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OpenGraph: KAI—Artificial intelligence in Knowledgeworker Create

As of now, the optional Knowledgeworker Artificial Intelligence - in short KI-KAI - supports you with the creation of high-quality learning content in the LCMS Knowledgeworker Create. 

  • Bring new, previously unfeasible eLearning projects to life.
  • Leave time-consuming and repetitive tasks to the AI.
  • Focus on outstanding visual content.
  • Create an unimagined global reach.
 

The Learning Journey

What is a learning journey and how do I create one?

 

A learning journey is a planned training path with coordinated stages that take learners from an initial orientation through to the sustainable application of their new knowledge in their day-to-day work. It combines various formats such as eLearning, live sessions, coaching, and knowledge transfer tasks, tailored to the role, goal, and each learner’s individual prior knowledge. Unlike standalone training sessions, this creates a continuous process with measurable results. Sources show that there are several typical phases and success factors for learning journeys.

 
 

How does a learning journey differ from a traditional course?

A learning journey is a learning architecture built over time. It starts with carefully designed introductions, quickly guides you through the application, and ensures consolidation of the new knowledge on the job. A course is usually specific to one topic and ends once the knowledge has been imparted. Journeys combine learning with work tasks, reflection, peer exchange, and coaching. This makes skill development planning transparent and measurable. The typical phases are: initial contact, initial learning, daily application, contribution to further development. This curve prevents the ‘seminar effect’ where knowledge fails to transfer into practice. For companies, this means fewer standalone training sessions and more effective learning processes.

 
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Why is a learning journey important?

In short: Because training no longer works on a standalone basis; it has to be thought of as a continuous process. A well-designed learning journey helps to

  • anchor knowledge more sustainably, especially through the use of structured sequences
  • actively support learners instead of just having them complete one course
  • solve business challenges such as skills shortages, digital transformation, and specialist training
  • link learning objectives and business results more closely so that learning becomes measurable and is not isolated

A learning journey is a strategic tool for aligning personnel development with current business challenges.

 

What phases are involved in a learning journey?

An effective learning journey follows a clear structure. It begins with a visible introduction, quickly leads to focused learning, anchors what has been learned in practice, and then ensures consolidation and further development. Each phase has its own purpose, appropriate formats, and measurable results. This creates a common thread from the first contact to confident application of the new knowledge on the job.

  1. Introduction
  2. Structured learning
  3. Application during the workday
  4. Consolidation and further development
  5. Evaluation 
 

Phase 1

Initial contact and motivation

The introduction creates relevance. In just a few minutes, learners understand why the topic is important, how it benefits them personally, and what should be different by the end of the journey. A short teaser video, a compact live kickoff, or a five-minute micro-lesson are often enough to grab attention. A quick preliminary check reveals their prior knowledge and helps to personalize the next steps. Communicate the benefits in one sentence and immediately show a practical example. Measure participation rates, activation rates, and whether the next steps are clear. If this launch is successful, the transition to the learning phase will be markedly easier.

 

Phase 2

Initial learning

Now knowledge is built up in a structured way. Short, coordinated sessions keep the pace high and make it easy for learners to stick with the program. Interactive eLearning modules, compact workshops, and short peer exercises provide variety and deepen understanding. Each unit has a clear learning objective and ends with a mini review to make progress visible. It’s better to replace long compulsory blocks with optional specializations. This creates a flow of learning that prepares the learner to apply their new knowledge. Relevant metrics include completion rate, quiz score, learning time per week, and self-assessed confidence.

 

Phase 3

Application during the workday

This is where knowledge becomes ability. Each learning unit is assigned a specific task that comes up in the learner’s job, such as a mini-project, a checklist for a process step, or a customer meeting with guidelines. Managers create time slots and give brief, appreciative feedback. A streamlined communication channel, such as a Teams thread or a small community, provides quick answers and good examples. The documentation is pragmatic: a screenshot, a short note, a before-and-after sketch. Measure the degree of implementation, the quality of the results, and the initial effects on KPIs such as throughput time or error rate. This phase determines the outcome as it’s where learning and work come together.

 

Phase 4

Consolidation and further development

New behaviors need repetition and small nudges to stick. Plan short refreshers, handy reminders, and brief challenges that fit into the learners’ working rhythms. Coaching or mentoring closes individual gaps, while peer-to-peer formats highlight best practices. Share success stories—they motivate people and demonstrate that the effort is worthwhile. Three reminders in the first 60 days usually work better than one big review at the end.

 

Phase 5

Evaluation and iteration

The whole team comes together at the end to review the results. Do the learning objectives and business results still align? Is the order of the building blocks correct? Have the lengths and formats have been chosen appropriately? Where did things not go so well? Where were the eureka moments? Short retrospectives with learners, the training team, and management provide the answers. Consistently link learning KPIs to two or three business metrics, such as onboarding time, first-time-right, or utilization rates of new systems. Small A/B tests on the content help to fine-tune examples, tasks, and interactions. 

 

Putting things into practice

The learning journey: A practical example

An industrial company is introducing a new CRM system in its sales department. 120 field staff work across the DACH region, often on the move and with little time for training. Until now, the team has been hampered by their many Excel silos, incomplete customer data, and an inaccurate pipeline. The goal is to shorten quotation turnaround times, stabilize forecasts, and increase the closing rate. IT, Sales, and L&D are jointly driving the project forward. The learning journey is designed to last eight weeks and combines short digital learning units with live labs, on-the-job tasks, and targeted refresher sessions. We measure success along the journey and in terms of business KPIs such as first-time right, data quality, and deals won.

 

Phase 1

Initial contact and motivation

Goals and KPIs

Goals

  • Clarify relevance
  • Pique curiosity
  • Understand next steps

KPIs

  • Kickoff participation rate ≥ 90%
  • Activation rate (video viewed up to 80%) ≥ 85%
  • Preliminary check completion ≥ 80%

Content

  • 7-minute kickoff via live meeting
  • Sales manager highlights three specific, real-world pain points and how the new CRM solves them
  • A 3-minute teaser video explains the benefits for each role: lead quality, visit planning, quote tracking
  • Mini preliminary check (5 questions) assesses existing knowledge

Media and formats

Media

  • Teaser video
  • One-pager: ‘Why now?’
  • Preliminary check
  • Overview of the upcoming learner journey schedule and the next steps

Formats

  • Live kickoff
  • Micro video
  • Short online check
 

Phase 2

Initial learning

Goals and KPIs

Goal

  • Build foundations quickly and securely
     

KPIs

  • Module completion rate ≥ 85%
  • Quiz score average ≥ 80%
  • Self-assessed confidence +30% compared to preliminary check

Content

Four online micro-courses, each lasting 12 minutes:

  • ‘Creating contacts and leads’
  • ‘Visit planning and routes’
  • ‘Opportunities and forecasting’
  • ‘Offline mobile working’

Each module contains interactions, a short practical example, and a 3-question check. This is then supplemented by a 45-minute live lab with Q&A for each region.

Media and formats

Media

  • Flashcards
  • Cheat sheet: ‘Top 10 click paths’
  • Q&A recording 

Formats

  • eLearning
  • Live lab
  • Flashcards
 

Phase 3

Application during the workday

Goal and KPIs

Goal

  • Transforming knowledge into skills
  • Removing obstacles in practice

KPIs

  • First-time-right data entry ≥ 95%
  • Time per opportunity entry < 5 minutes
  • 70% reduction in ‘peripheral Excel systems’ after 4 weeks

Content

Each person receives three on-the-job tasks that take less than 90 minutes in total:

  • Update two existing customers in the CRM
  • Create a new opportunity and set the pipeline stage
  • Manage visit planning in the CRM for one week

Managers give 2×15 minutes of feedback in a 1:1 setting. A Teams channel called ‘CRM consultation hour’ answers questions daily from 12:00 p.m. to 1:00 p.m.

Media and formats

Media

  • ‘First-time-right’ checklist
  • Mini template for opportunity notes
  • Screenshot proof of practice

Formats

  • On-the-job tasks
  • Peer support
  • Brief manager feedback
 

Phase 4

Consolidation

Goal and KPIs

Goals

  • Stabilize routines
  • Share best practices
  • Individual skill honing

KPIs

  • Repetition rate of micro-refreshers ≥ 75%
  • Active community posts per region ≥ 10/month
  • Forecast accuracy +15% after 2 months

Content

  • Three refresher pulses after 14/30/60 days
  • Short 5-minute challenges: ‘Find 3 outdated contacts and clean them up,’ ‘Create a follow-up task with a due date’
  • Mentoring tandems exchange tips for 10 minutes each week
  • Monthly brown bag session on the ‘Deal of the Month’ including how this is handled in the CRM

Media and formats

Media

  • Reminder emails
  • Challenge cards
  • Mini Wall of Fame

Formats

  • Micro-refreshers
  • Mentoring
  • Community showcase
 

Phase 5

Evaluation

Goal and KPIs

Goals

  • Prove effectiveness
  • Slightly adjust the learning journey
  • Plan the next stage

KPIs

  • Offer processing time −20%
  • Data completeness of ‘Contact role’ and ‘Next step’ fields ≥ 95%
  • Mobile system usage ≥ 70%

Content

  • 30-minute retro for each team after 8 weeks
  • Review of learning KPIs against business KPIs: offer processing time, hit rate, data quality
  • A/B tests: a) Order of modules 2 and 3 swapped, b) Additional interaction in module 1
  • The result is incorporated into a subsequent journey entitled ‘Negotiating and preparing offers in the CRM.’

Media and formats

Media

  • KPI dashboard
  • Retro minutes
  • List of measures

Formats

  • Team retro
  • Data review
  • Micro-experiments
 

How do I create a learning journey?

Step-by-step guide

Before you get into the details, your learning journey needs a clear framework: goals, target groups, and a realistic schedule. Then choose formats that fit into your learners’ workdays and link each learning unit to a specific task in their roles. This creates a common thread that runs from the initial kickoff through to confident application of the knowledge on the job. The following steps will guide you through analysis, design, implementation, and measurement.

  1. Clarify goals and target groups. Which KPIs do you want to change? Which roles are affected?
  2. Identify personas and skill gaps. Prior knowledge, barriers, preferred formats.
  3. Define learning objectives for each stage. A small number of clear outcomes.
  4. Define the sequence and methods. Microlearning, live, practical tasks, community, coaching.
  5. Develop or curate content. With authoring tools such as Knowledgeworker Create, Articulate 360, or Lectora.
  6. Plan in knowledge transfer tasks from week 1. A practical on-the-job task for every unit.
  7. Set measuring points for each phase. Pre-check, quiz scores, practical demonstration, community activity, skills matrix.
  8. Rollout, support, optimization. Moderation, nudges, retros, small A/B tests.
 

How do I measure the success of the learning journey?

Measure throughout the entire journey, not just at the end. In the initial phases, you want to know participation rates, activation, and perception of relevance. During the learning phase, completion rates, quiz scores, and self-efficacy ratings are helpful. In the application phase, the degree of implementation, first-time-right, and peer feedback are of interest. In the consolidation phase, you want to look at repetitions, community activity, and coaching progress. 

Link these learning KPIs to 2–3 business metrics, such as onboarding time, utilization rate of new systems, or error rate. DACH future skills programs underscore the value of learning ecosystems and continuous measurement like this.

 

Why an LMS perfectly supports your learning journeys

With the right learning management system, your learning journey becomes a highly manageable process. You can plan paths for each role, automate assignments, and make progress transparent. Learners receive the next step at exactly the right time. Managers see where support is needed. L&D manages content centrally, measures impact, and continuously optimizes. This keeps learning flowing and directly contributes to your business goals.

Which LMS features are crucial?

  • Role-based learning paths for sequences tailored to each target group, including alternatives where users have prior knowledge
  • Automation for assignments, reminders, repetitions, certificate logic
  • Competence and skill profiles for target/actual comparison, skill badges, development plans
  • Reporting and dashboard functions for evaluation
  • Social functions such as forums, peer groups, mentoring, feedback forms
 

Expert support

You don’t have to tackle learner journeys alone. There are experts who can professionally set up, operate, and continuously improve the entire process. And that’s exactly where we come in: We take care of your entire LMS and ensure that every learning journey is carefully planned, reliably rolled out, and measurably effective. We provide manufacturer-neutral consulting and offer support with Knowledgeworker Share, Eurekos, Cornerstone, and other systems. So you can choose the solution that suits your requirements and secure full operational reliability from a single source.

You can go live faster because implementation, data preparation, and processes are in place from the start. Your learning journeys scale seamlessly across roles, locations, and languages. Results become measurable as clear KPIs are consistently linked to your business metrics. Your team focuses on content and goals, while we take care of the system, operation, and quality.
 

 

Our offer

Managed training services: We manage your global training activities
Managed training service: We manage your global training activities

Managed training services for your LMS

Scaling, developing and strengthening digital education

Say goodbye to administrative burdens! We take care of the implementation and integration of your learning management system. We configure your entire LMS, provide ongoing support and are also happy to take care of the entire training management.

 

The bottom line.

A learning journey is not a single event, but rather a learning process with clear structure, early knowledge application, and consistent support. The benefits are evident where it counts: in everyday working life. Employees implement new knowledge more quickly, error rates decrease, and processes run more smoothly. Short, coordinated units keep them progressing along the learning curve, while knowledge transfer tasks and feedback ensure the transition from knowledge to skill.

Companies benefit both strategically and operationally. Strategically because learning objectives are clearly linked to business metrics, making investments transparent. Operationally because journeys are scalable, work internationally, and can be reliably managed via the LMS. Role-based paths, automations, and clear KPIs create transparency. Micro-refreshers and communities keep routines going. This results in sustainable skills development rather than a flash in the pan. Let us advise you; Start your learning journey with us.

 

Free consultation

 

FAQs

Frequently asked questions about learning journeys

How long does a learning journey last?

Usually several weeks to a few months. It’s about creating a sensible sequence of tasks with early on-the-job application of the new knowledge, not a fixed length of time. It’s better to plan shorter cycles and iterate regularly.

Do I absolutely need a new LMS to create a learning journey?

Not necessarily. You’ll need assignment, automation, reporting, and community functions, but if your system can already do that, we can build on it and add specific features as needed.

How do I measure the success of a learning journey?

Measure throughout the phases: activation, learning progress, application, consolidation. Link these learning KPIs to two or three business metrics such as onboarding time, error rate, or system utilization rate.

How much does a learning journey cost?

The costs depend on the scope, the number of target groups, and the content required. You’ll need to budget for the design, content, LMS operation, and support. Microlearning and reusable modular building blocks can help you manage the costs effectively.

How can I get things started without turning the whole company upside down?

Start with a clearly defined pilot for a single role. Define four to six compact building blocks, a simple knowledge transfer task, and a few KPIs. Scale what works for the next target group.

How can I integrate managers effectively?

Managers provide time for learning, give brief feedback, and make goals transparent. Two brief check-ins per learning phase are often sufficient to significantly boost knowledge implementation and motivation.

How do learning journeys work for blue-collar and field teams?

With short, mobile units, clear checklists, and tasks integrated directly into the workflow. Offline access, simple language, and visual instructions significantly increase acceptance.

What role do content sources play? Should I create my own content or curate existing material?

Ideally, you should combine both. We tailor critical, company-specific content to your needs; basic, general information can be curated. What’s important is establishing a clear sequence with opportunities to directly transfer new knowledge to the job.

 
 

Image source: Gustavo Frazao/shutterstock.com