‘Capture’ is the first stage, where the nature of the task and learning requirements are determined. A working relationship is established at this stage.

A thorough analysis of needs is done by observing the clients’ current learning situation and tasks to be completed.

The needs analysis includes:

  • Organization goals
  • Audience
  • Nature of tasks
  • Expectations

The existing material is carefully reviewed to identify the up gradations required. The learner characteristics are also analyzed to understand and create the type of ‘environment’ to fulfill the learning needs.This phase culminates in the TNA and Project Requirements Document (PRD) approved milestone.

After receiving the all the requirements such as voice of customer, materials and other collaterals, these are thoroughly analyzed.


In conceptualize phase, after consultations with the customer, the team creates ‘The Training Recommendations Report’ (TRR) and the E-Learning Documentation Plan.

The content of the clients’ modules is analyzed. Design specifications are created, which includes the analysis of objectives, test items, High Level Design Document for the course design, strategies for instruction delivery, and flowcharts to sequence the instruction.

This does not happen in isolation, as the Client and the SME are actively involved in this phase.

The culmination of this phase is the Low Level Design document or the lesson plan, which apart from content treatment, details the content gaps, if any.

  • The Lesson plan consists of:
  • Lesson-wise break-up
  • Learning objectives for each lesson
  • Detailed content coverage
  • Instructional design strategy
  • Evaluation criteria, types of activities for each learning unit
  • Duration of the lessons

The SME and the client approve the series of reports and interface ideas generated in this phase before development begins. This phase also includes the creation of a Style Guide, which will define the look and feel of the courseware.

The team drafts a master project plan, and a master project schedule. The master project plan describes how the application will be built, and the master project schedule describes when and in what order it will be built.
This phase culminates in the project plan/scope approved milestone.


The purpose of the design phase is to develop Storyboards or Facilitator Guides and a Prototype.

As further research ensues, the content is reworked to fine-tune and create the scripts with sound Instructional Design Methodologies.

A team of subject matter experts, instructional designers, content writers, language experts, quality compliance team and evaluators ably support the content head in storyboard development process. Storyboards are the final output of this phase. These are subject to comprehensive internal review before they are forwarded to the client for review.

The next phase delivers a working prototype as a Proof of Concept of the system ready for usability testing and review

This phase culminates in the system prototype and storyboards approved milestone.


The purpose of this phase is to focus on building and testing the application. Here, the course assets are developed in parallel and are integrated into modules.

The ILT materials typically consist of:

Facilitator Guide

  • Detailed session plan with activities
  • Preparatory notes
  • Lecture notes

Participant or Learner Guide

  • Content with illustrations
  • Auxiliaries like job aids
  • Handouts
  • Worksheets
  • Glossary terms

After a review by the Instructional Designer, the documents are edited and sent to Subject Matter Experts for review.
The SMEs review these documents thoroughly and the respective teams suggest changes, if required.

The changes are implemented and are the course is ready for a roll out.


The purpose of this phase is roll out the training material in a classroom. Trainers are now ready to use the content prepared.

An ongoing evaluation is done for the training that is imparted. We collect feedback on improvements that can be made to the training material at this stage to enhance it further for the next phase.