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Partnering with a subject matter expert (SME) can be a game-changer for any learning and development professional. However, it’s not without its challenges.
Balancing the SME’s deep technical knowledge with the need to create engaging and accessible learning content can sometimes feel like walking a tightrope. You might encounter issues like misaligned expectations, communication barriers, or even a lack of understanding about the instructional design process.
But don’t worry! With the right approach, you can turn these challenges into opportunities for collaboration and growth. 🌱
Here are five practical tips to help you navigate the partnership and make the most of your SME's expertise – while building a successful professional relationship.
How to establish a solid SME relationship
1. Start with clear expectations
Before you dive into content creation, it's essential to establish clear expectations.
Have an open discussion with your SME about your goals, timelines, and project scope. Ensure both parties understand their roles and responsibilities. This clarity will help avoid any misunderstandings down the line and keep the project on track.
✅ PRO TIP: Draft a simple project plan that outlines deadlines, meeting schedules, and deliverables. This doesn’t have to be overly formal, but it should provide a framework for the partnership.
2. Speak their language
SMEs often have their own jargon and technical terms that might be unfamiliar to you or your audience. It’s crucial to bridge that gap by learning the basics of their field. This will help you understand their perspective and enable you to translate complex concepts into language your learners will understand.
✅ PRO TIP: Don’t be afraid to ask for explanations if something isn’t clear. Most SMEs appreciate the opportunity to clarify their points and will respect your willingness to understand their world.
3. Collaborate, don’t delegate
A successful partnership is collaborative. Instead of merely assigning tasks to your SME, involve them in the instructional design process. Work together to determine the best ways to present information, the types of learning activities that will be most effective, and how to assess learners’ understanding.
✅ PRO TIP: Use brainstorming sessions to harness your SME’s expertise while utilizing your instructional design skills. This will result in a more engaging and well-rounded training program.
4. Provide structure and guidance
SMEs are experts in their field but may need to become more familiar with instructional design principles. It’s your role to guide them in creating content that aligns with these principles. Provide templates, examples, and clear guidelines to help them organize their knowledge in a way that facilitates learning.
✅ PRO TIP: Break down the content development process into manageable steps, and check in regularly to ensure your SME feels supported. Your ongoing support can help prevent them from becoming overwhelmed with the project.
5. Respect their time and expertise
Remember, your SME is likely juggling their responsibilities alongside your project. Respect their time by being prepared for meetings, sticking to agreed-upon timelines, and only involving them when necessary. And always show appreciation for their contributions – a little gratitude can go a long way in maintaining a positive working relationship!
✅ PRO TIP: After completing the project, consider sending a thank-you note or a small token of appreciation. It’s a simple gesture that reinforces the value of their expertise and effort.
Partnering with a subject matter expert is like having a treasure trove of knowledge. By setting clear expectations, speaking their language, collaborating effectively, providing structure, and respecting their time, you can create exceptional learning experiences.
Remember, it’s all about building a partnership where both parties bring their strengths to the table, resulting in a final product that’s better than the sum of its parts.
Happy collaborating! 💫
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