Travel policy training

The problem we were trying to resolve in this case was an overly-complex travel policy. The Human Resources department approached the eLearning team to create a self-paced module that would both cover some recent updates to the travel policy and also serve as a supplement to the existing instructor-led training that took place every few months as part of new employee orientation. The HR SMEs felt that a module employees could reference any time after orientation would reduce frequent questions to their office and potentially replace their in-person training altogether. 

Training Content

HR had several existing materials from which to draw the major strokes of the training. This included a permanent intranet page with some simplified steps to the travel process (see image below). I wanted to expand upon these steps to anticipate and answer questions employees may have. For example, step one says, "Need for travel is defined." The passive voice structure of the sentence leaves out important information about who should be defining the travel let alone how that travel should be defined (e.g., in writing? email? web form?) and to whom. To resolve this issue, I worked with the SMEs to outline a new step format that was broken up into three segments: Before, During, and After. I rewrote each step in active voice with the employee as agent. Then, I created tab activities for each step that showcased relevant policy language and examples using animation to draw the eye.