Philosophy of Training
Developing any learning and development program depends on several factors. These three fundamentals guide me with preparing and managing any training content. My philosophy for any learning and development program is to meet these three goals:
Accessibility + Efficiencies + Execution = Success!
Be sure to scroll all the way down on this page to view selected works from my portfolio.
Accessibility
- Whether it is a micro-learning course that requires a few minutes of the learner’s time or a more complex course, the content has to be easily accessible to all users in both desktop and mobile platforms.
- The content must be organized in a way that adheres to a variety of learning styles and asynchronous to be viewed based upon the users availability.
Efficiencies
- With demands high for organizations to have the best and most prepared staff to help them achieve their training goals, a robust learning and development platform is essential.
- The content must be designed in a way that fully captures their criteria utilizing a variety of media, gamification, content and assessments.
- The content must be engaging, relevant and in a micro-learning format that makes it timely and efficient to apply what they have learned.
Execution
- The end goal of any training program is to educate learners on what they need to know in order to achieve the desired goal of the content.
- Features and benefits of the content must be clearly communicated so the learner can execute immediately.
- Time is money as they say, so it’s imperative that any organization that invests in any learning and development initiative receive their ROI as fast and effective as possible.
Training Portfolio
Below are some examples of my expertise in training support including internal communications, branding and audio/video.
Internal Communications
AI Avatars Training
Project Overview:
Training development using Synthesia platform for eLearning training courses.
Intended Audience: Internal training distribution.
Project Responsibilities:
- Developed and built course.
- Collaborated with Subject Matter Expert (SME) and vendors to develop and write content including proofing and revisions.
- Published to intranet/LMS.
Distribution: LMS
Tracking: LMS for completion of course.
Impact/Results: Provides comprehensive training experience that mirrors real life instructors for training purposes. Saves times and cost effective for ongoing edits/revisions using AI narrators voice overs.
CUSTOMER SERVICE MODEL
Project Overview:
Document outlining components of customer service to base training initiatives.
Intended Audience: Field facing employees who work with customers.
Project Responsibilities:
- Research and curated content from variety of sources (books, articles, internet) to learn top themes and trends in customer service.
- Developed design of model.
- Built document.
- Collaborated with Subject Matter Expert (SME) to develop and write content including proofing and revisions.
- Published to intranet.
Distribution: Intranet
Tracking: n/a
Impact/Results: Superior feedback from senior leadership in which all customer service training would be based upon.
NEW HIRE TRAINING SCHEDULE
Project Overview:
Document outlining new hire onboarding training schedule.
Intended Audience: Human Resources, Sales Leadership
Project Responsibilities:
- Collaborated with Subject Matter Expert (SME) to develop and write content including proofing and revisions.
- Collaborated with graphic designers for layout design, proofing and revisions.
- Published to various platforms.
Distribution: Intranet, Newsletter, Human Resources
Tracking: HR submitted monthly sales new hire reports to training team. This report was then matched with those who were enrolled in the training program. Training team reported which divisions were in compliance of meeting hiring starting date standards.
Impact/Results: Set standard sales hiring start date process. Held management accountable to follow hiring schedule to ensure new hires begin training within designated timeframe.
Internal Communications
JOB AID
Project Overview:
Document outlining social media tips to grow awareness and branding.
Intended Audience: DJ's at radio station.
Project Responsibilities:
- Collaborated with WOMR management to develop and write content including proofing and revisions.
- Published to staff in various platforms.
Distribution: Intranet, Internal Newsletter
Tracking: n/a
Impact/Results: Successfully provided DJ's with ways through various social media platforms to help connect with listeners and grow audience and reach of WOMR.
PODCAST CATALOG
Project Overview:
Document outlining podcast topics and details related to the sales process.
Intended Audience: All Sales
Project Responsibilities:
- Collaborated with Subject Matter Expert (SME) to develop and write content including proofing and revisions.
- Collaborated with graphic designers for layout design, proofing and revisions.
- Published to various platforms.
Distribution: Intranet, Newsletter, LMS
Tracking: n/a
Impact/Results: Successfully provided field with topics covered, description of each podcast and duration for each.
SALES CALL DISPLAY POSTER
Project Overview:
Poster to display details of the steps of the sales process.
Intended Audience: All Sales
Project Responsibilities:
- Collaborated with Subject Matter Expert (SME) to develop and write content including proofing and revisions.
- Collaborated with graphic designers for layout design, proofing and revisions.
- Published to various platforms.
Distribution: Intranet, Local Offices
Tracking: n/a
Impact/Results: Provided local offices a visual to post and reinforce components of Sales Call Process in training efforts.
Radio Show Branding
BUSINESS CARD DESIGN
Project Overview:
Business card to promote radio show.
Intended Audience: Radio listeners of WOMR.
Project Responsibilities:
- Collaborated with graphic designer for layout design, proofing and revisions.
- Published to various platforms.
Distribution: New and existing radio listeners of WOMR.
Tracking: n/a
Impact/Results: Used to distribute info and build awareness of show.
BUSINESS CARD DESIGN
Project Overview:
Radio Show Playlist
Intended Audience: Radio listeners of WOMR and social followers.
Project Responsibilities:
- Collaborated with graphic designer for layout design, proofing and revisions.
- Published to various platforms.
Distribution: Facebook and email lists.
Tracking: n/a
Impact/Results: Used to distribute info and build awareness of show.
VIDEO/AUDIO
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INSTRUCTIONAL VIDEO
Project Overview:
Step by step instructions for how to make a peanut butter and jelly sandwich.
Intended Audience: n/a
Project Responsibilities:
- Created, designed and produced video.
Distribution: Used for example of work only.
Tracking: n/a
Impact/Results: n/a
Co-Op Expertise
A former colleague once said to me:
Co-Op Isn't Something Else to Sell,
It's An Opportunity to Sell More!
I never forgot that and as a result, I had tremendous success with Co-Op advertising. As a result, Co-Op became one of my sales specialties over my career. It helps local business maximize their advertising dollars by utilizing their accrued funds from manufacturers they do business with. This has proven extremely beneficial to both the customer and the businesses I've worked with.
Why? The customer wins because they can help fund their advertising campaigns. Businesses win because it creates another revenue stream to apply to advertising and helps grow revenue and market share.
Co-Op Portfolio Examples
Below are a few examples of my expertise supporting sales teams for their local customers to receive funding for manufacturer based print and digital advertising campaigns (Co-Op Advertising).
Automotive
- Successfully maintained constant communication to staff for new and ongoing promotions for local auto dealers.
- Maintained monthly Co-Op newsletter that had dedicated section specifically for automotive account executives.
- Assisted in obtaining Co-Op approval for time sensitive creative approval for campaigns (both print, digital and social).
Retail
- Successfully maintained constant communication to staff for new and ongoing promotions in categories such as HVAC, Lawn & Garden, Hardware and more.
- Strategized with local markets to find and target dealers who could immediately implement campaigns in a wide variety of categories.
Co-Op Training and Support
- Ongoing training via in field, e-Learning, classroom and virtual for new and existing employees.
- Prepared and distributed job aids that included seasonal promotions, hot topics, trends and monthly Co-Op newsletter.
- Populated and automated CRM systems such as Salesforce and Sugar with Co-Op leads with current promotions directly to local account profile.
- Expertise working with vendors who specialize in Co-Op (Salesfuel, LSA) for current promotions, accrual balances, creative and contact information for approval and troubleshooting..
- Prepared time sensitive required monthly documentation for Co-Op advertising claims, invoices, screenshots, and posting to dealer portals (if applicable) for reimbursement.
- Built and maintained Sharepoint internal site dedicated to Co-Op for latest industry news, leads and more.
- This document outlines my Co-Op expertise that summaries and shows examples of lead distribution strategies.
- Co-Op training supporting collateral.
- Success stories from the field and how I helped them find Co-Op funds and successfully execute the campaigns. These documents were distributed during my tenure with Dow Jones Local Media Group/Gatehouse Media and Gannett.
- This sales support job aid was created to inform the sales staff that due to the Covid-19 Health Crisis, certain manufacturers were extending their claim reimbursement deadlines to allow dealers more time to submit their claims.
Certifications
See below for a partial list of certifications for courses I have completed for ongoing development in my career. The first section focuses on courses that focused on course design, followed by customer service courses and software and learning management systems.
Learning and Development
Course Synopsis: This course shows how to structure a career development plan for an employee, how to plan training and development for an organizations and the differences between training and development.
- Issuer: HRCI via Coursera
- Achieved: January 2024
- Skills Covered: Training, learning strategies, conducting needs analysis for training objectives, effectiveness and ROI of training programs.
Learning Articulate Rise
Course Synopsis: This course shows every step in the creation of a Rise project, from adding the initial lessons and content to integrating quizzes, and then shows how to customize course appearance with different themes. Plus, how to open your course to collaboration with others and export it for sharing—in a learning management system (LMS) or on the web.
- Issuer: LinkedIn
- Achieved: March 2021
- Skills Covered: Articulate 360
Creating And Deploying Microlearning
- Course Synopsis: In this course, Chris Mattia explores how to create and deploy microlearning that will provide employees and students with the training they need where they can use it the most—on their mobile devices. Learn how to develop engaging assets, including everything from infographics and podcasts to memes and GIFs, and track the effectiveness of your microlearning campaigns to see what content is getting the most attention.
- Issuer: LinkedIn
- Achieved: March 2021
- Skills Covered: Microlearning
Learning Graphic Design: Techniques
- Course Synopsis: Take a creative refresher course with these 18 simple design techniques that will immediately improve layouts, by John McWade, founder and creative director of Before & After magazine. These tutorials combine instruction on topics like designs without graphics, extreme cropping, big and small type, logo design, and more, with John's distinct visual learning style.
- Issuer: LinkedIn
- Achieved: December 2021
- Skills Covered: Graphic Design
Learning Graphic Design: Things Every Designer Should Know
- Course Synopsis: In this course, author John McWade of Before & After magazine shares foundational graphic design techniques that will make any page, screen, product, or presentation look and perform its best.
- Issuer: LinkedIn
- Achieved: December 2021
- Skills Covered: Graphic Design
Graphic Design Tips & Tricks
Course Synopsis: John McWade, founder of Before & After and former senior staff author at LinkedIn Learning, presents a series that touches on all areas of design, helping designers new and old sharpen their skills and create more powerful work.
- Issuer: LinkedIn
- Achieved: December 2021
- Skills Covered: Graphic Design
Graphic Design Foundations: Typography
Course Synopsis: This course explains good typographic practices, to develop an "eye" for type & understand how to effectively use it.
- Issuer: LinkedIn
- Achieved: January 2022
- Skills Covered: Typography
Graphic Design Foundations: Layout and Composition
Course Synopsis: This course explains the elements, principles, and tools needed to create a successful composition and layout.
- Issuer: LinkedIn
- Achieved: January 2022
- Skills Covered: Graphic Design
Building Customer Loyalty
- Course Synopsis: In this course, bestselling author Noah Fleming reveals the four stages of the customer loyalty loop: an ongoing cycle of engaging, converting, serving, and rewarding the customers that engage with your business.
- Issuer: LinkedIn
- Achieved: April 2021
- Skills Covered: Customer Loyalty
Building Rapport with Customers
- Course Synopsis: In this course, instructor Myra Golden helps customer service reps accomplish this by stepping through how to establish rapport within the first few seconds of a customer service interaction.
- Issuer: LinkedIn
- Achieved: March 2021
- Skills Covered: Client Rapport, Customer Service
Listening to Customers
Course Synopsis: Listening is one of the most singularly powerful tools anyone involved with customer service has in their arsenal. Yet, it's often the biggest area where customer service professionals lack specific training and understanding. In this course, Noah Fleming helps bolster critical listening skills, and provides a framework for success. Noah covers crucial, surface-level skills like body language and rapport.
- Achieved: March 2021
- Skills Covered: Active Listening, Customer Service
Articulate Storyline 360
- Course Synopsis: In this course, topics covered include how to develop interactive e-learning that works on every device, including mobile, using the award-winning Articulate Storyline 360 software.
- Achieved: March 2020
- Skills Covered: Articulate Storyline 360
SmarterU
- Course Synopsis: In this course, topics covered include understanding SmarterU's LMS platform, utilizing tools to upload content, user interface design and administrative support.
- Achieved: August 2016
- Skills Covered: LMS Admin, Content Creation, Curriculum Building