I’ve designed instructor-led and e-learning courses in PowerPoint, Camtasia, Lectora, Captivate, Articulate 360 and Rise 360.
Below are some samples ranging from people to marketing skills.
Reporting With Storytelling
This is an example of an end-to-end course I designed and facilitated as a multi-part workshop in collaboration with leadership in one of our markets. Participants included sales representatives, managers, and ad operations team members.
The training presentation was used for all sessions in the multi-part workshop. It includes presentation slides and activities for small and large group.
Job aid: Reporting prep worksheet (Excel)
A reporting prep worksheet provided to all participants helped them structure their thoughts when analyzing client dashboards and deciding how to present the data.
Instructor copy – Job Aid: Reporting prep worksheet (Excel)
My instructor copy had completed analysis of the client reports that made up the group exercises, which helped me ask the right questions when participants shared their interpretation.
Reporting training chat feedback – what they learned
I asked participants to post to chat what they learned from the workshop.
Certification / assessment template
I prepared sales and operations managers as “certification coaches” which enabled us to quickly certify all participants. I provided all participants including coaches with this document to help them prepare. Each 3-person team of sales and ops participants were given a client from another market, from whose reporting dashboard they would present in a role-play style certification. Sellers led the presentation, supported in specific ways by ops team members.
After participants passed the assessment, they each got these certificates:
