Templates

Working artifacts for the systems behind L&D work.

Use these when the next useful move is not another article. Each template gives you a simple structure, a filled example, and one way to use it today.

Abstract learning operations system map showing intake, review, ownership, and measurement flow

Start with the artifact that matches the problem.

Open the HTML page when you want the full explanation. Download the PDF when you need a clean working copy for a meeting, review cycle, or planning session.

Training Intake

Training Intake Worksheet

Use this before accepting a course, workshop, job aid, or content request so the team can name the task, audience, workflow, and evidence standard.

SME Review

SME Review Checklist

Separate fact issues, workflow issues, approval calls, risk concerns, and preferences before SME review becomes one overloaded step.

Measurement Plan

Measurement Planning Worksheet

Define the decision your evidence needs to support before the team defaults to completions, satisfaction, or dashboard noise.

LMS Decision Log

LMS Governance Decision Log

Record repeated LMS decisions about ownership, permissions, reporting, catalog structure, migrations, testing, and admin standards.

Content Maintenance

Content Maintenance Tracker

Make content ownership, review dates, audience, source material, and retirement triggers visible before the library quietly decays.

AI Workflow Brief

AI Workflow Brief

Define one AI-supported L&D workflow, including source material, allowed tasks, review gates, risk checks, and the human decision owner.