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Elearning Projects Director Lisa Johnson

Dynamic. Lisa Johnson.

Projects Director

08 Aug 2023

The importance of a thorough scoping exercise

When it comes to elearning, a solid foundation is key to achieving your goals. In this blog post, we will explore the significance of a comprehensive scoping exercise and how it can set the stage for success.

Whether you’re new to elearning or looking to improve your current initiatives, we’re here to offer guidance and expertise throughout the process. 

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Defining clear objectives and identifying your needs

To begin, it’s crucial to align on the specific objectives and outcomes you aim to achieve with your elearning initiative and wider business goals. Through in-depth discussions and needs assessments, you can gain a comprehensive understanding of how your initiative can best add value. Before any development begins, you should work to identify data sources that can be used to measure impact and demonstrate a positive return on your learning investment. These important activities enable you to ensure that your learning design decisions are always focused on the needs of the end user and your business.  

Clear learning objectives defined through a thorough scoping exercise
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Understanding your target audience

At the heart of any successful elearning experience is a human-centred design approach. This is why you should take the time to analyse the characteristics, needs and preferences of your learners to create content that resonates with them. Factors, such as age, educational background and technological proficiency, are carefully considered to develop engaging and tailored content, instructional strategies and user interfaces. 

Planning learning experiences to address performance outcomes

Effectively designing learning solutions that are relevant to the learner and enable them to do their job better – that’s what learning is all about, right? Using the data collected from your scoping activities, you should plan your solutions at a high level before diving into the detail of each unique learning activity and experience. Interactive elements, assessments and multimedia components can then be integrated to captivate your learners and foster active engagement.

Addressing technical requirements and contraints of elearning development

Addressing technical requirements and constraints

Navigating the technical landscape of elearning can be complex. Over nearly 25 years of elearning development we’ve seen how that landscape has changed and understand the importance of considering infrastructure, device compatibility, accessibility and other technical constraints. By considering these restraints and opportunities as part of your scoping exercise, you can ensure a seamless user experience across various platforms and devices. Working with an experienced provider can minimise potential hurdles and ensures that your elearning solution functions optimally. 

Accurate time and cost estimation

One of the advantages of a thorough scoping exercise is gaining accurate time and cost estimations. At Dynamic, by drawing from our experience, we provide realistic project planning, budgeting and scheduling. By minimising unforeseen delays and budget overruns, a thorough scoping exercise can ensure efficient resource allocation and a streamlined development process. 

Collaboration and stakeholder alignment through thorough scoping of elearning project

Collaboration and stakeholder alignment

When developing a learning solution, a mix of diverse perspectives is so powerful. Through a scoping exercise, you should facilitate dialogue among subject matter experts, end users, instructional designers, trainers and project sponsors.

By actively involving key stakeholders, you can foster a shared understanding of the project’s scope and objectives, maximising the chances of success. 


In conclusion, a thorough scoping exercise is crucial to unlock the full potential of your elearning initiative. Partnering with Dynamic grants you access to our expertise in defining objectives, understanding your target audience, designing learning experiences, addressing technical requirements and fostering collaboration. Together, we will pave the way for a successful elearning solution that meets your needs and exceeds your expectations. Let’s embark on this transformative journey together! 

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