Help! Ideas for new storyboard for e-learning module

Nov 15, 2015

Hello, everyone.

I am an e-learning author newbie and I am about to create an e-learning module for my client whose target audience (users) is bankers on-the-phone. We want to educate the bankers on how to teach customers to use the self-service option when they are viewing and saving (bank account)e-statements. I'd like to gather your ideas on how I can create a storyboard that is fun, witty, engaging, and interactive for the users. 

Would love to hear your ideas!


M Claudio


13 Replies
Cleon McClure

Hey M,

What a great opportunity to create a scenario driven learning!   Your bankers may encounter a variety of users capabilities. techie experts, moderate understanding, computer illiterates.   A wonderful customer service learning module has options for the learners to select best answers, reinforced with examples of scripts and screens they can share - at all the levels of customers' banking process and computer skills.   Have three or four customers - call in with questions - wiht quick background for the bankers to assess the caller's needs and skills, the banker needs to select the right answer.. if incorrectly selecting - direct the banker to a short module with learning details to improve their understanding.

Srinivas Kumar K

You can first explain the concept or process (whatever your learning objective is) and then create a scenario where the user have to respond (each scenario will have 2 or more options... may be one or all the correct answers). The user will learn from the feedback and will improve the performance.

You can do the opposite as well, throw some scenarios to the user and ask them to respond. Then take them to the topics. This will let them understand how well they know about the topic and will focus on the areas where they are lacking.

James Finder
Mark Shepherd

Hello M:

As a relatively new FT e-learning developer, I am always on the lookout for interesting storyboard and ID (instructional design) ideas.

Right now, I'm reading an interesting book from Ruth Colvin Clark on Scenario-based e-Learning.

I will post the Amazon link to it here later today, but you can probably just do a quick search for it.  I haven't read much of it, but what I've read so far has been pretty good.

You don't really need a book to proceed, though.

Cleon's advice is perfect for what you need, so I would focus on that. 

The trick for you in this project will be to try and pick and choose the LENGTH and DETAIL of your e-learning screens and interactions, so they are not TOO overly detailed or complicated, not only for you, but for the learner/user also.

Try to plan and build for what you need, and if you can, try not to over-extend yourself. 

One more tip: Try to see if you can find a decent text-based storyboard template organizing the details of what you are trying to do with your learning in your storyboard, so you can focus on your work using Articulate Storyline.

At my work we have a FT Instructional Designer who has built one entirely using tables in Microsoft Word, where he has sections detailing what Scene, Slide, Captions, Interactions, Notes and other details he wants his developers (ie: me) to build in his projects.

Also, things will be a little slow at first, as you build up your basic capabilities, assets, etc. 

I would suggest informing your stakeholders of these details, and that your development speed will accelerate as soon as you get these components organized and sorted out.

Hope this helps, and good luck!

When you can, please let us know how things are going!

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