Manage SME relationships

Creating and maintaining an efficient and collaborative relationship with your subject matter experts can make or break the success of your training project.

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Tips for Managing SME Relationships

Working with subject matter experts (SMEs) is a critical part of the training design process, but it isn’t always smooth sailing.

Tips for managing SME relationships - eBook

As instructional designers, we often face situations where our interactions with SMEs have hindered the progress of the project. It takes specific strategies to get things back on track with your SMEs when things have gone south.

What can we do to maintain control of the process, so that our SMEs aren’t calling all the shots?

In our free “Tips for Managing SMW Relationships,” we provide strategies, checklists, and templates to help you build and maintain successful working relationships with your SMEs.

In this guide

Do you find yourself stuck in never-ending review cycles?

Are you wondering if your Subject Matter Expert (SME) actually got that last review request? Are you having trouble trying to decipher impractical or conflicting feedback?

Our reference guide How to Manage SME Relationships is for you!

EXPLAIN the specific role of the Subject Matter Expert in your training project, along with common challenges that arise.


IDENTIFY mitigation strategies to help minimize the impact of these challenges when something goes wrong.


EXPLORE proactive strategies that will help you build and manage successful SME relationships.


And more!

Two people in a conference room working together.