LXD Samples & Job Aids

Role: Leadership Training Lead, WellBe Senior Medical
Format: Strategic leadership job aid and performance support resource
Tools Used: Microsoft Excel, visual process documentation, instructional writing, scenario-based learning

Audience: Clinical Engagement Services (CES) Managers
Focus Areas: Data-informed decision-making, strategic leadership, operational prioritization, workforce management, critical thinking

This resource originated from a business challenge brought to me by the Director of Clinical Engagement Services. Her team of six managers relied heavily on her to aggregate and analyze large Excel datasets multiple times each week to guide specialist outreach and engagement strategies. Initially, the request seemed straightforward: create basic Excel training so managers could take ownership of this labor-intensive task.

However, after conducting deeper root cause analysis and stakeholder discussions, I discovered the real performance gap was not technical Excel proficiency. The underlying challenge was that managers lacked confidence in using data to make strategic leadership decisions. The issue was not “How do I use Excel?” but rather “How do I use data to prioritize, guide, and lead my team effectively?”

Instead of developing traditional Excel basics training, I reframed the solution entirely. I designed a strategic leadership job aid that taught managers how to think critically about operational data, prioritize work intentionally, distribute workloads equitably, and make defensible, data-informed decisions aligned to organizational goals. To support varying levels of Excel proficiency, I also curated and linked an external Excel 101 resource at the beginning of the guide for optional technical skill development. 

• Conducted root cause analysis to identify the true business need beyond the original training request 
• Shifted the solution from task-based software training to leadership capability development 
• Designed performance support focused on strategic thinking, prioritization, operational judgment, and decision-making 
• Applied adult learning principles by centering the resource around real-world managerial challenges and use cases 
• Structured content around recurring leadership scenarios managers faced daily, rather than abstract technical instruction 
• Incorporated practical Excel workflows only where they directly supported leadership outcomes and operational execution 
• Embedded reflective prompts and leadership judgment questions throughout the resource to strengthen critical thinking skills 
• Developed scenario-based exercises encouraging managers to evaluate tradeoffs, defend decisions, and adapt strategies under ambiguity 
• Designed the resource to support both immediate operational application and long-term leadership development 
• Balanced operational efficiency with employee engagement, fairness, and workload management considerations 
• Created a scalable, self-guided resource managers could reference repeatedly during live operational decision-making 

• Prioritizing high-need members without overwhelming teams 
• Creating manageable, targeted work lists from large datasets 
• Using geography and shared locations to improve outreach efficiency 
• Developing disposition-driven follow-up strategies 
• Distributing work equitably across teams 
• Aligning assignments to team member strengths and capabilities 
• Practicing leadership decision-making under ambiguity and imperfect information 

• Reduced dependency on senior leadership for recurring operational data analysis 
• Helped managers move from reactive task management to intentional, strategy-driven leadership 
• Improved manager confidence in interpreting and acting on operational data 
• Encouraged more consistent, equitable, and explainable decision-making across teams 
• Reinforced leadership capabilities such as strategic thinking, communication clarity, accountability, and operational judgment 
• Created a sustainable performance support resource that blended technical guidance with leadership development 

This project reflects my approach to instructional design and performance consulting: identifying the true performance problem, aligning learning solutions to business outcomes, and designing resources that build capability, confidence, and critical thinking rather than simply teaching software mechanics.

Role: Sr. Learning Experience Designer, Sunrun
Formats: Weekly learning campaign, multimedia knowledge-sharing initiative, microlearning ecosystem, tutorial video series
Tools Used: Google Sites, Adobe Premiere Pro, Mail Chimp, Knowledge base platforms, Camtasia, multimedia editing tools, email communication systems, LMS and intranet resources
Audience: Enterprise-wide employee population supporting 18,000+ associates
Focus Areas: Technology adoption, digital fluency, software enablement, self-service support, and workplace productivity

This enterprise-wide initiative was designed to improve employee confidence, technology adoption, and operational efficiency across Sunrun’s rapidly growing and highly distributed workforce. Technology Tips & Tricks was developed as a recurring weekly email drip campaign that delivered concise, engaging technology tutorials and just-in-time support resources directly to employees.

As the creator and instructional designer for the initiative, I curated and developed multimedia learning content that helped employees better utilize the company’s software platforms, collaboration tools, hardware devices, productivity applications, and workplace technologies. The campaign blended tutorial videos, knowledge base articles, troubleshooting resources, workflow tips, and short-form microlearning content into a scalable and highly accessible employee enablement program.

• Designed a scalable enterprise learning campaign supporting 18,000+ employees across remote, hybrid, and in-office environments 
• Applied microlearning principles to deliver concise, actionable technology guidance in digestible formats 
• Developed learner-centered tutorial content focused on immediate workplace application and productivity improvement 
• Curated knowledge base resources and paired them with contextual instructional support to improve accessibility and adoption 
• Incorporated short-form video tutorials, quick-reference guides, and workflow demonstrations to support varying learning preferences 
• Designed recurring communication structures that reinforced continuous learning habits and ongoing digital fluency 
• Focused on reducing technical friction and improving employee self-sufficiency through proactive enablement 
• Structured content to support both beginner and intermediate users with varying levels of technical confidence 
• Balanced operational relevance with learner engagement through approachable language, visual design, and practical use cases 
• Collaborated with technical teams and operational stakeholders to identify common support trends, technology pain points, and emerging training needs 

The campaign included ongoing support content for:

• Hybrid meeting technology and conference room tools 
• Google Workspace applications and collaboration workflows 
• Windows 10 productivity tools and shortcuts 
• Chromebook usage and troubleshooting 
• Email etiquette and communication best practices 
• Remote work technology support 
• Knowledge base navigation and self-service troubleshooting 
• Enterprise software tools and operational workflows 

• Expanded employee access to scalable, self-service technology learning resources 
• Reduced recurring support requests through proactive end-user education 
• Improved adoption and utilization of workplace technologies and collaboration tools 
• Increased employee confidence in navigating remote and hybrid work environments 
• Reinforced a culture of continuous learning and digital fluency across the organization 
• Created reusable multimedia learning assets supporting onboarding, operational support, and workplace productivity initiatives 

This project reflects my approach to enterprise enablement and continuous learning design: creating scalable, engaging learning ecosystems that blend communication strategy, performance support, multimedia learning, and operational relevance to improve both employee experience and organizational efficiency.

Role: Sr. Learning Experience Designer, Sunrun
Tools Used: LMS administration tools, instructional documentation systems, multimedia assets, knowledge base integration
Audience: Tier 1 IT Service Desk agents
Deliverable Type: Instructor-led training companion guide and operational learning resource

This learner guide was designed as the primary companion resource for Sunrun’s Tier 1 IT Service Desk onboarding and operational training program. The guide supported a structured, multi-course learning path that combined technical systems training, customer experience expectations, troubleshooting workflows, security protocols, and operational procedures into a centralized, scalable reference resource. 

As the instructional designer and content architect, I developed the guide to support both formal onboarding and ongoing performance support for frontline IT Service Desk agents. The resource consolidated technical procedures, knowledge base articles, escalation paths, system overviews, assessments, multimedia references, and operational documentation into a cohesive learning ecosystem aligned to real-world service desk workflows. 

• Designed a structured, role-based learning path aligned to Tier 1 Service Desk onboarding and operational readiness 
• Organized content into progressive courses and modules covering customer experience, incident management, identity and access management, infrastructure systems, applications, security, and operational policies 
• Applied adult learning principles and performance-based instructional strategies to support practical application and retention 
• Integrated multiple learning modalities, including procedural documentation, assessments, videos, infographics, knowledge base references, troubleshooting workflows, and guided practice activities 
• Developed scalable documentation standards and reusable templates to support consistency across hundreds of learning assets 
• Simplified complex IT concepts, systems, and operational processes into accessible, action-oriented learning content for new technical support agents 
• Embedded operational context directly into learning materials through escalation guidance, SME references, support channels, and troubleshooting procedures 
• Created assessments and knowledge checks aligned to real service desk tasks, technical troubleshooting, customer interactions, and compliance expectations 
• Designed the guide to function as both onboarding curriculum and long-term performance support documentation 
• Collaborated closely with technical SMEs, service desk leadership, operations teams, and support managers to validate workflow accuracy and ensure alignment with business operations 

• Supported faster onboarding and improved operational readiness for new Tier 1 IT Service Desk agents 
• Standardized technical training resources and operational procedures across distributed support teams 
• Improved access to centralized troubleshooting documentation, escalation workflows, and system-specific support guidance 
• Increased consistency in customer support processes, incident management practices, and technical troubleshooting approaches 
• Created a scalable learning infrastructure capable of supporting rapid organizational growth and evolving technical environments 

This project reflects my approach to large-scale operational learning design: building structured, learner-centered ecosystems that combine onboarding, technical enablement, knowledge management, and performance support into a cohesive and scalable learning experience.

Role: Graduate Student, Master of Science in Adult Learning & Development, University of Denver
Project Type: Learning module design and instructional strategy assignment
Audience: Graduate-level adult learners in Learning & Development programs
Focus Areas: Adult learning theory, self-directed learning, metacognition, instructional design sequencing

This graduate-level instructional design project focused on developing a scalable learning module that supports self-directed adult learning, metacognition, and intentional instructional design practices. The assignment challenged learners to design a course module capable of supporting large-scale enrollment while still allowing learners meaningful choice and autonomy in their learning experience. 

The resulting module, Learning Profiles & Instructional Design, was designed for adult learners enrolled in a Learning & Development graduate program and explored how instructional design decisions influence learner motivation, self-direction, prior knowledge integration, and overall learner success. 

• Developed measurable learning objectives aligned to higher-order thinking skills, including analysis, critique, reflection, and communication 
• Applied adult learning theories and andragogical principles to support learner autonomy, self-awareness, and self-directed learning 
• Structured the module using intentional sequencing models and scaffolding strategies to guide learners through increasingly complex concepts and applications 
• Incorporated metacognitive learning strategies to help learners reflect on how they learn and apply instructional design concepts intentionally 
• Designed multiple engagement modalities, including readings, videos, discussions, presentations, peer interaction, reflective analysis, and applied assignments 
• Created authentic learning activities that required learners to analyze real-world learning experiences through the lens of adult learning theory 
• Built discussion-based collaborative learning opportunities that encouraged peer learning, critical thinking, and learner-generated content 
• Integrated flexible, learner-centered assignments that allowed participants to personalize learning through self-selected topics and experiences 
• Designed assessments aligned directly to learning objectives using Bloom’s Taxonomy and concept-related sequencing strategies 
• Balanced scalability with engagement by designing learning activities that could support large enrollment environments while still fostering meaningful learner interaction and reflection 

The module included:

• Structured readings and multimedia resources on adult learning theory and self-directed learning 
• Interactive discussion activities such as elevator pitches and applied newspaper advertisement design challenges 
• Reflective analysis assignments requiring learners to critique their own adult learning experiences 
• Intentional sequencing strategies grounded in instructional design research and concept-related sequencing theory 
• Opportunities for learners to connect theory to practice through authentic application and peer collaboration  

This project reflects my instructional design approach of combining:

• Adult learning theory with practical application 
• Research-based instructional strategy with learner engagement 
• Structured learning design with learner autonomy 
• Scalable course architecture with personalized learning opportunities 

The assignment also demonstrates my ability to translate academic theory into practical instructional solutions that support learner motivation, engagement, knowledge transfer, and long-term learning effectiveness across diverse adult learner populations.

Role: Instructional Coach & Technology Coordinator, Prairie Middle School
Audience: Classroom Teachers, Students, School Administrators, Administrative Assistants, and School Support Staff
Formats: Visual job aids, quick-reference guides, troubleshooting documentation, workflow support materials, bilingual technical resources
Tools Used: Microsoft Office Suite, Windows 10, Outlook, Publisher, SharePoint, Blackboard Connect, graphic design and screenshot annotation tools
Focus Areas: Technology adoption, operational efficiency, digital workflows, user support, troubleshooting, and systems training

As Prairie Middle School’s Instructional Coach and Technology Coordinator, I served as the bridge between technology systems and the day-to-day operational needs of Colorado's largest middle school community of ~1,800 students. These job aids were developed to support a wide range of stakeholders, including teachers, students, administrators, office staff, and instructional support personnel, many of whom had varying levels of technical confidence and experience.

Rather than creating traditional “technology manuals,” I focused on designing concise, visually guided performance support resources that could help users solve real problems quickly and independently. These resources were intended to reduce help desk dependency, improve technology adoption, streamline operational workflows, and minimize disruptions to instruction and school operations. The collection includes onboarding guides, troubleshooting documentation, communication workflow support, printer configuration instructions, student device maintenance procedures, grading support documentation, and administrative technology workflows. 

• Designed highly visual, step-by-step job aids using screenshots, callouts, color coding, and simplified language to support users with varying technical skill levels 
• Applied principles of cognitive load reduction by chunking complex technical processes into manageable, sequential tasks 
• Developed resources for multiple stakeholder groups with different goals, responsibilities, and technical needs 
• Prioritized clarity, accessibility, and rapid usability in high-pressure school environments where users needed immediate support 
• Created bilingual support documentation to improve accessibility for Spanish-speaking students and families  
• Built troubleshooting resources that empowered users to resolve common issues independently before escalating support requests 
• Focused on operational efficiency and workflow consistency across classrooms, offices, and instructional spaces 
• Incorporated authentic school-based use cases and realistic workflows into every resource 
• Standardized visual formatting and instructional structure to create consistency across all documentation 
• Designed resources to function as both training materials and just-in-time performance support tools 

• Student login procedures and device onboarding workflows  
• Device maintenance and update procedures for student laptops  
• Printer installation and network printer configuration guides  
• Student password resets and Active Directory account support workflows  
• Audio troubleshooting documentation for classroom devices  
• Mail merge workflows for school communication and administrative processes  
• Faxing procedures using email and digital workflows  
• Remote learning grading and PowerTeacher Pro support during COVID-era instructional changes  
• Email signature setup and professional communication standards  
• Blackboard Connect workflows for schoolwide family communication and SMS messaging  

• Reduced recurring technology support requests by enabling users to self-service common issues 
• Improved consistency in technology workflows and schoolwide operational processes 
• Supported district-wide transitions to digital systems and remote learning workflows 
• Increased teacher and staff confidence in using instructional and operational technology tools 
• Helped minimize instructional downtime caused by technical issues 
• Streamlined communication processes between the school, families, and district systems 
• Created scalable resources that could be reused across departments and future school years 

This collection reflects my early foundation in instructional design and performance support, where I learned how to translate complex technical systems into clear, user-friendly guidance that improves both performance and operational efficiency. It also demonstrates my ability to design for diverse audiences, rapidly diagnose performance gaps, and create practical solutions that align technology, communication, and user experience.