Dashboard User Stories

Instructional Strategist Dashboard

Purpose: Decision and action hub to prepare, view engagements, and drive application

S1: View Engagement List

User Story:
As an Instructional Strategist, I want to see a list of upcoming and past engagements so I can manage my work.

Acceptance Criteria:

• List view organized by date and client name

• Toggle between past and upcoming engagements

• Hover preview shows workshop type (half/full day) and key details

• Click opens full engagement details

S2: Engagement Detail View

User Story:
As an Instructional Strategist, I want to view key engagement details so I can prepare effectively.

Acceptance Criteria:

• Displays date, client, workshop title, and focus

• Links to Client Engagement Details from HubSpot (this may be manually inserted by Platform Manager)

• Shows participant status indicators (invited, enrolled, engaged)

• Shows readiness signals and pulse check summaries

S3: Resource Visibility and Control

User Story:
As an Instructional Strategist, I want to control when participants see materials so I can time learning appropriately.

Acceptance Criteria:

• Workshop materials visible to participants only on day of engagement

• Slide deck visible only to Instructional Strategist

• Resources can be released during or after workshop

• Release actions are logged

S4: Mark Engagement Complete

User Story:
As an Instructional Strategist, I want to mark the workshop complete so participants can complete follow-up actions.

Acceptance Criteria:

• Marking complete triggers participant survey access

• System logs completion timestamp

• Triggers certificate eligibility flow

S5: Monitor Application + Follow-Up

User Story:
As an Instructional Strategist, I want to monitor participant engagement and application so I can follow up.

Acceptance Criteria:

• Displays % participants engaged and completed materials

• Tracks application timing and trends

• Allows sending follow-ups or assigning resources

Platform Manager Dashboard

Purpose: Ensure system setup, publishing, and engagement flow

P1: Engagement Creation Flow

User Story:
As a Platform Manager, I want engagements created and aligned with content so the system runs smoothly.

Acceptance Criteria:

• Platform pulls engagements from HubSpot (topic, date, school, strategist) – this may be a future capability.

• Engagements appear automatically in dashboards

• System associates content with correct engagement

P2: Publishing Workflow

User Story:
As a Platform Manager, I want to ensure content is published correctly so each role sees what they need.

Acceptance Criteria:

• Pre-engagement content visible to Learning Admin and Participants

• Workshop materials visible based on timing rules

• Slide decks restricted to Instructional Strategists

P3: Enrollment Trigger

User Story:
As a Platform Manager, I want Learning Admins notified so participants are enrolled on time.

Acceptance Criteria:

• System triggers email to Learning Admin for enrollment

• Engagement appears once published

• Tracks enrollment completion

P4: Completion + Certification Flow

User Story:
As a Platform Manager, I want post-engagement steps automated so participants complete surveys and receive certificates.

Acceptance Criteria:

• Survey unlocks after Instructional Strategist marks complete

• Certificate generated after survey completion

• Certificate visible but gated behind survey completion

Learning Administrator Dashboard

Purpose: Manage enrollment, readiness, and local engagement context

L1: View Engagements

User Story:
As a Learning Administrator, I want to see upcoming engagements so I can prepare my staff.

Acceptance Criteria:

• Displays engagements by date and client

• Shows status (needs enrollment, ready, in progress)

• Accessible from dashboard

L2: Enroll Participants

User Story:
As a Learning Administrator, I want to enroll participants so they can access materials.

Acceptance Criteria:

• Enrollment triggered by platform notification

• Participants can be added easily

• Tracks enrollment completion

L3: Access Pre-Engagement Content

User Story:
As a Learning Administrator, I want to view pre-engagement materials so I understand session focus.

Acceptance Criteria:

• Visible content includes focus points, questions, and workshop description

• Accessible prior to workshop

• Aligned to specific engagement

L4: Monitor Participation

User Story:
As a Learning Administrator, I want to see participant engagement so I can support readiness.

Acceptance Criteria:

• Displays login and engagement indicators

• Shows pulse check completion

• Highlights gaps in participation

L5: Reinforce Post-Workshop

User Story:
As a Learning Administrator, I want to support follow-through so learning translates into practice.

Acceptance Criteria:

• Receives signals of participant completion

• Can encourage survey completion

• Can reinforce application expectations

We help teachers not only sharpen their knowledge and instructional practices but we also help drive the behavioral changes that most positively impact student performance.

Applied Learning Cycle

1. Prepare

   • Build readiness and context

2. Engage

   • Introduce and model learning

3. Activate

   • Commit to a specific action

4. Apply

   • First real-world attempt

5. Reflect

   • What worked / didn’t

6. Reinforce

   • Support, adjust, deepen

7. Repeat

   • Build consistency and habit

• If applied quickly → reinforce + extend

• If delayed → trigger nudges

• If attempted but failed → provide targeted support

1. Detect where users are stuck

• Didn’t complete pre-work

• Didn’t commit to action

• Didn’t apply within 48h

• Applied but didn’t repeat

2. Trigger role-specific responses

• Strategist → targeted follow-up

• Learning Admin → reinforcement prompt

• Participant → nudge or microlearning

• Every stage must produce a behavioral output

• Every dashboard must drive a next action

• Every metric must tie to application speed or frequency