The case studies below showcase my approach to Learning & Development, Learning Experience Design, and learning strategy—from performance analysis and learning architecture to instructional design, digital learning, AI integration, and evaluation.
Click the arrow to the right of the project title to explore the real-world challenges, strategic approach, design decisions, and learning solution behind the work.
Role: Lead Learning Experience Designer (LXD) & Instructional Designer (ID)
Domain: Leadership Development & Corporate Communication
Format: Scenario-based digital learning (Articulate Rise 360 + Storyline 360)
New managers are frequently expected to deliver difficult performance feedback without formal training or practice. As a result, many avoid these conversations altogether, rely on vague language, focus on personality over observable behaviour, or over-soften their message—leaving employees unclear about expectations.
The objective was to design a practical, high-impact learning experience that moves managers beyond theoretical feedback models into confident, real-world application.
Multilingual professionals transitioning into their first management or cross-functional leadership roles, particularly within international, cross-cultural, and matrixed work environments.
By completing this experience, leaders are able to:
Prepare: Plan feedback conversations using a clear, practical framework
Deliver: Communicate clear, actionable, and constructive feedback grounded in observable behaviour and measurable impact.
Adapt: Navigate employee resistance, emotion, or pushback while keeping the conversation focused and productive.
Apply: Exercise sound judgement across nuanced, real-world communication scenarios.
Designed around practice, application, and real-time coaching rather than passive information delivery, the experience puts learners directly in the role of a manager navigating authentic workplace dynamics.
Core Framework: The experience introduces the SBI-NS framework (Situation, Behaviour, Impact, Next Step), adapted from CCL’s SBI model. Then, it gives learners opportunities to apply it, receive targeted coaching, and try again.
Iterative Learning Loop: Learn → Prepare → Practice → Receive coaching → Reflect → Re-apply
Context & Culture: Rather than enforcing a rigid "one-size-fits-all" style, scenarios prompt leaders to balance clarity, empathy, and team dynamics.
Applied an ADDIE foundation for performance gap analysis and outcome mapping, paired with SAM-style rapid prototyping to iteratively refine branching dialogue and coaching feedback in Storyline.
Developed in Articulate Rise and Storyline, the experience uses branching logic and dialogue-driven decision points to simulate realistic manager-employee conversations.
Key Interactive Elements:
Scenario Branching: Selecting opening strategies for high-stakes performance conversations.
Tension Management: Deciding how directly to address performance gaps while maintaining rapport.
Adaptive Dialogue: Responding dynamically to employee resistance, explanations, or defensive reactions.
Targeted Coaching Loops: Receiving immediate, context-specific feedback based on choices made.
Integrated Capstone: Synthesizing skills in a multi-turn final conversation scenario.
Live Meters: Clarity and Rapport scores update with each choice and decide the ending.
Personalised Debrief: The takeaway recalls the learner’s first instinct and their written reflection.
Scaffolded Practice: Learners move from structured to independent practice. They first explore the SBI-NS framework, then build a feedback message from guided choices and check their understanding with short scenario questions. Next comes a coached conversation with Alex, with feedback and a retry. The experience ends with a capstone conversation with Lena, where retries are limited and learners apply the framework with less support.
Performance Support: A downloadable job aid, the Practical Feedback Conversation Guide, gives managers the SBI-NS steps and example phrasing to use when preparing real feedback conversations, so learning continues on the job.
Visual & UX Design: Built with a clean, modern aesthetic featuring strong visual hierarchy, concise dialogue, and low-cognitive-load layouts optimized for digital delivery.
Assessment is built into scenario-based decisions rather than recall quizzes:
Identifying effective vs. ineffective feedback statements in context.
Selecting appropriate conversational responses under realistic pressure.
Re-framing subjective opinions into objective, behaviour-based statements.
Successfully establishing agreed-upon next steps and accountability.
Key Success Factor: The emphasis on consequence-driven learning. Allowing managers to experience the immediate outcome of their communication choices in a safe environment builds genuine workplace confidence.
Design Refinement: Balancing a structured feedback framework with the flexibility required for diverse cultural communication styles remains an iterative priority.
Future Expansion: Serving as a foundational module for a broader executive communication and cross-cultural leadership series within Elevate English Studio.
Role: Instructional Designer & Learning Experience Team Lead
Domain: Higher Education, Academic Skill Development & Language Strategy
Scope: Curriculum & Program Redesign (~100 Three-Hour Workshops | 3 Independent Modules)
An existing pre-matriculation academic language program required a rigid 20 hour/week commitment, creating severe scheduling conflicts for first-year undergraduate students attempting to take credit-bearing degree courses simultaneously.
The institutional challenge was to re-engineer the curriculum into an intensive, 6 hour/week model without diluting learning outcomes, reducing rigor, or compromising academic readiness—all while accommodating non-linear student entry points across three academic trimesters.
First-year international undergraduate students transitioning into a Canadian university environment. Learners entered with varying levels of English proficiency, diverse educational backgrounds, and differing familiarity with North American academic expectations.
Grounded in the systematic front-end analysis of the ADDIE framework, the design process began with a reverse-engineered analysis of credit-course syllabi, assignment rubrics, and faculty performance expectations across disciplines.
This analysis shifted the design baseline from "What language topics should we teach?" to "What specific academic behaviors and cognitive tasks must students execute to pass their degree courses?"
The design process therefore followed a clear instructional design progression:
Performance Needs Analysis → Learning Outcomes → Program Architecture → Workshop LXD → Assessment → Evaluation
To accommodate flexible student entry points throughout the academic year, I co-designed a flexible, non-linear modular architecture.
Modular Independence: Built three self-contained modules operating independently. Students could enter the program during any module without prerequisite gaps or broken learning sequences.
Scalable Delivery: Programmed across three trimesters, delivering ~100 three-hour workshops at a steady 6 hours/week cadence.
As a core designer on the project, I led the architecture and end-to-end development for a significant portfolio of the workshop curriculum:
Outcome Alignment: Mapped workshop-level capabilities directly to program-level performance targets
Curriculum Artifacts: Developed complete instructional packages for dozens of workshops, including lesson plans, outcome frameworks, student guides, instructor facilitation guides, and slide assets.
Learning Content Streams: Designed dual-track workshops balancing strategy and performance, examples of which include:
Language Strategy: Lecture Note-Taking, Academic Writing Systems, Seminar Discussion Strategies, Discipline-Specific Vocabulary Acquisition.
Academic Performance: Decoding Credit Syllabi, Time & Workload Management, Academic Integrity & Responsible AI Usage, High-Stakes Exam Strategies.
Assessment was integrated directly into authentic task execution rather than multiple-choice recall, leveraging higher-order cognitive levels of Bloom's Taxonomy, particularly applying, analyzing, evaluating, and creating.
Authentic Artifacts: Students applied strategies directly to their active credit-course materials.
Self-Evaluation Loops: Formative rubrics enabled students to critique their own academic output against university standards before submitting degree coursework.
Scale & Usability: Ensured seamless instructor delivery and consistency across 100+ workshops through standardized facilitation decks and structured lesson plans.
Tech Trade-off & LXD Insight: While PowerPoint was mandated for institutional rollout, a modern web-based format (such as Articulate Rise) would offer richer asynchronous practice, self-paced remediation, and interactive decision loops.
Post-launch evaluation revealed significant improvements in student confidence and perceived academic readiness:
High Learner Efficacy: Students reported a strong correlation between workshop strategies and their ability to navigate real-time assignments in their credit courses.
Successful Retention: The 6-hour modular format eliminated scheduling barriers, allowing students to maintain progress toward their degree requirements without burn-out.
Performance-First Design: Analyzing real-world performance contexts (syllabi and assignment prompts) ensures learning initiatives directly impact target behavior.
Architecting for Non-Linear Entry: When learner entry cannot be controlled, modular independence prevents prerequisite failure while preserving curriculum integrity.
Scalability Through Standardization: Large-scale learning systems require robust design templates and clear facilitation guides to ensure quality control across multiple instructors.
Role: Lead LXD & AI Solutions Developer (Needs Analysis, AI Prompt Architecture, Interaction Design, Prototyping & Development)
Domain: Executive Communication, Soft Skills & Professional Networking
Format: AI-Powered Conversational Simulation & Real-Time Coaching Engine
Tech Stack: Claude Code, Custom System Prompts, Self-Hosted Web Application
Many working professionals understand professional communication concepts in theory, but struggle with the real-time judgment required to navigate informal workplace conversations—such as small talk, networking, and relationship-building.
Because performance friction stems from uncertainty around context, tone, and social boundary management, traditional "content-heavy" instructional modules fail. Learners do not lack knowledge about communication; they lack low-risk, context-rich spaces to practice decision-making and observe immediate consequences.
Working professionals and rising leaders who want to build confidence and conversational agility across workplace networking, client interactions, and cross-functional team environments.
By engaging with this simulation engine, learners are able to:
Contextualize: Tailor communication style, tone, and depth of sharing to specific professional relationships and organizational settings.
Respond: Generate real-time conversational turns that build rapport without over-sharing or appearing rigid.
Identify Missed Opportunities: Recognize subtle openings in conversation to advance professional relationships.
Apply Feedback: Adapt and refine communication choices dynamically based on immediate formative coaching.
To eliminate passive multiple-choice testing, I architected a practice-first, generative practice model using an iterative hybrid of ADDIE analysis and SAM rapid prototyping.
Content selection → conversational turn → generative practice → AI formative coaching
Context as an Instructional Variable: Before starting, learners set two core variables:
Professional Relationship (e.g., Peer, Senior Executive, Client, New Contact)
Setting (e.g., Pre-meeting waiting room, Industry conference, Virtual coffee)
Open-Ended Response Generation: Instead of selecting pre-written choices, learners construct original text responses, creating authentic cognitive friction.
Multi-Dimensional Coaching Engine: The AI coach evaluates the input against context-specific criteria, providing feedback on:
Contextual Fit: Tone appropriateness, relationship dynamics, and level of formality.
Missed Opportunities: Conversational hooks the learner failed to leverage.
Alternative Approaches: Concrete examples of how to pivot or deepen rapport.
Rapid Prototyping: Iteratively refined system prompts, system instructions, and feedback loops to ensure the AI maintained consistent pedagogical evaluation without "hallucinating" or being overly forgiving.
Custom Development: Developed and deployed the functional application using Claude Code and self-hosted infrastructure, validating both the learning design and technical feasibility.
Assessment is embedded directly into the practice loop:
Real-Time Formative Feedback: Evaluates appropriateness, effectiveness, relationship dynamics, and rapport-building potential after each turn.
Performance-Based Mastery: Success is defined by conversational adaptability and self-correction rather than quiz scores.
Key Design Victory: Elevating context to the primary variable transformed generic "small talk rules" into nuanced, real-world skill building. The "missed opportunity" feedback loop proved exceptionally valuable for helping learners move from passive etiquette to active rapport building.
Future Roadmap:
Integrating longitudinal performance dashboards and multi-conversation rubrics.
Adding progressive difficulty levels (e.g., handling awkward silences, subtle pushback, or high-stakes executive networking).
Role: Instructional Designer & Developer (Task Analysis, Interaction Design, Prototyping & Development)
Domain: SaaS Product Onboarding & Software Training
Format: Interactive Software Simulation (Guided "Try" Mode)
Tech Stack: Articulate Storyline 360 (Screen Recording, Try Mode, Text-Entry Interactions), Custom HTML Mock Application (built with Claude Code), Netlify
Live Demo: https://taskly-invite-team-simulation.netlify.app
When a new team member joins a workspace, admins in SaaS products need to grant access quickly and correctly. Help articles and screenshots tell users *where* things are, but they don't build the confidence that comes from actually doing the task. Live practice in the real product is risky, because a wrong click can invite the wrong person or assign the wrong permissions.
Users need a safe, realistic space to rehearse the workflow before they do it for real.
Workspace admins and team leads in a small business who use Taskly, a fictional project-management app, and need to add colleagues with the right level of access.
After completing the simulation, learners are able to:
Navigate: Locate team management settings within the application.
Execute: Invite a new team member by entering their details accurately.
Decide: Choose the appropriate permission level (Viewer, Editor or Admin) based on what the colleague needs to do.
Confirm: Recognise the signs that the invitation was sent successfully.
I designed a practice-first simulation in which learners perform each step themselves rather than watching a demo.
Task analysis → realistic mock interface → guided practice → immediate feedback
1. Task Analysis: I broke the workflow into five essential actions and removed every non-essential click, so learners focus only on the decisions that matter.
2. Realistic, Safe Environment: Instead of recording a real product, I built a fully clickable mock SaaS application. This kept the interface brand-neutral, avoided exposing real customer data, and gave me control over every screen state.
3. Guided Practice with Scaffolding:
* Every screen shows a clear on-screen instruction, so learners always know what to do next.
* Hints appear when learners hover near the correct target.
* A wrong click triggers corrective feedback that guides the learner back on track.
4. Authentic Input: Learners type the colleague's email address themselves, which mirrors the real task and adds productive friction compared with clicking alone.
5. Meaningful Decision: The scenario gives a reason for the role choice ("Sam only needs to follow progress"), so selecting Viewer is a judgement call, not a guess.
Mock Application: I prototyped a clickable HTML version of Taskly with Claude Code, including navigation, a modal invite form, input validation, role selection and a success notification.
Screen Recording to Simulation: I recorded the workflow in Storyline 360 and converted it into step-by-step Try-mode slides, then refined hotspots, text-entry fields, hint captions and feedback layers.
Visual Design: I designed branded start and end screens that match the product UI, so the experience feels like one cohesive onboarding moment.
Deployment: I published to the web and hosted it on Netlify, so anyone can try it without an LMS.
Assessment is built into the practice itself:
Performance-Based: Learners progress only by completing each action correctly.
Formative Feedback: Incorrect clicks or entries trigger immediate guidance rather than a penalty.
Repeatable Practice: A "Try again" option lets learners rehearse the workflow until it feels automatic.
Key Design Insight: Building my own mock application, rather than recording a live product, gave me full control over the learning experience and kept the simulation clean, focused, and reusable.
Lesson Learned: Screen recording captures *exactly* what the designer does. For example, pasting text records a keyboard shortcut instead of a typing step, so a clean, rehearsed recording is part of good simulation design.
Future Roadmap:
Add a "Watch me" demonstration mode before the practice, then an unguided "Test" mode to check mastery.
Add an AI avatar presenter to introduce the scenario.
Expand into a short series covering related admin tasks, such as changing roles and removing access.
Role: Instructional Designer & Developer (Content Design, Scriptwriting, Visual Design, AI Video Production)
Domain: Cyber-Security Awareness & Compliance Training
Format: 75-second AI-presented microlearning video
Tech Stack: Articulate Storyline 360 (AI Avatars, AI Voice, Video Publishing), Custom Slide Visuals (designed with Claude Code), CapCut (Captions), YouTube
Watch: https://youtu.be/BbGvei3YIWA
Phishing is one of the most common ways attackers get into organisations, and a single click can put a whole company at risk. Yet most security awareness training is long, text-heavy and easy to forget. Employees sit through annual compliance modules, but in the moment they still struggle to tell a real email from a convincing fake.
Employees need a short, memorable way to spot the warning signs at the exact moment they matter: before they click.Employees at all levels in a mid-sized organisation, including non-technical staff, who handle email every day and need to recognise suspicious messages quickly.Employees at all levels in a mid-sized organisation, including non-technical staff, who handle email every day and need to recognise suspicious messages quickly.
Employees at all levels in a mid-sized organisation, including non-technical staff, who handle email every day and need to recognise suspicious messages quickly.
After watching the video, learners are able to:
Inspect: Check a sender's address for subtle tricks, such as swapped letters and numbers.
Recognise: Identify pressure tactics, such as urgent deadlines and generic greetings.
Verify: Hover over a link to reveal its real destination before clicking.
Act: Follow a simple Stop, Look, Report routine when an email seems suspicious.
I designed a single, focused video around one realistic example rather than a list of abstract rules.
Realistic scenario → one red flag at a time → memorable rule → clear action
1. One Example, Three Red Flags: Learners study one realistic phishing email throughout, and each slide highlights a single red flag. This keeps cognitive load low and makes the skill easy to transfer to real emails.
2. Signalling and Visual Cues: Red outlines, a hover tooltip, and a cursor draw the eye to exactly what the presenter is describing, so narration and visuals reinforce each other.
3. Human Presence with AI: An AI avatar presenter adds a friendly, human voice to a topic that often feels dry. This shows how AI can speed up video production without filming or voice actors.
4. Memorable Close: The video ends with a three-word routine (Stop, Look, Report) that learners can recall at their inbox.
5. Microlearning Length: At about 75 seconds, the video fits into a busy workday and works as a quick refresher, an onboarding clip or a link in a security newsletter.
Scriptwriting: I wrote a tight, conversational script for each slide, written for the ear and checked before generation to save AI credits.
Visual Design: I created a consistent set of branded slides with a fictional company email, highlighted red flags, and a dedicated presenter area.
AI Avatar Production: I generated the presenter and voice with Articulate Storyline's AI Avatar feature, keeping the same character and voice across every slide for continuity.
Accessibility: I added captions in CapCut so the video works without sound and supports viewers who are deaf or hard of hearing.
Publishing: I exported the video as an MP4 and hosted it on YouTube, so it can be embedded anywhere or shared on LinkedIn without an LMS.
As a short awareness video, this piece focuses on recognition and recall:
Built-In Retrieval Cue: The Stop, Look, Report routine gives learners a simple checklist to apply on the job.
Suggested Follow-Up: The video is designed to pair with a short knowledge check or a simulated phishing email, which would measure whether learners can spot the red flags on their own.
Key Design Insight: Anchoring the whole video in one realistic email made the content concrete. Learners see the red flags in context instead of memorising a list.
Lesson Learned: AI avatars speed up production, but they bring their own constraints, such as a fixed 16:9 video frame and limited generation credits. Designing the slide layout around the avatar format from the start, and finalising scripts before generating, saved time and rework.
Future Roadmap:
Add an interactive "spot the red flag" activity where learners click on the suspicious parts of a new email.
Create a short series covering related threats, such as fake invoices, text-message scams, and QR-code phishing.
Produce localised versions in other languages using AI voice.