Planning resources

Practical articles for planning better training.

These articles answer common project questions about custom eLearning, Storyline development, ILT conversion, compliance training, LMS support, and instructional design consulting.

Project planning

Each article focuses on a question that comes up during real training projects.

Related next steps

Each article points you toward related services and examples from our portfolio.

Start here

New project, unclear scope, or too many options?

Begin with the planning article that helps you define the audience, source material, LMS needs, timeline, review process, and budget questions before development starts.

Recommended first read

How to Scope an E-Learning Project gives you a practical way to organize the project before choosing tools, vendors, or formats.

Start with Project Scoping
Need the worksheet instead?

The planning checklist gives you prompts for goals, audience, materials, LMS requirements, accessibility, translation, review cycles, and launch details.

Download Planning Checklist
Article categories

Browse by the decision you need to make.

Use these categories when you are comparing options, preparing an estimate request, or choosing the right training format.

Cost and planning

Cost, scoping, ILT conversion, timelines, and project preparation.

Tools

Storyline, Rise, Captivate, simulations, and course format decisions.

Compliance

Compliance engagement, accessibility, required review, and risk-based training.

LMS

Moodle, SCORM, xAPI, hosting, reporting, learner management, and launch support.

Instructional design

SME interviews, scenario design, learning objectives, feedback, and practice.

Vendor selection

RFPs, partner fit, estimate readiness, and what to prepare before hiring.

Articles

Start with the question closest to your project.

Use these guides to compare tools, scope projects, prepare source materials, and decide what kind of eLearning support you need.

Digital learning technology and course design
Digital learning technology supports thoughtful course planning and instructional design.

Use these resources to compare tools, plan scope, prepare for review, and make better decisions before production begins.

Planning checklist

Want the project questions in one place?

Download the Custom eLearning Project Planning Checklist before you request an estimate, talk with stakeholders, or gather source materials.

Planning resource

Use the checklist before you scope the work.

The Custom eLearning Project Planning Checklist helps organize audience needs, source materials, LMS requirements, review cycles, accessibility, translation, and launch constraints.