Tuesday Tip: eLearning Project Discovery Checklist


Discovery. Scope of work. Creative brief. Analysis. The planning stage. Estimate.Whatever you call it, those initial moments before a project truly begins are crucial. Knowing the full scope of the project ahead of you helps you estimate your time, and rate, accordingly. While it might seem pushy to be demanding a plethora of details about a project you haven’t even formally accepted yet, professionals across many industries are already doing just that. Here are just a few industries where the pre-project discovery phase is common:

  • Marketing agencies
  • Software companies
  • Web design companies
  • Construction companies
  • Plumbers
  • Interior designers
  • Wedding planners and vendors
  • Appliance repair companies
  • Subcontractors

As a freelancer, you definitely want to know what you’re getting into before you start a project. This way you can try to avoid sinking your time into a black hole project that keeps spiraling out of control with no chance of you getting paid for all your hours. We don’t want that to happen to you! That’s why we were so excited when Joe Ganci, aka eLearning Joe, shared his tips—and his actual discovery checklist—with us on the Trivantis® Community.Take a look at Joe’s checklist here. You can also sign up for the live replay of the webinar that sparked this tip! Register now for: 5 eLearning Mistakes and How to Avoid Them (Examples Included!).