Goals, processes, tasks and competencies

Purpose: I use this process when I think about designing a learning strategy when implementing a product or a new way of doing things.

Goals and related workflows or processes 

1. Consider the goals that we are attempting to achieve.  
2. Identify the goals that are relevant to training. The goals may or may not relate to the greater UQ Strategic Plan.
3. Record the goals in the Template: Goals and related workflows/processes.
4. Record the workflows/process that will be shared with the users to understand how the system will help them achieve the goal.

Identify tasks and related competencies

1. For each workflow/process identify the tasks that must be performed.
2. For each task, identify the knowledge, skill, ability that is required to perform the task.
3. For each knowledge, skill, and ability item, identify whether support (checklist, guide, video, coaching or course) is required.

Build your resources to support the 5 Moments of Need

Not everything needs to be included in a training event/course. However, you do need to ensure that the right information is available at the right time.