Introduction to the IMS


This is a remote learning course, which provides an overview of the Investment Management Solution to clients around the globe.

Year:  2020

Description:

Introduction to the IMS is a full day, remote learning course which provides an overview and a hands-on learning experience of the Investment Management Solution for global client remote learners.

Goal:  

To help remote learners gain a foundational understanding of key terms, concepts and system navigation of the IMS.

Topics:

Design and Development Process

Business Needs Analysis

This course was previous limited to either the physical training room at the headquarters office location or via telephone conference line only.

Also, the course curriculum was rather general and technical in nature.  Feedback from client learners indicated that the course material was rather difficult to understand.

I met with subject matter experts to gain an in-depth understanding of the Investment Management Solution topics.  We worked together to determined which topics would be most important for us to include in the newly developed course.

I continued working with SMEs and other business leaders as I developed and designed the new course curriculum.

Then, I met with business leaders to explore and strategize new ways which we could offer this course to our clients around the global via a remote learner experience.

Storyboarding

I designed a storyboard for the course using Microsoft PowerPoint.  I added the scripting and narration in the notes section of each of the slides.  I used the storyboard and scripting for the live remote instructor led courses and also for the self paced eLearning course.

Solution

New, mobile friendly, global instructor-led courses for client learners around the globe

Self-paced, remote eLearning course via LMS

Results:

More participation and learner engagement during live courses

Improved course ratings on course evaluation surveys

Deliverables:

Skills:

Tools: