The Scoping Toolkit and AI Assistant

Stop guessing what stakeholders really need.

This Scoping Session Kit + AI Assistant helps you run structured, high-impact conversations and turn messy notes into clear, client-ready learning plans in minutes.

Designed for learning designers, consultants, and L&D professionals, this toolkit combines a proven scoping framework with AI-powered prompts to help you uncover the real business problem, define measurable outcomes, and confidently recommend the right solution.

Learning Objectives

By the end of this toolkit, you will be able to:

• Run structured and effective scoping sessions with stakeholders
• Identify the real business problem behind a training request
• Distinguish between training, performance, and process issues
• Define clear, measurable learning objectives focused on behaviour change
• Identify risks, constraints, and scope boundaries early in the project
• Use AI to analyse scoping notes and generate insights
• Create professional, client-ready summaries and follow-up communication
• Confidently recommend appropriate learning solutions