Client Need:  Retail company needed WBT for a new software release.

Solution:  We created web-based training for multiple software applications.  The web-based training included a list of objectives for each module, user interaction at least every 5 pages, glossary, FAQs, printer friendly quick reference cards, navigation that was easy to use when completing the training from beginning to end and to reference after training was complete.

User interactions included mouseovers containing field descriptions, check your understanding of questions with corrective and positive feedback, simulations of real-life scenarios, links to other appropriate sites, and links to glossary terms.

Client Need:  A WBT tool to assist managers in assessing employee performance and build high quality leadership.  A tool to assist leaders in coaching employees.  Access to training by users from all over the country via their Internet.

Solution:  We developed an Internet site that allowed managers to go through the online training, link to a glossary of terms, complete exercises to ensure learning took place, access activity packets so they could apply the concepts they learned, and link to quick references.

Client Need:  Reduce the time customer service reps spent in training.

Solution:  We conducted a needs analysis and our conclusion was that Web-based training would achieve the objective.  We then developed the Web-based training and materials for the classroom portion of the training.  Training went from 4 weeks to 2 weeks.

Client Need:  A university wanted to develop some marketing for their Best Practices for Field Days in order to encourage people that develop field day events and explain what a good field day consists of. They also needed a refresher course for those that attended a training session to refresh their memory on how to code a field day observation.

Solution:  After discussing the key objectives of the project with the SME, Polly collected content from a variety of sources (websites, handouts, training materials, personal observation). She then organized the content to develop a home page for their Best Practices for Field Days that followed a logical order.

We also developed a refresher course for observers so they can quickly get back up to speed for observing and assessing a field day event. We took all of the content and forms and condensed the information into a course in which they can easily go through from beginning to end or locate desired information quickly. The course also included watching a video, assessing what they observed, and comparing their answers to a successfully completed assessment.

Client Need:  Our client wanted to develop a curriculum of eLearning courses for their newly developed project lifecycle for project managers.

Solution:  Partnered with the Project Manager and SMEs when developing the content for the eLearning modules to define the scope of each module, objectives of each module, and what information to include in each training module.

Wrote storyboards and audio script for training Project Managers on their responsibilities and tasks throughout the project lifecycle from pursuing a project to the on-going management of a project.

Developed over 40 modules using a custom CMS (Content Management System), including access to an online glossary, printable quick references, checks for understanding, and tracking of module completion.

Client Need:  Identify and design training for fund accountants globally for a software implementation and new business processes and policies / procedures.

Solution:  We completed a needs assessment, designed the overall training curriculum, developed training designs for each course, and worked with SMEs to build business content on complex financial instruments and processes.

Developed classroom led training comprised of PowerPoint presentations with detailed instructor notes to ensure consistent training. The instructor notes also included activities the trainer was to conduct with the students.

Also developed online training using Captivate with demonstrations, hands-on activities, checks for understanding, tracking the completion of each course, and a survey to complete about their training experience. 


Client Need:  Retail company needed to train new hires online about working in the jewelry department. Some of the content necessary for training included learning about the different kinds of metals and stones and changing the battery in various types of watches.

Solution:  Knowledge Design & Delivery played many roles on this project:

  • Managed the entire project

  • Developed the content for the training

  • Wrote the script for the video shoot, including the scenes, script, etc.

  • Obtained the necessary items for the photo and video shoots

  • Organized, coordinated, and oversaw the photo shoots

  • Produced the video with narration

  • Programmed the training for use as a CBT course

Web-Based Training Case Studies