1. Audience and outcome planning
Before any writing starts, define who the course or e-book is for and what they should walk away knowing or able to do. This frame keeps every later decision — what to include, what to cut, how to sequence it — grounded in a real outcome rather than guesswork.
- Confirm the intended reader or learner and their starting knowledge
- Write a one-sentence outcome statement for the finished product
- Note any constraints: length, format, deadline, or required topics
2. Outline and source management
Gather the expert’s approved notes, transcripts, or reference material and organize it into a logical sequence of chapters or lessons. This is where a messy pile of source material becomes a structure someone else can follow.
- Sort source material by topic and identify gaps or overlaps
- Draft a chapter or module outline with a clear progression
- Flag any sections that need the expert to supply more detail
3. Drafting and instructional structure
Write the actual lessons or chapters from the outline, using a consistent structure — introduction, core content, examples, and a recap or action step — so the material reads clearly from start to finish.
- Draft each section following the agreed outline
- Keep a consistent voice and structure across chapters
- Add clear transitions between sections
4. Editing, worksheets, and formatting
Revise the draft for clarity and consistency, then build any supporting worksheets, references, or summaries. Formatting is applied at this stage so the finished piece is easy to read and accessible.
- Edit for clarity, consistency, and readability
- Prepare worksheets, checklists, or reference material
- Apply consistent formatting, headings, and accessible structure
5. Rights, expert sign-off, and production handoff
Route the finished material back to the expert for a factual accuracy review, confirm any rights or licensing questions on source material, and package the final files for delivery or publication.
- Send the completed draft to the expert for factual sign-off
- Confirm rights and permissions on any third-party material used
- Package and deliver the final files in the agreed format