| Training needs summary | Audience, current gaps, learning goals, priority topics, risk areas, and expected use cases. | Document or worksheet | Discovery and planning | Business goals, audience details, current training pain points. |
| Curriculum and module map | Module sequence, topic hierarchy, learning objectives, duration assumptions, and content dependencies. | Spreadsheet, document, or board | Strategy and architecture | Source documents, SME inputs, role expectations. |
| Storyboard or script | Slide-by-slide or screen-by-screen structure with narration notes, interactions, visuals, and assessment cues. | Document, slide notes, or authoring draft | Pre-production | SME review, examples, terminology rules. |
| Training deck | Learner-friendly slide content, visuals, examples, practice prompts, summary pages, and facilitator cues where needed. | Presentation and PDF | Production | Brand assets, content approval, design preferences. |
| Facilitator guide | Session plan, talking points, discussion prompts, activity notes, timing factors, and review guidance. | Editable document and PDF | Production and delivery prep | Delivery style, trainer needs, classroom or remote format. |
| Learner workbook or handout | Key concepts, exercises, checklists, reflection prompts, reference notes, and follow-up actions. | PDF or editable document | Production | Learner level, usage context, required brand tone. |
| Job aids and quick-reference guides | Step-by-step task support, process flows, decision rules, tool tips, and escalation points. | PDF, image, document, or intranet-ready format | Implementation support | Final process steps, screenshots, approval rules. |
| Assessment bank | Knowledge checks, scenario questions, answer keys, scoring guidance, and feedback notes. | Spreadsheet, document, or LMS import-ready format | QA and evaluation | Passing criteria, risk level, review sign-off. |
| LMS-ready package support | File exports, naming conventions, metadata guidance, basic compatibility preparation, and upload support where scoped. | SCORM, xAPI, PDF, video, or platform-specific files | Handover and launch | LMS requirements, access rules, technical constraints. |
| Version and QA log | Review history, change notes, outstanding questions, quality checks, and handover details. | Tracker or document | Quality assurance and closure | Reviewer feedback, approval decisions, final owner names. |