Overview — Vision, the Shift, the Five Roles
What this product is
Inspired Instruction’s differentiator, verbatim from the v3 strategy:
“We are creating an Applied Learning Platform for Inspired Instruction… a digital extension and augmentation of the in-person work we do.”
It exists to reduce the time between learning and improved practice. That single sentence is the product’s reason to exist and the test every feature must pass.
What it is not: an LMS, a content repository, or an asynchronous course library. Those measure completion. This platform measures behavioral change — did the teacher actually apply the strategy in the classroom, how fast, and how many times before mastery.
The core shift (current flows → v3 flows)
The existing flowcharts treat the platform as a linear sequence of tasks that ends at “complete post-engagement survey.” Five shifts move it from task-tracking to behavior-driving:
- Anchor every flow to the 6-stage Applied Learning Cycle so every screen, dashboard, and email shares one vocabulary. →
concepts/applied-learning-cycle.md - Make Practice and Apply first-class phases. Today the flow is blind to whether learning was practiced or applied. v3 adds a 48-hour application gate with branches.
- Add an automated intervention layer that detects stuck users at each phase and triggers role-specific responses. →
concepts/intervention-layer.md - Add the missing Platform Manager flow and the new Content Creator role. →
concepts/roles-and-goals.md - Close the business loop — surface time-to-apply metrics, cohort outcomes, and next-engagement signals back to HubSpot and the Account Owner. →
concepts/business-loop.md
What changed between the two source documents
The user-stories doc (v2) still describes a 7-stage cycle (Prepare → Engage → Activate → Apply → Reflect → Reinforce → Repeat) and only three dashboards (IS, Platform Manager, Learning Admin).
The recommendations doc (v3) supersedes it:
- Cycle collapsed to 6 stages: Prepare → Engage → Practice → Apply → Reflect → Adjust. (“Practice” replaces “Activate”; “Adjust” merges “Reinforce/Repeat”.)
- Content Creator added as a fifth role.
- Framing question made explicit.
- New context layer, intro video, refined pulse check, locked resources, and time-to-apply metrics added.
⚠️ Watch for drift: when reading the v2 user-stories doc, mentally remap Activate→Practice and Reinforce+Repeat→Adjust. The v2 stage names are stale. See
questions/open-questions.md.
The five roles at a glance
| Role | v3 goal (verbatim) | Owns |
|---|---|---|
| Participant | Understands learning priorities and applies learning faster | Pre-work, practice action plan, application evidence, reflection |
| Learning Administrator | Reinforces learnings and realizes school impact sooner | School Context Profile, Cohort Snapshot, enrollment, reinforcement |
| Instructional Strategist (IS) | Prepares more precisely and guides Participant Learning Path | Intro video, Context Brief, delivery, resource release, follow-up nudges |
| Platform Manager (PM) | Enables coherence | Engagement creation, publishing rules, video approval, certification, analytics, renewal signal |
| Content Creator | Designs for application and reinforcement, not consumption | Workshop intro text, pulse-check MCQs, microlearning library, gap-driven backlog |
Full detail and per-role flows: concepts/roles-and-goals.md.
Where the value (and the risk) concentrates
The behavioral payoff lives in Practice and Apply — exactly the phases that don’t exist in today’s platform. That is where to focus first (see reference/implementation-roadmap.md, Phase 1). The biggest new build is the Learning Administrator context layer — the single largest role expansion in v3 (see concepts/context-layer.md).