Who (define learner characteristics and target demographics, including age range, current level of experience, levels in the organization, etc.)
What (define the target behavioral outcomes and potential learning constraints)
How (Explore the desired delivery components & budget. Web‐based modules? On‐the‐Job training [OJT]? Pre‐work/Post‐work? Tests/Audits?)
Determine the instructional, visual and technical design strategy for all modules and/or learning treatments. Apply instructional strategies and outcomes
to address each major domain (cognitive, affective, and psychomotor)
Create prototype learning treatments (this is an opportune time to design all major learning exercises and other scripted learning experiences. Includes
storyboarding elements for any web‐based learning modules, defining all pre‐work, designing any OJT requirements, field experiences, etc.)
Develop draft materials (Packaging all the design elements together!)
Review with stakeholders (if there are changes to major elements, return back to the design stage)
Develop all final pilot ready materials including all support materials and collateral (e.g. facilitator/leader guides, participant guides, job aids, OJT
material, web‐based support modules, etc.).
Pilot Test & revision. Most revisions are refinements of execution points and time frames.
Train‐the‐trainer & revision. Adjustments made are very minor at this stage, usually limited to delivery execution details or typographical edits.
Regional / Divisional / Area‐based deployment. For smaller organizations this is a single step, and coordination requirements are low.
Summative Evaluation exists through objective metrics post‐implementation. Formative Evaluation exists throughout the project timeframe through
stakeholder feedback and communication at each point of the project .