Development Proposal Document - Guidance

Purpose
This section should be used to outline the scope and purpose of the
proposal. It should include:
 The purpose of the document (inclusion in a business case or major
update of an existing product)
 Scope of the document in terms aims, audience, outline of solution,
added value, costing, evaluation and ROI

Background and
Analysis What is the background to the learning request:
 Why is the learning required
 What is the current situation
 What is the impact of the current situation continuing (KPIs,)
 What analysis has taken place

Goal
What is the overall goal of the learning:
 What does success look like
 How will things be different

Aims
What are the aims of the learning:
 Change in behaviours
 Impact on results
 Add value to the organisation, team and individual

Links to Organisation How does the learning link to the Organisational Strategy and L&D Strategy?
Strategy and
Learning Strategy

Who is the audience?

Who is the target audience:
 Roles
 Business unit
 Geographical spread
 Experience, skills, capability
Outline of L&D
Proposed solution What will the learning look like:
 Outline of proposed solution
 Content of solution
 What are the aims and objectives
 How will the learning be delivered
 What are the required resources
 What is the deployment plan
 How will the learning be evaluated
 Will the learning be accredited
 Is a ROI required
 What ongoing support is required

Roles and L&D:

Responsibilities  To agree and sign off L&D recommended solution
 To agree evaluation measures with stakeholder
 To agree any required budget
 To design, implement and evaluated learning to agreed specifications
 To provide agreed L&D resources where applicable (admin, trainer,
venues, reports)
 To manage L&D risks effectively
 Agree accreditation if applicable
 To agree roles and responsibilities with stakeholders

Stakeholders:
 To provide relevant Subject Matter Expert support where required
(could be in development and implementation)
 To provide required resources in terms of equipment, technical,
operational resources required for learning
 To provide effective communication of learning to relevant
stakeholders
 To manage the provision of participants to L&D
 To agree an occupancy level with L&D
 To agree non-attendance charging with L&D and stakeholders
 To provide regular performance data relevant to agreed KPIs and ROI
 To attend and provide feedback at Post Implementation Review

Pre and Post Individuals should have a pre and post discussion regarding the learning:
Discussion  By line manager or L&D professional
 Agreed format and timescales
 Benefits of attending the workshop.
 How have you used their new skills?
 What are you doing differently?
 Has your line manager been supportive of your communications
approach?
 Have there been any barriers to deploying these skills?

Have you or your line manager identified any further development needs to
support you in effective communication and engagement?
Timescales
What are the timescales
 Training approach and Budgetary sign off:
 Communication approach agreed:
 Internal & External resource identified:
 Nominations identified and advised:
 Design completed:
 Pilot run:
 Product sign off by Key Stakeholders:
 Training of internal & external delivery resource
 Follow-up support completed:

Estimated costs
What are the estimated costs of the learning:
 Full breakdown of all elements (trainer cost, materials, facilities etc.)

Key stakeholders
Who are the key stakeholders:
 Sponsor
 Project Lead
 Project Contact
 Operational
 HR
 Communication
 Finance

Key L&D Contacts

L&D sponsor, subject Who are the key L&D contacts
matter expert  Programme Lead
 Project Lead
 Product Manager
 L&D Sponsor