Instructional Design Toolkit

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Reinforce employee oriented organization culture that emphasizes quality, continuous improvement, teamwork, collaboration, camaraderie, recognition, key employee retention and development, and high performance.

More Uses of the Instructional Design Toolkit:

  • Ensure your organization follows department standards to design and develop, assess, and maintain content in a variety of mediums.

  • Direct: monitor team performance and provide metrics to upper management on development, contributions, and results.

  • Be accountable for utilizing project management strategies and tools to stay on track and communicate throughout projects.

  • Manage the end to end design and development of a learning solution, from initial scoping to final learning product release.

  • Be accountable for providing your employees with easy access to high quality on demand digital content, complemented by a limited number of strategic blended programs developed internally.

  • Integrate inclusivity into people development content and talent practices to foster a sense of belonging and equality for all.

  • Devise: evaluation of learning and development interventions for input into ongoing talent development strategy.

  • Arrange that your organization provides on going consultation on Learning and Development research, learning theory and technologies, motivation theory, and instructional design.

  • Methodize: partner with smes and others on accountability for content delivery, evaluation and analysis deadlines; escalate appropriately and manage project through entire project lifecycle.

  • Confirm your organization facilitates communication with vendor implementation managers and engineers to ensure timely completion of new technology integration and timely resolution of technology related issues.

  • Coordinate: partner with internal stakeholders and liaise with experts regarding instructional design and recommend solutions for learning opportunities for all staff.

  • Develop measurement and accountability mechanisms that evaluate job readiness or performance, enabling continuous improvement.

  • Direct: IT to work closely with businesses, communities, departments and international partners to design and deliver programs that meet unique organizational needs and goals.

  • Pilot: monitor and analyze effects of learning and development programs, making necessary changes to current processes to ensure quality standards.

  • Ensure you take ownership of every idea you touch and execute it to a fine level of detail, setting targets, engaging others, and doing whatever it takes to get the job done.

  • Be certain that your organization develops and delivers communication to department and staff relating to emerging and deployed technologies.

  • Methodize: curation (souring/producing and administering) of online learning resources hosted on organization learning management system.

  • Manage advanced knowledge and skills with relevant business software systems and content creation tools.

  • Ensure your organization is nationally recognized for providing programs with formats, delivery modes and locations that address the needs and constraints facing working professionals and organizations.

  • Manage project materials efficiently so that tasks are completed on time, problems are anticipated or resolved quickly, and team members are clear on project requirements and schedules.

  • Consult with departments to identify and integrate the appropriate instructional design and technologies needed to employ evidence based instructional practices to enhance the learning process.

  • Evaluate: lean into digital media and printed assets, taking advantage of ever changing technological capabilities and features.

  • Develop reporting and analytics dashboards into data systems to enhance operational efficiency and organizational feedback to provide metrics for key performance indicators (KPIs).

  • Evaluate and enhance instructional materials using current instructional design standards and criteria.


Save time, empower your teams and effectively upgrade your processes with access to this practical Instructional Design Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Instructional Design related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Instructional Design specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Instructional Design Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Instructional Design improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What knowledge, skills, and attitudes are critical for success as an instructional designer in the contemporary business and industry workplace according to the research participants?

  2. What are the implications that human psychology, medium, instructional design and multiple intelligence practices have on delivering leading edge online department education?

  3. What are the available resources, constraints, and culture of your organization that will affect how the instruction is developed, delivered, and applied by the learners?

  4. What strategies and approaches would the research participants use to prepare instructional design employees for the realities of the business and industry workplace?

  5. How does the employee proceed from the point of having learned some subordinate knowledge or skills to the point of having acquired a new capability?

  6. What method offers the most holistic approach to capturing contextually-detailed descriptions of instructional design workplace competencies?

  7. How will the practicing designer keep up with emerging paradigms when one no longer has physical access to experts in an educational setting?

  8. How will embedded learning analytics influence the instructional design and development of online course materials and educational software?

  9. Is education about the transfer of knowledge, or does it involve more complex processes between employees, learners and the content domain?

  10. Does the instruction provide an opportunity for learners to create, invent, or explore new and personal ways to use new knowledge or skill?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Instructional Design book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Instructional Design self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Instructional Design Self-Assessment and Scorecard you will develop a clear picture of which Instructional Design areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Instructional Design Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Instructional Design projects with the 62 implementation resources:

  • 62 step-by-step Instructional Design Project Management Form Templates covering over 1500 Instructional Design project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Are estimates of costs at completion utilized in determining contract funding requirements and reporting them?

  2. Quality Metrics: How can the effectiveness of each of the activities be measured?

  3. Risk Audit: Does your organization meet the terms of any contracts with which it is involved?

  4. Schedule Management Plan: Have adequate resources been provided by management to ensure Instructional Design project success?

  5. Responsibility Assignment Matrix: Are the overhead pools formally and adequately identified?

  6. Network Diagram: Why must you schedule milestones, such as reviews, throughout the Instructional Design project?

  7. Closing Process Group: How critical is the Instructional Design project success to the success of your organization?

  8. Planning Process Group: Why is it important to determine activity sequencing on Instructional Design projects?

  9. Quality Metrics: Was the overall quality better or worse than previous products?

  10. Change Management Plan: What are the responsibilities assigned to each role?

Step-by-step and complete Instructional Design Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Instructional Design project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Instructional Design project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Instructional Design project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Instructional Design project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Instructional Design project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Instructional Design project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Instructional Design project with this in-depth Instructional Design Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Instructional Design projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Instructional Design and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Instructional Design investments work better.

This Instructional Design All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.