Note: All content has been modified to protect company-specific information.
Play the video below to watch a screen recording of the course.
Business Need
I partnered with a team member to address a defined business need to teach employees about the company's customer loyalty program. We collaborated on the training theme and high-level outline. After my team member researched and compiled all needed information on the loyalty program, I translated the material into an interactive learning experience built in Storyline.
Articulate Storyline
Once the shared vision for the training was clear, I determined that Storyline was the ideal development tool. Its flexibility and advanced functionality allowed me to design a fully immersive, interactive learning environment tailored to the learner experience.
The Train Theme
During ideation, my partner and I aligned on a train-themed analogy to create a clear, progressive path through each tier of the Loyalty Program.
Interactivity
To enhance engagement, I designed the interactivity with inspiration from I Spy–style visual discovery, pairing themed objects with a cohesive vintage train aesthetic to create an exploratory, immersive experience.
Note: I created this training for a job interview showcase. No company-specific information is used in this training.
Work-Skill Showcase
I developed this CBT as part of a work-skill showcase for a job interview, designing a training that equips call center experts with practical de-escalation strategies for handling escalated customers. Within a two-day deadline, I conducted research, outlined the learning experience, and built the course from concept to completion.
Vyond
Although I could have selected any modality, I chose to create the learning experience in Vyond to intentionally step outside my comfort zone. Having never used the platform before, I leveraged this showcase as an opportunity to expand my technical skill set while delivering an engaging, scenario-based learning experience.
Storyline Structure
I structured the course around a call center expert named Lisa to humanize the content and help learners see themselves in realistic scenarios.
Lisa: The Acronym
The name “Lisa” reinforces the core de-escalation steps: Listen, Sympathize, Act. Using a character-based acronym supported recall and anchored the learning in a memorable framework.
These screenshots are from a Rise course I built to teach call agents how to access and use a company system. This training demonstrates one example of my visual design approach within a CBT. I typically start with a brand-approved primary color and then build a cohesive monochromatic palette to create a unified look and feel. By using varied shades throughout the course, I can differentiate content sections, guide attention, unify visual assets, and provide visual relief—all while staying aligned with brand standards.
The third image in the gallery highlights how I incorporate interactivity within Rise. Because Rise can naturally lean toward a linear, scrolling experience, I intentionally build in moments of learner choice to break up the flow.
In this example, learners select how they access the system by choosing their preferred browser, which then directs them to the appropriate section of the course. Both browser options needed to be included in this training, so by offering choice, learners gain a greater sense of ownership over their learning experience.
Note: All content has been modified to protect company-specific information.
These screenshots are from a course I built to train managers on how to access call recordings within the company’s call recording system. This project highlights my use of Rise’s Custom Block feature to create structured, visually distinct section headings.
The course followed a consistent learning pattern: read the information, watch a demo video, then try the task independently. By designing custom headings, I was able to visually reinforce this structure throughout the course, creating clarity and predictability for the learner.
I intentionally incorporated a “learn, see, do” structure because managers needed to confidently search for calls and complete required tasks in the call recording system by the end of the training. This approach was inspired by the classic “I do, we do, you do” model I used in the classroom, which gradually shifts responsibility from instructor to learner.
Rather than waiting until the end of the course, learners were prompted to enter the call recording system midway through the experience to practice searching for calls, applying filters, and completing key actions in real time. This structure reinforces skill development through immediate application and guided independence.
I designed this Meeting in a Box (MIAB) template to improve efficiency while preserving flexibility for instructional designers. My goal was to provide a structured starting point with built-in guidance, reusable assets, and pre-formatted sections that reduce repetitive design work and speed up development.
To further support ease of use, I built the MIAB as a SharePoint page template—leveraging a platform managers already use and are familiar with, while enabling designers to quickly duplicate and build new MIABs using the template feature. At the same time, I wanted to avoid being overly prescriptive—allowing designers to adapt content, tone, and activities to best meet the needs of their audience and learning objectives.
I intentionally standardized key elements such as layout, agenda structure, and facilitation flow to create a consistent experience for managers across the business. My goal was to ensure that, regardless of the designer or topic, leaders would receive materials that are clear, cohesive, and easy to facilitate—ultimately improving usability and reinforcing a high-quality learning experience at scale.
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