The following templates are sample documents that already have some details of the instructional design process in place. These templates can be adapted to meet the needs of your training. Once the templates are completed, you can edit, save and manage the result as a Microsoft Word document.
This template includes a brief executive summary in a business format that clarifies your project to organizational members. These may be staff members within the organization who are not aware of your project or its scope. You may need these individuals and their support. This template includes:
- A project title
- Organizational need that identifies the performance problem and why training is an appropriate solution
- A written statement of the instructional goal for this project.
- Project description
- A project timeline that lists a projected completion date for each step of the instructional design process
This template includes information about the subject training and the learners. It includes: includes:
- A learner and context analysis that 1) is thorough, 2) is based on direct information, and 3) uses the information gathered to prescribe training activities
- A task analysis that is 1) accurate, 2) complete, 3) arranged in a hierarchical (outlined) format, and 4) is based on outside research, and lists sources of information used.
- A list of instructional goals (for the overall training topic and for each main task).
Instructional Plan Template (.DOC)
This template includes a design document or “blueprint” for the training program that
- Clearly describes the sequence of training activities,
- Classifies each activity as one of the “events of instruction”,
- Is coherent and congruent,
- Labels the instructional approaches and media to be used, and
- Is clearly consistent with the relevant foundation theories.
This template provides the format and lists the required information for an instructor-led training. Use the template as a starting point for developing your guide.
Formative Evaluation Template, Formative Evaluation Checklist for Evaluator (.DOC), and Formative Evaluation Form for Evaluator (.DOC)
This template will require you to select three reviewers for triangulation. It includes:
- A description of the reviewers and methods used to gather information from them. Enough specific comments and suggestions from a triangulated set of reviewers.
- A summary of the comments and suggestions that 1) references the comments and suggestions by page number, and 2) clearly indicates your decisions about incorporating the suggestions.
- The “raw data” from the reviewers is to be kept in your project binder.
- Each reviewer should be asked to answer the following questions about your project:
- Are the instructional materials appropriate for the identified learning outcome?
- Are the instructional materials sequenced and clustered in a logical manner?
- Are the instructional materials and instructor’s guide clear and easily understood?
- Is the time frame allocated for each instructional activity reasonable?
- Are the evaluation tools appropriate to measure learning outcome?