Learning design · Facilitated training
STEP Inclusion Training Series
Substitute staff were placed into unfamiliar teams and had to read situations fast, then support the lead's plan instead of overriding it. I designed a 5-session series, using AI across the design process, and piloted it over five weeks.
- My role
- Instructional designer Facilitator
- Learners
- Substitute staff joining new teams
- Format
- 5 live sessions, 90 min each
- Pilot
- 5 weeks, 15 participants
From unsure to confident in five weeks
- No shared way to read behavior
- Unsure how to support the lead's plan
- Low confidence in a new team
5 weeks, 15 participants, live practice and on-shift homework
Self-ratings before and after the series, confirmed by coach assessment.
Problem
Stepping into a team you don't know
Substitute staff moved between teams and had to read situations fast. Data showed inconsistent handling, not low effort.
No shared language
for reading what drives someone's behavior in the moment
No guidance
on supporting a lead's plan instead of overriding it
Low confidence
walking into a team they didn't know
Solution
Designed backwards from one goal
I used action mapping. Starting from one goal, I listed what substitutes must do on shift, then gave each action its own practice and only the information it needs. Interviews with substitute and lead teachers showed which gaps training could fix and which it couldn't.
Substitutes are ready to handle challenging behaviors from day one in any classroom
01Check in with the lead before entering
Practice
- Prep checklist homework: confirm 3 things before a shift
Info
- Check-in questions: who needs extra support, how to help in transitions, allergies, breaks
02Observe before reacting
Practice
- Video reflection and open discussion
Info
- Positioning: pause, observe, stay nearby
- Ask: "How can I support right now?"
03Identify what drives the behavior
Practice
- Video scenarios and role play
- Observation log: name the likely function
Info
- Functions: to get or avoid, sensory, attention
- Gentle approach: get low, slow, calm voice
04Respond in line with the lead's plan
Practice
- Strategy homework: how I stepped in to support
- Role play
Info
- Follow the teacher's strategy; ignoring is not disengaging
- Unsafe behavior: block, remove, report
05Raise concerns the right way
Practice
- Scenario sort: disagreement or inappropriate?
- Script role play and a 3-step action plan
Info
- Disagreement vs. inappropriate
- Talk-it-through scripts; report channels; document facts
How the sessions build
Each session starts from what people already know and ends with a task to try on their next shift.
The weekly homework loop turned one-time training into practiced habit.
Process
How I built it
Discover
Data showed inconsistent handling, not low effort. AI helped surface root causes.
Define
Sequenced from existing knowledge to confident practice.
Design
Storyboarded every session so any facilitator can run it.
Develop
Guides, decks, scenarios and homework. AI drafted, I decided.
Evaluate
Paired self-ratings with coach observation.
Results
Before and after the series
Self-ratings from the pilot cohort. Coaches rated the same areas using defined indicators.
Self evaluation & Coach assessment
Facilitator guide: session overview, prep checklist and a lesson plan with timing, prompts and example answers
Curriculum map: topics, objectives, frameworks and activities for each session
Session decks: one for each of the five sessions, plus the personal project
Evaluation tools: participant pre/post self-evaluation and the coach growth assessment
What I learned