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Under the Process page, you read about the steps I take to create instruction.

When approached with an instructional need, I launch my planning, design, and
development process with the following questionnaire, which was influenced by the book, Strategic Learning by W. Peitersen.

Analysis is a detailed process, but it informs all the other steps and the final outcome of the project.

Below, is a questionnaire designed to help my Stakeholder(s) and SME dig into the
training needs, training gaps, and competency requirements in relation to the audience – as well as thoroughly reveal the expectations of the Stakeholder(s).

Digging Deeper into the Situation and Its Analysis

1. Who gets trained?

2. What is the goal of the audience’s training?

3. What problem/ need/ issue is this instruction intended to solve?

4. What is the instructional need of the intended audience?

• learn basic skills on _____
• address known pain points on _____
• address known knowledge gaps on _____
• answer commonly asked questions, which entail_____
• learn a new approach, which entails ____

5. What should the audience be able to do or know after the instruction?

• troubleshoot their own____
• change their performance on____
• enhance their performance on____

6. How do you envision the way in which the instruction is delivered to the audience?

• Classroom
• Webinar
• Self-paced eLearning
• Self-paced Workbook

7. At what point should the instruction be delivered?

• Is there a point in the audience’s knowledge development where this instruction is expected to fit?
• Does the subject of the instruction have an existing curriculum?
• If so, where should the instruction fit into the subject's curriculum?
• Are there any prerequisites for this instruction?

8. How is the success of the instruction expected to be measured?

• What are the desired competencies of the learner audience?
• What is the desired change in behavior or performance of the learner audience?
• What is the desired impact on the business, the educational institution, the
  institution’s students?

9. What goal/ objective does the instruction solve from the audience’s perspective?

• What value or benefit does the instruction provide the audience?
• How is the success of this value or benefit measured?
• Does the instruction’s value or benefit map to what the audience values and
• needs the most?

10. The Triple Constraints:

• What is the project’s budget?
• What is the desired timeline for the project, from start to Go Live?
• What resources are available?
• How much time will the resources be available to meet with the ID during analysis, development, and validation of the training?