Designing in Articulate Rise: The Ultimate Post-Design Checklist

Creating a great learning experience is no easy task—it takes significant time, effort, and resources to deliver an experience that resonates with learners and achieves your desired outcomes. 

At Maestro, we believe that learning works best when beautifully designed. The more attention we give to the design of learning, the more learners will reciprocate with their time and engagement. 

That’s why we created this easy-to-use checklist. If you’re a learning designer creating eLearning in Articulate Rise and you’re committed to designing the best possible experiences for your learners—this checklist is for you! There are plenty of little tweaks and design details that can help you level up your course design and deliver a beautiful, consistent, visually engaging final course.

Check this off your list

Whether you print it out or keep it saved to your desktop, this one-page checklist will become your go-to for quick tips and design tweaks, including:

  • Branding (Colors, fonts, etc.)
  • Hierarchy (Sizing, formatting, etc.)
  • Bite-sized content (Accordions, Labeled Graphics, etc.)
  • Transitions (Background color, Dividers, etc.)
  • Visuals (Stock photos, icons, etc.)
  • Padding (Formatting, pixel size, etc.)

Check this off your list

Thanks for downloading the Instructional Design Checklist! You’re now set to make the most out of your storyboard—and streamline your course design. Select the following link to access the checklist (we’ve also sent it to your inbox so you won’t have to dig for it in the future).

Instructional Design Checklist: Evaluating a Learning Experience

A well-constructed storyboard provides the at-a-glance view you need to evaluate your soon-to-be learning experience. Our Instructional Design Checklist pairs perfectly with our storyboard template for the ultimate evaluation of your learning experience.

Use this Instructional Design Checklist to discover content and clarity gaps, inconsistencies, and potential learning lags—before those design hours go to work!

Storyboard smarter

What you’ll get:

  • Questions to diagnose any potential pain points in your learning experience
  • Guidance on evaluating your course’s organization, balance, assessments, content, and more
  • Specifics on crucial elements and considerations such as VO length, OST, and more
  • Tips for addressing problems the evaluation surfaces

Convergent vs. Divergent Thinking: How to Use Both to Think Smarter

When it comes to convergent vs divergent thinking, some of us favor one style of thinking over the other. You see it most clearly in the problem-solving process. When you’re solving a problem, do you tend to use logical reasoning? Or do you prefer to generate tons of creative ideas and see what sticks? Although some may naturally veer toward one method over the other, you need both to innovate the best possible solutions.

Convergent and divergent thinking—terms coined by American psychologist J.P. Guilford in 1956—describe two complementary cognitive methods for analyzing a problem and choosing the optimal solution. For learning professionals, understanding convergent vs divergent thinking and how to use both can help you generate innovative ideas and deliver more-effective learning experiences.

Let’s explore convergent thinking vs divergent thinking and how to strike the right balance between the two.

Convergent vs divergent thinking: what’s the difference?

Convergent and divergent thinking are opposite forces that call for very different mindsets. While it’s impossible—and contradictory—to engage in both kinds of thinking at the same time, using both types of thinking throughout the problem-solving process will enhance the overall outcome. Let’s take a closer look at the differences between divergent thinking vs convergent thinking.

What is divergent thinking?

Divergent thinking involves generating as much information and as many ideas and solutions as possible—think quantity over quality. This kind of thinking is all about gathering information, coming up with ideas, and letting creativity run wild. It’s a free-flowing form of thinking where no idea is off limits and the goal is to generate multiple potential paths forward. 

Divergent thinking can be applied to both problem-finding and problem-solving. For example, we apply divergent thinking at the beginning of the learning-design process to accurately diagnose the learner problem and avoid assumptions—it’s part of our Learning Environment Analysis framework. We gather as much information as possible about the learner audience and context, conducting field observations, interviewing learners, and reviewing the pre-existing learning materials.

The information gathered during this divergent-research phase informs the next step in the process in which we think convergently to identify the problem and create a problem statement (we’ll talk more about that later on). Once we have our problem statement, it’s time to problem-solve. During this phase, we return once again to divergent thinking in order to brainstorm as many solutions as possible. Those ideas then inform the final stage, where we think convergently to land on the best possible solution.

Divergent thinking is a creative process, but that doesn’t mean you should forgo a structured, thoughtful session for your brainstorming. When we host brainstorms, we put plenty of thought into the prompts, activities, and structure of the session in order to brainstorm better solutions.

What is convergent thinking?

Divergent and convergent thinking are on opposite sides of the same coin. Where divergent thinking is about discovering, convergent thinking is about defining. You’ve gathered plenty of information and ideas, now it’s time to focus on systematically synthesizing, organizing, and categorizing it all to arrive at a well-defined solution. 

The goal of convergent thinking is to take a structured approach to arriving at a clear solution. During this stage, you’ll analyze the inputs from the divergent-thinking phase to determine an outcome or actionable next step—it’s a decision-making moment defined by logical thinking, analyzing, and evaluating.

When to use convergent versus divergent thinking

By now, you’re probably starting to understand convergent vs divergent thinking and how these two methods complement one another. The two modes of thinking work together: divergent thinking without convergent thinking isn’t actionable, and convergent thinking without divergent thinking is limiting. But what’s the best way to apply convergent vs divergent thinking? How do you know when to employ each method?

We believe that using the Double Diamond framework—a combination of divergent and convergent thinking exercises—helps balance our focus on the content of the learning experience (where people tend to naturally focus) with the wants, needs, and challenges of the learners themselves. 

You can delve deeper into exactly how we apply the Double Diamond framework, but what’s most important to know here is how to alternate between the two phases of thinking to help fuel better learning experiences. Since divergent and convergent thinking call for very different mindsets, it’s critical that each step remains distinct and separate. 

Here’s our approach to convergent vs divergent thinking, at a glance:

Discover – Divergent
We start with an exploratory research phase to better understand learners and eliminate assumptions from our work. Objective tools such as field research and learner interviews help curb pre-judging and solutioning during this phase.

Define – Convergent
Next, we take the information generated during the divergent phase and analyze it to reach an actionable next step. Tools like mind mapping and decision trees help us identify patterns and common themes that we can hone to form a clear problem statement.

Develop – Divergent
Shifting from problem-finding to problem-solving, we hold a strategic brainstorm to explore all possible solutions for the identified problem. Our philosophy is that quantity drives quality. We adopt a “Yes, and … “ mentality and don’t allow any judging of ideas at this stage. One of the easiest ways to snuff out innovation and creativity is to start judging information or ideas as they emerge.

Deliver – Convergent
It’s decision time—we use convergent thinking to bring the entire process together. We evaluate the potential solutions we brainstormed, test and pilot our top choices, and then determine the best solution for the problem.

Strategic learning experiences perform better

Whether you’re a creative thinker or naturally analytical, it’s important to learn how to apply both kinds of thinking throughout the learning-design process. Without using both divergent and convergent thinking, you run the risk of misdiagnosing the learner problem, overlooking possible solutions, and delivering a learning experience that falls short.

We believe that when learning is intentionally designed, amazing things can happen. With just a few simple yet strategic steps, you can easily apply convergent and divergent thinking to illuminate learners’ needs, spark innovative ideas, and converge around a solution that works best.

Malcolm Knowles’ Five Assumptions of Learners and Why They Matter

Malcolm Knowles’ adult learning principles may not be the most buzzworthy topic in L&D right now, but his work hugely influences the field. If you know Maestro, you know that our team of learning experts has spent countless hours thinking about learning and what creates meaningful, memorable learning experiences. From this, we’ve developed our four Learning Principles: core philosophies that synthesize the brightest ideas in learning theory and design, combined with our experience and expertise, to create a clear lens for inspiring change through learning. There’s no separating our work from Knowles’s, or that of any learning professional. It’s all interconnected and works together to push the industry forward.

Meet Malcolm Knowles, an educator who was passionate about understanding adult learners and what makes them unique. Let’s get to know Knowles along with his five assumptions of adult learners, and how to implement them into your next course strategy.

Who was Dr. Malcolm Knowles?

Malcolm Shepherd Knowles (1913–1997) was a prolific American educator well known for popularizing the term andragogy for adult education. In 1935, Knowles began working under Eduard C. Linderman, another educator who was part of the revitalization of andragogy as a concept, and continued his pursuit of mastering the art of teaching adults in both formal and informal settings.

Knowles spent his career theorizing about how older people approach learning in a way that’s unique compared to children, and from this, he developed five assumptions about adult learners.

To better understand Malcolm Knowles’ definition of andragogy, let’s look into these assumptions and why they’re important for those interested in adult learning principles.

Related

What Is Adult Learning Theory? And How to Use It to Get Better Learning Outcomes

Malcolm Knowles’ theory: Five assumptions of adult learners

1. Self-concept: Adults become more self-directed as they mature

The first of Malcolm Knowles’ adult learning principles is this: as adults move throughout life, they become more independent and self-directed. Adult learners want to have ownership over their learning journey. This is why learning experience platforms (LXPs) and the advancement of eLearning have been huge in the learning industry—these tools allow adult learners to take ownership of what they learn and how they learn it.

It can be easy to make assumptions about what learners might need—especially from the position of leadership, which might not be as connected to the day-to-day work of the people who actually need the training. Instead, consider giving your learners some freedom to make their own choices in their learning journey, whether that’s by allowing them to choose their learning paths or how they receive their information. There’s a time and place for formal learning, but a blended approach can help empower learners to take initiative and learn in the moment of need.

2. Learner experience: Adults bring a wealth of experience to the learning process

The second of Malcolm Knowles’ principles of adult learning is about the learner experience. Unlike children who are frequently learning things for the first time without previous experience, adult learners bring the richness of past education, jobs, and life events to learning experiences. Basically, don’t assume your learners are blank slates without first understanding the knowledge they bring to the table.

Even if the concepts and skills you’re introducing are new, remember that adult learners may have skills and lived experiences that they can reference to enrich their own process of discovery and growth. Finding ways to integrate this with discussion groups and debriefs can be an effective way to help your learners feel like you see the value they bring, too.

3. Readiness to learn: Adults want to learn things that help them accomplish relevant tasks

You might’ve heard that adults care a lot about the “why” behind learning, and that’s where Knowles’ next assumption about “readiness to learn” comes in. Unlike children, who absorb everything they can as they grow up, adult learners are more selective with what information they take in. Common questions you might hear learners ask include, “How will this help me?” or, “What’s really in it for me?”

This is why the planning stage of any eLearning course or training is pivotal: you need to make it clear from the beginning what your learners are taking away from it and why that matters. Develop activities in your courses that mimic real-world job scenarios, include interactive elements, and make sure that what learners walk away with is applicable to their everyday job role experience.

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4. Orientation to learning: Adult learners want to solve problems

Similar to readiness to learn, Malcolm Knowles spoke of adult learner orientation, noting that adults move away from subject-based learning, which centers around simply knowing about a concept, towards problem-based learning, which focuses on knowledge that tangibly contributes to problem solving.

Scenario-based learning can be incredible for teaching your adult learners problem-solving skills while avoiding costly mistakes on the job. See how this style of learning can engage learners and help them perform better in their roles.

5. Motivation to learn: Adults rely on internal rather than external motivation

Let’s delve into the final of Malcolm Knowles’ principles of adult learning: Knowles made an assumption about adult motivation to learn. While children have external sources of motivation to learn—including parents, teachers, or the societal push for higher education—once learners become adults, they no longer have those same external motivators. They get replaced by internal motivators, which are individual to each learner. 

Internal motivations for learners could be to get a raise or promotion, to improve their skills in a relevant area, or to improve their life both in and outside of the workplace. It’s important that companies spend time understanding what motivates their learners so that these motivators can be part of what shapes the learning development process.

Meet adult learners where they are

With a new understanding of Malcolm Knowles’ concept of andragogy and adult learning principles, consider how you can apply these assumptions to the learning experiences you create. At the end of the day, your learners want to feel that you believe in their talent, trust them to do well, and want to invest in their future. By applying Malcolm Knowles’s assumptions, you’ll be on your way to doing all three.

Bite-Sized Learning, Demystified: The Benefits, Limitations, and How to Get It Right

Bite-sized learning (also known as microlearning) has been a trending topic in L&D for years. Now, thanks to a distributed workforce, increased workloads, and decreased attention spans—not to mention the impact of platforms like TikTok and YouTube—the popularity of bite-sized learning in L&D is greater than ever.

A recent BizLibrary report found that half of L&D professionals surveyed were ready to utilize microlearning in their learning and development initiatives. Why? Because microlearning addresses the specific needs and constraints of the modern workplace learner. Learners today, despite being “overwhelmed and distracted,” are still eager to learn. But the ways in which they want to learn are shifting. According to Elucidat’s recent profile of the modern learner, 56% of workplace learners learn at a point of need. This new learning preference is a great opportunity for more “just-in-time” microlearning opportunities that meet learners where they are.

With that in mind, it’s no wonder that the demand for bite-sized learning continues to grow, both for learners and L&D teams. But like with any trend, microlearning must be implemented thoughtfully, intentionally, and in a way that aligns with the science of how adults learn. When used in the proper context, bite-sized learning can supercharge your learning efforts. But overall, microlearning should supplement rather than replace your existing training initiatives.

Ready to make the most of bite-sized learning? In this article, we’ll cover what microlearning is, what it can and can’t do, and how to effectively implement it in your learning strategy. Let’s get to it.

What is bite-sized learning?

There’s no universal definition of bite-sized learning, but at Maestro, we align most with this explanation from eLearning Industry: Microlearning “delivers short bursts of content for learners to study at their convenience. Content can take many forms, from text to full-blown interactive multimedia, but should always be short.” In the words of one of our learning strategists, “Microlearning is a more focused, more referenceable learning opportunity.”

In terms of delivery mode, the sky’s the limit. Some examples of microlearning experiences include short, bingeable videos, snippets of audio, infographics, interactive games, quizzes, and short eLearning courses. The ultimate goal of bite-sized learning isn’t to deliver as much information as possible in the shortest amount of time but rather to deliver highly focused material so learners can learn what they need when they need it.

The limitations of bite-sized learning

While microlearning may appeal to busy learners who need to learn (or relearn) something quickly and don’t have time for an entire training program, it’s not an adequate replacement for more comprehensive training initiatives.

Shorter isn’t always better, especially if the training material requires context, background, and/or repetition in order to be learned and retained. For highly complex subject matter, expansive learning initiatives, sensitive topics, or courses that require in-depth or in-person training, microlearning alone isn’t ideal. Microlearning is a tool in your toolbox to be employed at the right time and paired with the right learning objective.

The benefits of bite-sized learning

When implemented properly and in the appropriate context, bite-sized learning offers multiple advantages that cater to both the modern learner and the modern learning professional.

Bite-sized learning advantages for learners

  • Minimal disruption of scheduled work and productivity
  • Provides just-in-time learning, allows learners to learn just what they need, and can provide real-time solutions to real-time problems
  • Reduces cognitive load by presenting topics one at a time, in an organized and very focused manner
  • Cultivates self-directed learning—ideal for adult learners—and gives learners more freedom
  • Can boost learning retention when coupled with spaced repetition

Bite-sized learning advantages for L&D professionals

  • Forces you to identify the most important, relevant information (i.e. “skim the fat”)
  • Can help fill gaps or speed time to competency at a specific skill
  • Can be used to provide updates or customized supplements to your more comprehensive learning programs
  • Faster turnaround on design, development, and implementation (and faster to improve or replace)
  • More affordable to produce
  • Less disruption of employee/learner productivity
  • Higher completion rates

Examples of bite-sized learning

Learning is a process, not a one-time event. A learner might gain new knowledge or practice a new skill during a microlearning unit like a short tutorial video, but effective learning—learning that sticks—requires more than a single microlearning unit. It’s unlikely that one infographic or even a series of short videos will instill lasting behavioral change in your learners. But, when leveraged within a larger, blended learning strategy, microlearning can make all the difference, especially for retention and reinforcement. Microlearning is a great way to interrupt the forgetting curve and improve information recall.

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Implementing bite size learning into your learning initiative might look like …

  • Short, on-demand eLearning courses focused on one topic at a time
  • Strategically spaced quizzes to reinforce retention of earlier learning
  • Job aids and PDFs for easy-to-access guides and references
  • Micro-assessments to fill the gaps in the Review stage of learning
  • A custom app built for on-demand or in-the-field learning – See the multipurpose sales training app we developed for Medtronic employees so they could easily access product information on the go
  • Quick pre-learning videos to get your learners in the zone (often paired with ILT and vILT) – Check out the short, shareable, and smart training videos we created for Best Western Hotels
  • A series of audio shorts to introduce or revisit key ideas
  • Fun and quick gamified eLearning courses to get learners exploring information – Check out the unique, on-demand game we created for a global audience of 27,000 CSL employees to explore career paths within the organization

Use these microlearning examples to inspire you to support and strengthen your learning programs with smart microlearning integrations. Bonus: bite-sized learning also encourages self-guided learning, providing your learners with the tools they need to succeed on their own. To help focus your content and match it to the right learning objective, use a framework like Tell, Show, Do, Review.

Tips for getting bite-sized learning right

In today’s busy work landscape, microlearning is a great way to meet your learners where they are. When done right, it delivers focused learning efficiently, effectively, and in a way that’s highly engaging. Here are some tips, inspired in part by L&D expert Dr. Nidhi Sachdeva of the Learning Scientists blog, to help you get it right.

One (tightly focused) topic at a time

Whether you’re curating content for a one-off microlesson, or crafting a bite-sized learning unit within a larger learning initiative, make sure the material is tightly focused on one topic at a time. You can take inspiration from the book Smart Brevity: The Power of Saying More with Less, which encourages you to identify the “one big thing” you’re trying to achieve. Get clear on your objective and list the points you need to make to achieve it. From there, narrow your list to one or two key points—just the essentials. Finally, delete and further refine your content to its simplest form. It’s okay to leave ideas on the cutting room floor. You can use them in other course content!

As a starting point, challenge yourself to craft a single sentence that tells learners exactly what they need to know. Use this as the first sentence of the learning experience—sometimes that’s your best chance to convey what they really need to know.

Pick the right context

Microlearning is often a solution for learners who are strained for time and require point-of-need reinforcement. If that’s the case, consider how you can push the learning directly to them and bake it into their real-world environment. For example, if you’re training on a new software, can you utilize a tool like WalkMe to deliver moment-of-need learning? Or if you’re training on giving effective feedback, can you integrate a microlearning video directly into your performance management tool? Meeting learners where they are, and offering learning in the flow of work, helps learning stick.

Write for busy learners

Learners are busy, and clear is kind. Instructional designers have a responsibility to write clear, easy-to-understand learning content. Keep your writing concise, active, and direct—microlearning is not the place for anecdotes, jokes, or fluff of any sort. Opt for plain language over jargon and avoid filler words (actually, just, essentially, etc.) It’s also a best practice to focus on one idea per sentence to ensure clarity and focus.

Less is more

Resist the urge to mass-produce tons of bite-sized learning lessons just because they’re easier and cheaper to churn out—you run the risk of overwhelming your learners, especially if your content bank or LMS is unorganized and difficult to navigate. It’s usually better to create a small number of intentional, high-quality pieces of bite-sized content and track their performance. Are learners engaging with the material? Are they passing the assessments or knowledge checks? How many tries does it take? Has job performance improved? Use this information to weed out what’s not working and create better microlearning that’ll help learners achieve their goals.

Bite-sized learning: small but mighty

Bite-sized learning is a phenomenal tool for breaking down complex topics into digestible pieces, reinforcing learning when learners need it most, and filling the gaps in more comprehensive learning initiatives. But it’s not the be-all and end-all of L&D. To truly capitalize on the benefits of bite-sized learning, learning professionals must apply it intentionally, thoughtfully, and within the context of the science of learning.

The Top Learning and Development Tools That Every L&D Professional Should Be Using

Every learning professional today should have access to a fully stocked workshop of quality learning and development tools. But knowing which tools to use—and where to find them—isn’t always easy. What L&D tools and templates are other learning professionals using in their learning strategies? Which frameworks and resources are the most trusted? We’re here to answer that.

At Maestro, our mission is to inspire and empower learning teams everywhere. One way we serve that mission is by sharing quality learning and development tools like the ones we’re about to list. These are our most downloaded L&D tools, and their usefulness in helping create meaningful change has been proven time and again. Here are our top six learning and development tools, how to access them for free, and the value they offer to learning leaders like you.

Learning project design brief template

First up is one of our most popular learning and development resources. It’s our Learning Project Design Brief template, a customizable tool that makes learning-program design simpler and easier to master. What’s one of the best things about this resource? It helps you create experiences that truly meet learners where they are.

As you begin planning a learning project, use this template to architect the foundational elements of the experience. Use the prompts on each slide to define key aspects of the project, including your target audience, problem statement, constraints, and what success will look like. When you’re done, you’ll have a thorough and thoughtful brief to set your training and development programs up for success.

With this simple, easy-to-use template, you’ll have everything you need to create alignment, achieve buy-in, and deliver meaningful behavior change for learners. Download our free Learning Project Design Brief template here.

Learning environment analysis guide

Before you start designing a learning solution, you first need to fully understand your learners and the world they live in. Too often, learning teams are focused on churning out content instead of taking the time to diagnose the learner problem accurately. Conducting a Learning Environment Analysis (LEA) is one great way to ensure you’re meeting your learners where they are and addressing the right problem from the start.

When used at the beginning of a project, an LEA helps to better define problems, constraints, and the needs of learners before forging ahead on an assumptive solution that might not be the best option for the challenge at hand. Because it’s built on the Double Diamond framework—a tried-and-true process model in the design world—it separates the very different focuses of problem finding from problem solving, as well as divergent thinking from convergent thinking. This is key to making sure you’re crafting the right solution for the right problem.

To ensure you’re designing the right thing, and designing things right, the LEA is an excellent tool to have in your toolkit. Download this comprehensive step-by-step LEA framework for helpful insights, useful samples, and customizable templates.

The ultimate eLearning storyboard template

Storyboards can be one of the most useful learning and development tools at your disposal, but not all storyboards are created equal. Some are way too complex, and others simply don’t translate well to eLearning formats.

At the very least, a great storyboard will give you the structure and organization to write the content your learners need to know while allowing space to start thinking through the visual design of your course. A storyboard can also include information about voiceover, interactions, and more. And when all that information is laid out in a way that’s easy to follow, course development is just so much easier.

We’ve found that a great storyboard format has three qualities: it’s simple, it’s scannable, and it’s adaptable. And that’s exactly how we designed our Ultimate eLearning Storyboard Template. It’s a simple table with rows and columns. Each row represents a single “chunk,” or unit of information, such as a slide, an interactive component, or a placeholder for a video. As for the columns, you can easily add or delete which ones work for you. If you’re designing an eLearning course, this storyboard template is a must-have.

An up-to-date list of Accessible components in Articulate Rise

We know it’s time-consuming to learn the ins and outs of accessibility. That’s why we designed the Guide to Accessible Components in Rise: to give you an in-depth, easy-to-read overview of what you can and can’t use to make Level A compliant learning.

This guide is meant to make it easier for you and your team to create learning experiences that empower all users, without having to spend hours diving into the nitty-gritty. Accessibility (a11y) is a team effort here at Maestro, and we hope that by sharing what we’ve learned, we’re leading by example to promote change.

In this guide, you’ll get an at-a-glance breakdown of every component in Rise against key a11y criteria (keyboard navigation, screen reader, color contrast, alt text, and Level A compliance); helpful tips and workarounds on how to best use Rise’s accessible components; and a list of the components in Rise that currently do not support Level A compliance and the WCAG-cited reasoning. And don’t worry—we update this guide regularly! Download our Guide to Accessible Components in Rise and start improving the accessibility of your courses.

Designing in Articulate Rise: an on-demand webinar tutorial

We believe that learning works best when beautifully designed. Sometimes, “beautiful design” seems like a tall order. But no matter the situation, there’s always an opportunity to execute thoughtful, engaging, and visually interesting courses that will impress and engage your learners (and stakeholders).

In our Design With Us on-demand webinar, two of Maestro’s interactive designers bring an eLearning course to life in real-time, transforming canned, cookie-cutter design elements into an elevated, on-brand, visually beautiful learning experience. They share the principles of strategic design, five key aspects of design that will elevate your Rise courses, plus practical tips and examples for improving these five areas in your own Rise courses.

If you’re ready to level up your visual design and get the most out of your learning efforts, check out this on-demand webinar!

Learn more

Science meets story: How to use storytelling to create better learning

Last but not least, we have one more on-demand webinar you can add to your list of learning and development resources. And it’s all about storytelling.

Telling stories is one of the most powerful ways to forge connections, share knowledge, and draw people in. It’s also one of the most effective ways that people learn. When done right, storytelling does more than capture attention—it activates a brain state that makes people more open to learning and growing. In this webinar, one of Maestro’s senior strategists shares the science behind story and why it’s so effective in learning. They also share several narrative frameworks for structuring a story, and they walk you through real examples of story-based learning in practice across different mediums and modalities.

In this webinar, we don’t just inspire you to harness the power of storytelling—we show you how to use it in your learning! You can watch the Science Meets Story webinar on-demand here.

Prioritize your L&D team’s L&D

This above list of learning and development tools has not only helped our team of learning experts create positive impacts—they’ve also been proven useful time and again by our clients and community members. We hope they serve you well too! When we work together and share our knowledge, we shape the future of learning.

Remember that the application of these L&D tools isn’t limited to the experiences you create for your learners. In fact, we strongly encourage you to use some—if not all—of these professional development tools to further enhance your own team’s learning. As learning professionals, it’s our job to promote a culture of learning, both for others and ourselves. To successfully carry out that mission, be sure to dedicate enough time to your own team’s learning endeavors.

What Is Kolb’s Model? Understanding the Experiential Learning Cycle

Kolb’s Model is a tried and true framework used by L&D teams everywhere, and our team is no exception. At Maestro, we’ve spent many years with our team and clients discovering what makes a powerful learning experience, and from that, we’ve built an arsenal of learning philosophies and principles that guide the work we do in learning and development.

Kolb’s learning model has deeply influenced how we approach learning design. In this article, we’re going to detail Kolb’s model for experiential learning, or Kolb Method, and explore how it informs the learning process.

Kolb’s Model: The Experiential Learning Cycle

Kolb’s Model helps us answer the following question: How do learners absorb knowledge and actually apply it? We wholeheartedly believe that learning is a process, not a one-time event, and Kolb’s Model helps us break that process down.

Rarely are learners able to take one course, watch a single video, or read a book and suddenly be able to apply a concept perfectly. Instead, people learn in a cycle, moving through four distinct phases. This is the part of the David Kolb Learning Model known as The Experiential Learning Cycle.

The Kolb Learning Model Kolb, 1984 1. Concrete Experience (Feeling) 2. Reflective Observation (Watching) 3. Abstract Conceptualization (Thinking) 4. Active Experimentation (Doing)

First, we learn something new. Next, we think about what we’ve learned and different ways we’d like to apply it. Then, we take what we’ve learned and apply it in the real world. Finally, we reflect on the experience and figure out where we could improve. From there, the cycle repeats.

Now that we’ve covered a brief outline of Kolb’s Model, let’s look at our team’s updated take on the cycle and how it works.

David Kolb’s Learning Cycle stages

Traditionally, the Experiential Learning Cycle of Kolb’s Model contains the following stages:

  1. Concrete Experience
  2. Reflective Observation
  3. Abstract Conceptualization
  4. Active Experimentation

Though these phases are numbered, Kolb’s Model is a cycle where learners can start and end at any phase.

Kolb’s theory has informed a lot of our decisions when it comes to learning design. Through our learning and application of the model, we decided to modify it to define stages that are more clear, succinct, and actionable—creating a modern take on the Experiential Learning Cycle.

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Our take on the stages of Kolb’s Model

1. Discover

Similar to the Concrete Experience phase in Kolb’s Model, this is the part of the process where the learner first experiences a concept or learns it. This can come in the form of watching a video, attending a training, reading a book, or interacting with the world around us. We call this the Discovery phase because it’s all about learning something new; it’s the start of the cycle and where the process of learning begins. In the “Tell, Show, Do, Review” blueprint for learning, this would overlap with the “Tell” phase.

2. Plan

Once a learner gains new knowledge, the next step is to reconcile that knowledge with their existing worldview and plan ways to apply that knowledge. This phase involves reflecting on the learning experience, reviewing what’s missing, and planning how to integrate new concepts in the real world.

Practically speaking, the Plan phase can be implemented into a course by processing and debriefing after introducing a new concept. This gives your learners the space to synthesize their knowledge and create a plan of action.

3. Apply

The Apply phase is similar to the Active Experimentation phase in Kolb’s Model. While all phases of the cycle are necessary, application is the most important. This is where concrete experience in experiential learning happens. It’s the phase that helps learning “stick” and shows learners where their knowledge gaps are. This phenomenon of application that exposes blind spots is also known as The Illusion of Explanatory Depth.

In learning development, an impactful application phase is perhaps the most critical part of the entire process: it’s where the rubber hits the road for learners. This phase is a great opportunity for learners to fail in a controlled environment through scenario learning or another form of immersive learning.

4. Reflect

In Kolb’s Abstract Conceptualization phase, the learner reflects in order to generate new ideas or modifications to what they’ve learned from their initial experience. In our Reflect phase, the learner reflects on their application experience and figures out where they need to grow before starting the cycle again. 

Reflection can occur in an unstructured and independent way by encouraging learners to spend time thinking alone, in a structured and independent way through the use of journaling about an experience, or in a structured and social way through things like coaching or debriefing discussions. In the “Tell, Show, Do, Review” blueprint for learning, this phase overlaps with the “Review” stage.

Kolb Learning Styles

In addition to the Experiential Learning Cycle, David Kolb also developed learning styles to illustrate different ways people naturally take in information.

Kolb’s four learning styles are Diverging (feeling and watching), Assimilating (watching and thinking), Converging (doing and thinking), and Accommodating (doing and feeling). In Kolb’s theory, people tend to favor one of these four distinct styles, impacting how they learn.

While we deeply value David Kolb’s contribution to learning and the experiential learning cycle, we take a different stance on learning styles: we don’t believe that people only learn in these four ways. In contrast to Kolb, we believe all learners benefit from engaging with learning in multiple ways, and the best way to learn something is to have a holistic, well-rounded learning experience. Sure, learning preferences exist—but wholly subscribing to the idea of learning styles comes with many risks.

Applying Kolb’s Model in L&D

So, how does Kolb’s model help companies improve their learning? First, it gives you a proven framework for architecting effective experiences that take learners through every stage of the learning process. It also helps you avoid a “one-and-done” approach to learning. Because people rarely learn something after a single exposure, Kolb’s model helps companies adopt a more process-focused approach. A constant cycle of learning opportunities for your team members is what will make them, and by proxy the organization, the most successful.

Crafting an Effective Learning Strategy: A Principled Approach to Learning

Looking to brush up on your learning strategy know-how? Now’s the time—it’s clear that the importance of learning in the modern work landscape will only continue to grow. As the world gets busier and more complex, organizations will rely more and more on their employees’ abilities to continually upskill, reskill, and adapt to new realities. Enter L&D.

As learning professionals, it’s our responsibility to craft effective learning strategies that create meaningful behavior change in learners. But time and again, learning experiences fail to meaningfully impact business goals or promote sustained behavior change. Sometimes that failure stems from not understanding how learning initiatives connect to overarching business objectives. Other times, it’s the result of a misalignment between what we think learners need and what they actually need.

No matter the case, our Learning Principles can help. By letting your learning strategies be propelled by a set of principles founded on the science of how people learn you will undoubtedly create more-effective and more-meaningful learning experiences.

Here at Maestro, we live and breathe by these four Learning Principles, which any learning team can apply to their own learning efforts:

LP. 01: Learning exists to create change
LP. 02: Learning is a process
LP. 03: Learning should meet people where they are
LP. 04: Learning works best when beautifully designed

We arrived at these principles after years of experimenting, honing our craft, and recognizing patterns in human behavior. The best part about them is that they’re universal and can be applied to any learning strategy.

Let’s dive into each of these fundamental principles and explore how to apply them to your strategies for learning.

LP. 01: Learning exists to create change

The goal of any learning initiative isn’t simply to deliver knowledge, but to deliver meaningful results. And by meaningful results, we mean a change in behavior. In successful learning experiences, learners not only attain new or improved skills or abilities; they apply them. No matter how you slice it, learning is about driving behavior change.

In order to facilitate real behavior change, you must be able to answer a few foundational questions. What change do you want to see in business performance, and how will you measure it? What do learners need to be able to do to reach our goal? Note that the answers to those questions aren’t always obvious. In fact, it’ll probably take some serious research on your part to answer them accurately. To truly create meaningful behavioral change, you must understand what is meant to change and why—and that requires thorough learner research. We’ll get into this a bit more when we explore Learning Principle 03, but for now, just remember that learner research is an essential foundational element of an effective learning and development strategy.

In that same vein, it’s important to note that learning doesn’t happen in a vacuum, and behavior can be influenced by more than just learning. The ABC Behavior Model is a useful tool to assess the environment, events, incentives, and reactions surrounding the central learning problem—the behavior you want to change—and how to address that knowledge in your learning strategy.

For instance, when you implement learner research tools like the ABC Model framework, you may find that a certain approach to learning—sometimes even learning itself—isn’t the best solution. You may discover that what you thought was the central learning problem isn’t actually the central problem, but a byproduct of a different root cause, like the environment or a lack of motivation. That’s why learner research is so critical. If you truly want to change your learners’ behavior, you must have all the information.

Once you have the necessary information to begin developing your learning strategy, start with the end in mind. What does success look like? By answering this question—informed by what you collected in the learner research phase—you’ll identify the north star of your learning strategy, which will shine a guiding light that will help you develop a learning experience that achieves meaningful results.

Practical applications for your L&D strategy

You know learner research plays a vital role in developing effective learning strategies, but how do you know if your learning experiences are actually creating behavior change? You measure the results.

As you evaluate the success of your corporate learning strategy, don’t fall into the trap of only measuring outputs—i.e. how many learners completed the course, how many passed the knowledge checks, and how long it took for the learners to complete each module. It’s equally important to measure the outcomes your learning experience created. Have customer service scores increased? Have operations improved their efficiency? Has there been an increase in conversions? Measuring outcomes over outputs helps you identify the positive ripple effects your learning initiative has created throughout the organization.

One great way to gauge your initiative’s impact is using an evaluation tool like the Kirkpatrick Model, which identifies the four levels of learner comprehension. While the lower two levels of the Kirkpatrick Model—Reaction and Learning—measure more surface-level outcomes, the top two levels—Behavior and Results—are where the magic happens. The top two levels measure whether or not your learners are applying the knowledge or skills they’ve learned, and how that application affects the organization.

As you employ the Kirkpatrick Model to measure the effectiveness of your learning strategy, consider the following measurement methods: for the Behavior level, you can use scenario-based assessments or on-the-job observation and feedback to assess whether your learners are actively changing their behavior. For the Results level, focus on how the learning experience impacted overall business performance.

As you design your next learning experience, consider these questions:

  • What is the problem this learning initiative is meant to solve?
  • What change do you want to see in business performance, and how will you measure it?
  • What do learners need to be able to do to reach our goal?
  • How do you plan to measure the outcomes of your learning experience, and why?

LP. 02: Learning is a process

Much like crafting a learning experience is a process, learning itself is also a process. Seldom is someone able to read a book, take a course, or watch a video and then apply a new skill perfectly on their first try. Learning isn’t a one-time event—it’s a process that spans a range of tools and time.

You’ve heard of the learning curve—well, there’s a forgetting curve as well. Research shows that, without repetition, learners only retain around 25% of new information a week after learning the material. That’s why learning strategies that implement ongoing and/or blended approaches to learning tend to make more of a lasting impact on learners. The more opportunities learners have to practice what they’ve learned, the better they’ll retain the information. With that in mind, consider using techniques like spaced repetition in your learning experiences to actively support learner retention.

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Practical applications for your learning strategy

When designing new learning experiences, we often recommend the Tell, Show, Do, Review model. Each stage of the Tell, Show, Do, Review model offers value for learners, but to achieve the greatest impact, you must take learners through all four stages of the learning process.

For instance, if you’re introducing learners to a brand-new concept, you might pair a Tell experience—like a verbal instruction or lecture—with a Show experience, in which you demonstrate and model a skill or behavior. You might then move into the Do stage, where learners apply their knowledge in a controlled environment—think simulations, role-playing, or scenario-based learning—and provide some form of Review afterward via feedback or coaching.

As you design your next learning experience, ask yourself these questions:

  • How might learners practice the new behavior in a safe, controlled space?
  • What tools exist to enable reinforcement and feedback loops?
  • How do we make the learning experience just challenging enough?

LP. 03: Learning should meet people where they are

You already know there’s no one-size-fits-all approach to learning. Every learner audience—not to mention every individual learner—is unique. To deliver the best possible learning experience, you have to meet your learners where they are.

In a nutshell, meeting your learners where they are means understanding your learners’ day-to-day reality. As you conduct learner research, pay special attention to certain factors that may affect how they interact with your learning experience: what their behaviors look like today, how much time they have to devote to learning, and how they’ll be applying the information they learn.

Nowadays, most learners are busy individuals, and completing a training can easily get pushed to the side or deprioritized. What often motivates learners—no matter their level of busyness—is understanding what’s in it for them. What purpose will this learning initiative serve for them? How will learning the material help them? When you truly understand your learners, you’ll be able answer these questions accurately and effectively, and your learners will be far more inclined to engage in the learning experience.

Practical applications for your L&D strategy:

We’ve said it before and we’ll say it again: thorough learner research is crucial to the effectiveness of your learning strategy. A good place to start when it comes to learner research is simply asking the basics. What do your learners need to know? Why do they need to know it? What do they already know?

From there, if you have the time and resources to do so, we strongly recommend conducting a Learning Environmental Analysis, complete with learner interviews and field observation. If you’re unable to check every box in the LEA, try to check as many as you can. Learner research will be your best and biggest asset in developing effective learning strategies. And remember, in order to truly meet your learners where they are, you’ll need to approach learner research from a place of empathy. In other words, don’t assume you know anything, focus on feelings, and prioritize the “why.”

One final note on meeting your learners where they are: be sure to make your experiences as accessible and inclusive as possible. Ideally, your learning experience should cater to the needs of every one of your learners, no matter their background or circumstance.

Questions to consider when designing your next learning experience:

  • What does your learners’ day-to-day look like? How will your learning experience fit into that?
  • What is your learners’ motivation to change or adopt a new behavior?
  • Does your learning experience effectively communicate the “why?”

LP. 04: Learning works best when beautifully designed

What is a learning professional’s secret weapon? Design (and yes, that capital “D” is intentional). We firmly believe that learning works best when beautifully designed. And when we say “beautiful,” we mean something more than just good-looking. Effective design is far more strategic than simply decorating your learning experience with a few images or using an appealing color palette. Every design decision you make should be intentional because the visual appearance of your learning experience has a huge impact on how the material is received.

A phenomenon called the aesthetic-usability effect explains that learners are statistically more likely to engage with visually pleasing material. They’re also more likely to subconsciously believe that aesthetically pleasing material has more value and credibility. Investing in visual design shows learners that high-quality learning experiences are an organizational priority.

But beautiful design isn’t all about the visual elements of your learning experience. This is where Design with a capital D comes in. The way you design the written material also has a great effect on learner comprehension. One of the most powerful methods you can employ when writing your learning experience is strategic storytelling. As humans, we are wired for storytelling, and stories are often the best way to introduce new concepts and ideas.

Effective learning design brings together the art of storytelling, the skill of writing, the beauty of visual design, the science of learning theory, and the challenge of working with constraints (platform, physical components, the learner profile, time, budget, stakeholders, and more). At Maestro, we believe in letting writers write and designers design because we know that the most effective learning experiences are created when visual and instructional design work together.

Practical applications for your learning strategy

We believe that every learner deserves consumer-grade design in their learning experiences. But we know that consumer-grade design takes time, talent, and resources to pull off. If you’re working with limited resources or lack of experience, or as an overloaded one-person L&D department, you can still create beautiful, effectively designed learning experiences. Simply play to your strengths and stick to a principled approach to learning design.

Anyone can rely on universal principles of good design to improve their learning experiences. Remember that design is often misunderstood as something looking good, but it’s much more—strategic, visual, and instructional design shape the solutions that our teams create for our teammates to experience. Evaluate every experience you create to ensure that the design intentionally serves the learning objectives. Do design and technology work together to produce the most effective possible solution? Is the entire experience cohesive and on brand?

If you’re still overwhelmed by the design aspect of your learning initiatives, consider working with a learning partner who can help you create something truly beautiful and effective. The best learning partners will possess the capabilities and experience needed to co-create the most impactful, highest-quality experiences with the least amount of stress.

Ask yourself these questions when designing your next learning experience:

  • Does this solution address a specific problem, while also pushing beyond conventions?
  • Does the design help the user understand both how to navigate the experience and the material itself?
  • Does the design help the user understand both how to navigate the experience and the material itself?

Learning Principles drive effective learning strategies

At Maestro, everything we do—from visual and instructional design to video production and beyond—is guided by our four core Learning Principles. These principles help us ensure that every learning experience we create is built on a strategic combination of creativity and the science of how people learn. Because we know that great learning is about more than just delivering content; it’s about inspiring meaningful behavioral change.

There’s more to dig into when it comes to Learning Principles. Check out our on-demand webinar, 4 Key Principles to Inspire Change Through Learning. And while you’re at it, download a copy of our free Learning Project Design Brief to start mapping out your next learning experience.