Instructional Design Glossary
A bookmarkable reference for eLearning and L&D terms — written for IDs who want clear, no-fluff definitions they can use in real projects and client conversations.
A
ADDIE
Framework · ID model
A classic instructional design framework that breaks course creation into five phases. In real projects, most teams treat it as a flexible checklist instead of a strict step-by-step recipe.
Why it matters: Gives IDs and stakeholders a shared language for where the work is and what comes next.
Accessibility
Design principle
Designing learning so people with disabilities can use it. This includes screen reader support, keyboard navigation, color contrast, captions, transcripts, and clear structure on every screen.
Why it matters: Often a legal requirement, and it almost always improves the experience for everyone.
Agile
Project approach · Iterative
An iterative way of working where you release small pieces of a course, get feedback quickly, and refine over short cycles instead of waiting for one big launch at the end.
Why it matters: Helps reduce rework, keep SMEs engaged, and show progress sooner.
Extras: Blog post · Sprint template
Assessment
Measurement · Checks learning
Any activity that checks what learners know or can do. This includes quick checks, scenario questions, quizzes, simulations, and on-the-job tasks tied to real work.
Why it matters: Shows whether the learning is doing its job and connects training back to business outcomes.
Extras: Blog post · Question bank
B
Bloom’s Taxonomy
Framework · Learning depth
A framework that organizes cognitive skills from basic recall to higher-order thinking (like applying, analyzing, and creating). Many IDs use it to shape learning objectives and question difficulty.
Why it matters: Helps you match objectives, content, and assessments to the right level of thinking.
Blended Learning
Modality mix · Online + live
A training approach that combines more than one modality—like eLearning, virtual sessions, and on-the-job activities—to create one connected learning experience.
Why it matters: Lets you put the right pieces in the right place instead of forcing everything into one course.
Extras: Blog post · Blueprint template
Branching Scenario
Interaction · Decision paths
An interactive scenario where learner choices lead to different paths and outcomes. It’s often used to practice conversations, decisions, and judgment calls in a safe environment.
Why it matters: Moves beyond recall and helps learners practice real-world decisions with feedback.
Extras: Blog post · Storyboard/map template
Business Outcome
Results · Beyond completion
A measurable change the organization cares about, such as reduced errors, higher sales, or faster onboarding. Training should support these outcomes, not exist as a standalone goal.
Why it matters: Keeps projects focused on impact instead of just “finishing a course” or hitting completion rates.
Extras: Blog post · Outcome worksheet
C
Cognitive Load
Learning science · Mental effort
The total mental effort a learner uses to understand and work with information. Too much load at once can overwhelm people and make it harder to learn or remember anything.
Why it matters: Drives decisions about how much content to show, how to structure screens, and when to add practice or breaks.
Extras: Blog post · Design checklist
Chunking
Design technique · Breaks content
Organizing information into smaller, meaningful pieces so it’s easier to process and remember. In eLearning, this shows up as short sections, steps, or grouped ideas instead of long walls of text.
Why it matters: Helps manage cognitive load and makes complex topics feel more doable for learners.
Extras: Blog post · Outline template
Compliance Training
Training type · Mandatory
Training that helps employees follow laws, regulations, or internal policies— such as safety, ethics, data privacy, or harassment prevention.
Why it matters: Often legally required, highly visible to leadership, and a big opportunity to move beyond “check-the-box” courses.
Extras: Blog post · Makeover checklist
Curriculum
Program design · Learning path
A planned sequence of learning experiences that work together over time— not just a single course, but a full path of activities, resources, and touchpoints.
Why it matters: Helps you see how individual courses connect, avoid duplication, and build skills in a logical order.
Extras: Blog post · Curriculum map template
D
Discovery
Project phase · Upfront analysis
The early phase of a project where you clarify the problem, audience, context, constraints, and success measures before you commit to a solution or course outline.
Why it matters: Good discovery prevents “solution-first” projects and gives you a solid basis for design decisions.
Extras: Blog post · Question guide
Design Document
Planning deliverable · Course blueprint
A blueprint that outlines goals, audience, content structure, activities, and assessment plans before development starts. It captures key decisions in one place for review and sign-off.
Why it matters: Aligns stakeholders early and reduces rework once you start building slides, media, or interactions.
Extras: Blog post · Design doc template
Design Thinking
Mindset · Human-centered problem solving
An approach to solving problems that starts with understanding people, then moves through ideation, prototyping, and testing. It encourages experimenting and learning fast from feedback.
Why it matters: Keeps the focus on real learner needs and encourages IDs to test ideas instead of jumping to a final course.
Extras: Blog post · Workshop outline
Development
Project phase · Build the course
The phase where you create the actual learning materials—slides, eLearning modules, videos, guides, and job aids—based on the approved design.
Why it matters: This is where most time and budget are spent, so clear design and feedback loops are critical.
Extras: Blog post · Build checklist
E
eLearning
Modality · Digital courses
Learning experiences delivered through digital platforms—often browser-based courses, modules in an LMS, or interactive web experiences that learners complete online.
Why it matters: It’s the core format many IDs are hired to build, and it shapes tools, timelines, and expectations.
Extras: Blog post · Planning checklist
Evaluation
Measurement · Learning impact
The process of checking how well learning performed—from basic reactions and completion data to changes in behavior and business results.
Why it matters: Connects training to real outcomes instead of stopping at “people took the course.”
Extras: Blog post · Evaluation plan template
Engagement
Design focus · Keeps people involved
The level of attention, interest, and participation learners bring to a learning experience. It’s influenced by relevance, challenge, interaction, and how the content feels to them.
Why it matters: High engagement makes it more likely that learners will stay with the experience and actually use what they learn.
Extras: Blog post · Interaction ideas
Experiential Learning
Approach · Learn by doing
A learning approach where people gain skills and insight by doing real or simulated tasks, then reflecting on what happened and how to apply it back on the job.
Why it matters: Bridges the gap between theory and practice and pairs well with scenarios, simulations, and on-the-job activities.
Extras: Blog post · Activity template
F
Formative Assessment
Measurement · Checks in-progress learning
Low-stakes checks during a learning experience—like quick questions, knowledge checks, or practice activities—used to see how learners are doing and adjust as needed.
Why it matters: Helps you catch misunderstandings early instead of waiting for a final quiz or real-world mistakes.
Extras: Blog post · Question ideas
Facilitator Guide
Instructor material · Session playbook
A detailed guide that helps facilitators run a session. It usually includes timing, talking points, activity steps, debrief questions, and notes about slides or handouts.
Why it matters: Makes sessions more consistent, even when different facilitators or teams are delivering the same content.
Extras: Blog post · Guide template
Feedback
Response · Guides improvement
Information given to learners about their performance—what they did well, what needs adjustment, and how to improve on the next attempt or in real work.
Why it matters: Turns practice into learning and helps learners understand the “why” behind correct choices.
Extras: Blog post · Writing tips
Flipped Classroom
Design approach · Content before class
A structure where learners first explore core content on their own—often via eLearning or videos—and then use live time for practice, discussion, and problem-solving instead of lectures.
Why it matters: Makes better use of live time and pairs well with blended and cohort-based learning.
Extras: Blog post · Session planner
G
Gamification
Design technique · Game elements in learning
Adding selected game elements—like points, levels, challenges, or progress bars—to a non-game learning experience to boost motivation and engagement.
Why it matters: When used thoughtfully, it can make practice more compelling without turning everything into a literal “game.”
Extras: Blog post · Mechanic ideas
Gap Analysis
Analysis tool · Current vs. desired
A method for comparing the current state of performance or skills with the desired future state. The difference between the two is the “gap” your solution should address.
Why it matters: Helps you decide whether training is really needed and what it should focus on if it is.
Extras: Blog post · Worksheet template
Goal Alignment
Strategy · Business + learning goals
The practice of connecting learning objectives to business outcomes, so the course clearly supports real priorities instead of existing as a standalone “nice to have.”
Why it matters: Makes it easier to justify projects, measure impact, and say no to requests that don’t move the needle.
Extras: Blog post · Alignment map
Guided Practice
Learning activity · Supported doing
Practice activities where learners try a task with support—such as hints, worked examples, or step-by-step prompts—before they’re asked to perform more independently.
Why it matters: Builds confidence and reduces anxiety by letting learners try new skills with a safety net.
Extras: Blog post · Activity patterns
H
Hands-on Practice
Learning activity · Doing the work
Activities where learners actually do the task—clicking through a system, having a conversation, or completing a realistic exercise—instead of just watching or reading about it.
Why it matters: Builds skill and confidence by letting learners try the real behaviors in a low-risk space.
Extras: Blog post · Activity ideas
High-Level Design (HLD)
Planning deliverable · Big-picture outline
A summary view of the solution that shows major components, flow, and key decisions without getting into slide-by-slide or screen-by-screen detail.
Why it matters: Lets stakeholders react to the overall approach before you invest time in detailed storyboards or builds.
Extras: Blog post · HLD template
Human-Centered Design
Mindset · Design for people first
An approach that keeps the people you’re designing for at the center—focusing on their context, needs, constraints, and emotions throughout discovery, design, and testing.
Why it matters: Prevents “policy-only” or “SME-only” courses and keeps learning grounded in real-life use.
Extras: Blog post · Research tools
Hybrid Learning
Modality mix · In-person + virtual
A learning setup where some people join in person and others join remotely at the same time, or where sessions switch between in-person and virtual formats across a program.
Why it matters: Requires extra planning for facilitation, tech, and equity so remote learners aren’t treated as second-class participants.
Extras: Blog post · Hybrid session checklist
I
Implementation
Project phase · Launch & rollout
The stage where the learning solution is released to learners—uploading to the LMS, communicating the launch, scheduling sessions, and monitoring early use.
Why it matters: A great course can still fail if the rollout is unclear, rushed, or poorly communicated.
Extras: Blog post · Launch checklist
Instructor-Led Training (ILT)
Modality · Live, in-room session
Training led by a facilitator in real time, usually in a physical classroom. It often includes slides, group activities, discussions, and role plays.
Why it matters: Many organizations still rely on ILT for key topics, and IDs often design both content and facilitator materials for it.
Extras: Blog post · Facilitator pack template
Interactivity
Design element · Learner actions
Any moment where learners actively do something with the content—click, drag, decide, type, discuss, or practice—instead of just consuming information.
Why it matters: The right kind of interactivity supports thinking and transfer, not just “clicky-clicky” movement through a course.
Extras: Blog post · Interaction patterns
Informal Learning
Learning mode · Outside formal courses
Learning that happens naturally through work, conversations, observation, and self-directed exploration—rather than through scheduled classes or assigned courses.
Why it matters: A large share of real skill growth happens here, so L&D strategies should support it, not ignore it.
Extras: Blog post · Support ideas
J
Job Aid
Performance support · At-the-moment help
A tool that helps people perform a task on the job—like a checklist, quick reference, flowchart, or step-by-step guide—without having to remember every detail from training.
Why it matters: Often delivers more impact than another course by supporting real work in real time.
Extras: Blog post · Job aid template
Just-in-Time Learning
Delivery approach · When needed, not just in case
Learning resources delivered at the exact moment of need—such as short videos, micro-courses, or job aids people access right before or during a task.
Why it matters: Reduces forgetting and makes learning feel directly useful because it’s tied to real work moments.
Extras: Blog post · Content plan template
K
Kirkpatrick Model
Evaluation framework · 4 levels
A model for evaluating training using four levels: reaction, learning, behavior, and results. It helps structure how you think about measuring impact beyond smile sheets.
Why it matters: Gives L&D teams a shared way to talk about evaluation and what “good results” look like.
Extras: Blog post · Planning template
Knowledge Check
Formative activity · Quick question
A brief, low-stakes question or interaction used during learning to see if key ideas are landing—often multiple choice, drag-and-drop, or scenario-based questions.
Why it matters: Gives both learners and designers feedback on how well content is sticking before a final assessment.
Extras: Blog post · Example bank
Knowledge Transfer
Outcome · From training to job
The extent to which what people learn in training shows up later in their real work— in their decisions, behaviors, and results.
Why it matters: Training only creates value when learning actually carries over into day-to-day performance.
Extras: Blog post · Strategy list
Key Performance Indicator (KPI)
Metric · Tracks important results
A specific, measurable metric an organization watches closely—such as error rates, sales numbers, or customer satisfaction scores—that training may be designed to influence.
Why it matters: Tying learning goals to KPIs makes it easier to show how L&D supports real business priorities.
Extras: Blog post · KPI mapping worksheet
L
Learning & Development (L&D)
Function · Learning team in the business
The part of an organization responsible for building skills, knowledge, and capabilities— often through training, programs, resources, and performance support.
Why it matters: IDs often work within or alongside L&D to connect learning solutions with business needs.
Extras: Blog post · Operating model sketch
Learning Objective
Design element · What learners will be able to do
A clear statement of what learners should be able to do by the end of a course or lesson, usually written with an action verb and a focus on observable behavior.
Why it matters: Guides content, activities, and assessments so everything in the course points to a purpose.
Extras: Blog post · Starter verb list
Learning Outcome
Result · What changes after learning
The change you expect to see in knowledge, behavior, or performance after learning— often framed at a higher level than a single course objective.
Why it matters: Helps connect course-level objectives to bigger shifts in how people work or perform.
Extras: Blog post · Outcome mapping worksheet
Learning Path
Program design · Sequence of learning
An organized sequence of courses, resources, and experiences that learners move through over time to build a skill set or reach a role-ready level.
Why it matters: Prevents one-off courses and helps learners see how pieces fit together into a bigger journey.
Extras: Blog post · Path design template
Learning Management System (LMS)
Platform · Hosts and tracks learning
Software used to deliver, track, and manage learning—such as assigning courses, storing completions, and generating basic reports.
Why it matters: It’s often where your eLearning lives and how stakeholders see data about participation.
Extras: Blog post · LMS launch checklist
Learning Experience Design (LXD)
Approach · Holistic learning design
A way of designing learning that blends instructional design with UX, product thinking, and human-centered design. It looks at the end-to-end experience, not just a single course.
Why it matters: Reflects the shift from “build a module” to designing connected, learner-friendly experiences across tools and touchpoints.
Extras: Blog post · LXD principles
M
Metrics
Data · How learning is tracked
The numbers you look at to understand how learning is performing—such as completions, quiz scores, time to competence, error rates, or other business-linked data.
Why it matters: The right metrics help you show impact, spot issues early, and improve future designs.
Extras: Blog post · Metric ideas
Microlearning
Format · Short, focused pieces
Learning experiences broken into small, focused units—often a few minutes each— that target a single idea, skill, or task instead of a long, all-in-one course.
Why it matters: Fits into busy schedules, works well on mobile, and pairs nicely with just-in-time support.
Extras: Blog post · Blueprint template
Mobile Learning
Modality · Learning on phones & tablets
Learning experiences designed to work well on mobile devices—often shorter, tap-friendly, and focused on quick reference or practice rather than long, slide-heavy modules.
Why it matters: Meets learners where they are, especially frontline or on-the-go roles that don’t sit at a desk.
Extras: Blog post · Design checklist
Modalities
Design choice · How learning is delivered
The different formats you can use for learning—such as eLearning, video, ILT, VILT, job aids, simulations, or coaching—often combined in a single solution.
Why it matters: Choosing the right mix of modalities shapes the learner experience and how effective the solution feels in real life.
Extras: Blog post · Modality matrix
N
Narrative
Storytelling · Scenarios & examples
The story thread that connects characters, situations, and events in a learning experience— often used in scenarios, case studies, or branching stories.
Why it matters: A clear narrative makes content feel relevant and memorable instead of like disconnected facts.
Extras: Blog post · Story framework
Navigation
UX detail · How learners move around
The way learners move through a course or experience—buttons, menus, progress indicators, and rules about what they can do next.
Why it matters: Good navigation feels invisible; poor navigation distracts from learning and creates frustration.
Extras: Blog post · Navigation checklist
Needs Analysis
Analysis · What problem are we solving?
The process of clarifying the real problem, audience, current performance, and desired state before deciding whether training is needed and what it should do.
Why it matters: Helps avoid “course first” thinking and focuses effort on solutions that actually address the gap.
Extras: Blog post · Question list
Nudges (Learning Nudges)
Follow-up · Gentle reminders in the flow of work
Small, timely prompts—like reminders, tips, or micro-messages—that encourage people to use new behaviors or resources after training, often delivered through email, chat, or apps.
Why it matters: Supports habit-building and transfer by reconnecting learners with key ideas over time.
Extras: Blog post · Nudge sequence ideas
O
Onboarding
Program · Welcome & ramp-up
The structured process of helping new hires understand their role, team, tools, and culture— often combining courses, live sessions, shadowing, and on-the-job practice.
Why it matters: A strong onboarding program speeds up time-to-productivity and shapes first impressions of the company.
Extras: Blog post · Onboarding journey map
Online Learning
Modality · Learning via internet
Any learning that happens over the internet—such as eLearning modules, virtual classes, webinars, or self-paced resources accessed through a browser or app.
Why it matters: Covers more than just formal eLearning and includes many of the digital experiences IDs design today.
Extras: Blog post · Format examples
On-the-Job Support
Performance support · Help while working
Tools and resources people use while doing their actual work—like job aids, checklists, embedded help, or quick reference guides that reduce the need to remember everything.
Why it matters: Often delivers faster impact than more training by supporting real tasks in real time.
Extras: Blog post · Support audit template
On-the-Job Training (OJT)
Modality · Learning while doing
Training that happens as part of real work, usually with a more experienced person guiding, demonstrating, and coaching while the learner performs actual tasks.
Why it matters: Connects directly to performance and is common in roles where “shadowing” and side-by-side coaching are key.
Extras: Blog post · OJT checklist
P
Performance Support
Solution type · Help at the moment of need
Resources that help people do their jobs while they work—such as job aids, checklists, tooltips, or embedded help—so they don’t have to rely on memory from training alone.
Why it matters: Often delivers faster, more sustainable impact than adding another course.
Extras: Blog post · Support ecosystem map
Personas
Design tool · Composite learner profiles
Fictional but research-informed profiles that represent key learner groups—capturing their goals, constraints, context, and attitudes toward learning.
Why it matters: Keeps design decisions grounded in real people instead of a generic “user” in your head.
Extras: Blog post · Persona template
Pilot
Test run · Limited launch
A small-scale release of a learning solution to a limited audience to test content, flow, and logistics before rolling out more broadly.
Why it matters: Surfaces issues early and gives you real data and feedback to refine the experience.
Extras: Blog post · Pilot checklist
Practice
Core ingredient · Repeated doing
Opportunities for learners to try the target skills—through scenarios, simulations, exercises, role plays, or real work—often with feedback and increasing challenge.
Why it matters: Practice is where real learning sticks; content without practice tends to fade quickly.
Extras: Blog post · Practice pattern ideas
Pre-work
Prep · Before the main session
Activities or content learners complete before a live session or main course—such as short videos, readings, or reflections—to prime them and save time for deeper work.
Why it matters: Makes live or deeper sessions more productive by ensuring everyone starts with shared foundations.
Extras: Blog post · Pre-work planner
Prototype
Draft build · Testable version
A quick, simplified version of a learning experience—such as a few sample screens, a clickable mockup, or a rough module—used to test ideas with stakeholders or learners.
Why it matters: Lets you learn fast, reduce rework, and show stakeholders what the experience will actually feel like.
Extras: Blog post · Prototype sprint outline
Q
Qualitative Data
Evaluation · Words, themes, stories
Non-numeric data—like comments, interview notes, observations, and themes—that help you understand how learners experienced a program and why results look the way they do.
Why it matters: Adds context and depth so you’re not making decisions based on numbers alone.
Extras: Blog post · Starter code list
Quantitative Data
Evaluation · Numbers & counts
Numeric data—like completions, scores, attendance, time spent, or KPI changes—that can be counted, compared, and tracked over time.
Why it matters: Makes it easier to see patterns, trends, and shifts that you can connect to learning efforts.
Extras: Blog post · Metric examples
Question Bank
Assessment asset · Pool of questions
A collection of assessment questions grouped by topic, objective, or difficulty that an LMS or authoring tool can pull from to build quizzes or randomize items.
Why it matters: Supports more robust, reusable assessments and reduces overexposure to the same questions.
Extras: Blog post · Structure template
Quiz
Assessment · Short test of knowledge
A brief test used to check knowledge or understanding—often at the end of a lesson or module—made up of questions like multiple choice, true/false, or matching items.
Why it matters: A common way organizations measure completion or basic understanding, even if deeper performance data is also needed.
Extras: Blog post · Writing tips
R
Reflection
Learning strategy · Thinking about experience
Intentional time for learners to think about what they experienced, what it means for their work, and how they might respond differently next time.
Why it matters: Turns activity into insight and helps learners connect content to their real context.
Extras: Blog post · Prompt ideas
Reinforcement
Follow-up · Support after training
Ongoing touchpoints—like reminders, nudges, refreshers, and manager check-ins—that help keep key ideas visible and support habit-building over time.
Why it matters: Reduces the “forgetting curve” and supports long-term behavior change.
Extras: Blog post · Reinforcement plan template
Retrieval Practice
Learning science · Recall to strengthen memory
Activities that ask learners to pull information from memory—like low-stakes quizzes, flashcards, or “what would you do?” questions—rather than just re-reading content.
Why it matters: Strengthens memory and understanding more effectively than review alone.
Extras: Blog post · Activity ideas
Return on Investment (ROI)
Business metric · Value vs. cost
A way of comparing the benefits of a learning initiative (like improved performance or reduced errors) to its costs in time, money, and resources.
Why it matters: Helps L&D speak the language of the business and prioritize high-impact projects.
Extras: Blog post · Simple ROI model
Review Cycle
Process · Feedback rounds with stakeholders
Planned rounds of feedback on drafts or builds—often from SMEs, stakeholders, and QA— with clear owners, deadlines, and what’s in scope for each round.
Why it matters: Keeps projects moving, reduces rework, and helps manage expectations about changes.
Extras: Blog post · Review matrix
Role Play
Practice activity · Simulated conversation
A practice method where learners act out realistic situations—like coaching talks, customer calls, or feedback conversations—to try new skills in a safe environment.
Why it matters: Builds confidence with interpersonal skills that are hard to learn from content alone.
Extras: Blog post · Scenario ideas
S
Scenario-Based Learning
Design approach · Decisions in context
A learning approach that drops learners into realistic situations and asks them to make decisions, see consequences, and try again—often using branching or layered scenarios.
Why it matters: Moves beyond recall into judgment, application, and real-world decision-making.
Extras: Blog post · Scenario starter templates
Simulation
Practice environment · Realistic system or situation
An experience that imitates a real system, tool, or situation—like software sims, flight sims, or branching scenarios—so learners can practice without real-world risk.
Why it matters: Lets people safely make mistakes and build skill in complex or high-stakes tasks.
Extras: Blog post · Simulation patterns
SME (Subject Matter Expert)
Partner · Content and context expert
A person with deep expertise in the topic or role you’re designing for—often a leader, high performer, or specialist who provides content, examples, and review.
Why it matters: Strong SME partnerships are key to realistic content, accurate details, and stakeholder buy-in.
Extras: Blog post · Working with SMEs guide
Spaced Practice
Learning science · Practice over time
A technique where practice or review happens across multiple sessions over time, instead of in one long block, to strengthen memory and skill.
Why it matters: Beats cramming for long-term retention and supports real habit-building.
Extras: Blog post · Spaced plan ideas
Stakeholders
People · Those with a vested interest
Individuals or groups who have a stake in the learning solution—such as sponsors, managers, SMEs, learners, and downstream teams affected by the results.
Why it matters: Identifying and engaging the right stakeholders early prevents surprises and misalignment later.
Extras: Blog post · Stakeholder mapping canvas
Storyboard
Design deliverable · Screen-by-screen plan
A detailed plan that lays out content, visuals, interactions, and audio script screen by screen (or slide by slide) before full development in an authoring tool.
Why it matters: Creates a shared blueprint so reviewers can give focused feedback before you build.
Extras: Blog post · Storyboard template
T
Target Audience
Who · Learners you’re designing for
The specific group of people a learning solution is meant to serve—defined by their roles, experience level, context, and what they need to be able to do.
Why it matters: Clear audience definition keeps scope, tone, and activities aligned to real people, not “everyone.”
Extras: Blog post · Audience worksheet
Task Analysis
Analysis · Breaking work into steps
The process of breaking a job task into smaller, observable steps and decisions so you can see what people actually do and where they struggle.
Why it matters: Helps you design realistic practice and support that match real work, not just policy descriptions.
Extras: Blog post · Task analysis template
Templates
Reusable format · Repeatable structures
Pre-built structures for documents or designs—like storyboards, slides, or emails—that give you a consistent starting point while leaving room for customization.
Why it matters: Saves time, supports brand consistency, and makes it easier for teams to work in the same way.
Extras: Blog post · Template library
Time to Competence
Metric · How fast people get up to speed
The amount of time it takes for a learner—often a new hire—to reach a defined level of acceptable performance in their role.
Why it matters: A key way to show the impact of onboarding and training on real business performance.
Extras: Blog post · Tracking ideas
Touchpoints
Journey · Moments learners interact
The individual moments where learners interact with the learning experience—emails, sign-up pages, modules, coaching sessions, nudges, and follow-ups.
Why it matters: Seeing all touchpoints helps you design a coherent journey instead of isolated events.
Extras: Blog post · Journey mapping canvas
Transfer of Training
Outcome · Using learning on the job
The degree to which skills and knowledge from training show up later in real work— in how people behave, make decisions, and deliver results.
Why it matters: It’s the real goal of most learning efforts and links directly to impact and performance.
Extras: Blog post · Transfer strategy ideas
U
Upskilling
Talent strategy · Building new skills
Helping people develop new or deeper skills so they can succeed in their current role or grow into future roles, often through targeted programs and practice.
Why it matters: Connects learning directly to career growth and business capability needs.
Extras: Blog post · Upskilling roadmap
Usability Testing
UX method · Watching people use it
Observing real or representative learners as they try to use a course, tool, or resource to see where they get confused, stuck, or surprised.
Why it matters: Reveals issues you won’t catch from internal reviews alone and leads to smoother learner experiences.
Extras: Blog post · Usability test checklist
User Experience (UX)
Overall feel · How it works for learners
The overall experience someone has when interacting with a product or course—how easy it is to use, how it feels, and whether it helps them do what they came to do.
Why it matters: Strong UX reduces friction so learners can focus on learning, not fighting the interface.
Extras: Blog post · UX principles for IDs
User Journey
Journey map · End-to-end experience
A mapped view of all the steps a learner goes through with a solution—from first invite or announcement through completion, follow-up, and on-the-job use.
Why it matters: Helps you design coherent experiences instead of one-off events or disconnected pieces.
Extras: Blog post · Journey map template
V
Video
Modality · Moving visuals & audio
A format that combines visuals, audio, and motion to share concepts, stories, demonstrations, or walkthroughs—live-action, animated, or screen-recorded.
Why it matters: Powerful for showing “how it looks and sounds,” but still needs structure and good scripting.
Extras: Blog post · Video planning checklist
Virtual Instructor-Led Training (VILT)
Live session · Facilitated online class
Real-time training led by a facilitator in a virtual platform—using chat, polls, breakout rooms, and shared screens instead of a physical classroom.
Why it matters: Blends human interaction with remote access and is a staple format for corporate learning.
Extras: Blog post · Facilitation tips
Visual Design
Look & feel · Layout, color, hierarchy
How a course or asset looks—layout, typography, color, spacing, and imagery—used intentionally to support clarity, focus, and emotional tone.
Why it matters: Good visual design reduces cognitive load and makes content feel more polished and credible.
Extras: Blog post · Design principles
Voiceover
Audio · Narration for learning
Recorded narration that guides learners through content—whether human-recorded or AI— usually following a script that complements (not reads) on-screen text.
Why it matters: A strong voiceover can carry tone, pacing, and clarity—but poor narration can distract from the message.
Extras: Blog post · Script writing tips
W
Webinar
Live format · Online presentation or session
A live online session, often with a presenter and slides, delivered through a web platform— sometimes interactive, sometimes more broadcast-style.
Why it matters: A common format for thought leadership and training, but often needs design help to move beyond “talking at slides.”
Extras: Blog post · Engaging webinar checklist
Wireframe
UX deliverable · Low-fidelity layout
A simple, low-fidelity sketch of screens or pages that focuses on structure, spacing, and content placement without final visuals or branding.
Why it matters: Lets you quickly test flow and layout before investing time in full visual design or development.
Extras: Blog post · Wireframe starter kit
Workflow Learning
Approach · Learning in the flow of work
Learning that’s embedded directly into day-to-day work—through tools, prompts, job aids, and systems—so people don’t have to step away to a separate “course.”
Why it matters: Aligns learning tightly with real tasks and reduces friction between “training” and “doing.”
Extras: Blog post · Example patterns
Workplace Learning
Context · Learning in and for the workplace
All the ways people learn at work—formal programs, coaching, workflow learning, peer support, and informal problem-solving on the job.
Why it matters: Reminds IDs to think beyond courses and consider the broader learning ecosystem inside organizations.
Extras: Blog post · Ecosystem sketch
X · Y · Z
xAPI (Experience API)
Data standard · Tracks learning experiences
A specification for tracking learning activities across systems—not just in an LMS— by sending statements like “Dana completed Scenario 2” to a Learning Record Store (LRS).
Why it matters: Opens the door to tracking learning in apps, simulations, job tools, and other places beyond classic SCORM courses.
Extras: Blog post · xAPI statement examples
YouTube & Open Video (Informal Learning)
Informal · Self-directed video learning
When people use publicly available video platforms—like YouTube—to look up how-to content, explanations, or walkthroughs outside formal training programs.
Why it matters: Reminds L&D that learners already “Google and YouTube it,” and formal programs can curate or complement what they find.
Extras: Blog post · Curated playlist ideas
Zone of Proximal Development (ZPD)
Learning theory · Stretch, not overwhelm
A concept from Vygotsky describing the “sweet spot” where a learner can succeed with some support—tasks that are just beyond what they can do alone, but not so hard they shut down.
Why it matters: Helps IDs design practice and support that feel challenging enough to grow skills without creating overload.
Extras: Blog post · Design ideas using ZPD