← Back to portfolio
AmeriCorps Portfolio Case Study

Práctica Informada
en Trauma

A full ADDIE instructional design for ADFAN — Puerto Rico's Administration of Families and Children — responding to the Family First Prevention Services Act mandate and Puerto Rico's approved Title IV-E Prevention Plan 2022–2026.

ADDIE SAMHSA 4 R's Kirkpatrick Bloom's Taxonomy Child Welfare Blended Learning Spanish-Language Federal Compliance
28–30
Total Training Hours
7 modules · async + live · capstone
28
Learning Objectives
Bloom's Remember → Create, all 6 levels
8
Design Documents Produced
Needs analysis → eval report template
1,300+
Target ADFAN Workers
10 regional offices across Puerto Rico
1st
U.S. Territory with Approved FFPSA Plan
Puerto Rico — approved May 2024
Scroll
The Mandate
The Federal
Mandate

The Family First Prevention Services Act (FFPSA, 2018) restructured federal child welfare funding for the first time — making Title IV-E dollars available for prevention services, but only if those services are trauma-informed. This is not guidance. It is a prerequisite for 50% federal reimbursement. This training was designed specifically for Puerto Rico's 1,300+ ADFAN social workers, built directly from the territory's approved prevention plan and ADFAN's own organizational data.

Organizational Context · Pre-Design Research

Starting with the Source Documents

Before any design decision was made, I analyzed ADFAN's actual planning documents — the Families First Puerto Rico Title IV-E Prevention Plan 2022–2026 and the ADFAN State Plan 2025–2029 — alongside the federal FFPSA statute and Puerto Rico's Ley 57-2023. The training is built from those sources, not adapted from a mainland U.S. template.

Critical workforce finding: ADFAN social workers carry an average caseload of 34 simultaneous cases — more than double the 14-case average across other U.S. states and territories. The agency's own organizational assessment (completed by 75% of its workforce, 1,379 employees) found that 90% identified insufficient human resources and 64% identified insufficient technology as barriers. These findings shaped every design decision in this program.

Governance structure used: Puerto Rico's Prevention Plan established six working subcommittees, two of which directly commissioned this training — the Trauma-Informed Workgroup (mandated to ensure TIC compliance) and the Workforce Development Workgroup (mandated to review ADFAN's training curriculum and address secondary trauma). Scientific partner: Grupo Nexos.

Evidence-based programs already approved: Puerto Rico's plan selected Brief Strategic Family Therapy (BSFT), Coping Cat, and Parenting Fundamentals for pilot implementation — plus the Core Curriculum in Child Trauma and a Wellness & Mindfulness Program for the workforce. This training is designed to prepare workers to recognize, refer to, and support these specific programs.

41.2% Families Below Poverty Line
Economic stress is the #1 documented driver of child maltreatment referrals
8,365 Substantiated Referrals (2019)
47.9% of the 17,474 referrals received that year
$2.5M Annual Scholarship Pipeline
ADFAN–UPR MOU: Title IV-E funding for 214 social work students

Puerto Rico's Collective Trauma Context

Puerto Rico's Collective Trauma —
Named Directly in the Curriculum

Every case scenario, facilitator script, and cultural reference in this program is Puerto Rican. The families ADFAN workers serve exist within compounding layers of collective trauma that generic child welfare training does not address. I built those realities into the instructional design from the start.

🌀

Hurricane María (2017)

Category 5. 3,000+ deaths. Up to 16 months without electricity in some areas. ADFAN workers are themselves María survivors — many lost homes or had offices destroyed. This is not history. It is ongoing.

📉

Economic Collapse & PROMESA

Economy 20% smaller than 20 years ago. Austerity under PROMESA cut public services. Workers carry double the caseloads of mainland counterparts with fewer resources — a structural reality this training names directly.

🏛️

Colonial History & Institutional Distrust

125+ years of a colonial relationship with the U.S. federal government shapes how families respond to government intervention. The training prepares workers to understand and work with this distrust intentionally.

🌍

Seismic Events (2020)

The southwestern earthquake sequence compounded existing crises. Workers in Guayama, Ponce, and Mayagüez regions may themselves be in precarious housing while serving displaced families.

🦠

COVID-19 Pandemic

Isolation, domestic violence surge, parental mental health deterioration, school disruption, and economic contraction — layered onto all prior stressors for families already in the system.

👨‍👩‍👧

Cultural Assets as Strengths

Familismo, personalismo, respeto, and confianza are not barriers — they are the cultural infrastructure of healing. This training builds on these values rather than working around them.

Design Process

The ADDIE Process — All Eight Documents

Each document below is a standalone professional deliverable produced through the design process. The portfolio case study was assembled last, after all eight source documents were complete.

Phase 1 · Analyze
Needs Analysis
Phase 1 · ADDIE: Analyze
Needs Analysis Report
Organizational context analysis, performance gap table (6 identified gaps), learner profiles including the critical ACE-exposure consideration, environmental constraints (6 factors), Puerto Rico collective trauma analysis, and EBP inventory from the actual PR Prevention Plan.
Performance Gap Analysis Learner Analysis Environment Analysis Policy Grounding
Phase 2 · Design
Instructional Blueprint
Phase 2 · ADDIE: Design
Instructional Blueprint
28 learning objectives mapped to Bloom's levels before any content was drafted. Six theoretical foundations. The Antes/Durante/Después blended delivery model. Module sequence, instructional methods matrix, and a three-level assessment plan with completion standards for each.
28 Objectives 6 Theories Blended Architecture Assessment Design
Phase 3 · Develop
Development
Phase 3a · Storyboard
Module 1 eLearning Storyboard
Slide-by-slide specification for the 45-minute async Module 1 — 30 slides with on-screen visuals, narration scripts in Puerto Rican Spanish, interaction design, accessibility requirements, and developer notes. The Torres family scenario is introduced here and threads forward into Modules 2 and 3.
30 Slides Spanish Narration Scripts WCAG 2.1 AA Offline-Ready
Phase 3b · Facilitation
Facilitator Guide & Style Guide
Two documents in one: a minute-by-minute facilitation guide for all 7 live sessions — with timing, Spanish scripts including the Community Agreements, and an Emotional Safety Protocol — plus the full visual brand system covering color, typography, imagery rules, and print specifications.
7 Session Guides Facilitation Scripts Brand System Safety Protocol
Phase 3c · Materials
Materials Development Plan
Inventory of all 22 participant and facilitator materials with format, language, accessibility, and quantity specs. Includes eLearning technical requirements (HTML5 offline, WCAG 2.1 AA, 150MB cap), a 12-step production timeline, and a seven-stage review and QA protocol.
22 Materials Production Timeline QA Protocol Accessibility Standards
Phase 4 · Evaluate
Evaluation
Phase 4a · Framework
Evaluation Framework
Kirkpatrick L1–L4 framework with instruments, data collection plans, analysis approaches, and decision rules at each level. An evaluation calendar maps every data point across the program timeline. Nine specific decision triggers link evaluation findings to program improvement actions — and directly to ADFAN's FFPSA compliance reporting.
Kirkpatrick L1–L4 Decision Rules FFPSA Compliance Eval Calendar
Phase 4b · Instruments
Evaluation Instruments
Not a rubric template — these are the instruments themselves. The L1 satisfaction survey in Spanish with NPS; knowledge assessment items with answer keys and Bloom's mapping; the Module 4 skills observation rubric with 10 behavioral indicators; the 90-day supervisor behavioral checklist; and the capstone five-domain scoring rubric.
L1 Survey L2 Knowledge Assessment L2 Skills Rubric L3 Observation Checklist
Phase 4c · Reporting
Evaluation Report Template
A ready-to-complete post-cohort report covering all four Kirkpatrick levels, with data entry fields pre-structured for each measure. Includes a FFPSA compliance documentation section and signature blocks for the ADFAN Administrator, Grupo Nexos, and the Training Office. Written to function in both Spanish and English for federal reporting.
All 4 Kirkpatrick Levels Federal Reporting Bilingual Approval Workflow

Curriculum Architecture

Seven Modules, One Coherent Arc

The curriculum follows the SAMHSA 4 R's — Realize, Recognize, Respond, Resist Re-traumatization — in direct alignment with Puerto Rico's approved Prevention Plan. Cognitive demand is scaffolded progressively, from Remember and Understand in the early modules through Apply, Analyze, Evaluate, and Create by the end.

1
¿Qué es el Trauma? Fundamentos
Realize
3 E's framework · ACEs research · PR collective trauma · FFPSA paradigm shift
3.5 hrs
2
El Cerebro y el Trauma: Neurobiología
Realize
Brain architecture · Window of Tolerance · Polyvagal Theory · Behavior reframing
3.5 hrs
3
Reconociendo el Trauma en las Familias
Recognize
SAMHSA 6 Principles · Developmental indicators · FFPSA referral pathways (BSFT, Coping Cat, Parenting Fundamentals)
4 hrs
4
Involucramiento Informado en Trauma & MI
Respond
Motivational Interviewing OARS · Co-regulation · TI language · De-escalation · Role play
4 hrs
5
Planificación de Casos Centrada en la Familia
Respond
FFPSA service plans · SIMCa documentation · Trauma-informed safety assessment · Family team meetings
4 hrs
6
Bienestar del Trabajador: Estrés Traumático Secundario
Resist
STS vs. burnout · ProQOL-5 · Wellness & Mindfulness Program · Professional sustainability plan
3.5 hrs
7
Supervisión y Transformación Organizacional
Resist
Reflective supervision · Parallel process · Policy audit · 90-day team action plan · TIC org assessment
3 hrs

Four Design Decisions

01

The Training Is the Model

Every facilitation choice reflects trauma-informed values — predictable structure, no forced disclosure, learner agency, transparent communication. If the training contradicts what it teaches, it loses credibility before the first module ends.

02

Built for Puerto Rico Specifically

Every case scenario, facilitator script, and cultural reference reflects Puerto Rico's reality. The composite Torres family threads through Modules 1–3. Collective trauma from María, PROMESA, and colonial history is named directly in the curriculum — not acknowledged in a footnote.

03

Workers Are Experts, Not Deficits

ADFAN workers have deep professional expertise and lived community knowledge. I designed TIC as a lens that builds on what workers already know — not a correction of prior practice. That distinction matters for engagement, and it matters for trust.

04

Skill Over Awareness

Awareness alone doesn't change practice. Every module includes observable skill practice with structured peer feedback. Every transfer task is tied directly to the worker's active caseload — not a hypothetical exercise they'll never use.

Learning Objectives

28 Learning Objectives — All Measurable, All Mapped

All 28 written at the correct Bloom's level, measurable, and tied to SAMHSA's framework. Filter by module below.

# Module Learning Objective Bloom's Level SAMHSA
1.1M1Define trauma using the 3 E's framework (Event, Experience, Effect) and distinguish between acute, chronic, complex developmental, and collective/historical traumaRemember / UnderstandRealize
1.2M1Explain ACEs research findings and their documented relationship to health, mental health, and child welfare involvement across the lifespanUnderstandRealize
1.3M1Describe Puerto Rico's collective trauma context (María, PROMESA, earthquakes, COVID-19, colonial history) and connect to ADFAN case realitiesUnderstand / ApplyRealize
1.4M1Identify how traditional child welfare investigation models may inadvertently re-traumatize families and why FFPSA requires a paradigm shiftUnderstand / AnalyzeRealize
2.1M2Explain how chronic stress and trauma alter brain development, with reference to the prefrontal cortex, amygdala, hippocampus, and HPA axis stress responseUnderstandRealize
2.2M2Describe the Window of Tolerance model and identify behavioral expressions of hyper-arousal and hypo-arousal in children, adolescents, and adult caregiversUnderstand / ApplyRealize
2.3M2Apply Polyvagal Theory to explain why safety must precede collaboration in family engagement, and how worker presence activates or deactivates the family's threat responseApplyRealize
2.4M2Reframe at least three behavioral presentations common in ADFAN cases (e.g., aggressive parent, non-responsive teenager, withdrawn child) from deficit lens to trauma-informed lensAnalyze / EvaluateRealize
3.1M3Use SAMHSA's 6 Core Principles (Safety, Trustworthiness, Peer Support, Collaboration, Empowerment, Cultural Humility) as a screening framework for evaluating family interactionsApplyRecognize
3.2M3Identify developmental trauma indicators in children ages 0–3, 4–12, and 13–17, distinguishing trauma-driven behavior from developmental regressionUnderstand / AnalyzeRecognize
3.3M3Recognize trauma responses in adult caregivers — including emotional dysregulation, guardedness, hypervigilance, and apparent non-engagement — and differentiate from willful non-complianceAnalyzeRecognize
3.4M3Apply the appropriate ADFAN referral pathway for FFPSA-approved services (BSFT, Coping Cat, Parenting Fundamentals) based on trauma-informed screening indicatorsApplyRecognize
4.1M4Conduct a trauma-informed initial home visit using the OARS framework (Open questions, Affirmations, Reflections, Summaries) from Motivational Interviewing — explicitly included in ADFAN's PR Prevention PlanApplyRespond
4.2M4Use strengths-based, trauma-sensitive language in Spanish in family interactions — avoiding deficit framing, coercive tone, and re-traumatizing questionsApplyRespond
4.3M4Demonstrate co-regulation strategies — adjusting one's own tone, pace, and physical presence to reduce threat activation in a dysregulated family memberApplyRespond
4.4M4Adapt engagement strategy when a family member is in active threat response (fight, flight, freeze, fawn) using evidence-based de-escalation consistent with TI principlesApply / EvaluateRespond
5.1M5Develop a trauma-informed family service plan integrating strengths, cultural assets, and family voice using ADFAN's SIMCa documentation standardsCreateRespond
5.2M5Conduct a trauma-informed safety and risk assessment using collaborative, non-coercive approaches that gather necessary information without re-traumatizing familiesApply / AnalyzeRespond
5.3M5Facilitate a trauma-informed family team meeting, structuring agenda to prioritize family voice, minimize power imbalances, and reinforce safety for all participantsApply / CreateRespond
5.4M5Write case notes using strengths-based, rights-preserving language avoiding deficit labels and diagnostic over-reaching, in compliance with ADFAN documentation standardsApplyRespond
6.1M6Distinguish between Secondary Traumatic Stress, vicarious trauma, compassion fatigue, and burnout — identifying organizational and individual contributing factorsUnderstand / AnalyzeResist
6.2M6Assess their own current STS symptom profile using the Professional Quality of Life Scale (ProQOL-5), interpreting scores with accuracy and without shameApply / EvaluateResist
6.3M6Apply at least two evidence-based self-regulation strategies from ADFAN's Wellness and Mindfulness Program (somatic grounding, cognitive reappraisal) in a practice scenarioApplyResist
6.4M6Create a personalized professional sustainability plan identifying STS risk factors, protective factors, early warning signs, and at least three specific mitigation strategiesCreateResist
7.1M7Evaluate ADFAN's team environment against SAMHSA's organizational trauma-informed self-assessment criteria, identifying at least three areas for improvementEvaluateResist
7.2M7Apply trauma-informed supervisory practices — including reflective supervision, parallel process awareness, and STS check-ins — in a case consultation scenarioApplyResist
7.3M7Develop a team-level 90-day action plan identifying feasible policy or procedural changes to advance trauma-informed practice in their specific regional officeCreateResist
7.4M7Connect their TIC practice to ADFAN's FFPSA compliance obligations, articulating how trauma-informed services enable Title IV-E federal reimbursementUnderstand / ApplyResist

Phase 3a · Module 1 Storyboard — Sample

Inside the eLearning Design: ¿Qué es el Trauma?

The storyboard is the most detailed document in any eLearning project — a slide-by-slide specification that serves as both the development brief for the developer and the review document for the SME. Module 1 covers 30 slides across 8 content sections, with full Spanish narration scripts written for each.

Section A
Welcome & Orientation
Slides 1–3
4 minutes
Section B
¿Qué es el Trauma? — The 3 E's & Typology
Slides 4–8
10 minutes
Section C
ACEs Research — Prevalence, Dose-Response, Puerto Rico Data
Slides 9–13
10 minutes
Section D
Puerto Rico Collective Trauma Context
Slides 14–18
10 minutes
Section E
The Old Model vs. FFPSA Paradigm Shift
Slides 19–21
5 minutes
Section F
Private Reflection Prompt
Slide 22
3 minutes
Section G
Knowledge Check — 7 Scenario-Based Questions
Slides 23–29
8 minutes
Section H
Closing & Transfer Task
Slide 30
2 minutes

Sample Slide Specification — Slide 05: Las 3 E's del Trauma

Slide 05 of 30 · Section A · 2 minutes
¿Qué es el Trauma? Las 3 E's del Trauma
On-Screen Visual
Animated diagram: three overlapping circles labeled "Evento (Event)", "Experiencia (Experience)", "Efecto (Effect)". Each circle glows as it is introduced. Text in the intersection: "El trauma ocurre en la intersección." SAMHSA attribution at bottom. Teal color scheme. Circles appear one at a time, then overlap.
Narration Script (Spanish)
"La palabra 'trauma' se usa mucho, pero ¿qué significa exactamente? La SAMHSA lo define usando tres dimensiones. El Evento: algo que ocurre que es potencialmente amenazante. La Experiencia: cómo la persona vive ese evento, basado en su historia y sus recursos. Y el Efecto: el impacto que tiene en el funcionamiento de la persona. El trauma no es el evento en sí — es la intersección de las tres."
Learner Interaction
Learner clicks each circle to reveal its definition and a Puerto Rico-specific example. All three must be clicked before the Next button activates. Not time-limited.
Accessibility Notes
Color is not the only differentiator — each circle has text labels. Animation can be paused. ARIA labels on all three interactive circles. Keyboard-navigable. Text alternative available.
Developer Note: Animation must work offline (CSS or JS only — no CDN dependencies). Do not use external animation libraries. Circles must render correctly in Chrome, Firefox, and Safari without internet connection. Max asset contribution from this slide: 200KB.

Design Decision — Torres Family Scenario

The Torres family (Marisol, Andrés, and Valeria — a composite Puerto Rican family in Caguas, post-María) is introduced at Slide 4, returns at Slide 13 after the ACEs content, and threads through Modules 1–3 as a progressive practice anchor. This is a story-based learning technique: workers build a relationship with a case and watch their own understanding deepen from module to module. The ACE Score Reflection is informational only in the async eLearning — the private scored version is reserved for the facilitated live session where a trained facilitator is present. That boundary is a deliberate trauma-informed design choice, documented explicitly in the storyboard so no developer overrides it.

Phase 4 · Evaluation

Kirkpatrick Four Levels — Designed Into the Program

Evaluation was designed before delivery, not after. For a training that directly affects child welfare outcomes and must satisfy FFPSA compliance reporting to the Administration for Children and Families, getting measurement right is not optional.

L1
Reaction
"Did workers find the training relevant, respectful, and applicable?"
Instrument
10-item satisfaction survey in Spanish · 5-point Likert scale · 2 open-ended questions · Net Promoter Score · Anonymous · After each of 7 live sessions
Decision rule: Any item below 3.5/5.0 → facilitator review before next cohort. NPS below 20 → full session audit.
L2
Learning
"Did knowledge, attitudes, confidence, and skills measurably improve?"
Instruments
25-item pre/post knowledge assessment (parallel forms, Spanish) · STSI Attitude Scale · 10-item self-efficacy survey · Module 4 & 5 skills rubrics · Capstone 5-domain rubric (70% pass threshold)
Decision rule: Knowledge gain <15% → content review. Skills pass rate <70% → facilitator coaching + activity redesign.
L3
Behavior
"Are workers applying TIC practices in their daily casework?"
Instruments
Supervisor behavioral observation checklist (30 & 90 days) · Worker self-report survey · SIMCa case note audit — random 5 notes per worker scored for TI language · Transfer task portfolio review
Decision rule: <60% rated "demonstrating" at 90 days → communities of practice activated + supervisory coaching protocol.
L4
Results
"Are outcomes improving for children, families, and workers?"
Data Sources
SIMCa admin data: family preservation rates · Foster care entry & re-entry rates · FFPSA EBP referral utilization · Aggregate ProQOL-5 at 6 months · Worker retention/turnover · FFPSA compliance documentation for ACF/Children's Bureau
Analysis by: ADFAN QA Office + Grupo Nexos scientific partner. Reported to ACF as part of PR's Title IV-E Prevention Plan obligations.

Full Deliverable Set

The Eight Deliverables

One document per phase — produced in sequence, not summarized after the fact.

🔍
Phase 1 · Analyze
Needs Analysis Report
Six performance gaps identified and typed. Learner profile including the ACE-exposure consideration. Six environmental constraints mapped to design responses. Puerto Rico collective trauma context. EBP inventory from the actual PR Prevention Plan.
🗺️
Phase 2 · Design
Instructional Blueprint
28 learning objectives across all Bloom's levels, six theoretical foundations, the Antes/Durante/Después delivery model, instructional methods matrix, and a three-level assessment plan with pass standards.
📋
Phase 3a · Develop
Module 1 Storyboard
30 slides with Spanish narration scripts, interaction specifications, accessibility requirements, and developer notes. The Torres family scenario is introduced here and threads forward into Modules 2 and 3.
📖
Phase 3b · Develop
Facilitator Guide & Style Guide
Minute-by-minute session guides for all 7 modules with Spanish scripts, the Emotional Safety Protocol, and a full visual brand system covering color, typography, imagery, slide design, and print standards.
📦
Phase 3c · Develop
Materials Dev Plan
All 22 participant and facilitator materials specified by format, language, accessibility, and quantity. eLearning technical requirements, a 12-step production timeline, and a seven-stage QA review protocol.
⚖️
Phase 4a · Evaluate
Evaluation Framework
Kirkpatrick L1–L4 with instruments, data plans, and nine decision triggers tied to specific thresholds and improvement actions. Evaluation calendar spans from session delivery through the 12-month post-rollout window.
📊
Phase 4b · Evaluate
Evaluation Instruments
The instruments themselves: L1 satisfaction survey in Spanish, knowledge assessment items with answer keys, Module 4 skills rubric, 90-day supervisor observation checklist, and the capstone five-domain scoring rubric.
📄
Phase 4c · Evaluate
Evaluation Report Template
Post-cohort report with pre-structured fields for all four Kirkpatrick levels, an FFPSA compliance documentation section, and signature blocks for ADFAN leadership, Grupo Nexos, and the Training Office.

About the Designer

Kimberly
Richard-Rivera

MS Management & Leadership · WGU 2025  |  MEd Education Technology & Instructional Design · WGU (in progress)  |  BA Social Science, IO Psychology · UPR 2019

I designed this program during my AmeriCorps service term supporting ADFAN's implementation of the Family First Prevention Services Act in Puerto Rico. Every decision was grounded in the primary source documents — ADFAN's Title IV-E Prevention Plan 2022–2026, the State Plan 2025–2029, Puerto Rico's Ley 57-2023, and the federal FFPSA statute. I did not adapt a mainland template.

The work covers the full instructional design cycle: organizational context research, needs identification, objective writing, instructional strategy, curriculum design, materials specification, and evaluation architecture — each produced as its own document, not summarized after the fact.

  • Needs analysis using primary source documents — ADFAN State Plan, PR Prevention Plan, CFSP 2020–2024
  • 28 learning objectives at verified Bloom's levels — written before content, not extracted from it
  • Blended delivery architecture built around real constraints: 34-case caseloads, 10 dispersed regions, no reliable internet in all areas
  • Full eLearning storyboard with Puerto Rican Spanish narration scripts and trauma-informed interaction design
  • Kirkpatrick evaluation framework with actual instruments and decision thresholds — not a generic rubric
  • Federal policy alignment: FFPSA, Title IV-E, PR Prevention Plan 2022–2026, Ley 57-2023
  • Puerto Rican collective trauma, SAMHSA framework, and Spanish-primary design integrated from the start — not added at the end
Service Context
AmeriCorps — supporting ADFAN's FFPSA implementation in Puerto Rico
Organization
ADFAN / Departamento de la Familia de Puerto Rico
Design Framework
ADDIE · Kirkpatrick · SAMHSA 4 R's · NCTSN TIC Competencies · Bloom's Taxonomy · Adult Learning Theory · Implementation Science
Policy Grounding
FFPSA (2018) · PR Title IV-E Prevention Plan 2022–2026 · ADFAN State Plan 2025–2029 · Ley 57-2023 · CFSP 2020–2024
Language
Spanish (all learner-facing materials) · English (documentation) · Puerto Rican Spanish throughout
Scope
1,300+ ADFAN workers · 10 regional offices · 7 modules · 28–30 hrs · 8 design documents