Design & Content

Mitch Moldofsky

eLearning

Design & ContenteLearning

• Companies worked for• Royal Trust• Royal Bank• Omega Performance• Provinent/Vitesselearning• Shaw Street Productions• Redwood elearning• Infinite Media

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• Royal Trust• Needs analysis and design for internal clients

including relationship managers, financial planners, tax, wills, credit and branch staff, delivered as:• Self-study booklets• Classroom workshops w/ Leader’s guides• Elearning• Training videos• Weekend seminars• Train the trainer

Design & ContenteLearning

eLearning

• Product Knowledge Suite• Suite of elearning courses for customer

service staff on basic financial products• Simple and straightforward • Sophisticated use of imagination to

apply prior learning to the new material• Check progress or pause at any time• Awards used to solicit user feedback

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Design & Content

eLearning

• RRSPs

Q. How do you make a complex product understood?A. Make it about THE LEARNER.

In THE TRANSFER , the learner stands to win a transfer to a sunny clime if they sell the most RRSPs in their branch. To meet this task, they have to bone up.

A virtual book with several chapters filled with illustrated explanations of retirement savings plans and frequent questions is offered. Completing a short quiz at the end of each chapter puts them further toward their goal.

Success wins them the transfer (in the program) and the right to send a cheerful postcard to all their freezing colleagues back home.

• Product Knowledge SuiteDesign & Content

eLearning

• Mutual Funds

Q. How do you make investment products exciting?A. Make it an EXPEDITION.

In THE NAVIGATOR, the learner is First Mate on a voyage to the Sea of Investments. As they dock at the ports of The Isle of Stocks, Bond Island, Mortgage Rock and Club Money Market, they learn about the local customs and take fill in the blank notes on the inhabitants.

On their return to the ship, they must satisfy the ship’s Captain by answering a few branching true/false questions. If the Captain isn’t satisfied, he sends them back to the island.

At the end – if they make it – they are rewarded with their own ship!

• Product Knowledge SuiteDesign & Content

eLearning

• Wills and Estates

Q. How do you make estate law compelling?A. Make it about people they KNOW.

In THE WILL PLAN ZONE , several popular TV families meet with disaster when the breadwinner DIES WITHOUT A VALID WILL.

The learner sees how their estate is distributed based on their family situation – for better or worse!

The learner reviews humourously illustrated slides describing the applicable estate laws, then complete fill in the blank questions to ensure recall of information.

• Product Knowledge SuiteDesign & Content

eLearning

• Retirement Income Funds (RRIF)

Q. How do you make retirement concerns relevant to tellers in their twenties?

A. Make it a MYSTERY.

In THE RIO FILES , private eye Dick Richards must help an old lady who gets a letter from the bank warning her she is about to lose her life savings!

His inquiries at the bank – with frequent jotting of notes in his notebook – reveal that the woman’s RRSP will expire on her 71st birthday and she must put the funds in a RRIF before it’s too late.

He delivers the info to the client and saves the day.

• Product Knowledge SuiteDesign & Content

eLearning

• Royal Bank of Canada (RBC)• Update the content of 40 CBT courses aimed at

front line staff • Self-learning the archaic authoring language they

are written in• Getting timely information and feedback on

content from busy departmental experts• Input and launch of the new courses within time

constraints• Contributed from the client side to the

development of a new LMS e

Design & Content

eLearning

• Videos• Client needs analysis• Content development• Project management

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Design & Content

Profit: A Relationship Management Sim• Instructional design from floor up• Brandon Hall Gold design award winner• Scenario based sales and technical training combined• High user control

Profit: A Relationship Management Sim

• Interactivity: use phone, visit client, review files, make notes, complete forms, make recommendations

eLearning

• Key Bank• Design involved tutorial-simulation-testing

sequence• Contributed tutorial and interactive

content using a variety of templates (drag and drop, multi-choice, etc.)

• Develop short simulations for some testing units

• Wrote short videos to explain content.

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Design & Content

Omega + Commercial Lending• Case study• Faux transcripts

Omega + Commercial Lending• End of module sims

Close Call

• Call Centre training• Canadianization

Wescom online credit curriculum• 5 Product Families• Up to 8 products each• Deck of Cards

– Practice– Challenge

College of Physiotherapists

• Quality Management Program • Editing• Storyboarding for interactivity

Mastering the Customer Experience• Redesign classroom workshop• Develop elearning support

Service Ontario • Instructional design & storyboarding• All writing (text and audio)• Graphics concepts

TD-Canada Trust• Diagnostic test• 3 question pools

– Theory or "Why?”– Procedural or "How?”– Challenge or "Skill testing”

Rio Tinto

• Leadership competencies• Storyboarding for interactivity• Feedback

The Hay Group

• Interviewer training• Editing: competency descriptions,

limits and comments• Storyboarding for interactivity• eCoder tutorial

Royal LePage New hire orientation Dialogue covering training points in flash

In Sum...

• Easy to work with• Creative• Superior writing skills• Comfortable with programmers, clients and SMEs • Simulations, tutorials, blended, testing, games• Clear communication• Experience and flexibility• Will buy his own damn lunch