Technical Survey to Develop Online Training.
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A technical survey for online training (e-learning) is the systematic process of gathering information, analyzing needs, and defining necessary requirements before designing, developing, or implementing any virtual educational material.
Its main objective is to diagnose knowledge gaps (Training Needs Assessment), understand the technical and organizational context, and establish functional deliverables to ensure that the training is effective, measurable, and accessible to end users.
- Main Phases of the Technical Survey.
- 1. Training Needs Assessment (TNA):
- ......o Identify the gap: What do employees currently know how to do and what do they need to know?
- ......o Interviews and surveys: Talk to area leaders and end users to understand their real problems.
- ......o Objectives analysis: Define what business results or performance are expected to be achieved with the training.
- 2. Target Audience Analysis (User Profile):
- ......o Analyze the characteristics of the students: age, level of prior knowledge, digital skills, interests, and learning style.
- ......o Evaluate the work environment: Do they have access to fast internet? Will they learn from a cell phone or a computer?
- 3. Definition of Technical Requirements:
- ......o Platform (LMS/LXP): Is SCORM, xAPI (Tin Can) compatibility required to upload the course?
- ......o Devices: Should the course be responsive (work on mobile devices)?
- ......o Multimedia formats: Videos, infographics, interactive games, or assessments?
- ......o Safety and accessibility: Compliance with standards (e.g., WCAG 2.1).
- 4. Content and Expert Analysis (SMEs):
- ......o Identify who is the subject matter expert.
- ......o Collect existing material: manuals, presentations, procedures, or videos that can be reused.
- 5. Production and Resource Analysis:
- ......o Define the necessary resources: instructional design staff, video editors, voice actors, authoring tools (Storyline, Rise).
- ......o Establish timelines and budget.
- Tools for Technical Surveying.
- • Structured interviews: With managers and employees.
- • Technical surveys: Brief questionnaires for prospective users.
- • Workshops: Collaborative design sessions.
- • Observation: Analyze how the task is currently performed.
In summary, the technical assessment avoids creating unnecessary content, ensures that the technical tool is appropriate, and guarantees that the investment in training translates into improved performance by differentiating the needs of the project (deadlines, costs) from those of the product (course format).
- DATA:
- DATA FOR CREATION:
To create effective online training (e-learning), you must gather structured data that covers everything from the audience's needs to the technical aspects. Key information is divided into diagnosis, audience, content, and evaluation.
- 1. Training Needs Assessment (TNA) Data.
- • Current situation: What knowledge or skills do users have now?
- • Desired situation: What actions or results should they be able to demonstrate after the training?
- • Performance gaps: What exactly do they need to learn to close the gap between the current and desired situation?
- 2. Audience Data (Participant Profile).
- • Level of prior knowledge: Are they beginners or experts on the subject?
- • Learning style: Do you prefer videos, texts, simulations, forums, or practical activities?
- • Time availability and technological access: On what devices will you take the course (mobile, PC)? Do you have a stable connection?
- 3. Content Data and Learning Objectives.
- • Specific topic: Define the specific scope (avoid covering too much).
- • Learning objectives (transformation): What is the change that the audience will experience (point A to point B)?
- • Existing educational material: Manuals, presentations, YouTube videos, guides already used in the company.
- • Thematic structure: Division of the course into modules, units and lessons.
- 4. Assessment and Certification Data.
- • Assessment methods: How will you measure learning? (Quizzes, exams, simulations, case studies).
- • Approval criteria: What minimum score do they need to pass?
- • Recognition: Will a certificate or proof of attendance be provided?
- 5. Technical and Platform Data.
- • LMS (Learning Management System): Platform where the course will be hosted (e.g., Moodle, WordPress, TalentLMS).
- • Multimedia Formats: Instructional videos, infographics, interactive presentations.
- Checklist Summary:
- 1. Transformation objective
- 2. Structured syllabus
- 3. Defined target audience
- 4. Evaluations (quizzes)
- 5. Multimedia resources (videos, PDFs, etc.)
- 6. LMS Platform
- DATA FOR ADMINISTRATION:
To manage online training effectively and ensure its success, it is necessary to collect data at three key stages: before, during, and after the course. This data allows you to measure the impact, improve the quality of the content, and track participants.
Here is the essential data to collect:
- 1. Registration and Identification Data (Before training).
- • Personal/Work Information: Full name, email address, employee ID, area or department, position/title.
- • Level of Prior Knowledge (Diagnostic Assessment): To identify learning gaps and specific needs (DNC - Detection of Training Needs).
- • Participant expectations: What they expect to learn or achieve.
- 2. Monitoring and Participation Data (During training).
- • Attendance and Registration: Start and end time of connection (entry/exit logs).
- • Course Progress: Percentage of progress, modules completed, lessons viewed, and materials downloaded.
- • Interactivity: Participation in forums, chats, interactive games and video viewing time.
- • Partial Assessment Results: Quiz scores per module to measure immediate understanding.
- 3. Evaluation and Closure Data (After training).
- • Satisfaction Evaluation (Surveys): Opinion on the quality of the material, the speaker/instructor, the technological platform and the usefulness of the content.
- • Final Learning Assessment: Final grade, passing or failing the course.
- • Completion (Completeness): Index of people who completed the course vs. those enrolled.
- • Impact of Training: Post-training evaluation (ideally 1-3 months later) to measure whether the knowledge was applied in the workplace (improvement in performance).
- Recommended Tools.
- • LMS (Learning Management System): Such as Moodle, Canvas, or enterprise platforms to automate collection.
- • Online forms: Google Forms or Microsoft Forms for assessments and attendance.
- • Spreadsheets/Dashboards: Excel or BI tools to organize, analyze and visualize data (Dashboards).
- Privacy Notice.
It is essential to integrate a personal data protection clause and company privacy policy when collecting this information, especially if sensitive data is being handled..
- Additional Requirements:
- List of processes.
- List of procedures.
- List of machinery.
- List of machines.
- List of systems.
- List of departments.
- List of personnel.
- Customer list.
- List of roles.
- List of production lines.
- List of production plans.
- List of main faults.
- List of current problems.
- List of losses.
- List of kpi's main departments.
- If you are not yet convinced about purchasing our product, service, or course, we can conduct a technical assessment at your facility to provide greater clarity and precision regarding the scope of the report we deliver. This assessment costs USD $60,000.00 and will be carried out over two weeks at your location. This fee will be refunded upon purchase of the product, service, or course; otherwise, it will not apply.
- Technical Assessments: Service Description.
- We offer these options to clarify the technologies.
- Courses for:
- Executives.
- Beginners.