Traci Pate
Content Strategy, Learning Strategy, Instructional Design
The Challenge: An organization had acquired a financial trading platform and required advice on how to effectively train both internal and external users.
Additional Constraint: The training needed to cater to both internal and external users with slight variations in content and assessments.
The Design: A learning content strategy that:
Mapped topics, tasks, and assessments, ensuring content overlap between internal and external users was maximized.
Recommendations on the best formats for content.
Considerations for content localization.
My Contribution:
Client Relationship Management: Maintained ongoing communication with the client, asking detailed questions about goals, resources, timeline, and budget to create a tailored strategy.
Content Strategy and Mapping:
Mapped content in a modular structure, ensuring that shared content was maximized and unique content was clearly defined.
Provided guidance on format, media, and style of the content.
Identified content gaps and recommended additional modules or content pieces, especially for internal sales audiences.
Advised on effective learning formats for the internal audience population.
Localization and Assessment Guidance: Offered best practices for localization and assessment development.
Change Impact Recommendations: Identified additional considerations relevant for upskilling a sales audience in the context of the change impact.
Samples: Given the proprietary nature of the project and content, samples are not available. A scrubbed version of the original content map is below.
