📋 Instructional Design Client Meeting Preparation Form

Client Name:

Project Title:

Meeting Date:

Prepared By:

🎯 ADDIE Framework Reference

Analysis
Needs, audience, context

Design
Objectives, structure, strategy

Development
Content creation, testing

Implementation
Delivery, training, rollout

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

Prepare meeting agenda with clear objectives and time allocations

Gather background materials including previous training, org charts, and relevant documents

Customize questions based on project type and organizational context

Prepare portfolio examples to illustrate design approaches and capabilities

Review ADDIE process to explain instructional design methodology

Set up recording tools (with permission) and note-taking templates

Plan follow-up steps including documentation and next meeting scheduling

Set clear expectations about the discovery process and project timeline

📝Additional Notes & Action Items

Meeting Notes & Key Insights:

Action Items & Next Steps:

This form is designed to ensure comprehensive project discovery and successful instructional design collaboration.