Portfolio
My employers and my clients entrust me with their intellectual property and that is something that I take very seriously. The work contained in this portfolio has either been modified to remove sensitive information and company branding or it has been developed for illustration purposes.
Scroll down to see examples of the projects I have worked on. Click on the buttons below to launch the deliverables.
Portfolio Examples
Strategic Planning
This organization had to make some bold moves to meet its revenue goals. The company rolled out five strategic initiatives to be obtained over three years. This is my three-year strategic plan, designed with the input and collaboration from our senior executive team, to restructure my training team to meet the current and future needs of the business.
Development Model
Developing employees is more than providing learning opportunities. It requires an understanding of the skills needed to be successful in the role, the expected proficiency level and a leadership organization that is dedicated to coaching, feedback, and the employee's growth. In this project, my training department developed a Sales Development Model that became the foundation of all learning.
Sales Meetings
As a Sales Development Director, the annual national sales meetings fell into my responsibilities. As of this writing, I have attended 35 Annual Sales Meetings in which I project managed 32 of them. (Not to mention the countless regional meetings, product launch meetings...etc). Over the years I developed a process to create budgets, set agendas, facilitate general session presentations and production, workshop development, evening events, award nights and logistics. Attached is my Sales Meeting Template which keeps everything you need to know, in one place.
Curriculum Map
This curriculum map is a visual representation of a new hire onboarding program. Curriculum Maps can be useful tools for communicating the outline of a learning program.
Onboarding Playbook
Starting a new company can be challenging. There is so many things that you need to accomplish. During this project, we created a new hire playbook to walk our new hires step-by-step through the process. The playbook contains checklists, learning objectives, links to resources and area's to reflect on key takeaways.
Sales Process Development
In the project, I led a global team of our best Account Managers to develop a customized Account Management Program. I also developed Articulate Rise Modules and managed the legal and regulatory review process in Veeva.
Onboarding Curriculum Development
This project I was challenged to design a new hire curriculum that needed to be delivered virtually to one person at a time. This project required me to blend existing materials, with new materials, and to reimagine ways for the content to be delivered. Click on the view button to learn more and to see example deliverables.
Field Sales Training Programs
I have had the opportunity to launch 6 Field Sales Training programs in my career. Because of my expertise, I was asked to present at a Medical Device Sales Training conference on how to develop a Field Sales Training program. Click on the link below to review the presentation.
New Hire Lesson Plan Example
This project involved the creation of 10-day in-person new hire sales training program. The audience included new Cardiology Sales Representatives located across multiple counties. These courses were delivered in our Americas, EMEA, and APAC center of excellence. The participants would fly-in for this instructor lead program.
e-Learning Storyboard Example
Attached is an example of a simple storyboard created for an eLearning Module on how to make the perfect cup of tea.
Articulate Storyline Example
Attached is an example of an eLearning module I created using Articulate Storyline. I also used MurfAI for voiceover, Audiate for voice editing and Snagit for graphic manipulation.