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Identify a designer’s role during Analyze

“What is a learning designer's role during the analysis phase of a project?”

“How does the analysis phase impact other phases of a learning project?”

“What common mistakes should learning designers avoid during the analysis phase of a project?”


The analysis phase of a learning project plays a crucial role in shaping the subsequent phases. It provides the necessary insights, requirements, and direction to design, develop, implement, and evaluate an effective and targeted learning program. During the analysis phase, the learning designer gathers information, analyzes needs, and identifies vital information necessary to build the foundation for the design and development phases to ultimately deliver effective learning experiences.


Through this lesson, you should be able to Identify the role and responsibilities of a learning designer during the analysis phase.



What is a learning designer's role during the analysis phase of a project?


A learning designer plays an essential role during the analysis phase of a learning project by gathering information and analyzing the needs, goals, and constraints of the learning project. During the analysis phase, a learning designer will:

  • Build trust with stakeholders: One of the first and foremost activities an instructional designer engages in during the analysis phase is building trust with stakeholders. By establishing strong relationships and open lines of communication, designers can foster collaborative partnerships, ensuring a deep understanding of project objectives and requirements. This trust-building process allows designers to effectively gather essential information, insights, and perspectives from stakeholders, setting the stage for a successful analysis.

  • Identify the problem or opportunity: Next, instructional designers dive into identifying the core problem or opportunity that the project aims to address. By meticulously analyzing existing data, conducting interviews, and gathering relevant information, designers gain a comprehensive understanding of the context in which the learning solution will be implemented. This thorough examination enables designers to determine the root causes of performance gaps or opportunities for improvement, laying the groundwork for the subsequent design decisions.

  • Discover the target audience: Understanding the target audience is paramount to developing impactful instructional materials. Instructional designers devote considerable time to discovering and comprehending the characteristics, preferences, and needs of the intended learners. This entails conducting thorough research, surveys, interviews, and analyzing available demographic and psychographic data. Such endeavors allow designers to create learner personas, which serve as invaluable guides for tailoring the learning experiences to meet the audience's unique requirements and learning styles.

  • Create an action map: Building upon the insights gained from stakeholders and the understanding of the problem or opportunity, instructional designers proceed to create an action map. This visual representation outlines the desired behavioral changes or actions that learners should exhibit upon completing the learning experience. The action map serves as a blueprint, guiding designers in selecting the appropriate instructional strategies, content, and assessments to align with the overall objectives.

  • Write performance goals: Instructional designers translate the identified performance gaps or improvement opportunities into clear and measurable performance goals. These goals serve as guiding beacons for designing effective learning experiences that bridge the gap between the learners' current skills and the desired outcomes. Well-crafted performance goals provide designers with the necessary direction to design targeted instructional activities and assessments that effectively address learners' needs.

  • Develop a learner journey map: A learner journey map outlines the entire learning experience from the learners' perspective, capturing their progression through the instructional materials. Instructional designers meticulously craft this map, ensuring a logical and engaging flow that optimizes learners' understanding, retention, and application of knowledge and skills. The learner journey map serves as a blueprint for organizing content, determining instructional strategies, and sequencing activities, resulting in a cohesive and impactful learning experience.

  • Present analysis findings and recommendations: Lastly, instructional designers prepare a comprehensive report presenting their analysis findings and recommendations to key stakeholders. This report summarizes the insights gained during the analysis phase, highlights the identified problem or opportunity, and outlines the proposed learning solutions. Through persuasive and evidence-based presentations, designers effectively communicate the rationale behind their recommendations, garnering support and buy-in from stakeholders for the subsequent design and development phases.


How does the analysis phase impact other phases of a learning project?


The analysis phase of a learning project is a critical stage that sets the foundation for the entire project. Its impact is significant on the subsequent phases of the project. Here's how the analysis phase affects other phases:

  1. Design phase: The analysis phase provides crucial insights into the learning needs, goals, and objectives of the project. This information helps in designing an effective learning solution that aligns with the identified requirements. Without a thorough analysis, it becomes challenging to create a well-designed and targeted learning program.

  2. Development phase: During the analysis phase, the project team gathers information about the target audience, their existing knowledge and skills, and any performance gaps. This information guides the development of content, instructional materials, and learning activities in the subsequent phase. A comprehensive analysis ensures that the development phase addresses the identified needs and delivers relevant and engaging learning materials.

  3. Implementation phase: The analysis phase helps in determining the appropriate delivery methods and technologies for the learning program. For example, if the analysis indicates that the target audience prefers online learning, the implementation phase can focus on developing an e-learning platform or using a learning management system. The analysis phase also assists in defining the timeline, resource requirements, and logistical considerations for the implementation phase.

  4. Evaluation phase: Proper analysis sets the stage for evaluating the effectiveness and impact of the learning program. The analysis phase helps in identifying the desired outcomes and performance indicators that will be used to measure the success of the project. Without a solid analysis, it becomes difficult to determine whether the learning objectives have been met and to assess the overall effectiveness of the program


A thorough and well-executed analysis phase increases the chances of creating a successful learning solution that meets the needs of the learners and the organization.


For instance, consider the following scenario:




What common mistakes should learning designers avoid during the analysis phase of a project?


During the analysis phase of a learning design project, there are several common mistakes that learning designers should avoid. Here are a few of them:

  • Insufficient needs analysis: Failing to conduct a thorough needs analysis can lead to designing ineffective learning solutions. It's important to understand the target audience, their existing knowledge and skills, their learning preferences, and the specific performance gaps that need to be addressed.

  • Overlooking stakeholder involvement: Neglecting to involve key stakeholders, such as subject matter experts, managers, and learners themselves, can result in a misalignment between the learning objectives and the actual needs of the organization or learners. Engage stakeholders early on and throughout the analysis phase to gather their input and ensure buy-in.

  • Ignoring existing resources: Failing to consider existing training materials, resources, or technologies can lead to unnecessary duplication of efforts and wasted resources. It's important to conduct a thorough review of what already exists and identify opportunities for leveraging or updating existing content.

  • Neglecting to analyze performance gaps: Understanding the performance gaps that the learning solution aims to address is crucial. It's important to conduct a gap analysis to identify the root causes of the performance gaps and determine if the gaps can be effectively addressed through learning interventions. Simply assuming that training is the solution without identifying the underlying issues may result in ineffective learning outcomes.

  • Not considering the learning context: Neglecting to consider the learning context, such as the organizational culture, infrastructure, available technology, or time constraints, can lead to unrealistic or impractical learning designs. It's important to take into account the practical constraints and design solutions that are feasible within the given context.

  • Lack of alignment with business goals: Learning initiatives should align with the broader business goals and objectives of the organization. Failing to establish this alignment can result in a disconnect between the learning outcomes and the organization's strategic priorities. Ensure that the learning objectives and activities directly contribute to the organization's goals.

By avoiding these common mistakes, learning designers can lay a solid foundation during the analysis phase, leading to more effective and impactful learning solutions.


Summary and next steps


The learning designer plays a pivotal role during the analysis phase of a learning project. During this phase of the project, a learning designer leverages expertise to identify learning needs, align goals, assess constraints, analyze learners and apply instructional design models to create impactful and effective learning experiences. The insights, requirements, and direction resulting from the learning designer’s efforts in the analysis phase shapes the subsequent phases of a learning project. A well- executed analysis phase increases the chance of a successful learning solution.


Now that you are familiar with the role of designers during the analysis phase of a learning project, continue to the next lesson in LXD Factory’s Analyze series: Build trust with stakeholders.

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