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Companies worked for
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Royal Trust
Royal Bank
Omega Performance
Provinent/Vitesselearning
Shaw Street Productions
Redwood elearning
Infinite Media
• Royal Trust
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Needs analysis and design for internal
clients including relationship managers,
financial planners, tax, wills, credit and
branch staff, delivered as:
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Self-study booklets
Classroom workshops w/ Leader’s guides
Elearning
Training videos
Weekend seminars
Train the trainer
• Product Knowledge Suite
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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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Product Knowledge Suite
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.
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Product Knowledge Suite
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!
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Product Knowledge Suite
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.
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Product Knowledge Suite
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.
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Royal Bank of Canada (RBC)
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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
• Videos
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Client needs analysis
Content development
Project management
Profit: A Relationship Management Sim
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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
• Key Bank
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Design involved tutorial-simulationtesting 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.
Omega + Commercial Lending
• Case study
• Faux transcripts
Omega + Commercial Lending
• End of module sims
Close Call
• Call Centre training
• Canadianization
Wescom online credit curriculum
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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
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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...
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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