This scenario-based eLearning experience helps instructors and sales associates make appropriate decisions to recover customers after accidentally breaking their creations in a pottery studio. It provides instructors and sales associates a foundation for handling real-life customer service recovery situations. I also implemented xAPI to track learner behaviors and JavaScript to include a downloadable PDF certificate of completion with the learner's name and date. Parts of the scenario, xAPI, and JavaScript, have been modified for demo purposes per agreement with the client.
Audience: New and seasonal instructors and sales associates in a ceramic studio
Responsibilities: Instructional Design, eLearning Development, Graphic Design, xAPI & JavaScript Implementation
Tools Used: Articulate Storyline 360, Adobe XD, Adobe Illustrator, Adobe After Effects, Adobe Media Encoder, Visual Studio Code, JSHint, Veracity LRS, MindMeister, Google Docs
Soon after the implementation of a monthly sales goal, The Sales team at the Radiant Rays Tanning Salon Corporate Office noticed that business was declining due to negative reviews about pushy sales tactics. Understanding the importance of a sales goal, the team didn’t want to discontinue the practice. After deciding that 5-star reviews were equally as important to the team as increasing sales, they reached out for help.
After careful analysis with the client, I determined that the problem was performance-related and caused by the sales associates’ lack of knowledge of low-pressure selling techniques. To solve the performance problem, I proposed an immersive scenario-based eLearning experience to help sales associates practice using low-pressure sales techniques in a real-world setting. Keeping customer reviews in mind, the learning experience would help the learner make a connection between using low-pressure sales strategies and receiving positive customer reviews.
After assessing the biggest pain points with the client, I met and consulted with the Subject Matter Expert (SME). We defined the goal and identified the specific steps that instructors and associates should take after accidentally breaking a customer’s piece.
With that information, I developed an action map and created a text-based storyboard. I began working on the visual mockups for the scenario-based eLearning experience in Adobe XD. I also used Adobe Illustrator to create visual assets.
I created a visual storyboard for the client to see how the text and images would work together. From there, I developed an interactive prototype in Articulate Storyline 360. After the client approved the interactive prototype, I fully developed the project in Articulate Storyline 360.
To monitor the learner experience and collect data, I implemented custom xAPI to track choices and determine if the learner utilized the mentor and other relevant metrics throughout the scenario. This helped show the client where their employees were struggling the most with customer service recovery.
I worked with a Subject Matter Expert (SME) to develop an action map and define the overall goal. I guided the expert to identify actions that instructors and sales associates would take to go through a customer service recovery experience successfully.
Then, the SME prioritized key actions that the instructor and associate must perform to make the entire experience successful. The client approved the actions for the eLearning experience, and I moved forward to create a text-based storyboard.
Once I identified all high-priority observable tasks and behaviors through action mapping, I drafted and iterated on a text-based storyboard to serve as a blueprint for my final product.
To best help the learners meet the established performance goal, I prioritized the main features I wanted to include in the experience. It was important that the final product was scenario-driven and based on selected actions in the action map to avoid information overload.
Another priority was to include learner feedback based on selected choices. Through a mix of sound effects, wording, and visual design, the learner would receive positive reinforcement for correct decisions. The learner would watch the consequence scenario play out for incorrect choices, learn from it, and try again.
Once I prioritized the critical assets of the course, I had a clear path for completing the storyboard in a way that would best help engage the learner in the scenario. I also included a mentor and a job aid to help the audience access helpful information when needed.
The storyboard was an essential part of my design process because it’s where I embedded substantial instructional practice and learning theory to make the experience ideal for the learners.
Once the text-based storyboard was revised and approved, I began creating visual mockups for the scenario in Adobe XD. Adobe XD allowed me to experiment with visual elements and layouts in order to settle on something that felt polished and immersive.
I maintained a consistent visual style for each element, from the background to the characters. I also created a custom color palette based on my title slide’s background illustration and got to work on editing each asset to match the color scheme using Affinity Designer, a vector editing software.
Another priority was to maintain a logical narrative, which meant sourcing and editing three different airports to have realistic departure and arrival destinations (including the remote airport the flight may be diverted to). Lastly, I designed the prompt boxes, buttons, and font to reinforce the goal of de-escalation, which led to the minimalist prompts and subtly rounded corners.
Satisfied with the look and feel of my mockups, I developed a visual storyboard to combine the visual mockups and text-based script. Then, it was time to recreate everything in Articulate Storyline 360 to further refine the elements and implement interactivity.
After completing a style guide, I used Adobe XD to create a slide for each changing situation and scene in my learning experience. I made a mentor slide, a slide for question one, and correct and incorrect consequence slides. I iterated on these slides until all visual and instructional information flowed together seamlessly and made sense for the learner.
For this client project, I used Articulate Storyline 360 to create the interactive prototype, which I had planned out visually in Adobe XD beforehand. The prototype consisted of the opening screen, an introduction to the scenario in which the learner meets the mentor, and the first question with correct and incorrect prompts.
Feedback from my client and SMEs was crucial as I wanted to ensure that the content flowed from the storyboard. I also addressed any issues with user experience and user interface design early on in the project. Some of the feedback from my client included updating the policy and having the corresponding question, mentor slide, and questions reflect the new information.
Another improvement that I made was adjusting the visual paths the learner would take to create some variation. I received additional feedback to address any user interface issues with buttons, states, and functionality.
I conducted additional testing after applying the necessary changes from the feedback that I received. Once the prototype was approved, I moved the project into full development, working in Articulate Storyline 360.
The full development of the scenario in Articulate Storyline 360 was straightforward and efficient now that all elements had been created and a programming framework for each consequence was established.
Custom Visuals: I sourced each visual asset from an image repository and edited them using Affinity Designer to maintain immersion and cohesive look. This included resizing, editing layers, recoloring individual elements, and merging assets.
Custom Animations: I achieved the airplane animation sequence by importing the customized airplane vector and setting it along a motion path timed with audio of airplane take-offs and landings. This animation bookends each consequence to maintain continuity throughout the experience and transitions to the airline’s headquarters. I also created a passenger call light used to indicate the request for assistance. A looping animation of the flashing glow around the call light was achieved through two layers fading out and into each other cued to the an airplane notification sound.
Prescriptive Feedback - Mentor: For each question, the learner can access a mentor named flight leader Kelly to provide suggestions for their responses. This mentor helps steer the learner toward the correct behavior while providing explanations for why that choice is effective. I created the custom mentor button using Affinity Designer to incorporate the mentor cleanly into each question prompt.
Gamification - Passenger Anger Meter: I incorporated the anger meter as light gamification to help boost learner engagement and contextualize the emotion of the passenger’s dialogue. Seeing the meter increase or decrease alongside choices provides immediate feedback while building toward the customer satisfaction reports. I made the decision to have the meter decrease with correct choices in order to parallel the intended de-escalation of the passenger’s anger.
Customer Satisfaction Reports: In addition to the anger meter, customer satisfaction reports are earned and presented at the end of the experience. The learner is initially shown a five-star rating scale followed by a detailed response from the passenger. There are three different reports a learner can see depending on choices selected. Each detailed review provides clues for the learner to help answer the question correctly if they got it wrong.
Scenario Branching - Diverting the Flight: One of the incorrect choices in question 2 leads the learner to question 2.5 where the situation has escalated significantly and they have one last chance to de-escalate. Correctly answering this question moves the learner along to question 3, while Incorrectly answering this question causes the flight to be diverted to a remote airport. I created a newspaper to show for this outcome to simulate the disastrous media attention of flight diversions for airlines.
I gained quite a few takeaways about the instructional design process throughout working on this project. I will take these lessons with me as I continue to upskill and work on more learning experiences to showcase my skills.
Keep it Learner-Centered: I had various creative ideas throughout the process that I wanted to implement. However, before trying each concept, I asked myself questions like, “will this help keep the learner engaged in the scenario?” and, “how does this change enhance the learning experience?” By considering, I ensured that all of my decisions were made for the learner and not for myself.
Iteration is Key: Throughout this process, I truly learned how helpful feedback could be. Your community or peers can often provide a different perspective you may not have considered. Looking through feedback helped me focus on the learner’s needs and kept me focused on delivering an exceptional learning experience for them.
Embrace Problem-Solving: There were many times throughout this process when I ran into road bumps and struggled to fix the problem quickly. I learned that I learn best through the problem-solving process. I’m more likely to retain information and develop my skills if I work to solve a problem independently, rather than just having someone tell me how to do it.
There’s Always a Solution: I often questioned how to use certain Storyline features to carry out my vision. Whenever something didn’t work the way I had planned, I found there was always a solution or workaround to help create the scene or trigger I had in mind. The possibilities are endless with Storyline!