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SDI insight / Making change workeLearning

Custom Content Creation

Originally published January 25, 2021Guidance reviewed August 26, 20262 min current guide

SDI Clarity Insight. This article is part of our Knowledge Base, drawing on 20+ years of organizational design and talent development expertise. See our eLearning Development services and L&D Glossary.

Current practitioner guide

Run custom-content production from a performance brief.

Specify the performance moment.

Before selecting a format, define who must do or decide what, under which conditions, with which tools and information, and how successful performance will be observed. Name the current gap and its likely causes. This keeps a source-document request from becoming the design strategy and gives reviewers a shared standard for relevance. It may also reveal that part of the need belongs in a process, system, role, or workflow-support response.

Control sources and review authority.

Identify the authoritative source, content owner, subject-matter reviewers, approver, and the decisions each person is qualified to make. Resolve contradictions before production multiplies them. The design should show how complex concepts, procedures, judgment, and practice will be represented, while the production system should preserve accessibility, versioning, localization, asset rights, and traceability from source to released component.

Plan for use and change.

Delivery is not the end of the artifact’s life. Define where the content appears, how people find it, what managers or systems reinforce, what analytics are useful, and how application will be observed. Name the triggers for review and retirement. A modular design and clear ownership let the organization respond when policies, systems, products, or risks change without rebuilding an entire experience or leaving conflicting versions in circulation.

Pressure-test this decision with Clara

Use the article as context, then describe the work, role, capability, or adoption challenge behind your question. Clara can help frame the decision, identify the evidence to gather, and suggest the most relevant SDI next step.

Read the original 2021 articlePreserved as historical context; the reviewed guidance above reflects SDI's current point of view.

At SDI, we love making custom content for our clients, and it's always exciting to have the opportunity to learn about new subject matter. But what happens in the time between when a client contacts us, and we return developed content to them? Follow along and learn more about the secret recipe we use to create custom content.

The first step is for an account manager to meet with the client and get an idea of what they need. For some clients they might know exactly what sort of problem they're trying to fix or what training solution they need, but sometimes clients will need us to help identify specific areas of issue. Either way, the goal in this step is to learn as much as we can.

Typically, once we've engaged with a client an instructional designer will be paired with one of their SMEs, in order to learn as much as we can about the topic. We often do independent research as well and use this research in to frame the most important components of the subject.

Once research is complete, a design document will be drafted by an instructional designer. This document works as a roadmap for the rest of the work and contains a brief outline of the content, identifying the most important learning objectives needed to meet the client's goals.

Once objectives have been agreed upon, it's time for the instructional designer to write content. That could mean drafting a storyboard for an eLearning, writing a script for an animated short, or creating content for whatever other learning method the client and account manager have agreed upon. The writer will divide content, write to the intended audience, and will often address specific learning goals through an assessment in to make sure learners engaging with the content can prove their understanding.

Once the writing is complete and approved by the client, the work moves along to a designer. The designer will work to build the content in a design style approved by the client. This could mean photographs, illustrations, animations, live shorts, and interactions, all designed to enhance the learning and engage with even the most reluctant learner.

Now that the design is complete, the client will have another chance to review the work. This is where further design changes can be made and where the content is refined. This can take several passes between the designer and client in order to make sure the finished product meets their needs and aesthetic.

Now that design is complete, it's time to roll out the training materials and introduce it to a beta audience. Here, minor refinements will continue to be made based on feedback from the client and their team.

Once refinements are complete, the materials can be given to it's intended audience. This is the stage where the client can see how effective the training material is and gives them insight into other areas of their business that could benefit from updated training too.

So that's the path we take to develop custom content, but if you'd like to know more about this exciting process and how it could benefit your organization, Contact SDI. We'd love to start a conversation about how we can solve your organization's needs, and help you move forward with clarity.

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