Strategy & training operating model
A mainframe-to-cloud transformation with a 2027 go-live needed an entire training function built from zero — no framework, no playbook, no precedent to work from.
- Action
- Authored the L&D Handover Guide: current-state assessment, gap analysis, stakeholder recommendations, and a 2026–2027 milestone roadmap. Paired it with a repeatable six-phase Training Development Playbook — scoping, content gathering, development, SME review, final review, and post-workshop iteration — plus a 4-part system (Charter, Tracking, Workflow, Templates) so multiple deliverables could move through SME time at once.
A repeatable six-phase playbook, documented for handoff.
GenAI learning architecture
A Fortune 1 organization needed 5,500+ associates fluent and confident with GenAI tools, fast, with no existing framework to build from.
- Action
- Designed a three-phase cascading architecture: self-paced pre-work, an 8-module in-person bootcamp, and an expert-panel Q&A. Trained VPs directly, who cascaded the program down through Directors to Managers. Coined the “promptcraft” framework (Role + Task + Instructions + Example) now used as the org's standard teaching method for prompting.
The cascade model — trained once at the top, self-sustaining at scale.
Curriculum architecture
Merchandising Academy needed a complete curriculum overhaul for roughly 1,000 associates — designed from a clean slate, on a tight timeline, with requirements that kept shifting under it.
Foundations
Welcome to Foundations, DC Tour, Retail Math
Strategy
Omni-channel customer strategy, CX Funnel & the 5 Its
Analytics
Data analysis & visualization, forecasting
Leadership
Leadership and culture, professional communication
Operations
Product life cycle, item file, assortment & aggregation
Professional development
Career development, negotiations, well-being
Brandon Hall awards — other curriculum work
Gold · 2023
Best development program for frontline leaders — Manager Academy
Silver · 2021
Best use of blended learning — Salaried Manager Core
DEI & leadership development ecosystems
The organization needed DEI learning that changed behavior over time, not a single workshop that faded by the next quarter — and an existing program that needed a full update to get there.
- Action
- Co-led a team revamp of the Belonging Institute, a five-session, multimodal journey moving from culture and diversity through unconscious bias to advocacy, using polls, breakouts, video, and structured reflection at every stage. Paired it with an update to the Allyship Journey, a four-level (101→401) digital learning object built around persona-based scenarios.
Five sessions, four allyship levels, one continuous journey.
Brandon Hall awards
Gold · 2024
Best leadership development for women — Live & Lead
Gold · 2024
Best learning program supporting DEI, equity & belonging — The Belonging Institute
Scenario-based learning design
Two approaches to teaching through story instead of slides — one for business analysis, one for change readiness.
ABC Pizza
A five-part narrative — who we are, what makes us special, what we envision, what we need from you, thank you — that walks learners through a real sales-data analysis exercise inside a brand story they can relate to.
Training Tuesday: time off & attendance
A scene-by-scene branching script with three developed characters, decision points with real consequences, and tracked emotional responses — not-valued, dismissed, unimportant, frustrated — that ground the discussion questions in something learners just felt.
Video & multimedia production
- Community Academy GO
- Sought out by colleagues as the subject-matter expert for technology training, delivering an interactive PowerPoint with embedded video demonstrating Microsoft tools during a live technology rotation.
- Crystal Ball Dashboard — VIO script
- Full video production package: business partner and content designer overview, version history, location requirements, writer's notes on tone, and a detailed storyboard with audio cues scene by scene.
Facilitator script — ninety-second spot.
Process & documentation standardization
Every project ships with the same documentation backbone, so nothing depends on memory and any project can be picked up by someone else.
- Standardized documentation
- Project overview (business partner, curriculum area, content manager), full version history with reviewer sign-off, and version-description details that track exactly what changed and why.
- Facilitation guides
- Pre-session technical setup, slide-by-slide facilitation instructions, timing and pacing guidance, troubleshooting alternatives, and post-session follow-up — so any facilitator can run the session cold.
Money Center facilitation guide — red flags & AML.
Interactive learning samples
Clickable samples demonstrating instructional design in action — the finished product alongside the design rationale behind it.
Intuit RSUs
Explains Restricted Stock Units to Intuit employees: vesting schedules, tax implications, and next steps.
The Impact-Driven Change Leadership Path
Builds change leadership capability — the mindset, skills, and tools to drive lasting organizational change.
The Friction of Change
A live signature comparison: sign your name with each hand, then compare. A small disruption makes the discomfort of change viscerally obvious.