Training Intake Use this before accepting a course, workshop, job aid, or content request so the team can name the task, audience, workflow, and evidence standard.
- Use when A requester asks for a course before naming the performance problem.
- Quick win Before accepting the next request, ask: what should someone be able to do that they cannot reliably do now?
SME Review Separate fact issues, workflow issues, approval calls, risk concerns, and preferences before SME review becomes one overloaded step.
- Use when Review comments mix facts, preferences, legal concerns, workflow changes, and style edits.
- Quick win Label every review comment before responding: fact issue, workflow issue, preference, approval issue, or risk issue.
Measurement Plan Define the decision your evidence needs to support before the team defaults to completions, satisfaction, or dashboard noise.
- Use when A leader asks whether training worked, but the team only has completions.
- Quick win Write the decision first: what will we do differently if the evidence says this is working or not working?
LMS Decision Log Record repeated LMS decisions about ownership, permissions, reporting, catalog structure, migrations, testing, and admin standards.
- Use when The same LMS admin question keeps coming back.
- Quick win List the five LMS decisions your team repeats most often, then record the owner and current rule for each one.
Content Maintenance Make content ownership, review dates, audience, source material, and retirement triggers visible before the library quietly decays.
- Use when A course library has grown faster than the maintenance system.
- Quick win Pick one high-use content area and add owner, audience, task, last reviewed date, and retirement trigger.
AI Workflow Brief Define one AI-supported L&D workflow, including source material, allowed tasks, review gates, risk checks, and the human decision owner.
- Use when People are using AI differently across the same team.
- Quick win Choose one low-risk workflow and mark where AI assists, where humans review, and who owns the final decision.