Training Process

A collaborative, learner-centered approach

I use ADDIE and SAM methodologies to transform business goals into engaging learning experiences. My process begins with understanding a client's vision, pain points, resources, and goals. Each project moves through five phases designed to ensure alignment, quality, and measurable results.

Discover

Review contract for desired materials output.
Plan for kickoff client meeting to level set (e.g., identify timeline, resources, etc.).
Identify client expectations and pain points.
Access source material such as user stories, use cases, customer experience journeys, operations manual(s), system design/architecture plans, elaborated requirements.

Analyze

Perform needs analysis for gaps and opportunities.
Access operational tools, systems, visual/style guides, reference materials, for discovery and information gathering.

Design

Support Training Plans development.
Establish training materials governance and develop foundational templates.
Apply Kirkpatrick/Bloom's Taxonomy model to design content outline including audience, objectives, and primary skills-building activities.

Develop

Apply project standards to develop training materials (video, WBT, user guide, and JA) in authoring tools.
Continuously validate material for accurate documentation.
Revise, edit, and monitor materials through quality review.
Apply internal and client feedback to materials and finalize for implementation/production.

Evaluate

Survey training results after implementation.
Assess project goals to outcomes.
Manage Analysis Dashboard & Reports.

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