Whether you’re working freelance or looking for a full-time job, you need a portfolio. What if you can’t use any samples of your existing work due to confidentiality or security requirements?
In some cases, it’s enough to remove logos and a few identifying details. In other cases, you can redo an existing activity with brand new content. For example, the Instructional Designer or eLearning Developer demo in my portfolio is based on an activity I originally created for a health care client. The mechanics of the interaction are the same, but the graphics and content are brand new.
For many people, the best solution is creating new content from scratch. For portfolio samples, you don’t generally need to create a full-blown, 60 minute course. Five minutes or less is usually enough. Most prospective employers or clients won’t watch longer than a few minutes anyway.
Target your desired audience. If you want a job creating soft skills training, create customer service samples. If you love software training, create that kind of samples. My portfolio only includes scenario-based learning because those are the kinds of projects I want.
If you need to create samples, use the list below to jump start your brainstorming. None of these require much specialized knowledge; you should be able to write the content yourself with a little online research.
Soft Skills & Business Training
- Answering the phone, phone greetings
- Responding to customer objections
- Responding to angry customers
- Giving an elevator pitch
- Asking customers questions to understand their needs
- Interviewing for a job (you could break this down further–appropriate clothes, asking questions of the interviewer, research before the interview, answering common questions, etc.)
- Resume writing
- Time management
- Prioritizing tasks
- Providing constructive feedback to colleagues
- Evaluating online sources for credibility
- Providing workplace accommodations for disabilities
- Rules for accepting gifts from customers/clients
- Onboarding or orientation (make up a fake company and introduce new employees to the leadership team and company mission)
- Tips for managing scope creep in projects
- Create pivot tables in Microsoft Excel
- Create a budget spreadsheet in Microsoft Excel (or Google Sheets)
- Merge comments from multiple reviewers in Word
- Customize the ribbon in any Microsoft Office program
- Use styles in Word for a consistent look
- Create handouts in PowerPoint
- Create folders to organize Outlook
- Use filters to be more efficient with email
- Edit out noise in Audacity
- Use brushes or filters in Photoshop
- Assign tasks to team members in a project management tool (Microsoft Project, Basecamp, etc.)
- Upload a course in an LMS (whichever system you know best)
- Saving links with Diigo, Evernote, or another tool
- Create consistent file naming conventions
- Any cool trick you know in Captivate, Storyline, or the eLearning development tool of your choice (this also shows your expertise with the tool)
Other Sources of Ideas
- The eLearning Heroes challenges are one way many people have successfully built portfolio samples.
- Check out the course lists on Udemy, Open Sesame, ed2go, Lynda, or similar sites. All of these can be inspiration for your own samples.
- You! What ideas do you have for portfolio samples? Leave a comment and share your thoughts so everyone can benefit.
- This collection of portfolio resources includes ideas on how to organize your portfolio and why you need one.
- Kristin Anthony is offering a free course on creating a job-winning portfolio.
In reality, I don’t do very much to actively seek out clients; most of my clients find me. Here are the recommendations I shared with the group on how to become visible to clients.
An online portfolio is a requirement if you’re freelancing. Prospective clients need to see what kind of work you can do. Your portfolio is a way to tell your story about the work you do and the work you want to do in the future. My portfolio is on my business website.
You don’t need to have lots of full courses on your portfolio. Most clients won’t have time to review long courses. Short snippets or even screenshots are fine. Include a few sentences explaining your projects and the problems you solved with them. If your examples demonstrate specific tools or skills, mention that in your description.
If I was starting over now, I’d register a domain right away and create my blog as part of my website and portfolio. Since I started this blog as a free WordPress site years before I decided to become a consultant, I didn’t think about the domain as a business need at the time. You can still use a free WordPress site for your business and portfolio, but pay for domain registration so you don’t have to change it later. Many free WordPress themes can be used to build portfolios, not to mention the a plethora of paid and custom options.
- Instructional Design Portfolio Resources: My post on resources
- 30+ Ideas for eLearning Portfolio Samples: If you need to create samples, this will make brainstorming faster.
- E-Learning Portfolios: Share Your Work: A collection of portfolios in the eLearning Heroes community. This is a great place to look for inspiration.
- Excuses for Not Having a Portfolio: If you find yourself saying, “I know I should have a portfolio, but…” this post is for you.
Networking = Relationships
When I say “networking,” don’t picture handing out business cards at so-called networking events where everyone is trying to get something from everyone else. Networking is about building and maintaining relationships. I’ve found it helpful to approach networking with a focus on how I can give to other people, rather than what I can get. Being helpful to others shows people that you’re good to work with, and it demonstrates your expertise.
A significant portion of my work comes via people I’ve worked with before or through those connections. Keep in touch with your former colleagues from when you were an employee, especially when they move to new jobs themselves. Spend time connecting with others in the e-learning field too. Everyone gets overbooked sometimes. I refer work to others when I’m too busy or it isn’t a good fit, and others return the favor.
Social Media and Online Communities
The primary way prospective clients find me is via my blog. They usually search for “instructional design” or “instructional designers,” read one of my posts, and follow that to my portfolio and business site. A blog gives you credibility and makes it easier for people to find you.
I’ve heard from other IDs and e-learning freelancers that they find clients via Twitter connections. LinkedIn Pulse is another possible channel for publishing; this has the advantages of being free and reaching a built-in audience of your connections.
Online communities like LinkedIn groups and eLearning Heroes are also great ways to connect with people. You can demonstrate your expertise. I once got a major project as a result of a question I answered in a LinkedIn group. It wasn’t the person who asked the question who hired me; it was a third party who was reading the discussion. Because I was helpful to someone else, he saw that I knew what I was talking about, and he hired me.
Be A Good Neighbor
I’ve found that when I’m helpful to others and act like a good online “neighbor,” clients just find me. In her post on finding work, Jackie Van Nice explains,
How does all of this lead to work? It just does. Whether it comes from your peers who know of a project you might be right for – or from those silent watchers in the community, on your website, on Twitter, LinkedIn, or wherever else you’re active – the people with the work will find you.
My experience is very similar to Jackie’s; by putting myself out there and being active and visible, work finds me.
- Jackie Van Nice’s 3-Step Formula For Finding Work As a Freelancer
- Ashley Chiasson’s posts on how she finds work. The first post is how she initially found work; the second is how she’s finding work now that she’s been freelancing for several years. This shows a progression that I expect many people can identify with; when you’re just starting out, you might need to seek clients directly. As your reputation builds, clients find you via referrals, networking, and other sources.
- Where to Find Freelance Instructional Design Gigs (Ashley’s old methods)
- Update: Where to Find Freelance Instructional Design Gigs (What she does now)
- Tips for Starting to Freelance
- Freelance Instructional Design: Tips from the Trenches
Props to Patti Bryant for doing an amazing job organizing this freelancer group.
Images (except the portfolio screenshot) from Storyblocks (7-day free trial, unlimited downloads $149/year)
Last month, a reader named Jackie asked me a number of thoughtful questions about transitioning from teaching K-12 public school to instructional design. She graciously agreed to let me publish some of her questions and my answers here, since I thought others might be in similar positions and share these questions. I have altered a few details to make this more applicable to a general audience, although some questions and answers specifically mention the transition from teaching to ID.
Q: Creativity is important to me, both professional and personally. So though I know it’s impossible to generalize, are you able to speak to what kind of value there is placed on creativity as a designer, both in higher education, and in working with companies or organizations? After rich collaboration with SMEs and other stakeholders, how much leeway do IDs have? Are there jobs I should lean toward to which are more open than others?
A: Some jobs certainly offer more creativity than others. I don’t find developing software simulations to be particularly rewarding, for example, because there often isn’t a ton of creativity. When I work with faculty in higher ed, most of the time they are pretty open to creative approaches. I work with a lot of faculty who have no experience with online learning, so they generally are open to my expertise as far as how to use the technology creatively. There are exceptions; some faculty really just want to record lectures, have discussions, and give tests.
With companies, it varies quite a bit. I’ve found companies and organizations that are really interested in doing innovative things with training. For example, one course I wrote last year includes branching video scenarios, where learners watch a video and then make decisions as a “choose your own adventure.” The choices they make affect how people respond and what videos they see next. It was a lot of creative writing and storytelling to put learners in a real context. In general, more conservative industries like banking and insurance tend to value creativity less, and more innovative industries like technology tend to value creativity more.
Workplace Climate and Culture
Q: On a similar note, workplace climate is important to me. I know that every employer has its own culture, but I am wondering if you have suggestions for finding ID jobs which embrace open, forward-thinking, animated atmospheres. It is admittedly going to be a challenge to go from the warmth of a K-12 environment to something completely corporate, so I am imagining that my inkling to stick to college and university work would probably best meet this need, initially, but I don’t want to assume.
A: Some corporate cultures are actually quite open and welcoming. I’ve found some higher ed environments to be so political as to be strangling. I think with corporate cultures, the size of the company matters quite a bit. A small company can feel like everyone’s family. With a large company, what matters most is your individual manager. I generally find that if my relationship with my direct manager is good, the rest falls into place for me, so I focus on that. A good manager will protect you in a larger organization. You’ll have to think about how to ask questions about organizational culture when you interview to get a feel for whether it’s a fit for you.
Q: As a public school teacher, with the position that I hold, that has become a 24/7 responsibility, and there is zero work-life balance. Having the ability to take care of my health and prioritize the rest of my life is a critical for me, so I want to make sure that as I explore ID, I am steering myself toward work which will allow me to dig in deep and grow my employer’s students, but which also honors my health and free time. Are there some fields within ID which are known as better or worse than others for offering that balance?
A: I feel like ID in general has better work/life balance than teaching, so just moving to ID already helps. Hourly or contract positions tend to be fairly limited in how many hours you work since companies generally don’t want to pay overtime. Personally, the most out of balance I’ve been was when I was a salaried manager in an organization that rewarded people with no balance in their lives. Emailing at 3 AM was a badge of honor in that organization. It’s one of the reasons I left that and went back to being an individual contributor as an ID. I have had times where for a few months we’re pushing for a project and therefore I’m putting long hours in, but that’s the exception rather than the norm. You certainly can choose to push yourself and get out of balance, but I find the balance much easier with ID than teaching.
Q: To what degree of accountability are designers held regarding whether students learn and perform better? How are efficacy and performance measured for a designer?
A: I wish I could tell you that there’s a really strong expectation for proving our worth, but it isn’t the case. The reality is that in both higher ed and corporate learning, the most common evaluation is “smile sheets.” If the surveys are good and the feedback from instructors is good, we’re viewed as doing our job well. Managers who are familiar with ID will also review courses and provide feedback.
There is, however, increasing pressure in the corporate world to show ROI. If you start from a business problem, you should be able to show the results of training—increased sales, fewer errors, etc. Some organizations do evaluate at all four of Kirkpatrick’s levels, and the Success Case Method is another good strategy for evaluating training effectiveness. Those tools are generally underutilized though.
Q: With ID growing as a field, are there new nuances or developments you anticipate coming down the pike that are good for me to preemptively know so I am not spinning my wheels, or going in the best direction the fastest?
A: I wouldn’t learn Flash right now. The learning curve is too steep, and within a few years I think most work will be in HTML5. Most Flash e-learning now is done with rapid tools anyway. Usually if the Flash work requires a programmer, there’s a separate team for that.
Mobile learning is certainly a good trend to keep an eye on. I haven’t been asked to do any mobile learning other than very peripheral support, but I think within 5 years I will be doing some. I think mobile learning works best as performance support rather than courses on a tiny screen. Chad Udell’s Learning Everywhere is a good book on this topic, and there’s lots of blogs you can read for free. Check out my review of Udell’s book for more information.
Gamification is a hot trend right now; I’m not sure if it’s going to last. A lot of what passes for “gamification” is really superficial and not very effective, so this trend might fizzle out. That’s a shame, because there’s actually a lot of good that can be done with well-designed games, but I worry that the low-quality work will give the whole field a bad reputation.
Q: I will obviously need to create a portfolio, and I know that it will need to begin with volunteer opportunities. What is the depth and/or scope of a typical person’s portfolio? How does one, as an entry level ID, maximize potential for a portfolio that will leverage the best job?
A: If you have 3-4 examples as an entry-level ID, I think that’s fine as a place to start. Show off some of those creative activities you’ve developed. I’d focus on training for adults, such as professional development for other teachers, if possible, unless you’re targeting something like K-12 Inc or another online K-12 provider.
A variety of examples is beneficial, especially when you only have a few. You don’t have to show a full course, just a screenshot or two and an explanation of what problem was solved with your training and how you did it. If you want a job in e-learning, at least one of your examples should be of that type of learning.
Your graduate program should help you build a portfolio, including giving you an opportunity to create realistic examples. If they don’t, you’re wasting your time and money and should pick a different school.
Q: I learn technology easily, but I have no experience creating with Captivate, Camtasia, Articulate, Flash or any of the authoring tools I have read are most valued in new hires. What should I be focusing on to learn soonest? Are online tutorials and websites, in addition to experimentation, the best way to learn these programs, or is it worth paying a heap for courses?
A: You know yourself and your learning style. I’ve mostly learned everything on my own, with the exception of Flash (I had to take a course for that). I’d focus on Captivate and Articulate Storyline first. Captivate has a bigger market share now, but Storyline is growing in demand. Both are fairly easy to learn, and there’s lots of free tutorials and community support. Planning a sample project for your portfolio and building it to get some practice is probably the best route unless you know you personally learn best with formal training.
Salary: Corporate vs. Higher Ed
Q: From what I have seen online, it appears that companies pay more than higher education. Would you say this is true?
A: You’re right that companies generally pay more than higher ed. University ID jobs are probably more at the $50-60K level than the $60-80K range. Small companies generally pay a little less than big companies, but the culture at a small to mid-sized company might be a better fit for some people. I’ve never had any problem switching between corporate and higher ed culture, and most of the time I do both. I know other people find that one or the other environment works best for them, but I feel like both areas have advantages and drawbacks. I think I’m a better ID because I can work in both and take the best of both when I’m designing.
The eLearning Guild’s salary calculator is a great place to compare baseline numbers across industries.
Getting Contract Work
Q: How difficult is it to get short term contract positions to make extra money?
A: I had lots of trouble getting my very first ID job. It took me a year and 200 applications. However, once I’ve got that first job, I’ve never had much trouble looking for work when I wanted it. I’ve only done extra side projects on top of my full-time job twice in my career. In both cases, they were people who contacted me because of my blog, and not something I was seeking out.
Now that I’m doing freelance, I basically am not doing any marketing other than my blog and being active in groups on LinkedIn. I don’t spend time seeking out clients because I’ve got so many projects that I’m turning work away. I know that isn’t everyone’s experience, but I’m generally finding it harder to keep from getting overbooked and avoid getting my life out of balance than to not find more work when I want it.
Transition from Teaching, Job Searching
Q: Can you shed any light on what you learned the most in your transition from teaching? What do you know now that you wish you knew then? What would you do differently? What is the most important thing that grew you?
A: One practical matter: when you apply for jobs out of state, make sure you say clearly in your cover letter that you’re willing to relocate at your own expense. I didn’t do that, and I know that’s part of why it took me 200 applications before I got my first ID job. People assumed I was looking for a remote position instead of being willing to move.
A lot of what I would do differently is specific to how I did that initial job search—customizing my cover letters more to each company, gearing my resume towards that audience more, etc. I would have created a portfolio earlier than I did: I didn’t actually create one until 2009.
Maybe going back I might have done a master’s degree or certificate early in my career. At this point, it’s debatable whether I’d earn enough more to compensate for what I’d spend in tuition. Only once or twice has my lack of a master’s been a hindrance to me, even working in higher ed. My experience is more important to employers now than the degree. I think I would have learned in a degree program though.
I’ve learned a lot of technology and how to use it to help people learn. I’ve also learned a lot more of actual research on how people learn and how to design learning than I actually saw as a teacher.
What has helped me grow the most has been my blog and interacting with other IDs. Twitter might be more your style; #lrnchat and similar chats are really energizing and good ways to connect with others in the field. I think using social media and contributing to the conversation (not just lurking) is really valuable.
Do you have other questions about instructional design careers? Ask away in the comments. Do you disagree with any of my answers? I’d love to hear your perspective.
You may also be interested in my other posts about instructional design careers.