Training Facilitation
Corporate & Nonprofit Training
Synchronous VILT & ILT
Asynchronous Microlearning & E-Learning
Blended Learning Training Strategy
Project Title: Workday LMS Transition Project - Communication & Training Plan
Tool Used in Development: MS Word
Client: Oregon Department of Education
Challenge: Provide a draft plan for how the ODE agency should communicate with and train staff for the transition from the iLearn Learning Management System to the Workday Learning Learning Management System.
Keep the following in mind:
● Some of the staff are not familiar with technology and find it difficult to learn new processes. They will need guidance and support with the transition.
● Some of the staff are experts with technology and need very little guidance or support.
● Staff members are based in offices and in the Oregon School for the Deaf with varying schedules and work hours.
● Include plans for Universal Design - ensure trainings are accessible and are created equitability for all staff.
● Offer a variety of training types - virtual live, asynchronous, etc.
● The timeframe for this plan should be one calendar month
● ODE uses the following modes of communication:
○ Intranet announcements
○ Email signature line announcements
○ Meetings
○ Include other ways to communicate
○ NOTE: ODE does not send all-staff emails
Solution: This proposal was submitted to the ODE Instructional Design team for review. Unfortunately, the project was cancelled due to lack of funding.
Virtual Instructor-Led Training (VILT)
Project Title: Leading a Team in a Hybrid Work Model
Tool Used in Development: AhaSlides, Canva, Powtoon
Client: NAVEX Global
Challenge: On a video conference, facilitate a presentation to leaders on how to lead hybrid teams.
Solution: I used AhaSlides as a way to engage learners in the introduction of a VILT presentation on how to lead a team in a hybrid work model. The introduction also included a short video in Powtoon about the pros and cons of working from home and how a hybrid work model solves some of the problems associated with working from home. I used AhaSlides throughout the presentation to get immediate feedback from the audience on each topic covered.
Results: This VILT session will be one of many in the company's Leaders Leading Leaders program.
Asynchronous Microlearning
Project Title: SQUARETOWN - Where Businesses Use Square
Tools Used in Development: Articulate Rise 360, Google Cloud
Client: Square L&D
Challenge: Build a prototype of a digital learning game that teaches Square Customer Service Advocates the daily realities of running a business and gives examples of relevant Square product recommendations.
Solution: Create a prototype of a microlearning module that focuses on a retail business in a fictional location called Squaretown.
Strategies: These are some of the strategic decisions I made about the instruction in this prototype:
Microlearning - A microlearning module will work well for CS Advocate training. The training is short and works on any mobile device. CS employees can complete the module when they have time.
Organized by Type of Business - A key to providing relevant product recommendations during a customer service call is to know the type of business the customer is running. When a CS Advocate is on a customer service call, they can ask the customer about the type of business they run.
Develop Empathy - I want to provide a realistic scenario for the learner where they learn directly from a business owner about some key issues they struggle with in their business. The scenario will include the financial and human effects of each struggle which will help the learner develop empathy for business issues.
Model Relationship-Building - A conversational approach will be used in the scenario to model how a CS Advocate can learn from a customer by connecting through conversation. Relationship-building is important to build trust and retain customers.
Include a Job Aid - I would develop a Job Aid - a one-page reference sheet for CS Advocates that lists relevant Square products to recommend for each type of business. CS employees can keep this cheat sheet at their station and refer to it during customer service calls.
Assessment: CS Advocates will demonstrate their mastery of the learning goal - to make relevant Square product recommendations for a specific type of business - by completing a summative learning game. The game will provide summative assessment results of learning and record a learner's level of mastery, such as 80% or higher.
I built a sample prototype using Articulate Rise 360 e-learning software:
Prototype Issue: In a more accurate prototype, the final section called RELEVANT RETAIL RECOMMENDATIONS will be a game instead of a drag-n-drop activity. The learner will earn a badge as a reward to successful level of game completion, such as: 80% mastery for Bronze, 90% mastery for Silver and 100% mastery for Gold.
An example of a Storyline game that could be used as a model and customized is: SAMPLE STORYLINE GAME.
NOTE: Articulate Rise rapid prototyping software has many limitations. If I had access to Articulate Storyline on my Mac computer (my subscription for Parallels on Mac has expired), I could create a better example of a game for this prototype. Articulate Storyline is a more robust development tool than Rise and I would build a game in Storyline and import it as a block into the Rise microlearning module.
Microlearning Modules: Each minicourse provides an interactive scenario of a business owner sharing some daily realities of their business. Relevant Square products for that type of business are explained. The last section of each microlearning module will be gamified so each microlearning module will be a standalone game.
A Retail Business
A Food & Beverage Business
A Restaurant
A Health & Fitness Business
Project Title: Travel Around the Town Square - A Digital Learning Campaign
Tool Used in Development: Canva
Client: Square L&D
Challenge: Build a prototype of a gamified learning campaign that teaches Square Customer Service Advocates the daily realities of running multiple businesses and gives examples of relevant Square product recommendations for each type of business.
Solution: Microlearning modules are completed as progress steps in a digital learning game. It uses a digital version of a Monopoly-like gameboard of the town square in our fictional location of Squaretown. As players complete a module, they make progress moving around the gameboard. The board includes gold stepping stones which can release Easter egg rewards. When the learner travels all around the gameboard, they are done and earn a badge to post on company social and communications apps. This learning game can be used as an individualized game for Square CS employees or implemented as a competition between employee teams.
Prototype Rubric Criteria includes:
Instructional strategy & assessment are appropriate for application of knowledge learned
Prototype is visually appealing, has gamification elements and meets the business problem
Prototype is creative and engaging
Instructor-Led Training (ILT)
Project Title: Introduction to Family Promise of Tualatin Valley
Tool Used in Development: MS PowerPoint & MS Word
Client: Family Promise of Tualatin Valley (FPTV)
Challenge: Facilitate live training sessions that inform interested volunteers about homelessness and the FPTV program.
Solution: I created a MS PowerPoint slideshow to use during instructor-led trainings for FPTV volunteers. During the training, I led volunteers in a role-playing scenario activity that used the Making Choices Spending Plan Handout. This experience put the volunteers in the role of an at-risk family. Volunteers would hear different real-life scenarios and had to make decisions that affected their housing, childcare, transportation, food and healthcare situations.
Results: Volunteers reported that they were more empathetic and compassionate with homeless residents after participating in the simulation activity.
Asynchronous E-Learning
Title: Onboard Training of New Customers
Tool Used in Development: Used Canva graphic design tool for the infographic handout; used Camtasia video recording/editing software & Audacity audio recording/editing software and posted on YouTube for the screencast video
Client: eRegister Express
Challenge: Onboard new customers onto the eRegister Express software as a service platform so that a new manager is familiar with the management dashboard and can set up their first online registration form.
Solution: I grouped tasks into 5 steps and developed a process infographic handout for host managers to follow. I also developed a screencast video that gives an overview of the management dashboard and demonstrates how to create a custom registration form.
Results: New managers are now trained efficiently in eRegister Express. After one training session managers are able to set up their own online registration sites and start using the eRegister Express platform to collect payments.