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Your charter

A customized charter guides every learning experience initiative. The charter contains links to the pages in this Toolkit site and links to worksheets that are relevant to the learning experience you're creating.

Toolkit phases​

The Toolkit is divided into several phases, which you can see on the left menu. They are deliberately not numbered, because not every phase applies to every learning experience.

Charter types​

We use a few types of charters to organize related tasks. These types are as follows:

  • Full: The full process, as used by the Education team, that fully applies our learning principles. This type is required for Pathways content.
  • Flex: In this charter type, many features are optional, so that you can get just the guidance you need. This type is best for short courses that will support product releases.
  • Fast: The shortest process, meant for the shortest and simplest learning experiences and those with tight deadlines, to make sure they meet our minimum standards.

In your Charter, you'll get links to worksheets in which you'll fill out the information described in these pages. Refer to these sample charters to get an idea of the possible scope of this process:

Charter generator​

Before you draft your charter, please fill out our Learn Content Request form.

Then, to draft your charter, try our self-service Charter Generator tool.

Charter reference

Here's a summary of the phases of the toolkit process, based on the charter types that we use to customize it to different use cases:

βœ…=required ⏺️=optional

Phase / TaskFull charterFlexible charterFast charter
Plan phase
How to make great learning contentβœ…βœ…βœ…
About your learnersβœ…βœ…βœ…
Skills databaseβœ…βΊ
Activity phase
Select a practical activityβœ…βΊ
Practical activity checklistβœ…βΊ
List activity tasksβœ…βΊ
Practical activity prototypeβœ…βΊ
Plan creative choicesβœ…βΊ
Outline phase
Content typesβœ…βœ…βœ…
Tutorial structureβœ…βœ…βœ…
Curriculum outlineβœ…βΊ
Learning objectivesβœ…βΊ
Creative freedomβœ…βΊ
Assessmentsβœ…βΊβΊ
Experience pointsβœ…βœ…βœ…
Practical activity assets checklistβœ…βœ…βœ…
Production tracker⏺⏺⏺
Develop phase
Templatesβœ…βœ…βœ…
Resources for writingβœ…βœ…βœ…
Practical activity assetsβœ…βΊ
In-Editor tutorials (IETs)βœ…βΊβΊ
Finalize phase
Learning experience final checklistβœ…βœ…βœ…
Publish phase
Publishing process overviewβœ…βœ…βœ…
Maintain phase
Learning experience maintenance overviewβœ…βœ…βœ…