How to Create a New
Learning Design Document


Use the Learning Design Tool ribbon to start your new Design Document and to work in the document.

Follow these steps...

Bring up the Learning Design Tool in Word and click NEW on the LDT ribbon. 

  1. You will see a dialog box asking for a:

    1. Cover Page Title

    2. Course ID

    3. Select a Cover Page

  2. Enter your info and click OK
  3. You will be asked to Save your new file.

Your new design document will be saved as a Word document in .docx file format.

About the Course ID

The Course ID is a Windows searchable keyword field.

  • If you enter a Course ID it will appear at the top of your cover page.
  • This is optional, you do not have to enter a Course ID.

You also have the option to set a user preference to enable the Course ID.

  • When enabled, you must enter an ID before you can complete the setup of your new design document.
  • Enabling the Course ID turns on an optional Audit Trail tracking feature.
  • The Audit Trail tracking feature tags the Source Import documents and the Extracted Course Design documents with this same Course ID so that you can easily locate all electronic files associated with your Design Documents.

After you Save you will see this message

Click OK and your new design document will be up on your screen, on the cover page.

What you will create

The slideshow below displays each page of a brand new learning design document before any content has been added.

Use the LDT Ribbon to Guide Your Work Flow

Work from left to right through the buttons on the LDT ribbon to build your design document.

  1. Click New to start a new Learning Design document
  2. Click Import Analysis Data to import information from another Word file

  3. Click Learning Hierarchy to add your learning objectives 
  4. Click Learner Achievement to add learner achievement activity types for each learning objective

  5. Click Course Structure to generate a course outline based; terminal objectives become modules and enabling objectives become lessons.

  6. Use the provided Instructional Activity options to add detail for each learning objective and flesh out your course outline
  7. Click Insert Content to add more Instructional Activities 

  8. Click Course Outline to extract a copy of your detailed course outline

    1. Extract into a new Word document or a new PowerPoint file

    2. Or extract into the IGST or LeaderGuide Pro

  9. Use your extracted course outline to begin building out your facilitator guide.

About Import Analysis Data


The Learning Design Tool assumes two things:

1) You have completed the Analysis phase.

2) A summary of your Analysis is a logical starting point for your Design Document.


Use the Import Analysis Data function to import relevant content.

Because it may also be important to document the expertise of the ISDs and SMEs involved in creating your Design Document, the Import Analysis Data function will also import existing bios.

Here are the categories you can import content into

  1. Problem Statement
  2. Impact
  3. Data Analysis Overview
  4. Data Analysis Summary
  5. Proposed Outcomes
  6. Obstacles
  7. Target Audience
  8. ISD and SME bios

How to Import


With your Design Document open and up on your screen and your source content document(s) closed, click Import Analysis Data on the LDT ribbon and...

  1. Click Open and navigate to your source document
  2. Select a Content Type category and highlight the relevant content in your source document

  3. Click Import in the dialog box; repeat step 2 as needed
  4. If you need to open another document to obtain additional information, click Open again in the dialog box.

    1. You will be asked if you are done with the currently open source document, which is the best practice

    2. Say Yes and that file will be closed as the new source document is opened.

  5. When done, click Done in the Import dialog box.
For help in the moment when using this feature, click on the Learning Design Tool logo.

Smart User Tip

Before you start the import

  • Organize your source content
  • Know where the source content is


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