About Me

Learn What Makes Me Special.

As an APTD credential holder, I bring a holistic perspective to talent development, ensuring that learning strategies align seamlessly with organizational goals.

This certification reflects my ongoing commitment to staying ahead of trends in adult learning and applying proven methodologies where they add the most value. With this credential, I not only deepen my expertise but also serve as a resource for fellow professionals in the L&D field.

My goal is to provide thoughtful, professional, and industry-standard solutions that instill confidence in my clients and collaborators.

From financial planning to instructional designer, I love helping people learn.

When I decided to become a financial planner over 20 years ago, I had little idea where it would take me. I learned that I loved financial modeling and strategic planning, but I also learned that I love creating training materials even more.

This led me to leaving the corporate office and pursuing a new career in eLearning and instructional design.

Using everything I have learned over the years, I am now looking to continue working as an instructional designer, so that I can help organizations create best-in-class learning experiences.

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My Learning Development Process

I follow the Successive Approximation Model (SAM), the iterative prototyping model developed by Michael Allen. There are three phases.

Evaluation or Preparation

Identify requirements and resources: We start with a meeting to identify who is the audience and what performance problem we are trying to solve and what does success look like. At the end of the meeting, we will know the project goals, stakeholders, deadlines, budget, existing content.
Follow-up with agreement on timeline, budget, and scope.

Interactive Design

In this phase we meet with the design team and key stakeholders to brainstorm and prototype solutions in a tool like Storyline. We create the first best guess (brainstorm) solution. We then ask what’s wrong with it and why we shouldn’t do this. If there are good reasons not to develop this prototype, then we will move on to design a new prototype. Otherwise, we will move to development.

Iterative Development

In this phase we create a rough first draft to imagine what the final product might look like. We then ask what’s wrong with it and why we shouldn’t do this. If there are good reasons, then we will move on to developing a new prototype.
After developing 3 prototypes, we will decide what we are going to develop further (mix components if needed).
This final product is tested on the final systems (LMS), evaluated, improved (if needed), and implemented.