top of page

Interactive Ethics and Compliance Learning Experience for Client-Facing Staff

Turning integrity into decision-driven learning

CLIENT

Big 4 accounting and professional services firm

AUDIENCE

Newly hired client-facing professionals across the organization

CHALLENGE

  • The Mandate: Create a clever, highly interactive approach to ethics and compliance to replace ineffective, forgettable training for client-facing professionals
     

  • The Trust Gap: Establish credibility for an innovative nontraditional design approach within a professional, conservative, and risk-averse environment with exceptionally high standards
     

  • The Stakes: Guarantee that learners understand, retain, and consistently apply critical rules and behaviors in real-world situations where errors could result in severe financial, legal, and reputational consequences

SOLUTION

I designed a highly interactive, scenario-based video learning experience. Each topic was structured like a Netflix-style series, beginning with a narrator who introduced the purpose for the learner before guiding them into a sequence of interconnected episodes.

 

Each series contained 5–7 episodes, with each episode presenting a realistic workplace situation that naturally flowed into the next, creating a continuous storyline. Within each episode, learners engaged with unfolding scenarios involving client-facing professionals, and at key decision points, a narrator introduced “what if” questions that prompted learners to make ethical and compliant choices.

 

To further increase engagement and memorability, I designed scripted “commercials” based on familiar consumer-style messaging to add humor and variety. I also created rhyming “jingles” to reinforce key compliance concepts in a format learners would recall more easily.

RESULTS

  • Earned high praise from subject matter experts and key stakeholders
     

  • Storyboards were adopted by the client for full video production
     

  • Transformed compliance training from passive and forgettable to compelling and actionable

ASSETS CREATED

  • Storyboards for 5 series, each including 5-7 episodes

  • Scripts for videos

  • Scripts for commercials

  • Scripts for jingles

Samples of the Storyboards: Series 4, Episode 2, and a Commercial

Picture34.png

Contact

Lorraine McCrossan​​

Email: lorraine@lorrainemccrossan.com​

  • LinkedIn

Your goals matter.

Let's talk about how to reach them.

Contact me to set up a complimentary meeting.

bottom of page