Complete Lesson
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Quick Facts
Professional lesson for Sales employees in a Fortune 500 company
This was designed to be used either in onboarding or as a tutorial prior to a Sales call/meeting
Tools used:
Articulate Rise
PowerPoint
Snagit / Camtasia
Canva
Context
The problem: Sales leadership requested "easy-to-digest" lessons on various services that employees could view for onboarding material or "in a hotel room the night before a sales meeting."
Priorities for the lessons were easy to read information as well as useable videos and reference guides for sales meetings.
This lesson was created in a professional setting for a Fortune 500 company. The target audience for this lesson is for both new upper-level Sales employees as well as those who may be unaware of these services.
This lesson is part of a larger series of learning modules for these roles.
Conditions
This was part of a larger series of content that took around five months to design and develop.
Estimated time for this lesson is around two weeks from analysis to development.
Role
My role in this project was as the lead analyst, designer, and developer.
I worked with SMEs and researched company services to identify the learning content. The SMEs provided feedback on the product throughout design and development.
I wrote all of the copy, designed the lesson, and developed the product in Articulate Rise.
Scope
This artifact is an original document that I created and is a final product that is still being used for sales training.
The estimated number of people using this learning product is based on company hiring.
Current estimate is that more than 250 people have used this in the past 8 months.
Competencies Shown:
Communication
The artifact represents hours of meetings, research, and writing. I communicated with SMEs and learning designers on the material to be covered in the lesson. I also wrote the text for the lesson in an easy to understand fashion. Supporting visuals and interactions communicate main points and primary learning objectives.
Analysis
I spent a good deal of time researching company services and analyzing what sales employees should know about those services. That research came through talks with SMEs as well as my own research from company documents.
Design
The lesson was designed to be incorporated into a larger sequence of onboarding training as well as function as a stand alone lesson. Principles of multimedia learning, dual processing theory, and systematic instruction are all evident here. Visuals and media are clean and support the primary learning objectives.
Technology and Media
The platform used for this lesson is Articulate Rise, a common training platform for corporate applications. Choices on interactions such as learning sequences and video were made to make the highest impact and learning transfer. Supporting documents are provided to assist learners in asking appropriate questions to customers.
Evaluation
Evaluation of this lesson was conducted throughout development. Input from SMEs and my colleagues in learning design assisted me when creating the lesson. About six months after use, minor tweaks were made to the lesson to accommodate recent changes in the company's services.
Management
I managed several stakeholders throughout the development of this lesson. SMEs, talent development leaders, and my training colleagues all provided input. I managed timelines, review cycles, and implementation of the lesson into the learning management system to meet deadlines.
Personal and Interpersonal
This project would not have come together without the help of the subject matter experts and training colleagues. The relationships I had with those people were crucial to making this lesson and others in the series come to fruition.