Insights

Step-by-Step
Practical Guides

Structured, actionable how-to guides for practitioners — covering eLearning development, WCAG compliance, LMS selection, content digitization, and B2B digital marketing.

Practitioner Guides

Structured How-To Guides

Written by AFI's practice leads — no filler, no padding. Each guide gives you a repeatable process you can apply immediately.

Digital Learning
How to Scope an eLearning Project: A Step-by-Step Brief Template

Everything an instructional designer or L&D manager needs to write a project brief that prevents scope creep, misalignment, and budget surprises.

1
Define your learning objective — the single, measurable behaviour change
2
Profile your audience: role, prior knowledge, device, connectivity
3
Map the content inventory and identify gaps
4
Choose your interactivity level (presentation → branching → simulation)
5
Specify LMS requirements: SCORM version, xAPI, completion triggers
Content Digitization
How to Run a Document Accessibility Audit: The 6-Step WCAG Checklist

A practical, step-by-step process for auditing an existing document library for WCAG 2.1 AA compliance — including the tools, the order of operations, and how to prioritize remediation at scale.

1
Inventory your document estate by format and publication date
2
Run automated checks using Axe, WAVE, or PAC3
3
Manual review: heading structure, reading order, alt text
4
Screen reader test with NVDA or JAWS
5
Prioritize by audience impact and regulatory deadline
Platform Development
How to Write an LMS RFP That Gets Useful Responses

A step-by-step guide to writing an LMS Request for Proposal that separates vendors who can genuinely deliver from those who can only present. Includes the 14 questions every RFP should contain.

1
Define your must-have vs nice-to-have requirements before writing
2
Specify your user volume, roles, and access control needs
3
List all required integrations: HRIS, SSO, CRM, reporting tools
4
Ask for SCORM/xAPI compliance evidence, not assertions
5
Require a live sandbox demo on your actual content
Digital Marketing
How to Build a B2B SEO Strategy That Generates Pipeline in 90 Days

A structured 90-day B2B SEO roadmap — from keyword research and content architecture to on-page optimization and authority building — with specific tactics for professional services and digital learning organizations.

1
Map your buyer journey stages to content intent categories
2
Identify the 20 keywords your ideal buyers are actually using
3
Audit existing content for cannibalization and thin pages
4
Build topic clusters around your core service keywords
5
Set up conversion tracking before publishing any new content
Content Digitization
How to Plan a Large-Scale Document Digitization Project

A practical project planning guide for organizations digitizing large content archives — covering scoping, vendor briefing, pilot batch design, quality gates, and delivery management at volume.

1
Complete a content inventory: volume, formats, age, condition
2
Define output formats and acceptance criteria before procurement
3
Run a 20-item pilot batch before committing full scope
4
Structure delivery in batches with QA gates between each
5
Plan repository ingestion and CMS upload before first delivery
Digital Learning
The xAPI Implementation Guide: Moving Beyond SCORM for Enterprise Learning

A technical and strategic guide for L&D and technology teams evaluating xAPI adoption — covering the differences from SCORM, LRS selection, statement design, and analytics use cases that justify the migration investment.

1
Understand what xAPI can track that SCORM cannot
2
Select and configure your Learning Record Store (LRS)
3
Design your statement vocabulary and taxonomy
4
Run a pilot with one course before full migration
5
Build dashboards before launch — not after