1. Planning:

Range and scope of the Learning History are delineated. The people who are going to participate are selected, as learning historians or as audience. The central issues are defined. :Leading questions are: "What issues are to be addressed? What noticeable results of this project can be specified?"

These questions are also an area of inquiry in reflective conversation interviews.

Including people in the planning process develops a capacity in the organization being studied to plan and conduct descriptive evaluations.