I start by requesting you to do a tiny homework assignment (Phase 3 Questionnaire), which is used to define the project’s detailed objectives, such as design element requirements and expectations, business process examples, project size, flow charts, features and benefits, description of topic functionality, specific jargon and branding theme and logos.

When you have completed the assignment and you must prepare to attend a project kick-off meeting either physically or by teleconference. At this meeting, I will confirm and define the business issues around the project, the objectives, and the structure. This is probably the most important part of the project, specifying your direction and objective and how you want to achieve it. That is why we need to do this part together.

After a successful kick-off meeting, if required, I will meet with your subject matter expert (SME), to compile a more detailed scope and structure or script and plan visuals and interactions that meet with your objectives. This process helps design the topic structure or storyboard used to build your materials in Phase Four.

At the end of Phase Three, I combine the design work (subject content, images, animations, and videos) and the standards (theme look & feel), and the topic structure or storyboard into a short prototype. The prototype gives you an accurate sample view of how your project material will look after it has been built.

At this point, you will approve the prototype and then production can begin.

The Design Phase

Here we gather all the necessary information and stuff from you and put it in a prototype.

• Planning & Design
• Detailed system training
• Determine the Theme Design
• Determine the style of documentation
• Estimate size and capability of project software
• Determine the functional design of project software
• Establish user support
• Gather resource material
• Gather content material
• Analyse requirements
• Compile project scope
• Conduct audience and task analysis
• Create outline
• Prototype