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Three tips for working with subject matter experts to create engaging eLearning content

Working with subject matter experts (SMEs) can be one of the most rewarding aspects of creating eLearning content - but it can also present unique challenges. Whether you're collaborating with technical specialists, industry veterans, or internal experts, the key to success lies in building productive partnerships that leverage their deep knowledge while creating learner-focused content. 

At Access, our Learning Designers regularly partner with experts across various fields to create impactful learning experiences. Through this work, we've identified three key strategies that make SME collaborations productive and successful. 

5 minutes

Written by Emily Franks and Patrick Herald.

Updated 29/08/2025

Tip 1: Navigate information overload - focus on what matters

When working with SMEs, you'll often receive a wealth of detailed information, which can sometimes obscure the key messages your learners actually need. The challenge isn't having too little content, it's filtering the essential from the comprehensive. 

When working with extensive SME input, ask yourself three key questions: 

Does the content focus on the learner’s role and objectives?

Focus on tailoring content to what learners need to do in their specific roles, avoiding unnecessarily comprehensive coverage and details.

How is the SME contributing? 

Are they responsible for crafting the content or providing the specific data points for you to then work from? Establishing the working dynamic will help clarify how collaboration will look for each SME.  

Is the content consistent?  

When working with multiple contributors, ensure consistency of voice, tone, style, and level of detail. This will be especially helpful in aligning multiple pieces of content with one another.

Tip 2: Develop your standard question toolkit

Having a reliable set of go-to questions ensures consistency across projects. While these will be adapted based on specific projects, a solid foundation saves time and ensures you cover essential ground. 

Crucial questions for every collaboration: 

Who's the audience? Understand not just job titles, but learners' current knowledge, daily challenges, and what motivates them. 

What type of project is this? For example, is it a minor update, a major rework, or an entirely new piece of eLearning content? 

What should learners know or be able to do after completing the course? Focus on concrete outcomes and practical applications. 

These questions often work best as discussion points where you're determining together what will be most valuable for your audience. 

subject matter expert developing elearning content

Tip 3: Set clear expectations from day one 

The most successful SME collaborations start with aligned expectations. Many challenges stem from unclear assumptions about roles, timelines, and deliverables. 

Define the project basics 

Establish what you're creating together - whether it's an eLearning course with assessments, instructional videos, or interactive content. Your SME needs to understand the end goal to provide relevant input. 

Clarify roles and communication 

Be explicit about what each person contributes. Define your role as content creator and help your SME understand how their expertise will be transformed into learning content. Discuss time commitments and deliverables, and establish your preferred communication methods. 

Establish the feedback framework 

Determine what kind of feedback your SME will provide. Are they reviewing for accuracy only, or will they also consider audience appropriateness? Will they see outlines before full content, or prefer complete drafts? Understanding their working preferences helps create a collaborative process that works for both parties. 

Closing thoughts on working with subject matter experts 

Successful SME collaboration is about creating genuine partnerships that respect expertise while maintaining focus on learner needs. By filtering information strategically, using proven questions, and setting clear expectations, you'll build stronger working relationships and create more effective learning experiences. 

The best collaborations feel like shared endeavours where both parties contribute their strengths toward creating learning that truly makes a difference. 

Want more insights on creating engaging L&D content? Check out our Learning Pill video series!

Emily Franks

By Emily Franks

Learning Designer, CPL Learning

Emily is a Learning Designer for CPL Learning, an Access company, where she develops content tailored for the Hospitality squad. She focuses on creating learning experiences that engage learners and strengthen operational skills within the Hospitality industry. 

Patrick Herald

By Patrick Herald

Learning Designer for Access Legal

Patrick has over fifteen years of experience in a range of educational work and currently works in the Access Legal team. His most rewarding professional achievements are any time he can help someone grow and get from where they are to where they want to be.