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eLearningFinancial services

Compliance eLearning module

A short, scenario-based module that helps staff apply a detailed policy to the situations they actually meet at work.

Sector
Financial services
Format
Self-paced eLearning
My role
Learning design and development
Illustration of an eLearning screen with a scenario question, three answer options and a progress bar
Illustrative image. Real project screens are only shown with the client's permission.

The brief

The organisation had a long policy document that every staff member needed to understand. The existing training was a set of slides read aloud, and people found it hard to connect the rules to their day-to-day work.

They wanted a short module people could complete at their own pace, which focused on decisions rather than definitions.

What I did

  • Worked with the policy owner to pick out the decisions that mattered most
  • Wrote realistic workplace scenarios with feedback for each choice
  • Storyboarded the module for review, then built and tested it

What the team received

A finished module ready to upload to their LMS, the storyboard as a record of the content, and a one-page summary staff could keep for reference.

Have something similar in mind?

Tell me about the content you've got and the people who need it. I'll help you work out the next step.