculum is noted in the cell. This is done on a continuum with 0 representing no emphasis and a number such as 3 or 5 representing the most emphasis. Although the resulting chart does not represent relationships among the instructional outcomes, it is recommended a relationship step be taken.

A Master Design Chart is constructed for a curriculum or a whole course rather than for an individual lesson. Although it gives an overview of the entire course, no information is included regarding any instructional strategy. A strength of this method is that the risk of omitting important content is reduced. Weaknesses of this method are that it is dependant on the skills of the analyst, lacks basis in needs assessment and is time consuming to construct.

For our course, the matrix was created using document analysis techniques. The result is included as Appendix E. The content included information about being a "Distance Manager" and included content on what a leader should learn and know to successfully manage a geographically diverse team. Concentration from this SME was on higher level techniques as opposed to the detailed tasks analyzed in the Job Task Analysis approach.

While creating this matrix it was difficult to determine how the task list should be written. My habit is to include the action verb associated with the learning event. The matrix provides that association to the taxonomy, a challenge for this designer.

I selected to analyze this method since much of my work comes to me from Subject Matter Experts. I hoped I could learn to use a Subject Mater/Content Analysis Method in my job performance. I found it contrary to my method of thinking, which does helps me see things from a new perspective. However I also found it tedious and am not anxious to complete the Master Design Chart.

Overall Reflection

After reviewing the previous techniques, it has become clear that while some techniques can be used for the broadest of applications, others have been designed specifically for certain tasks. The more finely tuned the instructional designer's skill set is, the more they will be able to select the most specific tool for the task.

The task analysis method could be considered the broadest within the subset that we evaluated. It could be used in nearly every scenario. However, the resolution that it lacks may cause the end product to be deficient. Learning about and when to use the most refined tools available is the difference between being a novice or an expert.

References

Dick, W., Carey, L., & Carey, J. O. (2005). The systematic design of instruction: 6th edition. Boston, MA: Allyn & Bacon.

Ehrlich, D. (2000). Glossary of terms. Retrieved February 18, 2006, from the Northeastern Illinois University, Instructional Design II Web site: http://www.neiu.edu/~dbehrlic/hrd408/glossary.htm

Fazio, A., & Rieff, K. (2006, Jan). The distance manager. Presented at a meeting of the IT department of Walt Disney Parks & Resorts.

Jonassen, D. H., Tessmer, M., & Hannum, W. H. (1999). Task analysis methods for instructional design. Mahwah, NJ: Lawrence Erlbaum Associates

Appendix A: Jonassen, et al. (1999)

  1. Distance Collaboration.
  2. Tasks that make up this job.
    1. Email
    2. Collaborate on Document Creation
    3. Video Conference
    4. Tele Conference
    5. Chat Online
    6. Use Collaboration Software
      1. Adobe Macromedia Breeze
      2. WebCT
  3. Task Description
    1. Email
      1. Proficiency in email usage.
      2. Attach presentations to email and send to participants before scheduled meeting time.
      3. Provide paper copies for local participants.
    2. Collaborate on Document Creation
      1. Prepare presentations before scheduled meeting time.
      2. Annotate as much as possible.
      3. Use large clear fonts if presentation is to be broadcast over a video conference link.
    3. Video Conference
      1. Make sure all equipment to be used are compatible.
      2. Conduct periodic test runs.
      3. Presenter should engage and address remote audience.
      4. Remote audience should remain muted unless speaking to local site.
      5. Ensure that all documents to be used are sent in advance and that font sizes are appropriate for broadcast.
    4. Tele Conference
      1. Make sure all equipment to be used is compatible.
      2. Conduct periodic test runs.
      3. Conference leader should engage and address remote audience.
      4. Remote audience should remain muted unless speaking to local site.
      5. Ensure that all documents to be used are sent prior to the conference.
    5. Chat Online
      1. Select chat platform
      2. Make sure that all participants are familiar with the tools that will be useful for the collaboration.
      3. Decide on rules of engagement for online chat.
      4. Inform users whether the chat session will be saved or not.
    6. Use Collaboration Software
      1. Select collaboration software platform (corporate decision)
      2. Conduct training and provide job aids for software use.
  4. Detailed Task Description
    1. Email
      1. Start email program.
      2. Open and review any important emails as needed.
      3. Respond to messages that require a response.
      4. Open and create email dialogue.
      5. Select individuals to send email to from address book or manually enter new email addresses. Determine who may need to be carbon copied or blind copied.
      6. Enter subject for email.
      7. Type message.
      8. Attach any documents that may be needed.
      9. Send email
    2. Collaborate on Document Creation
      1. Start document creation software
      2. Create presentation
      3. Distribute presentation in appropriate fashion
    3. Video Conference
      1. Start video conferencing equipment
      2. Obtain contact information of participants. Ensure that participants have all conference materials beforehand.
      3. Utilizing contact information, attach all participants to the video conference.
      4. Conduct conference using appropriate etiquette.
      5. Thank participants and end conference.
      6. Clear conference area.
    4. Tele Conference
      1. Start tele conferencing equipment
      2. Obtain contact information of participants. Ensure that participants have all conference materials beforehand.
      3. Utilizing contact information, make sure all participants have joined tele conference.
      4. Conduct conference using appropriate etiquette.
      5. Thank participants and end conference.
      6. Clear conference area.
    5. Chat Online
      1. Start agreed upon chat platform
      2. Obtain contact information of participants. Ensure that participants have all conference materials beforehand.
      3. Utilizing contact information, make sure all participants have joined the chat room.
      4. Conduct online chat using appropriate etiquette.
      5. Thank participants and end online chat.
    6. Use Collaboration Software
      1. Start agreed upon chat platform
      2. Obtain contact information of participants
      3. Utilizing contact information, make sure all participants have joined the collaboration.
      4. Collaborate using appropriate etiquette.
      5. Thank participants and end collaboration. Ensure that all work created in the collaboration is properly saved and distributed.
  5. Task Requirements
    1. Email
      1. Users must have an email account and be familiar with its usage.
      2. Users must be able to send and receive each other's emails. (No filters restricting access from other participants.)
    2. Collaborate on Document Creation
      1. Users must select the appropriate document creation software and be familiar with its usage.
      2. Users must follow agreed upon criterion for the look and feel of documents to be shared.
      3. Users should be prepared to share documents prior to distance collaboration.
      4. When collaborating on a document, a method for tracking changes by individual users should be set in advance.
    3. Video Conference
      1. Communication standards should be agreed upon either on the corporate level or between specific participants.
      2. Equipment standards should be agreed upon either on the corporate level or between specific participants.
      3. Users should be familiar with the operational procedures of the video conferencing equipment.
      4. For large video conferencing situations, appropriate technical support should be on hand or available.
      5. As with all speaking opportunities, water should be made available for consumption.
    4. Tele Conference
      1. Communication standards should be agreed upon either on the corporate level or between specific participants.
      2. Equipment standards should be agreed upon either on the corporate level or between specific participants.
      3. Users should be familiar with the operational procedures of the tele conferencing equipment.
      4. As with all speaking opportunities, water should be made available for consumption.
    5. Chat Online
      1. Participants must be familiar with agreed upon platform.
      2. Participants should be prepared to share documents prior to online chat.
    6. Use Collaboration Software
      1. Participants must be familiar with agreed upon platform.
      2. Participants should be prepared to share documents prior to online chat.
      3. When collaborating on a document, a method for tracking changes by individual users should be set in advance.
  6. Performance Structure
    1. Call meeting
    2. Determine technology to be used for meeting and collaboration.
    3. Ensure that all documents are created and distributed prior to session.
    4. Begin collaboration session.
    5. Ensure that minutes and progress are saved and forwarded to all participants.
    6. Thank participants and solicit information on how to improve collaboration.

Appendix B

1. Identify the job to be analyzed - The job is distance collaboration. The focus of the analysis will be on the tools, etiquette and procedures of the collaboration.

2. Identify all the tasks that make up that job.

3. Develop a task description for each task.

4. Develop a detailed task description for each task.

5. Analyze each task to determine the requirements. (What does it take from the individual to make this task successful?)

6. Determine the structure of the performance. (This means what order should things be done in)

           

E-mail

 

Evaluation

Select Hardware/ Software

Top-down institution decision

Institutional knowledge and commitment

 

 

   

Assemble committee for fact gathering

   

 

   

Develop criteria to meet needs of company (cost/ distribution)

   

 

   

Demonstrate selected software

   

 

   

Garner opinions

   

 

   

Narrow options

   

 

   

Select best fit

   

 

         

 

Purchase

Provide monies

Provide network infrastructure

Survey responsible staff to analyze infrastructure impact

 

 

Implementation

Assign tasks required for implementation

Develop staff expertise

Train trainers - each train must be able to communicate and demonstrate.

 

 

   

Develop proficiency in use of e-mail

Train users - each user must be knowledgeable and realize benefits of software.

 

 

   

Select method of delivery

Investigate new technologies - consider future needs.

 

 

   

Ensure telephony, mobile PCs, PDAs, etc are installed and supported.

Users must be able to fully utilize hardware/software.

 

 

Use

Use hardware/ software to communicate.

Send and receive communications

Software knowledge

 

 

   

Attach presentation(s) to e-mail.

Send attachments to participants before scheduled meeting time.

 

 

   

Print attachments

Purchase printers

 

 

         

 

         

PowerPoint*

* Popular software used in a variety of Distance Learning Methods

Evaluation

Select software

Top-down institution decision

   
     

Develop criteria to meet needs of company (cost/ distribution)

   
     

Demonstrate selected software

   
     

Garner opinions

   
     

Narrow options

   
     

Select best fit

   
 

Purchase

Provide monies for licensing

Provide network infrastructure

   
 

Implementation

Assign tasks required for implementation

Develop staff expertise

Train trainers - each train must be able to communicate and demonstrate.

 
     

Develop proficiency in use of PowerPoint

Train users - each user must be knowledgeable and realize benefits of software.

 
     

Select method of delivery

Investigate new technologies - consider future needs.

 
     

Install hardware and software for individual users

Users must be able to fully utilize hardware/ software.

 
     

Attach presentation(s) to e-mail.

   

 

Use

Use software to communicate.

Prepare presentations before scheduled meeting times

Use large clear fonts if presentation is to be broadcast of video conference link

 

 

     

Annotate as much as possible

 

 

         

Video Conferencing

 

Evaluation

 

Selection

Top-down institution decision

 

 

     

Assemble committee for fact gathering

 

 

     

Develop criteria to meet needs of company (cost/ distribution)

 

 

     

Demonstrate selected hardware

 

 

     

Garner opinions

 

 

     

Narrow options

 

 

     

Select best fit/validate compatibility.

 

 

Purchase

Provide monies for hardware and software

Provide network infrastructure

   

 

Implementation

Assign tasks for implementation

Develop staff expertise

Train trainers - each train must be able to communicate and demonstrate.

 
     

Develop proficiency

Train users - each user must be knowledgeable and realize benefits of software.

 

 

   

Select method of delivery

Investigate new technologies - consider future needs.

 

 

   

Install hardware and software for individual users

Users must be able to fully utilize hardware/ software.

 

 

Use

Conduct equipment tests.

Ensure equipment/network is working.

   

 

 

Presenter should engage and address remote audience.

Develop training courses to enhance presenters and method of communicating via distance.

   

 

 

Remote audience should remain muted unless speaking to local site

Provide documentation/ instruction to audience on requirements of interaction.

   

 

 

Ensure that all documents to be used are sent in advance and that font sizes are appropriate for the broadcast

Provide documentation/ instructions to presenter on requirements of good transmission.

   
           

Teleconferencing

 

Selection

Select telephones

     

 

Purchase

Provide monies

Provide telephone connection (hardware or wireless).

   

 

 

Conference leader should engage and address remote audience.

Develop training courses to enhance presenters and method of communicating via distance.

   

 

Use

E-mail/fax needed documents

Ensure that all documents to be used are sent prior to the conference.

   

 

         

Online Chat

 

Selection

Evaluate various online chat programs

Develop criteria to meet needs of participants.

   
 

Implementation

Training

Make sure that all participants are familiar with the tools that will be useful for the collaboration.

   
 

Use

Etiquette

Decide on rules of engagement for online chat.

   
   

Communicate rules

Inform users whether the chat session will be saved or not.

   
           

Forums

 

Selection

 

Top-down institution decision

   
     

Assemble committee for fact gathering.

   
     

Develop criteria to meet needs of company (cost/distribution).

   
     

Demonstrate selected software

   
     

Garner opinions

   
     

Narrow options

   
     

Select best fit

   
 

Purchase

Provides monies

Provide network infrastructure.

   
 

Implementation

Assign tasks required for implementation

Develop support staff expertise

   
   

Inform uses of forum availability

Send e-mail

   
     

Put information on website

   
 

Use

Use hardware/ software to communicate.

Develop documentation on software use.

   
           

Collaboration Software

 

Evaluation

Select Hardware/ Software

Top-down institution decision

Institutional knowledge and commitment

 

     

Assemble committee for fact gathering

   
     

Develop criteria to meet needs of company (cost/ distribution)

   
     

Demonstrate selected software

   
     

Garner opinions

   
     

Narrow options

   
     

Select best fit

   
 

Purchase

Provide monies

Provide network infrastructure

Survey responsible staff to analyze infrastructure impact

 
 

Implementation

Assign tasks required for implementation

Develop staff expertise

Train trainers - each train must be able to communicate and demonstrate.

 
     

Develop proficiency in use of collaboration software.

Train users - each user must be knowledgeable and realize benefits of software.

 
 

Use

Use hardware/ software to communicate.

 

Software knowledge

 
     

Attach presentation(s) to e-mail.

Send attachments to participants before scheduled meeting time.

 
           

WebCasts

 

Evaluation

Select Hardware/ Software

Top-down institution decision

Institutional knowledge and commitment

 

 

   

Assemble committee for fact gathering

   

 

   

Develop criteria to meet needs of company (cost/ distribution)

   

 

   

Demonstrate selected software

   

 

   

Garner opinions

   

 

   

Narrow options

   

 

   

Select best fit

   

 

Purchase

Provide monies

Provide network infrastructure

Survey responsible staff to analyze infrastructure impact

 

 

Implementation

Assign tasks required for implementation

Develop staff expertise

Train trainers - each train must be able to communicate and demonstrate.

 

 

   

Develop staff proficiency in use of webcasting

Train users - each user must be knowledgeable and realize benefits of software.

 

 

Use

Use hardware/ software to communicate.

 

Software knowledge

 
           

Website (Intranet)

 

Evaluation

       
 

Purchase

Provide monies

Provide network infrastructure

Survey responsible staff to analyze infrastructure impact

 
 

Implementation

Assign tasks required for implementation

Develop staff expertise

Train trainers - each train must be able to communicate and demonstrate.

 
     

Develop staff proficiency in use of webcasting

Train users - each user must be knowledgeable and realize benefits of software.

 
 

Use

Use hardware/ software to communicate.

     

Appendix C: Job Analysis Diagram

1.0 Distance Collaboration. 2.0 Etiquette. 2.1 Tools. 2.1.0 Software. 2.1.1 Hardware. 2.1.2 Technology Issues. 2.2 Cultural Issues. 2.3 Implementation

Appendix D: Learning Contingency Analysis

Steps

Instructional Unit

Step 1: Identify the tasks

  • Email
  • Collaborate on document creation
  • Video conference
  • Tele conference
  • Chat online
  • Use collaboration software

Step 2: Identify the specific behaviors

  • Mouse clicking
  • Locate programs
  • Opening programs
  • Printing
  • Attaching documents to emails
  • Send email
  • Generate presentation

Step 3: Determine the sequential dependencies

  • Must be able to click before locating programs
  • Must be able to locate programs before opening them
  • Must be able to open documents before printing them
  • Must be able to open a new email dialogue before attaching documents to it
  • Must be able to open a new email dialogue before being able to send it

Step 4: Sequence the behaviors

  • Email
  • Locate and open email program
  • Read new email
  • Print email
  • Reply to email
  • Format email contents
  • Attach documents
  • Send email
  • Collaborate on document creation
  • Locate and open document creation program
  • Format contents of document
  • Enable change tracking
  • Create comments in the document
  • Accept and reject document changes from other team members
  • Tele conference
  • Activate 3-way calling
  • Navigate phone tree for tele conferencing services
  • Video conference
  • Activate video conference service
  • Use collaboration software

Step 5: Plan the instructional progressions

  • Locate, open, and demonstrate use of virtual team software
  • Review simple program features
  • Review document formatting
  • Review netiquette

Step 6: Analyze the criterion behaviors

  • Learners must discriminate between program icons
  • Learners will be required to apply common program features to multiple different programs such as changing text size, printing, and creating new documents.
  • Learners will need to adapt to use potentially new jargon to communicate with team members such as “IM”ing.

Step 7: Select alternative instructional approaches

  • Demonstrate correct use of programs in each task
  • Consult a decision tree on the optimal times to use either email, tele conferencing, video conferencing, chatting online, etc.

Step 8: Adjust for individual differences

  • Pretest each student's knowledge
  • Place students in various parts of the instructional sequence based on their pretest results

Appendix E: Master Design Chart

 

Verbal

Concepts

Procedures & Rules

 

Define

Identify

List

Describe

Interpret

Locate

Apply

Prepare

Set Up

Culture

Time zones

                 

Use of time

                 

Vocabulary – location neutral language

                 

Level of Formality

                 

Regional culture

                 

Corporate culture

                 

Technical culture

                 

Personal conduct

                 

Beliefs/Assumptions/Values

                 

Protocol

                 

Etiquette

Communication

                 

Clarity

                 

Shared goals

                 

Clear expectations

                 

Meeting guidelines/agenda

                 

Limit meeting length

                 

Leadership Skills

Verbal communication

                 

Written communication

                 

Strong interpersonal skills

                 

Technical skills

                 

Facilitator

                 

Establish trust

                 

Team comfort with technology

                 

Solicit participation/elicit responses

                 

Coach

                 

Team build/celebrate

                 

Tools/technology

Within your firewall?

                 

What’s available to all?

                 

Practice

                 

Include interactivity

                 

Technology matches goal

                 

Analysis of Survey, Record, and Other Qualitative Data

Course description: Examination of the major elements involved in planning, conducting, and reporting survey research; emphasis is on the design, instrumentation, data analysis and data; interpretation for survey research.

Writing up reliability results

Guiding Principle: No measure is ever reliable. Scores determined by a measure may be reliable depending on who completes the measure and the conditions under which the measure is completed (when and where).

Structure of the Reliability write-up

Procedure One Procedure Two

1. Comment on the reliability of the scores by examining the reliability coefficient.

Everyone has her/his own standards, but here are what mine tend to be:

< .65 Poor;
.65 ≤ Modest ≤ 80;
> .80 Very good

1. Comment on reliability coefficient

2. Comment on the corrected item-total correlations

  1. Note which items have a negative corrected item total correlation.
  2. Note whether any negative corrected item total correlation are attributable to miscoding or items with response options are scaled opposite of the majority of items.
  3. Note which items have a zero corrected item total correlation.
  4. Note which items with a zero corrected item total correlation do so because of no variance (every person responded the same way to the item)
2. Do nothing more 3. Comment on how high your reliability coefficient would increase if you were to drop out all negative item-total correlations one at a time until you had no more negative corrected item-total correlations.
  4. Do nothing more

Sample paragraph

Responses for the various features of the agency website were judged to be moderately reliable for the customer service representatives who participated in the survey, with a reliability coefficient of 0.778. A review of the corrected item-total correlations suggests that the questions for the website as a critical tool and a unique website in the marketplace do not correlate with the corrected total very well. Their elimination is warranted on the basis that reducing the scale to only relevant items would make for a better, more parsimonious scale. It turns out that removing the item may further be motivated by anticipated increase in the reliability coefficient reported in the output (0.884).

If HTML newsletters, online payments, Internet as a tool, and customer communication with the agency were removed, the reliability of the scale would increase to 0.963.

To examine the impact of removing both items, each item was removed one at a time. This approach is necessary because the impact of removing one item changes the relationship of the other item with the changing total.

Case Studies in Research Design

Course description: A critical analysis of educational research design.

Developing a research question

Three major types of questions are causal/comparative, relationship, and impact. Use a literature review as a funnel to narrow a broad area of research into a manageable contribution, which leads to "The purpose of this study is..." Classic or landmark studies would be considered good content for the introductory, broad part of the literature review. Use incremental blocks of studies as a transition to more focused topics in your area of research. The final question should be something you are genuinely interested in finding the answer to so you have the motivation to complete the report as time progresses.

The question should have a question mark at the end. The question should ask if there is a cause/effect, what impacts what, or if there a relationship (what two or more things are related). Should have a construct or construct level at the start that is narrowed down to something very specific. Could "self concept" really mean "body image"? Does "achievement" mean achievement in math, reading, overall, or something else? Include operational definitions for parts of the question to define "achievement" if you are looking for relationship between achievement and yearly income. Perhaps achievement has several six factors to consider observing in the study.

Research problem statement template

Template:

This study will investigate the effects of (treatment) on (population). The investigation will be conducted (describe the setting). The present study, within the context of (the setting), will be concerned with the following research questions:

  1. Does the procedure of (treatment) have (performance change) difference on (the experimental population) as compared to (the control population)?
  2. Does the method of (treatment) - (restate method of treatment) - affect (population)?

Hypothesis 1: (Relate back to research question number 1). Hypothesis 2: (Relate back to research question number 2).


Example:

This study will investigate the effects of Digital Propensity on the preferences of insurance agency employees when information is presented with either text or graphics as the primary presentation format. The investigation will be conducted in a "real work" setting and will use a computer-based task. The present study, within the context of a work environment, will be concerned with the following research questions:

  1. Does the presentation of graphics with text support more closely match the preferences of "Digital Natives" than the same content presented as text with graphical support?
  2. Does the presentation of text with graphical support more closely match the preferences of "Digital Immigrants" than the same content presented as graphics with text support?

Sample Chapter organization of study

Chapter 1 of this study introduced the problem statement and described the specific problem addressed in the study as well as design components.

Chapter 2 presents a review of literature and relevant research associated with the problem addressed in this study.

Chapter 3 presents the methodology and procedures used for data collection and analysis.

Chapter 4 contains an analysis of the data and presentation of the results.

Chapter 5 offers a summary and discussion of the researcher's findings, implications for practice, and recommendations for future research.

Validity issues in research

Internal validity - how valid were the procedures that I followed in terms of the research method to obtain the information I need External validity - how generalizable is the information learned from a study

Internal validity

  • History effect - did something recently happen to one of the sample groups that would make it differentiate from the other groups. For example, if you ask small children about their fears of ghosts, some of the children may report less fear if they are surveyed near Halloween.
  • Maturation - when the study doesn't control for natural growth; in other words, the natural maturation of the group is the actual cause of improvement in the study instead of the treatment
  • Testing - what are the effects of a pretest on a posttest; familiarity with the instrument impacts the results on the second test
  • Instrumentation - is an issue when instrumentation changes during a study; for example, calibration of individual opinions in a observation study could have differences in results just because a one rater might think an event is a 5 on a 1-10 scale, and another rater might think the same event is a 7. The result grades on essay papers depending on the mood of the instructor. If the publisher comes out with a new version of a test and the previous test isn't available. Then you need to see how closely the two tests are correlated.
  • Statistical regression - also known as regression to the mean; for example, getting a perfect score on the SAT only leaves the possibility of going down in score. The more extreme the results, the more likely each is to move towards the mean because of the error that put them in the extreme in the first place like guessing on questions that make the difference between a perfect score and a lower score.
  • Differential selection - people that you pick are not representative of the population in the first place;
  • Experimental mortality - differentially loose respondents; for example, you might not even know who you lost or picked in the first place. Loosing the extremes in both cases of a paired study could be the actual cause of change rather than the treatment
  • Selection maturation interaction - as part of the selection, the sample actually has unknown differences that make the differences in the results instead of the treatment. For example, if teaching children basketball, while the children may start with similar free-throw ability, one child may improve faster than another simply because of superior hand-eye coordination, rather than the basketball instruction.

External validity

  • Interactive or reactive effects of testing - example: giving a pretest to the people in the population sample may impact their performance during observation, so the pretest has an interaction effect that limits the generalizability of the results to the general population because the whole population did not take the pretest.
  • Interaction and selection biases - the treatment only works for the selection, so can't be generalized; may be a result of the environment the selected group was performing in
  • Reactive effects of experimental arrangements
  • Multiple treatment interference - when you have more than one treatment, how do you know which one made the difference? Something like sequencing presentation of treatments may make a difference.

Bibliography

Campbell, D. T. & Stanley, J. C. (1966). Experimental and quasi-experimental designs for research. Chicago, R. McNally.

Comprehensive Ph.D. candidacy examination study guide

Instructions: Use the following questions as a study guide for your comprehensive exam. 4-5 questions will be presented to you for your comprehensive exam. You are to select and respond to 3 to meet the requirements for your comprehensive exam.

  1. Identify and describe a learning or instructional theory that helps explain the differences between Digital Natives versus Digital Immigrants in terms of their preferences and propensity to learn from graphics versus text as posited by Marc Prensky.
  2. Define the term "Digital Native" and describe how it is similar to and differs from related terms used to describe different types or generations of people (e.g., Millennial, Net Generation, Generation X, Y, Z).
  3. Characterize the evolution/theory of Instructional Technology from it's origins to the 21st Century. Use a timeline and help identify key authors (e.g., people who influenced the field) along with key dates and events.
  4. A university administrator approaches you with a request to develop training for his/her faculty on the design of e-learning programs. What would be your initial set of questions and/or comments and why would you ask those questions.
  5. Many argue against Instructional Systems Design (ISD) as an approach to the creation of training and educational materials and programs. What are the basic arguments against ISD and how would you address them.
  6. We know that training/education is appropriate only when the target population lacks skills and knowledge. What are other reasons why people do not perform and what performance interventions may be applied to address each performance problem.
  7. Discuss a history of instructional media with a focus on the progression of media toward the current applications of digital educational games. Include discussions of important (sometimes called "landmark") research that has influenced the evolution of instructional media.
  8. Discuss learning modality preferences, with a focus on print and visual components by citing appropriate historical and/or recent research.
  9. Discuss research design methods and statistical techniques that can be used to examine the effects of two instructional media components (Text/Print first vs. Graphics/Visual first) on attitude and performance of two groups of learners (digital natives vs. digital immigrants).

Dissertation research

Committee members:

Atsusi "2c" Hirumi (co-chair)
Stephen A. Sivo (co-chair)
Chuck Dziuban
E.H. "Mike" Robinson
Laura Blasi

Defended June 27, 2008

Predicting the performance of interpreting instruction based on Digital Propensity Index score in text and graphic formats

Practitioners have proposed that Digital Natives prefer graphics while Digital Immigrants prefer text. While Instructional Design has been extensively studied and researched, the impact of the graphical emphasis in instructional designs as it relates to digital propensity has not been widely explored. Specifically, this study examined the performance of students when presented with text-only and graphic-only instructional formats. The purpose of this study was to test the relationship between Digital Propensity Index scores of individuals and their performance when interpreting online instruction. A sample of students from the population of a large metropolitan university received the Digital Propensity Index questionnaire, which is a measure of an individual's time spent interacting with digital media. Each student was randomly assigned varying formats of a computer-based instructional unit via a public survey. The instructional unit consisted of the DPI questionnaire and six tasks related to the Central Florida commuter rail system.

Participants were asked to answer the DPI questionnaire on a website by clicking on a link in an emailed invitation. Following the DPI questionnaire, participants were randomly assigned to one of two groups. Group One saw three instructional tasks shown in text and shuffled in random order. Each task was displayed on its own webpage. By submitting an answer to the task, the group progressed through the website to the next task. Group Two saw graphic tasks first, again, shuffled in random order. After the first three tasks, the groups swapped instructional formats to view the opposing group's initial questions. Participants were timed on how many seconds they spent reviewing each task. Each task had an assessment question to evaluate the learning outcomes of the instructional unit. Finally, the DPI score of the participant was matched with the time spent viewing each presentation format.

The findings indicate that DPI score had a statistically significant prediction of time spent navigating each type of instruction. Though the link between DPI score and time spent navigating instruction was statistically significant, the actual measurable time difference between navigating text and graphic formats was only a fraction of a second for each increment in DPI score. Limitations and potential future research related to the study are discussed as well.

Distance Education: Technology, Process and Product

Course description: Instruction and how it is delivered at a distance. Examines technologies, processes, and products of distance education with emphasis on e-learning.

Instructional Treatment Plan

As a class assignment, I developed an instructional treatment plan for the following objective: Given a virtual working environment, avoid communication problems between virtual team members when working on a project.

We chose Nelson's Collaborative Problem Solving (CPS) model because team skills are a higher order thinking activity. Nelson says CPS is not appropriate for memorized or procedural tasks and a CRT item would be "waste precious instructional time" and that "CPS is most appropriate when there is not a single answer to a question or best way of doing something" (Reigeluth, 1999, p. 247).

CPS was also chosen because the collaborative element in a virtual environment forces the students to experience the very topic they're studying and writing about. Each of the process activities in CPS is a small assessment of the enabling objectives since the group can't move on to complete the assignment until they have normed, agreed on the problem, defined roles, etc. I thought the true assessment of the enabling objectives would be performed as part of the debriefing, reflection, and discussion at the end of the unit.

Many texts have the condition, behavior, and criteria/degree elements of objectives (Dick, Carey, & Carey, 2005, pp. 123-139; Kubiszyn & Borich, 2003, p. 82; Simonson, Smaldino, Albright, & Zvacek 2006, p. 129; Stolovitch & Keeps, 1999, p. 356) and that Hirumi added audience (2005, ¶ 6). We tried to follow the samples in Dick, et al. (2005, p. 139), for the condition/degree of assessing intellectual skills by specifying things like "at least five peer-reviewed journals" in the sample assessment rubric. The other assessment rubric items were modeled from Dr. Hirumi's performance criteria for this assignment and peer evaluation for the end of the course.

I believe I can ask the question, "could I observe the learner doing this?" (Kubiszyn et al., 2003, p. 80; Dick et al., 1999, p. 127) to each of the objectives we listed in the treatment plan as part of the measurable behavior component of the objectives. Granted, the observation would not have an associated percentage completion or accuracy, but that goes back to the complexity of multiple solution theory in CPS. Dick et al, p. 139 has several samples without a CRT item as the assessment criterion for intellectual skill objectives.

Ways to improve the treatment plan are to include some of the degree elements from the assessment rubric earlier in the objectives, add more description and content to the instructional events, create an activity for forming and norming teams and an activity for role selection, and investigate taking some fuzziness out of the objectives.

References

Dick, W., Carey, L., & Carey, J. O. (2005). The systematic design of instruction (6th ed.). Boston, MA: Pearson Allyn and Bacon.

Hirumi, A. (2005, August 1). Unit 4: Performance objectives supplement. Retrieved September 9, 2005, from http://webct.ucf.edu/eme6613c/Unit04/u04info.html

Kubiszyn, T., & Borich, G. (2003). Educational testing and Measurement: Classroom application and practice (7th ed.). Hoboken, NJ: Wiley / Jossey-Bass Education.

Reigeluth, C. (1999). Instructional-design theories and models: 2nd ed. Mahwah, NJ: Lawrence Erlbaum Associates.

Simonson, M., Smaldino, S., Albright, M., & Zvacek, S. (2006). Teaching and learning at a distance: Foundations of distance education (3rd ed.). Upper Saddle River, NJ: Prentice Hall, Inc.

Stolovitch, H. D., & Keeps, E. J. (eds.). (1999). Handbook of human performance technology: Improving individual and organizational performance worldwide (2nd ed.). San Francisco, CA: Jossey-Bass / Pfeiffer

Online University Instructional Treatment Plan - Unit 1.0 Virtual Teams

Unit Descriptors

Course title: Working Effectively in Virtual Teams

Unit Number and Title: Unit 1.0 - Virtual Team Communications

Terminal Objective: Given a virtual working environment, avoid communication problems between virtual team members when working on a project.

Enabling Objectives: When assigned a task to be completed in a virtual team, you should be able to:

  • Criticize unclear messages.
  • Select appropriate communication tools for specified tasks.
  • Evaluate advantages and limitations associated with virtual teams.
  • Examine strengths and weaknesses of selected communication tools.
  • Predict typical communication problems of virtual teams.
  • Compare and contrast virtual and F2F team communications.

Prerequisites:

  • Access and knowledge to use tools for virtual communication (email, chat, text messaging, etc)
  • Entry behaviors
    • minimum 12th grade ability in reading, writing, and comprehension
    • ability to navigate and print websites on the Internet

Time Requirements: Approximately 1 week

Instructional Strategy and Media Selection

Designer's Notes: Collaborative Problem Solving

This unit does not cover attitudinal parts of the lesson. The Collaborative Problem Solving grounded instructional strategy has been modified to meet the needs of this unit. CPS is a learner-centered learning environment, with a learn-by-doing participation attitude for participants, and the encouragement of exploration of multiple perspectives. CPS is not suited for learning factual information or procedural skills, rather different ways to apply a complex set of knowledge to different ways to complete a task (Reigeluth, 1999). The majority of this portion of the training is intended to be web-based.

Unit 1 Instructional Strategy

Instructional Events Description Interaction Media & Tool Selection
Build readiness (Prepare students for project.) Creating an authentic learning problem is essential at this point (Stinson & Milter, 1996). 

The review of the unit should address benefits and pitfalls of group work and how the group products will be evaluated. The instructor should ask students questions about the process and respond with appropriate adjustments, if necessary. Defining the exact problem for virtual teamwork should be done in collaboration with the learners. To guide the problem, the following guidelines should be used:

  • develop problems to encourage critical thinking and problem-solving skills
  • use issues relevant to the learners
  • use novel problems or ones that address significant, current problems

Learners will read the introduction on pages 118-119 on virtual team communications in the assigned text. Learners will also review the included web sites on the subject to help them become familiar with the subject matter.

Unit Overview

Unit 1.0 provides an overview of virtual teams by: (a) discussing benefits and pitfalls of virtual teams; (b) comparing them to face-to-face interaction; (c) listing rules and etiquette for virtual communication. The primary purpose is to avoid communication problems when working in virtual teams. Since Unit 1 is the start of your group work in this course, it will take slightly longer than other units with a full week commitment to complete. Start by reading pages 118-119 of your text to become familiar with the subject matter. When you have a good feel for the introductory text, post an authentic problem to the bulletin board you think might be possible to solve in the course of this unit. At the end of this unit, you will be assessed on your content knowledge and skills, group-process skills, and metacognitive strategies.

learner - instructor, learner - content Discussion board, text, web resources and email. 
Form and norm groups

Users form their own groups of three to six members by posting profiles of their gender, ethnicity, relevant pre-existing knowledge or skills, and previous experience with working on a team (Reigeluth, 1999, pg. 259). Interested team members reply to posts to form groups.

The instructor may need to assist learners having trouble finding a group. 

Instructor will create private discussion boards for each group or students will create a Yahoo group or use another collaboration tool with instructor approval. As part of the norming process, members should agree on operational guidelines.

Assignment: Form Groups

Post a short comment about yourself to the bulletin board with at least the following information: the problem you are interested in solving, sex, ethnicity, relevant knowledge or skills, and previous experience working with a team. Form teams of no less than three and no more than six members by replying to biographies. Each team should work with at least one person who is not already known. When teams are formed, send a short paragraph of some agreed upon operational guidelines for the group to the instructor.

learner - learner, learner - instructor. Discussion board, Internet resources.
Determine a preliminary problem definition

Students will explore the challenges of virtual teams by reading pages 120-135 in the text on virtual team communications, and refer to suggested web sites that deal with the topic. 

Based on their findings they will summarize and determine which direction they wish to pursue in virtual team communications.

They will need to focus on challenges facing virtual teams and validate these findings through their own virtual team experience.  Each student will maintain a log of events throughout the virtual team experience.

Assignment: Preliminary Problem Definition

Develop a common understanding of the problem the group will solve. Each group member should post a short statement of their understanding of the problem. The group should choose one for the next step, and post it to their group presentation site. Be sure the selected problem statement has enough information readily available to support a timely solution before moving to the next step.

learner - learner, learner - content Discussion board, chat, instant messaging
Define and assign roles

Scribe and moderator are pre-determined by instructor.

Students will need to determine and assign roles to other team members.

It is important that the team member selected to be the moderator is aware of what is involved in keeping the project moving forward.

The course information in WebCT on team roles will need to be reviewed.

Assignment: Assign team member roles

Students will need to understand the importance of clearly defined roles for an effective virtual team project.  Each student will volunteer for a specific role within the team.  Each student must understand the role they will be taking on to avoid misunderstandings and to make sure that each team member in a virtual team has a clearly defined role.

learner - learner, learner - content Discussion board, internet resources, email, chat, instant messaging.
Engage in collaborative problem-solving process Learners engage in whatever means necessary to solve the problem. 

Students will use the text, suggested web references, other web resources, and library resources to research their proposed problem. 

Students will need to clearly identify the area their specific area of research on virtual team communications being mindful of the strengths and weaknesses of virtual teams.

Instructor will be available to answer online questions via the bulletin board, or email.

Assignment: Engage in collaborative problem-solving.

All team members need to contribute to the collaboration process.  All team members will be expected to reply to discussion postings, virtual chat meetings (at established group times).  Also, every team member is expected to participate in the instructor-student online chat session during the project as assigned by the instructor.

learner - learner, learner - instructor, learner - content, learner - other, learner - interface, learner - environment Discussion board, email, internet, chat, text
Finalize the solution or project Students will write a 5-page group report on their findings. 

This report will be posted to the course web site for other students to view and for the instructor to provide feedback and evaluation.

Assignment: Finalize the project

Review the assessment guidelines and write a 5 page group report on the findings of virtual teamwork. Post the final report to your group's presentation site.

learner - learner Web page, discussion board, email.
Synthesize and reflect Each student will submit a one page summary of their experience being part of a virtual team.  This summary will focus on the challenges of virtual teams, positives and negatives of the experience, and finally a recommendation for future virtual team events. Students should also identify newly acquired skills from the group project and what, if any, metacognitive strategies they employed.

They will post two bulletin board postings on their recommendations for improving the virtual team experience.

Part of this learning experience will also include a general chat time with the instructor on the experience as a whole.

Assignment: Synthesize and Reflect

Write a one page reflection. Discuss the challenges of working in a virtual team, the positives and negatives of the experience, what skills you acquired in the process, and what metacognitive strategies you employed, if any. Generate at least two recommendations for improving future virtual team events and post them to the bulletin board. Watch for a notice from the instructor about meeting in the chat room for a whole-class debriefing.

learner - learner, learner - instructor Discussion board, chat, email.
Assess products and processes Each student will evaluate their learning experience and assign letter grades to each member of the group based on the specified course criteria using a teamwork evaluation form.

Students will provide comments on other student work in a constructive fashion via the bulletin board.

Instructor will provide feedback on each groups report and virtual team summaries.

Instructor will distribute electronic survey via email to all students to provide feedback on the virtual team experience.

learner - learner, learner - instructor Evaluation form, discussion board, email and multiple choice survey
Provide closure Each student will receive a final grade on their final product, which will include a group grade, and instructor direct feedback.

The group evaluations will be summarized and shared with each member of the group for feedback.

Student's will post wrap up insights on the whole process and will include what worked and what didn't work discussion posts.

learner - learner, learner - instructor Discussion board, email, grade tool.

Media Selection Rationale

Webpages were selected to deliver most instructional events for a number of reasons (the tools in WebCT will be used for the project):

  • Webpages provide the most accessible means of providing a combination of audio, video, text and graphics.
  • The content and learning objectives for this unit is primarily focused on higher order cognitive skills. As such, the use of interactive online tools is essential for immediate feedback.
  • No face-to-face interaction is necessary for virtual teams (and defeats the purpose of the virtual team experience).
  • Web content can serves as a job aid for future reference.
  • Face-to-face time requirements are eliminated for team members.

Email, chat, discussion board, and whiteboard will be used for various parts of the virtual team process:

  • Email will be used for communications between individual team members and the instructor when communication does not need to include the entire group.  Students need to learn the nuances of email usage and the impact that is has on communication in virtual teams.  Poorly worded emails or emails typed accidentally in all uppercase may offend the receiver or at least make the send appear confused.
  • Email etiquette is critical for students to learn so that they are less likely to send emails that are confusing or improperly worded.  In a business or other professional environment emails must be written professionally and clearly. 
  • The chat room feature of WebCT exposes the students to an interactive communication (like instant messaging) in a group format.  The more experience students get with collaborative virtual communication tools the better they will be prepared for their future careers.
  • The discussion board is useful for posting questions or statements that need to be viewed by a wider audience.  It also permits a threaded conversation to occur with input from a variety of participants.
  • Deciding what types of messages are best suited for which media will make all of the difference in the effectiveness of the virtual teams communications.

Unit 1 Learner Assessment Alignment Table

Designer's Notes: The enabling objectives for Unit 1.0 focus on higher order thinking skills, therefore an essay, discussion, and reflection are necessary for assessing virtual teamwork knowledge. The terminal objective for the virtual teamwork unit focuses on the cognitive domain. Each objective addresses the audience, required behavior, condition, and criteria or degree to which the performance will be measured.

Unit 1 Learner Assessment Alignment Table

Skill Objective Domain Method Item/Criteria
Communicate effectively in virtual teams Terminal objective 1.0 - Given a virtual working environment, avoid communication problems between virtual team members. Cognitive reflective discussion learner reflection, potential for real-world success, and the group processes of each team
Criticize virtual team communications Enabling objective: 1.1 - Given example communications from virtual teams, criticize virtual team communications. Problem solving reflective discussion, post test: essay

learners' gains in content knowledge and skills, group-process skills, and metacognitive strategies

  • Shows ability to criticize messages in virtual teamwork with clear rationale and grounded research.

Select appropriate communication tools for specified tasks.

Enabling objective: 1.2 - Given a problem situation, select the appropriate communication tools for the specified tasks. Concept reflective discussion, post test: essay

learners' gains in content knowledge and skills, group-process skills, and metacognitive strategies

  • Correctly selects the most effective communication tools for specified tasks.

Evaluate advantages and limitations associated with virtual teams.

Enabling objective 1.3 - Given a teamwork situation, evaluate the advantages and limitations associated with using virtual teams. Cognitive

Post test: essay

  • Evaluation of advantages and limitations associated with virtual teams is supported by at least five peer-reviewed journal articles.
Examine strengths and weaknesses of selected communication tools. Enabling objective 1.4 - Given a list of communication tools, evaluate their strengths and weaknesses. Problem solving Post test: essay
  • Examines at least five strengths and five weaknesses of at least two communication tools identified in peer-reviewed journal articles.
Predict typical communication problems of virtual teams. Enabling objective 1.5 - Given a teamwork situation, predict the problems typically associated with virtual teams. Cognitive Post test: essay
  • Predictions of typical communication problems of virtual teams are supported with real-life cases.
Compare and contrast virtual and F2F team communications. Enabling objective 1.6 - Given a communication scenario, compare and contrast the using F2F or virtual environments as the communication medium. Cognitive reflective discussion, post test: essay

learners' gains in content knowledge and skills, group-process skills, and metacognitive strategies

  • Compares and contrasts virtual and F2F team communications.

Appendix: Sample Assessment Instruments

Teamwork Evaluation Form

Your Name:
Name of Individual Being Evaluated:
Date:

Total Score: ____ /25pts

Quality (___ /5pts): Completed all assignments to the level of quality expected by the group.

Responsibility (___ /5pts): Completed all assignments in a timely manner. Attended meetings.

Interpersonal Skills (___ /5pts): Worked well with other team members.

Attitude (___ /5pts): Projected positive attitude throughout project.

Contribution (___ /5pts): Contributed to the group in an equitable fashion.

Percent (%) Contribution:

Estimate the % contribution of the team member you are evaluating under the column marked "Individual" for major tasks completed by the team for each assignment. The % contribution of the individual plus the % contribution of all others MUST add up to equal 100% for each major task

Tasks % Contribution
by Individual
% Contribution
by All Others
     
     
     
     

 

Letter Grade: _____ (Letter grade is base on the team members overall contribution to the virtual team experience). 

 

Additional Comments:

 

 

 

Sample assessment rubric for measuring achievement of terminal objective Unit 1

Exemplary
  • Shows ability to criticize messages in virtual teamwork with clear rationale and grounded research.
  • Correctly selects the most effective communication tools for specified tasks.
  • Evaluation of advantages and limitations associated with virtual teams is supported by at least five peer-reviewed journal articles.
  • Examines at least five strengths and five weaknesses of at least two communication tools identified in peer-reviewed journal articles.
  • Predictions of typical communication problems of virtual teams are supported with real-life cases.
  • Compares and contrasts virtual and F2F team communications.
  • Completes all assignments to the level of quality expected by the group.
  • Completes all assignments in a timely manner.
  • Works well with other team members.
  • Contributes to the group in an equitable fashion.
  • Projects positive attitude throughout project.
  • Assignment products have minimal to no spelling or grammatical errors.
Proficient
  • Shows ability to criticize messages in virtual teamwork with logical rationale and research.
  • Correctly selects appropriate communication tools for specified tasks in most cases.
  • Evaluation of advantages and limitations associated with virtual teams is supported by at least three journal articles.
  • Examines at least five strengths and five weaknesses of at least two communication tools identified in journal articles.
  • Predictions of typical communication problems of virtual teams are supported with theory.
  • Compares and contrasts virtual and F2F team communications.
  • Completes most assignments to the level of quality expected by the group.
  • Completes most assignments in a timely manner.
  • In general, works well with other team members.
  • Contributes to the group in an equitable fashion.
  • Projects positive attitude most of the time.
  • Assignment products have repeated spelling or grammatical errors.
Developing
  • Does not provide logical rationale for criticizing messages in virtual teamwork.
  • Does not select appropriate communication tools for specified tasks.
  • Evaluation of advantages and limitations associated with virtual teams is not supported with research.
  • Does not examine at strengths and weaknesses of communication tools using publications.
  • Does not support predictions of typical communication problems of virtual teams with research.
  • Does not effectively compare and contrast virtual and F2F team communications.
  • Does not complete assignments to the level of quality expected by the group.
  • Does not complete assignments in a timely manner.
  • Does not work well with other team members.
  • Does not contribute to the group in an equitable fashion.
  • Projects negative attitude throughout the project.
  • Assignment products have material or significant spelling or grammatical errors, making the assignments difficult to read.

References

Reigeluth, C. (1999). Instructional-design theories and models: 2nd ed. Mahwah, NJ: Lawrence Erlbaum Associates.

Stinson, J. E. & Milter, R. G. (1996). Problem-based learning in business education: Curriculum design and implementation issues – Drawing on eleven years experience with a problem-based learning MBA program, curricular design and implementation. Retrieved March 1, 2006, from Ohio University Web site: http://www.ouwb.ohiou.edu/stinson/PBL.html

Editing Professional Writing

Course description: The study of major issues in editing, including levels of edit, grammar and mechanics, visuals, style, and the impact of technology. Learn how to edit a variety of professional documents (which could include correspondence, reports, instructions, proposals, online help, or Web sites) to make them more usable to their intended audience. Explore both copyediting and comprehensive editing and learn how to apply these to professional documents. In addition to learning how to edit the content, organization, style, and mechanics of professional documents, explore how the editing process is rhetorical. Finally, explore various ethical, legal, and manag