Resources
Project Charter
This template defines the project’s purpose, scope, stakeholders, and goals. It is essential for aligning everyone from the start, preventing scope creep, and guiding decisions throughout the instructional design process.
This section contains downloadable templates, checklists, and guides to help you apply project management principles directly to your instructional design work. More resources will be available as the community grows.
Corporate Templates
Higher Ed Templates
Needs Analysis
This template identifies performance gaps and determines whether training is the right solution. It ensures learning interventions are targeted, relevant, and based on accurate audience and problem data.
Stakeholder and SME Management Plan
This template outlines stakeholder roles, responsibilities, and communication plans. It helps coordinate SMEs and reviewers, reduces delays, and ensures smooth collaboration across the project.
Learning Solution Scope and Requirements
This template specifies all content, technical, and design requirements needed to build the training solution. It clarifies expectations early and ensures development aligns with project goals and constraints.
End-to-End Project Timeline (Gantt)
This template specifies all content, technical, and design requirements needed to build the training solution. It clarifies expectations early and ensures development aligns with project goals and constraints.
Instructional Design Workflow Checklist
This template ensures every step of the instructional design process is completed thoroughly and consistently. It supports quality control, efficiency, and adherence to models like ADDIE.
Learning Content Tracker
This template tracks progress across modules, tasks, and assets. It provides visibility into development status, identifies bottlenecks, and ensures all pieces move toward completion on time.
Quality Assurance (QA) Review Checklist
This template verifies content accuracy, technical functionality, and accessibility. It ensures training materials meet quality standards and function correctly before launch.
Post-Project Evaluation and Lessons Learned
This template captures insights about what worked, what did not, and how future projects can improve. It supports continuous improvement in instructional design processes and outcomes.
Project Charter
The Project Charter defines the project’s purpose, scope, and key expectations. It ensures all stakeholders begin aligned and understand their roles from the outset.
Needs Assessment
The Needs Assessment identifies gaps between current and desired performance or learning outcomes. It helps determine whether instructional or non-instructional solutions are needed.
Course Design Blueprint
The Course Design Blueprint outlines how learning outcomes, assessments, and activities connect. It provides a clear plan to guide the course development process.
Project Timeline and Milestone Tracker
This template maps out project phases, tasks, and deadlines. It helps teams stay organized and maintain steady progress toward completion.
Stakeholder Communication Plan
The communication plan establishes how and when updates will be shared across the project team. It ensures consistent information flow and effective collaboration.
Risk Assessment and Mitigation Plan
This template identifies potential challenges that could affect project success. It supports proactive planning by outlining strategies to reduce or address those risks.
Learning Outcomes Assessment Map
The assessment map aligns learning outcomes with appropriate assessment methods. It ensures that learning is measured meaningfully and supports accreditation needs.
Quality Assurance Course Review
This QA template evaluates course clarity, alignment, and accessibility before launch. It helps ensure instructional quality and a positive student experience.
Resource and Budget Planning Template
The budget planning template outlines the personnel, tools, and resources required for the project. It supports accurate forecasting and effective resource allocation.
Post-Project Evaluation and Lessons Learned
This evaluation template captures what worked well and what challenges occurred during the project. It helps improve future instructional design processes through reflection.