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Intro to SimGate Design: Accelerate Discovery + Design with ReX GenAI
Updated over 2 weeks ago

Meet Your AI-powered co-author!

Expected Time to Complete Module: Approximately ~90 mins*

Purpose

Learn how to use ReX to streamline your discovery and design process.

This module is structured to help you:

  • Collaborate with ReX to draft key content, including Learner Persona, Learning Objectives, Topical Research, and Learner Journey

  • Leverage well-defined, fit-for-purpose prompts based on the Regis design approach

  • Optimize ReX outputs for high-quality results

  • Practice validating and refining outputs to meet design standards


Start Here

👀 Watch this video before you dive in!


Hands-On Activity: Using ReX “Pre-requisites” for Discovery

"Seeing something once is better than hearing about it a hundred times, but doing it once is better than seeing it a thousand times." ~ Unknown

Learn to Fast-Track YOUR Discovery and Design!

💭 Think of ReX as your apprentice and thought partner, helping you co-author and align each step with your goals.

The “Prerequisites” section in your project includes a series of prompts designed to streamline discovery and establish a solid foundation for your course design. Consider this section as your “Designer due diligence,” where you’ll generate ideas and content to collaborate and align with your internal teams on your course strategy.

💡 Effective design always starts with a robust discovery process that:

  • Defines clear learning objectives, audience needs, performance gaps, and organizational goals.

  • Aligns training with learner needs, business priorities, stakeholder expectations, and relevant topics.

  • Establishes a foundation for impactful, scalable, and measurable learning solutions.


⚠️ NOTE! Learners do NOT see any content generated in this section!

This module focuses exclusively on the "Prerequisites" section of the tool, using guided prompts to streamline discovery and build a strong course foundation.

Once prerequisites are set, the "Simulation Pages" section allows you to create learner-facing content, structure, and flow. These pages can then be exported to SimGate Studio for prototyping or development—covered in the bonus section below!


🚀 Let's Get Started!

Your Project Scenario

For this activity, the goal is to focus on LEARNING and PRACTICING with ReX, not creating the perfect training scenario from scratch. To support you, we’ve provided a fictitious project scenario (below) with all the details you’ll need to answer the prerequisite prompt questions for this hands-on activity.

Your Project Goals and Context

  • Leadership Development Need: The firm aims to enhance the leadership skills of new mid-level managers to effectively lead teams, communicate, delegate, inspire, and adapt to change.

  • Program Goal: The "Mid-Level Leader Development Program" focuses on equipping participants with the skills, knowledge, and confidence to excel in leadership roles and drive organizational success.

  • Success Measurement: KPIs include employee engagement scores, 360-degree feedback, alignment with strategic priorities, team productivity, and goal attainment.

Your Role as Lead Instructional Designer

  • Program Lead: Design a realistic, immersive, and scenario-driven learning experience to help new mid-level managers practice leadership skills in a safe environment.

  • Key Focus:

    • Create realistic, relevant experiences that allow participants to practice leadership skills and apply insights to real-world roles.

    • Leverage your expertise in creating practice-based and highly relevant courses to meet organizational goals.

    • Clarifying program specifics, objectives, and SME insights to meet tight deadlines.

Your Task

  • Upcoming Critical SME Meeting: Prepare thoroughly to maximize a one-time meeting with the Senior-Level Executive SME, ensuring clarity on program design specifics to meet tight deadlines.

  • Collaborate with ReX to accelerate your Discovery and Design process and generate a summary that covers:

    • Draft learner persona

    • Draft learning objectives and key program outcomes

    • Topical research to create real and relevant scenarios

    • Draft storyline and themes for the learner's journey


Step 1: Create Your First ReX Project

  1. When you log in to ReX, click on New Project to create your new project.


  2. Choose the New Project Type

    • The other options are examples of templated project types that are "coming soon"!


  3. Name your project in the bottom left box. We suggest something like "My L1 Design Module Practice" since you might come back to this project later in your training journey!

  4. Click "Create Project"

  5. Your newly created project automatically opens!


Step 2: Practice Using Prompts to Generate Content

📝 In your newly created project, follow the steps below to start working your way through the Prerequisite template prompts.

Answer the Pre-Requisites

  1. In the first section of Pre-requisites, follow the directions provided at each step and thoughtfully answer each question prompt - use the TIP below to help maximize your prompting.

  2. Click on The PLAY ICON when you have answered each question and are ready to generate your ReX outputs.

💡 TIP! Maximizing Prompts

Give ReX the details and specificity it needs to generate contextually relevant and meaningful outputs.

  • Avoid basic, one-word answers…

    • Provide descriptions, characteristics, nuances, adjectives, and context… more is often better!

    • Ex. Bring your main character to life by describing who they are in detail to ensure your main character’s situation feels relatable to your target learners.

  • If you didn't get an output you like, add more details to your answer and regenerate the response! How to: Editing, Regenerating, and Saving your ReX Content

Ensure Your Outputs are "Just Right"!

Before moving to the next set of pre-requisite prompts, as a co-author, you’ll need to vet and refine the results.

  1. Review the output to make sure it matches your vision because it will inform all subsequent content ReX generates in this project!

  2. If it doesn’t align just yet, you have the power to adjust and steer the direction - use the TIP below to refine your content before moving on.

💡 TIP! Refining Content

Remember, ReX relies on your input and can't work without your guidance!

Ask ReX to help refine your learning objectives into your company's preferred format and style.

Use Rex's " Ask AI button" to help you edit and refine generated text!

  • Highlight the text on any generated content to view the rich text editor and click the "Ask AI" button.

  • Click one of the default options "make it shorter, summarize, etc." OR prompt ReX to alter the tone, context, or structure of the output.

Example prompt to coach ReX on Learning Objectives:

  • “Please rewrite this as a learner-centered objective with clear, specific, observable, and measurable learner actions, including condition, performance, and criteria. Ensure it highlights the “WIIFM” by emphasizing the skills learners will gain and how they will benefit.”

How ReX Delivers Quality Output

A common question is: How can I trust the outputs ReX provides? Here’s how:

  • Advanced Prompt Engineering

    • Prompt engineering involves asking specific questions or giving clear instructions to guide AI in generating accurate, relevant content that aligns with your goals.

    • ReX leverages thousands of hours of prompt engineering to deliver learning design outputs grounded in best practices and 20+ years of expertise.

    • Its structured approach aligns naturally with a designer’s mindset, generating relevant content without requiring you to master prompt writing.

    • Your design expertise is key—ReX works as your co-creation partner to enhance your creative process.

  • Human-in-the-Loop Process

  • ReX is here to accelerate your work, not replace your expertise. It thrives on a “human-in-the-loop” approach, ensuring quality and alignment with your organization’s needs.

  • Always fact-check critical or technical content and upload source documents to enhance accuracy and relevance.

💡 TIP! Check out this chart to visualize the prompting process and build confidence in the content you're generating!

Complete the Pre-Requisite Section

Practice maximizing the utility of the fit-for-purpose prompting and content generation using ReX's powerful features to complete the Prerequisite sections.

💡 TIP! Keep these best practices in mind:

  • Be specific: Add details, adjectives, and keywords to your prompts to help ReX understand the specifics of your focus and to generate context-rich responses.​

  • Experiment with variations: If you’re not satisfied with the initial outputs, try different prompts, add descriptors, or provide extra context to explore diverse perspectives on a topic.​

  • Review and refine: Take time to polish ReX's outputs for optimal alignment with your goals, needs, and storyline (use the inline editor!).

  • Human Input: Remember that ReX is your co-author, a tool meant to assist human users. Your input, validation, and refinement play a crucial role in shaping the quality and relevance of the generated outputs.​


⌛️ Short on time and can't finish all the prerequisites right now?

No problem! If you don't have time to finish all of the prerequisite sections now, your work is saved and you can come back at any time!

⚠️ NOTE: ALL prerequisite sections MUST be completed before you can move on to create the Simulation template pages to export to Studio (Covered in the "Want More" section below).


Step 3: Download Your Draft Discovery Document

📃 Unlock the full potential of your co-authoring experience - easily download your thoughtfully crafted content from ReX into a convenient .doc or .pdf format.

  • Effortless Feedback Collection: Share your content with users outside of ReX for valuable feedback.

  • Collaborate with SMR’s: Streamlining the iterative process from discovery and research to drafting storylines and sourcing content.

  • Secure Your Work: Preserve your hard work by saving a copy of your content.

DIY STEPS

  1. Click the download button near the prerequisites (top left) at any point of the project during content generation.

  2. In the popup modal, select the pages you’d like to include or exclude from the download, and select the format you’d like to download.

  3. When you’re ready, click download.

  4. The file will download to your computer.

  5. Open it up for review!

Can you believe how quickly you created thoughtfully aligned draft content and ideas?!?!

Now you can easily share this doc with SMR/SMEs, Clients, or Stakeholders to collaborate, review, and edit before moving on to HLD or prototyping!


"You may learn by watching, but you will understand by doing."

~ Unknown

🎉 Thanks for exploring ReX!

Feel free to move on to your next module OR explore the "Bonus" or "Want More?" sections below.


BONUS: SimGate Studio + ReX

🌟 Exporting to SimGate Studio

Curious about taking your learning further and bringing your vision to life in SimGate Studio? Here’s a glimpse into the next steps, along with links for deeper exploration.

⚠️ We recommend gaining a basic understanding of Studio BEFORE attempting to export your work to the platform! You can do that by attending a Studio Immersion Session or consider completing the Foundations of Development with SimGate™ training!

  • Once you've completed the PreRequisite steps, instructions direct you to create activity pages. You will maintain the same approach you used for the prerequisites to complete the Simulation Activity template prompts and generate content for your project. More info here: How To: Simulation Activity and Page Templates in ReX

  • Once you've completed your simulation pages, you're all set to take action. In SimGate Studio, your ReX-generated content truly comes to life through a variety of activity templates, ensuring engaging and effective learning experiences. See more details here: How To: ReX to Studio Content Export


Want More? ReX Resources + FAQ

Where do I find more ReX Resources?

Bookmark these for future reference!

Is ReX auto-generated AI content ready to be published?

  • No. While all of the content generated in our SimGate tools is unique and purposefully prompted to give you valuable content, ALL auto-generated content must be reviewed for accuracy and its fit for purpose. ReX will not give you final learning content, but rather is a place to start. While much faster than generating content from scratch, final learning content requires human involvement and therefore is ultimately a unique creation of the designer/developer.

Can ReX provide source information for generated content?

Is ReX separate from SimGate Studio?

  • Yes, while ReX operates independently, it seamlessly integrates with Studio. The integration involves a simple export-import process. The integration process generates the flow of the sim in Studio, placing your content into the appropriate pages.

  • ATTENTION! Always use a new, blank project in Studio when using Rex! All activities and content generated with Rex will overwrite anything existing in a wireflow.

💡TIP: Want to learn more about the power of AI in L&D and keep up with the latest and greatest AI tools for design?

Visit thethinkingeffect.com, a Regis-powered website dedicated to helping L&D professionals learn about and how to use AI tools to advance their careers.



🙋‍♀️🙋‍♂️Have any questions or feedback you want to share? Send an email to: [email protected]

Your feedback, insights, and suggestions are invaluable!


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