Understand the requirement
Define the audience, the capability need and the work the learning should support. Share the existing context, relevant material and any constraints.
Understand the need, agree the scope and develop learning around a defined purpose.

A strong engagement starts with a shared understanding of what is needed. That includes the audience, the working context and the decisions the learning is intended to support.
The process can be adapted to an individual program, a corporate learning requirement or a defined education project. Its purpose is to make the work and responsibilities clear.
Define the audience, the capability need and the work the learning should support. Share the existing context, relevant material and any constraints.
Confirm the scope, objectives, deliverables, responsibilities and commercial arrangements in a written proposal. Clarify what is included before the work begins.
Shape content and activities around the agreed objectives. Include the subject-matter input and review points required for a useful result.
Complete the agreed training or resource handover. Review the work against the brief and consider appropriate next steps for continued application.
Tell us about the work, the people and the capability you want to develop.