Page 10 - GL Team Playbook_test

Processes & SOPs

Requesting Training (Initiate Project)

Course/Curriculum Request
Training Needs Analysis (TNA) Process

Course Development Process
Development Process/Time Line

Details the phases of development and associated responsibilities for each. We will add links for various
pieces as development on playbook continues.
Planning Phase

1) Initial request: (from client/customer)
a. Client reaches out for training
2) Initial Scope Meeting: (Chief stakeholder/LBP/ISD/SME)
a. Problem (gap)
b. Foreseeable solution
c. Expected outcomes/what does success look like
d. Audience size/geography
e. Existing solutions/training/materials
f. Stability/Stage of Product
g. Deadline/target dates
h. Initial Overview of GL Capabilities
i. Suggested learning direction(s)
ii. Examples of levels/timelines
iii. Good/better/best
3) GL Analysis: (LBP/ISD)
a. Review all materials
b. Determine recommendation
4) Deliver plan to Stakeholder: (Stakeholder/LBP)
a. Review recommendation
b. Gain agreement
c. Explanation of process (including SME review process)
d. Expectations (deliverables from Stakeholder/SME)
e. Mitigation plan

Analysis Phase

1) Analysis meeting (SME/ISD…Stakeholder/LBP optional)
a. Walk through content
i. Identify tasks (goals)
ii. Build task/audience matrix (if applicable)
b. Draft objectives

Design Phase

1) Design Phase: (ISD)
a. Finalize objectives
b. Establish timeline (deliverables, reviews, implementation)
c. Draft initial storyboard/script
2) Draft Storyboard review: (SME/ISD)
a. Review initial storyboard

Development Phase