BYOB: Bring Your Own Budget
BYOB: Bring Your Own Budget
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In this interactive eLearning experience, new hire bankers will learn the knowledge and skills to educate customers on the importance of budgeting, how to guide them through the process of creating a budget, and how to identify opportunities to provide valuable financial education.
Audience - New hire bankers
Responsibilities - Visual design, Instructional design, eLearning development.
Tools Used - Rise 360, Google Docs, Mindmeister, Figma, Canva, Pages, ChatGPT
The Problem
The Problem
Newly hired bankers start with varying levels of knowledge and skills when it comes to topics such as budgeting. Leadership would like everyone to have a better foundation with these skills in order to better serve customers.
Bankers need to be able to complete their jobs in addition to training, therefore training cannot require long periods of interruption from their work. The preference would be for this training to be self-paced.
The Solution
The Solution
This training needs to be self-paced, easily completed in chunks, and provide newly hired bankers with foundational knowledge of budgeting.
As a result, I decided an interactive eLearning course would provide all of this. However, it could also work to deliver this eLearning experience via email automation over the course of five days (one module per email). This content could easily be adapted to an email course if needed/desired.
My Process
My Process
I utilized the ADDIE model to design this learning interaction. After having my questions answered by the SME, I used a mind map, a text-based storyboard, visual mock-ups, and Rise 360 to bring this eLearning experience to life.
The course opens with a scenario that places the learner in the shoes of someone who hasn't stopped to consider their spending habits. Even if the learner hasn't found themselves in this specific situation, they likely know someone who has. In addition to engaging learners from the outset, the purpose of this scenario is to allow them to draw on their own experiences.
Next, the learner receives an invitation to join the “party,” which represents the rest of this mini-course. It is made explicit from the beginning what learners should be able to accomplish by the end of this learning experience.
The course comprises three party games, each serving as a module with a distinct role in the learning process. The first game teaches the learner why budgeting is important. The second game introduces the learner to the 50/30/20 Rule, and the third game provides the learner with an opportunity to practice interacting with a customer. Finally, the last module, “the party favor,” is a downloadable cheat sheet that learners can refer to whenever they need a refresher on any topic from the course.
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