SMB Training Solutions Project Request Form

Steps for Content Design & Development of New Training Projects:

1) Receipt of Instructional Design Request form

2) Schedule & complete Project Kick-off Meeting with Sharron Bauer and Stakeholders & Subject Matter Experts.

3) Needs Assessment (research completed with SME's, Stakeholders & select learners), and presented to Stakeholders.

4) Project Plan with time line, created by Sharron Bauer, with acceptance by stakeholders.

5) Research/collaboraton with SME's

6) Meeting to review content, storyboards, graphic art direction

7) Reviews of drafts (1st/2nd/3rd rounds)

8) Course Drafts & Edits

9) Final Draft Approval

10) Course testing (department/users)

11) Course Implementation

12) Project Take-AwaysAll Training projects are a collaborative effort with Sharron Bauer, subject matter expert(s).

To help expedite the process, it is important to include as much information on this form as possible. If some information is unknown at this time, just indicate it in the space.

Name (Requestor)*

First NameLast Name

Title*

Company Name*

Phone Number*

Please enter a valid phone number.

Email*

example@example.com

Project Stakeholders (leadership, business partners or others) affected by the results of the training*

Project Subject Matter Experts - SME - (those that possess info needed to solve the info or skill gap - could be staff or volunteers)*

Reviewer(s)/Final Approver(s) - those who will review content and approve drafts/final work.*

Project Scope (choose all that apply)*

Estimated Date Content Needed by:*

Project Description*

Intended Outcome/Benefit (ROI)*

Target Audience (choose all that apply)*

Describe your learners with great details:*

What are the issues that the training will address? Tell me the "story" of the "why" for the needed training.*

What are the expected outcomes? Clearly identify the changes or improvements expected as a result of the training.*

Measurement(s) of Success: Tell me what how you will judge success and how you will track it.*

Upload any materials to aid in research or content creation.

Project Request Form

Use this form to request training designs through content creation for in-person, virtual, e-learning and/or training aids for learning experiences.

Steps for Content Design & Development of New Training Projects:

Contact Information

Project Details

Learning/Performance Objectives