For Subject Matter Experts

Working with your Instructional Designer

A short field guide to making the SME ↔ ID partnership work. Read it before kickoff, keep it nearby during reviews, and your training module will be sharper for it.

Why this matters

Great training modules are built by two people pulling in the same direction: a subject matter expert who knows the content cold, and an instructional designer who knows how adults actually learn. When those two roles partner well, courses ship faster, land better, and need fewer revisions. The tips below come from projects where it worked, and a few where it didn't.

Who owns what

Knowing your lane is the single biggest predictor of a smooth project.

Your role

Subject Matter Expert

Owns content validity.

  • Accuracy of facts, processes, and terminology
  • Completeness, what learners absolutely must know
  • Currency, flagging what's changed or outdated
  • Realistic examples, scenarios, and edge cases

Our role

Instructional Designer

Owns adult learning theory.

  • Learning objectives and module structure
  • Sequencing, pacing, and cognitive load
  • Engagement, interactivity, and media choices
  • Assessment design and knowledge transfer

Project timeline & your time commitment

A typical engagement runs about 13 calendar weeks (≈63 business days) end-to-end. Your hands-on time as an SME usually lands between 7 and 22 hours, concentrated in the kickoff, content gathering, and review windows.

Total duration

~63 business days

SME effort

7–22 hrs total

Milestones

11 stages

  1. Project Kickoff Meeting
    Day 1
    SME: 1 hr

    Align on goals, audience, scope, and success criteria.

    Owners
    SME
    Instructional Designer
    Project Sponsor
  2. Learning Objectives & Business Goals Alignment
    Days 2–3
    SME: Less than 1 hr

    ID drafts objectives tied to strategic goals; SME validates and approves.

    Owners
    Instructional Designer
    SME
  3. Content Gathering
    Days 4–10
    SME: 2–8 hrs

    Share source material with context on how the pieces fit together.

    Owners
    SME
  4. Content Review Meeting
    Days 11–14
    SME: 2–4 hrs

    Walk through gathered content and resolve gaps before drafting.

    Owners
    SME
    Instructional Designer
  5. Alpha Draft of Content
    Days 14–28
    SME: 0 hrs

    ID builds the first end-to-end draft. SMEs get a breather.

    Owners
    Instructional Designer
  6. Feedback on Alpha Draft
    Days 28–31
    SME: 1–4 hrs

    Leave specific, direct feedback in the Review tool.

    Owners
    SME
  7. Beta Draft of Content
    Days 31–44
    SME: 0 hrs
    Owners
    Instructional Designer
  8. Feedback on Beta Draft
    Days 44–47
    SME: 1–2 hrs
    Owners
    SME
  9. Final Draft of Content
    Days 47–54
    SME: 0 hrs
    Owners
    Instructional Designer
  10. Feedback on Final Draft
    Days 55–56
    SME: 1 hr

    Final pass; accuracy and polish only.

    Owners
    SME
  11. LMS Posting & Publishing
    Days 56–63
    SME: 0 hrs
    Owners
    Instructional Designer
    LMS Team

Plan your dates

Pick your kickoff date and we'll map every milestone to the calendar. Download an .ics file to drop your SME commitments straight into Outlook, Google Calendar, or Apple Calendar.

Your project details

Added to every calendar event title.

Pick a date to enable downloads.

Your SME commitments on the calendar
Pick a kickoff date to see your highlighted SME days.

Seven tips for a better partnership

Small habits that compound across the life of a project.

  1. Tip 1
    Know your lane

    You own content validity; the accuracy, completeness, and currency of the subject matter. Your instructional designer owns adult learning theory; how it's structured, sequenced, and assessed. Trust each other's expertise.

  2. Tip 2
    Be specific in feedback

    Vague reactions stall the project. Instead of "I don't like this," say "Change X to Y" or "Delete this paragraph." Concrete edits move us forward.

  3. Tip 3
    Be direct; you won't hurt our feelings

    We want the best training module just as much as you do. Honest, candid feedback is a gift. Soft-pedaling slows everything down and waters down the result.

  4. Tip 4
    Leave feedback in the Review tools

    Add comments and edits directly inside the review platform, not in a separate Word doc, email thread, or Slack message. One source of truth keeps nothing from slipping through.

  5. Tip 5
    Schedule a call for major gaps

    If something is missing at the concept or structure level, written comments won't cut it. Book 20 minutes with your ID; it's faster than ten rounds of typed back-and-forth.

  6. Tip 6
    Don't just send source content

    Raw PDFs, decks, and SOPs aren't a course. Help your instructional designer see how the pieces fit together: what's essential, what's reference, and what learners actually need to do.

  7. Tip 7
    Stay focused on the learning objectives

    Every example, story, and assessment item should serve an objective. If a piece of content doesn't ladder up to one, it probably shouldn't be in the course, even if it's interesting.

Keep the checklist handy

Print a one-page summary of all seven tips and pin it next to your monitor before your next review cycle.