AI for instructional design and L&D
Ultramarine Work reads the SME decks, old course files, LMS exports and survey data in your program folder. Storyboards, facilitator guides, job aids and readout decks come back as finished Excel, Word, PowerPoint or PDF files.
CA-harassment-due-list.xlsxExampleCA harassment training, due by Nov 29
- E-10482Supervisor, 2 hrSep 12Past due
The employee became a supervisor March 12 and holds only the 1-hour course, so enroll them in the 2-hour.
- E-12051Non-supervisor, 1 hrOct 5Waiting
The employee is on the San Jose roster but missing from the LMS, so IT creates the learner account first.
- E-11207Non-supervisor, 1 hrOct 28Assigned
The employee was hired April 28, and the course is assigned with a reminder set for Oct 14.
- E-09934Supervisor, 2 hrNov 15Scheduled
The last completion was Nov 15, 2024, so the two-year refresher is booked for the Nov 6 live session.
How it works
- 1
What goes in the folder
The folder gets the SME decks and interview notes, storyboards and facilitator guides from past cohorts, the LMS completion export, Level 1 feedback, 360 rater files, the budget workbook and headcount data.
- 2
Describe the deliverable you need
Ask for a storyboard with measurable objectives, a facilitator guide with timings and debrief questions, or the harassment-training due list, and it builds the file in your team’s format. Every number traces to a source file in the folder.
- 3
SME review and your sign-off
The SME checks each draft against the source decks, and you sign off before learners see it. Nothing posts to the LMS, and no 360 cut below the rater minimum leaves the folder.
Inside the Learning & Development mode
Close variance and forecasting
Keeps the learning budget workbook current, writes the variance story for each program line and rolls the forecast before the CFO review.
Program evaluation
Designs evaluations with measurable objectives, pre and post skills checks, a 90-day behavior survey and a comparison group that can isolate training’s impact.
HR compliance and records
Turns the LMS export and roster into a state harassment-training tracker, flags who is past due and lays out the two-year records auditors ask for.
Engagement survey analysis
Reports pulse, engagement and 360 results with rater minimums intact, comments stripped of anything naming the rater and no cut that exposes a five-person team.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Ask it for
“Read the payments team’s two SME decks and the Q2 QA error log, then storyboard the 40-minute refund-exceptions module with narration and knowledge checks.”
Refund-module-storyboard.docx“Turn the scenario outlines for the two-day new-manager cohort into a facilitator guide that shows timings, debrief questions and the common learner errors.”
NM-cohort-facilitator-guide.docx“Reconcile the September LMS export against the roster and list California employees past due or within 60 days on harassment training, supervisors separately.”
CA-harassment-due-list.xlsx“Build the evaluation plan for the manager coaching cohort with pre and post skills checks, a 90-day behavior survey and a comparison group from the next cohort.”
Coaching-eval-plan.xlsx“Tally the 360 results for the 12 development-cohort directors, apply the three-rater minimum per group, scrub identifying comments and draft the debrief deck.”
Director-360-readout.pptx“Fold the Q3 vendor invoices into the learning budget, flag every program line over 10% against budget and roll the forecast for the CFO pack.”
Learning-budget-Q3.xlsx
Who it’s for
Corporate trainers and facilitators, instructional designers in companies and higher education, and learning, leadership and organizational development leaders.
Questions
Can we use AI to write our required harassment prevention training?
Yes, as a draft, but the final course has to belong to a qualified trainer. California requires harassment e-learning to be created by a qualified trainer and to include a trainer contact who answers questions within two business days, and the trainer keeps a record of learner questions for two years. New York requires annual interactive training that meets its own standards. Your counsel or compliance team makes the call on whether a draft satisfies your state’s rule.
If AI drafted the course, do we still need SME review?
Yes, your SME must still review every file before learners see it. Ultramarine Work drafts from the source files in the folder and cites where each claim came from, but it does not know what your SME knows. Anything it could not find or reconcile is marked rather than guessed, so the SME’s validation against the source decks is the accuracy check.
Will 360 results stay anonymous if it does the analysis?
Yes, the survey skill applies the confidentiality rules as part of the analysis. Results break out only above the rater minimum you set, small groups roll into an Other bucket, and comments are scrubbed of identifying detail. No cut is differenced in a way that exposes a single respondent, even through overlapping demographic tables. The minimums are yours to choose before the readout, and three raters for a 360 group is the usual floor.
Where does our employee data go?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Do we risk copyright problems with AI-drafted courses?
Yes, and no AI tool can clear rights for you, so your legal or IP team owns the question. Drafts come from the files in your folder, each claim cites its source file, and the tool asks before it reads a website for the first time. What you may republish is a judgment for your reviewers.