Branching Scenario

An innovative training that will teach field associates core selling skills that would provide each patient a vision solution that they need.

Project Details

This project came out of a need to teach our field associates core selling skills that would provide each patient a vision solution that they need. Since this was an important initiative brought forward by our CEO, we committed to building an interactive branching scenario, an eLearning we’d never created in our organization before.

For the project, I served as the project lead. I organized the rest of the team and delegated tasks in order to complete the project within a short-time frame. I met regularly with senior leaders serving as stakeholders and subject matter experts to provide updates and get feedback. Materials for feedback were always sent out in advance for review and I would schedule working sessions in order to allow for a collaborative feedback experience.

I built all the technical aspects of the project. This includes three unique branching scenarios and five videos that highlighted key concepts that we wanted to share with our learners. Unless noted, I created all the video scripts, the imagery used throughout the training, the video voice-overs, captioning for the videos to make them accessible, and editing of the videos.

Tools Used

Planning & Drafting the Scenarios

This project took the whole team cooperating to get it completed in a short span of time.

3 of my teammates each worked on creating an interactive scenario that demonstrated a topic we wanted to highlight to help associates provide the best solution for our patients.

We used the online software Twine to outline our scenarios. This made it easy to draft out the possibilities, rather than building directly in Storyline.

I taught the team how to use the software, and once the scenarios were finished, I was able to export as an interactive PDF so that it would be easy for subject matter experts and stake holders to review.

Building the Scenarios in eLearning

Once the scenario outlines were approved by our SMEs I created all the images and built them directly into Storyline.

At the request of our stakeholders, if an associate goes down the wrong path in the scenario, they are automatically taken back to the beginning until they are successful. As well, at the bottom of each “slide” associates can restart the scenario as well.

After an introduction video, learners are immediately taken into an interactive scenario. Once they complete the scenario, they watch a teaching video highlighting key concepts our SMEs and Stakeholders wanted to touch on.

They are then led into the next scenario, through the course, finishing up with a final closing video.

eLearning Preview

Each interactive scenario starts off with an introduction of the patient. If other characters are introduced (in this case our front desk worker, called a Patient Service Coordinator), we’ve made their interactions interactive for the learner too. These quickly lead into the learner’s role as the eyewear consultant looking to serve the patient’s needs.

At the end of an unsuccessful scenario, the associate is given feedback based on their response.

They will restart the scenario in order to be successful.

The course is set up that if an associate is unsuccessful, their answers remain marked so that they don’t take the same unsuccessful path twice.

Additional Project Details

All of the images used throughout the project were created using imagery from Canva, Microsoft PowerPoint, and internal images/footage where necessary.

The videos were edited in Adobe Premiere Pro. Additional edits to the characters (facial expressions/poses) were done in Photoshop.

Turning ODs into Teachers

Working closely with my SME, we worked to create a series of resources to help our OD population share optometry information with the rest of the staff.

Project Details

The leadership team for our doctors wanted to enable them to share optometry information to the rest of the staff to, in turn, educate our patients. We worked together to create a short and simple in-person training guide that would allow the doctors to share their professional knowledge on the topic while making it interactive for the team.

To avoid sharing proprietary information, I have omitted confidential information in this case study.

Tools Used:

Making the content accessible

I took this project over from another team member who had originally created everything in PowerPoint. While I had access to other professional tools, using PowerPoint would allow anyone to edit it in the future, since most individuals have a subscription to Microsoft Office Products through the company or personally. I kept with PowerPoint as it allows more flexibility with image and text placement.

In addition I had to make sure that the content was accessible to the learners. My subject matter expert was very passionate about the topics, however it was presented at a very detailed level, which wouldn’t resonate with the staff who didn’t have the same medical background as my subject matter expert and the optometrists presenting the material. I was able to provide a novice audience’s perspective so that the material could be adapted to make sense.

For the project we decided to create a learner guide for the associates that provided information about the topic and to accompany it the optometrist would use a leader guide which had an image of the learner guide with additional notes on the side to lead a session on the topic of the series. This way, the optometrist leading the session could see what the learner was viewing and work through the resource together.

I worked closely with the SME to create a product that would appeal to the optometrists so that they shared it with their staff. We added extra information that would appeal to them but made sure the design was simple to implement.

This image has an empty alt attribute; its file name is DrWhy_Leader.jpg
An example of the Leader Guide, which included an image of the Learner Guide and notes to assist the leader during the presentation.

Design Inspiration

As with any of our products, we wanted to make sure to match the look and feel of the style guide outlined by marketing. For this project in particular I took inspiration from informational bookmarks we have in the offices. These bookmarks for the patients provide information about particular eye diseases or conditions. This way an associate could use the book mark as a starting point to talk about what they had learned with their optometrist.

This image has an empty alt attribute; its file name is DigitalStrain_Bookmark@0.5x-971x1024.png
Digital Eye Strain bookmarks created by Marketing that were used for visual consistency/inspiration.