How to Turn a Difficult SME Into an Ally

Content

During a recent training project, I leaned heavily on a subject matter expert with a wealth of technical knowledge—but no learning design experience. To make matters more challenging, the SME considered themselves a great teacher and wanted to lead the design of the curriculum.

During a recent training project, I leaned heavily on a subject matter expert with a wealth of technical knowledge—but no learning design experience. To make matters more challenging, the SME considered themselves a great teacher and wanted to lead the design of the curriculum.

Content

In one instance, the SME’s idea was to use owner’s manuals for product learning, requiring learners to comb through hundreds of pages of directions from the manufacturer to find the relevant content. That’s not exactly learner friendly.

In one instance, the SME’s idea was to use owner’s manuals for product learning, requiring learners to comb through hundreds of pages of directions from the manufacturer to find the relevant content. That’s not exactly learner friendly.

Content

In another situation, a suggestion was to ask learners to watch the same video twice during a learning path because, as the SME put it, repetition helps reinforce learning. While repetition can be a useful tool, back-to-back duplication can cause learner fatigue and decrease engagement.

In another situation, a suggestion was to ask learners to watch the same video twice during a learning path because, as the SME put it, repetition helps reinforce learning. While repetition can be a useful tool, back-to-back duplication can cause learner fatigue and decrease engagement.

Content

My initial reaction was to default to the SME—after all, they are the expert, right? I thought that accepting the SME’s ideas would show them respect and protect our working relationship. But that default reaction didn’t ultimately serve the training purposes or the learners’ interests.

My initial reaction was to default to the SME—after all, they are the expert, right? I thought that accepting the SME’s ideas would show them respect and protect our working relationship. But that default reaction didn’t ultimately serve the training purposes or the learners’ interests.

Content

Next, I tried to apply my learning expertise to the situation—a bit too aggressively. I stood my ground on unimportant, small points. My stubbornness with regard to those little decision points brought unnecessary frustration for both the SME and myself.

Next, I tried to apply my learning expertise to the situation—a bit too aggressively. I stood my ground on unimportant, small points. My stubbornness with regard to those little decision points brought unnecessary frustration for both the SME and myself.

Content

Lastly, I reviewed each decision point with the SME (with minimal success). Over time, I realized that other experts with outside perspectives could be a valuable addition to the discussions. It was a delayed but important new strategy to moving forward with the project.

Lastly, I reviewed each decision point with the SME (with minimal success). Over time, I realized that other experts with outside perspectives could be a valuable addition to the discussions. It was a delayed but important new strategy to moving forward with the project.

Content

So, how do you navigate a headstrong SME who believes they know the best way to teach content? I learned that it’s a delicate art of balancing your SME relationships and your learning expertise.

So, how do you navigate a headstrong SME who believes they know the best way to teach content? I learned that it’s a delicate art of balancing your SME relationships and your learning expertise.

Content

Listen. To develop rapport with your key contact, demonstrate that you’ve fully heard them and respect their perspective. Practice active listening skills and make an effort to understand the concepts the SME wants to convey to the learner.

Listen. To develop rapport with your key contact, demonstrate that you’ve fully heard them and respect their perspective. Practice active listening skills and make an effort to understand the concepts the SME wants to convey to the learner.

Content

The SME could have good ideas for learning development that you haven’t considered. Repeat back what you hear and make the SME feel at ease. Thank them for their time and for sharing their knowledge.

The SME could have good ideas for learning development that you haven’t considered. Repeat back what you hear and make the SME feel at ease. Thank them for their time and for sharing their knowledge.

Content

Appreciate. There’s an art to leading someone to your idea. (For a funny example, watch “A British Bank ” from Mary Poppins .) Use prompting questions such as “Is there a way we could get the audience to interact with the concept during the training?”

Appreciate. There’s an art to leading someone to your idea. (For a funny example, watch “A British Bank” from Mary Poppins.) Use prompting questions such as “Is there a way we could get the audience to interact with the concept during the training?”

Content

Check your ego at the door and praise the SME for any great idea they present.

Check your ego at the door and praise the SME for any great idea they present.

Content

Share. The SME has shared their expertise; it’s your turn to share yours. Do you have a relevant piece of information about adult learning that would help guide the discussion toward your desired outcome? Would it be helpful to talk about personas so the SME can recognize the learner’s perspective? Think about which pieces of your knowledge would be helpful to lead the SME to modify their approach.

Share. The SME has shared their expertise; it’s your turn to share yours. Do you have a relevant piece of information about adult learning that would help guide the discussion toward your desired outcome? Would it be helpful to talk about personas so the SME can recognize the learner’s perspective? Think about which pieces of your knowledge would be helpful to lead the SME to modify their approach.

Content

Show, don’t just tell, especially if the SME doesn’t have any experience with learning design. Seeing is believing, so sketch out your thoughts, make a sample, or create a diagram to convey your point.

Show, don’t just tell, especially if the SME doesn’t have any experience with learning design. Seeing is believing, so sketch out your thoughts, make a sample, or create a diagram to convey your point.

Content

Convince. Consult with other SMEs or instructional designers, especially if you align with them better. Think strategically about whom else to engage in the discussion—ideally those whom your SME knows and respects. It’s helpful to know all the players and the culture of the organization.

Convince. Consult with other SMEs or instructional designers, especially if you align with them better. Think strategically about whom else to engage in the discussion—ideally those whom your SME knows and respects. It’s helpful to know all the players and the culture of the organization.

Content

If the group agrees with your desired approach, your difficult SME will be less likely to push back. It’s also a good way to gut check your own approach.

If the group agrees with your desired approach, your difficult SME will be less likely to push back. It’s also a good way to gut check your own approach.

Content

Escalate. If you’re getting nowhere with your attempts, it may be time to engage stakeholders farther up the chain. Get advice from your direct supervisor first. Brainstorm alternative options and develop a game plan that best meets the project’s goals.

Escalate. If you’re getting nowhere with your attempts, it may be time to engage stakeholders farther up the chain. Get advice from your direct supervisor first. Brainstorm alternative options and develop a game plan that best meets the project’s goals.

Content

Whenever you have a breakthrough with your SME, acknowledge it to reinforce trust and deepen the SME’s buy-in. You’ll need the SME’s support for the learning project’s long-term success. Underscoring your appreciation for their support, knowledge, and assistance builds rapport and personal credibility for future projects.

Whenever you have a breakthrough with your SME, acknowledge it to reinforce trust and deepen the SME’s buy-in. You’ll need the SME’s support for the learning project’s long-term success. Underscoring your appreciation for their support, knowledge, and assistance builds rapport and personal credibility for future projects.

Content

In my situation, it started as a rocky road but ended well. I have continued to work with the SME, and we’ve developed a great working relationship that’s been effective in our content-creation projects.

In my situation, it started as a rocky road but ended well. I have continued to work with the SME, and we’ve developed a great working relationship that’s been effective in our content-creation projects.

Content

Learn from my mistakes. I waffled in sharing my expertise. It wasn’t a balanced conversation until I started bringing my own knowledge to the table.

Learn from my mistakes. I waffled in sharing my expertise. It wasn’t a balanced conversation until I started bringing my own knowledge to the table.

Content

I also didn’t sufficiently listen to the SME. Once I realized that giving a little on the small points bought a lot of goodwill, we started to make progress on our project.

I also didn’t sufficiently listen to the SME. Once I realized that giving a little on the small points bought a lot of goodwill, we started to make progress on our project.

Content

Finally, I delayed too long to consult other experts, which helped us both look at our ideas more objectively.

Finally, I delayed too long to consult other experts, which helped us both look at our ideas more objectively.

Content

After we passed those hurdles, I was able to work effectively with the SME, create meaningful learning content, and maintain the project timeline.

After we passed those hurdles, I was able to work effectively with the SME, create meaningful learning content, and maintain the project timeline.

Content

Building learning content is not an independent process; it’s essential to hone your interpersonal skills of communication, persuasion, and acknowledgment. Every SME and organization are different, but with some creative thinking, you can turn your SME into an ally.

Building learning content is not an independent process; it’s essential to hone your interpersonal skills of communication, persuasion, and acknowledgment. Every SME and organization are different, but with some creative thinking, you can turn your SME into an ally.

Content

Read more from Talent Development Leader .

Read more from Talent Development Leader.