Case studies
Selected Work
These projects show how I turn complex needs into clear learning, practical support, and stronger performance.
Selected work
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Brokered Products Training Program
A blended learning and performance-support program designed to help new insurance agents recognize opportunities, navigate unfamiliar systems, and complete essential workflows with greater confidence.
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Insurance in Plain English
A two-module interactive series that turns technical insurance concepts into clear, customer-ready explanations through scenarios, guided practice, and immediate feedback.
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From Performance to Participation
A multi-year culture change in an organization serving approximately 650 people — needs analysis, stakeholder alignment, phased rollout, leader coaching, and volunteer enablement that broadened participation and shared ownership.