Learning Leadership Portfolio
Learning Leader · Greater Boston · She/Her
Strategy to execution
I bring both — vision and the work that makes it real
15+
Years developing people & organizations
Built from zero
Onboarding · Governance · Coaching · Leadership
Every program in this portfolio started with a real problem.
The Ebbinghaus Forgetting Curve
Without reinforcement, memory decays exponentially.
Spaced repetition flattens the curve.
Source: Ebbinghaus (1885) · Replicated: Murre & Dros, PLOS ONE 2015 · Spaced repetition outperforms massed practice by 10–30%: Cepeda et al., 2006 (meta-analysis, 317 studies)
My Approach
01
Diagnose before designing
Interviews, surveys, and focus groups before any content gets built. The solution has to fit the actual problem.
02
Co-create with the business
SMEs, leaders, and frontline staff shape every program. Adoption is higher when people see themselves in the design.
03
Build for the human, not the system
Change is hard. I design supports that meet resistance honestly and help people feel capable, not just compliant.
04
Measure what actually matters
Completion rates are a starting point. I track adoption, behavior change, and business impact — and I'm honest about what the data shows.
Selected Work
Each case below represents a real organizational challenge, the strategy I brought to it, and the actual work product that came out of it.
The Problem
What it meant to be a good manager depended entirely on who your skip-level was. Some employees had clarity, support, and regular feedback. Others had none. There was no shared standard and no common vocabulary to develop against.
I asked leaders and employees the same question from different angles: where does management actually break down here? Three gaps kept surfacing — clarity of expectations, follow-through on feedback, and guiding people through change.
From there I synthesized the data into a three-tier competency model. Each tier builds on the one below: manage yourself before your team, manage your team before the business. That model became the foundation for "Leading at [Organization]" — a 28-slide program built around one phrase: Clear. Owned. Followed Through.
Design Rationale
The three domains — Manage Self, Manage Team, Manage Business — weren't chosen from a framework. They emerged from the data. We surveyed managers and leaders and ran focus groups specifically around skill gaps, skill characteristics, and professional reputation. Three larger themes kept surfacing across every conversation. From those themes we derived nine competencies, each one grounded in what people said they actually needed — not what a model said they should have.
| Slide | Focus | Key Concept |
|---|---|---|
| 1–2 | Why We're Here | Management is an execution problem, not a people problem |
| 3–5 | Where Managing Gets Hard | Letting go, being direct, addressing issues early |
| 6–7 | The System | Balanced scorecard → goals → 1:1s → performance cadence |
| 8–10 | What Good Looks Like | Trust checks, what strong managers are known for |
| 11–15 | Denise Scenario | Case study: practicing the leadership pause |
| 16–18 | Response Choices | Reactive vs. grounded vs. clear, owned, followed through |
| 19–24 | Takeaways + Application | Team experience audit, what employees actually need |
| 25–28 | Commitment + Close | One small habit, scenario diagnosis, manager decision flow |
Actual Work Samples
What This Accomplished
The Problem
Coaching quality varied by person and channel. There was no shared method, no definition of what good looked like, and no way to guarantee a consistent member experience.
I designed the program from the ground up — curriculum, philosophy, quality standards, and the non-negotiables every coach would be held to. It runs 7+ weeks, built around a coaching model (Explore → Plan → Journey) and a real case study character coaches practice with throughout.
Every session ends with a live practice lab. The program doesn't teach coaching — it builds coaches.
| Phase | Week | Focus | Delivery |
|---|---|---|---|
| Phase 1 | Week 1 | Coaching Foundations & Identity | Async + Live Lab |
| Phase 1 | Week 2 | EFI Coaching Model · Core Conversation Skills | Async + EFI Practice Lab |
| Phase 1 | Week 3 | Managing Resistance & Objections | Async + Coaching Conversation Lab |
| Phase 2 | Week 4 | Cash Flow · Savings Pillar Deep Dives | Async + Pillar Labs |
| Phase 2 | Week 5 | Debt · Credit Pillars | Async + Coaching Labs |
| Phase 3 | Week 6 | Protection · Retirement Pillars | Async + Coaching Labs |
| Phase 4 | Week 7–8 | Integration, Quality & Readiness Review | Live Personal Session + Case Study |
Actual Work Samples
What This Accomplished
The Problem
Learning was reactive. Someone asked for a training, something got built, nobody measured whether it changed anything. There was no structure connecting learning investment to business strategy, and no way to surface capability gaps before they became execution problems.
I convened a cross-functional group spanning risk, compliance, frontline leadership, HR, operations, and technology — with executive sponsorship at the highest level.
We built the charter and meeting structure together, so leaders saw themselves in it from the start. The goal was simple: make learning a leadership conversation, not just an L&D deliverable.
Purpose
Success Looks Like
Meeting Cadence
Decision Model
Actual Work Samples
What This Accomplished
The Problem
There was no structured onboarding. New employees' first weeks depended entirely on their manager — some felt set up for success, others felt dropped in. No shared foundation, no cultural orientation, no way to track readiness.
Exit interviews, new hire surveys, and manager conversations surfaced three consistent problems: people didn't understand the mission, didn't know what was expected in the first 90 days, and their manager wasn't sure how to set them up either.
I designed a 90-day journey across three phases — Connection, Contribution, and Confidence — with defined goals, manager checkpoints, and milestone check-ins at 30, 60, and 90 days. It works regardless of who the manager is.
I really felt welcomed on the first day. It was just enough of what I needed to get set up and understand the organization without being bombarded.
— Middle Manager, New Hire
What This Accomplished
The Problem
Not everything can be live. Scaling across a distributed workforce meant building self-paced content that was genuinely engaging — not something people clicked through to get a completion check.
Every module follows the same structure: context → content → practice → confirmation. No filler. Designed to be done in 20–30 minutes by someone with a full inbox and no patience for slides converted to clicks.
The materials after the training were really helpful. I referenced them for a couple of weeks until I got the hang of it.
— Frontline Staff Member, Program Participant
What This Accomplished
The Problem
Resources existed but were scattered — LMS, email, SharePoint folders nobody could find. Employees didn't know what was available. Managers didn't know what to recommend. Learning felt like something that happened to people, not something they could pursue.
I built a central Learning Hub — one destination that organizes every resource by purpose and audience, distinguishing between external platforms and internal tools in a way people can actually navigate.
The architecture was intentional. "Choose Your Path" puts the learner in the driver's seat. It's maintained actively — a living resource, not a one-time launch.
Available Learning Pathways
LinkedIn Learning
Thousands of expert-led courses across leadership, communication, and technology
BAI Compliance
Auto-assigned compliance and role-based training throughout the year
Career Mapping
Skills and experiences to develop — guided with manager support
KnowBe4
Cybersecurity awareness training and phishing recognition
Manager Essentials & Leadership Tools
Standards, resources, and routines that drive performance at every level
Staff Readiness Toolkit
Operational change readiness resources for managers and project leads
Actual Work Samples
What This Accomplished
The Problem
Learning decisions were made on instinct. There was no system to understand whether programs were working, where gaps were emerging, or what people actually needed. L&D responded to what was loudest, not what mattered most.
I built a three-layer feedback ecosystem: ticketing for real-time friction, quarterly surveys for trend data, and focus groups for the why behind the numbers. Each feeds a different kind of decision at a different cadence.
Survey data tracks business strategy alignment, accountability, and engagement quarter-over-quarter. Focus groups run after major launches and before planning cycles. Everything feeds into a reporting cadence shared with senior leadership.
Question Design
I write survey questions that surface what people actually experience — not what they think you want to hear. That means plain language, avoiding leading framing, and knowing the difference between a satisfaction question and a diagnostic one.
Data Cleaning & Interpretation
Raw survey data is noisy. I know how to clean it, spot response bias, identify outliers that skew averages, and separate signal from noise before anything gets reported to leadership.
Trending Over Time
A single data point is a number. Trended data tells a story. I track quarter-over-quarter movement across engagement, accountability, recognition, and strategy alignment — and I know when a shift is meaningful versus noise.
Translating Data Into Decisions
The point of measurement is action. I present findings in plain language, connect them to specific programs or leadership behaviors, and come with a recommendation — not just a report.
Ticketing & Intake
L&D intake forms and ticketing track requests, themes, and recurring friction points in real time. Surfaces operational gaps before they become systemic.
Survey Design & Analysis
From engagement pulses to needs assessments to post-program evaluation — I design surveys that ask the right questions, clean what comes back, and surface what actually matters.
Focus Groups
Structured listening sessions run after major launches and before planning cycles. Uncovers the "why" behind survey scores and surfaces nuance no rating scale can capture.
Actual Work Samples
What This Accomplished
How I Think About Learning
These aren't frameworks I cite to sound credible. They're the ideas that have genuinely shaped how I design, diagnose, and lead learning — and the research behind each one explains most of the decisions I make.
Prosci® Certified Change Practitioner
Certification · Issued September 2025
SHRM Senior Certified Professional
Certification · Expires April 2028
Association for Talent Development
Member · Since June 2024
BA, Psychology · MA, Mental Health Counseling
Clark University
Let's Connect
This portfolio was built with AI — intentionally and transparently. I believe the best learning leaders stay curious about tools that extend what's humanly possible. AI doesn't replace the thinking. It accelerates getting the thinking into the world.
I believe resistance is data, not a problem to suppress.
I believe the best programs are built with people, not at them.
I believe measurement should be honest, even when it's uncomfortable.
And I believe that when people feel capable and supported, they do extraordinary work.