Revolution Credit Technology Education Innovator | 2015 work sample
10-minute online course design for financial education
TEI designed an online consumer-facing course for Revolution Credit to build in-house for a top-5 US financial services firm.
A California fin-tech startup, Revolution Credit provides fast and effective web courses to build better money habits
Defining the target.
Revolution Credit hired TEI with very specific deliverables in mind: a course design to complement their existing portfolio and extended it to a new in-demand topic.
- Deeply analyzed previous courses in the series
- Drove decisions to improve consistency within courses
TEI designed toward a known design standard.
Instructional Design alternatives.
TEI provided two design alternatives, each with multiple activity options.
- Deeply explores alternative participant motivations, personas
- Provides visual and textual explanations of activity alternatives
- Includes objectives, reviews, and knowledge-check descriptions
- Facilitates design discussions based on multiple options
Two alternate course designs with options for each activity makes for quadruple the design!
Storyboards.
TEI wrote a 15-page storyboard for a 10-minutes course. Details matter to the client and to us.
- Provided direction to graphic artists
- Carefully thought out timings for content, activities, reviews
- Wrote scripting and detailed design notes
Tightly defined visuals with moment-by-moment descriptions.
Easily navigated client's financial-education goals.
Balanced creativity, clarity, and client's tone and branding.
Client communication.
TEI wrote "1-pager" course summaries to simplify decision making when it was time to choose among the course and activity alternatives.
- Drove decision-making through clearly organized Skype sessions
- Provided just enough information to make choices, with backup details as needed
When our clients provide courses for other global clients, simplifying decision making is critical.