Samples from Port of Seattle Service Agreement TrainingI partnered with Port of Seattle Human Resources to developa strategic training plan. The goal was to address issues thathad surfaced during an audit. I designed and facilitatedworkshops in collaboration with subject matter experts tofamiliarize employees with new processes and procedures.This project illustrates my skill in instructional design andcurriculum development within a corporate environment, mystrong grasp of adult learning principles and ability to applythem effectively, and my expertise in designing anddeveloping facilitator and participant guides.
Course Description The audit served as a needs assessment. I worked with Human Resources and subject matter experts to complete the remaining front end analysis elements. Four courses were identified. I created one-page course descriptions and updated them throughout the course development process. All employees who performed the service agreement function and their managers were required to attend the training, however the Port chose not include any examinations in the curriculum.
Learning Objective/Instructional Media Matrix To ensure that all learning objectives were effectively covered, I created a matrix to map them against the instructional methods and media. This allowed us to identify gaps and modify scenarios or media accordingly.
Work Scenario for In-class Discussion Before development on this course began, subject matter experts (SMEs) had offered some training consisting of lectures supported by large decks of PowerPoint slides. I changed the format to a workshop with small-group discussion centered around scenarios drawn from real-life situations. The SMEs became coaches: encouraging and challenging the participants, answering their questions and engaging them in informal Q&A. This role suited the SMEs perfectly! They actually enjoyed the experience and the participants benefitted from the workplace simulations and interaction with the SMEs.
Facilitator Guide Page 1I served as the facilitator for the first round of workshops, and created adetailed facilitator guide so that HR could facilitate later rounds
Facilitator Guide Page 2
Facilitator Guide Page 3
Participant Guide Cover For each course, I created a four- page brochure that highlighted the key information.
Participant Guide Inside
Participant Guide Back All of the policies and procedures would be available online. So, the goal was not to duplicate them in the brochure, but rather provide a takeaway for the participants that would serve as a high-level quick reference guide.
E-Learning PrototypeI completed the project statement of work on time and under budget, andwe used the remaining hours to demonstrate how the material developedfor ILT could be repurposed for e-learning. I designed and built the fullyfunctioning prototype in PowerPoint.
Sample from The Boeing Company Participant Handout I designed a series of handouts to accompany presentations at a technical seminar for managers. These four-page handouts, printed on 11x17 and folded, replaced the the usual stack of PowerPoint printouts. Back FrontThe content addressed the key learning points,provided a timeline for context, challenged thelearner with a real-world case study, and includedquestions and references to encourage furtherstudy. An influential engineer was highlighted on Insidethe front page to offer a personal connection tothe technical material. “Your people, communication, leadership qualities, and depth of instructional design knowledge haveThis project demonstrates my expertise in contributed significantly to strengthening thecreating high-impact participant guides. technical excellence of Structures Engineering.”
Samples from The Museum of Flight Docent TrainingI designed and facilitated a docent training program toprepare for the opening of a new museum exhibit. Web-based learning (including a blog and video clips) supportedthe accelerated four-month schedule by allowing docentsaccess to reference material while off-site. I also created atrain-the-trainer program and a docent assessment process.This project illustrates my skill in project planning andmanagement, implementing a blended learning approach,and ability to be very hands on while keeping the big picturein mind.
Training Plan An aggressive training plan was necessary to support the exhibit opening date. The docent training plan focused on leading-edge, instructional strategies to promote the rapid acquisition of deep knowledge, including small group discussion, graphic facilitation, docent presentations, and storytelling. “You took what appeared to be a vaguely defined assignment and turned it into a meaningful product. Not only were you successful in achieving an immediate result but set up the structure for continued training of future docents. Your clear thinking and no-nonsense approach maintained the class on schedule and focused throughout.” Participant testimonial
Samples from Experience Music Project Employee Appraisal TrainingI designed and facilitated a workshop for supervisors tohelp them become more effective in coaching theiremployees. The workshop consisted of scenarios drawnfrom real life that were representative of the diversityof the workforce.This project illustrates my skill in designing scenario-based learning activities.
Performance Appraisal Scenarios I drew on my own experiences as a supervisor and HR director to create scenarios that illustrated the complexities involved in providing employees with feedback in a way that motivates and empowers. Participants discussed the scenarios in small groups, and were able to gain support and feedback from their peer managers. The questions were designed to focus the discussion around the learning objectives. As the facilitator, I debriefed the entire group of participants and re-emphasized the key learnings.
Samples from Insurance Company Business Literacy SeminarI designed and co-facilitated a seminar to helpemployees and managers develop basic business literacyskills, specifically around insurance and banking.This project illustrates my skill in designing action-basedlearning activities (including scenario analysis, groupdiscussion, brainstorming, and gaming), as well as myability to create comprehensive graphical supportmaterials for a moderator.
Business Literacy Facilitator Guide The big-picture road map, and …detailed instructions for each section.
Samples from Exploring Brain Science, Marketing, and Technology for Education WorkshopI designed and facilitated a three-day workshop aimed atuniversity engineering faculty and sponsored by theBoeing Leadership Center. The workshop featuredlectures by Dr. John Medina (brainrules.net). I createdaction-based learning activities and threaded a simulationexercise throughout the workshop to reinforce Dr.Medina’s lectures and provide attendees with anopportunity to apply what they had learned.This project illustrates my skill in creating high-impact,“brain friendly” learning experiences, and my ability todesign relevant simulations that address coursecompetencies, objectives, and goals.
Workshop Simulation Assignment The participants were divided into five teams. Each team was given an assignment to create a design strategy for a learning experience and to present their design to the rest of the class. The strategy had to incorporate the principles presented in the workshop. (The assignments were whimsical so that the participants would focus on the strategy rather than content.) “(Enjoyed the workshop) Very much – interesting, useful material. Inspires me to continue gathering and applying knowledge in brain research. It all came together so well at the end. We applied our knowledge and had a blast !” Participant testimonial
Graphic RecordingGraphic recording is the capturing of a group’s ideas using words, images andcolor, in a way that shows relationships and flow and results in a big-picture view.The graphic and be drawn by hand on large paper or generated electronically. “Thank you Patricia! This is great. What a skill to be able to quickly condense a lot of ideas into a coherent picture! We will certainly contact you if we have further brainstorming sessions.” Meeting Organizer, Port Jobs
Graphic Recording “Patricia’s great at…visual enhancement of grand ideas and metaphors, providing a separate level of meaning to the messages presented. Thank YOU!” Cynthia Barrancotto, Special Libraries Association Meeting Participant