# Task-to-assessment brief

By Ashley Kays · Learning by Design · Updated October 30, 2026

Free editable design worksheet. No email required. This is not a validated test.
Guide: https://instructionaldesign.site/blog/turn-a-policy-document-into-practice

## 1. Decision and source
- Audience and work task:
- Observable action:
- Conditions and permitted references/tools:
- Approved source, version and owner:
- What would show that training is NOT the right solution?

## 2. Case contract
- Fictional or authorized de-identified situation:
- Information the learner receives:
- Information intentionally missing:
- Response required (action, source, uncertainty, message):
- Expected action and source-backed rationale:
- Other acceptable answers:
- Unsupported assumptions to avoid:

## 3. Rubric (write observable descriptors before scoring)
| Criterion | 2: evidence present | 1: partial evidence | 0: needs revision | Observation |
|---|---|---|---|---|
| Action | | | | |
| Reasoning | | | | |
| Uncertainty | | | | |
| Communication | | | | |

- Critical errors that require separate coaching:
- Why any timing limit is necessary:
- Accessible alternative response formats:
- Do not invent a pass threshold or use this sample for hiring/certification.

## 4. Feedback and new attempt
- Missed cue:
- Governing source/rule:
- Consequence under the approved rules:
- Hint (record assistance):
- Different case for the next attempt:

## 5. Reviewer calibration and pilot
- Expert reviewer / date:
- Second reviewer / date:
- Scoring differences and evidence:
- Representative learner observations (de-identified, with permission):
- Interface/access issue versus task misunderstanding:
- Revision and reason:
- What remains untested?

## 6. Release decision
- Hold / revise / ready for responsible-owner approval:
- Reason and unresolved questions:
- Source/version owner:
- Next review date or policy-change trigger:

No learner results, reliability, validity, workplace transfer or business impact
are established by completing this worksheet. Keep personal data out of public
case studies and only use approved tools and source material.