Define the job and the audience
Name the procedure, equipment, and operators the experience is for. Describe what learners already know and what they need to demonstrate afterward. A new hire learning an assembly sequence has a different need from an experienced operator learning a revised setup.
Describe why VR is useful for this particular task. Access to the real machine may be limited, the sequence may be difficult to explain in text, or learners may need repeated practice with part positioning. The reason should connect to the training objective.
Inventory the source material
List the approved SOP, demonstration recordings, drawings, CAD, existing training, and assessment criteria. Identify the owner who can confirm that these represent the current job. If sources conflict, resolve the method before building the simulation.
For 3D models, identify what can be shared and which objects require preparation. A complete machine model can contain detail that does not help the exercise. Focus the brief on the components, controls, positions, and visibility needed for learning.
Specify the interactions and the checks
Write a simple table with four columns: instruction, trainee action, correct result, and feedback. This makes custom VR development easier to assess than a request for a “realistic environment.”
For an illustrative bracket task, the trainee might identify a component, move it to a defined position, complete the sequence, and identify the final visual check. Define whether help is available, whether order matters, and what evidence the assessor needs. Avoid adding interactions merely because they are possible in VR.
Agree on deployment and change ownership
Identify where operators will train, who manages the devices, how sessions are assigned, and where completion is recorded. Include the connection to your LMS and the practical assessment that follows the exercise.
Agree on how a procedure change becomes a training update. Your brief should name the content owner, approval path, affected models, test process, and version record. A first project can focus on one complete task, including its update workflow, before expanding to a larger training library.
Bring this brief to a Seneca demo with a sample recording and available CAD. It gives the discussion a concrete scope for a custom industrial VR training solution.