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My Process

Much as we may wish that learning modules and training sessions could emerge from our minds fully formed, there's a detailed process that instructional designers follow in order to create great learning experiences. Here's a snapshot of the process I use in my work. I've provided examples of tools and templates I've used in past projects, but of course, these may differ depending on the client and the project.

Image by Mark Fletcher-Brown



During this phase, a needs analysis is formed and performance gaps are identified. Knowing why a class or training is needed helps when creating learning objectives. Close collaboration with other team members and stakeholders is critical in this step.


Learning Objectives

After identifying the purpose of the training, it's time to create detailed learning objectives. These objectives should be specific and align with exactly what the learner should be able to do after completing their training.

Image by Markus Winkler
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Design Planning

This is the rough draft phase where I start to draft ideas for how content will be presented in order to maximize learning and mastery of critical concepts. Working with SMEs is also critical at this stage, in order to understand exactly what is expected. I think of this as my roadmap for the rest of the project. Here is one version of a design plan that I've used in previous projects.



If the design plan is the skeleton of the project, then the storyboard is the musculature that makes everything come together and move. My storyboards include the content, graphics, quizzes, interactions, and any other learning components I plan on using for the final project. It's the detailed plan I use for creating the actual course or training. During this phase, I typically work closely with voice talent, graphic designers, and other team members to manage the creation of any resources that will be used in the training.

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Final Project

This is an iterative phase, where the course or training is designed within the LMS. From there, the course is reviewed and feedback is provided. This quality assurance process is vital to ending with an ideal end result. Incorporating feedback and finalizing the project is exciting and satisfying for all involved!