Projects

Every project I take on is designed with the goal to create learning experiences that drive behavior change. Whether it’s launching Salesforce enablement bootcamps, building custom onboarding journeys, or developing tools to measure learning impact, each project represents my commitment to turning strategy into measurable success.

Below are a few examples of how I’ve helped teams adapt, grow, and perform through intentional learning and development.

Salesforce End-User Training Manual

Client/Organization:
Plastic Resin Product Distributor

Goal:
To create a centralized, user-friendly training manual that documented key Salesforce processes that provided step-by-step guidance for new users, and supported consistent adoption across departments. 

My Role:
Lead Instructional Designer

***Click on image to view the associated document

Training Engagement Plan

Client/Organization:
Leading CAD/CAM Software Solution Company

Goal:
To design and implement a structured training engagement plan that ensured user readiness and increased adoption of Salesforce.

My Role:
Salesforce Training Consultant

***Click on image to view the associated document

Train the Trainer (T3) Program

Client/Organization:
Canadian-based Credit Union

Goal:
To develop and deliver T3 program equipping internal trainers and branch leaders with the skills, confidence, and resources to deliver consistent, high-quality training across multiple locations.

My Role:
Lead Instructional Designer

***Click on image to view the associated document

Process Narrative

Client/Organization:
Banking/Lending Financial Institution

Goal:
To create a concise, user-friendly one-pager that documents the end-to-end process for Leads & Referrals, ensuring consistency, compliance, and clarity across internal teams.

My Role:
Salesforce Training Consultant

***Click on image to view the associated document