---+ Course Authoring * Persona: Edna the Admin * Motivations * Firm-wide Compliance Policy * Might need to present an event * Super-efficient, fast. * Manage CPE needs of many professionals * Come off as super competent. * Championed the product. Invested in success. * Flawless, error-free. Stickler for details. * Happy users = happy Edna. * wants to create content to sell, in service to firm revenue * Activities * Create program * Create Content * Enter course detail/metadata * Create assets (materials) * Upload / create other media content * Create quizzes * Create questions * Create answer key with reinforcement * Create final exam * Write the questions and answers * Create answer key * Determine timing * Determine placement (timing) of quizzes * Determine audience * Decide if it will be for credit? * What credit valuation to use? (word count or pilot test) * Determine jurisdictions/credit type * Create/attach eval * Create/attach certificate * Create from scratch * Create from template * Attach to a course * Test it * Invite people to take * Assign to users * Add to catalog * Make avail for sale * Download AICC files * Market/communicate it out * Make it SCORM * Duplicate * Edit * Expire/remove * Create from re-broadcast * Role defined: shes does everything * Persona: Paul the Publisher * Motivations * Quality CPE product (in service to revenue) * Innovation * Recognition for great courses * Reduce or eliminate customer issues * Activities * Ensure royalties * Review course/run tests (send back if necessary) * Review metadata and XML * Run script to to activate * Set it up in Unison/CUAS * Notify team that course is available * Run build for IRS CD * Persona: Tom the Tech Review * Motivations * like to make things accurate * love compliance * want an easy experince for my learners * $$ - sell more * make my course popular * wants to meet their dates * reputation * promotion oppys * Activities * read manuscript * research regulations * correct errors * verify with NASBA regs * re-write questions * validate required elements are present * make sure course is easy to consume * determine what content needs to go into supplement * keep supplements up to date, etc * determine FOS * estimate credits (CPE) * evaluate for pilot testing * send to HYD * QA after receiving from HYD * send to production for pilot testing * review pilot test comments * make edits as needed * decision to loop back thru * assign for final review and publication * evaluate course level (NASBA) * Role defined: Technical editor responsible for ensuring the technical accuracy of a course from a tax, accounting, and NASBA perspective * Persona: Artie the Author * Motivations Wants to get paidCredit (notoriety)Share knowledgeReputation * Activities * research content * create outlines * Create footnotes * write questions * create learning objectives * write stuff * deliver content to TR staff (electronically) * Use TR glossary pool * Role defined: responsible for actually writing/creating/updating the actual content (words on paper, learning objectives) * Persona: Ingrid the Instructional Designer * Motivations make cool stuff!make courses creativewant courses to be funengage the learnertechiehave fun at their jobwant to effectively solve the learning objectivesmake learning more efficientwant to be unique * activities * identify content for audio clips * identify good video clips * create scenarios * explore engagement * record clips (audio and video) * suggest raptivity elements * suggest pictures/photos * QA course * Role defined: responsible for making sure the course meets learning standards for adult learning principles * Persona: Partha the Production person * Motivations * Have fun and be recognized * Learn and get promoted * Deadline focused * Meet (or exceed) TE expectations * Be creative * Activites * Convert course to XML * Edit XML * Create course glossary * Add graphics * Add interactivity components * Add video components * Course layout * Run smoke tests * Create supplements * Review Course * Send to TE for QA * Role defined: 'process associate' responsible for taking the outputs from the TE and ID and making them into the actual course, utilizing their creative talents