Steps to create an educational platform (a brief guide with simplified steps)

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  • November 27, 2023
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The popularity that self-learning platforms have received in recent times has made the idea of ​​creating an educational platform on the radar of many entrepreneurs. This is due to the tendency of many individuals to rely on self-learning to learn basic and additional skills that will benefit them in life and career.

In this article, we will explain the steps for creating an educational platform in a simplified manner and without going into complex technical details.

1. Determine the target audience

The first and most important step in the process of creating an educational platform is Determine the target audience Its characteristics and details. Any educational platform must be directed towards a specific category of students studying a specific field or graduates who would like to increase their information and experience in a specific field.

You need to know all the details about your target audience and then segment them into categories according to their importance to the direction of your platform.

For example, the gender of the target audience is an important factor for some platforms that aim to specialize in teaching females certain fields.

As for educational platforms that aim to provide content that suits both genders, they do not primarily care about the gender of their audience. This is due to the interest of these platforms in providing special courses in general fields such as economics, business, languages, etc.

2. Determine the educational content

Some consider identifying the target audience and educational content as two steps that take place at the same time or as one step during the creation of any educational platform. This is because identifying the target audience reveals the educational content that suits them and that should be available to them through the platform.

For example, if your audience is university students, your platform must provide topics that suit these students. You can provide content that you believe may benefit students in their years of study or qualify them for the job market for this study.

If they are graduates, they may be provided with complementary academic content for what they have studied or courses that provide practical application of their field of work on the ground.

Focus on determining the content of your educational platform that you will specialize in when you first launch it, and then determine the content that complements it later.

3. Identify sources of educational content

Determining the educational content imposes on you the sources that you will rely on to explain it. There are areas that force you to rely on trainers and teachers specialized in teaching it, such as technical content for fields such as programming and… data analysis.

On the other hand, there are areas where it is easy to find free content on the Internet and add it to your educational platform. This may be content related to learning languages ​​or basic computer skills such as dealing with Microsoft Office programs.

Of course, even free content has intellectual rights. This means that you cannot add it to your platform except after consulting its owners and perhaps paying small amounts for them to add it to your educational platform legally. However, this type of content remains less expensive than the first type.

You need to determine the sources of educational content that will be available through your platform and calculate its cost. This is because calculating the cost of this content will affect the platform’s operating system, whether it is free or paid.

4. Determine the learning style

The cornerstone of the process of creating an educational platform is its learning style. You can rely on one of the following educational methods (or even a combination of them) to display the educational content of your platform and teach its pioneers:

A) Learning through a teacher or Instructor-Led Learning

This method relies on the presence of a teacher who leads the learning process and provides educational content and guides students during the lessons.

The teacher uses this method Presentations Group discussions and interactive activities to teach users effectively.

b) Self-Paced Learning

This method allows students to learn according to their own style and schedule. In this method, educational content is available all the time and students can access it and learn from it on their own.

Self-paced learning content may include written content, videos, and interactive quizzes to enhance the learning process.

c) Cooperative learning or Collaborative Learning

This method focuses on collaboration and interaction between students. In this method, students collaborate together in small groups or in a virtual environment to solve problems and discuss concepts through the use of dialogues and group projects to support collaborative learning among them.

D) Interactive learning

This method enhances interaction between students and the educational content. This method includes multiple optional questions to increase interaction and engagement, unlike many innovative and interactive methods and methods to make learning more engaging and interactive, such as:

  • Interactive activities and applications.
  • Educational games.
  • Virtual simulation.

e) Learning by looking at problems or Problem-Based Learning

This method is based on presenting real problems that students must solve through analysis, research, and practical application of scientific concepts. Of course, this method provides additional resources to assist students during the problem-solving processes.

f) Content-Based Learning

This method relies on presenting educational content in an organized manner. Information and concepts are presented sequentially and gradually. This allows students to build knowledge gradually. This method also uses written educational materials and multimedia to deliver the content.

j) Exploratory learning

This approach encourages students to actively and independently explore concepts and knowledge. This is done through the resources and tools that this approach provides students to discover and experiment with concepts based on their personal interests and individual learning styles that suit them.

5. Determine the platform’s operating system

In this step, you will need to determine the platform’s operating system and its details. For example, will you provide the platform’s content for free to all trainees, or will it be paid, or will you rely on a combination of the two systems through which some courses will be provided for free and others for certain amounts.

In this step, you must also determine the payment system that you will rely on. Will you rely on a monthly or annual subscription system that allows subscribers to obtain all paid courses? Perhaps it is appropriate for you to set a price for each course available on the platform, and so on.

The platform’s operating system must take into account the costs of its establishment, especially ongoing costs such as rent Hosting Tag andDomain name To ensure their continuity, even free educational platforms rely on various methods to obtain funds to cover their operating costs, the most important of which is user donations.

6. Study competitors

In order to create a successful educational platform, you must: Study competitors You in the field Self-educationThis includes reviewing the most famous educational platforms in this field, such as:

You need to study the previous platforms in terms of their design, performance, and the offers they offer to users throughout the year.

also Study competitors Analyzing the marketing strategies they rely on will help you build a marketing plan for your educational platform.

7. Choosing the method of building and designing the platform

Now it is time to choose the technology or technical method that you will rely on to create your educational platform.

There are a large number of options that you can rely on to create your educational platform, the most important of which are:

  • Programming the entire website.
  • Create a website on the WordPress platform To create websites.
  • Website creation platforms and tools such as WIX.
  • Use an educational platform script ready to work directly on the hosting.

Choose the method that suits you in terms of costs, your technical experience, and your future plans for the format of your educational platform.

8. Choosing the platform’s educational content management system

In general, there are two basic systems for managing website content:

  • Content management system (CMS) or Content management system.
  • Learning management system (LMS) or learning management system.

Choosing the appropriate content management system for the educational platform depends on the learning style you will rely on. If the goal of your platform is to provide consistent learning content such as articles or lessons, you can use a content management system (CMS).

The most important tools that you can rely on in the field of content management system:

If the goal of your platform is to provide an interactive learning environment with capabilities to track student progress, choose a learning management system (LMS). You can rely on one of the following tools to implement the learning management system on your site:

9. Installing plugins and tools

Educational platforms rely on several tools and plugins to perform several basic tasks in the educational process. These tools include:

  • Educational content assessment tools.
  • Tools for sharing on social media platforms.
  • Discussion and collaboration tools such as user forums.
  • Tools that help users take notes and summaries of content.
  • Communication tools between trainers or teachers and students.

Selecting the right tools for your educational platform depends on the learning style of the platform and the location of the platform itself.

If you rely on WordPress to create your platform or one of the tools that depend on it, such as WIX, you will find multiple options that suit all your platform needs.

10. Platform experience

The goal of the previous steps is to create a useful and successful educational platform, but how can we be sure that this is what is actually done?

The answer is: Through experimentation, you need to test the educational platform you created in more than one form before launching it to the public finally.

The stages of the experiment start from the inside out. First, you and your work team try the platform as if you were a normal user, that is, start from trying out the user interface until completing a full course and obtaining its certificate to ensure that all aspects of the platform are working as required.

The next stage is to invite friends and acquaintances to try the platform and perhaps some specialists in the field of self-learning as well. Finally, you can invite a random sample of your target audience to try the platform and express their opinion about it.

Experimenting with the platform will help you launch it as successfully, effectively, and error-free as possible. Also, through experience, you can know the shortcomings of the platform, address them immediately, and design updates and appropriate development plans for it in the future.

11. Create a digital presence for the platform other than its website

The educational platform needs to be present digitally on a variety of sites and platforms and through several methods. For example, you must create pages for your platform on social media sites such as Facebook and Instagram.

You also need to create platform-specific channels on YouTube and Tik Tok and add promotional and introductory videos for the platform on them.

You can rely on all the previous platforms or sites to alert your target audience about the existence of your platform and the training courses you offer.

Finally, you can use other means to spread your platform digitally, such as collaborating with influencers in the field of self-learning or… Content marketing.

Being present on these channels will help you build your customer base and make it easier for you to market your educational platform.


Creating an educational platform is considered a continuous process as it needs constant renewal and updating. Make sure to add new content to your educational platform and update the method of displaying and managing this content and even its additional tools.

Are you thinking about creating your own educational platform? Share with us the areas you intend to specialize in teaching through your platform in the comments.

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