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Decision-Making in Financial Transactions

  • Target Audience: Finance team members responsible for month-end close activities, including transaction approvals, reconciliations, and reporting.​

  • Experience Level: Mix of junior and mid-level employees with basic ERP familiarity but limited exposure to high-pressure decision-making.​

  • Learning Goals: Improve judgment under pressure, reduce transactional errors, and increase consistency in financial reporting.

  • Context: High-stakes, time-sensitive workflows where small errors can cascade into compliance gaps and misleading KPIs.

  • Constraints: Employees already know the system; training needed to focus on decision-making, not procedural “how-tos.”

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Problem

Procedural Coverage Without Performance Transfer

  • Linear ADDIE build focused heavily on content delivery.

  • Covered procedural “how-tos” but lacked authentic assessment and experiential practice.

  • Did not address cognitive load or judgment under time pressure; employees defaulted to shortcuts.

  • Design failed the transfer phase of ADDIE.

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Solution

Agile Redesign with Scenario-Based Learning

  • Rapid prototyping of branching scenarios reflecting manual tasks and assisted system runs, highlighting differences in decision-making.

  • Applied cognitive apprenticeship: modeled expert decisions, provided scaffolding in assisted runs, and gradually reduced support for independent manual decisions.

  • Embedded formative assessments in a safe-to-fail environment, letting learners experience consequences of shortcuts and reinforcing correct decisions to strengthen metacognitive regulation.

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Impact

From Knowledge to Strategic Judgment

  • Projected reduction in transactional errors without slowing cycle times.

  • Learners expected to develop stronger decision-making schemas and demonstrate retention at Level 3 (Behavior) of Kirkpatrick’s Model.

  • Learning analytics dashboards enable managers to track patterns and provide data-informed coaching.

  • Shift from content-focused training to performance-driven learning experiences that support business KPIs.

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