Training Design for Beginners: ADDIE Board for Goals, Schedule, Materials, and Impact

Team & People

Training Design for Beginners: ADDIE Board for Goals, Schedule, Materials, and Impact

New trainers asked to run onboarding or tool training can learn training design with the ADDIE model (analyze, design, develop, implement, evaluate) in this beginner template. Four pages guide the team over 2 to 3 weeks. Page 1 covers the request, each group's pain points, and what learners should do afterward. Page 2 narrows learning goals to three and sets checks, exercises, and a 90-minute timetable. Page 3 sorts the materials you need into Must, Should, Could, and Won't. Page 4 sets owners and dates and plans a four-level impact check, from same-day reactions to on-the-job behavior and results after one month. The task board has four columns (To research, Building, Team reviewing, Delivered and checked) and holds 4 parent tasks, one per page, with 3 subtasks each. Many trainers start with materials and run out of time. Here you fix pain points and the desired outcome first, so you build only what you need. Members of a private team can write on the boards together.

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training design how to design training ADDIE model in-house training for beginners
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① Training request (start here) ② The 5 steps of ADDIE (the order of ... ③ Pain points by learner group (the a... ④ Learning goals (narrow board ③ to 3) ⑤ How to check it worked ⑥ Exercises for the day (hands-on pra... ⑦ 90-minute timetable ⑧ Materials needed (list them from th... ⑩ What to check at the rehearsal ⑪ Owners and deadlines (from the Must... ⑫ Check the impact in 4 levels ADDIE In-House Tr... How to use (4 pag... Goals and desired... Decisions, owners... Pain points and w... Insights and resu... 1/4 Research your lea... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Set goals and tim... ↙ 3/4 What training and who askede.g. How to use the new expense systemRequested by: the head of General Affairs Why it was requestede.g. 40 claims a month are sent back,and we want to cut the review work Date, time, and team memberse.g. Nov 20, 2:00 pm, 90 minutesTeam: ____ / ____ / ____ AnalyzeStudy the learnerse.g. Ask about pain points and what they should do afterward (board ③) DesignDecide goals and methode.g. Narrow to 3 goals and build the timetable (boards④–⑦) DevelopBuild the materialse.g. Build only what the timetable needs and rehearse (boards⑧–⑩) ImplementRun the traininge.g. Follow the timetable and check understanding on the spot EvaluateCheck the impacte.g. Look at results that day and after 1 month, then improve the next training (board ⑫) Current pain point What they should ... How to ask or res... New hire (e.g.) e.g. Does not know how to photograph a receipt and retakes it many times e.g. Can submit a claim with one receipt scan e.g. Talk to 3 new hires for 10 minutes each Transferee (e.g.) e.g. Mixes up the old department's process and picks the wrong fields e.g. Can file transport and business trip costs under the right categories e.g. Look at the records of returned claims Manager (e.g.) e.g. Reviewing returned claims eats a lot of time every month e.g. Returned claims drop from 40 to 10 a month e.g. Send a survey to 2 managers Learner group 4 Pain point: ____ Desired outcome: ____ How to ask: ____ e.g. Can submit a claim with one receipt scan e.g. Can tell transport costs from business trip costs e.g. Can fix a returned claim and resubmit it alone Write each as "can do ..." and leave any others for next time e.g. Learners file one claim with a practice receipt during training e.g. A 5-question knowledge check with 4 or more correct e.g. Show a returned claim and have them point to what to fix Give each goal on ④ one way to check it e.g. In pairs, review each other's claim screens e.g. A quiz to spot 3 common mistakes e.g. File your own transport costs from last month on a practice screen Do not stop at explanation; include time for learners to use the system themselves Content Method Owner 0-10 min e.g. Explain the aim and what learners can do by the end e.g. Show the 3 goals from ④ on screen and read them Owner: ____ 10-30 min e.g. Show the claim flow on screen e.g. The trainer operates while learners watch and take notes Owner: ____ 30-60 min e.g. File a claim with the practice receipts and last month's transport costs e.g. The pair exercise from ⑥, with the team walking around to help Owner: ____ 60-80 min e.g. Common mistakes and how to fix them e.g. After the quiz from ⑥, take questions Owner: ____ 80-90 min e.g. Knowledge check and reaction questions e.g. Learners answer a 5-question knowledge check and 3 reaction questions Owner: ____ 3/4 Trim the materials → 4/4 4/4 Measure the impact Time slot (⑦) Content Effort to build What you already ... Explanation slides e.g. 0-30 min e.g. 10 slides showing the claim flow e.g. Half a day e.g. The vendor's guide can be used Practice receipts e.g. 30-60 min e.g. 3 types: transport, business trip, supplies e.g. 1 hour e.g. None Spot-the-mistake ... e.g. 60-80 min e.g. Questions on 3 common mistakes e.g. 2 hours e.g. Can be made from returned-claim records Knowledge check e.g. 80-90 min e.g. 5 questions matching the goals on ④ e.g. 1 hour e.g. None ⑨ Narrow the mate... Must (build for sure) e.g. Practice receipts e.g. 5-question knowledge check Essential for checking the goals on ④ Should (build if you can) e.g. 10 explanation slides e.g. Common-mistakes quiz Not needed to run the day, but they help understanding Could (build if time allows) e.g. A one-page guide e.g. A recording of the training Build these only if you have time left Won't (skip this time) e.g. A full rewrite of the internal manual e.g. An advanced follow-up course Note what goes to the next training Does it run on timee.g. Run through the ⑦ timetable and note which slot ran longRehearsal date: __/__ Can the exercises and knowledge check be solvede.g. Have one employee who has not taken the training try the ⑥ exercises and knowledge check, and note where they got stuck What Owner Deadline Done when Must materials e.g. Practice receipts and knowledge check Owner: ____ e.g. 7 days before the training e.g. The whole team has solved it once Should materials e.g. Slides and quiz Owner: ____ e.g. 5 days before the training e.g. Arranged in the order of the ⑦ timetable Rehearsal e.g. Full run-through with the team Owner: ____ e.g. 3 days before the training e.g. Fixes are written on ⑩ How to check When Target Same-day reaction e.g. 3 reaction questions such as "Was it useful?" e.g. End of the training e.g. Average of 4 or more on a 5-point scale Understanding on ... e.g. The 5-question knowledge check from ⑤ e.g. End of the training e.g. 80% of learners get 4 or more right Behavior at 1 month e.g. Ask managers "Are they filing correctly on the first try?" e.g. 1 month after the training e.g. Both managers answer "yes" Work results e.g. Count the returned claims e.g. 1 month after the training e.g. Down from 40 to 10 a month → 2/4 Set goals and tim... ↙ 3/4 Trim the materials → 4/4 Measure the impact
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Task board contents

To research 16 items

Study your learners
Goals and timetable
Trim the materials
Measure the impact
Note the request
Review the 5 steps
Ask about issues
Pick 3 goals
Checks and practice
Build a 90-min plan
List materials
Sort into 4 groups
Rehearsal checks
Set owners, dates
Same-day check
Check at 1 month

Building 0 items

Team reviewing 0 items

Delivered and checked 0 items

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