Case study · Onboarding systems & leadership development

Onboarding Systems & Financial Services Leadership Development

Two related builds: an AI-coached onboarding course for P3’s own subcontractor network, and a leadership development program for a financial services client tied to a measured 90-day productivity gain.

9modules, 80% quiz gate

WCAG 2.2 AAcompliance pass

87%improvement in meeting productivity (90 days)

A — Analyze

Part 1: Subcontractor onboarding—the problem

As P3 grew to rely on subcontractors for overflow instructional design and development work, onboarding was inconsistent—every new subcontractor got a different verbal walkthrough of tools, standards, and expectations. That created rework and quality variance on client deliverables. The fix needed to be a real course, not a document nobody reads.

D — Design

Design

Nine modules covering tools, quality standards, and client-facing expectations, with an 80% quiz gate per module so completion actually reflects comprehension rather than click-through. Individual access codes (firstname2026 format) support light identity control without a full authentication system.

D — Develop

Develop

Built in Articulate Storyline, with an AI coaching layer embedded via a web-object trigger that opens a Netlify-hosted chat calling the Anthropic API—so subcontractors can ask questions in context instead of hunting through a manual—plus a full WCAG 2.2 AA accessibility compliance pass, treating an internal tool with the same accessibility bar as a public-facing course.

Sample artifact — course screen, recreated to illustrate the interaction pattern. The actual course sits behind an access code; this is a representative rebuild, not a screenshot of the real tool.

P3 ONBOARDING

1. Welcome & Standards

2. Tools & Access

3. Quality Checklist

4. Client Communication

5–9. …

Module 3: Quality Checklist

Ask the AI coach: “What's the review process before a deliverable goes to the client?”

✓ 80% required to unlock Module 4

Same module, author view — rebuilt for illustration. Recreates the Storyline trigger logic behind the screen above, including the quiz gate and the AI-coach web object—not a screenshot of the real file.

P3_SubcontractorOnboarding.story — Slide 3.4

3.2

3.3

3.4

4.1

Module 3: Quality Checklist · Knowledge check 3.4

Deliverable Review Sequence

Before a deliverable goes to the client, what’s the correct review order?

ASelf-review → peer review → send to client

BSelf-review → peer review → lead QA pass → send to client

Triggers — Slide 3.4

1Adjust variable QuizScore_M3 += 1 — when the user clicks Submit, if Selected = “B”

2Jump to slide 4.1 “Client Communication” — when the timeline ends on Slide 3.5, if QuizScore_M3 >= 80%

3Show layer “Retry Required” — when the timeline ends on Slide 3.5, if QuizScore_M3 < 80%

4Open web object “AI Coaching Chat” (lightbox) — when the user clicks the “Ask the AI coach” button

I — Implement

Implement

Deployed to Netlify (p3onboarding.netlify.app) as a self-serve course every new subcontractor completes before starting client work.

E — Evaluate

Evaluate

The 80% quiz gate creates a built-in evaluation checkpoint—subcontractors don’t start billable work until they’ve demonstrated comprehension, not just exposure.

A — Analyze

Part 2: Financial services leadership program—the problem

A financial services client’s leadership meetings were running long and producing few clear decisions or follow-through actions—a common symptom of leaders who were promoted for technical skill without formal training in how to run a meeting or facilitate a decision.

Confidentiality note: client generalized per standing NDA practice.

D — Design

Design & Develop

Designed a leadership program targeting concrete facilitation behaviors—setting a clear meeting purpose, assigning owners to decisions, and closing with explicit next steps—rather than abstract leadership theory, drawing on classroom facilitation experience translated into a corporate leadership context.

Sample artifact — meeting facilitation job aid, illustrative recreation.

Purpose

One decision-oriented sentence, stated before the meeting is scheduled.

Owner

Named person responsible for each agenda item—never "the team."

Decision

What must be decided, not just discussed, by the end.

Next step

Action, owner, and date—captured live, not after the fact.

I — Implement / E — Evaluate

Results

87%improvement in leadership meeting productivity

90 daysmeasurement window

Reported result, shown as a relative comparison. Exact baseline figures are confidential; bar lengths are proportional to the stated 87% improvement.

Meeting productivity+87%

Before program After program (90 days)

Tools & methods

Articulate Storyline Anthropic API WCAG 2.2 AA Netlify Facilitation skills training Behavior-based leadership design

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