QLS cheat sheet
QLS ยท Keep the key ideas within reach.
Learning Theory and Instructional Design
Behaviorism: learning = observable behavior change produced by stimulus-response-reinforcement contingencies; measurable outcomes drive design.
Cognitivism: learning = organized mental schemas; instruction should manage cognitive load and support encoding, storage, and retrieval.
Constructivism: learners build knowledge from prior experience; design favors authentic tasks, scaffolding, and social negotiation over transmission.
Gagne's nine events: gain attention, state objectives, recall prior knowledge, present content, guide learning, elicit performance, give feedback, assess, enhance retention/transfer.
Bloom's revised taxonomy (ascending): remember, understand, apply, analyze, evaluate, create; verbs map to assessable cognitive demand.
Merrill's First Principles: activation, demonstration, application, integration - and task-centered sequencing of instruction.
Cognitive Load Theory: working memory is limited; split-attention and redundancy effects raise extraneous load and depress learning.
ADDIE phases run analysis, design, development, implementation, evaluation; evaluation feeds back into analysis in iterative cycles.
Curriculum Development and Content Authoring
Backward design order: identify desired results, determine acceptable evidence, then plan learning experiences and instruction.
Constructive alignment: learning outcomes, teaching/learning activities, and assessment tasks must target the same verbs and content.
Learning objective formula: performance (observable verb) + condition (given what) + criterion (standard of acceptable performance).
Task analysis decomposes a terminal objective into prerequisite sub-skills; prerequisites are sequenced before dependent skills.
Scope = breadth and depth of content; sequence = order of delivery; both derive from learner entry level and task dependencies.
Chunking rule: segment content into modules sized to working-memory limits, with practice between chunks rather than massed at the end.
Content authoring standards: single-source reusable objects tagged with metadata support reuse across courses and platforms.
Facilitation and Learner Engagement
Questioning wait time: 3-5 seconds after a prompt increases response length and participation breadth versus calling immediately.
Think-pair-share sequence: individual reflection, paired discussion, whole-group synthesis - raises participation over cold calling.
Feedback timing: immediate feedback aids skill acquisition; delayed feedback can aid retention and transfer for complex tasks.
Group size trade-off: smaller groups raise individual airtime; larger groups raise idea diversity but reduce per-learner speaking time.
Psychological safety (Edmondson): learners speak up when interpersonal risk is low; leader inclusiveness and framing of errors as data raise it.
Facilitator role shifts along a continuum from direct instruction to coaching to observation as learner expertise increases.
Nominal group technique: silent idea generation, round-robin recording, clarification, then ranked voting to reduce dominance effects.
Assessment, Evaluation, and Learning Measurement
Validity = evidence that scores support the intended interpretation; reliability = consistency of scores; reliability is necessary but not sufficient for validity.
Criterion-referenced assessment compares performance to a standard; norm-referenced compares learners to each other.
Formative assessment informs learning during instruction; summative assessment certifies achievement after instruction.
Kirkpatrick levels: reaction, learning, behavior, results - each level measures a different outcome and does not guarantee the next.
Item difficulty index p = proportion answering correctly; values near 0 or 1 provide little discrimination.
Item discrimination index D = p(upper group) โ p(lower group); values below ~0.20 flag weak items for review.
Criterion-referenced cut score should be set by a documented method (e.g., modified Angoff) with subject-matter expert judgment.
Inter-rater reliability is estimated by percent agreement or a kappa/ICC statistic; low agreement undermines score validity.
Learning Technology and Digital Tools
SCORM packages communicate runtime data to an LMS; xAPI (Tin Can) records statements of actor-verb-object outside the LMS.
LTI standardizes tool launch and grade passback between an LMS and external tools without custom integrations.
WCAG conformance levels ascend A, AA, AAA; most procurement and legal baselines target AA.
Asynchronous tools decouple time and place; synchronous tools require co-presence but enable immediate feedback.
Blended learning combines face-to-face and online delivery; the rotation model cycles learners through stations including online learning.
Learning analytics uses logged interaction data to predict and intervene; privacy and consent govern what may be collected.
Data interoperability: CSV imports, APIs, and standards-based exports determine whether records survive a platform change.
Accessibility, Inclusion, and Learner Support
Perceivable, Operable, Understandable, Robust (POUR) are the four WCAG principles; each success criterion maps to one.
Alternatives rule: non-text content needs text alternatives; prerecorded video needs captions; audio needs transcripts.
Contrast minimum: normal text requires 4.5:1 against background; large text (18pt or 14pt bold) requires 3:1.
Never convey meaning by color alone; pair color with text, pattern, or icon to satisfy use-of-color criteria.
Universal Design for Learning: multiple means of engagement, representation, and action/expression.
Accommodations change how a learner demonstrates knowledge (e.g., extended time) without altering the construct being measured.
Assistive technology stack: screen readers rely on semantic structure and headings; keyboard-only access requires visible focus and logical tab order.
Professional Practice, Ethics, and Compliance
Informed consent requires disclosure of purpose, risks, benefits, voluntariness, and the right to withdraw without penalty.
Confidentiality rule: collect the minimum learner data needed; share only with those who have a legitimate need to know.
Copyright: fair-use analysis weighs purpose, nature, amount, and market effect; open licenses (e.g., CC BY) pre-authorize reuse under stated terms.
Attribution: CC BY requires credit, license link, and indication of changes; CC BY-SA adds share-alike obligations.
Assessment security: item exposure, answer sharing, and proctoring practices must be disclosed to learners in advance.
Conflict of interest: disclose any financial or personal interest that could bias design, delivery, or evaluation decisions.
Records retention and privacy obligations follow applicable law and institutional policy; destroy data when the stated purpose ends.
Program Management and Stakeholder Communication
Triple constraint: scope, schedule, and cost are interdependent; a change to one requires renegotiating the others.
Critical path = longest dependent sequence of tasks; it sets the minimum project duration and has zero float.
RACI matrix assigns each deliverable a Responsible, Accountable, Consulted, and Informed party; exactly one Accountable per item.
Stakeholder power/interest grid: high power-high interest parties get manage closely; low power-low interest get monitor.
Status reporting rule: report against a baseline and state variance in scope, schedule, and budget with corrective actions.
Risk register fields: description, likelihood, impact, score, owner, response (avoid, mitigate, transfer, accept).
Change control: documented request, impact assessment, approval authority, then baseline update - undocumented changes erode control.
Learning Theory and Instructional Design
Behaviorism: learning = observable behavior change from stimulus-response-reinforcement contingencies; design around measurable outcomes.
Cognitivism: learning = organized mental schemas; instruction manages cognitive load and supports encoding, storage, retrieval.
Constructivism: learners build knowledge from prior experience; favor authentic tasks, scaffolding, and social negotiation.
Gagne's nine events: gain attention, state objectives, recall prior knowledge, present content, guide learning, elicit performance, give feedback, assess, enhance transfer.
Bloom's revised taxonomy ascending: remember, understand, apply, analyze, evaluate, create; verbs signal assessable cognitive demand.
Merrill's First Principles: activation, demonstration, application, integration, sequenced around a whole task.
Cognitive Load Theory: working memory is limited; split-attention and redundancy effects raise extraneous load and depress learning.
ADDIE runs analysis, design, development, implementation, evaluation; evaluation feeds back into analysis on each cycle.
Curriculum Development and Content Authoring
Backward design order: identify desired results, determine acceptable evidence, then plan learning experiences and instruction.
Constructive alignment: outcomes, activities, and assessments must target the same verbs and content.
Objective formula: performance (observable verb) + condition (given what) + criterion (standard of acceptable performance).
Task analysis decomposes a terminal objective into prerequisite sub-skills; prerequisites are sequenced before dependent skills.
Scope = breadth and depth of content; sequence = delivery order; both derive from entry level and task dependencies.
Chunking rule: segment content to working-memory limits and place practice between chunks rather than massed at the end.
Reusable learning objects carry metadata tags so content can be single-sourced and reused across courses and platforms.
Facilitation and Learner Engagement
Wait time of 3-5 seconds after a prompt increases response length and participation breadth versus calling immediately.
Think-pair-share: individual reflection, paired discussion, whole-group synthesis - raises participation over cold calling.
Immediate feedback aids skill acquisition; delayed feedback can aid retention and transfer on complex tasks.
Smaller groups raise individual airtime; larger groups raise idea diversity but cut per-learner speaking time.
Psychological safety (Edmondson): learners speak up when interpersonal risk is low; framing errors as data raises it.
Facilitator role shifts from direct instruction to coaching to observation as learner expertise increases.
Nominal group technique: silent idea generation, round-robin recording, clarification, then ranked voting to reduce dominance.
Assessment, Evaluation, and Learning Measurement
Validity = evidence scores support the intended interpretation; reliability = score consistency; reliability is necessary but not sufficient for validity.
Criterion-referenced assessment compares performance to a standard; norm-referenced compares learners to each other.
Formative assessment informs learning during instruction; summative assessment certifies achievement after instruction.
Kirkpatrick levels: reaction, learning, behavior, results - each measures a different outcome and does not guarantee the next.
Item difficulty p = proportion answering correctly; values near 0 or 1 discriminate poorly.
Item discrimination D = p(upper) โ p(lower); values below about 0.20 flag weak items for review.
Cut scores should be set by a documented method (e.g., modified Angoff) using subject-matter expert judgment.
Inter-rater reliability is estimated by percent agreement or kappa/ICC; low agreement undermines score validity.
Learning Technology and Digital Tools
SCORM packages exchange runtime data with an LMS; xAPI records actor-verb-object statements outside the LMS.
LTI standardizes tool launch and grade passback between an LMS and external tools without custom integrations.
WCAG conformance levels ascend A, AA, AAA; most procurement and legal baselines target AA.
Asynchronous tools decouple time and place; synchronous tools require co-presence but enable immediate feedback.
Blended learning combines face-to-face and online delivery; the rotation model cycles learners through stations including online learning.
Learning analytics uses logged interaction data to predict and intervene; privacy and consent govern what may be collected.
Data interoperability - CSV, APIs, standards-based exports - determines whether records survive a platform change.
Accessibility, Inclusion, and Learner Support
POUR - Perceivable, Operable, Understandable, Robust - are the four WCAG principles; each success criterion maps to one.
Alternatives rule: non-text content needs text alternatives; prerecorded video needs captions; audio needs transcripts.
Contrast minimum: normal text 4.5:1 against background; large text (18pt or 14pt bold) 3:1.
Never convey meaning by color alone; pair color with text, pattern, or icon to satisfy use-of-color criteria.
Universal Design for Learning: multiple means of engagement, representation, and action/expression.
Accommodations change how a learner demonstrates knowledge (e.g., extended time) without altering the construct measured.
Screen readers depend on semantic structure and headings; keyboard-only access requires visible focus and logical tab order.
Professional Practice, Ethics, and Compliance
Informed consent requires disclosure of purpose, risks, benefits, voluntariness, and the right to withdraw without penalty.
Confidentiality rule: collect the minimum learner data needed and share only with those having a legitimate need to know.
Fair-use analysis weighs purpose, nature, amount, and market effect; open licenses such as CC BY pre-authorize reuse on stated terms.
CC BY requires credit, license link, and indication of changes; CC BY-SA adds share-alike obligations.
Assessment security: item exposure, answer sharing, and proctoring practices must be disclosed to learners in advance.
Conflict of interest: disclose any financial or personal interest that could bias design, delivery, or evaluation decisions.
Records retention and privacy follow applicable law and institutional policy; destroy data when the stated purpose ends.
Program Management and Stakeholder Communication
Triple constraint: scope, schedule, and cost are interdependent; changing one requires renegotiating the others.
Critical path = longest dependent task sequence; it sets minimum project duration and has zero float.
RACI assigns each deliverable a Responsible, Accountable, Consulted, and Informed party; exactly one Accountable per item.
Power/interest grid: high power-high interest parties get manage closely; low power-low interest get monitor.
Status reporting rule: report against a baseline, state variance in scope, schedule, and budget, and name corrective actions.
Risk register fields: description, likelihood, impact, score, owner, response (avoid, mitigate, transfer, accept).
Change control: documented request, impact assessment, approval authority, then baseline update; undocumented changes erode control.