Custom eLearning Project Planning Checklist.
Use this checklist to organize the business goal, audience, source materials, Moodle or LMS requirements, accessibility needs, localization plan, review cycle, timeline, and launch criteria before production begins.
Scope decisions before they become production delays.
- Audience, learner count, and performance goals
- Source material inventory and SME review workflow
- Storyline, video, Moodle, SCORM, and xAPI requirements
- Accessibility, translation, and reporting requirements
- Review-cycle planning, QA, pilot, and launch readiness
Planning is easier when the work is visible.
The checklist helps turn scattered notes, slides, policies, and SME input into a clearer course plan before production starts.
See the kinds of decisions the checklist helps you organize.
The PDF is built around practical scoping prompts, not generic training theory. Use it to collect the details PCG needs before estimating, designing, building, or launching a course.
What business problem does the training need to solve? Who is the audience? What should learners be able to do after the course?
Which PowerPoint decks, SOPs, screenshots, videos, policy documents, software workflows, SME notes, or legacy courses already exist?
Where will the course launch? What completion rules, scores, certificates, enrollment rules, reports, SCORM packages, or xAPI data are needed?
Who approves the content? How many review rounds are expected? Are accessibility, translation, pilot testing, or learner-support steps required?
Download the checklist and send PCG your project notes in the same step.
Submit the short form to receive the checklist and give PCG enough context to understand what you are planning. It is built for training managers, L&D teams, compliance teams, software companies, healthcare education groups, and organizations preparing to build or modernize training.
Capture the business goal, learner audience, performance target, course type, and likely development path.
List PowerPoint decks, SOPs, videos, SME notes, legacy courses, screenshots, and documents that need to be reviewed.
Record Moodle, SCORM, xAPI, completion, scoring, reporting, enrollment, and launch requirements before production starts.
Plan review cycles, accessibility checks, translation needs, pilot testing, learner support, and final approval.
Use this when the training idea is real, but the scope is still loose.
The checklist is most useful before the first estimate call, before a Storyline build starts, or before an internal team asks vendors for pricing.
Use it to turn a course request into a clearer project brief before involving designers, reviewers, or procurement.
Use it to organize policies, review requirements, accuracy concerns, approval steps, and accessibility needs before production begins.
Use it to document workflows, screenshots, system steps, learner roles, and the differences between simple video and interactive simulation.
Use it to prepare a cleaner request when you need PCG to help with overflow development, Moodle support, multilingual training, or Storyline production.
Turn a rough training idea into a cleaner project request.
The checklist gives you a practical way to gather the information PCG needs for a more useful estimate: what has to be built, who it is for, what materials already exist, how it will be reviewed, and where it needs to launch.
Clarify learner groups, expected seat count, required behaviors, and the main business reason for the training.
Identify the files, experts, reviewers, and approval steps that will shape the course.
Plan Moodle, SCORM, xAPI, completion rules, scoring, certificates, reporting, and launch support.
Prepare accessibility checks, translation needs, pilot testing, revision rounds, and final delivery expectations.
Ready to turn the plan into a course?
Send the checklist details, audience, timeline, and existing materials. PCG can help shape the project into a realistic production plan.