Instructor-Led Training
Merchant Onboarding
I work cross-functionally with the Customer Success Team to facilitate the transfer of merchants from implementation to go-live, including their onboarding to their new products. Particularly for enterprise and strategic level customers, my approach means creating visually pleasing, co-branded materials that help new users feel instantly at home with their new tools. Here's a sample - note that this has been scrubbed of all speaking notes and sensitive materials.
Technical Enablement and Thought Leadership
As products undergo iterative improvements and new feature releases, customers should be set up for success in using their tools. In this sample webinar that I built, external clients were presented with a fully integrated training on both a feature within Bolt's product, and industry best practices. This communicated the continuous value of maintaining a relationship with Bolt across multiple verticals.
Change Management
Developing stakeholder alignment during major change initiatives requires finesse and strategy. I have a background in change management in addition to traditional instructional design, and have at times had the opportunity to blend the two.
Check out a sample kick-off call to introduce a new iniative, set expectations, and generate buy-in from impacted stakeholders.
Internal Upskilling
I'm a big fan of the lunch & learn, where members of a team or an organization come together with brown bags and some knowledge sharing. Here's one such good time, where I taught a team about all the ways they could improve their email life, with important skills like:
templating emails
scheduling emails
smart filters and prioritization
task batching
and more!
Stakeholder Alignment
Getting stakeholders invested before a project, or during the creation or rebranding of a team is so important. Here's a custom deck I built during a stage of hyper-growth at a SaaS start-up, which I used to introduce the team and it's mission to the entire company.
I had fun making this presentation whimsical and engaging, including video clips and custom built, personalized avatars for the members of the team.
Continuing Education
As an education professional, I am deeply committed to continually advancing my own understanding. I recently completed my Master of Education in Instructional Design; here is a sample deck that was used to foster a professional learning community discussion around inclusion in instructional design philosophy.
Note that speaking notes have been removed.