Subject Matter Expert: Free Resource Checklist

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free subject matter expert handout

Recently, we explored how to manage the working relationship with subject matter experts. One of the key components is curating all of the existing resources. Here’s a free handout to help guide the conversation with subject matter experts and clients so that you get all of the resources you need to build the best courses possible.

What you need to curate is part of three core groups: existing training content, additional resources, and media assets.


Subject Matter Expert Checklist: Collect Existing Training Material

subject matter expert checklist training content

Make sure to get all of the existing training material. You’ll also need to figure out what to keep and what to discard. At some point you want to archive older material so there’s no conflict later when you need to update the course content.

Subject Matter Expert Checklist: Identify Additional Resources

subject matter expert checklist resources

There are all sorts of supporting resources such as product documentation, procedural manuals, and company policies. Not only do you want to identify what’s available, you want to make sure it’s up-to-date (get rid do old content), and find ways to integrate searching for and using the resources.

Subject Matter Expert Checklist: Pull Together All Media & Visual Assets

subject matter expert checklist media assets

The organization often has branding requirements that may include imagery, colors, and typography. You need those. You also need any images, videos, audio, and whatever other media exists to support the training. If none’s available, make a list of what you need.

Often you can find relevant assets in marketing collateral, web sites, or shareholder annual reports.

This checklist is a great way to collect what you need and also help steer some of the conversation you’ll have with your subject matter experts and content owners.

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Subject Matter Expert: Free Resource Checklist
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