Performance Consultation / Overall Needs Analysis
Synopsis: To determine whether training or other interventions could address the business challenge, I conducted a structured needs analysis. This involved extracting and examining data, engaging stakeholders, and gathering insights from the target audience. My focus was on three key questions:
• What onboarding support exists for CTMs?
• What must new CTMs know and do to succeed?
• What are common pain points and errors for new CTMs?
• What must new CTMs know and do to succeed?
• What are common pain points and errors for new CTMs?
Roles: Data analyst, interviewer, investigator, surveyor, root cause analyst
Tools: Excel, SurveyMonkey, WebEx, in-person meetings, listening sessions
Year: 2022
LMS data showing the audience's completions for the three previous years
Comparison of data collected across a five-year gap showed lack of improvement
Audience's self-reported usage of existing learning resources
Skills and knowledge prioritization reported by experienced CTMs
Qualitative analysis of written comments in the audience survey. I did this the hard way, prior to GPTs and AI bots.
Learner persona derived from synthesis of data I collected during the front-end needs analysis
Stakeholder Workshops: Defining Business Goals & Learning Objectives
Synopsis: To define business goals, learning objectives, and priority curriculum topics, I led two interactive four-hour workshops with the advisory committee and executive stakeholders, featuring collaborative discussions, idea generation, and consensus-building.
Roles: Workshop facilitator, notetaker and synthesizer, business and learning analyst
Tools: Mural, PowerPoint, WebEx, SharePoint, Microsoft Office, Mural
Year: 2022
Learning Solution Design & Team Alignment
Synopsis: To align the learning solution with business goals, I synthesized insights to identify skill, knowledge, and process gaps. I assessed existing training against learner needs and data, collaborated with executives to define objectives, outcomes, and measurement methods, and then scoped and sequenced curriculum topics. I also outlined processes, identified resources, set timelines, clarified roles, and recommended cross-team collaboration on non-training interventions to enhance impact and integration.
Roles: Learning solution architect, curriculum and program designer, project manager and stakeholder liaison, team leader
Tools: Microsoft Word, PowerPoint, Snagit, Excel
Year: 2022
Course Design, Content Development, Team Leadership, & Project Management
Synopsis: I built the curriculum from scratch with minimal source material, leading cross-functional SME teams through content development and iteration. Using Agile and Design Thinking, I managed 12-week development sprints (12–24 hours/team) to deliver on-demand, virtual, and in-person courses. I promoted the curriculum, gathered feedback, piloted and refined courses, fostered cross-org partnerships, maintained schedules, aligned contributors, reported to the C-suite, and collaborated with a parallel team to integrate leadership content.
Roles: Facilitator and team leader, design lead and co-developer, project manager and strategic coordinator, curriculum promoter and engagement strategist, instructional coach
Tools: SharePoint, Smartsheet, Microsoft Planner, Microsoft Teams, Word, PowerPoint, Excel, One Drive, Articulate Rise, Articulate Storyline, Camtasia, Adobe Illustrator, Mural, Snagit, Photoshop, Slack, Degreed, SumTotal
Year: 2023
Stakeholder testimonials regarding my leadership, project management, and design.
Project management artifacts
Program Delivery and Handoff
Synopsis: Delivering this enterprise-wide project to the Director for Engineering & Science and the CTM Support Office Director at NASA JPL marked a major milestone. Along with the 26-course blended curriculum, I provided a Program Owner Guide, Revision Cycle Guide, Road Show deck, and a detailed document linking each core course to its overview—including objectives, SME contacts, modality, and duration. I transferred ownership of a Degreed curriculum hub I designed, and created a PowerPoint summary to support internal marketing to division leaders.
Roles: Video overview script writer, design partner, post-production editor, process document reviser and reviewer, Degreed page designer and developer, presenter to executive stakeholders
Tools: Camtasia, PowerPoint, Word, Microsoft Teams
Year: 2024
Video overview providing a brief orientation for learners as they began the learning path. Also, it was in the roadshow deck I made for the program owner to socialize and promote the curriculum.
Roadshow Deck
In the actual presentation, this slide contained a video overview of the curriculum.
These are thumbnails of the custom-made courses.
Program Owner Guide
Revision Cycle Guide
Promotion Cross-Team and Enterprise-Wide
Synopsis: To support the CTM Support Office in reaching our shared audience, I created flyers for each technical course in the curriculum. These were added to online resource folders managed by the CTM Support Office, which included guides and reference materials for CTMs. For folders tied to the Essential Knowledge Series, I included the course name, format, length, learning objectives, and a screenshot of its location on the curriculum landing page. I also worked with communications leads to promote the curriculum on the internal NASA-JPL website homepage, in Slack, and via digital posters in high-traffic areas. Lastly, I provided a roadshow deck to the program owner. [That deck is still undergoing the review/approval process that will enable me to share it in this portfolio].
Roles: Strategic partner and collaborator, driver of initial marketing campaign, engagement lead and learner experience advocate
Tools: Degreed, Snagit, Word, Alfresco, Slack
Year: 2024
Flyers placed in locations that the target audience is likely to frequent
