De Baak · Leadership Development Since 1947

Executive Course Development
Process

A structured end-to-end process for designing, launching, and continuously improving executive learning programmes — adapted from our product development methodology.

1.0 Research & Learning Design 2.0 Positioning & Portfolio 3.0 Cohort & Delivery 4.0 Participant Support & Impact
Task types: M Manual D Decision A Automated R Review Click any phase or sub-process to expand
1.0
Research &
Learning Design
2.0
Positioning &
Portfolio Mgmt
3.0
Cohort &
Delivery Mgmt
4.0
Participant Support
& Impact
PHASE 1.0 Research & Learning Design ← Onderzoek en ontwikkeling ▾
1.1 Learning Needs Analysis ▾
← Product Research & Validation
  • 1
    Define learning strategy & generate OKRs
    GSheets / ClickUp
    M
  • 2
    Identify possible learning formats (in-person, online, hybrid, masterclass)
    M
  • 3
    Conduct stakeholder & learner interviews (new / current / alumni)
    GMeets / Teams
    M
  • 4
    Feasibility analysis — venue, faculty, production, software costs
    Google Drive / ClickUp
    M
    • ✓ Go — proceed to prototype / pilot design
    ✗ No-Go — idea does not proceed
  • 5
    Conduct risk assessment & market gap analysis
    Desk research / Helium tools
    R
  • 6
    Select format for detailed financial modelling
    D
  • 7
    Perform financial analysis — break-even, ROI, pricing
    M
  • 8
    Get quick quotes from potential faculty & external experts
    M
  • 9
    Update course details in Programme Tracker
    ClickUp / GSheets
    M
  • 10
    Update learning plan for the next planning period
    ClickUp / GSheets
    A
1.2 Faculty & Expert Sourcing ▾
← Product Sourcing
  • 1
    Prepare faculty briefing & profile request
    Google Docs / Gmail
    M
  • 2
    Source established faculty, coaches & thought leaders
    LinkedIn / Faculty network
    M
  • 3
    Update tracker with potential faculty & tag Programme Director
    Gmail / ClickUp
    M
  • 4
    Request demo sessions or guest lectures
    M
  • 5
    Identify need for customisation or co-creation
    D
  • 6
    Select faculty based on proposals & fit
    R
  • 7
    Prepare initial faculty contract based on financial model
    Gmail / GSheets / ClickUp
    M
  • 8
    Run pilot session — check quality & fit with audience
    R
  • 9
    Sign faculty agreement & onboard to programme
    M
1.3 Course Design & Development ▾
← Product Development
  • 1
    Conceptualise learning objectives, outcomes & competency framework
    ClickUp / GSheets
    M
  • 2
    Prepare programme design options & curriculum drafts
    ClickUp / Various design tools
    M
  • 3
    Finalise curriculum, session flow & learning activities
    ClickUp / GSheets
    M
  • 4
    Review & finalise learning activities with co-design team
    R
  • 5
    Apply feedback on course design from Learning Director
    M
1.4 Programme Materials & Branding ▾
← Product Packaging
  • 1
    Develop participant workbooks, case studies & pre-reads
    Google Docs / Canva / InDesign
    M
  • 2
    Create branded slide decks & digital learning assets
    PowerPoint / Rise / Articulate
    M
  • 3
    Produce programme welcome video & media content
    Video production / Teams
    M
  • 4
    Review all materials against De Baak brand standards
    R
1.5 Course Sign-off & Handover ▾
← Training Sign-off / Product Sign-off
  • 1
    Compile final course folder with all assets
    GSheets / ClickUp
    M
  • 2
    Finalise the 'Course Overview' document
    M
  • 3
    Conduct course handover meeting with delivery team
    GMeets / GSheets / ClickUp
    M
  • 4
    Set up course in LMS / platform for programme launch
    LMS / ClickUp
    A
PHASE 2.0 Positioning & Portfolio Management ← Brand and Product Management ▾
2.1 Course Catalogue & LMS Setup ▾
← Product Listing Preparation
  • 1
    Analyse brand assets & request content copy
    LMS / Teams
    M
  • 2
    Review tone of voice for executive audience
    R
  • 3
    Review brand assets for LMS / website storefront
    R
  • 4
    Submit catalogue page content for review
    Teams / LMS
    M
  • 5
    Review brand assets & tone of voice alignment
    LMS
    R
  • 6
    Coordinate needed changes with designer / copywriter & resubmit
    LMS / Team 2.0
    M
  • 7
    Monitor publication status & course activation
    A
2.2 Enrolment & Marketing Strategy ▾
← Product Marketing Strategies
  • 1
    Identify & set launch strategies, enrolment KPI targets
    Various tools
    M
  • 2
    Review audience & keyword research; submit to Marketing Manager
    GSheets / ClickUp
    M
  • 3
    Review audience targeting list for use in campaigns
    Team 2.0 Files
    R
  • 4
    Set up paid (LinkedIn / Google Ads) campaigns with agency
    Meeting / Agency
    M
  • 5
    Set up or revise organic / content marketing campaigns
    M
  • 6
    Review campaign set-up before go-live
    R
  • 7
    Launch campaigns & monitor enrolment performance
    A
2.3 Campaign Monitoring ▾
← Marketing Strategies Monitoring
  • 1
    Monitor & analyse launch / campaign performance
    Dynamics / Analytics
    A
  • 2
    Report findings during weekly team meeting
    Team 2.0
    M
  • 3
    Review findings & define actions needed
    R
  • 4
    Apply adjustments to campaigns as necessary
    M
2.4 Programme Performance ▾
← Product Performance
  • 1
    Review performance metrics (NPS, fill rate, revenue)
    R
  • 2
    Monitor newly launched programmes monthly
    Dynamics (automated)
    A
  • 3
    Monitor matured / existing programmes on rolling basis
    A
  • 4
    Report flagged items at Monthly Performance Meeting
    M
  • 5
    Plan action & strategy for findings
    Team 2.0 / Backlog
    M
  • 6
    Apply adjustments & optimisations to programme
    M
2.6 Alumni & Ambassador Activation ▾
← Influencer Marketing
  • 1
    Identify potential alumni ambassadors & thought leaders
    M
  • 2
    Gather ambassador info & initiate contact
    LinkedIn / Email / ClickUp
    M
  • 3
    Consolidate ambassador proposals & submit for review
    M
  • 4
    Review ambassador offer & alignment
    ClickUp
    R
  • 5
    Confirm ambassador deal & arrange co-branded content
    Gmail / Teams
    M
  • 6
    Monitor ambassador channel & programme performance
    Social Media / ClickUp
    A
PHASE 3.0 Cohort & Delivery Management ← Supply Chain Management ▾
3.1 Enrolment Forecasting ▾
← Forecasting & Inventory
  • 1
    Check enrolment, revenue & capacity forecast for the quarter
    Teams / GSheets
    M
  • 2
    Present, discuss & finalise forecast with CEO & Operations Manager
    Teams 3.0
    M
  • 3
    Review & approve forecast
    D
  • 4
    Adjust forecast based on discussion & comments
    Teams
    M
3.2 Cohort Activation & Registration ▾
← Order Placement & Stock Transfer
  • 1
    Determine minimum / maximum cohort numbers & waitlist triggers
    M
  • 2
    Prepare & arrange participant registration & onboarding flow
    LMS / ShipmentMakerPro equivalent
    M
  • 3
    Monitor enrolment numbers in real time
    ClickUp / LMS
    A
  • 4
    Prepare cohort activation communications
    M
  • 5
    Receive confirmation from facilitators, coaches & moderators
    M
  • 6
    Send cohort dossier to L&D programme oversight
    Gmail / Paypal / internal
    M
  • 7
    Send activation to project management; update tracker & monitor
    A
3.3 Venue & Event Logistics ▾
← Shipping & Logistics
  • 1
    Monitor progress of programme logistics execution
    Teams
    A
  • 2
    Run quality check on logistics readiness
    R
  • 3
    Receive logistics quality report & post for review
    M
  • 4
    Review logistics report & approve programme kick-off
    R
  • 5
    Coordinate with venue / catering / AV & arrange access
    M
  • 6
    Monitor programme delivery on the day
    M
3.4 Capacity & Fill Rate Management ▾
← FBA / Inventory Maintenance
  • 1
    Monitor occupancy & fill rate per programme cohort
    LMS / Seller Central equivalent
    A
  • 2
    Strategise on improving fill rate — promotions, partnerships, timing
    M
PHASE 4.0 Participant Support & Impact ← Product and Customer Support ▾
4.1 Participant Service ▾
← Customer Service (daily task)
  • 1
    Check messages & emails from participants
    M
  • 2
    Assess participant communication — is it a concern, question, or positive?
    D
  • 3
    Check enrolment & participation status in LMS
    M
  • 4
    Respond using FAQ template for the specific programme
    M
Target: respond to participants within 24 hours
4.2 Transfers & Cancellations ▾
← Refunds & Replacements
  • 1
    Respond to participant with resolution options
    M
  • 2
    Process transfer to another cohort, cancellation, or refund
    M
  • 3
    Inform participant that action has been processed & confirmed
    M
4.4 Feedback, NPS & Continuous Improvement ▾
← Product Review / Trainer Feedback
  • 1
    Check & review participant feedback forms & NPS scores
    M
  • 2
    Flag & request removal of inappropriate or incorrect reviews
    M
  • 3
    Monitor status & update Feedback Monitoring tracker
    A
  • 4
    Assess & summarise participant feedback per programme
    R
  • 5
    Discuss issues encountered & improvement actions in weekly review
    M