EDTEC 544 - Initiating Memo for BALE
EDTEC 544 Instructional Design Assignments - Spring, 2007

Initiating Memo

Initial Analysis

System Specification

Design Concept/Description of Product

Prototype Evaluation

Design Notebook

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To:       Gabriel Ozgood

From: Susan Lulee

Re:       Building an affordable learning environment for learning organization – An response to QED Invitation for Proposal



In the information explosion age, many small or medium size companies suffer from the poor managed information flow. We live in a rapidly changing world, a world of globalization, a world that generates knowledge every day (Perkins, 2006). The continuing changing new knowledge and technologies put heavier and heavier stress on every institution and individual. Peter Senge has been advocated for a learning organization in cooperating of dynamical systems that are in a state of continuous adaptation and improvement since 1990. But the reality is, after 17 years, a big partial of institution fails to build up a learning environment because the supporting systems are too expensive for small or medium institutions. They need an effective solution to solve the critical issue. Solution that can capture, reserve, retrieve, and distribute their explicit and tacit working knowledge.

To answer the huge demand, I propose an instruction product that teaches users to setup a learning environment based Open Source software as a substitute for proprietary systems. Although millions of people have habitually using Blog, Wiki and hundreds of web-based Open Source software, very few of them have learned the delicate skills of assembling several OS software into a solution in order to serve particular working purposes. The instruction product is a timely proposal for sharpening their skills to improve the quality of their work results.

The instruction product aims at small to medium institutions that are equipped with regular personal computers and whose employees possess grade 9 or above literacy level. The product will be a train-the-trainer product that targets at internal trainers because internal trainers usually responsible for or participated in procurement of learning services and products in their institutions. A success on the first target customer group will trigger great potential business opportunities for QED.

It is undeniable that some institutions prefer hiring instructors to conduct face-to-face training to solve organizational learning management problems; however, the high employee turnover ratio in small to medium institutions make face-to-face instruction inefficient and cannot be put on a par with the proposed instructional product that provides following advantages,

1            It provides asynchronous learning form. Learners can review the instruction unlimited times, in their own paces, and whenever they are available.

2            It offers a user-friendly interface that requires only basic literacy, computer skills and domain knowledge.

3            It includes an assessment system which ensures that all skills and knowledge developed through the instruction will be measured. A conjunctive feedback system further ensures that all questions occurs in learning can be answered either through internal links to related materials or through external links to suggested resources over the Internet.

In conclusion, I propose the product-based instruction, an instruction product for building an affordable learning environment for learning organization, base on the belief that QED will gain considerable profits from the product because of the low development cost, the huge prospective customer base, the easy distributed nature of product-base solution; and the capability to derive great potential business opportunities for QED.

Please contact me through the email and telephone listed below whenever necessary. I will be happy to further explain the details of my proposal to you and your respectable team.


            Susan Lulee


TEL: 626-921-4766 (O), 626-921-1827 (H)



David Perkins (2006). David Perkins’ 21st Century video clip. Part of the learning material for Teaching for Understanding with Technology 2 course at WIDE, Harvard Graduate School of Education. Retrieved February 10, 2007, from http://learnweb.harvard.edu/WIDE/

Peter Senge (1990), The Fifth Discipline, New York: Doubleday.