This design document outlines a project to create templates for Global Sales Learning to support quick development of instructionally sound training materials by subject matter experts without needing an instructional designer. The templates will include guidelines for slide decks, scenario cards, and assessments. Instructional designers will create the templates, which will then be reviewed by content reviewers and approved by program managers. The project has defined milestones and stakeholders assigned roles in the development and approval process. The goal is to help SMB and GSO regions more easily create their own quantifiable training content.

1. Global Solutions LIVE - Design
Document
Purpose of this Quip: This Design Document focuses on training speci-
fications that are in scope for this learning solution, milestone with key
deliverables, including project participants and their role.
Program Manager: Michael Wright
Instructional Designers: Liana Griffin & Todd Edwards
Version: 1.0
Release Date: October 9th, 2017
Task
Part A | High Level Assessment
EXECUTIVE SUMMARY
Global Sales Learning is proposing the creation of learning asset templates to support on-
going initiatives by SMB and GSO to deliver instructional sound material on a variety of top-
ics. Templates will have easy to fill in the blank guidelines, tips on how to keep the material
hands-on and quantifiable, and examples to glean or reverse engineer material in order to
support quick development cycles without the need of a formal instructional designer.
DELIVERY STRATEGY
Templates to be shared by GSL Program Managers. These templates will be designed for ILT
or virtual Live sessions.
WHAT THIS COURSE WILL NOT COVER
At this time, this project will not cover the delivery or program needs in order to execute. It
will only cover the template and material to produce instructionally sound material without
leveraging a formal instructional designer.

2. PART B – Target Audience
PRIMARY TARGET AUDIENCE
Anyone in GMS who is not an Instructional Designer and needs to develop their own training
material.
PART C – Business Goal
The business goal of this training is to support SMB and GSO with scalable training develop-
ment that they can do on their own, that is instructionally sound and quantifiable. Currently
some regions are doing on-going training but often this content isn’t quantifiable or hold the
same quality level.
PART D – Inhibitors & Risks
Concerns about this project and potential roadblocks are as follows:
● First project that supports SMB and GSO.
● Some overlap and duplications in roles, like two potential approvers.
● Delivery has not been identified for SMB.
● Haven’t identified what we are measuring to determine success.
○ Compare performance by attendees and non attendees (RPMM)
○ Once something is completed in the template, less time needed to revises and im-
prove it (RPMM)
○ Global adoption (SMB)
○ Template contains enough information that is can stand on its own (no additional
help or support needed).
● Delivery and using the template as intended
Q: Do we need to offer some kind of follow up on reviewing their material or offering a T3.

3. PART E – Assets
● Slide Deck Template
● Scenario Card Template
● Assessment Template
PART F – Scope
The design and development of templates to support training development by SMEs.
● Slide Deck: PowerPoint
○ Custom Branding
■ Images, colors, fonts, key graphics, title slides
○ Examples to glean from
○ How to write learning objectives
■ SMART (Specific, Measurable, Achievable, Relevant, Time-Oriented)
■ Action Verbs
○ How to quantify learning objectives
○ How to create activities (Not lectures)
■ Tips
■ Must be attached to learning objectives.
■ How to teach their own activities.
○ Tips on Delivery (how to set up the activity, and follow up information)
● Scenario Cards: Word
○ How does this measure the learning objective
● Assessment: Word
○ How to write good distractors
○ What to avoid
○ Best Practices

4. PART G –Stakeholder Roles
● Subject Matter Experts (SME): Liana Griffin
● Content Reviewers (CR): Chelsea Dicker, Lauren Vono, Stephanie Scher & Jill Barzilay
(chelsea to share to Jill don’t email directly)
● Program Managers (PM): Mike Wright
● Instructional Designer (ID): Todd Edwards
● Courtesy Member (CM): Sandra Vander Wal
● Sponsor (S): Eduardo Villalba
PART H –Project Milestones and Owners
The milestones listed correlate with the RACI.
Finish date is when the milestone is due at EOD PST time.
A B C D E F G H I J K
1 RACI
2 Milestone Duration Status Start Finish CM CR PM ID Liana S
3 GSL Project Kick-Off 9/7 9/7 I I R C A I
4 Project Kick-Off 9/14 9/14 I I R C A I
5 Design Document Review 9/14 9/14 I R C I I A
6 Design Document Approval
Sprint 0
9/14 9/15 I R C I I A
7 Branding Elements Shared 9/13 9/14 I I I A I I
8 Branding Element Feedback 9/15 9/18 I R I I C A
9 Branding Elements Revised 9/18 9/19 I I I A I I
10
Branding Elements Shared 9/19 9/20 I I I A I I
11
Branding Elements Approved
Sprint 1
9/20 9/21 I R C I I A
12
Slide Deck Shared 9/18 9/25 I I I A I I
13
Slide Deck Feedback 9/25 9/26 I R I I C A
14
Slide Deck Revised 9/26 9/27 I I I A I I
15
Slide Deck Shared 9/27 9/28 I I I A I I
16
Slide Deck Approved
Sprint 2
9/28 9/29 I R C I I A
17
Scenario Card Template Shared 9/22 9/25 I I I A I I
18
Scenario Card Template Feedback 9/25 9/26 I R I I C A
19
Scenario Card Template Revised 9/26 9/27 I I I A I I
20
Scenario Card Template Shared 9/27 9/28 I I I A I I
21
Scenario Card Template Approved
Sprint 3
9/28 9/29 I R I I I A
22
Assessment Template Shared 9/25 9/26 I I I A I I
23
Assessment Template Feedback 9/26 9/27 I R I I C A

5. A B C D E F G H I J K
24
Assessment Template Revised 9/27 9/28 I I I A I I
25
Assessment Template Shared 9/28 9/29 I I I A I I
26
Assessment Template Approved
Sprint 4
9/29 10/2 I R I I I A
27
Project Close Out Meeting Sprint 5 10/2 10/9 I I R C A I
Appendices and Attachments
Please list any links, documents, or quips that should be made available to readers of this
document, such as technical specifications, glossary of terms, pertinent analysis data, and
references. If this is a content update, please provide links to existing material.
● n/a
Design Document Approval Sign-off
Please check the box on the right if you agree with direction of this project, as outlined in
this Design Document.
A B C D E
1 Name Role Date Approval Note
2 Eduardo Villalba Sponsor 18/9/2017 Approved
Approve the
Designn
Document.
3 Eduardo Villalba Sponsor 20/9/2017 Approved
Approve
Branding
4
5
6