Define and Align
Decide with confidence. Plan with clarity. Avoid costly mistakes.
Training and learning projects can easily spiral — scope grows, unexpected voices jump in, technology gets in the way, and suddenly what started as a simple idea becomes expensive, complicated, and stressful.
Define & Align stops that from happening.
It’s a structured, expert-led session designed to help you understand what your project really needs, what’s realistic, and how to move forward with a clear, well-defined plan.
This is how you avoid rework, wasted spend and endless revisions — and instead focus on solutions that deliver real business impact.
“Define and Align is always included in my bespoke e-learning projects, as an essential foundation to a successful project. It can be an intensive experience, and whilst we’re all keen to get going, I can promise you that taking that ‘extra time’ upfront in preparation will pay dividends when it comes to achieving your ROI.”
Does any of this sound familiar?
A simple idea suddenly feels bigger and messier
Everyone has different opinions on what the training should be
Technical limitations appear halfway through
Deadlines slip because the scope keeps changing
You’re unsure whether the project should continue at all.
You’re worried about wasting time, money or reputation on the wrong solution.
If this feels familiar, you’re not alone and this session was built for you.
Define & Align gives you the clarity you need to make confident, informed decisions before committing to a full training build.
What Define and Align does
It helps you:
Pin down the real purpose of your project
Understand your learners, workflows and constraints
Identify assumptions that could become problems later
Prevent costly rework by getting the brief right the first time
Decide what’s in-scope, out-of-scope and worth reshaping
Build a clear path to a realistic, achievable outcome
This is a working session.
It’s challenging, insightful, honest and incredibly time-efficient.
Your two pathway options
Some SMEs want to work through the discovery tool themselves.
Others want the expert support straight away.
Choose the option that works for you.
Option 1: Do It Yourself + Expert Review (£295)
(DIY Structured Discovery Tool + 2-hour review session + report)
Step 1: Work through the Structured Discovery Tool
A guided set of prompts that helps you uncover essential information about your team, learners, goals, risks, barriers and success measures.
Step 2: A focused 2-hour working session
We review your insights, challenge assumptions, refine ideas and align the direction.
Step 3: A detailed project report
You’ll receive a clear summary that can be used as:
The basis of a Statement of Work (SoW)
A brief for Jessanol
A brief for another provider
Or a solid internal plan
This is perfect if you want to:
Reduce uncertainty: Identify gaps early and prevent avoidable surprises later.
Minimise waste: Invest only in what’s needed, when it’s needed.
Save time: Avoid endless rework by getting the brief right the first time.
Stay adaptable: Make decisions that stand up to business changes
Option 2: Work through it together (£395)
(2-hour working session + 1-hour follow-up review + report)
If you don’t have time to complete the discovery tool, or you simply prefer to talk it through, this option gives you a live, expert-led process from start to finish.
Step 1 — 2-hour working session
We co-explore the vision, needs, constraints, risks and opportunities using the discovery tool as a guide.
Step 2 — 1-hour review session
After time to reflect and gather any missing details, we regroup to refine decisions, resolve uncertainties and finalise direction.
Step 3 — A structured project report
You’ll receive a practical, actionable document ready to guide next steps and support stakeholder engagement.
Perfect if you want:
To skip the admin
Live expert support to challenge and shape decisions
A structured, facilitated process
A clear direction in less time
High confidence before committing budget or resources
Why this matters
Define & Align ensures you build the right thing, in the right way, for the right reasons.
It protects your time.
It protects your budget.
It protects your reputation.
And it gives you a plan you can actually trust.
Training projects fail not because of poor design — but because the wrong problem is being solved, or the right information wasn’t surfaced early enough.
How to Book
Choose the option that works best for your business:
💳 Pay by Card (Stripe) – Fastest option, immediate access.
📑 Prefer an Invoice? – Some companies need a purchase order and invoice process. No problem — we can handle that.
Once booked, you’ll receive a confirmation email with the option to share any background information ahead of the session.
(Not mandatory — but it helps us maximise the impact of your time.)
What People Are Saying
"She designed and delivered just what we needed. Great job. Looking forward to further work together."
— Ops Manager, Software House
"Jane has consistently gone above and beyond, providing clear guidance every step of the way. Her expertise has truly brought this project to life."
— Regional Co-ordinator, Trading Standards
"Huge thanks for your contributions. We were deeply impressed by your presentations and professional approach. Your contribution truly made a positive impact. Looking forward to future collaborations."
— CIPD, Coventry and Warwickshire
Not sure which option is right for you?
Let’s talk it through. No pressure, no commitment — just clarity.
Sometimes you just need to sense-check your thinking with someone who’s been there.
I’ll help you identify your next step, whether that’s Jessanol, in-house, or another provider.
Book a FREE, no obligation discovery chat with us, and let us help you determine your next steps.
Why Choose Jessanol?
Designed for Small and Medium Enterprises
Simple, practical and grounded in real business realities.
Focused on impact
We strip away noise and focus on what matters.
Fast and friction-free
A structured, guided process that saves time and reduces risk.
