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AnalysisDesignSocial impact

Bringing structure to a program already in motion

Instructional design for BBVA México's learning platform, with Sarape Social, a social impact consultancy.

Sarape Social logoBBVA México logo
Organization
Sarape Social
Role
Instructional Designer
Client
BBVA México learning platform
Dates
Jul–Oct 2026
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The challenge

Designing backwards

The programs had been built and delivered before any instructional design existed. The team was now designing backwards, under several rounds of client changes, with facilitator guides that each followed a different order.

10

complete programs standardized for BBVA México’s learning platform, all following the same facilitator guide structure.

What I did
1Mapped the existing materials and helped define the program's thematic axes.
2Proposed one standard structure for every facilitator guide. The team approved it and I built the template.
3Presented the instructional design proposal to the client.
4Reviewed candidates and took part in hiring a second instructional designer.
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The template

Every facilitator guide, in the same order

When every guide follows the same sequence, any facilitator can pick up any session and know where everything is.

  1. 1Before the session
  2. 2During the session
  3. 3After the session
Evaluation route

How we would measure behavior change

A proposal for the client: an evidence route where each step gives stronger proof that a financial habit changed, from what people say to what they actually do.

At the start1
What they sayArchetype and 3 COM-B questions: the starting point.
During2
What they do in the courseRetention, downloads and simulator use.
At the end3
What they believe they can doCOM-B delta, entry vs. exit, and self-efficacy.
Follow-up4
What they reportAt 30, 60 and 90 days: financial health and change of archetype.
Long term5
What they do in their accountAn observable habit in the bank’s data, against a baseline and a comparison group.Habit proven
What the person saysWhat the person does →
Evidence inside ADDIE

Measurement is designed from Analysis, not added at the end

AAnalysis
Baseline: entry questionnaire, archetype and 90 days of prior data.Step 1
DDesign
Define the observable habit of each module and its indicator.Target habit
DDevelopment
Build the instruments: microsite, worksheets, operational templates, simulators.Instruments
IImplementation
Process data: retention, downloads and tool use.Step 2
EEvaluation
Exit COM-B, follow-up at 30, 60 and 90 days, and data compared against a control group.Steps 3 to 5
The cycle closes: what the evaluation data shows goes back into Analysis and adjusts the module for the next cohort.
Design map

Four programs, mapped across ADDIE

The working board, redrawn: one analysis feeds a shared instructional design model, and four programs move through the same phases, each with its own modules and templates.

AAnalysisLearning need & objectiveIdentity & valuesInstructional design modelTemplates per program
DDesign
Program, modules, timeline and session planning.
DDevelopment
Materials and resources: presentations, emails, diagnostics, evaluations, videos.
IImplementation
The program goes live: content delivered, learners guided through the course.Invitation & diagnostic
EEvaluation & farewell
Formative during the program, summative at the end, and improvements for the next round.
Corporate governance & foundations4 modules · own templates
Financial control & optimization4 modules · own templates
Growth & scaling strategy4 modules · own templates
Resilience & risk management4 modules · own templates
What I learned

Instructional design is cheapest at the start. Defining objectives and how behavior change will be measured before building anything saves every round of changes that comes later.

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