Evaluation Phase

During the Evaluation phase, you examine the extent in which the training has achieved the performance objectives developed during the Design phase. You identify what needs to be measured and the method you will use to gather results data. Data is typically captured on the learner’s reaction to the learning experience, the knowledge gained and the transfer of skills to the job. This data is then analyzed and reported to your client and key stakeholders.

Consulting Skills

The instructional design process depends on effective use of consultative skills. You will work in partnership with your client and key stakeholders to identify needs, design and develop a solution and then implement and evaluate the solution. You will need to listen, educate and offer advice to your client. These skills are what hold the entire design process together.

Administration

Like any other process, there are many administrative tasks that need to be taken care of during all five phases of the process. These administrative tasks can help make or break the learner experience and staying on top of the details is critical. 

Implementation Phase

The Implementation phase is when you deliver your developed learning experience. First you will pilot your program to a sample of your target audience and then determine what modifications or enhancements are needed. Then you will rollout the learning experience to your target audience.

Design Phase

During the Design phase, you identify the appropriate solution to close the gap between the desired and actual performance. A solution is designed, whether it be a classroom-based training program, e-learning, self-study, on-the-job training or a blend of a variety of instructional design methods. During this phase you create performance objectives based on the outcomes you are trying to achieve, and then design a learning experience based on those objectives. The result is a high-level design document that is validated by your client and/or key stakeholders and serves as the blueprint for your solution.

Development Phase

During the Development Phase, use the High-Level Design Document to work with subject matter experts (SMEs) to create instructional materials to support the learning experience.

For classroom-based learning this may include participant workbooks, instructor guides, visuals, prework and handouts.

If you are designing an online learning experience, you may develop slides for your Placeware/WebEx/LN Presenter session supporting materials.

For on-the-job training you may be developing task training checklists, reference materials and job aids.

These materials are then reviewed and approved for a pilot test.

Analysis Phase

The Analysis phase is the examination of the gap between the desired performance and actual performance and the reasons for this gap. The gap in performance might be due to a lack of skill, knowledge, aptitude, or a host of other factors that impact performance. During this phase you gather data to determine the root cause of the performance issue or opportunity and determine the appropriate solution—whether it is training or another intervention.