Greg Owen-Boger - Nov 28, 2017

Criteria for Selecting Instructional SMEs

This post is the second in a series of excerpts from “Effective SMEs: A Trainer’s Guide for Helping Subject Matter Experts Facilitate Learning.” In this excerpt Dale Ludwig (Turpin Communication’s Founder) and Greg Owen-Boger (Turpin’s VP) discuss the importance of selecting the right person for the SME-as-trainer job.


Effective SMEs: A Trainer's Guide for Helping Subject Matter Experts Facilitate LearningIt goes without saying that SMEs must be experts in the subject matter they deliver. However, being an expert isn’t enough. The person who is selected also needs to have the skills—or be able to develop the skills—to deliver training and ensure that knowledge and new skills are applied back on the job.

In addition to a good skill set, it’s in everyone’s best interest that the SME be easy to work with. In our experience, there is sometimes a degree of mistrust between instructional designers and SMEs. SMEs may doubt that instructional designers know what they’re doing, and instructional designers often don’t trust SMEs to follow the plan they’ve created. Trust, openness, and a willingness to learn must be present on both sides.

If we lived in a perfect world, you would be able to select the SME or SMEs you partner with on any given training initiative. Unfortunately, the world of many, if not most, IDs is not perfect. Other people make the decisions, and SMEs are selected for a variety of reasons that may or may not have anything to do with how effective they will be in the training room.

We believe that the stakes are too high and the risks too great for selecting the wrong person. The SMEs’ reputations within their organizations can be harmed if they fail to be effective. That can, over time, damage the reputation of talent development. If SME-led training is too ineffective and learners feel as if their time is wasted repeatedly, why would they want to participate again?

Because it is so important for the right people to be in the right positions, we have created a job aid, Criteria for Selecting Instructional SMEs, that should be taken into consideration when SMEs are selected to facilitate learning, which you'll find in the appendix. Use this list to influence whoever is the decision maker.


For more information or to order the book, go to ATD Press, Amazon, or Barnes & Noble.

Written by Greg Owen-Boger

Greg Owen-Boger has been with Turpin Communication since 1995, first as a cameraman, then instructor, account manager, and now vice president. Schooled in management and the performing arts, Greg brings a diverse set of skills and experiences to the organization. Greg is one of Turpin’s facilitators and coaches. When he’s not with clients, he manages the day-to-day operations of the company. Greg is an active member of the Association for Talent Development (ATD) and was the 2015 President of ATD, Chicagoland Chapter. He is a popular speaker, frequent blogger, and the co-author of the book The Orderly Conversation: Business Presentations Redefined. His latest book, also co-authored by Dale Ludwig, launched in 2017 and is entitled Effective SMEs: A Trainer’s Guide for Helping Subject Matter Experts Facilitate Learning.