LHT Learning & Tier 1 Performance

My Role in the Design & Development Process:

• • I met weekly (and sometimes bi-weekly) with SMEs to work through the subject matter using an active, accessible outline document. All changes were tracked. I provided suggestions in comments and asked questions to ensure sound instructional design.

  • While working on the outline, I was also building the course in Articulate Rise. By the time the outline was approved by the SMEs, I had built the majority of the course. This process saved time and money.

  • Next, the SMEs reviewed the course using Articulate's review features until they were satisfied and we had met the agreed-upon timeline.

My Design Strategy:

• • Using a closed-system AI, I curated and organized the highly technical outline, providing suggestions to streamline the content and reduce cognitive load.

  • Graphics: I selected Articulate Rise graphics and included the company's brand icons, images, and YouTube tutorial videos.

  • Varied user interactions were selected in the course using Articulate Rise's features.

  • Learning scenario-based questions were applied to a data table for comparing software application use cases.

  • Formative scenario-based assessments were created after each main lesson for learners to apply their knowledge to real-life situations. AI was helpful for generating appropriate distractors for answers.

Results: 

The SMEs were thrilled with the collaborative process and the time it took to efficiently design and develop the course for their technical sales systems engineers and channel partners. The presentation was well received, provided important information in a timely manner to support additional product sales, and it inspired additional projects!

Solution: 2 Inititiatives

• • Initiative 1: Design ~20 compliance VILT internal trainings for onboarding new employees and/or providing a refresher to existing employees on current compliance policies

  • Initiative 2: Design 10 microlearnings to be developed in Lectora. These compliance courses were to be approximately 10 minutes long and assigned to specific employees for completion. To validate and evaluate the training, xAPI was added to track data (e.g., who completed the course, how long the learner was on a page, correct/incorrect answers, how long it took to complete the course, etc.).

My Role in the Design & Development Process for Curriculum VILTs (~20)

• • Standardized the visual design of the content for uniformity across the curriculum, but the graphic designers created the Microsoft PowerPoint templates according to the company's branding.

  • ~Drafted ~20 VILTs by curating and organizing the content according to the main ideas of the company's compliance policies. I provided most of the "nuts and bolts" in the speaker's notes, and balanced the slides with graphics, branded icons, and main-idea bullet points to reduce cognitive load.

  • Wrote scenario-based questions to provide real-life examples of common compliance issues.

  • Tracked changes for the entire curriculum of VILTs.

My Role in the Design & Development Process for Curriculum Microlearnings (10)

• • Created a Microsoft Word microlearning storyboard template so a team of Instructional Designers could consistently carry standard design elements and wording throughout all 10 compliance-based microlearnings. 

  • Wrote and designed 3 (of the 10) storyboards using company compliance policy information and a client-approved outline framework for the course.

  • Applied closed-system AI to generate scenario-based assessments for knowledge application to real-life compliance situations.

  • Designed content for 2 infographics to provide additional real-life situations and case studies to help learners recall important information.  These were then designed by graphic designers.

  • Reviewed wireframe prototypes developed by graphic designers for these courses in Figma to ensure the images aligned with my vision and ideas for interactivity. These courses were then developed in Lectora by program developers.

  • Reviewed and edited these courses to ensure proper functionality and flow, resulting in a consistent, logical user experience.

  • Created change logs and tracked changes for the entire curriculum of 10 microlearnings.

Results: 

The client loved the "boutique" feel of working with the team and was very happy with the learning solutions. The Chief Compliance Officer could now prove to regulators that employees received training on specific compliance topics in the highly regulated pharmaceutical industry. Positive feedback led to additional eLearning SOWs for more compliance-related learning solutions.

Solution:

• • Develop 5-6 microbiology curriculum eLearnings in Lectora or Articulate Storyline (switched midway for better mobile use) for applicable employees to provide performance support and update outdated training materials and protocols.

My Role in the Design and Development Process:

• • Using approved outlines, I authored 3 30-minute storyboards covering an introduction to microorganisms, hygienic design, and microbial contamination control.

  • Wrote a video script for several of these eLearning courses. A video was used as an introduction to capture learners' attention and explain why the course was essential for their daily work.

  • Applied various interaction types, knowledge checks, scenario-based questions, and summative assessments into these courses.

  • Reviewed wireframe prototypes developed by graphic designers for these courses in Figma to ensure the images aligned with my vision and ideas for interactivity. These courses were then developed in Lectora or Articulate Storyline by program developers.

  • Reviewed and edited these courses to ensure proper functionality and flow, resulting in a consistent, logical user experience.

  • Created change logs and tracked changes for the entire curriculum of 10 microlearnings.

Results: 

Received positive feedback from the client. These courses completed the compliance check boxes, filled knowledge and performance gaps, and were visually appealing. 

My Challenge and Role in the Design Process:

• • I was provided with the company's global trade policy for this overview video. It was supposed to be short (3 minutes). The project manager and I worked with the client's 2 international SMEs to define the scope and agreed that I could create 3 summative assessment questions.

  • I used a closed-system AI tool to capture the content at a high level and even asked it for illustrative suggestions for the graphic designer. I tweaked the content to ensure it captured the essential elements accurately. All in all, I really liked how everything came together in the script and storyboard. Then the challenges with the client started!

  • Upper management told SMEs that specific questions/answers must be included in the assessment after I had made my first draft. The content for these questions/answers was not all within the policy I was given, nor were these what I would consider "high-level" for an overview course. I explained the situation in terms of learning design to the SMEs, so they agreed to a course rework.

  • I had to work backward to design a course based on the questions, ensuring that the objectives, content, and assessment were appropriately aligned for sound instructional design. 

  • The SMEs were very challenging. I had to explain my reasoning for any change, or potential change, I made. For example, my "understanding" and your "understanding" could be very different and cannot be truly tested. Therefore, the word "understand" should not be used within an objective. Performance-based objectives can be measured.

Results:

• The video they ultimately agreed on was significantly larger in scope, including all the additional content necessary to incorporate the mandated assessment questions/answers. The video was nearly 9 minutes long, but they were happy with the results. Thankfully, the SOW had a clause for this circumstance, and the client had to accommodate the increased length.

• The graphic elements in the video worked very well, and the graphic designer incorporated many of the illustrative ideas generated by the AI tool.

My Reflection:

It would have been beneficial to participate in the analysis phase. Involving the decision-maker stakeholders earlier in the process would have been helpful as well. As a result, the issues we experience might have been minimized.