The Instructional Designer Playbook

ID and Go

These instructional design templates allow you to create training with ease and purpose.

I’ve been an instructional designer for over 10 years and want to share my templates and process. From the learner analysis, training proposal, project management prioritizes, and performance metrics – it will be all here.

From project intake to implementation, the playbook will take you there.

The workbook uses alternate pages. Odd pages help you complete the workbook, and even pages are for you to complete. This workbook includes additional worksheet that aren’t available in the standalone templates.

  • Organizational Analysis: Not every request is a course and not every course will solve a gap. The analysis walks through common questions to let you know if other interventions may be needed (e.g., job aids, mentoring, coaching, whole organization communications.)
  • Priority Matrix: Consistency is key when determining the project priority. This worksheet lets you create realistic priority based on the organization’s vision and metrics, along with taking leadership’s pet projects.
  • RACI Matrix: Document who is responsible, accountable, consulted, or informed during the project.
  • ADDIE Matrix: Document the task specific to each phase and plan out your next steps.
  • Terminal Objectives: These objectives document the task, the conditions to performane the task, and standards. These objectives describe results.
  • Enabling Objectives: These outline the steps or sub skill of the objective and should cover all the skills in a terminal objective.
  • Test Specifications: Plan out your assessment using your terminal goals and Bloom’s taxonomy.
  • Answer Specification: Document the more appropiate answers for the tests.
  • Course Outline: Plan your outline for the course.
  • Pre-Instructional Activities and ARCS: Discover how to gain attention, make the course relevant, build confidence, and improve satisfaction of the course.
  • Content Presentation: Document the outcomes for the course, supplement assets, learner participation, and learner practice activities.
  • Post Content Presention: Plan out what happens after the course to improve retention.
  • Microcourse Mapper: Used to plan out the content, type, implementation, and evaluation of a microcourse.
  • Interaction Mapper: Used to plan out the correct, incorrect, and hint states.
  • Metrics: Document the course and learner metrics and tie to performance.
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