How to keep track of clients’ favorite details
You lurch awake at 2 AM, thinking, “What if the client asks where I put sub-policy 12.5B? Did I cover it? Where?”
At the start of an elearning project, your client will often give you more information than will be useful. Some of it will go into your elearning material, some will go into job aids, and some will get cut. Here’s one way to track what happens to your client’s favorite content.
1. Agree on the goal and activities.
Make sure the client and you agree on what the materials are supposed to accomplish and, therefore, what content is likely to be included. Action mapping can be handy for this.
I start the content-sorting process when we’ve agreed on a high-level outline that briefly describes each activity and suggests what information will be needed.
2. Copy the client’s content files.
I work from copies so I can mark them up. The originals go into an “originals” folder.
3. Choose a place to dump the relevant info. (more…)


