📋 Instructional Design Client Meeting Preparation Form

🎯 ADDIE Framework Reference

A
Analysis
Needs, audience, context
D
Design
Objectives, structure, strategy
D
Development
Content creation, testing
I
Implementation
Delivery, training, rollout
E
Evaluation
Assessment, feedback, improvement

AAnalysis Phase - Understanding the Need

1. What is the primary business problem or performance gap this training will address?
Follow-up probes:
  • What evidence do you have that training is the right solution?
  • What happens if we don't address this issue?
  • How will you measure success?
2. Who is the target audience and what are their characteristics?
Key audience factors to explore:
  • Experience level with the subject matter
  • Technical skill level and device access
  • Educational background and literacy level
  • Language and cultural considerations
  • Motivation and attitudes toward training
  • Time constraints and competing priorities
3. What specific knowledge, skills, and behaviors need to be developed?
4. What is the learning environment and delivery context?
Environmental considerations:
  • Physical environment (classroom, workplace, remote)
  • Technology infrastructure and limitations
  • Time constraints and scheduling preferences
  • Organizational culture and change readiness

👥Stakeholder & SME Collaboration

5. Who are the key stakeholders and what are their roles?
Stakeholder mapping:
  • Project sponsor and decision maker
  • Subject matter experts (SMEs)
  • Target audience managers
  • IT/Technical support
  • Training coordinators
6. What content expertise and resources will SMEs provide?
7. What is the approval and review process?

⚖️Project Constraints & Requirements

8. What are the timeline expectations and key milestones?
9. What is the approved budget and resource allocation?
10. What technology platforms and delivery methods are required?
11. What compliance, accessibility, or regulatory requirements must be met?

🎨Design & Development Approach

12. What instructional strategies and media preferences exist?
13. Are there existing materials, branding, or style guidelines to follow?
14. What similar training programs have been successful or unsuccessful in the organization?

📊Evaluation & Success Metrics

15. How will training effectiveness be measured?
Kirkpatrick's Four Levels:
  • Level 1 - Reaction: Learner satisfaction and engagement
  • Level 2 - Learning: Knowledge and skill acquisition
  • Level 3 - Behavior: Application on the job
  • Level 4 - Results: Business impact and ROI
16. What ongoing support and maintenance will be needed?

⚠️Risk Assessment & Contingencies

17. What potential challenges or risks could impact the project?
18. What contingency plans should be considered?

Meeting Preparation Checklist

📝Additional Notes & Action Items

Meeting Notes & Key Insights:
Action Items & Next Steps: