Client Education • Entrepreneurship / Group Coaching • In Development
Business Foundations is Module 1 of a group coaching program developed for a small consulting business serving health and wellness professionals. The module introduces essential business concepts to help participants transition from professional expertise to entrepreneurship. It establishes a shared foundation for group coaching discussions and prepares learners to apply business-building concepts to their own developing practices.
Project Snapshot:
Audience: Licensed Health and Wellness professionals working towards building businesses
Project Type: Client Onboarding / Customer Education
Role: Instructional Designer & eLearning Developer
Responsibilities: Analysis, instructional design, storyboarding, scripting, multimedia development, and Storyline development
Tools: Articulate Storyline, Adobe Fonts
Status: In Development
The Challenge
Health and wellness professionals entering entrepreneurship may have strong expertise in their field but varying levels of knowledge about what it takes to build and operate a business. Professional qualifications alone do not necessarily prepare someone for the business decisions, systems, and responsibilities involved in turning their expertise into a sustainable practice.
This module was designed to support clients at the beginning of their business-building journey by establishing a shared foundation for group coaching. By introducing essential business concepts before moving into deeper topics, the learning experience helps participants build the foundational knowledge they need to engage in coaching discussions and begin applying those concepts to their own businesses.
My Approach
I approached the module as a bridge between foundational learning and applying concepts to their own developing businesses. Rather than presenting business concepts as information to memorize, the experience is designed to help learners understand each concept, connect it to the realities of running a health and wellness business, and consider how it applies to their own situation.
Learn → Connect → Apply
This approach informed the module structure, examples, interactions, and opportunities for learner reflection.
Storyboard
Before development in Storyline, I created a storyboard to map the instructional sequence, on-screen text, interactions, feedback, and navigation. This allowed the learning experience to be planned and reviewed before full development began.
Selected storyboard sample shown below.
Design & Development
Analyze ✓ → Design ✓ → Develop ◐ → Implement ○ → Evaluate ○
Evaluation Plan
Evaluation will consider learner understanding, confidence applying foundational business concepts, usability of the learning experience, and feedback from the consulting business. Findings will be used to refine Module 1 and inform design decisions for subsequent modules in the onboarding series.
Current Progress
Current stage: Storyline development and refinement
Next steps: Complete development, conduct review and testing, incorporate feedback, and prepare the module for implementation.
