Field notes / Course planning

Your workshop already has the beginnings of an online course

A practical starting checklist for the healthcare educator with slides, handouts, and a workshop worth extending.

You have taught the workshop more than once. You know which explanation needs an example, where the room asks questions, and which handout people keep. That experience is useful material for an online program.

The first step is to look at what your learners need between the opening introduction and the final exercise. A recording can support that journey, but it rarely describes the whole journey on its own.

Start with one learner and one purpose

Write a short description of who the program is for. Include the knowledge they bring and the situation in which they will use the teaching. A workshop for experienced professional peers may need a different introduction from one for a mixed team.

Then describe what the learner should be able to do with the material. Keep this grounded in the actual content you teach. This description becomes a useful test when deciding what belongs in the first release and what can wait.

Take an inventory of the useful material

Gather the slides, handouts, recordings, exercises, and reading lists for this particular workshop. Note which files are current, which need your review, and which you are permitted to distribute.

  • Mark the source of each asset and the person who can approve it.
  • Separate finished material from content that still needs an explanation.
  • Identify references to dates, events, or links that may need updating.
  • Keep confidential records and patient information out of the build package.

This inventory is a planning tool. It helps prevent a platform build from being held up by content decisions no one realized were outstanding.

Decide what remains live

A discussion, demonstration, or reviewed exercise may still belong in a live session. Give that activity a clear place in the program rather than forcing every element into self-paced lessons.

For example, a learner could complete orientation and preparatory reading online, join the workshop, then return to an organized resource library. Another program might use short lessons before an instructor-reviewed reflection. These are delivery options to evaluate against your teaching requirements.

Sketch the route through the program

List the steps from enrollment to the final agreed activity. Include the confirmation email, first login, resource access, reminders, and any review the learner must complete.

Ask a colleague unfamiliar with the setup to follow the sketch. Where would they hesitate? Which instruction is missing? Those gaps are easier to fix before lessons and automations are configured.

Define completion carefully

Decide what completion means in your program and who checks it. Watching a recording, completing an exercise, and receiving an instructor’s approval are different events. The platform should reflect the requirement you actually intend to apply.

If you provide a certificate, approve its wording and the rule that releases it before launch. Professional recognition and continuing education arrangements require your own substantiated program requirements; a platform feature does not establish recognition.

Bring a focused brief to the planning conversation

You do not need a finished online course to start. Bring the audience description, material inventory, a rough learner route, and the decisions that still need your review. Together these give a builder enough context to scope the first useful version.

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