2. My Services
Instructional design & development
Analyze needs to understand how performance
drives results
Learning transfer advocate
Develop meaningful, context-driven solutions for
real-work environments
SME translator
Translate subject matter expertise into
accessible, useable treatments
Project planner
Navigate from a mutual definition of
expectations, goals, timelines, and deliverables
2
3. “Quality is never an accident;
it is always the result of high
intention, sincere effort,
intelligent direction, and skillful
execution. It represents the wise
choice of many alternatives.”
-William Foster
3
5. Project: Fidelity Investments Challenges: Highly-technical
content lacked conditions for
Full Trader Program Redesign
learning transfer. Frequently
required SME-dependent delivery.
Results:
Partnered with SMEs to translate
their procedural knowledge into
Increased the number of
clear, substantive instruction,
real-work practice activities to
resulting in reduced facilitator
extend learning transfer to the job.
prep time and expanded faculty
Participants immediately applied
availability.
new skills, tools, and resources
resulting in fewer trading errors.
The Full Trader program was
recognized for outstanding design
and development achievement.
Participant [and facilitator]
comments included, “This is the best
class I’ve ever taken (or taught).”
6. Project: Fidelity Investments Challenge: Redesign 84 modules
across 5 service programs to teach
Achieve Customer Success
representatives how to educate and
empower customers to aptly use
Results: Fidelity.com features and benefits.
Increased representatives’ ability to quickly navigate and troubleshoot
Fidelity.com features and services. Customer confidence and
satisfaction grew as a result of the representative’s ability to lead
customers to the Web by showcasing the benefits, security, and ease
of doing business online.
Implemented team workflow processes to ensure development continuity
and style consistencies across multiple concurrent development efforts.
7. Challenge: Widely-diverse
Project: British Petroleum management audience lacked a
Effective Delegation (Rapid Design/Development project) consistent process to delegate
work to team members.
Results (Award-winning project):
Designed a 4-step delegation process that included custom templates, tools, and role-
play scenarios tailored to the unique needs and challenges of a geographically-diverse
management staff. Leaders were able to handle complex delegation situations with
greater confidence and success. Team members increased results by understanding
how their work efforts contributed to department and organizational goals.
8. Client Feedback
“Sandy is one of the best instructional designers I have
worked with in my career. She embraces any new
challenge and her work ethic is a model for others to
“Sandy, every time you touch a project you deliver a follow. Her instructional design experience, her ability to
brand of service that differentiates us from our ask the right questions, ability to design and manage
competitors. You raise the client’s confidence so multiple pieces of work as well as her ability to adjust
much that they stay out of the detail allowing us to working styles to meet the needs of the business greatly
manage within scope. Had we not been so client- impressed me. Her work is extremely thorough, and
focused, we might still be designing one or two of the project sponsors frequently commented on how well
workshops, and we likely would not have signed the materials were developed and organized.”
-- Lisa M, Learning Solutions Director, Fidelity Investments
size of implementation that we did. Always appreciate
working with you.”
-- Charlie M, Project Leader, The Forum Corporation
8
10. ADDIE Plus
Analyze + Evaluate *
* Reverse Kirkpatrick in Analysis:
What business outcome does the
training need to achieve? (L4: Results)
What on-the-job performance is
required to achieve the goal?
(L3: Learning Transfer)
Design Develop Implement
What skills, concepts, and resources
are needed for high performance?
(L2: Knowledge)
How will the training motivate and
foster learning transfer?
Performance Real-work Learning (L1: Relevance)
Objectives Application Transfer
How will management endorse and
sustain learning transfer? (L5: ROI)
Management Support
• Active endorsement
• Sustain learning
transfer
• Track ROI impact
• Document results
10
11. For more information
Linkedin: Profile & Recommendations
www.linkedin.com/in/sandraalessi
Resume upon request
Contact: sandy.alessi@gmail.com
12. Inspirational Credits
The addition of Management Support to the ADDIE design process
comes from The Six Disciplines of Breakthrough Learning by Calhoun
W. Wick, Roy V. H. Pollock, Andrew Mck. Jefferson, Richard D.
Flanagan, Kevin D. Wilde.
Inspiration for integrating evaluation into analysis was inspired by
A.D.D.I.E. Meets the Kirkpatrick Four: A 3-Act Play, by Tita Theodora
Beal, elearning Guild’s Learning Solutions, 3/27/07.
13. STOP!
All nine (9) photo images used in this presentation were purchased from
istockphoto.com, and are the sole property of artists who created them.
The images are fully protected under the U.S. copyright laws and may not
be duplicated, used, nor copied in any manner. Refer to istockphoto for all
artist and purchase information.
Thank you
