Design Documents / Storyboards

Features

• Clarifies the real-world performance problem and desired behavior change

• Frames the learning experience around clarity, confidence, and safety

• Aligns tone, flow, and expectations before development begins

• Anticipates learner misconceptions and real on-the-job scenarios

• Serves as an early alignment tool to reduce revisions and streamline build

This document served as the strategic foundation for the learning experience, outlining the problem , the learners, and the kind of on-the-job behavior the training needed to support. Rather than focusing on content alone, it helped frame the overall approach, including learning flow, scenarios to prioritize, and how the experience should feel for the learner. At a high level, it functioned as a shared reference point to align expectations before any development work began.

For this guest safety and compliance project, I used the document to clarify the learning goals, anticipate real-world challenges staff might face, and ensure the experience balanced accuracy with confidence-building. Owning the analysis and design allowed me to structure the course around practical application rather than simple recall, which streamlined development and reduced rework later. It also gave stakeholders an early opportunity to validate direction, helping ensure the final course supported consistent service, safer behaviors, and guest trust once learners completed the training. 

Features

• Identifies advisor decision points and confidence gaps in live conversations

• Centers ethical selling and customer trust over transactional tactics

• Establishes experience goals alongside performance goals

• Connects adult learning theory directly to business outcomes

• Validates direction early to ensure impact beyond course completion

This document set the direction for the learning experience by clarifying what needed to change in real sales conversations and how the training should support that shift. It captured the performance goal, the learner experience to aim for, and the overall structure before any scripting or development began. At a high level, it helped focus the work on decision-making, confidence, and ethical practice rather than just transferring sales information.

For this project, I used the document to surface real advisor challenges, identify emotional and cognitive blockers, and map the moments where learners needed support making sound choices. Leading the learning strategy allowed me to align the experience with business goals while keeping the customer experience front and center. By validating the approach early, the document reduced revisions and ensured the final Storyline course supported authentic conversations, stronger performance, and trust-building outcomes beyond simple completion.

Features

• Translates strategy into a screen-by-screen learner journey

• Maps branching decisions, adaptive paths, and interaction logic

• Scripts dialogue, feedback, and pacing to support learner confidence

• Plans triggers and gating in advance to reduce build friction

Creates a shared, reviewable blueprint before entering Storyline developmentThis storyboard translated the design document into a detailed, screen-by-screen learner experience. It mapped interactions, branching choices, feedback moments, and visual intent so the flow, pacing, and tone were fully defined before entering Storyline. At a high level, it served as the working bridge between design and development, making the experience tangible and reviewable before a single slide was built.

For this project, I used the storyboard to intentionally shape how learners moved through decisions, received guidance, and built confidence without added pressure. I authored it end to end, scripting dialogue, planning adaptive paths, and designing feedback that coached understanding rather than simply marking answers right or wrong. By resolving interaction logic and emotional pacing upfront, the storyboard ensured the final course delivered a polished, supportive experience aligned to both learner needs and business expectations.