Getting Started with zipBoard: For Learning Designers

This guide helps you navigate zipBoard’s features tailored to learning design workflows.

Step 1: Set Up Your Project

1. Log in to zipBoard and click "Create a New Project."
2. Name your project or specify the type of learning materials you’ll review (e.g., SCORM Modules, Training Videos, PDF Guides).
3. Set statuses at the project level (e.g., Draft, Review, Final) to reflect your workflow.

📌 Pro Tip: Organize your project into phases, such as Storyboard Review, SCORM Testing, and Video Feedback.

Step 2: Upload Learning Materials

1. Navigate to your project dashboard and click "Add Files."
2. Upload SCORM packages, video files, or PDFs. For SCORM content, zipBoard can host and preview the content directly.
3. Categorize files into phases (e.g., Module 1, Assessments) to streamline navigation.

📌 Example: Upload a PDF guide for Module 1 and categorize it under Learner Handouts.

Step 3: Annotate and Review Content

1. Open any uploaded file (e.g., a SCORM module, video, or PDF).
2. Use annotation tools to:
   • Mark issues or suggest edits directly on the file.
   • Add timestamps on videos for precise feedback.
   • Highlight text in PDFs to point out errors or suggest revisions.
3. Reply to comments, accept/reject feedback, and mark annotations as Resolved or Cancelled.

📌 Pro Tip: Use zipBoard's comment threads to collaborate in real time with stakeholders.

Step 4: Track SCORM Package Testing

1. Preview SCORM content directly in zipBoard to test navigation, interactivity, and completion tracking.
2. Report any bugs or inconsistencies by creating tasks linked to specific slides or elements.

📌 Example: If a quiz question in a SCORM package doesn’t load, highlight the issue and tag the developer to fix it.

Step 5: Share Learning Materials with Stakeholders

1. From the project dashboard, select the SCORM package, video, or PDF you want to share.
2. Click "Share Link" and customize permissions:
   • Viewer Only: Allow collaborators to view the material without editing or commenting.
   • Commenter: Enable reviewers to add annotations or comments.
3. Share the link with stakeholders via email or integrate it into platforms like Microsoft Teams or Slack.

📌 Pro Tip: Use zipBoard’s guest access feature to involve external reviewers (e.g., SMEs or clients) without requiring them to create an account.

Step 6: Track and Prioritize Feedback

Once feedback starts coming in, it’s essential to organize and act on it:

• Triage feedback based on its urgency, relevance, and impact on learner outcomes.
• Prioritize actionable feedback that aligns with project goals.

Learn more about tracking and prioritizing feedback here.

Step 7: Manage Versions and Updates

1. Upload updated versions of SCORM files, videos, or PDFs as feedback is implemented.

Step 8: Generate Reports

1. Use zipBoard’s reporting tools to compile feedback and unresolved tasks into a shareable report.
2. Share reports during construction meetings to prioritize action items.

Benefits of Using zipBoard for Learning Design

• Centralized Review: Host and manage SCORM, videos, and PDFs in one place.
• Streamlined Feedback: Annotate directly on content for precise and actionable reviews.
• Version Control: Ensure stakeholders always see the latest iteration of the material.
• Collaboration Made Easy: Engage with reviewers in real time, even if they’re external to your team.