In this portfolio artifact I show two different approaches to storyboarding that I’ve used. One is a more typical storyboarding approach in that it aligns with a linear process of instructional design, while in the other I use in more agile instructional design process.

1. Storyboard for Linear ID Development Process

Project Details: I created this storyboard based on a hypothetical scenario for health care workers. I’m interested in ID work within health and wellness, so I wanted to focus on a related problem that health care workers have faced during the pandemic.

I’ve adapted this format based off of some of the certification trainings I’ve attended that Tech Smith offers for their Snagit and Camtasia products.

Tools Used: Snagit, MS Word, Google Docs, Pixabay

Influencers: Matt Pierce and Daniel Park of Tech Smith

Instructional Design and Development Process

This storyboard would be something that I would use if I were creating a learning asset, such as microlearning module or a job aid video. I’ve chosen to take screenshots of the type of visual assets I that would be included in this eLearning asset. Providing these screenshots could help spur the conversation on what type of visual asset should be included (video, interactive animation) and budgetary concerns during the planning and development phase.

This storyboard would be more linear in that it would go through multiple revisions and seek comments using the commenting feature within MS Word or Google Docs before it eventually gets to the implementation phase. This storyboard would be useful in situations where the instructional design process follows a waterfall approach, such as ADDIE.

2. Agile Storyboard for Adobe Captivate Software Simulations

Project Details: This storyboard closely aligns to the type of work that I do for more technical software users. Salesforce is one of the software products I have provided learning assets for, so this is representative of that.

Tools Used: Adobe Captivate, MS Word, Snagit

Influencers: N/A

Instructional Design and Development Process

This project represents a storyboard that I’ve used to provide SMEs with a snapshot of learning assets created in Adobe Captivate. In this scenario I’m demonstrating to users the process of converting an opportunity in Salesforce Classic.

Typically when I create a video like this in Adobe Captivate, I’ll need to get feedback from the product owners and other SMEs to determine if I’ve captured the process correctly and if my narration is appropriate. Some of the sales processes I support for Salesforce can become quite complex, so depending upon what type of materials I get from the SMEs in my solutioning and planning sessions, there can often be errors in a captured process or what I’m instructing the users to do.

The narration is created using the ‘add slide notes’ feature in Adobe Captivate. Once I’ve created my initial learning asset in Adobe Captivate, I use the print function to print a handout in Adobe Captivate. This outputs a MS Word file and I simply replace slide notes with narration and ensure I’ve captured my mouse clicks or other graphics in my handout. I can then send this out to my SMEs for feedback using MS Word or a Google Doc to check for accuracy and seek revisions.

This is not a very linear storyboarding process in that I’m often creating the learning asset first and then seeking the feedback and different stages of the process. However, this storyboarding process reflects the more agile workflow that software developers typically employ.

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