The Learning Campaign Starter Kit
One fillable PDF with everything to take a training project from rollout to Learning Campaign. Start with the Campaign Scoping Sheet: a one-page tool that gives you a quick start on any new project, so you know what number you're moving, who owns the data, and how you'll tell the story before you build a single slide.
Campaign Scoping Sheet. The business problem, the campaign, the data partner, and the value story on one page
90-day checklist. Pre-launch, launch, and sustain, with target dates
ROI tracking sheet. Cost, impact, measurement, and who you told
Data request template. A worked example, then one to fill in
The value story. Stakeholder messaging, the C-suite conversation, and the ask
Get the Starter Kit
One fillable 13-page PDF. Type into it, save it, and share it with your data partner.
We won't add you to a newsletter. Someone from our team may reach out once to see if the kit was useful.
Start with the Scoping Sheet
Page 2 of the kit, and the place to begin. Four boxes take a new project from the business problem to the value story.
Box 1
The business problem
What are you solving, and what number proves it? The problem in one sentence, the metric you'll move, and where it stands today.
Box 2
The campaign
How will you engage people beyond an LMS assignment? Channels, field champions, how you'll build excitement first, and the launch window.
Box 3
The data and the partner
Who's your partner for the relevant data? The data you need, who owns it, what they care about, and when you'll ask.
Box 4
The value story
How do you frame value for different stakeholders? Top line, bottom line, or protecting the business; who hears it first; and your one sentence.
Why Start with the Number
Training gets funded when it moves a number someone already cares about. Most learning projects start with the content and go looking for the business case later, which is backwards. The sheet makes you name the metric first, find the person who owns the data, and decide how you'll tell the story to each stakeholder.
It also pushes the campaign past the LMS. An assignment gets completions, while huddles, manager toolkits, coaching, and field comms get behavior change, and the sheet asks you to plan those before launch, not after.
See how we build learning strategy →Common Questions
Is the kit free?
Yes. Download it, fill it in, share it with your team.
Do I have to use the whole kit?
No. Start with the Campaign Scoping Sheet on page 2. It stands on its own as a one-page quick start, and the rest of the kit is there when the campaign gets going.
Can you help us run the campaign?
That's what we do. Learning Strategy covers the planning; the rest of our L+D Services cover the build and the rollout.
Want a Second Set of Eyes on Your Sheet?
Bring it to us (filled in or not), and we'll walk through it with you.
