Audience: The primary learners for this course are counselors who work at The Ten-Four Project and interact with clients. It is designed for adult learners with little to no knowledge of basic financial literacy. 

Business Problem: The Ten Four Project wants to launch a Financial Literacy Pilot Program; however, they learned through a survey that 90% of their counselors were not well educated in basic financial literacy themselves. 

Solution: A training that will allow counselors to efficiently explain, answer, and discuss the information necessary to advise clients on basic financial literacy and lead to the launch of their pilot program.

Process: My process began with a comprehensive needs analysis to ensure the project was grounded in clear business objectives by identifying the core business problem, articulating a measurable goal, and profiling the target audience. The insights from this analysis guided my design document and decision to develop the course using Articulate Storyline. With this blueprint, I authored a storyboard to visually map out the entire learning experience, from the content flow to the specific user interactions. To ensure flexibility and stakeholder alignment, I adopted an Agile framework. This iterative approach facilitated continuous feedback loops and revisions, resulting in a highly refined and effective final product.

Evaluation: 

Level 2: Knowledge checks and a 5-question scenario-based quiz.

Level 3: A post-training employee survey to assess how often and confidently they are applying financial literacy concepts when advising clients, as well as client surveys to determine if there has been an increase in support and financial guidance. 

Lessons Learned: I learned the importance of reducing cognitive load and using scenario-based learning to help increase learner retention. 

Audience: The primary learners for this training are new sales agents with little to no experience in the Tile industry. 

Business Problem: New employees lack the knowledge needed to answer basic questions regarding company products.

Solution: An onboarding training that will result in employees being able to efficiently answer questions, recommend products, and initiate sample sales. 

Process: Using the ADDIE framework, I began by conducting a thorough needs analysis to uncover performance gaps and confirm the business goal of increasing sales by 10% through improved product knowledge for new agents. I used FigJam to map out the course flow, which informed the creation of a comprehensive design document. From there, I developed a storyboard to detail visuals and interactive scenarios, ensuring alignment with both learning objectives and business outcomes. The storyboard was then developed into a responsive, interactive course in Articulate Rise, incorporating multimedia, knowledge checks, and scenario-based quizzes.

Evaluation: 

Level 2: Ungraded knowledge checks and a 4-question scenario-based quiz.

Level 3: A behavior-based evaluation system that includes a structured customer feedback form designed to assess observable changes in employee performance from the customer’s perspective. Additionally, employees maintain and update a Professional Development Plan monthly, documenting how they have applied newly acquired skills and knowledge in their daily work, with manager check-ins to verify on-the-job behavioral changes.

Lessons Learned: I learned how to accept feedback in a positive way by collaborating with experienced mentors. I also learned the importance of implementing that feedback for a more well-rounded course.