Made for Corporate Trainers
Design Realistic Practice, Feedback, and Job Aids
Also useful for: people in Education
90 min
Advanced
Planning
Build a Skill
Need to Make a Decision
Create a build-ready design brief that separates what people need to practice, what they need at the moment of work, and what training can't fix.
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Use this when
Use this after you have a defined performance need and before you script scenarios, build simulations, write facilitator guides, or produce job aids. It is especially useful when stakeholders keep adding content or proposed practice feels too easy.
You'll need
- Work situation
- Target performance
- Participant context
- Success evidence
- Failure patterns
- Work constraints
- Practice format
- Feedback timing
- Job aid needs
- Source materials
You'll get
- Each performance element classified as practice, job aid, both, reference, or outside the reach of training
- A realistic practice specification with decision points, mistakes, consequences, feedback, recovery, and observable scoring
- A job aid specification
- Validation questions
- Exclusions
- Traceability checks
By the end of this playbook
You will have:
- Each performance element classified as practice, job aid, both, reference, or outside the reach of training
- A realistic practice specification with decision points, mistakes, consequences, feedback, recovery, and observable scoring
- A job aid specification
- Validation questions
- Exclusions
- Traceability checks
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Work situation: Customer support specialists handle disputed refund denials during live calls. Target performance: Verify the account, apply exception rules, explain the decision, document the case, and escalate only when required. Participant context: Specialists have three to six months of experience and $50 credit authority. Success evidence: Correct policy use, no unauthorized promise, complete notes, clear explanation, and proper escalation. Failure patterns: Specialists quote policy too early, skip account history, offer credits prematurely, or over-escalate. Constraints: Six-minute handling target, delayed notes, an upset customer, and no supervisor immediately available. Practice format: Mixed practice Feedback timing: Mixed Job aid needs: Refund authority, exceptions, documentation, escalation triggers, and approved language. Source materials: Refund policy, escalation matrix, scorecard, call flow, and anonymized transcripts.
Sample assembled prompt
PERFORMANCE ALLOCATION Practice: - Diagnose the... This requires judgment under time and... - Choose between denial, authorized credit,... This involves authority limits and tradeoffs. - Explain the decision while preserving... This requires adaptive communication. Job aid: - Refund limits by... - Exception criteria. - Required documentation fields. - Escalation triggers. Both: - Select the correct path... Reference only: - Full policy history... Outside training: - Delayed account notes... Route this to the system owner. PRACTICE SPECIFICATION Opening: A five-year customer... The account shows conflicting purchase dates,... Decision 1: Investigate before responding. Strong performance: Confirm the transaction, prior... Tempting mistake: Quote the standard denial... Consequence: The specialist misses a documented... Feedback: Delayed until the participant commits... Coaching question: Which fact could change... Decision 2: Choose an action within... Strong performance: Offer the permitted credit... Recovery branch: If an unauthorized refund... JOB AID SPECIFICATION Format: One-page decision... Essential fields: Refund window, delay exception,... Update trigger: Any change to refund... Owner: Customer support policy manager. ACCEPTANCE CHECKS - Every branch changes... - Scoring uses observable actions rather... - The job aid can be... - Policy details remain marked for...