What is Medicare?
role
Instructional Designer
Tools used
Articulate Rise
Client/Context
New-hire Sales Agents
year
2023
✨ Overview
This microlearning course was designed to make the complexities of Medicare accessible and digestible for newly hired Sales Agents. Using Articulate Rise, I created a bilingual, interactive, and assessment-driven onboarding module that equips learners with foundational Medicare knowledge — all in a clean, mobile-friendly format.
🧭 The Challenge
Medicare is notoriously difficult to understand — even for professionals working in the field. New Sales Agents needed a reliable, repeatable training experience that simplified key concepts and aligned with job responsibilities from day one. The existing materials were too text-heavy and not aligned with adult learning best practices.
🎯 Learning & Performance Goals
1. Learning Objective: Learners will be able to differentiate between the four parts of Medicare and their benefits.
2. Learning Outcome: Given four customer profiles, learners will match each to the appropriate Medicare part with 100% accuracy.
3. Performance Objective (KPI): Inquiries about Medicare part differences from new hires will decrease by 50% by end of year.
🛠️ My Instructional Design Process
1. Blueprinting the Course: With the objectives in place, I mapped out a learner journey that started with the basics and built toward application. I identified milestone concepts and layered in practice opportunities throughout.
[View Blueprint]
2. Storyboarding for Development: I created a detailed storyboard to guide the development phase in Rise. Each block was clearly described — from copy and interactions to images and assessments — ensuring consistency and flow.
[English Storyboard] [Spanish Storyboard]
3. Beyond the Screen: To support retention and real-world application, I designed a printable job aid — a one-page cheat sheet summarizing the Medicare parts. This helped turn the course from a one-time learning event into a long-term reference.
[View Job Aid]
🌍 Language Inclusion: Spanish Translation
As a bilingual instructional designer, I believe accessibility includes language. I fully translated the course into Spanish, aligning terminology with the official Spanish Medicare site. This included:
- A Spanish storyboard
- A fully developed Spanish course version
- Cultural sensitivity in tone and examples
Links to both versions available here:
[Launch the English Course]
[Launch the Spanish Course]
📈 Results & Feedback
After development, I shared the course with a panel of instructional designers and beta learners for feedback. Here’s what I learned:
✅ Strengths Identified:
- Interactive and enjoyable flow
- Clear visuals and intuitive navigation
- High accessibility for diverse learners
🛠️ Revisions Made:
- Clarified instructional cues in two activity blocks based on user confusion
- Enhanced contrast and alt text for accessibility
💡 Takeaways
This project brought together many of my strengths — from curriculum design and visual layout to language localization and learning analytics. It reaffirmed my belief that great learning experiences are inclusive, intentional, and human-centered.
Get in touch
Looking for an instructional designer you don’t have to babysit? I deliver accurate, on-brand training (in English and Spanish) on time, every time. From compliance modules to custom storytelling, I bring clarity, consistency, and calm to complex projects. Ready to get started? Fill out the form below. I’d love to hear about your project.
