T&D: Start Your Analysis & Design Efforts in the Initial Client Meeting

Portray a Responsiveness From the Git-Go

Clients like that. Especially if they are in a hurry.

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I usually hear them out after teeing up what I’d like to start if not conclude in this first meeting. Then I go through the 4 Analysis sets of data and attempt to start the Design – as appropriate. I do Active Listening – mentioning what they’ve already told me – as I move through the 4 types of Analysis that are central to my methods.

If we won’t have enough data to immediately jump into Development after this meeting – I’d like the clients to see that immediately. Just as I conclude that too.

It’s all about being together on the journey – or on the quick trip together. Remember they are in a hurry (most of the time). It’s also important not to rush if they are not in a hurry – in that initial meeting.

Once – if – they too see that there is not enough to “get going” right now – then we can talk about the need for additional – but quick – Analysis and Design – and how to conduct that quickly – and who to involve in generating and then reviewing that – before Development. Quickly.

Who Are the Target Audiences?

Who is “in the box” – on the edge – and outside the box?

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What Performance Capabilities Do They Need?

What new or different outputs will they produce? And/or new or different Tasks? Or Role shifts? And new or historical gaps that can be/should be anticipated?

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How Outputs and Tasks are measured, and what the standards are, requires understanding all of the Stakeholders. They set the bar – so to speak.

Determine: “who cares – about what?”

What Do They Need To Know In Order To Be Able To Do?

What are the obvious enabling Knowledge/Skills needed in order to perform?

The non-obvious can be identified during Development – don’t boil the ocean for a cup of tea now – in the first meeting with the client.

Defer some of your Analysis and Design into Development. Otherwise you end up in Analysis or Design Paralysis.

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What Already Exists That Can Be Leveraged?

Any and all content – existing Learning Content and Job Aids, SOPs, Vendor Materials, etc., etc., might be appropriate to use – ReUse – going forward. Identify that ASAP – as there is no good reason to reinvent any wheels/

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How Does All of THAT Affect the Design?

The Performance data feeds #1, #2, and #3. Rough this Lesson Map out in front of the client on a white board, flip chart, or blank piece of paper – or on your tablet.

Discuss the least expensive Deployment modes and media as you see it – and ask for their concurrence.

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The enabling K/Ss feeds #4.

Estimating the length of all the chucks – Instructional Activities – enables one to better estimate #5. Tell them, “Every Number is Wrong. But we hope to be within 10-15% in the aggregate.” (Or 25% if it still feels fuzzy.)

Use a “Truth in Titling” approach for #6. No “cute” titles.

Resources for Free

I started this book in 1983 and finally finished it in 1999.

Now available as a free PDF and as a Kindle and Paperback.

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Resources for For a Fee

I updated lean-ISD and several other books to create this more modular approach to performance-based ISD – and the transition from Training to Performance Improvement Consulting.

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Consulting Services

I’ve been developing staff and clients since 1983.

Contact me to discuss your needs and timetable.

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