Level 2 - Lesson 1: ERD Basics

PREV:

Level 2: Experience Design Requirements

NEXT:

Level 2 - Lesson 2: ERD Identify Learner Personas

Lesson information:

As you watch the video, look out for these learning points:

The Experience Requirements Document (ERD) is the source of truth for Interactive Learning Conversations
Learning portions of the ERD include: learner persona, learning objectives, key learning points, and skills
Narrative portions of the ERD include: experience structure, scenario design, lesson design, character design, environment selection, character emotional arc, and conversation outline

The Co-pilot Designer Experience Requirements Document (ERD) serves as a blueprint for designing interactive learning conversation modules.

It is a fillable workbook containing sections for:

Learner Personas: Hypothetical archetypes of the target learners, including demographics, prior knowledge, and empathy map elements like goals, values, needs, and fears.
Learning Objectives and Key Learning Points: Statements detailing what learners should achieve upon completing the modules, along with context-specific operationalized objectives.
Skills: Tracking learner demonstrations of skills within the Co-pilot Designer modules.
Learning Experience Structure: Outlining the number of lessons and conversational scenarios in the module.
Brainstorming Worksheets: Helping users dig deeper into scenario lengths, conversational goals, learning objectives, roles of participants, and virtual human characters.
Character Design: Creating character personas with detailed demographics, day-to-day life, backstory, motivations, fears, triggers, and feelings.
Learning Environments: Ideating the context or scene in which interactive learning conversations take place.
Emotional Arcs: Detailing the characters' and learners' emotional journey throughout the conversations.
Conversational Outline: Outlining dialogue and decision options for learners within the modules.

‣

Video Transcript

This is our co-pilot designer experience requirements document or ERD for short. We use this document as the blueprint for all of our learning experience design decisions.
It's the source of truth for everything within our interactive learning conversation module. And it's designed essentially as a fillable workbook.
The first section is a learner persona. Now, learner personas are hypothetical archetypes of the target learners. They're meant to represent the people who will be taking the training and there is space here to document demographics, their prior knowledge at day in the life, as well as space for empathy map elements such as goals, values, needs, and fears.
There's also space here to document learning objectives and key learning points. Now, learning objectives are statements that detail what learners should be able to do at the completion of taking these interactive learning conversation modules.
You can fill in the blank here. And then key learning points are essentially operationalized learning objectives. They are set within the context of the learning experience.
What behaviors are we looking to observe or from the learner, or are we looking for learners to demonstrate as they're engaging in these interactive learning conversations?
There's room for skills. So with skills we can track learners demonstrations of skills as they respond or engage in articulate within these interactive learning conversations.
Here are a number of hard courted skills within co-pilot designer that you can score within your co-pilot designer modules.
There's also space here to outline your learning experience structure. So you can decide how many lessons you might want to include, how many conversational scenarios you might want to include within your module, and document that here.
There's also a worksheet that helps you dig in a little deeper and brainstorm. You might wanna brainstorm the scenario length, the conversational goals detail what the scene might look like, what learning objectives or skills are aligned with this particular conversational flow, as well as who is the learner playing in the conversation and who are they speaking to and what role is the virtual human playing in the conversation.
Then there's also some brainstorming worksheets for lessons. So here you can outline what topics you might want to include in a lesson, what skills you may want to either teach or trap, and then or reinforce.
What are some learner decision options you might want to include? Here's some space here for character design. Now we found that creating character personas really helps bring the characters of the virtual humans to life, giving them a real background and real personality.
Here you can detail out who those characters may be, what their demographics may be, what their day in the life may be, and their backstory, as well as their motivations, their fears, their triggers their feelings about their jobs, desires, and states, you know, what risks are involved here.
There's also some space here to ideate around different learning environments. So what what context or what scene will these interactive learning conversations take place?
This is a really great time to brainstorm what those scenes may look like. And then there's space to detail the character's emotional arc of the conversation.
What emotion is the character starting with? What's their emotion at the climax of the conversation? And then what are they concluding with?
What emotional state will they be concluding with as they engage in the conversation? And you actually can actually do the same thing with the learner's emotional arc as well.
There's space here to detail a conversational outline. And now this provides ample space to outline dialogue some decisions learners may make.

✨

Download a blank copy of the new spreadsheet version of our Experience Requirements Document (ERD) HERE! ⬇

*Please note there are 2 .xls file size options. The larger file includes the Virtual Human and Environment Asset Libraries.

Talespin University ERD [with VH & Environment asset libraries].xlsx118710.3KB

Talespin University ERD [without Asset Libraries].xlsx114.1KB

✨

Download a blank copy of our original worksheet version of our Experience Requirements Document (ERD) HERE! ⬇

ERD Template.docx663.5KB

✅

Mark Actions as ‘Completed’ in the Actions Checklist

✅

Action: Watch Video on the ERD & download the document

Tip: Download the ERD Experience Requirements Document and use it to plan your content.

Completed

Download any supporting Resources & Documents:

ERD - Experience Requirements Document

📄

ERD - Experience Requirements Document

📘

Mark this Lesson as ‘Completed’ in the Progress Tracker

Level 2 - Lesson 1: ERD Basics

Completed

…and then go to the next Lesson! 💪

Level 2 - Lesson 2: ERD Identify Learner Personas

Completed

Lesson information:

As you watch the video, look out for these learning points:

The Experience Requirements Document (ERD) is the source of truth for Interactive Learning Conversations
Learning portions of the ERD include: learner persona, learning objectives, key learning points, and skills
Narrative portions of the ERD include: experience structure, scenario design, lesson design, character design, environment selection, character emotional arc, and conversation outline

The Co-pilot Designer Experience Requirements Document (ERD) serves as a blueprint for designing interactive learning conversation modules.

It is a fillable workbook containing sections for:

Learner Personas: Hypothetical archetypes of the target learners, including demographics, prior knowledge, and empathy map elements like goals, values, needs, and fears.
Learning Objectives and Key Learning Points: Statements detailing what learners should achieve upon completing the modules, along with context-specific operationalized objectives.
Skills: Tracking learner demonstrations of skills within the Co-pilot Designer modules.
Learning Experience Structure: Outlining the number of lessons and conversational scenarios in the module.
Brainstorming Worksheets: Helping users dig deeper into scenario lengths, conversational goals, learning objectives, roles of participants, and virtual human characters.
Character Design: Creating character personas with detailed demographics, day-to-day life, backstory, motivations, fears, triggers, and feelings.
Learning Environments: Ideating the context or scene in which interactive learning conversations take place.
Emotional Arcs: Detailing the characters' and learners' emotional journey throughout the conversations.
Conversational Outline: Outlining dialogue and decision options for learners within the modules.

‣

Video Transcript

This is our co-pilot designer experience requirements document or ERD for short. We use this document as the blueprint for all of our learning experience design decisions.
It's the source of truth for everything within our interactive learning conversation module. And it's designed essentially as a fillable workbook.
The first section is a learner persona. Now, learner personas are hypothetical archetypes of the target learners. They're meant to represent the people who will be taking the training and there is space here to document demographics, their prior knowledge at day in the life, as well as space for empathy map elements such as goals, values, needs, and fears.
There's also space here to document learning objectives and key learning points. Now, learning objectives are statements that detail what learners should be able to do at the completion of taking these interactive learning conversation modules.
You can fill in the blank here. And then key learning points are essentially operationalized learning objectives. They are set within the context of the learning experience.
What behaviors are we looking to observe or from the learner, or are we looking for learners to demonstrate as they're engaging in these interactive learning conversations?
There's room for skills. So with skills we can track learners demonstrations of skills as they respond or engage in articulate within these interactive learning conversations.
Here are a number of hard courted skills within co-pilot designer that you can score within your co-pilot designer modules.
There's also space here to outline your learning experience structure. So you can decide how many lessons you might want to include, how many conversational scenarios you might want to include within your module, and document that here.
There's also a worksheet that helps you dig in a little deeper and brainstorm. You might wanna brainstorm the scenario length, the conversational goals detail what the scene might look like, what learning objectives or skills are aligned with this particular conversational flow, as well as who is the learner playing in the conversation and who are they speaking to and what role is the virtual human playing in the conversation.
Then there's also some brainstorming worksheets for lessons. So here you can outline what topics you might want to include in a lesson, what skills you may want to either teach or trap, and then or reinforce.
What are some learner decision options you might want to include? Here's some space here for character design. Now we found that creating character personas really helps bring the characters of the virtual humans to life, giving them a real background and real personality.
Here you can detail out who those characters may be, what their demographics may be, what their day in the life may be, and their backstory, as well as their motivations, their fears, their triggers their feelings about their jobs, desires, and states, you know, what risks are involved here.
There's also some space here to ideate around different learning environments. So what what context or what scene will these interactive learning conversations take place?
This is a really great time to brainstorm what those scenes may look like. And then there's space to detail the character's emotional arc of the conversation.
What emotion is the character starting with? What's their emotion at the climax of the conversation? And then what are they concluding with?
What emotional state will they be concluding with as they engage in the conversation? And you actually can actually do the same thing with the learner's emotional arc as well.
There's space here to detail a conversational outline. And now this provides ample space to outline dialogue some decisions learners may make.