Instructional Process Checklist 

Here is a checklist of activities with related questions a trainer or instructor can use that follows the six-step model developed in Hiemstra, R., & Sisco, B. (1990). Individualizing instruction. San Francisco: Jossey-Bass.

Step 1: Preplanning Activities	Step 4: Learning Activity Identification
___ Learning rationale described?	___ Self-directed learning concepts emphasized?
___ Potential learners understood?	___ Learning contract process understood?
___ Instructional options considered?	___ Learning objectives identified?
___ Learning competencies determined?	___ Necessary timelines established?
___ Necessary support materials and resources considered?	___ Needed learning resources and strategies discussed and located?
___ Workbook or study guide materials collected and learning objectives prepared?	___ Needed evidence to show achievement discussed?
___ Organizational constraints discussed and approvals negotiated?	___ Necessary validation and evaluation strategies identified?
Step 2: Creating a Positive Learning Environment	Step 5: Putting Learning in Action and Monitoring Progress
___ Physical environment examined?	___ Optimal instructional techniques decided?
___ Ice breaker activities considered?	___ Variety of instructional techniques used?
___ Opening activities decided?	___ Conducting formative evaluations understood?
___ How to make learners feel at ease decided?	___ Frequent feedback to the learners provided?
___ Personal comforts of learners considered?	___ Feedback from learners encouraged and received?
___ How will learning materials, contracting examples, examples, learning resources etc. be introduced?	___ Feedback from learners used to make ongoing adjustments in the instructional process?
Step 3: Developing the Instructional Plan	Step 6: Evaluating Individual Learner Outcomes
___ Suggested learning activities determined?	___ Appropriate summative techniques selected?
___ Appropriate needs assessment tools created and used?	___ Competency and the transfer of learning to skills emphasized?
___ Responded to related questions and concerns about the learning experience?	___ Various linkages from the learning activities and materials made to practice?
___ The role of experience emphasized?	___ Ensured that mastery of learning took place?
___ How learners will be helped to feel comfortable with the process determined?	___ Assessed that quality learning and critical thinking took place?
___ Learning plan laid out and matched with resources?	___ Prepared for the next instructional situation?

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