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Course Design Document Template (ADDIE)

ADDIE course design: needs and learner analysis, Bloom objectives, assessments, modules, media, accessibility, pilot, Kirkpatrick

शिक्षापूर्णADDIE; revised Bloom's taxonomy; Kirkpatrick four levels (cited)coursedesignmath
एडिटर में खोलें.md डाउनलोड करें

उपयोग कैसे करें: Use when designing a training or academic course for others to build and deliver. Get the analysis phase signed off before designing, and write objectives before assessments and content. Main pitfall: assuming training is the fix when the root cause is a process or tool.

प्रीव्यू

Course Design Document: [Course title]

Course design document (CDD) template for an instructor-led, online or blended course, organised by the five ADDIE phases: Analysis, Design, Development, Implementation and Evaluation. It covers needs and learner analysis, learning objectives by Bloom's levels, assessment strategy, module outline, instructional strategies, media, accessibility, the development plan, pilot and rollout, evaluation at the four Kirkpatrick levels, and maintenance. Replace every [bracketed] value and every row marked Example.

Document control

FieldValue
Document ID[CDD-2026-014]
Course title[Course title]
Course code[Internal code]
Sponsor / client[Department or business unit]
Instructional designer[@designer]
Subject matter expert(s)[@sme]
Delivery mode[Online self-paced / Virtual instructor-led / Blended / Classroom]
Version[0.1]
Status[Draft / In review / Approved / In development / Live]
Classification[Internal]
Last updatedYYYY-MM-DD

Approvals

RoleNameDecisionDate
Sponsor[@name][Approved / Changes requested]YYYY-MM-DD
Subject matter expert[@name][Content accuracy confirmed]YYYY-MM-DD
L&D lead / programme director[@name][Approved]YYYY-MM-DD
Accessibility reviewer[@name][Approved]YYYY-MM-DD

Revision history

VersionDateAuthorChange summary
0.1YYYY-MM-DD[@designer]Analysis phase draft
0.2YYYY-MM-DD[@designer]Example: Design phase added; objectives reduced from 14 to 9 after SME review
1.0YYYY-MM-DD[@designer]Example: Approved for development
1.1YYYY-MM-DD[@designer]Example: Module 3 scenario replaced after pilot feedback

Contents

1. Analysis

1.1 Needs analysis and business goal

[Describe the performance problem or opportunity, its evidence and its cost, and the measurable goal the course supports.]

ItemDescription
ProblemExample: Support agents disclose customer data to callers who fail identity checks
EvidenceExample: 38 privacy incidents logged in 2025; audit found identity checks skipped in 11% of sampled calls
Root causesExample: Unclear verification steps (knowledge); pressure to resolve calls fast (environment)
Is training the right solution?Example: Partly. Training for knowledge and skills; a CRM prompt and revised call-time targets for the environment
Business goalExample: Reduce privacy incidents by 50% within 12 months

1.2 Learner analysis

AttributeDescription
AudienceExample: 420 customer support agents in 3 centres
Roles and experienceExample: 60% under 2 years' tenure; all handle phone and chat
Prior knowledgeExample: Annual compliance e-learning; low recall in pre-assessment (mean 54%)
MotivationExample: High concern about incidents; low patience for long e-learning
Languages[English; Spanish]
Access and technologyExample: Desktop at work; headsets; no access during peak hours
Accessibility needs[Screen reader users, captions required, colour-vision differences]
Time availableExample: 3 hours total, in blocks of 30 minutes or less

1.3 Task and content analysis

[List the tasks learners must perform on the job, with the knowledge and skills each requires. This becomes the basis for objectives.]

TaskKnowledge neededSkills neededFrequencyCriticality
Example: Verify caller identityVerification policy; acceptable evidenceAsk verification questions without sounding hostileEvery callHigh
Example: Handle a failed verificationEscalation pathsDe-escalate and refuse disclosure politelyWeeklyHigh
[Task][Knowledge][Skills][Frequency][Criticality]

1.4 Constraints and assumptions

[Budget, deadlines, tools (authoring software, learning management system), policies, and assumptions that, if wrong, would change the design.]

2. Design

2.1 Learning objectives

Write objectives with an observable verb, a condition and a criterion. Classify each by the cognitive process level of the revised Bloom's taxonomy (remember, understand, apply, analyse, evaluate, create).

IDObjectiveBloom's levelTask link
LO-01Example: Given a customer call, verify identity using the three-factor procedure with no steps skippedApplyVerify caller identity
LO-02Example: Explain which data items may be disclosed after partial verificationUnderstandVerify caller identity
LO-03Example: Distinguish social engineering attempts from genuine requests in call transcripts with at least 80% accuracyAnalyseHandle a failed verification
LO-04Example: Choose the correct escalation path for five non-standard scenariosEvaluateHandle a failed verification
LO-05[Objective][Level][Task]

2.2 Assessment strategy

AssessmentTypeObjectivesFormatPass criterion
Example: Pre-assessmentDiagnosticAll15-question quizNot graded; used to personalise path
Example: Knowledge checksFormativeLO-023 questions per module with feedbackNone
Example: Call simulationSummativeLO-01, LO-04Branching scenario, 6 callsNo critical errors; 5 of 6 correct
Example: Transcript analysisSummativeLO-03Classify 10 transcripts8 of 10 correct
[Assessment][Type][Objectives][Format][Criterion]

2.3 Alignment matrix

ObjectiveContent (module)ActivityAssessment
LO-01M2Guided practice with call recordingsCall simulation
LO-02M1Sorting exercise: disclosable or notKnowledge checks
LO-03M3Group analysis of real (anonymised) attemptsTranscript analysis
LO-04M4Role play in virtual sessionCall simulation

2.4 Content outline and modules

The diagram shows the learner path through the course.

ModuleTopicsDurationDeliveryObjectives
M1 Privacy basicsWhat counts as personal data; why it matters; disclosure rules20 minSelf-paced e-learningLO-02
M2 Verifying identityThree-factor procedure; phrasing; common mistakes30 minSelf-paced with videoLO-01
M3 Spotting social engineeringPretexting tactics; red flags; transcript examples30 minSelf-paced, scenario-basedLO-03
WorkshopRole plays in pairs with coach feedback60 minVirtual instructor-ledLO-01, LO-04
M4 EscalationEscalation paths; documentation; supervisor support20 minSelf-pacedLO-04
Total160 min

2.5 Instructional strategies

[Describe the approach and why it fits the learners and objectives. Name the model you use to structure lessons, for example Gagne's nine events of instruction or Merrill's first principles.]

StrategyWhere usedRationale
Example: Scenario-based learningM2, M3, simulationObjectives are applied decisions under time pressure
Example: Worked examples then faded practiceM2Novice agents need a model before practice
Example: Spaced retrievalWeekly 3-question follow-ups for 6 weeksSupports retention after the course
[Strategy][Where][Rationale]

2.6 Media and technology

ElementTool / formatSpecification
E-learning modules[Authoring tool]SCORM 1.2 or xAPI; responsive; under 25 MB per module
VideoMP4, H.2641080p; under 3 minutes per clip; captions and transcripts
Virtual workshop[Video platform]Breakout rooms; max 16 participants per session
Hosting and tracking[Learning management system]Completion, score and time recorded

2.7 Accessibility and inclusion

[State the target conformance level, for example WCAG 2.2 Level AA, and how it will be checked.]

  • Captions and transcripts for all audio and video
  • Full keyboard operation of interactions; no drag-and-drop without an alternative
  • Text contrast of at least 4.5:1; colour never the only cue
  • Plain language at a reading level suitable for the audience
  • Diverse, respectful names and scenarios in examples
  • Testing with a screen reader before release

3. Development

3.1 Development plan

DeliverableOwnerReviewerDraft dueFinal due
Example: Storyboards M1-M4[@designer][@sme]YYYY-MM-DDYYYY-MM-DD
Example: Prototype of M2[@developer][@designer], 5 learnersYYYY-MM-DDYYYY-MM-DD
Example: Video scripts and recording[@media][@sme]YYYY-MM-DDYYYY-MM-DD
Example: Facilitator guide for workshop[@designer][@facilitator]YYYY-MM-DDYYYY-MM-DD
Example: Assessments and item bank[@designer][@sme]YYYY-MM-DDYYYY-MM-DD
[Deliverable][Owner][Reviewer]YYYY-MM-DDYYYY-MM-DD

3.2 Timeline

The chart shows a sample 16-week schedule from analysis to rollout.

3.3 Quality assurance

[Review rounds (SME accuracy, editorial, functional testing on target devices and browsers, accessibility audit, learning management system tracking test) and the criteria for release.]

4. Implementation

4.1 Pilot

ItemPlan
ParticipantsExample: 24 agents from one centre, mixed tenure
DurationExample: 2 weeks
Data collectedCompletion time, assessment results, survey, 2 focus groups
Success criteriaExample: 90% completion; 80% pass simulation first time; average satisfaction 4 of 5
DecisionProceed / revise and re-pilot / stop

4.2 Rollout plan

[Waves, enrolment method, deadlines, manager briefings, facilitator preparation, and how learners get technical and content support.]

WaveAudienceDatesFacilitatorsNotes
1Example: Centre A, 140 agentsYYYY-MM-DD to YYYY-MM-DD3Avoid month-end peak
2Example: Centres B and C, 280 agentsYYYY-MM-DD to YYYY-MM-DD5Spanish-language sessions

4.3 Communication and support

[Announcement messages, manager talking points, help-desk arrangements and FAQ location.]

5. Evaluation

5.1 Formative evaluation

[Expert reviews, prototype tests and the pilot, and how findings feed back into the design.]

5.2 Summative evaluation (Kirkpatrick levels)

LevelQuestionMeasureSourceTimingTarget
1 ReactionDid learners find it relevant and engaging?Post-course surveyLMS surveyEnd of courseMean >= 4.0 of 5
2 LearningDid they acquire the knowledge and skills?Pre/post score; simulation pass rateLMSEnd of courseGain >= 25 points; pass >= 85%
3 BehaviourDo they apply it on the job?Call audits of verification stepsQuality team30 and 90 daysSteps skipped < 3% of calls
4 ResultsDid the business goal improve?Privacy incidentsIncident log6 and 12 months50% reduction from baseline

Learning gain can be expressed as the normalised gain:

g=post−pre100−preg = \frac{\text{post} - \text{pre}}{100 - \text{pre}}

Example: pre 54%, post 86% gives g=32/46≈0.70g = 32 / 46 \approx 0.70.

5.3 Reporting

[Who receives evaluation reports, when, and what decisions they inform. Example: "A one-page summary of Levels 1 and 2 goes to the sponsor two weeks after each wave. The 90-day Level 3 audit and the 6-month Level 4 incident comparison are presented at the quarterly compliance review, which decides whether to revise, extend or retire the course."]

6. Maintenance and review

ItemPlan
Content owner[@name]
Scheduled reviewExample: Every 12 months
Update triggersExample: Policy change; new incident pattern; CRM interface change; evaluation targets missed
Source files location[Repository or shared drive path]
Retirement criteria[When the course will be withdrawn or replaced]

7. Appendices

AppendixContent
A[Needs analysis data and interview notes]
B[Storyboards and scripts]
C[Assessment item bank and answer keys]
D[Facilitator guide]
E[Accessibility audit report]

Glossary

TermMeaning
ADDIEAnalysis, Design, Development, Implementation, Evaluation: a generic instructional design process
SMESubject matter expert
SCORM / xAPIStandards for packaging e-learning and tracking learner activity
[Term][Meaning]

Standard and licence note

Based on the ADDIE instructional design model, a widely used generic process with no single owner. Objectives use the cognitive process levels of the revised Bloom's taxonomy (Anderson and Krathwohl, 2001), and evaluation follows the four levels described by Donald Kirkpatrick; both are cited as references. Accessibility targets refer to W3C WCAG 2.2. This template is original text written for this collection; example data are illustrative. Template licence: MIT.

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