In this scenario-based interactive course, learners practise applying strategies to help customers dissatisfied with their orders from an online chocolate shop, The Velvet Bean.
Call centre operatives identified within feedback as struggling with demonstrating active listening and empathy skills.
Learning Experience Design Plan, Instructional Design Plan including Screenplan and Storyboard, Graphic Design, Custom AI Character Creation.
Articulate Storyline 360, Canva, Twine, Flora.ai, Google Gemini Nanobanana, Character.ai, Claude.ai, Chat GPT
The online order team at The Velvet Bean is struggling to effectively respond to customer complaints over the phone about delayed, incorrect or broken online orders. Instead of resolving issues empathetically and efficiently, team members often provide vague updates, fail to acknowledge customer frustration, or redirect issues to managers without resolving them themselves. This results in customers feeling dismissed and dissatisfied.
If not solved, this issue threatens The Velvet Beanʼs reputation for craft and care. Poor complaint handling leads to negative online reviews, and repeat customer loss. Since online orders now make up nearly half of revenue, sustained dissatisfaction could reduce annual sales growth by 10-15% and weaken the companyʼs premium brand image.
Detailed analysis of customer feedback helped to identify the learning needs for this course and three learner personas were created. Three core problems and types of learners emerged from the learning needs analysis:
1. The enthusiastic new employee who lacks core knowledge of the companyʼs complaint policy
2. The experienced call centre operative who can solve problems quickly but lacks empathetic listening skills
3. The call centre manager who jumps in on calls too much, so that their own call workload suffers.
These revealed that learning needed to be targeted at communicating the company's complaint policy clearly to learners who needed this and a separate module on active listening and empathy skills. If these modules were completed well by the learners, there would be little need to train the managers as well because well-trained employees would help to solve this aspect of the performance problem. As the call centre employees were not able to take time off work for in-person training, and because all learners were proficient in the use of technology, it was decided that an elearning course would be the best method of delivery for the learning.
The design of this course takes the ADDIE (Analysis, Design, Develop, Implementation, and Evaluation) approach to course design to allow for sign off from stakeholders at key moments in the design stage. The Development phase incorporates aspects of Michael Allenʼs version of ADDIE, SAM, to allow for an iterative approach. In this case, I acted as the subject matter expert on active listening and empathy skills and undertook further research regarding effective strategies in these areas of skill. Learning aims and outcomes were matched against Bloom's Taxonomy.
I then created a wireframe for the course as a whole, and created a screen plan and storyboard for the module on active listening and empathy techniques. Using ChatGPT as a co-pilot, I drafted scripts for the scenario-based aspects of the active listening and empathy module, including sample scenario-based assessment questions. These scenarios were important because they helped to practise situations relevant to their role, leading to better engagement with the course materials. I then created a visual prototype, followed by the finished module on Active Listening and Empathy skills in Articulate Storyline 360. This authoring tool was chosen to allow for maximum potential to build interactive elements into the course.
I created a wireframe for the course to provide an overview of the learning solution as a whole and this also provided a document that clearly outlined key transition and assessment points and screen labelling. Different assessment tasks connected to the learning outcomes were embedded into each module, as well as at the end to allow for more engagement and user interaction.
In order to build a sample prototype for the course, I focused only on module 5, Active Listening & Empathy skills. I then created a screen plan using DLI templates detailing the buttons and a rough outline of each screen. Links to jobaids created in Notion would be included to help learners 'on the job' as not all of the content needed to be committed to memory.
I then created a more detailed storyboard for each screen, detailing the specific text that would appear, along with notes regarding graphic design. Time and budget constraints meant that audio narration was not included in this particular project.
I designed a style guide regarding colours and fonts, ensuring that these adhered to WCAG 2.2 guidelines for accessibility.
I wanted the project to engage learners through visual design, and I felt strongly that original character creation would help with this, to avoid early switch off from learners who can feel fatigued if presented with the same stock characters over and over within their training. Therefore, I used AI image generators in Flora.ai to create characters with a cartoon feel to fit in with the fun image of The Velvet Bean brand. I iterated my prompts in order to avoid gender biases as far as possible and provided a reference for future image generation when I found a style that I felt would work. When characters needed to be combined in different settings, Nanobanana was prompted to effect this.
After gaining key insights into the interactivity of the module, such as realising that there was no built-in functionality in Articulate Storyline 360 to change text background colour (a key requirement identified in the learner needs analysis,) I developed a work around using Javascript created with Claude.ai.
This meant that the learner could toggle the text background colour to pale blue for greater readability using the colour palette icon in the top left corner of the screen. Once this problem was resolved and once the interactive assessment points were developed, I could then combine these interactive elements with graphics developed within Canva, as well as my custom-made images of the call centre operatives and angry customer.
After publishing this elearning course, I received initial feedback indicating that the learner flow and instructional design plan (including the wireframe, screenplan and storyboard) made logical sense in relation to the performance problem and learning aims identified. The next steps would involve running a pilot to gain further feedback from key stakeholders and iterate the design before publishing to a wider cohort.
It is clear that AI can be a powerful tool, particularly in the creation of original characters to foster further engagement in training materials. One of the most powerful uses of AI in generation of these images is through specific prompting to allow for more original, diverse and inclusive characters to be used in training materials, however prompts have to be crafted carefully to avoid inherent AI racial and gender biases.
The last phase of the ADDIE model, detailed evaluation, is beyond the scope of this project, but it is a crucial, sometimes neglected aspect of training. I would like to apply the Kirkpatrick Model and the four levels of Evaluation: Reaction, Learning, Behaviour, Results, to see how the course could be further iterated and to plan course materials with this evaluation model in mind from the start.