Needs Assessment: The first step of the instructional design process is to identify the problem the
client wants to solve. Write a brief description of the project and instructional context. Include some
background information about the client and how the need for this instructional solution arose.
Determine and rank your goals associated with the instructional problem. The goals should describe
and identify behaviors that are necessary to influence learner performance. It is suggested that you
develop 3-5 goals. Note: Your goals will serve as the starting point for your instructional objectives.
(1-2 pages)
Learner Analysis: Consider the following types of characteristics in a detailed analysis of your
learner: gender, age, work experience, education, ethnicity, culture, learning styles, and disabilities. The
entry competencies and prerequisite skills of your learner audience should also be considered. Write an
analysis that includes a description of how these characteristics will guide the design and
development of your instructional solution, including level of difficulty and learner use of technology.
(1-2 pages)
Rubric (Target): Identifies specific learning characteristics and notes entry competencies;
Identifies specific learning styles of intended audience and includes references to theory and
research.
1. Did you identify the specific learner prior knowledge, skills, attitudes, and
attributes that are relevant to your potential solution?
a. Academic information
b. Personal/social characteristics
2. Did you describe how your understanding of the learner audience will influence
your design decisions and support your decisions with theory research?
Contextual analysis: The context influences every aspect of the learning experience (Morrison et
al., 2011). Consider the instructional context of your project by analyzing the following factors of the
Rubric (Target): Clearly identifies contextual factors with detail and examples.
Rubric (Target): Analyzes specific instructional tasks using relevant topics and procedures and
1. If you use a Topic Analysis (content structures for instruction) be sure to:
a. Identify facts, concepts, principles for instruction
b. Group and arrange content structures
c. Report (e.g., outline, concept map, table, etc.)
2. If you use a Procedural Analysis (observable and unobservable tasks and
behaviors) be sure to:
a. Identify steps, cues, sequence for performance
b. All steps, cues, sequencing accurately described
c. Procedural grouping: frequency of use, difficulty level, motor skill
d. Report (e.g., flowchart, concept map, table, etc.)
3. If you use Process Analysis, be sure you have:
a. The SME identified
b. The data gathering technique identified
c. A solid literature search included
Instructional Objectives: The instructional objectives identify exactly what the learner will know
and create the framework upon which the instruction and assessments will be based. Look back to your
Goal Analysis and develop 2-3 instructional objectives for each goal. Each objective should contain
an action verb, the subject content reference, and level of achievement. Determine the objective domain
before you begin. Consider Bloom's taxonomy for behavioral objectives in the cognitive domain.
(1-2 pages)
Rubric (Target): Identifies unit goals and learning objectives appropriate for specific content,
Instructional Sequencing and Strategies: Describe your intentions for sequencing your
content in a way that helps your learners achieve the instructional objectives you have previously
established. The sequence developed during the Task Analysis phase should be developed further to take
into consideration all variables that could influence learner success. Choose a sequencing scheme
outlined in Chapter 6 and describe your instructional sequencing in outline or graphical form.
Once you have completed your sequencing, describe your instructional strategy for each
instructional objective. Reference the Strategy Design Document in Chapter 7 for the appropriate
presentation of this information. (1-2 pages)
Rubric (Target): Multiple instructional strategies are identified and demonstrate appropriate
1. Important instructors note: The Task Analysis and the Instructional Objectives
describe what the learner will do; from this point to the end, you are describing what
the instructor/presenter will do!
2. Table 1. Sample Task Analysis and Strategies Table
Sequence
Task Description
Strategy
Sequence
Scheme
Task
Description
Instructional
Objective
Strategy
Strategy
Description
research.
1. Did you support the premise for each or your arguments or rationale statements with
solid research or scholarly resources?
2. Did you support each major decision you have made with solid research or scholarly
resources?
3. And, did you carefully proofread and check everything for proper APA formatting
(including tables and figures)?