DSAT · Training and guidance

The Defence Systems Approach to Training

DSAT is the structured, logical and continuous process that connects operational need to training and education for Defence. Policy sits in JSP 822; the working detail sits in the DTSMs. This page introduces the four cycle elements and the Governance, Management and Assurance that support the whole system.

The four cycle elements

The cycle is continuous; assurance supports every element.

Phase 01

Analysis

Establish the training requirement from the operational need — role analysis, task and knowledge analysis, and the performance standards that follow from them.

Typical outputs

Operational Performance Statement (formerly Role PS)

Task and Knowledge Analysis

Formal Training Statement

Training Objectives and Enabling Objectives

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Supported in

Shadow

Phase 02

Design

Convert the agreed requirement into a training solution — objectives, conditions and standards, sequencing, and the assessment strategy that proves them.

Typical outputs

Lesson Specifications

Assessment Specifications

Curriculum blueprint

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Supported in

Schema

Phase 03

Delivery

Produce and run the training — learning content, resources and materials, instructor guidance, and the assessments that evidence learning.

Typical outputs

Lesson plans and instructor notes

Learning content and resources

Assessments

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Supported in

Sphere

Phase 04

Evaluation

Judge whether training is delivered correctly and meets the operational or organisational requirement. Evaluation drives continuous improvement; assurance provides confidence across the whole system.

Typical outputs

Internal Validation (InVal) reports

External Validation (ExVal) reports

Audit and QA findings

Change proposals back into analysis, design & development

Supported in

Scrutineer

The DSAT process in the agilexe applications

Each phase hands its approved output to the next, keeping the Golden Thread intact.

The Agilexe Suite of applications is designed to support the DSAT process in full. In this section you will find a process guide for each application that ensures that DSAT is followed and that users achieve maximum benefit from the use of the applications.

Organisations' DSAT processes may vary; the DSAT process provided is a guide. Click on a Phase and follow each of the process steps. To see what is included in each process step click on the step.

Phase 01 Analysis in Shadow Show process Trainingarrow_forward Timelinecalendar_month

1 Set up the role Role Description and source documents JSP 822 3.68–3.69 Scoping Exercise · DTSM 2 4.1 Scoping Exercise · 5.3 Identification of Role Role Setupexpand_more
2 Break down the role Duties, tasks and sub-tasks JSP 822 3.74–3.75 Role Analysis · DTSM 2 5.2 Role Analysis · 5.4 Role Scalar Create Roleexpand_more
3 Analyse each task KSACs, legislation, measures and DIF JSP 822 3.75 DIF and KSA/B · DTSM 2 5.5 DIF Analysis · 5.6 KSA Analysis Tasksexpand_more
4 Set conditions and standards How and to what standard each task is done JSP 822 3.76 OPS · DTSM 2 5.8.1 Role PS Task C&Sexpand_more
5 Review with SMEs Role Scalar and Operational Performance Statement JSP 822 3.76 OPS · DTSM 2 5.8.1 Role PS SME Reviewexpand_more
6 Write the objectives TOs, EOs, and their C&S JSP 822 3.80 Initial TOs · 3.87 TOs · DTSM 2 5.11 · DTSM 3 2 Training Objectives Objectivesexpand_more
7 Align and accredit Training Gap Analysis and qualifications JSP 822 3.78 TGA · 3.88 FTS · DTSM 2 5.9 TGA · DTSM 3 3 FTS Alignment · Accreditationexpand_more
8 Set the assessment strategy Create and edit the Assessment Strategy (AStrat). JSP 822 3.91–3.92 AStrat and ASpec · DTSM 3 5.1 AStrat · 5.3 ASpec Assessmentexpand_more
9 Record RAID Risks, assumptions, issues and dependencies JSP 822 3.27 Risk and Assumption Management · DTSM 2 4.6 Risk Register and Assumptions Register RAIDexpand_more
10 Create a Training Needs Report The report from the completed analysis JSP 822 3.82 Training Needs Report · DTSM 2 5.19 Training Needs Report Reportexpand_more
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Analysis · Step 1 Set up the role — individual steps
1. 1.1 Upload source documents to Sift Upload the approved policy, doctrine and role documents that will evidence the analysis. JSP 822 3.68–3.69 Scoping Exercise · DTSM 2 4.1 Scoping Exercise
2. 1.2 Create a collection in Sift Group the role’s source documents into a collection for cited retrieval. JSP 822 3.68–3.69 Scoping Exercise · DTSM 2 4.1 Scoping Exercise
3. 1.3 Import existing data Bring existing role data into Shadow to start the analysis. JSP 822 3.75 Adapting existing training · DTSM 2 2.3.6 Exploiting existing training activities
4. 1.4 Add and invite SME users Invite the Subject Matter Experts who will review and validate the role. JSP 822 3.71 TNASG · DTSM 2 3 TNA Governance
Analysis · Step 2 Break down the role — individual steps
1. 2.1 Create Role Description Write the Role Description that defines the role, its context and operating environment. JSP 822 3.74 Role Analysis · DTSM 2 5.3 Identification of Role
2. 2.2 SME Review Subject Matter Experts review and comment on the Role Description. JSP 822 3.74 Role Analysis · DTSM 2 5.2 Role Analysis
3. 2.3 Review SME Comments Review the SME comments on the Role Description and update it where required. JSP 822 3.74 Role Analysis · DTSM 2 5.2 Role Analysis
4. 2.4 Create Duties and Tasks Identify the role’s duties, then the tasks under each duty. JSP 822 3.75 Role Scalar · DTSM 2 5.4 Production of Role Scalar
5. 2.5 SME Review Subject Matter Experts review and validate the duties and tasks. JSP 822 3.75 Role Scalar · DTSM 2 5.4 Production of Role Scalar
6. 2.6 Review SME Comments Review the SME comments on the duties and tasks and update them where required. JSP 822 3.75 Role Scalar · DTSM 2 5.4 Production of Role Scalar
7. 2.7 Create Sub-Tasks Break each task down into the steps needed to complete it. JSP 822 3.75 Role Scalar · DTSM 2 5.4 Production of Role Scalar
Analysis · Step 3 Analyse each task — individual steps
1. 3.1 Create KSAC Identify the Knowledge, Skills, Attitudes and Communication needed for each task. JSP 822 3.75 KSA/B Analysis · DTSM 2 5.6 KSA Analysis
2. 3.2 Identify Legislation Record the legislation and regulatory requirements that apply to each task. JSP 822 3.69 Constraints · DTSM 2 4.5 Constraints Analysis · 5.7.2 Other criteria influencing training categories
3. 3.3 Task Performance Measures Set the measures used to judge effective performance of each task. JSP 822 3.76 OPS (Standards) · DTSM 2 5.8.1 Role PS
4. 3.4 DIF Analysis Score each task for Difficulty, Importance and Frequency to set training priority. JSP 822 3.75 DIF Analysis · DTSM 2 5.5 DIF Analysis
5. 3.5 SME DIF Review Subject Matter Experts review and validate the DIF scores for each task. JSP 822 3.75 DIF Analysis · DTSM 2 5.5 DIF · 5.7 Initial Training Categorisation
6. 3.6 Analyse and Edit DIF Analyse the SME DIF feedback and edit the DIF scores where required. JSP 822 3.75 DIF Analysis · DTSM 2 5.5 DIF · 5.7 Initial Training Categorisation
Analysis · Step 4 Set conditions and standards — individual steps
1. 4.1 Add Role Conditions Define the conditions under which each task is performed. JSP 822 3.76 OPS (Conditions) · DTSM 2 5.8.1 Role PS
2. 4.2 Add Role Standards Define the standard each task must be performed to. JSP 822 3.76 OPS (Standards) · DTSM 2 5.8.1 Role PS
3. 4.3 Create OPS Produce the Operational Performance Statement from the completed analysis. JSP 822 3.76 OPS · DTSM 2 5.8 Role Analysis Output
Analysis · Step 5 Review with SMEs — individual steps
1. 5.1 Review OPS with relevant Stakeholders Share the Operational Performance Statement with SMEs and stakeholders for review and comment. JSP 822 3.76 OPS · DTSM 2 5.8 Role Analysis Output
2. 5.2 Edit OPS Update the Operational Performance Statement in response to SME and stakeholder comments. JSP 822 3.76 OPS · DTSM 2 5.8 Role Analysis Output
3. 5.3 Sign off OPS Record formal approval of the Operational Performance Statement before objectives are written. JSP 822 3.76 OPS · 3.25 TrAD · DTSM 2 5.8.1 Role PSFollow Organisation's approvals process
Analysis · Step 6 Write the objectives — individual steps
1. 6.1 Create Objectives Generate Training Objectives and Enabling Objectives from the approved analysis. JSP 822 3.80 Initial TOs · 3.87 TOs · DTSM 2 5.11 Initial TOs
2. 6.2 Review Objectives Check and refine the wording, alignment and TCat of each objective. JSP 822 3.87 TOs · DTSM 2 5.11 Initial TOs · DTSM 3 2 TOs
3. 6.3 SME Objectives Review Subject Matter Experts review and validate the objectives. JSP 822 3.87 TOs · DTSM 2 5.11 Initial TOs · DTSM 3 2 TOs
4. 6.4 Edit Objectives Update the objectives in response to SME comments. JSP 822 3.87 TOs · DTSM 2 5.11 Initial TOs · DTSM 3 2 TOs
5. 6.5 Conduct Alignment Tasks Review and edit TCats as required and append CLA. JSP 822 3.76 OPS (Training Category) · DTSM 2 5.7 Initial Training Categorisation · DTSM 3 2.5 TO Tagging
6. 6.6 Add Training Conditions Define the conditions under which each objective is trained and assessed. JSP 822 3.87 TOs (Conditions) · DTSM 3 2.3 Conditions
7. 6.7 Add Training Standards Define the standard each objective must be achieved to. JSP 822 3.87 TOs (Standards) · DTSM 3 2.4 Standards
Analysis · Step 7 Align and accredit — individual steps
1. 7.1 Conduct Training Gap Analysis Compare the objectives with existing training provision and record evidence-based alignment decisions. JSP 822 3.78–3.79 TGA · DTSM 2 5.9 TGA · 5.10 Statement of Training Gaps
2. 7.2 Record RAID items from the TGA Capture any risks, assumptions, issues and dependencies identified during the Training Gap Analysis in the role's RAID register. JSP 822 3.27 Risk and Assumption Management · DTSM 2 4.6 Risk Register and Assumptions Register
3. 7.3 Conduct Accreditation Analysis Map the role to recognised qualifications to identify accreditation opportunities. JSP 822 3.87 TOs and civilian accreditation · DTSM 2 5.7.2 Other criteria influencing training categories · DTSM 3 2.5 TO Tagging
4. 7.4 Create FTS Update the Formal Training Statement with the outcome of the gap analysis. JSP 822 3.88 FTS · DTSM 3 3.2 TPS · 3.3 WTS · 3.4 RTGS
5. 7.5 Review and Sign Off FTS Review the Formal Training Statement with stakeholders and record its approval. JSP 822 3.88 FTS · 3.25 TrAD · DTSM 3 3 FTSFollow Organisation's approvals process
Analysis · Step 8 Set the assessment strategy — individual steps
1. 8.1 Create Assessment Detail Record the methods, grading and conditions for assessing each objective. JSP 822 3.92 ASpec · DTSM 3 5.3 Assessment Specification
2. 8.2 Create Assessment Strategy Set out the policy, remediation and reporting approach for the role. JSP 822 3.91 AStrat · DTSM 3 5.1 Assessment Strategy
3. 8.3 Review and Edit Detail and Strategy Check and refine the Assessment Detail and Strategy before approval. JSP 822 3.92 Refinement of KSA · DTSM 3 5.2 Refinement of KSA
4. 8.4 Download AStrat Download the completed Assessment Strategy document. JSP 822 3.91 AStrat · DTSM 3 5.1 Assessment Strategy
Analysis · Step 9 Record RAID — individual steps
1. 9.1 Raise RAID Items Record new risks, assumptions, issues and dependencies as they arise. JSP 822 3.27 Risk and Assumption Management · DTSM 2 4.6.1 Risk Register · 4.6.2
2. 9.2 Monitor RAID Items Review the RAID register regularly to track the status of each item. JSP 822 3.27 · 3.31 Risk and Assumption Management · DTSM 2 4.6
3. 9.3 Report RAID Items Export the RAID register to report items and their current status. JSP 822 3.27 Risk and Assumption Management · DTSM 2 4.6
Analysis · Step 10 Create a Training Needs Report — individual steps
1. 10.1 Create Report Sections Generate each section of the Training Needs Report from the completed analysis. JSP 822 3.82 Training Needs Report · DTSM 2 5.19 Training Needs Report
2. 10.2 Edit Report Sections Review and refine the content of each report section. JSP 822 3.82 Training Needs Report · DTSM 2 5.19 Training Needs Report
3. 10.3 Download Report Download the completed Training Needs Report (TNR). JSP 822 3.82 Training Needs Report · DTSM 2 5.19 Training Needs Report
4. 10.4 Sign Off TrAD Record formal approval of the TrAD before sharing the role with Schema. JSP 822 3.83 Endorsement · 3.25 TrAD
5. 10.5 Hand off data to Schema Share the signed-off role with Schema so the course design can start from the approved analysis. JSP 822 3.30 Trained Output Requirement Review · 3.83 Endorsement

Hand-off: Sign off the TrAD and share the role with Schema

Phase 02 Design in Schema Show process Trainingarrow_forward Timelinecalendar_month

1 Create the course TPS or WTS from shared objectives JSP 822 3.87 TOs · DTSM 2 4.4 Training Audience · DTSM 3 2 TOs Create Courseexpand_more
2 Structure the course Stages, modules and delivery pattern JSP 822 3.94 Learning Scalar · DTSM 3 7.1 Learning Scalar Blueprint · Manageexpand_more
3 Write the content Module descriptions, TOs, EOs and KLPs JSP 822 3.89 EOs · 3.90 KLPs · DTSM 3 4 EOs and KLPs Contentexpand_more
4 Add supporting detail Amplification and trainer notes JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification Contentexpand_more
5 Check fidelity and timing Learning Scalar and SME review JSP 822 3.81 TOA · 3.94 Learning Scalar · DTSM 2 5.13 Fidelity Analysis · DTSM 3 7.1 Learning Scalar Contentexpand_more
6 Plan the lessons Timings, objectives and lesson plans JSP 822 3.94 Learning Scalar · 3.95 LSpec · DTSM 3 7 Learning Specifications Lessonsexpand_more
7 Delivery Readiness Resources, supporting links and administration JSP 822 3.100 Preparing training · 3.144 Resourcing training · DTSM 4 5 Resourcing Training Delivery Lesson Detailsexpand_more
8 Choose method and media Delivery approach for each lesson JSP 822 3.93 Methods and Media · DTSM 3 6 Training Methods and Media Method and Mediaexpand_more
9 Delivery Documentation Lesson plans, LSpecs and SME review JSP 822 3.95 LSpec · 3.100 Preparing training · DTSM 4 3 Training Delivery Documentation Exportexpand_more
10 Assure the design Compare with the analysis; record RAID JSP 822 3.32 Training Design Review Comparison · RAIDexpand_more
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Design · Step 1 Create the course — individual steps
1. 1.1 Select the Type of Course Choose whether the course is a TPS or WTS course. JSP 822 3.88 FTS · DTSM 3 3.2 TPS · 3.3 WTS
2. 1.2 Select Shadow Role Choose the signed-off role shared from Shadow. JSP 822 3.76 OPS · DTSM 3 2.1.3 TOs from Role PS
3. 1.3 Select Objectives Select the role objectives the course will deliver. JSP 822 3.87 TOs · DTSM 3 2 Training Objectives
4. 1.4 Add Course Metadata Enter the course title, reference and supporting details. JSP 822 3.25–3.26 TrAD
5. 1.5 Create Target Audience Description Describe the learners the course is designed for. JSP 822 3.69 Training Audience · DTSM 2 4.4 Training Audience Description
Design · Step 2 Structure the course — individual steps
1. 2.1 Generate Modules Generate the course modules from the selected objectives. JSP 822 3.94 Learning Scalar · DTSM 3 7.1 Learning Scalar
2. 2.2 Review Curricula Blueprint Check the stages, modules and lessons in the Curricula Blueprint. JSP 822 3.94 Learning Scalar · DTSM 3 7.1 Learning Scalar
3. 2.3 Edit Curricula Blueprint Reorder, add, move and rename modules to refine the structure. JSP 822 3.94 Learning Scalar · DTSM 3 7.1 Learning Scalar
4. 2.4 Update Delivery Pattern Set the delivery pattern for the course in terms of periods and time. JSP 822 3.140–3.143 Programming and Scheduling · DTSM 4 6 · 7
5. 2.5 Review RAID Register Check the risks, assumptions, issues and dependencies recorded against the course. JSP 822 3.31 Risk and Assumption Management · DTSM 2 4.6
Design · Step 3 Write the content — individual steps
1. 3.1 Select Sift Documentation Choose the Sift documents Schema AI draws on for the content. JSP 822 3.89–3.90 EOs and KLPs · DTSM 3 4 EOs and KLPs
2. 3.2 Create KLPs Generate or add the Key Learning Points for each Enabling Objective. JSP 822 3.90 KLPs · DTSM 3 4.2 Formatting and Numbering
3. 3.3 Review and Edit KLPs Review the generated Key Learning Points and edit the wording and coverage where needed. JSP 822 3.90 KLPs · DTSM 3 4.2 Formatting and Numbering
4. 3.4 Review KLP Timings Check the time allocated to each KLP and adjust where needed. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification
5. 3.5 SME Review Send the content to a subject matter expert for review. JSP 822 3.89–3.90 EOs and KLPs · DTSM 3 4 EOs and KLPs
6. 3.6 Edit KLPs Update the Key Learning Points in response to SME comments. JSP 822 3.89–3.90 EOs and KLPs · DTSM 3 4 EOs and KLPs
Design · Step 4 Add supporting detail — individual steps
1. 4.1 Create Amplification Generate the amplification that expands on each KLP. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification
2. 4.2 Create Trainer Notes Add the notes trainers use to deliver each KLP. JSP 822 3.95 LSpec · 3.101 Lesson planning · DTSM 3 7.2
3. 4.3 SME Review Send the amplification and trainer notes to a subject matter expert for review. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification
4. 4.4 Edit Supporting Detail Update the amplification and trainer notes in response to SME comments. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification
Design · Step 5 Check fidelity and timing — individual steps
1. 5.1 Conduct Fidelity Analysis Score how closely each objective must be trained to the operational task across the four fidelity categories, and record the reasoning. JSP 822 3.81 TOA · DTSM 2 5.13 Fidelity Analysis
2. 5.2 Download Learning Scalar Download the Learning Scalar to check the course structure, objectives and timings. JSP 822 3.94 Learning Scalar · DTSM 3 7.1 Learning Scalar
3. 5.3 SME Review Send the fidelity analysis and Learning Scalar to a subject matter expert for review. JSP 822 3.32 Training Design Review · DTSM 3 7.1 Learning Scalar
4. 5.4 Edit Fidelity and Learning Scalar Update the fidelity analysis and Learning Scalar in response to SME comments. JSP 822 3.81 TOA · 3.94 Learning Scalar · DTSM 2 5.13 · DTSM 3 7.1
Design · Step 6 Plan the lessons — individual steps
1. 6.1 Create Lessons Generate or add the lessons for each module from its objectives and KLPs. JSP 822 3.94 Learning Scalar · 3.95 LSpec · DTSM 3 7.1 Learning Scalar · 7.2 Learning Specification
2. 6.2 Timings Adjust Course, Module and Lesson Timings as required JSP 822 3.94 Learning Scalar · 3.143 Scheduling training · DTSM 3 7.1 Learning Scalar · DTSM 4 7 Scheduling Training Delivery
3. 6.3 Review Blueprint Analyse any risks of under/over training and raise a RAID item to capture the information. JSP 822 3.31 Risk and Assumption Management · DTSM 2 4.6 Risk Register and Assumptions Register
4. 6.4 Create Interest, Need and Summary Write the Interest, Need and Summary that open and close each lesson. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification · Anx A LSpec Execution (Introduction)
5. 6.5 Review Lesson Timings Check the time allocated to each lesson and adjust where needed. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification
Design · Step 7 Delivery Readiness — individual steps
1. 7.1 Create Resource List Add the materials, equipment and facilities each lesson needs, from the catalogue or manually. JSP 822 3.144 Resourcing training · DTSM 3 6.2.3.1 Facilities and resources · DTSM 4 5 Resourcing Training Delivery
2. 7.2 Add Supporting Links Attach the links and documents that support each lesson. JSP 822 3.100 Preparing training · DTSM 4 4.1.2 Lesson/event planning
3. 7.3 Lesson Administration Record the staffing, locations and references each lesson needs. JSP 822 3.144 Resourcing training · DTSM 4 5 Resourcing Training Delivery · DTSM 3 Anx A LSpec Administration
Design · Step 8 Choose method and media — individual steps
1. 8.1 Conduct Method & Media Analysis Select the teaching method, learner activity, media and assessment approach for each lesson and KLP. JSP 822 3.93 Methods and Media · DTSM 3 6.4 Methods and Media Selection Process
2. 8.2 Create Lesson Guidance Write the trainer guidance for each lesson: preparation, activities, follow up and SpLD considerations. JSP 822 3.101 Lesson / Event planning · DTSM 4 4 Planning Training Delivery
3. 8.3 Review Method & Media Check the selected methods and media are suitable for the objectives and available resources. JSP 822 3.93 Methods and Media · DTSM 3 6.2 Training effectiveness factors
Design · Step 9 Delivery Documentation — individual steps
1. 9.1 Download Lesson Plan Export the lesson plan workbook and complete Parts 1 and 2. JSP 822 3.101 Lesson / Event planning · DTSM 4 4 Planning Training Delivery
2. 9.2 Download LSpec Export the Learning Specification and complete its Administration and Execution sections. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification · DTSM 4 3.2
3. 9.3 SME Review Send the lesson plans and LSpec to a subject matter expert for review. JSP 822 3.95 LSpec · 3.32 Training Design Review
4. 9.4 Edit LSpecs Update the LSpecs in response to SME comments. JSP 822 3.95 LSpec · DTSM 3 7.2 Learning Specification
Design · Step 10 Assure the design — individual steps
1. 10.1 Conduct Comparison Compare the course design with the analysis to confirm every objective is covered. JSP 822 3.32 Training Design Review
2. 10.2 Review RAID Check the risks, assumptions, issues and dependencies recorded against the course and update them. JSP 822 3.31 Risk and Assumption Management · DTSM 2 4.6 Risk Register and Assumptions Register
3. 10.3 SME Review Send the completed design to a subject matter expert for final review. JSP 822 3.32 Training Design Review
4. 10.4 Edit Design Update the course design in response to the final SME comments. JSP 822 3.32 Training Design Review
5. 10.5 Sign Off Design Record formal approval of the course design before development begins. JSP 822 3.32 Training Design ReviewFollow Organisation's approvals process

Hand-off: Share the approved course with Sphere

Phase 03 Delivery in Sphere Show process Trainingarrow_forward Timelinecalendar_month

1 Import the course Approved design from Schema JSP 822 3.100 Preparing training · DTSM 4 3 Training Delivery Documentation Lessons & Resourcesexpand_more
2 Develop resources Presentations, notes, quizzes and activities JSP 822 3.93 Media · 3.100 Preparing training · DTSM 3 6.3 Media Lessons & Resourcesexpand_more
3 Download documents Lesson plans, specifications and workbooks JSP 822 3.100 Preparing training · DTSM 4 3 Training Delivery Documentation Lessons & Resourcesexpand_more
4 Build the assessments Create, edit and sign off JSP 822 3.102 Assessment of Learning · DTSM 3 5.3 ASpec · DTSM 4 12 Assessment of Learning Assessmentsexpand_more
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Delivery · Step 1 Import the course — individual steps
1. 1.1 Import Data Import the approved course design from Schema, or from your own data, into Sphere. JSP 822 3.100 Preparing training · DTSM 4 3 Training Delivery Documentation
2. 1.2 Review Data Check the imported stages, modules, lessons and resources are complete and correct. JSP 822 3.100 Preparing training · DTSM 4 3.1 SOTT · 3.2 Learning Specification
Delivery · Step 2 Develop resources — individual steps
1. 2.1 Review Method & Media Recommendations Check the method and media recommended for each lesson before building resources. JSP 822 3.93 Media · 3.100 Preparing training · DTSM 3 6.3 Media
2. 2.2 Create Delivery Resources Generate the presentations, notes, quizzes and activities each lesson needs. JSP 822 3.93 Media · 3.100 Preparing training · DTSM 3 6.3 Media
3. 2.3 Review & Edit Delivery Resources Check each resource for accuracy and edit it to suit your learners and environment. JSP 822 3.93 Media · 3.100 Preparing training · DTSM 3 6.3 Media
4. 2.4 Ensure KLP Coverage Confirm every Key Learning Point is covered by at least one delivery resource. JSP 822 3.90 KLPs · DTSM 3 4 EOs and KLPs · 7.2.3 KLP sequencing
5. 2.5 SME Review Send the delivery resources to a subject matter expert for review. JSP 822 3.93 Media · 3.100 Preparing training · DTSM 3 6.3 Media
6. 2.6 Edit Resources Update the delivery resources in response to SME comments. JSP 822 3.93 Media · 3.100 Preparing training · DTSM 3 6.3 Media
Delivery · Step 3 Download documents — individual steps
1. 3.1 Download Delivery Resources Download the presentations, notes and activities for each lesson. JSP 822 3.100 Preparing training · DTSM 4 3 Training Delivery DocumentationDownload the relevant Resource
2. 3.2 Download Lesson Plans Download the lesson plan workbook for each lesson. JSP 822 3.101 Lesson / Event planning · DTSM 4 4 Planning Training Delivery
3. 3.3 Download L-Specs Download the Lesson Specification for each lesson. JSP 822 3.95 LSpec · DTSM 4 3.2 Learning Specification
Delivery · Step 4 Build the assessments — individual steps
1. 4.1 Create Assessment Create a new assessment and set its type, classification and delivery. JSP 822 3.91 AStrat · 3.102 Assessment of Learning · DTSM 4 12.2 Assessment Strategy
2. 4.2 Generate Questions Generate questions from the objectives and KLPs the assessment covers. JSP 822 3.92 ASpec · DTSM 3 5.3 ASpec · DTSM 4 12.3 Assessment Specification
3. 4.3 Review & Edit Questions Check each question for accuracy and edit it to match the assessment standard. JSP 822 3.103 Standardisation · DTSM 4 12.3 Assessment Specification
4. 4.4 Check Coverage Confirm the questions cover every objective the Assessment Strategy requires. JSP 822 3.91 AStrat · DTSM 4 12.2 Assessment Strategy
5. 4.5 Sign Off Assessment Record formal approval of the assessment before it is used. JSP 822 3.103 Standardisation · 3.104 Moderation
6. 4.6 Download Assessments Download the approved assessment as a PDF for delivery. JSP 822 3.100 Preparing training · DTSM 4 3.4 Assessment Specification

Hand-off: Deliver the training, then evaluate it

Phase 04 Evaluation in Scrutineer Show process Trainingarrow_forward

Loop: Changes feed back into the relevant application to support continuous improvement

Where the direction comes from

JSP 822

Defence policy

Governance of individual training, education and skills. Part 1 carries the directive policy; Part 2 the supporting guidance. Treat it as the authority on who owns what, and on the approvals a training solution must pass through.

The DTSMs

Working practice

The Defence Training Support Manuals carry practitioner guidance for governance, analysis, design, delivery, evaluation and assurance. Use them alongside JSP 822 rather than instead of it, and resolve any terminology drift in favour of current policy.

Local direction

Organisation level

Single-service and establishment direction sits on top of both. Where local direction is more demanding than the DTSMs, the local direction applies.

Points that catch teams out

Analysis drives everything downstream. A design decision that cannot be traced to a task, a condition and a standard has no evidential basis.

Conditions and standards are part of the objective, not a footnote to it. An objective without both cannot be assessed consistently.

Validation is not the same as evaluation. InVal asks whether the training met its objectives; ExVal asks whether those objectives met the operational need.

Version control is an assurance requirement. Keep the audit trail from operational need through to lesson plan intact and current.

Check the edition. JSP 822 V8.0 (January 2026) now uses Operational Performance Statement and places Evaluation as the fourth cycle element; older DTSM wording must be read in that current-policy context.

Applying DSAT in the applications

Step-by-step guides for each application sit on the Training page. For a question about how DSAT should be applied to your own courses, or to ask for guidance to be added here, use the Contact page or email support@agilexe.co.uk.