Internal Handover Protocol

Instructional Design Requirements

Gather the following assets and data points to ensure the outsourced ID has full context for analysis, design, and development.

1. Strategic Context & Goals

Business KPI

What specific metric are we moving? (e.g., Support tickets, Churn, Time-to-onboard).

Success Definition

What does 'Good' look like in 90 days? Provide specific behavioral outcomes.

2. The Persona Pack

The designer needs to know exactly who they are building for. Gather:

Needed AssetDescriptionSource
Role ProfilesJob titles, tech stack, and daily responsibilities.HR/Ops
Friction PointsTop 10 support tickets or 'churn' reasons.Support/Success
PrerequisitesWhat must they already know before starting?SMEs

3. Content & Technical Assets

✓
SME Access

✓
Product Sandbox

Login credentials for a dummy/demo environment.

✓
Brand Guidelines

Logos, font files (.ttf/otf), and hex codes.

✓
Legacy Content

Old decks, recorded Zoom calls, or raw documentation.

Deliverables to Request from ID

  • Phase 1: Learning Needs Analysis (LNA) + Measurement Plan
  • Phase 2: Instructional Blueprint + Content Outlines
  • Phase 3: Interactive Prototypes + SCORM/xAPI Packages