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 Essential Scoping Questions for SME Discussion.docx |
Essential scoping questions for SME discussion
This resource provides a comprehensive framework of 20 scoping questions designed to guide initial discussions between learning designers and subject matter experts (SMEs) when planning eLearning projects, particularly those with clinical or healthcare content. The document systematically addresses critical project planning areas including strategic alignment, stakeholder management, learning design approaches, assessment strategies, accessibility requirements, technical specifications, and resource allocation. It incorporates evidence-based time estimates for different levels of content complexity (basic to advanced) and includes specific cost projections based on development hours. Key features include: Structured questions covering project fundamentals through to risk management Specific guidance on scenario-based learning and branching complexity Compliance and accessibility considerations aligned with WCAG 2.1 AA standards Platform-specific development time estimates (Blackboard Ultra, Articulate Rise 360, Storyline 360) Budget frameworks with realistic hour-per-finished-content ratios Healthcare-specific considerations including clinical accuracy validation and SME involvement timeframes This resource would be particularly valuable for learning designers initiating healthcare or clinically-focused eLearning projects, project managers establishing realistic timelines and budgets, or institutions seeking to standardise their eLearning scoping processes. The framework ensures comprehensive early-stage planning whilst managing scope, compliance requirements, and stakeholder expectations effectively.
Advice for reuse
Contextualisation is essential This framework has been developed specifically for healthcare and clinical eLearning projects within a university setting. Users should adapt the questions to reflect their own institutional context, regulatory requirements, and content areas. Remove or modify healthcare-specific elements (such as clinical accuracy validation cycles) if working in non-clinical domains. Adjust time and cost estimates The development time multipliers and hourly rates provided are indicative and based on specific institutional rates and circumstances. Recalculate these figures to reflect your own staffing costs, institutional overheads, and local market rates for media production. Time estimates may also vary depending on your team's experience and available tools. Tailor the scope to project scale Not all 20 question areas will be relevant for every project. Smaller-scale projects may require only a subset of these questions, whilst larger, more complex initiatives might benefit from the full framework. Use this as a starting point and select the sections most pertinent to your specific project requirements. Update compliance and accessibility standards Ensure that referenced standards (such as WCAG 2.1 AA) remain current, as accessibility guidelines and regulatory requirements evolve over time. Replace or supplement these with any additional standards relevant to your jurisdiction or professional context. Integrate with existing processes This framework should complement, not replace, existing institutional project management or quality assurance processes. Align the scoping questions with your organisation's established workflows, approval mechanisms, and documentation requirements to avoid duplication or confusion.
| Added By: |
Mrs Tamsyn Smith
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| Date Added: | 28 Nov 2025 08:16 |
| Creators Name: | |
| Tags: | eLearning, project management, instructional design, learning design, needs analysis, project planning, stakeholder management, requirements gathering, healthcare education, assessment design, Accessibility, budget planning, time estimation, resource allocation |
| Viewing permissions: | World |
| Link: | http://edshare.soton.ac.uk/id/eprint/22401 |
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