The Process
Every engagement ends with a complete, facilitation-ready program that reduces the learning curve for your new employees.
What I build
I design instructor-led trainings and asynchronous e-learning experiences that prepare new employees and early-career professionals to approach their first day confidently.
Whether we're designing an online training or a multi-session, in-person course, every engagement works the same way: each phase produces a concrete deliverable and includes one revision cycle before we move to the next stage.
The result is a complete, facilitation-ready program: the materials, the structure, and the guidance an instructor needs to deliver it confidently for your learners.
Here's how we get there.
Phase 1: Discovery
The process begins with a clear understanding of your goals.
In our initial conversation, we explore what success looks like for your organization, who your learners are, and what's at stake when performance falls short.
What I need from you: A clear picture of your business goals, your definition of success, and the outcome you're trying to achieve.
You receive: A proposed Scope of Work outlining the project phases, deliverables, and timeline for your approval.
Phase 2: Needs Analysis
Training works when it's built around the right problem.
Using Action Mapping, I work with Subject Matter Experts to identify the specific behaviors and barriers standing between your employees and your business goal, so every learning objective we write is grounded in a real performance gap, not a assumption.
What I need from you: Access to subject matter experts for observation or interviews, and any existing data on the performance gap.
You receive: A Needs Analysis Report outlining causes, behaviors, and recommended training & non-training solutions.
Phase 3: Design
With the problem defined, we lay out the path to address it.
Some performance gaps require a single course. Others require a learning journey: a supported sequence of experiences that builds competence progressively.
This phase determines which approach fits your problem, and maps it out before anything is built.
What I need from you: Your organization's brand guide for visual consistency, timely feedback to remain on schedule.
You receive: A program outline and content storyboard for your review and approval.
Phase 4: Develop
This is where the blueprint becomes the training program.
For instructor-led training, this means facilitator guides, presentations, participant materials, and any job aids or assessment tools the program requires. For eLearning, this means building the course in Articulate Storyline or WeAre Learning: interactions, scenarios, and assessments included.
What I need from you: Prototype approval before full development proceeds, and consolidated feedback at each review stage
You receive: A prototype for approval, regular ongoing development updates in a shared Notion blog
Phase 5: Deliver
This is the handoff: everything the facilitator needs to run the program with confidence on day one.
For instructor-led programs, this means a complete, facilitation-ready package. For eLearning, this means a tested, deployment-ready course file.
You receive: Final program materials fully packaged and ready to run, plus a Train-the-Trainer kickoff session — virtual or in-person — to ensure confident, consistent delivery from day one.
What I need from you: LMS access for eLearning deployment, and confirmation of your facilitator for the Train-the-Trainer session.
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