Understand corporate learning culture, types of learning environments: synchronous or asynchronous; formal, informal, or non-formal; learning platforms and human resources (LMS, training operation functions, media development tools, corporate communication channels, learning devices, etc.)

Conduct cost-effectiveness analysis, create leaner personas, select the best learning modality and media that suits client's learning ecosystem.

Communicate findings and results from previous steps. Offer different options with case studies and work samples to test reactions and preferences. Get buy-in to kick start project planning.

Document and get alignment on in-take details, define project scope, milestones, and communication checkpoints; plan out schedule for phases in training design, development, testing, pilot, launch; set and manage expectations by providing insights on project or content complexity and potential changes and risks.