Flu Season Essential Training

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This case study walks through my instructional design journey in the end-to-end creation of an eLearning course. Gilbert's Pharmaceutical is a regional pharmaceutical retailer that is seeking seasonal training for its sales associates and pharmacy techs.

Illustration of a cavapoo wearing a top hat, head only, in front of a sky blue circle

problems

Graph titled "employee absenteeism vs. sales, 2022-23". The x-axis represents months over a fiscal year, from August on the left to July on the right. A label underneath the graph indicates that December to February is the peak flu season and that it is also where the peak absenteeism happened. The dual y-axis represents sales in millions, as well as the absenteeism rate in %. The graph shows the sales as columns of cash, and they gradually increase, eventually peaking in January and slowly decreasing again. The absenteeism is represented by a red line, increasing slowly, peaking in February and decreasing again.
Infographics:
Red pie chart showing 84% of absences are related to sicknesses. 
On the right there is a chart. At the top of the chart reads "staffing shortages" and there are two arrows connected. The first arrow points to "decrease of daily operations" with a "closed" door sign. The second arrow points to "decreased customer service" with an iconized illustration of a pharmacist being overwhelmed with a large group of customers in front of him.

Despite the hiring of additional staff in the fall of 2022, pharmacies experienced frequent staffing shortages due to sickness-related absences. This caused a major strain on daily operations and customer service, evidenced by an increase in customer wait time as well as complaints. As a result, some locations even had to close temporarily in February.

goals

compared to last year, we will...

Icon of a heart with a medical cross on top of it. An up arrow in green is next to it.
standardize & increase preventative hygiene methods
Icon of an hourglass, a down arrow in red is next to it
reduce customer wait time by 20%
Icon of a person in dashed lines and an X on top, signalling the person is absent. A down arrow in red is next to it.
cut absenteeism rate by 40%

🔍analysis

‍The initial phase of analysis focused on understanding Gilbert's strategic goals and the target audience. This project was done for a design challenge, and thus, background information was provided. From there, I zeroed in on the company’s goal for the retention of associates and reducing illness-related callouts. The target audience, comprising new seasonal associates and pharmacy techs, necessitated a nuanced approach to facilitate seamless operations and enhanced customer service.

three learning objectives were identified:

A person seen through a magnifying glass with 3 spots being highlighted on his body, symbolizing symptoms.
accurately identify common symptoms
A hand underneath waterdrops and twinkles
consistently practice preventative hygiene
Icon of a hand holding a cloth wiping across a surface.
maintain common area cleanliness

🎨design


To boost engagement and interaction, Articulate Rise was chosen as the authoring tool, incorporating a captivating webtoon-style narrative. A diverse set of characters, including a mascot, colleague, and customer, are featured to enrich the learner's experience.

ScriptingAfter brainstorming learning activities that align with the objectives, a script was written embedded with a variety of activity types.

Moving GIF of storyboards of this project in a quick succession on loop

StoryboardingPowerPoint was used to create simple storyboards that would guide the visual design. Assets required for the development, such as illustrations, were listed.

🛠️development

Asset CreationFor the final deliverable, I created job aids in Word, illustrations in Procreate, and videos/GIFs using Runway, an AI tool. Here are some essential components that I have created specifically for this course:

Illustration of an illustrated cavapoo standing in front of a cozy office lounge area. On the blackboard in the background, the text reads "Staff Break Room"An illustration of a cabinet with photographed cleaning supplies: on the top row, there is a tissue box, a face shield, a protective gown in its packaging, rubber gloves in boxes, and N95 respirators in a box. On the bottom left, there is a black trash can. On the bottom right, there are disinfecting wipes, and all-purpose cleaning spray.A Moving GIF in an Claymation style of a woman holding up a napkin to her nose and sneezingAn illustration of a young boy in distress and cryingGilbert's Pharmaceutical: Flu Season EssentialsIcon of two hands under a water faucet
Moving GIF showing the changing of a font in a multiple choice question, from size 16 to 18, and then the change of colour to the value "404040".

Development ChallengesFine-tuning intricate details within Articulate Rise proved to be a difficult endeavour, requiring a delicate balance between visual precision and technical feasibility. The lack of global font adjustments forced me to painstakingly change the font size of each text block one by one.
Additionally, grappling with limited scenario constraints prompted innovative solutions, including the integration of Storyline blocks to enhance the learning experience. These challenges were instrumental in honing my adaptability and problem-solving skills.

PersonalizationAfter publishing, additional Javascript was added to capture and use learners' names throughout the course.

Moving GIF of a pop-up window that says "Welcome, what's your name". The name "Dora" is typed, and the window goes away. The page scrolls down and the text "Dora, are you ready..." can be seen.

🚀implementation &
📈evaluation

I took an iterative approach when it came to development and evaluation. I strategically shared the alpha version of the course with a handful of people to gather constructive feedback. The insights gathered played a pivotal role, leading to the identification and rectification of errors and the implementation of subtle changes based on user perspectives. This approach resulted in the evolution of the course, which brought us to the current version, showcasing a commitment to continuous improvement and a user-centric learning experience.

As it was created for a fictitious company, it was not implemented in reality. However, I  have considered how it would be rolled out. This course would be published using xAPI to a Learning Management System (LMS) to track user engagement and completion. xAPI is great for compliance training, and we would be able to use the collected data to pinpoint specific challenges. In addition, we would collect and compare key metrics such as absenteeism rate, customer wait time, and number of complaints with the previous year to evaluate the effectiveness of this course.

🗝️conclusion

From strategic contextual analysis to iterative development and feedback loops, the process of developing this course exemplifies a fusion of creative storytelling, technological adaptability, and a user-centric approach. The learning experience would not only equip Gilbert's associates with essential knowledge and skills but also foster a culture of continuous learning and improvement within the pharmaceutical retail workplace.

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