Problem: The company hired a new team of internal Medicare Sales Agents, but they had record low sales and high complaints because this team had not received consistent or formalized sales training before.
Learning Solution: We developed a comprehensive onboarding training curriculum that all current and future new hires would be required to complete. Training topics included: Medicare basics, sales methodology, Medicare products, marketing strategies, systems and tools. The training ended with a capstone course called "Day in the life" where agents could apply everything they had learned through real-world scenarios and role-play activities. I also spearheaded the use of our LMS' gamified curriculum controls and embedded games, points, leaderboards, and badges into this build. This was the first gamified curriculum ever developed at our company. Since this information is proprietary, only the facilitator guide for the initial "Welcome" lesson of this curriculum is provided.
Impact: Within three months after training, Medicare sales for this internal team increased while their reported complaints decreased. Soon after, external agency managers requested that we customize this training for external agents so they could leverage this comprehensive onboarding curriculum for their new hires as well.
In addition, once we pioneered the LMS' gamification controls, many other learning and design teams referenced our work to create their own gamified trainings with points, leaderboards, and badges.
My Role: In collaboration with our Senior Manager and Director, we performed a thorough needs analysis to identify the scope and design plan for this project. I hosted brainstorming sessions with our multimedia specialist to create the Olympic Decathlon design theme (inspired by the variety of topics covered in such a short period). I also worked with the LMS team to explore the gamification controls in SumTotal. Together with a team of four designers, we developed and implemented all 53 VILT lessons of this project.
Development Time: 6 months
Seat Time: 2 weeks
Adobe Connect
SumTotal LMS
Snagit
PowerPoint
Word
Excel
Adobe PDF
Adobe Stock
Adult learning theory
Leadership
Project management
Storytelling
Graphic design
Needs analysis
Creative problem solving
Critical thinking
Email me at melinda.gloria.santos@gmail.com
Follow me on LinkedIn at Linkedin.com/in/melindasantos/