SAM
The Successive Approximations Model
Welcome to your hands-on journey through the SAM Model of Instructional Design—a dynamic, agile framework that transforms how learning experiences are created. Unlike traditional linear models like ADDIE, SAM (Successive Approximation Model) thrives on rapid prototyping, iterative development, and collaborative feedback. The SAM Model is a flexible instructional design process that emphasizes continuous improvement through three core phases:
- Preparation Phase: Define goals, gather content, and align with stakeholders.
- Iterative Design Phase: Create quick prototypes, test ideas, and refine based on feedback.
- Iterative Development Phase: Build, test, and revise learning solutions in real-time.
This interactive experience breaks down each phase into clickable modules, helping you explore SAM learning strategies, eLearning development tools, and best practices for agile instructional design.
Click through the various phases and tools at your own pace.
Preparation Phase
Information Gathering and Analysis
Iterative Design Phase
Prototype
Design
Review
Iterative Development Phase
Develop
Implement
Evaluate
Release Phase
The Release phase in the SAM model isn’t merely a conclusion; it’s a strategic launch and a commitment to ongoing optimization. Far from a simple handover, this stage represents the culmination of iterative design and development, where the instructional solution transitions from a carefully crafted prototype to a live, impactful learning experience.
Unlike traditional linear models where release signifies finality, SAM’s Release phase embodies a philosophy of continuous improvement. It acknowledges that true learning effectiveness is best understood and optimized in situ. By strategically releasing, meticulously monitoring, and iteratively refining, the Release phase ensures that the instructional solution doesn’t just exist, but actively evolves to maximize its impact on learner performance and organizational goals. It transforms the act of “delivery” into an ongoing process of discovery and enhancement, solidifying the instructional design’s value and longevity.
Common Challenges and Considerations
While the SAM Model offers exciting advantages, it’s not without its skeptics in the eLearning world. Some instructional designers find the ongoing cycles of review and prototyping a bit unsettling, especially if they’re used to traditional models where you build something once and move on. Others might feel uneasy starting a project without a fully fleshed-out roadmap or polished end-product in mind.
For those more comfortable with clearly defined outcomes and minimal revision, the iterative nature of SAM can seem chaotic or unpredictable. Adapting to frequent feedback loops and shifts in direction may require a mindset shift—and that’s not always an easy ask.
Ultimately, embracing SAM means welcoming a bit of productive messiness in exchange for flexibility and laser-focused learning results.
Appendix: SAM Model
SAM: Supporting Custom-Tailored Learning Experiences
Why Choose the SAM Model Over Traditional Methods?
- Faster Iterations: Intermediate checkpoints ensure you catch issues early, so you aren’t stuck late in the process.
- Room for Alternatives: Multiple ideas and prototypes can be tested side-by-side, leading to innovative and unexpected solutions.
- Emphasis on Feedback: Continuous input from real users makes each stage an opportunity to refine and improve—no need to wait until the end to discover what works.
- Adaptive Process: If priorities shift or new requirements emerge, it’s easy to revisit and revise previous work without derailing the entire project.
Continuous Feedback Loops Keep Projects on Track
Preparation Phase: Setting the Stage for Success
The journey through SAM begins with the Preparation Phase, where groundwork comes first and big ideas start to percolate. This stage is all about rolling up your sleeves and gathering the intelligence you’ll need to build meaningful learning.
You’ll dive into understanding your learners—exploring their preferred learning styles, identifying current skill levels, and pinpointing key knowledge gaps. This detective work might involve everything from analyzing recent learning management system reports to conducting targeted surveys and stakeholder interviews.
Next, it’s time to lock in clear goals and success indicators for your project. Here, collaborative brainstorming takes center stage—with project managers, subject matter experts, designers, and stakeholders convening for an energetic “Savvy Start.” This session fuels creative thinking about how best to deliver and design the learning experience.
Don’t be surprised if you leave this kickoff with rough sketches or storyboards in hand—these early prototypes are designed to get feedback started fast, so ideas can evolve right from the outset.
How are different versions(alpha, beta, gold) used in the SAM i
In the SAM iterative development process, the creation of multiple solution versions isn’t just a nice-to-have—it’s essential to fine-tuning the end result. Here’s how it typically unfolds:
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Alpha Version: This is the initial, fully functional build—the bones and organs of your solution, if you will. While everything works, it’s likely some quirks or missing pieces are lurking behind the scenes. The Alpha version invites the first round of in-depth feedback from stakeholders and subject matter experts, who are encouraged to poke holes, flag glitches, and point out anything baffling or broken.
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Beta Version: By this round, the team has patched up the most glaring issues flagged in Alpha and polished up the rough spots. Beta is your second date with the solution: you’re looking for more subtle problems or improvement opportunities before rolling out the red carpet. It’s tested by a slightly wider group, sometimes including end users, to ensure it not only looks good but also holds up during real-world use.
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Gold Version: Here’s where all the hard work pays off. The Gold version should be virtually flawless—ready for showtime and robust enough to launch without fear of embarrassing bugs or last-minute patchwork. Think of it as the director’s cut, ready for general release.
Each version gets its turn in the spotlight, collecting feedback that drives the next round of refinement. This process of frequent review helps keep budgets and deadlines on a short leash—no wild production overruns or unpleasant launch-day surprises. When the cycle finishes, the Gold version steps proudly into rollout.
What Happens in the Iterative Development Phase?
Once the design proof gets the green light, the team rolls up their sleeves and dives into the real work: building the solution in cycles, not just one-and-done. Think of this as assembling your dream gadget—you tinker, test, and tweak before unveiling the finished product.
Here’s how it shapes up:
- Constructing and Refining: The team creates a working prototype based on those hard-won design decisions. This isn’t just a mockup; it’s a fully interactive version meant to be poked, prodded, and occasionally prodded with a stick.
- Version Progression: Development happens in stages often defined as:
- Alpha: The first fully built version—functional, but expect a few bumps.
- Beta: Polished from feedback, with errors ironed out and gaps filled.
- Gold: The version that’s ready for prime time—no further tweaks needed.
At each step, key players like subject matter experts and end users get to try out what’s been created. Their suggestions and “a-ha!” moments feed directly into the next cycle, ensuring improvements happen before things go live (and before budgets and calendars get ugly).
By the end of this phase, the solution isn’t just finished—it’s field-tested, reviewed, and usually much better than what you’d get from the old-school “build once, cross fingers” approach.
Activities in the Iterative Design Phase
The Iterative Design phase is where ideas truly take shape through a cycle of creation, testing, and refinement. This stage kicks off with the
From there, project planning comes into play. Here’s where timelines are mapped, responsibilities are distributed, and milestones are set to keep everyone aligned and on track.
Next, we dive into the heart of design activities:
- Storyboarding and Wireframing: Initial sketches and outlines are transformed, step by step, into robust storyboards and wireframes using tools like
Miro orFigma —perfect for visualizing the learner’s journey and gathering early feedback. - Prototyping: Quick, interactive prototypes are built, enabling teams to experience and evaluate course elements before full-scale development. Platforms like
Adobe XD orInVision are invaluable here. - Review and Feedback: These prototypes and storyboards are shared with subject matter experts, stakeholders, and representative learners for constructive input. Round after round, feedback guides what needs adjusting, removing, or enhancing.
- Design Refinement: Each cycle of review ensures the design becomes more polished and targeted. As changes are made, confidence grows that the solution truly fits training goals.
The real magic of this phase is its flexibility. By looping through design, feedback, and revision, the end product isn’t just instructor-approved—it’s stakeholder-endorsed and learner-centered, ready for the next stage of development.
Collaboration in the SAM Model
One of SAM’s hallmark strengths is its inherently collaborative approach. Far from a solitary, assembly-line process, SAM draws in subject matter experts, stakeholders, designers, and developers at every major milestone—inviting collective insight rather than relying on isolated silos.
Here’s how it unfolds in practice:
- Frequent Feedback Loops: Prototypes are shared early and often with all involved parties, opening up rich opportunities for cross-functional input—not just at the beginning or end, but throughout the entire project.
- Real-Time Refinement: Feedback isn’t shelved for the next major project overhaul; it’s woven immediately into the next iteration, ensuring the learning experience evolves in lockstep with stakeholder vision and learner needs.
- Streamlined Communication: Leveraging review platforms such as
zipBoard orFrame.io , teams can centralize commentary, minimize confusion, and keep everyone reading from the same playbook.
The result? A learning product shaped by many perspectives—fine-tuned to fit organizational goals, learner preferences, and the expertise of key contributors—without any of the “lost in translation” moments that plague more rigid, one-directional models.
The Importance of the Savvy Start
The “savvy start” sits at the heart of the
Think of it as an energetic kickoff. This session is where rough ideas spark, initial learner needs are tossed into the ring, and the project’s big-picture goals start coming into focus. No one expects polish here; in fact, quick-and-dirty prototypes or skeletal storyboards are a good sign the team is openly sharing, tweaking, and testing before anyone gets too attached to a single direction.
The savvy start ensures everyone’s voices are heard early and sets the stage for the rapid, iterative cycles that define the rest of





