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Case study 02 / Articulate Storyline

The Expert Is Leaving in 30 Days

A scenario-based learning experience that asks leaders to protect critical knowledge, prepare a capable employee to step up, and make deliberate transfer decisions before time runs out.

Project type
Interactive workplace simulation
Audience
Managers, team leads, and professionals responsible for knowledge continuity
My contribution
Instructional design, scenario writing, storyboarding, visual design, interaction design, and Storyline development
Status
Independent portfolio project · In development

The challenge

Thirty days to protect knowledge the team cannot afford to lose.

Jordan, a Senior Implementation Specialist, is leaving in 30 days. Much of the knowledge required to lead complex implementations lives in Jordan's experience: judgment, workarounds, stakeholder context, and the ability to recognize problems before they escalate.

Alex, an Implementation Analyst, is capable and ready to grow, but needs structured guidance and meaningful practice. The learner's assignment is to build a transfer plan that protects the business while preparing Alex to take greater ownership.

Expert knowledge→Critical priorities→Guided practice→Team continuity

The learner's starting point

A strong time window with uneven readiness.

The opening dashboard makes the performance problem concrete. Time begins at full strength, while continuity, readiness, and quality reveal where the transfer plan needs attention. The learner must use the remaining days wisely instead of treating documentation as the entire solution.

50ContinuityKnowledge is concentrated
20ReadinessAlex needs guided practice
20QualityTransfer has not been verified
100Time30 days remain

The design response

A workplace simulation built around judgment, not information alone.

01

Make the risk immediate

A 30-day countdown turns an abstract knowledge-management problem into a time-bound performance challenge with visible consequences.

02

Give the learner a real assignment

The learner must protect business continuity while preparing Alex to lead complex implementations, rather than simply recalling information about knowledge transfer.

03

Make priorities visible

A current-state dashboard tracks continuity, readiness, quality, and time so each decision can be evaluated against the larger goal.

04

Practice judgment

Multiple-choice decisions, prioritization activities, and drag-and-drop planning ask learners to decide what to capture, transfer, practice, and verify.

Inside the experience

Six moments that move the learner from urgency to a defensible plan.

Together, these screens show how the experience moves from urgency and context into guided questioning, decision practice, and a clear knowledge-transfer outcome.

Your Mission screen introducing the 30-day knowledge-transfer assignment
Opening assignmentThe learner receives the 30-day challenge and understands what is at risk.
Meet the team screen introducing the people involved in the critical handoff
Meet the teamJordan and Alex establish the expertise gap, the successor relationship, and the human context.
Starting-point confidence check asking whether the team could continue Jordan's work tomorrow
Current-state dashboardA confidence check makes the continuity risk visible at the start of the experience.
Example interview showing Priya asking Jordan about warning signs in a recent implementation
Priority decisionA modeled interview demonstrates how experts surface the judgment behind successful decisions.
Interview activity asking the learner to select the best follow-up question for Jordan
Transfer-plan activityThe learner practices asking targeted questions that reveal tacit knowledge and early warning signs.
Strong outcome screen showing how the team preserved critical knowledge after the expert left
Results and reflectionThe final state shows how focused transfer decisions protect continuity, judgment, ownership, and time.

What this project demonstrates

Scenario-based learning

A credible workplace situation gives every interaction a practical reason to exist and keeps the experience focused on performance.

Performance-centered design

The course begins with what the learner must accomplish: preserve essential knowledge and prepare another employee to perform.

Information prioritization

Learners distinguish mission-critical expertise from information that can be documented, delegated, or learned later.

Practice and feedback

Decisions are followed by targeted feedback that explains the tradeoffs and connects choices to continuity, readiness, and quality.

Visual learning system

A restrained corporate interface, persistent day counter, dashboards, cards, and status indicators make the scenario easy to navigate.

Storyline development

The project translates a storyboard into an interactive Articulate Storyline experience with reusable layouts and interaction patterns.

My role and tools

Designing the learning strategy and building the experience.

This is an independent portfolio project developed to demonstrate my end-to-end process, from defining the performance challenge through visual design and Storyline production.

  • Defined the workplace performance problem and learner role
  • Created the scenario, characters, dashboard, and 30-day structure
  • Designed decision points, prioritization activities, and feedback
  • Built the storyboard and reusable visual system
  • Developing the interactive experience in Articulate Storyline 360
  • Using Adobe Creative Suite for supporting visual assets

Current status

An in-progress prototype connecting knowledge transfer to observable decisions.

The storyboard and visual direction establish a complete scenario arc, including the assignment, team context, current-state dashboard, decision activities, and final results screen. Storyline development is currently underway.

Because the project has not yet been tested with learners, this case study does not claim performance outcomes. The next phase is to complete the interaction build, test usability and decision clarity, and refine the experience using feedback.

Performance challengeScenario and characters24-screen storyboardDashboard systemDecision activitiesDrag-and-drop planningFeedback statesStoryline prototype

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