conflict compliance implementation
A healthcare advertising agency was in an expanded growth stage and needed to roll out its new client conflict of interest policy to employees. The policy aimed to ensure the confidentiality, integrity, and quality of the services provided to the clients and the brands that had competing interests or goals and to meet FDA requirements of pharmaceutical marketing.
Challenge
The organization faced a major challenge in restructuring its business practices to meet the increasing needs of its clients and the changing business landscape. This included implementing creative, technical, and physical firewalls for its internal teams, and communicating the new policy clearly and effectively to its employees. This also affected how resourcing was managed for employees and contractors. Anyone working for the organization had to be aware of the changes and their implications, and comply with the new policy in their daily work.
Solution
I developed a blended learning journey that consisted of the following components:
- A required in-person training for existing employees: This was a live session that explained the rationale, benefits, and expectations of the new client conflict policy. The session involved discussions, scenarios, and exercises that helped the employees understand and apply the policy in their work context. The session also addressed any questions or concerns that the employees had about the policy.
- An interactive eLearning that followed up on the live session: This was a self-paced module that reinforced the key concepts and skills related to the client conflict policy. The module included links to SharePoint resources and scored quizzes that tested the employees’ knowledge and compliance of the policy. The module also provided feedback and tips on how to improve their performance.
- An automatic onboarding assignment for new employees: This was a feature that assigned the eLearning module to all new employees who had restricted roles in the organization, such as account managers, strategic planners, and creative directors. The assignment ensured that the new employees were aware of and aligned with the client conflict of interest policy from the beginning of their employment.
My Role
I was responsible for the following roles:
- Content Writer: I wrote the content for the in-person training and the eLearning module, and ensured they were accurate, relevant, and engaging.
- Project Manager: I managed the project scope, timeline, budget, and resources, and coordinated with the stakeholders, instructors, learners, and platform providers.
- eLearning Designer: I designed and developed the eLearning module using Articulate Storyline, and integrated it with the Brainier LMS.
- Program Analyst: I set up and managed the automatic onboarding assignment feature in the Brainier LMS, and monitored the completion and compliance rates of the new employees.
Impact
The program rolled out the new client conflict of interest policy to up to 500 existing employees across 3 offices in a timely manner. The program also trained all new employees who had restricted roles immediately upon starting while introducing the organization to utilizing eLearning as a compliance tool.