Instructional Materials Toolkit

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Be accountable for reviewing and evaluating Work Plans, casualty data, Instructional Materials, and manuals in order to ensure that safety initiatives comport with the intent of the regulations.

More Uses of the Instructional Materials Toolkit:

  • Be certain that your organization develops supporting Instructional Materials that enhance thE Learning objectives.

  • Pilot: design, develop, and deliver customer Instructional Materials.

  • Evaluate and enhance Instructional Materials using current Instructional Design standards and criteria.

  • Confirm your planning maintains an organized and proper supply of department Instructional Materials.

  • Analyze training trends to provide guidance and policy advice on matters concerning development or modification of Instructional Materials.

  • Make sure that your organization prepares Instructional Materials.

  • Identify and edit graphics for use in Instructional Materials.

  • Be able to utilize Multimedia Design to create Instructional Materials.

  • Adapt Instructional Materials created for one format to another format (usually from face to face to eLearning or virtual settings).

  • Apply instructional guidelines, policies, regulations, and official notices; to the preparation of curricular content for Instructional Materials.

  • Standardize: Instructional Materials and Curriculum Development.

  • Pilot: design device and system User Interfaces and associated Instructional Materials.

  • Assure your business participates in and supports the professional learning goals for implementation of High Quality Instructional Materials.

  • Be accountable for providing for the security of facilities, equipment and Instructional Materials and maintaining safe Working Conditions.

  • Secure that your planning develops training and Instructional Materials.

  • Arrange that your operation develops supporting Instructional Materials that enhancE Learning objectives.

  • Create complex, high quality, and innovative Instructional Materials and learning solutions using proven Instructional Design methodology and current Industry Trends.

  • Develop Instructional Materials.

  • Arrange that your team selects, prepare and maintains current curriculum, course outlines and printed and non printed Instructional Materials.


Save time, empower your teams and effectively upgrade your processes with access to this practical Instructional Materials Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Instructional Materials 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 Materials specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Instructional Materials 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 999 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 Materials improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you identify specific Instructional Materials investment opportunities and emerging trends?

  2. Who will be in control?

  3. When is Root Cause Analysis Required?

  4. What are the record-keeping requirements of Instructional Materials activities?

  5. Is the need for Organizational Change recognized?

  6. Is there a Work Around that you can use?

  7. How can Risk Management be tied procedurally to process elements?

  8. What is your decision requirements diagram?

  9. Who manages Instructional Materials risk?

  10. Are you maintaining a past-present-future perspective throughout the Instructional Materials discussion?

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 Materials book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Instructional Materials 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 Materials Self-Assessment and Scorecard you will develop a clear picture of which Instructional Materials 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 Materials 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 Materials projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Instructional Materials project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Instructional Materials Project Team have enough people to execute the Instructional Materials Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Instructional Materials Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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 Materials 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 Materials 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 Materials project with this in-depth Instructional Materials Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Instructional Materials 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 Materials 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 Materials investments work better.

This Instructional Materials 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.