Overview
Audience: Broad audience of learners with beginner to intermediate personal finance skills.
Responsibilities: Content development, scripting, instructional design, and eLearning development
Tools Used: Articulate Storyline360, Canva, Vyond, WellSaid Labs
Product: Three-part microlearning series
Process: Rapid prototyping
Problem and Solution
During my time as a personal banker, I had the opportunity to educate young adults on the best practices for managing their personal finances. I learned that many adults lack some of the basic skills to plan for financial security.
I created this concept project to provide learners with a personalized pathway to learning relevant financial literacy skills. Each microlesson allows learners to practice the new skill and reflect or receive feedback on their decision-making.
​
Each lesson was designed with a single learning objective using Gagne's 9 Events of Instruction. Learners can complete each lesson in 5-7 minutes which increases the accessibility and engagement of the learning series
Process
Text-Based Storyboard
First I developed the following objectives for a three-part microlearning series using Bloom's Taxonomy: 1. Learners will make a budget. 2. Learners will practice raising their credit score by analyzing credit behaviors. 3. Learner will predict their retirement needs by using current lifestyle.
Next, I scripted an instructional video and built an authentic assessment component for each lesson in the series. Each video would introduce concepts necessary to achieve the stated objective. Also, I designed each activity to introduce learners to new tools that they could use for financial planning outside of the lesson. Learners get the chance to practice using each tool and reflect on how the concepts will affect their real-life decision making. I prioritized the transfer of learning into a real-world context.
​
Lastly, I combined these elements into a text-based storyboard. I used the storyboard to determine how learners would advance through each lesson. I also made notes about how the practices and scenarios should function in Storyline.
Development
I used Articulate Storyline360, WellsaidLabs, and Vyond to create rapid prototypes of each microlearning in this concept. I completed the entire series in a two-week design sprint.
I employed number variables, triggers, and gamification elements to give the learner a realistic opportunity to make financial decisions based in their personal reality. I used advanced knowledge of Storyline to make the lessons responsive to the learner's choices. There are even exercises that allow the learners to link to tools outside of storyline that can be used for future financial planning.
​
The lesson were developed to be independent learning activities. However, each lesson has unifying design elements--including characters in the instructional videos--that make them apart of a cohesive learning pathway. These lessons could easily be combined to make one big learning module.
