533568342
Date:
Project Lead:
eLearning Project Start-Up/Intake: Facts & Expectations
1.
2.
Client: Agency/office, person
Goal of training: In 1-2 sentences, what is this
project about and why is it being done?
3.
Objectives: What does the audience need to be able
to do by the time they are finished with this training?
(Knowledge level? Comprehension level? Problem
solving?)
4.
Audience: Who is the training for? What do they do?
What will they do with this product? What are the
prerequisites?
5.
What are the audience’s technical
capabilities? Do end users have internet connections,
up-to-date computers, Microsoft Windows, Microsoft
Office, etc.? Are they moderately computer literate?
6.
Number of trainees: Approximately how many
people need this training and how many can realistically be
trained at a single time? How many sessions do you
anticipate this will take?
7.
Length: How long do you anticipate this training will
take?
8.
Models/Examples: Identify examples of other
projects that this training will be or should be similar to
9.
Time Frame: Expectations for when this training will
be needed
10. Learning Delivery Formats: In Class, eLearning
(self-paced WBT), Virtual Classroom, social/collaborative,
coaching/mentoring, OJT, Information learning and
knowledgebase, mobile-tablet, mobile – smartphone,
other, such as web portal resources, teleconferences video
11. Admin/Tracking: Are there any administrative or
tracking requirements, e.g., track users or usage; connect
to a learning management system
12. Content:
What percentage of the content already
exists? What format/form is it in? What percentage of the
content is new? What reference material exists?
13. Testing:
Is there a ‘formal’ test? Describe any written
or performance test that must be passed for successful
completion.
14. Collateral Materials: Are there any additional
materials needed? Examples: job aids, workbooks, student
guides, train-the-trainer guides, etc.
15. Activities:
Describe activities - things learners can DO,
to engage and interact with the learning content. Include
interaction with the content, other learners, instructor(s),
and others.
16. Multimedia: Resources needed - What do you
currently have and what still needs to be developed?
Examples: video, animations, complex graphics
17. Training Evaluation: Describe the level and purpose
of any after-training evaluation: 1) learner reactions, 2)
learning difference, 3) application to job, 4) outcomes
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533568342
eLearning Project Start-Up/Intake: Facts & Expectations
18. Processes outside of design/development:
Who is running the show? Who is involved and how? How
many layers of review and approval are expected?
19. Training Needs Assessment/Analysis: Has a
training needs assessment been done to determine what is
needed and why? What is the scope and level of training
needed?
20. Head’s up: Constraints, politics, issues, risks and things
to watch out for
21. Confirm: Is Training “the fix?” What are those
in the target audience doing (or not doing) that they will
be able to do after training? Are there barriers to this
performance that are not addressable through training?
22. Confirm: Is Training “the RIGHT fix?” Are
there other things that can be done that will bring about
the desired performance without training? This could
include job aids, new processes/procedures/policies, or
mechanical/environmental change.
23. Post Launch Server Porting:
Will the training
need to be moved to a client, or other server, after it is
completed? Where will the training content reside in its
final state? Are there templates or standards for that
server that must be adhered to?
24. Budget: Is there a set amount or a range that is
expected for this to fall in?
25. Converting in-person/instructor led to
WBT/blended: Describe the existing course and
review/list the positive features.
26. Re: Converting to WBT/blended: Who will be
responsible for prioritizing what gets moved to which
eLearning method or is designated “supplemental” or
taken out all together?
Notes:
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