9-Dimension Learning Audit
A clear, structured way to see what's working, what's getting in the way, and where to focus next — so your program can grow and support learners with intention.
Is your program doing what you need it to do — for learners and for you?
I created my 9-dimension framework to help consultants and coaches step back and really see their course, program or workshop.
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My audit looks at the learning itself - clarity, relevance, cognitive load, and whether it’s designed to last - and it also looks at the experience learners are having and the experience you’re having as the facilitator and creator.
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I assess whether the learning is designed to stick over time, whether the full experience has a strong arc from entry to exit, and whether it’s accessible, including practical considerations like audio quality if sessions are recorded.
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I also look at the operational side: How easy is this to deliver? Where does it feel heavier than it needs to be? Can it scale without constant reinvention or burnout? And are there feedback loops in place to support ongoing improvement?
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Together, we explore questions like:
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Where are learners working harder than they need to?
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Where might they be missing the “why”?
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Where could a few smart design moves create the biggest lift?
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Clients come away with clear priorities — what to keep, what to simplify, and how to increase impact without necessarily adding more.
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Learning Audit:
The 9 Dimensions at a Glance
1. Content Relevance
Is the material accurate, current, and (when possible) evergreen?
4. Designed to Last
Does the experience use the science of attention, generation, emotion, and spacing so that learning sticks? (Grounded in AGES model - Neuroleadership Institute)
7. Measurement & Improvement
Are we collecting the right feedback to evolve the experience over time?
2. Objectives & Outcomes
Do objectives map clearly to the content and activities? Are we aligned on why each element is included?
5. Whole Experience Design
Does the learner journey feel cohesive from the moment they first hear about the course until long after it wraps, and not just a string of sessions?
8. Operational Readiness
Are facilitators supported with clear guides, templates, and processes that make delivery smooth?
3. Cognitive Load & Flow
Is the design brain-friendly and easy to follow, or overwhelming?
(Grounded in FACT model- Neuroleadership Institute)
6. Accessibility & Inclusivity
Can everyone fully participate and see themselves reflected in the learning space?
9. Sustainability & Scalability
Can the program evolve without heavy rework or reliance on one person?
Frequently Asked Questions:
How do I know if a learning audit is for me?
This is a good fit if you already have a course, program, workshop or webinar with strong content - and you sense it could be clearer, lighter to run, or more impactful. Many clients come in feeling proud of what they’ve built, but unsure whether it’s fully doing what they want it to do for learners or for themselves.
What kinds of courses or programs do you audit?
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I work with instructors, facilitators and course creators who are committed to delivering learning experiences that create insight, growth, and a sense of connection — learning that supports real behavior change, not just content delivery.
This includes live, instructor-led programs, hybrid experiences (live sessions supported by asynchronous or virtual modules), and fully digital or self-paced courses. This audit is especially useful for programs that are already in motion and ready for refinement, iteration, or beta testing, rather than from-scratch builds.
Many of my clients work in leadership and team development, or specialize in areas like change, organizational effectiveness, or process improvement - though the framework is applicable well beyond those contexts.
What materials will you look at as part of the audit?
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My audit typically includes a review of your core program materials. This might include agendas, slide decks, handouts, course modules, and any supporting resources learners engage with. For live or hybrid programs, this may also include facilitator guides or scripts (polished or scrappy), a one-pager with approximate timing of content delivery, recordings, and any other delivery assets that inform the learner experience.
The audit also includes a short intake questionnaire about your program and your behind-the-scenes processes, along with a 30-minute kick-off conversation to ensure I have the context I need.
What will I walk away with?
You’ll receive a concise Learning Audit Report that names what is working well, what to simplify, and where a few high-leverage design moves can meaningfully increase impact. This report is shared in advance so you have time to review and reflect.
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In a 30-minute debrief conversation, I’ll walk you through key observations, highlight quick wins, and offer recommendations to help you prioritize what matters most right now.
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Many clients describe a sense of relief - less second-guessing and more clarity about how to move forward.
How is this different from a typical course review?
Most reviews focus on content alone. My approach looks at the content, the learner experience, and the facilitator experience — including sustainability, delivery ease, and long-term repeatability.
What happens after the audit?
Some clients implement the recommendations on their own. Others choose to continue working together in a thought-partner or design-support role. There’s no obligation either way. We’ll decide what makes sense together.
What if I’m just starting to create a course or workshop and only have an idea so far. Can I work with you then?
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Yes. If you’re early in the design process and want to pressure-test an idea or set a strong foundation as you build, a strategic design engagement can be a great fit. We’d start by exploring what you’re envisioning and decide together what kind of support would be most useful right now.
