Think back on every one of your failed New Year’s resolutions. The reason you failed probably had something to do with abstract, unspecific goals: get thin, exercise more, enjoy life more. Without clarity, it’s nearly impossible to figure out how to succeed. You’re doomed by January 2.

Goals should be less abstract, more concrete

[Image: Flickr user opensourceway]

The same kind of thinking can harm a new e-learning project. Unspecific goal-setting can prevent you from knowing if your e-learning project is a success. If before you begin developing your training curriculum, you specify abstract goals like, “train employees,” “put this PowerPoint presentation online,” or “set up e-learning infrastructure,” you’re bound for failure. Instead, think about what success looks like, think about how you’ll arrive at success, and you’ll know if your online training program is doing what it should.

An easier way of arriving at a list of goals is to pose these simple questions to yourself or your team:

• Why do you want to do the training?
• What will your learners get out of it?

When you answer these questions, make sure to attach a number (like a percentage), so it’s measurable and a due date, so you have a focus and target–a must for continued funding.

Measurable, actionable and realistic e-learning goals

As soon as you pose meaningful questions to your team, you’ll find it’s much easier to create measurable, actionable and realistic e-learning goals. That will also help you keep spending in check and calculate the return on your e-learning investment. Training programs are expensive, so you need to be able to show how well your new e-learning initiative works.

What might those goals look like?

• Transfer 50% of training programs into online format by the end of the next fiscal year.
• Train 95% of employees in HIPAA requirements by January 1.
• Increase awareness of new products by 25% among sales staff by the end of the quarter.
• Successfully operate new medical device in five minutes or less by the product launch.

See how easily you’d be able to see if you met those goals or not? Prefix each list item with “Did we …” and you can answer each by a simple yes or no. Also by setting goals at the beginning, you’ll have something concrete to shoot for.

Time is money, especially when it comes to educating a group of people. Time is even more money when that group meets in person vs. online. Consider how e-learning can save your budget.

Image: David Castillo Dominici

It’s easy to overlook all of the hidden costs of in-person instructor-led training. There’s real time and cost involved in putting actual bums on actual seats. Just start to jot down the costs of getting people into a room together, and it’s easy to see how the prices quickly shoot up.

Training material costs

• Space rental and overhead
• Day rates
• Instructor travel (airfare, taxis, hotel, tips)
• Learner travel (airfare, taxis, hotel, tips)
• Printing
• Collating
• Binding
• Storage
• Food (breakfast, snacks, lunch, drinks)
• Presentation equipment

I can keep going, but you get the point, right? The instant you start gathering people into a room together, it costs a lot of money.

One of the strongest business cases for e-learning is for lowering training costs. That’s why so many companies turn to e-learning, especially when they have ongoing programs, a large number of people to train or have a geographically dispersed workforce. That was the rationale behind a government-led project Talance completed for a division of the Massachusetts Department of Public Health. It’s cheaper to bring people from across the state together online.

Time involved in training

It’s easy to see how the kinds of things you can buy at your local Staples drain the coffers. One item that’s often neglected from “should we move to e-learning” calculations is the cost of time. Instructor-led training simply takes longer than e-learning.

“My company has found that on-ground courses that move to eLearning take about half the ‘seat time’ in their eLearning format,” Judy Unrein says in her article Overcoming Objections to eLearning in Learning Solutions magazine.

Unrein, who is an instructional designer for Nike and who has an M.Ed. in Instructional Design from the University of Massachusetts in Boston, goes on to say that one cause is because an online course is more streamlined. All of the “nice to know” filler information that instructors share in classrooms has been removed by the time it goes online.

Minimizing financial risk

Live trainings are also critically scheduled, and the margin of error is much narrower. For example, one of our clients, a department of a New York-based college, recently had an in-person event where the instructor didn’t show up. He simply forgot, and there was a room of people clearing their throats waiting for the star to show. They rescheduled for the following week, duplicating all the costs of the lost event.

Problems can happen online too, but when mistakes of this magnitude happen in person, the financial drain is much higher.

While every program is different, the savings of an e-learning program vs. instructor-led training can be significant. Every program considering moving training online should carefully research hidden costs of bringing a room of people together.

These are the things I wish clients would ask when they’re looking to start a new project. You can use this as a punch list of questions to ask a web designer, web development agency or someone to develop an online course:

1. Do you have any case studies?

Case studies are a really great way to see what an Internet developer or graphic designer has done for another client. Good ones take you through the problem, solution and introduce the technology. We’re careful to create case studies that are framed to show how work we’ve done for one client is applicable to many. People can find case studies on our website, but they don’t ask for them enough or ask for ones that are specific to the work they need.

2. Do you have references?

It’s a little odd how many people don’t ask me for references. They should, because talking to someone we’ve actually done work for is invaluable. An outside perspective is exactly what someone hiring a designer should be looking for, too.

3. How does your process work?

I’ve worked on enough projects to know how valuable it is to have a capable person managing the process. You’re not only hiring someone who knows about the technology and design, but who also knows about how to manage a project, how to schedule milestones, and make sure deadlines are met.

4. How did you get into the web design industry?

This is an easy question that will give you an idea of how passionate a person feels about the work they do. It will also give you an idea of the values of the web developer and what kinds of hidden skills they bring to their cache of talent. It always sparks a good conversation, and anything that opens up conversation in an exploratory call helps.

Notice that nowhere on this list is, “How much will this cost?” Everybody has a budget, but without preliminary research into what a client needs, it’s virtually impossible to give a price estimate. Plus, if you’re working on a tight budget, a good development agency can help figure out how to solve problems you have rather than cut features you can’t afford. Plus, value is not the same thing as cheap. With interactive design, you get what you pay for.

Anything I missed? If there are other questions you’ve found useful in initial conversations with web designers, add them in the comments below.

This Halloween I might dress as the economy. I can’t think of any scarier. You’re right to be scared too, especially if you’re a nonprofit and beholden to funders, because you’ve got to make the case why you need a good website.

Hold on. Reality check: you aren’t thinking of cutting funding for your own website, are you? That would be a grave mistake. Websites are not only the public face of your organization, but the best tool you have to information and create a community on a budget.

Now that we’ve got that straight, let’s look at the top 10 things your website should have so that it gives you a good return on your investment. And just hanging in there won’t cut it. People will stop visiting your site – and thinking about your organization – if they don’t see some worthwhile action happening online. This is one of those times you need to invest.

In no particular order (because they’re all important), here are 10 things your website simply must have and that will wind up saving you money.

1. Contact form. You can always post your e-mail address on your website, but be prepared to be overrun with spam. Avoid this by putting a contact form on your site to make it easy for your website visitors to reach you and to avoid spammers at the same time. You might also think of adding a Captcha to your form.

2. A place for feedback. This could be a contact form, but better yet, let your website visitors leave comments. This might be on your blog, on news postings or on articles. You can also allow ratings, which lets people cast their vote.

3. Consistent navigation. Make sure people know where to go on your site by putting your navigation in the same place everywhere.

4. Regularly updated information. Freshness keeps people coming back. At the very least, make sure you’re cycling through new content on the homepage on a weekly basis. Blogs and Twitter accounts make this an even easier way to create an online community through content.

5. Analytics. Try a tool such as Clicky or Google Analytics to find out when people are coming to your site, where they’re from and a whole load of other stuff. Analytics tools are way more powerful than a counter.

6. Donate now button. If you’re a nonprofit that accepts donations from a constituency, make it clear and easy.

7. Address front and center. A street address. With a phone number. Do it.

8. Search tool – for your site, not someone else’s. A search box will help your visitors find exactly what they need. But don’t make the mistake of putting a Google search box or a search tool from another site on yours. You just make it easier for people to leave.

9. Really good URLs. This starts with your web address (I know nonprofits are swimming in alphabet soup, but don’t make everyone else guess your acronym). Then make sure you have Clean URLs installed throughout.

10. A CMS. A content management system will make these things a bajillion times easier to do if you have a publishing system in place. Here’s how we do it.

Establishing a social media marketing plan requires heaps of work. Of course you want to know how much you’re getting out of all the hard work you’re putting into one. But the trouble with boiling down ROI on a social marketing effort is, “… you are trying to put numeric quantities around human interactions and conversations, which are not quantifiable.”

This is according to a helpful post from Jason Falls, who writes for Social Media Explorer. He says every session on measuring ROI in social media is a waste of time. That seems extreme to me – it’s only a waste if your “return” is monetary – but I understand his point. Embarking on a social media plan is more about getting out there and joining in the conversation than converting sales.

But it makes sense for churches, synagogues and non-profits, where the goal is to join in the conversation. The point is to figure out how you’re going to quantify your social effort.

Most of my co-workers are a little freaked by the economy, but one of my nonprofit clients said something troubling to me the other day. He said many of his colleagues are reluctant to spend money on technology because they fear the recession.

I don’t always believe you have to spend money to make money, but in this case it’s really true. Some nonprofits have such horrendous websites that they pretend they don’t even exist rather than face the task of fixing them. They don’t understand that by having an ugly public face they’re actually hampering the advancement of their goals and sustainability. (NB: We’re hosting a presentation on usability on Sept. 2, 2008 at 2 Eastern – you can register for free.)

You don’t have to believe me. Jakob Nielson, the widely respected king of usability, wrote a wonderful article called “Do Government Agencies and Non-Profits Get ROI from Usability?” He says:

Although the gains don’t fall into traditional profit columns, there are clear arguments for improving usability of non-commercial websites and intranets. In one example, a state agency could get an ROI of 22,000% by fixing a basic usability problem.

Did you see that number? It really is 22,000 percent. Staggering. I don’t know a single funder that wouldn’t gasp at that kind of return and justify the funds to improve a website. Yes, people might read something about you in The Chronicle of Philanthropy or The Nonprofit Times, but people learn about your organization by going to your website. And they won’t learn anything if it’s not usable.

New websites don’t come free, but to have an unusable website and do nothing with it is a complete waste of money.

So today’s friendly Web tool is actually a whitepaper from ZD Net that will help you calculate the ROI (return on investment). It’s for a CRM system, but it can be applied to a website as well. Read it and get to cleaning up your website!