5 Mistakes to Avoid When Working with Subject Matter Experts

Working with subject matter experts (SMEs) isn’t always the easiest part of developing an eLearning course. Subject matter experts can sometimes be demanding. And they can even (unintentionally) be barriers to success if they are uninterested in the development process or instructional design standards. But they play an important role for you as an eLearning developer.

The truth is, you and your subject matter experts need each other! They possess information you need to solve their problem—it’s symbiosis! The bottom line is, when it comes to developing an eLearning course, it’s your job to maintain a positive relationship with your subject matter experts.

Here are five mistakes to avoid when working with subject matter experts.

Mistake #1: Not Defining Good eLearning

working with subject matter experts

After working in the field of eLearning for many years, it’s easy to forget that not everyone knows what good eLearning is! This is especially true when you’re working with subject matter experts. More often than not, the subject matter experts you work with are not in the learning and development field.

When working with subject matter experts, don’t make the mistake of assuming they can recognize good eLearning. Subject matter experts might have a vague idea about the concepts of computer-based training, but their knowledge might be five, 10, or 15 years out-of-date. When you first meet with your subject matter experts, make a point to educate them about the qualities of good eLearning design. Show them examples of your work, and encourage them to ask questions. Don’t end that meeting until you’re on the same page!

Mistake #2: Not Educating Them About the Development Process

working with subject matter experts

Just like mistake number 1, it’s easy to assume your subject matter experts understand the overall eLearning development or project management process. Although your subject matter experts may have been involved in many different projects, that’s no guarantee they’ll understand things like storyboards, prototypes, or review cycles.

When working with subject matter experts, don’t make the mistake of failing to educate them about the eLearning development process. During your initial meetings, take the time to explain the development process and the purpose behind it. Explain what they should expect during each phase of the process, and explain any terms they may not understand. Ask questions during your initial kickoff meeting to learn what perceptions they have about eLearning. Taking the extra time to educate your subject matter experts not only makes your life easier, but it also demonstrates your expertise and builds credibility.

Mistake #3: Not Clarifying Their Role

working with subject matter experts

Not all subject matter experts are the same: some like to be heavily involved, and others barely have time to respond to your work. Either way, it’s your job to clarify what role they play in the eLearning development process. As I mentioned earlier, you and your subject matter experts need each other. They possess the information you need to solve their problem. Your job is to get it from them (hopefully without being too much of a pest).

When working with subject matter experts, don’t make the mistake of letting them make assumptions. When you fail to set expectations with your subject matter experts, you run the risk of losing control of the project or finding they have disengaged altogether. Make sure to explain to your subject matter experts what you need from them when you deliver a storyboard for review, or the frequency in which you need to meet. Creating an eLearning project plan is an excellent way to establish accountability and ensure your subject matter experts play an active role throughout the project.

Mistake #4: Not Providing Clear Deadlines

working with subject matter experts

Because many subject matter experts have never worked on the development of an eLearning course, they can underestimate the time and commitment required from them. Many subject matter experts believe their only job is to tell you what they want and wait for the final product. Because of this, they may fail to dedicate the time required to participate in the development process. You can show them a better way, but they will likely need your guidance.

When working with subject matter experts, make sure they have a clear understanding of their deadlines. Do this by creating a project schedule that indicates who is responsible for each deliverable. Share this with you subject matter experts and give them the opportunity to compare it against their schedule and workload. Be willing to let them alter the dates if necessary. It’s always better to work out kinks in the project schedule as early as possible.

Mistake #5: Not Discussing Their Goals

working with subject matter experts

Too often, subject matter experts think of eLearning in terms of what learners need to be “aware of.” In reality, learners don’t need to “be aware” of anything! What learners really need is the knowledge, skills, and practice to change or emulate specific behaviors. This is important because behaviors tend to have a direct correlation to a business result and are measurable against a goal.

When working with subject matter experts, don’t make the mistake of not discussing their goals for the course. What measurable results are your subject matter experts hoping to achieve as a result of learners taking the course? Even if they can’t answer that question, it shows you’re interested in helping them achieve positive business results.

How else do you set yourself up for success when working with subject matter experts? Share your tips by commenting below!

Additional Resources

Tim Slade
Tim Slade is a speaker, author, and award-winning freelance eLearning designer. Having spent the last decade working to help others elevate their eLearning and visual communications content, Tim has been recognized and awarded within the eLearning industry multiple times for his creative and innovative design aesthetics. Tim is a regular speaker at international eLearning conferences, is a recognized Articulate Super Hero, author of The eLearning Designer’s Handbook and creator of The eLearning Designer's Academy.

3 Responses to “5 Mistakes to Avoid When Working with Subject Matter Experts

  • Janine Whitling
    4 years ago

    Great article Tim, some very valuable points. Simple but oh so important.

  • Tim I am addicted to your posts. It has become a ritual to read your posts before starting my work day. Keep doing the great work.

Leave a Reply Text

Your email address will not be published. Required fields are marked *

We all know how important it is to create a project plan before starting work on any eLearning project. But sometimes, you just need a good notebook to organize your ideas, timelines, and project information. This is where the eLearning Project Plan Notebook can help!