Case studies/The Leave Briefing
Service DesignB2BSystems Thinking
Case Study No. 05

Designing the system behind 26,290 registrations.

The Leave Briefing: a 6-episode educational webinar series for HR professionals. Five interconnected deliverables. One reusable system. The result of treating production scaffolding as a first-class design problem.

The Leave Briefing webinar series displayed across tablet, desktop, and mobile devices
Role
Sole Designer
End-to-end experience
Audience
SMB HR + Brokers
76% under 1,000 employees
Tools
Figma · Webinar platform
Unum brand system
Timeline
Apr to Oct 2025
6 episodes, monthly cadence
26,290

Total registrants across the six-episode series.

39%

Average attendance rate, series-wide. Consistent across all six episodes.

8,549

Live engagements: Q&A responses and CTA clicks during broadcast.

77%

Of attendees rated the content "very useful" in post-event surveys.

14%

Of registrants came via field invitation links, proving share-worthy design.

The audience

Not one audience. Four distinct segments.

86% of attendees were employers. But within that cohort, the design had to serve four meaningfully different user types, each arriving with different motivations, different levels of legal literacy, and different definitions of "useful."

Audience 01 · 86% of registrants

HR professionals

Time-constrained, compliance-anxious, and responsible for decisions that affect their entire workforce. Design had to reduce cognitive load before the first slide appeared. Visual hierarchy was a compliance tool.

Audience 02 · New each episode

First-time attendees

Every episode brought 60-70% new registrants. The experience had to work as a standalone with no prior series context required. Episode design had to be self-contained without sacrificing series identity.

Audience 03 · 20% by Episode VI

Brokers

Episode VI showed 20% of registrants matched to broker domains. This audience uses the content differently, as client advisory material rather than personal compliance guidance. Design for shareability and reference.

Audience 04 · 21% of registrants

Repeat viewers (4+ episodes)

A core engaged segment building a knowledge base across the series. Episode numbering, visual consistency, and series identity design rewards and reinforces this behavior.

The system

Five deliverables. One system. Six episodes without rebuilding.

A one-episode webinar is a project. A six-episode series with consistent branding, consistent audience experience, and consistent field execution is a product. Products require systems. I designed the system before the first episode launched, so every subsequent episode was an instance of the template, not a new design problem.

Deliverable 01

Slide Deck Template

A locked structural template with modular content zones. Speaker intros, agenda slides, content frames, and CTA slides were all pre-designed. Each episode required content insertion, not layout decisions.

Why it worked

Reduced per-episode design time. Ensured every episode felt like the same product.

Deliverable 02

Email Templates (Pre + Post)

Two email states sharing 70% of their structural DNA. Pre-event focused on urgency and registration. Post-event focused on replay access and next-episode seeding. Built as a system with two states, not two separate designs.

Why it compounded

The shared structure meant improvements to one state improved both. Six episodes, zero template rebuilds.

Deliverable 03

On24 Console Design

The live broadcast environment. Resource widget placement, CTA timing, and speaker frame design were all deliberate. 8,549 live engagements didn't happen because the audience was engaged. They happened because the console design made engagement the path of least resistance.

Why it converted

Every CTA click and Q&A response is a designed interaction. 8,500+ of them.

Deliverable 04

Promotional Graphics

LinkedIn-native dimensions, headline-forward design, consistent episode branding. Adapted for both organic posts and field partner sharing.

Why it scaled

Episode VI: 20% of registrants matched to broker domains. Share-worthy design enabled the field-to-broker pipeline.

Deliverable 05

Pre/Live/Post Journey Map

A research artifact that mapped every touchpoint across the three phases, identified gaps, and documented asset dependencies. The most strategic deliverable, not the most visible one.

Why it mattered

Became the content team's production blueprint. Made the invisible visible.

The journey

Pre, live, post. Three phases. Three design problems.

A webinar isn't an event. It's a journey that starts with a promotional post and ends weeks later with a follow-up resource. Each phase has its own design rules, and the assets in each must connect to the assets before and after.

Phase 01

Pre-event

Promotion to registration
  • Promotional graphics (LinkedIn + email)
  • Landing page registration experience
  • Pre-event email templates
  • Field partner enablement assets
Phase 02

Live event

The hour itself
  • Slide deck template (locked structure)
  • Live Q&A visual prompts
  • Speaker introduction frames
  • Real-time polling and CTA screens
Phase 03

Post-event

Recording to next episode
  • Post-event email templates
  • On-demand replay landing pages
  • Field connectivity assets
  • Series recap & internal performance materials
The Leave Briefing pre/live/post journey map showing all touchpoints and assets across the three-phase system
The discovery

The journey map didn't just plan the work. It changed it.

Before mapping the full journey, the design scope looked like a list of assets. Slides. Email. Graphics. After mapping it, the scope became visible as a system with dependencies. Decisions made in the pre-event phase directly affected post-event engagement. Gaps in one phase created friction in the next.

Three findings only became visible after the journey map existed:

Discovery 01

14% of total registrants came via field invitation links. The field team's sharing behavior was the primary driver of registration volume. Designing promotional graphics that field partners would actually want to share became a first-order priority, not an afterthought.

Discovery 02

On-demand views (1,494 across the series) were being driven to a generic replay link, not a designed landing experience. The post-event phase had a design gap that was only visible when the full journey was mapped.

Discovery 03

The pre-event and post-event email templates shared 70% of their structural DNA. Building them as a system with shared components and two distinct states reduced production time and ensured visual consistency over the subscriber's email life.

Series performance

Six episodes. Consistent attendance. Habitual engagement.

The most meaningful signal in this data isn't the total registrant count. It's the consistency of the attendance rate across all six episodes.

Leave Briefing series performance trends chart showing registrant counts and attendance rates across six episodes
EpisodeTopicDateRegisteredAttendedRate
IPFML and PSL 101: A crash course in paid leaveApr 16, 20255,2651,96337%
IIPFML: Quick updates on the state of the statesApr 30, 20255,4231,88635%
IIIFMLA boot camp: From basics to best practicesMay 29, 20255,0632,04840%
IVADA essentials: Requirement rundownJun 25, 20253,3481,13234%
VPWFA compliance: Baby steps to inclusive practicesJul 30, 20253,3501,31239%
VIState and employer-sponsored leave: Mapping overlapsOct 1, 20253,8411,26233%
Retrospective

What Season 2 would look like.

The pilot was successful. The data also revealed exactly where the next iteration should go.

Reflection 01

Design a Series Dashboard for repeat viewers.

21% of attendees watched multiple sessions. That cohort deserved a designed experience for tracking their progress across the series, not just individual episode replay pages. A Series Dashboard with episode completion states and content recommendations would gamify repeat engagement.

Reflection 02

Build audience-specific entry points from the start.

HR professionals and brokers arrive with different motivations. A segmented registration flow and tailored confirmation experience would improve relevance from the first touchpoint. Audience-specific entry points need to be designed in from the start.

Reflection 03

Create a series-level visual arc, not just episode-level identity.

A visual arc across all 6 episodes (progressive color treatment, episode numbering, a series completion graphic) would reward repeat viewers and signal the series as a product, not a collection of events. The 21% repeat-viewer cohort deserved visual recognition for their persistence.

End of case study
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