Subject matter experts or SMEs... You may be the learning expert, but SMEs are the experts in their business! They are an essential part of the learning material development lifecycle and provide valuable content-expertise, context and general wisdom.
But how do you make the most of your time with them, whether in initial meetings or during review cycles? Let鈥檚 look at some different types of SMEs and how to get the most out of each.
These guys and gals are gold. They鈥檝e been hanging out for this learning for a long time and are itching to get started. Enthusiasts have ideas about everything 鈥 the content, the delivery and even how to spread the learning far and wide. They will probably already have diagrams, videos and articles ready to go and they expect the learner will have the same enthusiasm for the topic that they do.
How to make the most of your time with them: You might need to rein enthusiasts in. Set expectations right at the start; who the learners are and how much they need to know. You may need to remind 'enthusiasts' that providing Andrew in Accounting with an immersive 3D adventure in the intricacies of kiwi breeding is slightly out of scope, and no, we probably won鈥檛 use that video with copyright music they shot on their phone.
The opposite of the enthusiast. They may be an expert but they think the learning isn鈥檛 needed, the learning won鈥檛 work or maybe they鈥檙e not a fan of the chosen learning solution (looking at you, eLearning!).
How to take them on the journey: With these SMEs it鈥檚 even more important to build rapport and get them engaged. Use your empathy muscles and listen to what they are saying. Their scepticism may well be founded in reality. Ask how they would approach the learning and be sure to touch on the 鈥榳hy鈥 early on. Show appreciation for their organisational knowledge.
Well technically all SMEs are experts, but The Expert鈩 is the expert of all experts. They know the manual inside out and back to front and that isn鈥檛 even the start of what's inside their head. They have expectations that by the end of the learning, everyone will be as expertly expert as they are!
How to tap into their wisdom: The trick here is to help them differentiate between 鈥榥eed to know鈥 and 鈥榓bsolutely everything about the topic鈥. One method for this is asking the question 鈥淲hat does the learner need to be able to do in their job?鈥. This usually brings out the essential points.
These SMEs also tend to have great attention to detail and nuance is important, so expect lots of changes through the review process. Use this to your advantage 鈥 believe it or not, they know what they are talking about.
These SMEs just have no interest in technology when good ol鈥 pen and paper will do, but you can be sure that their experience in the field is second to none. This SME prefers face-to-face communication and they might print out documents to give handwritten feedback.
How to get them cooking with gas: With these SMEs, removing the barriers around technology is key. For virtual workshops and meetings it鈥檚 a good idea to run an icebreaker activity which uses all the tools that are in the session. This is a great time to iron out any technology problems!
Finding a SME 'head-honcho' to consolidate handwritten feedback into review documents will prove invaluable with this type of SME.
Conversationalists often come in pairs (although sometimes you get one solo, chatting away into the void). Whether in design workshops or in the comments section of review documents, these folks raise questions and then respond to questions with more questions until every last detail has been hashed out.
How to make the most of your time together: Conversationalists are great at digging into the finer details and raising valid points, but this is where it is valuable to have a 鈥榟ead SME鈥 to interpret and consolidate feedback. This helps keep everyone sane. Being very clear with expectations upfront is important too.
Usually an enthusiast is in the first meeting but then they disappear off the face of the planet. Often the learning is near and dear to them but they run their own company in the industry, are a high-flying manager or just have a job to do and somehow they never manage to turn up to subsequent meetings or give feedback.
How to get them onboard: Make every moment valuable! Keep meetings short and to the point and, when asking for feedback, be very specific about what they are giving feedback on and when they need to do it by.
Set expectations early on and give time frames for review cycles. These people are busy and need to plan. Above all, be accommodating and flexible.
Not usually an expert in the topic but they have lots of expertise 鈥 they will be the recipient of the learning (and boy, have they participated in a lot of learning!). These peeps are at the coalface, know exactly what they need to do their job, and what they do and don鈥檛 like in learning.
How to learn from them: Make the most of their on-job experience. These folks have all the dirt on what鈥檚 going down in the workplace. They will have stories, anecdotes, what works well and what doesn鈥檛 work well.
When they ask, 鈥淲hy do we need to know this?鈥 you better have a good reason!
No matter which SMEs you are working with, there are some overall things to keep in mind.
Your SMEs are probably giving their time on top of their busy job or life.
Research the topic before you chat with your SMEs and learn some jargon. This will make the process and experience smoother for everyone.
Your head SME consolidates opinions and feedback and has the final say on anything contentious.
This applies no matter which flavour of SME you鈥檙e working with.
Being a SME is a hard job and they are essential for creating great learning.
Check out this free module to see 10 ways you can lift your game!