The document that gets the programme approved

If you sell training, you know the document. It goes in front of the client before any build work starts. It sets out the need, the audience, the approach, what they'll get, when they'll get it, and how anyone will know whether it worked.

It takes hours to write, and most of those hours go on structure rather than thinking.

Pick your approach, write your brief

Choose how the training will be delivered — self-paced eLearning, instructor-led, reference materials learners keep, formal assessment — and add a brief: who the client is, who's being trained, what's driving the need, what the constraints are.

CourseConverter reads your course and writes the strategy: executive summary, context, audience, learning objectives, a deliverables table, a delivery plan with day estimates, and measurement against the four Kirkpatrick levels.

The part you should read first

Every strategy includes a recommendation — AI's own view on whether the approach you chose actually suits the content in your course.

Here's what that looked like on a real course, where the consultant had ticked instructor-led delivery and formal assessment:

Thin content for ILT: the eight modules average roughly 8–12 content blocks each. That is appropriate for self-paced eLearning but thin for a half-day classroom session.

Formal assessment is not warranted by the content: the knowledge checks are module-level recall questions, not a reliable basis for a formal competency assessment.

That is what you want a strategy to do. A consultant who tells the client what they want to hear is worth nothing, and neither is a document that does the same.

No brief? It'll tell you what it needs

Leave the brief blank and the strategy won't invent a business case. It will name the gaps — who is commissioning this, what the business outcome is, what platform learners are on — and say plainly that these must be filled before the plan can be finalised and costed.

And a deck for the classroom

Alongside it: PowerPoint export. Slides grouped by heading, images embedded, knowledge checks as a question slide followed by a reveal — and speaker notes carrying the timings, key points, and discussion prompts, so it's a deck you can actually stand up and present from.

Use your course theme, or export a deliberately plain deck that drops cleanly into your client's own template.

The training strategy runs on your own AI provider key with Pro. PowerPoint export is available on Solo and Pro; the AI speaker notes need Pro.