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    8 Templates and Cheat Sheets Every eLearning Professional Needs [Updated 2018]


    We like to be productive. So we create keyboard shortcuts. We make lists. We stick Post-it notes and set up reminders.

    We don’t want to overlook details or stray away from standards. So we stick to rules, create guidelines, and follow templates.

    Worksheets, templates, cheat sheets, checklists, and the like are nifty productivity tools. These help us keep our wits about us and our energies from being scattered in the midst of a flurry of activity and create flawless products without working long hours, plodding through multiple rounds of rework, and overshooting deadlines.


    The following eLearning templates, cheat sheets, and checklists will ensure that you dot the i’s and cross the t’s and don’t miss the fine print while scrambling to make the deadline:

    1) A Periodic Table of Instructional Design

    From the stories you weave and the games you design to the words, colors, and images you use, sundry elements come together to create a seamless eLearning course. It is just like baking a cake. You have to use the right ingredients and in the right amount. You cannot throw just about anything into the mix and hope that the cake will turn out tasty.

    As an eLearning designer, you need to remember (you already know about them) all the elements that go into the making of a great design. It definitely helps if these items are listed somewhere you can quickly refer to. Keep this interactive table handy; it categorizes the elements based on the guidelines of the ADDIE development model.

    Here's a screenshot of the table. Click on this link to interact with the table. 

    Screen Shot 2018-05-24 at 10.55.15 AM

    Here’s another table that groups the instructional design elements according to their relevance to the different developmental phases.

    2) How to Effectively Evaluate E-Learning

    Perhaps you’ve been here: Amidst pressure from colleagues or employees, or after reading an online article about training trends, you took the plunge. You started an eLearning program at your organization — and then watched with dismay as it fell short of your goals.

    You have to stop doing this! Don't accept "not-so-good" eLearning courses as a solution to resolve a training need. This will only keep perpetuating a negative stereotype of eLearning programs within our company. 

    To combat this, Steve Yacovelli has created this helpful checklist to help us evaluate our online learning courses.

    Check it out: How to Effectively Evaluate E-Learning 


    3) Storyboard Templates

    The storyboard is the roadmap that keeps eLearning designers on the same page and guides them through the plot of a scenario, the logic running through a game, and the visual theme of the course. An eLearning storyboard is like a lesson plan but more expansive in scope. A storyboard doesn’t only lay out the content overheads; it also describes the graphics, videos, and how the scenarios and the games will evolve.

    Storyboards make the design and development processes efficient by removing ambiguity and letting designers visualize how their ideas will play out. These advantages translate into rich, engaging, and memorable learning experiences.

    Check this repository of storyboard templates. You can tinker with the features and create templates of your own.

    Also download this template we've created.

     

    4) Bloom’s Taxonomy of Verbs

    This infographic on Bloom’s Digital Taxonomy of verbs progresses from lower-order (LOTS) to higher-order thinking skills (HOTS) and covers all stages of the taxonomy. You can refer to this resource while planning lessons, creating assessments, and designing rubrics.  

    Screen Shot 2018-05-24 at 11.13.50 AM

    Download the complete full version here

    5) Quality Check for Your Courses

    Don’t settle for anything less than excellence. Also keep in mind that not every professional developer delivers excellence or flawless products. It 's hard to make out authentic genius and professionalism from the mere tall claims. So here’s a checklist to help you evaluate a course for quality, relevance, and value based on the following typical parameters (or the pitfalls, sinkholes, and minefields that many eLearning developers are unable to avoid):

    • Ambiguous navigational structure
    • Poorly chunked and improperly sequenced content
    • Text heaviness that is overwhelming
    • Visual design that increases the cognitive load
    • Inadequate scenarios that fail to create relevance
    • Insufficient activities and problem-solving activities

    Download this 3 page Checklist to Assess the Quality of an E-Learning Course.

    Also, read this post on how to go about the quality check process.

    6) Training Needs Analysis Questionnaire Template

    The first step of bringing about positive and lasting change is to carry out needs analysis. In the context of corporate training, you have to determine the gap between the current level of skill and knowledge and the desired level of performance the organization strives to attain.
    A thorough needs analysis also identifies the relevant training areas. This ensures your efforts are not wasted, and learners perceive the training as being relevant and are motivated.

    Below are the links to some questionnaires and surveys that will help you carry out a training needs analysis for your course:

    Now here’s a disclaimer. Not all pre-made questionnaires will fit the bill. Organizational requirements are too diverse. Target audiences differ based on demographics and the roles they have to play in the workplace.

    Before using a pre-made sample survey, make sure it is relevant to your target audience and the organizational requirements. You may also want to create your own survey based on an existing one. Be sure about the purpose of the survey and what you wish to analyze. Do you want to find out what the audience already knows? Do you want to know what skills they have to acquire to move to the next rung of the corporate ladder? You need this clarity to create new questions or customize existing ones.

    Having this clarity of purpose will also help you find the best solution to bridge the knowledge and skill gap of employees. And, the best option might not always be an eLearning course. For instance, the reason for workers not being productive at work might be a lack of sophisticated machinery and not their lack of competency.

    7) eLearning Style Guide

    The eLearning Standards and Style Guide helps ensure consistency across the course or a particular series of courses. It is a ready reckoner of sorts that helps multiple designers maintain stylistic consistency for elements like, but not limited to:

    • Font, font size, and typeface
    • Image placement
    • Choice and preferred spelling of words
    • Usage of abbreviations and acronyms
    • Course and module lists
    • File naming conventions

    A style guide not only helps designers create courses with harmonious look-and-feel but also speeds up the production and delivery process by reducing rework. Additionally, having a style guide in place helps new team members get into the groove quickly.

    Here is another template for an eLearning style guide. And here’s another.

    8) eLearning Audience Analysis Template

    You create courses to help your audience acquire knowledge, learn new skills, and adopt healthier and productive work practices. However, you just cannot dump content on them. To ensure your course resonates with them, you have to deliver your message taking into account their education level, prior knowledge, beliefs, and learning preferences.

    Adopt an audience-centered approach when you create your course. Carry out a thorough audience analysis to identify your audience and know how, when, and where to deliver your course. We are sharing our eLearning audience analysis worksheet here; it is free.


    So there you are. We have listed the eLearning worksheets, templates, checklists, and cheat sheets that will help you be more productive at work. Download them, print them, and post them where you can refer to them frequently. They will help you remained ordered in the midst of chaos and deliver flawless products without slips and misses.

    eLearning Toolkit

     

    Karla Gutierrez
    Karla Gutierrez
    Karla is an Inbound Marketer @Aura Interactiva, the developers of SHIFT. ES:Karla is an Inbound Marketer @Aura Interactiva, the developers of SHIFT.

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    Before Using AI to Create eLearning, Ask These Questions

    What’s the first thing you do when you’re about to create a new eLearning course? Do you jump right into the eLearning tool, or maybe think that with AI, most of the work is already handled? If you’re leaning toward the latter, here’s a little secret: while AI is powerful and technology makes things faster, they’re no substitute for the clear strategy you and your team need at the start. It’s easy to think that, with today’s tech, all it takes is pressing a button to get a course ready to go. But here’s the truth: before you let creativity flow and let technology take the wheel, you need a solid, well-thought-out plan. And that starts with answering four key questions. These questions are your safety net, keeping your course from becoming a waste of time and money and turning it into something that actually makes an impact. Making an impact means connecting with the right people, delivering the right message, using relatable examples, and making sure participants can put their new knowledge to work. So, before jumping into your favorite eLearning tool or letting AI work its magic, take a moment to ask yourself these crucial questions: 1) WHO ARE THEY? Identifying the Audience Taking the Course Knowing your audience isn’t just a step in the process—it’s the secret sauce that makes your course actually useful. Picture this: you launch a course without a clear picture of who’s taking it. It’s like serving a fancy five-course meal without checking for allergies or dietary preferences. Not exactly a winning move, right? If your eLearning course doesn’t speak to what your team actually needs, it’s likely to flop. No one wants a course that feels like busywork. Here’s why taking the time to know your course audience is a must: Skip the Obvious and the Overly Complex: Covering things they already know or, on the flip side, stuff that’s way over their heads can either bore them or leave them scratching theirs. Hit on Real, Practical Needs: If the course doesn’t tackle what they actually face on the job, it’s just not going to feel relevant—or worth their time. Keep Their Interest: When team members can clearly see how the course helps them, they’re way more likely to stick with it (and maybe even enjoy it!). Here are a few questions to make sure your course is actually hitting home: Audience Basics: Who are they? What skills do they already have, and what are they hoping to build? Daily Life: What does a typical day look like? Are they on Zoom calls all day or juggling a hundred things at once? Work Environment: What’s the vibe? Is it all about collaboration, competition, or somewhere in between? Why They’re Taking the Course: Are they here by choice or because it’s required? This will change how you approach the course content. Current Knowledge: How much do they already know? If they’re already pros, you don’t need to start at square one. By answering these questions, you’re setting the course up to be more than just “one more thing to do.” It’ll be a practical tool that boosts their skills, addresses their real needs, and helps them make a difference in their work. Also read: These 27 Questions Will Help You (Really) Know Your Learners 2) WHY DOES THIS MATTER? Why It’s Crucial for Your Team to Take This Training Here’s the deal: whether you’re building this course yourself or letting AI work its magic, you need a rock-solid understanding of why this training matters before you dive in. Why? Because people only get engaged if they know what’s in it for them. And that’s not just a nice-to-have—it’s the foundation for building a course that actually delivers results. When you’re clear on the why upfront, you’re setting your course up for success. You’re not just creating random lessons; you’re designing something valuable that resonates with your team’s real needs. If you skip this, no amount of AI magic or design work will turn things around later. Here’s how to make your course not just necessary, but something they’ll actually want to take: Be Clear About the Benefits: Right from the start, let them know what they’re getting out of this. Will it make them better at their current job? Give them a leg up for a promotion? Spell it out, and keep highlighting these benefits as they go. Make It Real: Use real-life examples that show how they can put what they’re learning into action. If it’s a course on time management, add a module on how to apply these techniques in a regular workday—it’s practical, and it keeps things relatable. Keep It Fun and Interactive: Toss in questions that make them think, add quick quizzes, and keep it lively. A little interaction goes a long way to hold their attention (and yes, maybe a few laughs too). Experts and Success Stories: Add in short videos from experts or quick success stories from people who’ve already used these skills. Seeing real people share how it helped them can be super motivating. Give Immediate Takeaways: Design each module so they can try out what they’ve learned right away. If they can see the value immediately, they’re way more likely to stick with it (and appreciate it). So, before you let AI start building your course or jump into designing it yourself, make sure you’re clear on why this training matters to your team. This is the foundation that turns training from just another task into a true asset for their growth and success. Focus on these areas, and you’ll turn training into something they value—not just one more thing on their to-do list. Also read: Why You Should Be Designing eLearning Courses Backwards 3) WHAT? What Should Your Team Be Able to Do After Finishing the Course? This question is a biggie—and it should guide every decision you make when creating the course, whether you’re building it yourself or using AI to help out. Here’s the thing: if you’re just loading up a course with endless data and theories that read like a blender manual, people are going to tune out fast. What really matters is making sure the content connects to your team’s real needs and work-life realities. If you don’t have a clear idea of what your team should be able to do by the end of the course, you’re likely setting up a training that’ll be forgotten as soon as they click “Complete.” Instead, think about the situations where they’ll actually apply this knowledge. Knowing this upfront keeps you (and any AI you’re using) focused on creating something useful, relevant, and engaging. Here’s how to make it crystal clear what skills and knowledge your team will walk away with: Clear Kick-Off: Start each module with simple, straightforward goals. A quick bullet-point list like, “By the end, you’ll be able to…” sets expectations and gets people interested. Visual Reminders: Use infographics or simple diagrams at the beginning and end of each section to highlight goals. It keeps things easy to follow and remember. Engage Throughout: Add in reflection questions or quick check-ins, like “How would you use this on your next project?” It keeps the content grounded in real-world application, not just theory. Hands-On Practice: Design activities that actually get them using what they’ve learned. If you’re teaching presentation skills, have them record a quick pitch or share a mini-presentation—something practical they can see value in right away. Meaningful Feedback: Provide specific feedback that connects their activities directly to the course goals. This not only reinforces what they’ve learned but makes it clear why each task matters. Wrap-Up with Impact: At the end, do a quick review of all the goals covered. Whether it’s a Q&A, a visual summary, or a downloadable sheet, give them something they can refer back to. As Malcolm Knowles, the guru of adult learning, said, “Adult learning is life-centered.” People want to learn things they can actually use to make their lives easier or their work more effective. By getting clear on these “What” goals upfront, you’re creating a course that’s memorable, practical, and, best of all, truly worth their time. Also read: 6 Essential Content Creation Tips For eLearning Success 5 Rules for Creating Relevant and Fluff-free Courses Before Diving Into Your Favorite eLearning Tool, Ask Yourself: Do I Really Get What My Team Needs? Will This Course Actually Help Them Do Their Jobs Better? Let’s be real—this isn’t just about throwing information at people. The goal here is to help your team not only learn but actually use that knowledge in ways that make a difference. Here’s Your Quick-Start Checklist: Get to Know Your Audience: Take a deep dive into their needs, current skills, and the real challenges they’re dealing with every day. (No guessing!) Set Clear, Doable Goals: Outline learning objectives that actually mean something to your team and tie back to the results you’re aiming for. Make It Interactive: Give them ways to practice, apply, and get feedback on what they’re learning. Think less “lecture” and more “let’s try it out!” Check and Tweak as You Go: At the end of the course, ask for feedback and adjust if needed. Make sure the course hits the mark and actually helps them grow. By focusing on these steps, you’ll design a course that’s worth every minute of their time and foster a culture of ongoing learning that can truly boost performance. Remember: a great eLearning course doesn’t just teach—it transforms. (And hey, if you can make it fun, even better!)

    Top Gamification Trends for Boosting Learning Engagement

    Are your team's training sessions dragging on with low enthusiasm and even lower retention? Gamification could be the secret to turning those dull workshops into dynamic learning experiences. Gamification in workplace learning means incorporating elements like points, badges, leaderboards, and challenges to make training sessions more interactive and engaging, much like a game. This strategy isn't just about fun—it makes learning more effective and enjoyable.

    4 Tips on How to Convert Long-Form eLearning Courses to Micro Lessons

    As a training leader, you know the value of a well-crafted, comprehensive eLearning course. Some subjects indeed require depth and extended engagement, but you also recognize that not every learning objective needs to be met with lengthy sessions. Perhaps you've noticed a trend: employees are increasingly seeking quicker, more focused learning experiences that fit seamlessly into their busy schedules. This doesn't imply that your detailed courses are ineffective—far from it! Instead, it highlights an opportunity to amplify their impact by adapting some of this content into microlearning formats.