Preparing Your Team

Preparing for Success

Getting Started with a Team


  1. Read: A Newcomer's Guide to the Instructional-Teams Project

  2. Read: Recruiting a Team

  3. Copy: Before, During, & After Task Chart. Instructions for adding to your personal Google Drive or saving as a Word Document can be found here.

  4. Complete: Before, During, and After Task Chart. List all of the tasks you must undertake before, during, and after your course to make sure it runs smoothly. Consider whether you could delegate each task to a different member of your team and/or what it might take for you to be comfortable delegating tasks. Work with your team members to establish expectations for each of their new responsibilities.

  5. Training: All University of Arizona Team Members must complete FERPA Training for Instructors and Instructional Teams before beginning their roles.

Instructional Manager

Learning Researcher

  1. Read: Learning Researchers, an article from the Instructional-Teams Project outlining the Learning Researcher role:


Kim, Y., Cox, J., Southard, K. M., Elfring, L., Blowers, P. & Talanquer, V. (May, 2019). Learning Researchers: Promoting Formative Assessment in STEM Courses. Journal of College Science Teaching.


  1. Read: Qualities of Effective Learning Researchers

  2. Read: Making a Formative Assessment Plan. This document contains links to three different templates for Learning Researcher Reports. Some instructors have found these reports, with some course specific modifications, to be helpful when collecting Formative Assessment Information from the Learning Researcher. Other instructors prefer to have less formal conversations or written narratives to collect information about student thinking. The best way to collect Formative Assessment information is in a way the information will be useful to you!

  3. Browse: Learning Researcher Training Modules

Learning Assistant