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Project Examples

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green papers
Project 1:
Needs Assessment 
Working Together
Project 2:
Onboarding Program

Financial Services Training Assessment

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  • Developed a training needs assessment for financial sales representatives.

  • Collected data via surveys and telephone and in-person interviews.

  • Analyzed competency gaps and suggested training strategy and implementation recommendations.

  • Presented recommendations to key leaders. 

Onboarding Salesforce Program

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  • Prepared company introduction including history, global locations, and current mission and vision.

  • Designed introductory product training certification courses including prework, instructor-led and eLearning courses, and post on-the-job activities.

  • Created test questions to legitimize certification.

  • Developed corresponding facilitator guides. 

Marketing team meeting
Project 3:
Training Design & Development
Gears
Project 4:
Procedural Training

Product Launch Training 

 

  • Designed internal and external product launch training with marketing, IT and subject matter experts.

  • Structured learning objectives, training outlines, technical documentation, and assessment questions.

  • Developed an introductory eLearning course in Articulate Storyline and an advanced course in iSpring.

  • Coordinated a pilot with internal and internal customers and revised content as needed.

  • Integrated final courses with the LMS platform team.  

 Medical Device Procedural Training

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  • Rapid development of a procedural training PowerPoint presentation for instructor-led or webinar training.

  • Reviewed preliminary needs analysis, survey feedback, technical brochures, and existing images.

  • Constructed course objectives, outline and course content in PowerPoint.

  • Prepared test questions in an electronic survey tool.

  • Presented ideas for future learning enhancements.

 

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