Note: This course was created as a portfolio piece, based on a similar course I designed and developed originally. Any proprietary content, assets or IP has been replaced or recreated.
ProblemA rushed integration of various AI tools into associates' workflows led to confusion over the differences between the tools and to hesitation in using them.
SolutionAsynchronous microlearning training sessions and reference deck that "humanized" the AI tools by applying organizational psychology models and quick facts to each tool.
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Development Process
For this training, I acted in multiple roles: Instructional Designer, SME, Program Manager, and Project Manager. The development details below focus mainly on my role as the instructional designer for this project.
Analysis
Analysis
Goal Determination: Met with department leadership and AI stakeholders to discuss increasing AI adoption and familiarity.
Needs Assessment: Surveyed associates to discover what was holding them back from using AI.
Goal Determination: Met with department leadership and AI stakeholders to discuss increasing AI adoption and familiarity.
Needs Assessment: Surveyed associates to discover what was holding them back from using AI.
Design
Design
Learning Objectives: Wrote and finalized objectives using Bloom's taxonomy in the cognitive/affective domain:
After this training, associates will be able to differentiate between available AI tools, discuss the basic features and limitations of each, and participate in the use of AI tools within their role functions.
Delivery Formats: Paired learning activities with associate needs and learning objectives:
Learning Objectives: Wrote and finalized objectives using Bloom's taxonomy in the cognitive/affective domain:
After this training, associates will be able to differentiate between available AI tools, discuss the basic features and limitations of each, and participate in the use of AI tools within their role functions.
Delivery Formats: Paired learning activities with associate needs and learning objectives:
- Microlearning videos paired with reference documentation allowed for quick and accessible overviews of the material with continued just-in-time reinforcement.
- Including the same content in both video and written/visual format covered multimodal experiences for different audience groups (e.g., editors vs designers).
- Adding appendix details and level-up tips created deeper exploration of topics but did not require it at the basic level, allowing for different entry points depending on audience skills.
- Pairing the training with a searchable database tool allowed associates to apply new skills practically in their workflows.
- Focusing on using the available AI tools to build the content and deliverables created a real-world example to reinforce the training topics in real time.
Development
Development
Content Generation:
Deliverable Construction:
Content Generation:
- Researched the various AI tools both internally (company policies) and externally (general guidance/usage).
- Applied organizational psychology models to "humanize" the AI tools for a lowered barrier to entry.
- Used ChatGPT, NotebookLM, Gemini, and Copilot to create written content, and used Firefly to generate visuals all with a human-centered overall strategy and human review.
- Used bold colors and a friendly tone created a welcoming and exciting environment for more hesitant learners.
Deliverable Construction:
- Built a Google Slide deck to match with department's other available resources and allow for continued reference access after the training was complete.
- Curated a searchable database of department-relevant AI use cases organized by role, job task, and tool using my research, AI-focused meeting transcripts and piecemeal documentation from various teams.
- Generated voice-over using NotebookLM's podcast features, and used Firefly's text-based editing within Adobe Premiere Pro and image-to-video animation to quickly build walkthrough videos.
Implementation
Implementation
Pre-Rollout:
Delivery:
Pre-Rollout:
- Fast rollout was desired once content was created; developed an agile-style approach that involved releasing individual modules while continuing to develop later pieces of the training.
- Discussed timing and concerns with department senior leaders and AI stakeholders while developing full rollout plan.
- Shared rollout plan and expectations with team managers ahead of full launch to associates, with time for concerns/questions.
Delivery:
- Released a single "AI Coworker"persona each week for 5 weeks, including the 6-minute overview video, full profile slide, and added use cases in the database.
- Released to 250+ associates at once using Microsoft Teams and reinforced with email round-ups.
- The weekly release schedule built excitement while allowing for bite-sized access to the training.
- Developed and optional "behind-the-scenes" sessions available to all associates to see how AI tools were used to create the training, further reinforcing content.
Evaluation
Evaluation
Feedback Collection:
Scalability and Expansion
Feedback Collection:
- Asked for informal feedback during release period from associates, managers, and stakeholders to quickly fix show-stopping errors or identified bugs.
- Released formal survey with both quantitative and qualitative feedback for associates to self-report their experience.
- Collected access data on how many associates completed each section of the training between releases.
Scalability and Expansion
- Developed scalable deck and video templates and process documentation for quickly adding a new AI Coworker as AI tool usage within the department expanded.
Impact and Results
- Increased AI literacy across 250+ person department of designers, editors, writers, project managers, and leadership.
- Associates found it easier to differentiate the tools, spending less time deciding which tool to go to when.
- Decreased initial barrier-to-entry for accessing and "playing" with approved AI tools.
- Less fear-derived hesitation in using new technologies for associates' day-to-day tasks.
- Training itself acted as a model of AI usage, increasing visibility into specific AI tool capabilities and limitations.
Working Reconstruction
Tools/Technology Used
*Included in original; placeholder in reconstruction
Note: The original content, visuals, and branding were recreated for this reconstruction to remove anything proprietary.
- AI: Microsoft Copilot Chat, Google NotebookLM (including Studio features), Google Gemini, Adobe Firefly (integrated and standalone features), Internal ChatGPT-based proprietary tool, Internal proprietary deep research tool
- Design and Delivery: Adobe Photoshop, Adobe Premiere Pro, Adobe Audition, Google Slides, Google Sheets (including formulas, functions, and SQL queries), Microsoft Teams, Microsoft Outlook
- Project Management: ClickUp, Google Sheets
- 5 Infographic-style AI tools overviews for self-reference with:
- AI-generated avatar
- Application of MBTI personality
- Application of Social Styles matrix communication style
- Rating of basic stats on 1-5 scale
- Likes and dislikes for smoother interactions
- Basic use cases specifically applicable to associates' roles
- Watch out warnings to highlight important tool limitations
- Level up tips for power users to continue to expand skills
- 5* Walkthrough videos explaining each AI tools' profile in detail
- Additional background information available but not required on MBTI, Social Styles*, and Stats definitions*.
- Searchable database* of internal AI uses cases organized by role and job task.
*Included in original; placeholder in reconstruction
Note: The original content, visuals, and branding were recreated for this reconstruction to remove anything proprietary.