Content Review and Quality Checklist Kit

Catch errors before your learners do, with checklists for every kind of training material and a simple way to get useful reviews from busy experts and leaders.

Who it is for

• A manager or owner who writes job aids and onboarding materials and wants a second check before they go out

• An HR or training person who sends material to subject experts and waits weeks for vague comments

• A training team that needs one standard for quality reviews and sign-off

• A subject expert who has been asked to review training and wants to know what to look for

• Anyone responsible for safety or compliance training who needs a record of who approved what

The problem it solves

Errors in training spread: a wrong step on a job aid is repeated by everyone who uses it. Reviews are supposed to prevent that, but they often go wrong. Reviewers check the wrong things, comment on fonts instead of facts, rewrite whole sections, or miss the deadline, and nobody can say later which version was approved. This kit gives you the four kinds of review and when to use them, a checklist for each type of material, a feedback form that produces clear comments, a sign-off record, and practical guidance for working with experts and leaders.

What is inside

Kit (PDF and Word, 23 pages)

• How to use this kit and contents (page 1)

• Part 1. How good reviews work: why reviews matter, four kinds of review, three stages, a review plan with an example, and variations (pages 2 to 3)

• Part 2. Review checklists: how to use them (page 4), then five checklists, each with a filled-in example:; Slide deck checklist (pages 5 to 6); Facilitator guide checklist (pages 7 to 8); E-learning checklist (pages 9 to 10); Job aid checklist (pages 11 to 12); Assessment checklist (pages 13 to 14)

• Part 3. Reviewer feedback form: what useful feedback looks like, three comment types, how the author responds, the template and a filled-in example (pages 15 to 17)

• Part 4. Sign-off record: why and how, the template and a filled-in example (pages 18 to 20)

• Part 5. Running reviews with subject experts and leaders: briefing reviewers, a review request email, handling six common problems, and working with sponsors (pages 21 to 22)

• Part 6. A full review cycle from a clinic's e-learning project, and FAQ (page 23)

How to use it

1. Plan who reviews what, and when, using Part 1.

2. Brief each reviewer using the guidance and email example in Part 5.

3. Send the right checklist and the feedback form with each review.

4. Respond to every comment, then record the final approvals on the sign-off record.

Formats and file types

• PDF, 23 pages, US Letter

• Microsoft Word file (.docx), fully editable, so you can add your own checklist items; also opens in Google Docs

Frequently asked questions