Chase Digital Education

Curriculum, content, and interactive learning


Chase was out to create self-guided, interactive courses right-sized for busy entrepreneurs. And they had ambitious deadlines despite that they’d never done anything like digital education before. Though we’d previously developed a classroom-based financial literacy curriculum for Chase, the shift to self-guided interactivity was a total rethink.

I built a system that empowered the team to surpass expectations without too much hands-on oversight and utilize the entire agency, if needed, without losing consistency. We never fell behind and were often able to complete multiple courses and leverage hundreds of thousands of budget dollars in a single quarter.

With great pride, the team maintained productivity through two org changes. And, judging the quality to be high, the client pointed large budgets at promoting the courses—and asked us for that strategy as well.

An opportunity to rethink and expand our original ABP curriculum for online learning

Original approach to Advancing Black Pathways workbooks, presentations, and facilitator guides

More topics, smaller chapters, graphic stories, compelling interactives, and opportunities to test knowledge retention

Real-world stories for contextual learning

Interactive engagement for deeper learning and retention

Milestones and rewards to create pace and emotional payoff

Collect-as-you-go, downloadable stickers for social, sharing, and smiles

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