<![CDATA[MAD Learning Design - "Don't get confused, get MAD!" - Blog]]>Thu, 26 Mar 2026 19:52:00 -0400Weebly<![CDATA[Panviva: How to Prepare for Your Implementation]]>Mon, 02 Jun 2025 17:13:39 GMThttps://www.madlearningdesign.com/blog/panviva-how-to-prepare-for-your-implementation​Oftentimes, customers will ask us, “What can I do to prepare for my Panviva implementation?” and our response usually surprises them. It doesn’t take much to prepare for an implementation, but there are two things you can do to help make the process smoother.


​​Identify Your Team
In order to successfully implement Panviva, you will need a team of individuals working together towards launch. This team should consist of subject matter experts, authors, editors, reviewers and approvers. When selecting individuals for each role, ask yourself the following:
 
Subject Matter Experts (SME) 
  • Who has the experience and knowledge to correctly update and document our processes?
  • Will they respond in a reasonable timeframe if/when an author needs their help?
  • Can my SME double as an author?
 
Authors 
  • Who can I pull away from their desk to dedicate 30 hours a week to Panviva? (Don’t worry, if you are unable to answer this question, CoreAxis can help.)
  • Do they have good writing skills?
  • Are they detail-oriented?
  • Can they document step-by-step processes?
 
Editors 
  • Do I need any additional editors outside of the Panviva experts?
 
Reviewers 
  • Who has the experience and knowledge to correctly review content and ensure accuracy?
  • Can my reviewer double as the SME?
 
Approvers 
  • Which senior manager has the knowledge and bandwidth to provide final approval on
    all content?
 
Click here for more information about the team.


​​Prepare Your Content
Your processes and existing content will help to map out what goes into Panviva. Here are some ways you can prepare yourself.
 
Identify and List your Processes 
As part of the Ready, Set, Go Workshop, we will determine which processes are priority for Phase 1 launch. For example, we may decide that the Customer Services processes should take priority over the Disputes processes.
 
To prepare for that decision, start thinking about the processes you have and make a list. As we start to map out your processes, you can refer to this list to make sure we didn’t miss anything. What remains can be used as you implement more processes in subsequent phases.
 
Gather and Organize your Content 
Now that you’ve identified your processes, you’ll want to gather and organize the content that goes with those processes. When it comes time to document the processes in Panviva, it will make the initial drafting of the procedures easier. That way, you can focus on any gaps or missing details that were identified during the Ready, Set, Go workshop.
 
If you decide to start updating your content, keep a few things in mind:
 
  • Don’t worry about font, colors or large screenshots. These components aren’t relevant in Panviva, as they have their own style and guidelines to writing content.
 
  • Be as detailed as possible. Document all actions taken, all windows that appear, all decisions that need to be made (showing what happens in all paths) and all fields that should be completed. It’s better to have too much information than not enough. Keep in mind that one goal of Panviva is to give new hires the information they need to successfully complete processes on day one.
 
  • Separate the need-to-know from the nice-to-know. Think of it this way, when your associates are performing a task, what is the information they need to know in order to complete that task right then and there? Information like “the why,” definitions, company policies, etc. are nice to know, but not absolutely necessary in accomplishing the task at hand. This information can be placed in a special area of Panviva for future reference.
​While these tips aren’t necessary for a successful launch of Panviva, they can help make it go more smoothly and efficiently. Consider these tips if you find yourself with some time before your Ready, Set, Go Workshop.
]]><![CDATA[Panviva Content Development: Let’s Meet the Team]]>Mon, 02 Jun 2025 17:04:19 GMThttps://www.madlearningdesign.com/blog/panviva-content-development-lets-meet-the-team​As part of the Ready-Set-Go process, we created a Content Development Plan to document all of the content that needed to be created in Panviva. The next step is to break the content up into Panviva procedures and get them ready for use. To do that, we need to gather a team of individuals who will work together to write, organize and format the content to go into Panviva.
 
Here are the key players who make up the Content Development Team.

Subject Matter Experts (SMEs)

​The SMEs are the individuals who will provide the content that goes into Panviva. They are the ones who know the procedures, and can answer questions and provide clarity around processes.

​Authors

​The Authors are the individuals who will write the procedures to go into Panviva. They will work with the SMEs to ensure the content is accurate and complete. In some cases, the SME and Author can be the same person.

Editors

​The Editors are the individuals who will edit the author’s procedures to ensure consistency in content and format. These are usually Panviva experts who can help format the procedures to match Panviva styles and guidelines.

Reviewers

​The Reviewers are the individuals who will review the procedures to ensure nothing was missed by the Authors. There are always at least two review cycles for each procedure.

Approvers

​The Approvers are the individuals who will approve the procedures for publication. They are the final eyes to confirm that the procedures are complete and accurate. Procedures are not marked complete without this approval.

End Users

​The End Users are the individuals who will use Panviva as they perform and complete their daily tasks. They are the target audience for the procedures that are being developed. In some cases, End Users are brought onto the team to beta test the content before full launch.
​It’s through the dedication and collaboration of the Content Development Team that this part of the process is efficient, and also verifies that content is usable and accurate. In Panviva, content development is what drives the success of the system, so this process is important in ensuring a successful adoption.
]]><![CDATA[Panviva Ready-Set-Go: What is a Content Development Plan?]]>Fri, 14 Mar 2025 14:09:55 GMThttps://www.madlearningdesign.com/blog/panviva-ready-set-go-what-is-a-content-development-plan​As part of the Ready-Set-Go workshop, we determine your immediate need and map out the processes that fall under that need. The next step is to take the process maps and create a Content Development Plan.
 
The Content Development Plan is a spreadsheet that helps us organize all of the content that needs to be built into Panviva. From that list, we can determine how long each of the content documents will take to create, as well as estimate a project end date. If the time frames don’t work, we can adjust the plan before getting started.
 
Review the images to learn more about the Content Development Plan.

​Summary Tab

Picture

Module Tabs

Picture
​This Content Development Plan becomes a working document used throughout the project cycle and helps ensure that goals and timelines are met.
 
Ready to hear more? Click here to sign up to speak to a specialist.
]]><![CDATA[Ready-Set-Go: A 20-hour workshop]]>Fri, 14 Mar 2025 13:30:14 GMThttps://www.madlearningdesign.com/blog/ready-set-go-a-20-hour-workshopThe first step to any Panviva implementation is a 20-hour workshop (whether remote or onsite). This workshop allows us to determine your immediate need, map out your processes, and capture your best practices. There are four parts that make up a Ready-Set-Go workshop.
Picture

Part 1: Situation Analysis

​During situation analysis, we talk about your current situation. Who are your end users? What are some key problem areas? How are you measuring performance? Through this discussion, we can narrow down how Panviva can help you and ensure a successful launch.

Part 2: High-level implementation plan

​During high-level implementation planning, we use the information from the situation analysis and determine our starting point. Which challenge, which topic, which area is most in need of Panviva? Where will Panviva have the biggest impact? By determining our starting point, we can focus the process mapping on that section of the business.

Part 3: User Observation (onsite only)

​During user observation, we observe two associates for an hour each. We see how many applications they use and how they use them. We ask them what works and what doesn’t. We ask if they had a wish list, what would they love to have? This gives us a view into the lives of the end users and how to best structure Panviva to fit their needs as well as your organizational needs.

Part 4: Process Mapping

​The bulk of what we do in the workshop is process mapping. Here is where we map out your current processes from start to finish. Through this collaboration, we ask questions that help identify any gaps, streamline specific steps, and improve the efficiency of user tasks. We bring in people from various levels within the organization for the discussion, including directors, managers, supervisors, and associates. By having everyone in the room, we ensure that the processes we map are accurate, effective, and meet the established needs.
​The combination of these four parts is just the start of what makes Panviva’s Ready-Set-Go workshop a success. Your buy-in and dedication to the process can mean the difference between a successful launch and user adoption or a system that doesn’t get used to its full potential.

Who should attend?

We recommend that a variety of roles attend the workshop. This includes: senior leadership, management, team leads, and agents. Having a variety of roles in the room will ensure diverse and detailed conversations are had, and decisions are made. If need be, bring in individuals when the conversation is specific to their expertise. For example, agents who have to be on calls could be brought into the conversation when a process they are an expert at is being discussed, but then released when the discussion is over. 

Think about these individuals ahead of the workshop so you can put them on notice, if needed. 
Ready to hear more? Click here to contact a specialist.
]]><![CDATA[Purposeful Engagement]]>Wed, 31 Jul 2024 17:51:43 GMThttps://www.madlearningdesign.com/blog/purposeful-engagement
“Engaging” is a powerful word in the learning industry. Designers and developers strive for it when working on learning initiatives. But how do you strike a balance between being engaging and annoying?

In my Toastmasters club, I learned a technique called "Purposeful Movement." When I give a speech, I don't move around the stage for the simple act of moving. I think about my movements and make sure that when I move, it’s with purpose and enhances what I’m saying. The same can be said about engaging your learners.
Take the time to think about the objective of the content you’re developing. Don’t add engagement for the sake of engaging. Make it purposeful. Ensure it enhances your learners' learning and doesn’t distract from what you are trying to accomplish. 
Engagement doesn’t always mean games and exercises. Here are some examples of engagement techniques you could use based on common modalities:
Picture
Instructor-led Training
Use the whiteboard. Too many animations in a PowerPoint can get old fast. Design a lesson plan with moments when the instructor steps away and draws something on a whiteboard.

Outline system demonstrations. Screenshots on a slide don’t have as much impact as seeing a live demonstration. 

Create dynamic PPTs. When using PowerPoint presentations, find a balance between content and design. Every slide shouldn’t be graphic, but it also shouldn't ​be content-heavy. Remember, the learners are there to see the instructor. The slides should complement the talking points.​

Slide:ology by Nancy Duarte is a great reference on how to create dynamic presentations.
Virtual Instructor-led Training
Know the tool. There are many tools designed to help deliver virtual instructor-led training. Get to know the tool that will be used for the training. What features will help you enhance the training?​

Don’t be afraid to incorporate the features. Most tools have features like polling and whiteboarding that could add great engagement to the session. If you’re planning on using a virtual training tool, there could be features like breakout rooms. As with anything, there is a balance to keep in mind. When do you use the features vs. when do you stick with the presentation?
Picture
eLearning
Create system demonstration videos. As I mentioned above, screenshots on a slide don’t have as much of an impact as seeing a live demonstration. The same can be said in an eLearning video, especially since you have no control over someone walking away from the learning. Use tools like Adobe Captivate to create dynamic system demos, trainings and assessments.

Emphasize your screenshots. If you are using screenshots, you can engage a learner by zooming in on a section of the screen or graying out parts of a screen to highlight a specific section. The simple act of a small change in the video can catch the learners’ eye and force them to engage with the e-Learning.

Chunk your content. When creating eLearning courses in tools like Articulate Storyline, where the content is presented like a PPT presentation, you have the option to use features that chunk content, such as click-to-reveal. Control how content is absorbed by the learner and force them to engage with the content.

Include other modalities into your modules. A dynamic module combines eLearning with other modalities. For example, animations videos are a great way to explain both simple (often boring) information as well as complex concepts. Audio files or podcast files can also add some extra engagement.
​Regardless of your chosen techniques, your goal should be “Purposeful Engagement.”
By Melissa Delavida, President and Founder of MAD Learning Design
]]>