2/21/2017: Reflection on where we are

Thus far, we have devoted time to breaking down our problem space, specifically within McCarthy’s four quadrants. We have spent a lot of time talking about financial adviser interactions with a customer and how we might facilitate or make this type of interaction scalable. I think we’ve spent a lot of time in this space because human-to-human interactions are great at sussing out a learner’s current knowledge level and skills. The adviser also gets continual, direct feedback from the customer in a financial advising meeting. We’ve begun to approach interesting ideas as to how we might replicate that type of interaction. For instance, we’ve considered how products like Alexa/Google Home could be utilized for financial management.

However, I am stuck on how much guidance we should give to customers, as opposed allowing customers to take control themselves. Digital/designed educational experiences, in my opinion, tend to gear more towards step-by-step instruction styles that can hinder a learner’s ability to fill in gaps and apply knowledge/skills to diverse contexts. Although our solution needs to avoid creating confusion and uncertainty for the user, it also needs to actively engage the learner and allow them to grow and practice on their own. My question for the group is: given our problem space, what is the appropriate amount of guidance? How can we be clear, but leave room open for learner development, within our learning experience?