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
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- Currency, flagging what's changed or outdated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
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
- Project Kickoff MeetingDay 1SME: 1 hr
Align on goals, audience, scope, and success criteria.
OwnersSMEInstructional DesignerProject Sponsor - Learning Objectives & Business Goals AlignmentDays 2–3SME: Less than 1 hr
ID drafts objectives tied to strategic goals; SME validates and approves.
OwnersInstructional DesignerSME - Content GatheringDays 4–10SME: 2–8 hrs
Share source material with context on how the pieces fit together.
OwnersSME - Content Review MeetingDays 11–14SME: 2–4 hrs
Walk through gathered content and resolve gaps before drafting.
OwnersSMEInstructional Designer - Alpha Draft of ContentDays 14–28SME: 0 hrs
ID builds the first end-to-end draft. SMEs get a breather.
OwnersInstructional Designer - Feedback on Alpha DraftDays 28–31SME: 1–4 hrs
Leave specific, direct feedback in the Review tool.
OwnersSME - Beta Draft of ContentDays 31–44SME: 0 hrsOwnersInstructional Designer
- Feedback on Beta DraftDays 44–47SME: 1–2 hrsOwnersSME
- Final Draft of ContentDays 47–54SME: 0 hrsOwnersInstructional Designer
- Feedback on Final DraftDays 55–56SME: 1 hr
Final pass; accuracy and polish only.
OwnersSME - LMS Posting & PublishingDays 56–63SME: 0 hrsOwnersInstructional DesignerLMS 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.
Added to every calendar event title.
Pick a date to enable downloads.
Seven tips for a better partnership
Small habits that compound across the life of a project.
- Tip 1Know 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.
- Tip 2Be 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.
- Tip 3Be 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.
- Tip 4Leave 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.
- Tip 5Schedule 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.
- Tip 6Don'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.
- Tip 7Stay 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.