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If you’re planning to launch an online course, you likely have years of experience under your belt. Yet, even as a seasoned subject matter expert, you might find packaging your knowledge into a course challenging.

Where do you start? How do you structure the learning process?

Following the popular SAM instructional design model can be a smart shortcut to building a well-structured online course without wasting time on trial and error. It will also help you:

  • Create an engaging learning environment
  • Structure your knowledge for others in the most effective way
  • Collect feedback and continuously improve your course, even post-launch

Keep reading to find out what SAM is and how you can work it into your course design process to create an engaging eLearning experience in record time.

What is the SAM instructional design model?

SAM (successive approximation model) is an agile instructional design model first described by Michael Allen in 2012. It breaks the process of designing and developing a learning experience down into 3 steps: evaluate, design, develop. Its iterative nature allows instructors to create online learning solutions that continuously evolve (and improve) based on real-world feedback.

If you’re new to online course design, this definition might sound a bit enigmatic, so let’s unpack it.

Instructional design models are frameworks created by educators, researchers, and psychologists to help teachers design and develop learning experiences (including online courses). Backed by extensive research, these models outline the exact steps needed to create effective and engaging programs.

SAM is a variation of ADDIE, one of the most popular instructional design models that dates back to the 1970s. ADDIE breaks down the course design and development process into 5 steps: analyze, design, develop, implement, and evaluate.

SAM is a simplified and more agile alternative to ADDIE. In its basic form, the SAM process consists of only 3 repeatable steps: evaluate, design, develop.

Using SAM lets course creators escape the rigidness of ADDIE and design flexible projects that can be quickly prototyped and iterated upon. The model is suitable for all course creators, from solo entrepreneurs to large teams.

We’ll cover the differences between the ADDIE vs SAM models in more detail below.

For more background information on ADDIE, refer to our article explaining the ADDIE training model in detail.

Now, let’s put the principles behind SAM into practice!

The SAM design model process explained

Iterating is at the core of the SAM model. With SAM, course designers continually analyze user feedback to make the next version of their course better.

To suit all types of projects, from small online courses to whole curricula, SAM presents two variations of its process: SAM1 (basic) and SAM2 (extended).

The building blocks of SAM1 are:

  • Evaluate
  • Design
  • Develop

A course designer repeatedly cycles through these three blocks to improve the end result. SAM1 is perfect for most online courses and instructional projects created by a single person or a small team.

SAM2 features a more extended process with three phases, each with its own stages:

  • The Preparation Phase includes gathering information and a prototyping meeting called a Savvy Start
  • The Iterative Design Phase includes project planning and additional design
  • The Iterative Development Phase includes proofing the design as well as three stages of releasing the finished course: Alpha, Beta, and Gold. Alpha refers to the first, imperfect iteration of the course. Beta has all the errors and omissions corrected. Gold is the version ready for public rollout.

SAM2 Table

Just like SAM1, SAM2 also requires a constant feedback loop. However, it’s more suited for complex projects, with multiple stages of approval and lots of stakeholders involved.

If you’re just about to create your first online course and want to move quickly, SAM1 could be the ideal framework for you. Subject matter experts love SAM1 for its simplicity and flexibility.

To better understand how the SAM model works, let’s take a deeper look at its three core parts: Evaluate, Design, and Develop.

Step 1: Evaluate

SAM2 starts with the Preparation Phase, which includes Information Gathering and a Savvy Start.

SAM1 only has the Evaluate step and skips the Preparation Phase. Still, if you’re starting your online course from scratch, you should:

  • Research the market and your target audience
  • Gather enough information and resources
  • Analyze data for insights
  • Outline your course
  • Brainstorm ideas
  • Create a few course prototypes

The idea behind the Evaluate step is to approach your existing course or prototypes with real-world feedback:

  • Share your idea with your friends.
  • Test a draft version of your course with a focus group.
  • Collect feedback for your course from each student cohort.

This phase will help you understand the strengths and weaknesses of your material, so you can quickly plan the next version, making it better every time.

Step 2: Design

Every time you pass the Evaluate step, it should leave you with enough feedback and ideas to update your design direction.

To avoid dragging out your Design step for too long, start with clear deadlines and make meeting timelines non-negotiable.

Narrow down your team to just you and any other necessary subject matter experts. No external feedback is allowed at this point.

The goal of the Design step is to incorporate your new design direction into existing instructional components in different ways.

Try to create at least three potential design variations. This way, you can think beyond the obvious solutions. In the end, combine or pick one direction to be transformed into your Design Proof, which goes to the Develop step.

Step 3: Develop

During the Develop step, you should finish and implement your prototype to be ready for production.

In the case of an online course, you’d use a software platform such as Thinkific to put together a great user experience, customize the user interface to match your brand, and input the course content.

Then you teach your course to get real-world feedback. If you don’t feel ready to share your course with a wider audience, select a smaller class first, even if it’s just one person.

The goal at the end of the Develop step is to have enough new ideas, comments, and suggestions to go back to the first step (Evaluate) and start the SAM cycle again.

ADDIE vs. SAM: What are the differences?

Since SAM has evolved out of the limitations of ADDIE, educators often compare the two.

Why should you choose the SAM model vs. the ADDIE model?

You often hear SAM being described as agile, meaning quick and iterative. Whether you pick SAM1 or SAM2, you go through the stages and improve the end result based on continually analyzing the feedback.

The pros of working with SAM:

  • Constant reassessment of instruction material
  • Real-time feedback from all stakeholders
  • Rapid development

The cons of SAM:

  • Possible lack of cohesion due to the amount of feedback
  • Overemphasis on engagement vs. learning
  • Iterations can take a long time

While SAM can be described as a loop, ADDIE is often referred to as a waterfall approach. It involves linear progression — each stage has to be finished and reviewed before the next one begins.

The pros of using ADDIE:

  • Clarity in the process
  • Focus on presenting the learning objective
  • Higher-quality results right out of the box

The cons of ADDIE:

  • Long development cycles
  • Lack of thorough testing
  • Might seem too rigid and linear

The choice between ADDIE vs. SAM boils down to your objectives and work process.

If you want to produce an online course quickly, with lots of visibility and iterations, SAM might be a better fit.

If you already have a well-defined process and are working with a larger team, ADDIE might bring more clarity to the design.

Even though ADDIE and SAM models seem very different, most teams tend to use a combination of both for their projects, adapting ADDIE with SAM-like iterative loops. Alternatively, you can set ADDIE-like limits to the iterations in your SAM model.

How to use SAM in online course design (with examples)

The main benefits of SAM are fast delivery and rapid improvements. The idea is that, over time, real-world feedback would help you improve your learning experience more than careful but time-consuming planning.

Let’s imagine how three iterative loops might look like in SAM when you’re developing your online course from scratch.

SAM loop 1

You want to create an online course in your field of expertise.

Evaluate

  1. Conduct audience and market research.
  2. Analyze your existing content and assess what content you need to produce.
  3. Sketch a few rough, high-level course outlines.

Design

  1. Decide how the course is going to be delivered.
  2. Select the tools you are going to use to build your course.
  3. Finalize your course outline.

Develop

  1. Create required visual assets.
  2. Record audio and video content.
  3. Input content for production.

SAM loop 2

The first test run of your course doesn’t seem engaging, and you realize you’ve picked the wrong medium.

Evaluate

  1. Gather and sort through feedback.
  2. Research other similar courses.

Design

  1. Make adjustments to fit the new method of delivery.
  2. Find some new tools.
  3. Redo the designs.

Develop

  1. Reuse visual assets.
  2. Record the course in the new medium.
  3. Input all new content for production.

SAM loop 3

Your update course has a much better engagement rate, but students found some of your information to be outdated.

Evaluate

  1. Search for updated data.
  2. Check all other factual information in your course.

Design

  1. Adjust the course design with new data.

Develop 

  1. Upload the updated course.

Should you use SAM instructional design? 

Recent research studies confirm that using SAM for e-learning is an effective way to deal with revisions and accommodate students’ needs at the same time.

In fact, if you’ve been teaching the same course a few times, you’ve likely felt a natural inclination to revise something after each session. That’s what the SAM model is all about!

Now that you know how to organize your work with SAM, the only thing you’re missing is an online course platform. Get started with Thinkific for free today to easily create, market, and launch your course. No programming skills required.

References

Allen, W. Michael & Sites, Richard. “Leaving ADDIE for SAM: An Agile Model for Developing the Best Learning Experiences.” American Society for Training and Development (2012).

Jung, Hyojung & Kim, Younglong & Lee, Hyejeong & Shin, Yoonhee. “Advanced Instructional Design for Successive E-Learning: Based on the Successive Approximation Model (SAM).” International Journal on E-Learning: Corporate, Government, Healthcare, and Higher Education. 18 (2019).