Live Training Solutions

Deliverables: Design Document, Presentations, Facilitator Guides, Participant Guides, Templates, Job Aids I recently managed the development of ATD’s new Instructional Design Certificate program from concept to launch. The process began with a needs assessment, where I reviewed customer feedback, analyzed market trends, and drafted a concept brief to present to stakeholders. After securing buy-in, I recruited and hired instructional designers and SMEs, and project managed the development of facilitator guides, participant materials, and assessments. Our ISD had to leave the project early, and I stepped in to take on the ID role as well as the project manager role. I collaborated closely with editorial and creative teams to ensure the final content was polished, accessible, and aligned with adult learning principles. On the technical side, I partnered with the ed tech team to configure the LMS and learning platform, ensuring a seamless learner experience. Deliverables: Facilitator Guides • Student Workbooks (Developed from Scratch) • Volunteer Leader Playbook • Slide Decks • Activity Guides • Job Aids • Facilitator Training Plan • Regional Coordinator Training Plan I led curriculum development and project management for Amazon’s FGBS Periscope program, a national financial literacy initiative delivered by Amazon finance and accounting volunteers. My role focused on designing student-centered, teen-friendly learning experiences and building scalable training systems to support consistent delivery across regions. I developed all new student workbooks from the ground up—creating hands-on activities, scenarios, and skill-building exercises aligned with youth development best practices. To support volunteers with little teaching experience, I designed comprehensive facilitator guides, scripts, and job aids that translate complex financial concepts into clear, accessible lessons. To strengthen program delivery, I built a full facilitator training plan and a regional coordinator training program. The coordinator plan prepares new volunteer leaders in Costa Rica and London to launch and manage the Periscope program in their regions later this year, ensuring alignment with Amazon’s instructional and operational standards. Throughout the project, I partnered with SMEs, program managers, and operations teams to refine content, manage timelines, and maintain instructional quality. I also created interactive, high-engagement activities—including a finance-themed “Amazing Race” challenge—for retreats, virtual sessions, and school-based delivery. The result is a cohesive, scalable set of instructional materials and training systems that improve facilitator readiness, enhance student engagement, and support the global expansion of the Periscope program.

Deliverables: Design Document, Presentations, Facilitator Guides, Participant Guides, Templates, Job Aids I recently managed the development of ATD’s new Instructional Design Certificate program from concept to launch. The process began with a needs assessment, where I reviewed customer feedback, analyzed market trends, and drafted a concept brief to present to stakeholders. After securing buy-in, I recruited and hired instructional designers and SMEs, and project managed the development of facilitator guides, participant materials, and assessments. Our ISD had to leave the project early, and I stepped in to take on the ID role as well as the project manager role. I collaborated closely with editorial and creative teams to ensure the final content was polished, accessible, and aligned with adult learning principles. On the technical side, I partnered with the ed tech team to configure the LMS and learning platform, ensuring a seamless learner experience. To deliver the program, I scheduled and supported the pilot in coordination with operations, and partnered with marketing to craft a go-to-market strategy and website launch. Throughout the project, I led cross-functional status updates, monitored risks, and adjusted workflows to maintain quality and timeline. The program was delivered as both in-person and virtual instructor-led training, providing flexibility for diverse learners. We measured success through participant feedback, facilitator evaluations, and early enrollment data, which demonstrated strong demand and high satisfaction ratings. The result was a scalable, revenue-generating certificate program that filled a critical skill gap in the marketplace while strengthening ATD’s education portfolio.

Context / Client Need: I was contracted through Synergy Consulting to design a 90-minute DEI workshop for a client company of ~200 employees, including C-Suite executives. The request included a facilitator PowerPoint deck and a participant workbook. The challenge: I was given very little background information, limited access to subject matter experts, and minimal time for a formal needs analysis. The expectation was that I would quickly design a complete, engaging training solution. Problem: The client needed an impactful, interactive DEI session to reach the entire company, from staff to senior leadership. There was little up-front direction or detail about audience needs, specific DEI priorities, or existing knowledge gaps. I had to create facilitator and participant materials that worked “out of the box” — clear enough for a consultant to deliver smoothly, but substantive enough to engage a high-level audience. Solution / My Approach: Drew on my instructional design expertise and professional knowledge of DEI best practices to build the core structure of the workshop. Designed the PowerPoint deck to guide facilitation with clear discussion prompts, case examples, and interactive checkpoints. Created a participant workbook with reflection activities, scenario-based exercises, and space for personal action commitments. Focused on building interaction into the design, so the session wasn’t just presentation but active dialogue. Incorporated feedback from the Synergy consultant after an initial draft to refine tone, flow, and emphasis. Outcome / Results: Delivered a turn-key training package (facilitation deck + workbook) that met the client’s request without needing heavy SME input. The consultant was able to successfully deliver the workshop to all 200 employees, including executives. Post-delivery feedback indicated the materials were engaging, professional, and well-structured, and employees appreciated the chance to reflect and contribute.

Context / Client Need: Contracted through Synergy Consulting, I was asked to design a full-day onboarding training for all managers at SERCAP. The client requested a program that would align closely with their existing employee handbook, but deliver it in a way that was practical, engaging, and useful for managers overseeing new hires. Deliverables included a participant workbook, a facilitator agenda, and presentation materials. Problem: The organization had strong handbook documentation, but it was text-heavy and not easy to translate into training. Managers needed more than policy awareness — they needed tools, scenarios, and activities to help them practice onboarding responsibilities. I was given minimal SME support, which meant I had to transform the handbook into learning experiences largely on my own initiative. Solution / My Approach: Content Development: Extracted key policies, processes, and values from the handbook and reorganized them into logical training modules (e.g., company culture, compliance, performance management, ethics, team leadership). SERCAP Manager Training: Facilitation Design: Created a full PowerPoint deck with guidance for trainers, including case studies, interactive scenarios, and decision-making activities (e.g., handling harassment reports, managing team conflict, ethics inventories). Participant Materials: Designed a comprehensive workbook with worksheets, guided reflections, and scenario-based exercises that encouraged managers to apply concepts to their own teams. Agenda & Flow: Structured the day with a mix of presentation, small-group activities, and reflection to maintain engagement across multiple topics. Outcome / Results: Delivered a turn-key training package that allowed the consultant to run a full-day onboarding program without needing extensive prep. Managers walked away with practical tools, worksheets, and scenarios they could apply directly to their roles. The client praised the materials as clear, comprehensive, and reusable, and they continue to serve as the foundation for onboarding manager training at the organization.