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Latitude Strategies
Home
Training & Coaching
Exam Prep
Contact
Blog
My Portfolio
More
  • Home
  • Training & Coaching
  • Exam Prep
  • Contact
  • Blog
  • My Portfolio
  • Home
  • Training & Coaching
  • Exam Prep
  • Contact
  • Blog
  • My Portfolio

My Process Showcase

End-to-End Design Flow

  My instructional design begins with a thorough Needs Analysis, identifying business goals, performance gaps, and learner needs through stakeholder interviews, surveys, and data review. This ensures every solution aligns with strategic outcomes and drives real impact across teams—from exam prep candidates to Agile practitioners and IT departments.


Next comes Design, where I create modular, outcome-driven lesson plans and select the best format—live, virtual, self-paced, or blended. I build detailed storyboards and map learning objectives to proven methods such as case studies, simulations, and microlearning, always grounded in adult learning principles and standards.


In the Develop phase, I bring content to life—producing all assets end-to-end, including slides, videos, animated explainers, assessments, workbooks, and facilitator guides. Everything is created to be cohesive, accessible, and engaging.


Then, I Deliver the learning through classroom facilitation, virtual sessions, or LMS distribution. I support learners with interactive tools, mock exams, breakout activities, and ongoing coaching as needed.


Finally, I Evaluate effectiveness using analytics, surveys, knowledge checks, and 1:1 feedback. I refine based on data and insights, ensuring that every training creates measurable value for both the learner and the organization.

Tools & Frameworks Used

I use a structured, yet flexible toolkit grounded in proven instructional design models such as ADDIE and SAM, combined with close alignment to stakeholder feedback. My process incorporates frameworks from the Project Management Institute (PMI) to ensure each training initiative is scoped, scheduled, and quality-assured like a formal project—with clear milestones, stakeholder engagement plans, and success criteria. I also leverage Bloom’s Taxonomy to align learning objectives with cognitive outcomes, ensuring each lesson moves from awareness to application.


 To operationalize this process, I rely on a robust ecosystem of tools: PowerPoint for content design, Clipchamp, Canva, and Articulate for multimedia and eLearning development, and TalentLMS and LearnWorlds LMS for deployment and learner tracking. I use Microsoft Teams and Zoom for live facilitation, along with ClickUp, SharePoint, and standard PMO toolkits like RAIDLog.com, RACI matrices, and rollout plans for project management. These tools and frameworks enable me to deliver scalable, high-impact learning programs—on time, on budget, and aligned with business goals. 

Phase-By-Phase Artifacts

I create targeted artifacts for every phase of the instructional design process to ensure clarity, alignment, and measurable outcomes. Each item reflects intentional design choices that support both learner engagement and business objectives. 


  •  Storyboard - Visual slides from my structured course storyboards, illustrating layout, content flow, and learner interaction.
     
  • Assessment - Sample knowledge checks and quiz questions designed to reinforce key learning objectives and assess retention.
     
  • Learning Activity - Breakout sessions for case study scenarios & Asynchronous activities such as a writing exercises and interactive polls - to increase engagement and retention.
     
  • Multimedia Asset - Clipchamp-produced microlearning video (1–4 mins) showcasing animated visual and voice-over scripting for modular learning experience.
     
  • Quick Reference - Handouts created to support post-training application on the job.
     
  • Case Study Design - Comprehensive case studies tailored to course objectives, integrated throughout lessons for progressive learning.
     
  • Workbook Excerpt - Pages from student workbooks featuring structured note-taking areas, reflection prompts, and embedded activities.

See My Samples

SME Collaboration

Throughout my instructional design and delivery process, I collaborate closely with a wide range of subject matter experts (SMEs) and stakeholders to ensure each course is accurate, relevant, and impactful. I work with PMI-badged instructors, certified project managers, and directors of learning to validate technical accuracy and ensure alignment with PMI exam content outlines and industry best practices. These expert insights help ground the training in real-world application, whether the topic is Agile, PMP®, hybrid methodologies, or practical tool usage.


In parallel, I engage key stakeholders such as students, corporate clients, IT department directors, and C-level executives (e.g., CIOs) to capture business needs, learning goals, and contextual challenges. I conduct informal interviews, gather survey data, and review learner feedback from past sessions and pilot cohorts to inform decisions about pacing, delivery format, and content structure.


Feedback is actively incorporated into course design through iterative refinements. For example, I adjust breakout scenarios based on learner pain points, rework visuals for clarity after SME review, and enhance knowledge checks when analytics reveal retention gaps. This collaborative, data-informed approach ensures that each course is not only instructionally sound but also aligned to real learner needs and business objectives.

Learner-Centered Design

Learner needs are at the heart of every course I design. I apply a modular structure to ensure content is digestible and flexible, accommodating busy professionals, diverse learning preferences, and real-time application. Each lesson is carefully scoped with clear outcomes, hands-on activities, and real-world relevance to keep learners engaged and on track toward their goals.


I incorporate microlearning, case-based scenarios, and interactive tools to promote retention and real-world problem solving. For example, I design short knowledge checks, breakout exercises, and job-based reflections to help learners immediately apply concepts in their own project environments. My materials often include layered resources such as downloadable templates, reflection journals, and follow-up challenges to support transfer of learning beyond the classroom.


Accessibility is a priority in my design process. I create content with clear visual hierarchy, avoid jargon, provide transcripts or captioning for multimedia, and build inclusive interactions that respect neurodiversity and learning differences. Whether it's a live workshop or an on-demand course, I ensure that learners feel supported, empowered, and positioned to succeed.

Evaluation and Improvement

 

To ensure my training solutions deliver both learning and performance outcomes, I use a continuous improvement loop grounded in real-time data and learner feedback. I measure success through a mix of quantitative and qualitative methods, including post-session surveys, knowledge check scores, learner engagement metrics, and direct feedback from 1:1 check-ins. These insights allow me to evaluate comprehension, confidence levels, and real-world application.


Throughout the course lifecycle, I iterate intentionally by refining pacing, clarifying visuals, rewording confusing quiz items, and adding reinforcement activities when needed. For live sessions, I adjust in the moment based on learner energy, participation, and questions. For video-based or asynchronous learning, I monitor platform analytics to spot drop-off points and update content accordingly. This commitment to feedback-informed design ensures that each iteration of my training is more effective, relevant, and learner-centered than the last.

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