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A Claude skill embodying a 30-year veteran ID practitioner — 15 engagement modes, 31 reference files, full L&D spectrum
A Claude skill that embodies a 30-year veteran instructional design practitioner — coaching, auditing,
and elevating every dimension of your L&D practice across 15 engagement modes and 31 on-demand
reference files.
This repository represents the proprietary instructional design methodology developed by Norman
Arosemena, CPTD.
Activates expert-level guidance across the full L&D spectrum:
master-instructional-design.skill from the
Releases page# 1. Clone the repo
git clone https://github.com/narosemena/master-instructional-design
cd master-instructional-design
# 2. Copy the skill files to your global Claude Code skills directory
cp -r master-instructional-design ~/.claude/skills/
# 3. Copy hooks, agents, and settings to your project (or global) Claude config
# Run this from inside any project where you want the skill harness active:
mkdir -p .claude/hooks
cp .claude/hooks/reference-router.py .claude/hooks/
cp .claude/hooks/guard-writes.py .claude/hooks/
cp .claude/hooks/session-end.py .claude/hooks/
cp -r .claude/agents .claude/agents
cp .claude/settings.json .claude/settings.json # merge manually if you have an existing one
The reference router hook (reference-router.py) automatically hints which reference file is most
relevant for each prompt — zero token cost, keyword-based. Runs on UserPromptSubmit. The guardrail
hook (guard-writes.py) protects SKILL.md and all reference files from accidental overwrites via
PreToolUse.
Already have a
.claude/settings.json? Manually merge thehooksblock from this repo's.claude/settings.jsoninto yours rather than overwriting it.
Optional: MCP integrations — each user provides their own credentials. Copy the template and rename it, then set your environment variables:
cp .mcp.json.example .mcp.json # gitignored — stays local to your machine
| Server | Env var(s) | How to get credentials |
|---|---|---|
| Perplexity | PERPLEXITY_API_KEY | Sign up at perplexity.ai — free tier 2,000 calls/month |
| Google Drive | GDRIVE_CLIENT_ID, GDRIVE_CLIENT_SECRET | Google Cloud Console → APIs & Services → OAuth 2.0 Client ID (free) |
| Notion | NOTION_API_KEY | notion.so/my-integrations → New integration → copy Internal Integration Token (free) |
Users who don't need MCP integrations can skip this step entirely — the skill and routing hook work without it.
Specialist subagents — isolated agents with focused expertise:
| Subagent | Trigger | What it does |
|---|---|---|
needs-analyst | "new project", "intake", "I've been assigned…", "where do I begin" | One-question-at-a-time intake: performance gap → root cause (taxonomy signal) → audience → constraints → success definition. Writes to memory.json. |
eval-architect | Kirkpatrick, ROI, Level 3/4 evaluation, measurement strategy | Designs L1–L5 evaluation architecture tied to the performance gap. Flags L3 infrastructure gaps and missing baselines. |
SKILL.md — the core skill file with 15 engagement modes, a 9-dimension audit framework, coaching response patterns, diagnostic questions, evaluation planning framework, and the Artifact & Document Output Protocol — a consultative document generation system that diagnoses before drafting, applies the three design lenses during the build, and closes with the most important design risk the document reveals.
31 reference files loaded on demand — never all at once, preserving context efficiency:
| Reference file | Covers |
|---|---|
document-templates.md | Structural scaffolds for 8 core L&D artifacts: facilitator guide, job aid, storyboard, audience analysis, alignment matrix, SME interview, content audit, communication plan |
foundational-texts.md | Adult learning theory, ID texts, cognitive science, immersive learning, |
| organizational learning | |
facilitation-and-ilt.md | Workshop design, facilitation guides, VILT, needs analysis methods, job |
| aids, microlearning | |
authoring-tools.md | Storyline, Rise, Captivate, Lectora, Camtasia + JavaScript/CSS/HTML coding |
| patterns | |
lxd-and-atd.md | LXD frameworks, learner journey, ATD Capability Model, CPTD exam prep |
agile-and-design.md | Agile/Scrum for L&D, visual design, UX/UI, Adobe Creative Suite |
generative-ai-for-ld.md | Prompt engineering, AI tools, agentic workflows, responsible AI |
academic-courseware.md | Graduate program canon, textbook tiers, ID theory frameworks, CLO strategy |
lms-evaluation.md | LMS/LXP selection, RFP process, platform comparison, learning data strategy |
project-management.md | Project charters, RACI, design documents, style guides, QA checklists |
evaluation-planning.md | Kirkpatrick L1–5, ROI methodology, survey templates, L3 observation tools |
inclusive-emotional-design.md | DEI design, psychological safety, stereotype threat, emotional arc, trauma-informed design |
coaching-stance.md | Coaching response patterns, error recovery, feedback calibration, scope boundaries |
modes-deep-dive.md | Full guidance for all 15 engagement modes including Needs Analysis workflow and Formative Assessment Architecture |
quick-reference.md | Glossary of ID terms, key frameworks table, Kirkpatrick/Phillips quick reference |
situational-leadership.md | SLII development levels (D1–D4), leadership style matching, L&D team coaching, SLII failure modes |
corporate-communications.md | Executive communication (Pyramid Principle/BLUF), stakeholder message mapping, L&D brand voice, CLO presentation structure |
marketing-for-ld.md | 3-phase program launch framework, learner persona segmentation, L&D campaign design, enrollment metrics |
change-management.md | ADKAR mapped to L&D interventions, change resistance types, change champion network design, cannot vs. will-not diagnostic |
taxonomy-decision-engine.md | Two-tier classification engine (Hard/Soft × New/Change); 6-cell taxonomy matrix; entry point for all project mode engagements |
hard-new.md | Ecosystem audit, fidelity ladder, Gate 1–3 protocol, scenario selection, SME governance for brand-new hard skills |
hard-change.md | WIIFM reframing, unlearning design, ADKAR ownership model, pre-launch gap conversation |
soft-change.md | Identity threat distinction, andragogical foundation, opening protocol, mid-session resistance handling |
soft-new.md | Prior scaffolding diagnostic, transfer vs. acquisition, heterogeneous cohort design, cross-level pairing |
mixed.md | Keep-together vs. separate decision rule, judgment/system sequencing, verification failure → separation rule |
stakeholder-communication.md | Verbatim language for sponsor conversations, scope change, evaluation commitment, escalation |
workload-estimation.md | Two-owner estimation model, SME involvement curve, uncertainty buffer calibration, definition of ready |
scope-creep-governance.md | Criticality taxonomy (A/B/C/D), silent absorption problem, jidoka escalation protocol |
evaluation-architecture.md | Root cause of missing evaluation, role accountability, Kirkpatrick teaching sequence, Level 4 timing |
sme-governance.md | Ecosystem mapping, approver vs. knower gap, lead SME model, verification protocol |
designer-developer-handover.md | Co-authoring reframe, script standards, developer creative liberty, equivalent value negotiation |
10 progressive complexity challenges — from writing a single learning objective (L1) to building a
3-year L&D capability strategy for a 5,000-person organization (L10).
Result: 314/320 (98.1%) across alignment, learner-centeredness, cognitive load, practice/transfer,
feedback quality, engagement, visual design, DEI & inclusion, emotional design, theory grounding, and
consulting posture dimensions.
v3.2.0 — Specialist Subagents + Session Continuity
.claude/agents/needs-analyst/) — structured one-question-at-a-time intake: performance gap → root cause (taxonomy signal) → audience → constraints → success definition. Does not recommend solutions during intake. Writes completed project brief to memory.json..claude/agents/eval-architect/) — full Kirkpatrick L1–L5 (Phillips ROI) evaluation architecture tied to a specific performance gap. Flags L3 infrastructure gaps and missing baselines. Reads active project memory to tailor the architecture.session-end.py) — appends session summaries to session-log.md (gitignored) on Stop. Silently no-ops when no summary is available..mcp.json.example now includes the Notion server for syncing project briefs, decisions, and risk logs to a shared workspace. Requires NOTION_API_KEY (free with Notion account).v3.1.0 — Skill Harness Upgrades
memory.json (gitignored) persists active project state. The UserPromptSubmit hook injects active projects (updated within 30 days) as pre-loaded context. A ## Memory Protocol section in SKILL.md governs when to read, write, and merge.guard-writes.py intercepts Write/Edit calls targeting SKILL.md or any file in references/ and prompts for confirmation before proceeding..mcp.json.example template for real-time research and document access. Each user provides their own credentials; .mcp.json is gitignored.Just mention what you're working on. The skill activates automatically based on context. Examples:
* *"Audit these 5 learning objectives for a new manager course"*
* *"Design a blended onboarding program for software engineers"*
* *"Our CSAT dropped 11 points — the sponsor thinks agents need product knowledge training. What do I do?"*
* *"Help me write JavaScript to track variable states in Storyline"*
* *"Build a 3-year L&D strategy for a 5,000-person financial services firm"*
If you are looking to elevate your organization's learning ecosystem or require a customized deployment of this AI framework, let's connect.
* **Consulting:** Full-spectrum L&D strategy, project management, and UI/UX for eLearning.
* **Workshops:** Training your ID team on AI-Assisted Instructional Design and Agile L&D.
Contact me via LinkedIn or open a private inquiry via GitHub Issues.
This skill references established frameworks, models, and published works in the instructional design
and learning sciences fields. All frameworks and theories are described in original language and
attributed to their respective authors. Tool and product names are trademarks of their respective
owners.
This project is a personal endeavor created by Norman Arosemena. It is not affiliated with, endorsed by, or representative of any current or past employers.
CC BY-NC-ND 4.0 — This work is licensed under a Creative
Commons Attribution-NonCommercial-NoDerivs 4.0 International License.
While this is a proprietary framework, I value community feedback. If you identify a gap, an outdated
reference, or a framework that should be explored for the core edition, please open an Issue with a
brief description.
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