STEP 2: Gather preliminary project information
	Collect all the preliminary information needed to facilitate in-depth data gathering
	A completed Project Setup Document
	Form — Project Set-up Document Job Aid — Project Set-up Document

Meet with the key decision-makers to gather the preliminary information you need to get started. You may want to approach this meeting with the stated goal of “making sure we have all the elements we need to ensure that training is successful.” Find out about sources of valuable information, such as existing research, trip reports or documentation of previous attempts to improve performance, and be sure to review those materials before conducting interviews (Step 3).