← Back to portfolio
Software Adoption · Rapid Prototyping

Getting Started with Microsoft Teams: From SME Outline to Clickable Prototype

A client asked for an Articulate Rise 360 course to move employees from email to Teams. Before building in Rise, I storyboarded the course, then used Claude and Claude Code to build a rapid prototype styled to look like Rise. The client clicked through every lesson and confirmed the direction before we developed the final course in Rise.

Lesson 1 of the Getting Started with Microsoft Teams prototype: a course menu listing ten lessons and a wrap-up, a progress bar, the lesson title Why We Use Teams with its objective, and a banner of coworkers collaborating

Lesson 1 of the rapid prototype, built with Claude Code and styled to look like Rise: course menu, progress tracking, and a clear objective up front.

Storyboarding Rapid Prototyping Microlearning Adult Learning Accessibility
Role Instructional Designer: storyboard, learning design, scenarios, assessment, prototype
Audience All employees new to Teams, across clinical, administrative, and support roles
Format 10 linear lessons of 5–10 minutes each, plus a wrap-up and final assessment
Tools Claude and Claude Code (rapid prototype), Articulate Rise 360 (final build)
01

The Challenge

The organization was rolling out Microsoft Teams, but conversations, files, and decisions still lived in long email chains. The subject matter expert (SME) provided an outline of what employees needed to know, and the client wanted the training built in Articulate Rise 360.

The Ask

Turn the SME outline into a Rise 360 course on Teams for every employee, from first login to managing notifications.

The Real Goal

Change a habit: make Teams the primary place for conversations, files, and decisions, while email keeps its place for formal notices and outside contacts.

A software-training course can easily become a feature tour. The behavior change, Teams first and email second, had to run through every lesson, not just the introduction.

02

Approach: Storyboard, Then Prototype

Building directly in Rise would have meant hours of block-by-block work before the client saw anything she could click. A rapid prototype let us agree on the direction first.

Step 1

Set the design parameters

Gave Claude the SME outline with clear guardrails: a linear Rise 360 microlearning storyboard for adult learners, built on Knowles' adult learning principles, low cognitive load (short paragraphs and bullet points), and WCAG accessibility.

Step 2

Storyboard every lesson

Mapped each of the 10 lessons to an objective and specific Rise blocks: scenarios, process steps, labeled graphics, callouts, and knowledge checks. Added a course map, design notes, and a build list of assets still needed.

Step 3

Build a rapid prototype

Used Claude Code to turn the storyboard into a clickable prototype styled to look like Rise, with a lesson menu, progress tracking, scenarios, and scored knowledge checks. It isn't a Rise course; it's a fast stand-in that shows what the Rise course will do.

Step 4

Review with the client

The client clicked through real interactions, not just a document, and confirmed the direction of what to deliver and develop based on her requirements and needs.

Step 5

Develop in Articulate Rise

With the direction approved, we developed the final course in Rise 360.

Typical path
  • Build every lesson in Rise first
  • Client reviews late in the process
  • Changes mean reworking finished blocks
This project
  • Storyboard sets structure and blocks
  • Client clicks through a Rise-style prototype early
  • Rise build starts from an approved direction
03

Design Decisions

Every choice came back to how adults learn new tools at work: they need a reason, relevance to their job, and a chance to try it.

◎

Start with "why," not features

Lesson 1 opens by asking learners how many emails their last project took, then introduces Maria, whose project update spiraled into 35 emails.

Why: Adults commit to learning when they see the problem it solves in their own work.
◎

One message in every lesson

Five messages carry through the whole course: chat for quick conversations, channels for team updates, files where collaboration happens, transparency over private threads, and Teams as the main workspace.

Why: Repeating the behavior change in context keeps the course from becoming a feature tour.
◎

A steady lesson rhythm

Most lessons follow the same pattern: a scenario, a short process, a key callout, and a knowledge check, each in 5 to 10 minutes.

Why: A predictable structure keeps cognitive load low, so learners focus on the content, not on navigating.
◎

Practice it this week

Lessons end with a small "Try it this week" task, such as moving one email thread into a channel. The wrap-up turns these into a personal commitment list.

Why: Applying a skill right away is what turns training into a new habit.
Maria's email challenge, In email tab: an inbox with 35 messages for one project update, including an old file version, a duplicate thread, teammates left off, and an unanswered question
In email: 35 messages, conflicting files, and teammates left out.
Maria's email challenge, In Teams tab: a project Updates channel with a pinned shared file, Maria's update, and the decision recorded in the same thread
In Teams: one channel, one shared file, and the decision in the thread.
04

Practice and Feedback

Learners make decisions, not just read about them. Every interaction gives feedback that explains the reasoning, including for wrong answers.

12 knowledge checks with feedback
4 branching workplace scenarios
80% passing score on the final assessment
Scenario: Maria asks what to use for a quick question that may take a few messages. Start a Teams chat is marked as the best choice, and Maria cheers with feedback explaining why
Scenarios: Maria reacts to each choice and explains the reasoning.
Labeled graphic of the Teams interface with six numbered markers for Search, Activity, Chat, filters, Calendar, and OneDrive, with the Activity description shown below and an option to show all labels as a list
Labeled graphic: learners explore the Teams screen one area at a time.
05

Accessibility

WCAG accessibility was a requirement from the first storyboard draft, not a final check. The prototype builds it into every interaction type.

Knowledge check 1 of 3 asking where you see your @mentions and replies, with Activity selected and feedback explaining it is the best answer
Knowledge checks explain the right answer in plain language.

Built-in features:

Skip to lesson content Keyboard navigation Screen reader announcements Text list for every labeled graphic Video transcripts and captions Reduced-motion support Short paragraphs and bullets
06

Results

The rapid prototype saved time and improved communication with the client. Instead of reacting to a document or waiting for a finished Rise build, she clicked through the suggested course and confirmed the direction of what to deliver and develop, based on her requirements, needs, and direction.

The final course was then developed in Articulate Rise 360. Placeholders in the prototype marked what the Rise build still needed: a leader welcome video, a meeting join demo, and screenshots of the client's own Teams environment.

Click through the prototype This is the rapid prototype the client reviewed, built with Claude Code and styled to look like Rise. Try Maria's scenarios, explore the Teams screen, and take a knowledge check.
→

AI use disclosure

I designed the course, set the instructional parameters, and reviewed every lesson. I used AI (Claude and Claude Code) as a build partner to draft the storyboard from the SME outline and turn it into a rapid prototype styled like Articulate Rise. That let the client see and react to the course in days, before we developed the final version in Rise 360.

Need a course your team can see before it's built?

I'd love to hear what you're rolling out and how we could turn it into learning people actually use.

Let's talk