Thursday, February 02, 2006

Subject Matter Experts (1)

Adam Shapiro from MCQI posted the following question on ElNet about working with subject matter experts for training materials development.

Having had some discussion of the role of subject matter experts, I'd be interested in hearing your strategies for ensuring that you get the best value out of your SMEs. I don't mean how do you flog them into a work frenzy, but rather, what are your strategies for ensuring that:

1. You have a good SME who knows their stuff to begin with;
2. You create an environment in which they can contribute to the best of their ability.

Also, what do you do when 2 SME's disagree and you're the piggy in the middle?


Just addressing the first question, a lot of this depends on the nature of the subject matter.

If it's widely understood, well documented & stable then finding an SME shouldn't be too difficult & neither should getting their work checked.

You will face more challenges if the subject:
- Is a niche area.
- Has a small or non-existent literature.
- Is changing rapidly.
- Has several divergent (& mutually hostile) approaches.

Some comments:

Trust & personal recommendation can play a key role. Is this person respected by their peers & by your colleagues?

Who is the ultimate decision-maker / stakeholder - i.e. who is paying for course development? What are their opinions of the SME or the SME's approach? And what does the SME think of them? Ideally, these two should be aligned.

Most experts have egos. These need handling. Some think their expertise expands beyond their actual domain areas - into things such as instructional design. How much you massage these egos vs. battle with them is a moot point. Establishing your own credentials as an SME in your space is crucial. Getting to Yes & Dealing with People You Can't Stand have some useful things to say here.

Some SMEs are highly articulate. Others seem to spout pure gibberish. Your own interviewing & communication skills will be therefore be crucial.

A final word about scope & audience: Pitching material at the right level of understanding is a fine art. If you are unclear about the needs of your audience then do not expect to get the best out of your SME.

Ideally your expert will be well-respected, modest & a good communicator (and I have been blessed with those). But do not rely on this.

Regarding Piggy-in-the-Middle. The critical thing is to get out of being in the middle. Depending on context you can:
- Lock them in a room until they come up with a single point of view.
- Present both points of view in the final deliverable.
- Get the key stakeholder to make the final call (if it's a major content point).
- Agree an objective criteria for deciding between the two.

Do not let them wage proxy wars through you or slip through changes on the sly. After many painful experiences I have learnt that you can never avoid conflict, only delay it.

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