I give you the full picture of learner’s needs.

My Process

Comprehensive Needs Analysis

  • Tasks

    Collaborate with the client, project stakeholders, subject matter experts, and end learners.

    Identify skills gaps and the most effective approaches to address them.

  • Tools

    SmartSheet

    PowerBI

    Miro

    SurveyMonkey (for surveys and data collection)

    Zoom or Microsoft Teams (for virtual meetings)

Content Outline & Activity Design

  • Work with subject matter experts to develop a high-level content outline.

    Describe activities and interactions that will help learners practice and master the required skills.

    Obtain client approval for the content outline and activities.

  • Microsoft Word

    Microsoft PowerPoint

    Google Docs (for collaborative writing)

    Lucidchart (for creating diagrams and flowcharts)

Rapid Prototyping

Tasks

  • For in-person courses: Develop materials such as PowerPoint presentations, speaker guides, or other instructional materials.

  • For online courses: Build functional prototypes without graphic design to establish the look, feel, and flow of the course.

    Tools

  • Adobe XD

  • Figma

  • Articulate Storyline

  • Articulate Rise

  • Microsoft PowerPoint (for quick in-person prototypes)

View Storyboard and Protype Samples

Multimedia Development

  • Create multimedia elements such as live-action videos, animations using tools like Vyond, or printed materials using Adobe InDesign.

    Go through a feedback cycle to refine and fine-tune the prototype.

  • Adobe InDesign

    Microsoft PowerPoint

    Canva Pro

    Camtasia Video Editing Suite

    Vyond for animations and whiteboard videos

    Adobe Premiere Pro (for advanced video editing)

    Audacity (for audio editing)

Final Walk-Through

  • Conduct a final walk-through with stakeholders to make any necessary adjustments.

    Ensure all final media and materials are in place.

  • Tools from previous stages as needed for final adjustments

    Trello or Asana (for project tracking and task management)

Launch and Follow-Up

Tasks

  • Launch the in-person session or digital course.

  • Follow up periodically, especially within the first six months, to assess if initial goals are being met.

  • Provide additional support as needed to ensure learner success.

    Tools

  • Power BI (for follow-up analysis)

  • Miro (for collaborative follow-up sessions)

  • Slack (for ongoing communication and support)

  • Google Analytics (for tracking engagement and success metrics for online courses)

Key Deliverables

Each project is unique, but there are a few steps I never skip. 

Within the Analysis, Design, and Development phases, I incorporate the iterative design of the Successive Approximation model to adapt to changes and continuously improve the learner experience.