Organization
Role
Year
Modality
Celebrity Home Loans
Instructional Designer
2022
Instructional videos, microlearning
Situation
Senior leaders and directors at the company needed a way to learn Monday.com. While the platform offers official training, it wasn’t tailored to the company’s workflows or specific questions. Leaders were inexperienced with the software, sending frequent emails to SMEs, and often hesitated to explore the platform on their own for fear of making mistakes. Traditional eLearning was unlikely to be completed due to their busy schedules.
Task
Design an engaging, efficient, and company-specific training solution that respected learners’ time, answered common questions, and encouraged exploration of the Monday.com interface without overwhelming them or relying on a full eLearning course.
Action
I chose to create a series of short, interactive instructional videos instead of a full eLearning course. The videos were designed to be easy to click through, with sections learners could skim or revisit based on their needs. They included visible timestamps and prompts for learners to pause and interact with their own Monday.com boards, supporting active engagement without halting the flow of the lesson.
Result
Although quantitative performance data is pending, stakeholders responded positively to the video format and how it respected their time while still guiding them through the parts of Monday.com most relevant to their roles. This approach made the training feel manageable and purposeful rather than overwhelming.
Learned
This project highlighted the importance of meeting learners where they are, especially with time-pressed audiences. Short, interactive video formats can offer a lighter, more flexible alternative to traditional eLearning when learners prioritize speed and relevance over structured coursework. It also showed that structuring video content with clear navigation cues (like timestamps and engagement prompts) helps busy professionals get value out of training in a way that fits their workflow.
Project Walkthrough: Facilitator's Guide
Project Write-Up: Videos on Monday.com
Introduction
Hi there, and thanks for stopping by to check out my work! In this portfolio piece, I’m sharing a project where I designed a series of short, interactive videos to train senior leaders and directors on Monday.com. The challenge was that existing training was generic, not company-specific, and these busy leaders had little time to commit to traditional eLearning modules. The goal was to help them learn the platform quickly, safely, and effectively.
The Challenge
Learners were new to Monday.com and frequently turned to SMEs with questions. While the platform itself is intuitive, leaders were hesitant to explore on their own and worried about making mistakes. Traditional eLearning was unlikely to engage them because of time constraints and the perceived burden of completing a full module. We needed a training approach that respected their schedules and encouraged independent exploration.
Designing the Solution
To address this, I created a series of interactive micro-learning videos, each under five minutes, designed to be both engaging and practical. Key features included:
Pause screens for exploration: Learners could safely play with a cloned Monday Board, experiment with tasks, and make mistakes without affecting real data.
Curated content: Videos addressed the most common questions submitted to SMEs, guiding learners through real-world scenarios relevant to the company.
Step-by-step guidance: While learners were encouraged to find answers on their own, the videos provided solutions if they needed them, keeping the experience low-stakes.
Intuitive flow: The content mirrored real workflows, helping learners see how to navigate Monday.com for tasks they would encounter on the job.
I affectionately called this approach “Dora the Explorer” training: learners could explore, experiment, and learn at their own pace, with the video resuming to provide answers if they didn’t engage with the practice activity.
The Outcome
Learners responded very positively to the interactive, micro-learning format. Feedback indicated that the videos made the platform easier to navigate, reduced repetitive emails to SMEs, and increased confidence in using Monday.com independently. While we don’t yet have quantitative performance data, the department was asked to produce additional videos using the same approach, showing strong adoption and stakeholder approval.
Learning
This project was also a learning opportunity for my peers and the stakeholders. I was able to mentor colleagues on balancing interactivity with brevity, and I coached leadership on how design choices (e.g., video length, prompts for safe exploration, and micro-learning strategies) can increase adoption and engagement. It reinforced the value of designing for time-constrained, high-level learners while still promoting independent problem-solving.
Conclusion
Thanks again for checking out this project! This work reflects my approach to instructional design: practical, learner-centered, and focused on helping people explore and learn with confidence.
If this kind of interactive, micro-learning strategy resonates with you or your team, I’d love to connect and chat more.