Course Audit: Step 1 Course Orientation

Dr. Sarah J. Huibregtse

Founder @ Hubrex Designs & Café
Fractional Chief Learning Officer

B. Crafting Clear Getting Started Instructions


To evaluate and refine the ‘Getting Started’ instructions of your course, ensuring participants have a clear, straightforward guide to begin their journey effectively.

Note: You are now accessing the full “Course Audit: Step 1 Course Orientation” — a comprehensive resource for enhancing your online course. Enjoy your journey to excellence!

Refining the ‘Getting Started’ Journey

Crafting a Clear Pathway for Participant Engagement

The ‘Getting Started’ section, or module, is pivotal in setting the tone for your course. This first interaction is where participants form their initial impressions and decide how they feel about the journey ahead.

A well-audited ‘Getting Started’ guide is not just about clarity and ease; it’s about creating an inviting and intuitive pathway that motivates and orients participants right from the start. This audit aims to dissect and enhance every aspect of this crucial section.

Audit Action Items

  1. Comprehensiveness of Instructions

    • Audit Point: Review the step-by-step instructions provided for starting the course. Are they detailed, clear, and easy to follow? Do they cover all necessary aspects without overwhelming the participants?
    • Guidance: Ensure each step is necessary and clearly explained. Consider the perspective of someone completely new to the subject or online learning. Supplement with visuals or examples where possible.
  2. Clarity and Intuitiveness

    • Audit Point: Reflect on the intuitiveness of the instructions. Can a participant understand what to do without external help? Are there any points of potential confusion?
    • Guidance: Simplicity is key. Avoid jargon, and use clear, concise language. Test the instructions with a few individuals unfamiliar with the course and note where they encounter issues.
  3. Accessibility of Initial Content

    • Audit Point: Examine the accessibility of the direct link to initial content or activities. Is the link prominently placed, easy to find, and functioning correctly?
    • Guidance: Ensure that the link is not buried under text or in an obscure location. Consider the user journey from receiving the instructions to accessing the content.
  4. Orientation and Engagement

    • Audit Point: Assess how the ‘Getting Started’ section, or module, orients and engages the participant. Does it set clear expectations and build excitement for the course?
    • Guidance: Include elements that engage and reassure the participant, such as a brief overview of what they’ll learn in the first section and why it matters. Encourage interaction or reflection early to invest them in the growth and learning process.
  5. Feedback and Improvement

    • Audit Point: Consider the mechanism for participants to provide feedback on the ‘Getting Started’ instructions or module. Is there a way for them to report confusion or suggest improvements?
    • Guidance: Provide a simple method for feedback, such as a short form or direct contact method. Use this feedback to continually refine the instructions.

By meticulously auditing each element of the ‘Getting Started’ instructions or module, you’ll ensure that every participant begins the course feeling informed, confident, and excited. This initial experience is crucial in setting the stage for a successful and engaging learning journey.



Course experience design isn’t just about imparting knowledge;
it’s about crafting a journey that resonates, inspires, and sticks.

It’s about transforming every module, every interaction into an opportunity for growth and engagement. When you design with the learner in mind, you’re not just building a course; you’re creating an experience that leaves a lasting imprint, motivating and moving your participants towards not just completion, but mastery and fulfillment.

Using The Audit Checklist with the Downloadable Google File

The downloadable Google document is provided to keep a running record of your thoughts, notes, and feedback during the audit. It’s a dynamic space for capturing everything that comes to mind as you review each aspect of your course.

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Note on Scheduling Pre-Paid Strategy Calls

If you’ve purchased Strategy Calls along with the “Course Audit Step-by-Step Guide” course, please remember to use the pre-paid link provided in your confirmation email to schedule your calls. This ensures your session is recognized as part of your package.

Misplaced the email or need assistance? No worries! Just drop a message at, and I’ll help you get your calls scheduled promptly. Your journey towards an exceptional course is important, and I’m here to support every step of the way.

Elevate Your Course in Just 45-Minutes

  • Focused and Fast-Paced: In this 45-minute Insight Exchange Call, we’ll pinpoint specific areas of your course that need immediate attention and strategize quick wins to enhance your course’s effectiveness and participant engagement.
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Deep Dive with a 90-Min Strategy Call

  • Comprehensive Analysis: This 90-minute call is an intensive session designed to dissect your course structure, content, and delivery. Together, we’ll craft a detailed roadmap for transformation and long-term success.
  • Action-Oriented Planning: Walk away with a clear, actionable plan that aligns with your vision and objectives, ensuring you’re equipped to elevate your course and provide a standout learning experience.

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Your go-to Fractional CLO partner for dynamic direct-to-consumer (DTC) brands with a vision. I specialize in crafting elite online course experiences, ensuring every participant feels the red-carpet treatment and experiences unmatched quality in your courses and programs. Operating from the Greater Cleveland area in Ohio and reaching clients worldwide, I’m dedicated to elevating your courses, wherever you are.












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