Work Approach Credentials Connect

Learning Leadership Portfolio

Mary Romprey

I build systems
that make
learning stick.

Learning Leader · Greater Boston · She/Her

"Learning is where performance really takes shape — where mindset, behavior, systems, and business goals meet."

Prosci® Certified SHRM-SCP ATD Member Clark University

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

100%

Of work built from real organizational need

How I Work

I partner first, then design. Every program in this portfolio started with listening — to leaders, to employees, to data — before a single slide was built or a curriculum was drafted. The work here is real, and the problems were real too.

My Approach

Strategy and execution aren't two different jobs. They're the same job done at different altitudes.

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

Problems solved.
Artifacts included.

Each case below represents a real organizational challenge, the strategy I brought to it, and the actual work product that came out of it.

01

Leadership Development

Building a Common Language for Leadership

My Role

Strategy · Research · Design · Facilitation

The Problem

Management expectations varied significantly across departments. What it meant to be a "good manager" across the organization depended on who your skip-level was. Employees experienced wildly inconsistent leadership — some had clarity, support, and feedback; others had none. There was no shared standard, no common vocabulary, and no framework to develop against.

I started by asking leaders and employees the same question from different angles: what does good management actually look like here, and where does it break down? The data pointed to three consistent gaps — clarity of expectations, follow-through on feedback, and the ability to guide people through change.

From there, I benchmarked against external research and synthesized what the organization needed into a three-tier competency model. Each tier builds on the one below it: before you can manage your team, you have to manage yourself. Before you can manage the business, you have to manage your team. The model became the foundation for a 28-slide manager training program — "Leading at [Company]" — built with a central organizing 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.

Artifact: Manager Capability Framework Competency Model
Manage
Self
Lead with integrity and do what's right
Communicate with emotional intelligence and care
Stay curious, flexible, and open to growth
Manage
Team
Create clarity and inspire alignment
Grow people and build strong teams
Guide change and improve how we work
Manage
Business
Think strategically and make sound decisions
Build trusted relationships that move us forward
Use data to drive clarity and results
Artifact: Leading at [Company] — Session Blueprint 28-Slide Program · Managers at All Levels
SlideFocusKey Concept
1–2Why We're HereManagement is an execution problem, not a people problem
3–5Where Managing Gets HardLetting go, being direct, addressing issues early
6–7The SystemBalanced scorecard → goals → 1:1s → performance cadence
8–10What Good Looks LikeTrust checks, what strong managers are known for
11–15Denise ScenarioCase study: practicing the leadership pause
16–18Response ChoicesReactive vs. grounded vs. clear, owned, followed through
19–24Takeaways + ApplicationTeam experience audit, what employees actually need
25–28Commitment + CloseOne small habit, scenario diagnosis, manager decision flow

Actual Work Samples

What This Accomplished

For the first time, every manager across every department is working from the same definition of good leadership — built from their own words, not imposed from outside
The phrase "Clear. Owned. Followed Through." became a shared leadership standard — referenced in 1:1s, performance conversations, and team meetings beyond the training itself
The framework now anchors how the organization hires, develops, and evaluates managers — giving L&D a seat at the table in talent strategy

02

Coaching Program Design

Designing an Enterprise Financial Wellness Coaching Program

My Role

Program Architect · Curriculum Design · Standards Development

The Problem

Coaching quality was inconsistent across delivery channels and staff. There was no shared method, no documentation of what "good" coaching looked like, and no way to ensure members received a consistent, high-quality experience regardless of who they worked with or where.

I designed the Financial Wellness Coaching program from the ground up — establishing not just the curriculum, but the coaching philosophy, quality standards, and the behavioral non-negotiables that every coach would be held to. The program runs 7+ weeks with a structured progression from coaching fundamentals through pillar-specific deep dives.

What made this different from a typical training rollout: I built it around a coaching model (Explore → Plan → Journey), a concrete set of conversation skills, and a real case study character — Marcus — that coaches practice with throughout. Every session ends with a live practice lab. The program doesn't just teach coaching; it builds coaches.

Artifact: Financial Wellness Coaching Training Plan 7-Week Phased Curriculum
PhaseWeekFocusDelivery
Phase 1Week 1Coaching Foundations & IdentityAsync + Live Lab
Phase 1Week 2EFI Coaching Model · Core Conversation SkillsAsync + EFI Practice Lab
Phase 1Week 3Managing Resistance & ObjectionsAsync + Coaching Conversation Lab
Phase 2Week 4Cash Flow · Savings Pillar Deep DivesAsync + Pillar Labs
Phase 2Week 5Debt · Credit PillarsAsync + Coaching Labs
Phase 3Week 6Protection · Retirement PillarsAsync + Coaching Labs
Phase 4Week 7–8Integration, Quality & Readiness ReviewLive Personal Session + Case Study

Actual Work Samples

What This Accomplished

Established the first consistent coaching standard across all delivery channels — members now receive the same quality of conversation regardless of who coaches them or where
Coaching non-negotiables are tied directly to FINRA/CFP compliance — removing ambiguity about what "good" looks like and creating a defensible quality floor
The program builds coaches, not just knowledgeable staff — by the end of eight weeks, participants can navigate resistance, manage emotional conversations, and document interactions with precision

03

Learning Governance

Standing Up a Learning Governance Committee

My Role

Convener · Facilitator · Structural Designer

The Problem

Learning at most organizations is reactive and episodic — someone asks for a training, something gets built, nobody measures whether it changed anything. There was no cross-functional forum connecting learning investment to business strategy, no shared visibility into capability gaps before they became execution problems, and no structure to ensure leaders were part of the conversation.

I convened and stood up the Learning Governance Committee (LGC) — bringing together a cross-functional group of SVP and VP-level leaders across operations, compliance, banking, IT, and portfolio management, with executive sponsorship from the Chief People & Brand Officer.

The LGC isn't an approval board. It's a strategic forum — meeting monthly for capability foresight and quarterly for deeper investment alignment. Working collaboratively with the group, we developed the charter, defined the decision model, and established the meeting cadence together — ensuring leaders saw themselves in the structure from the start. The goal was to make learning a leadership conversation, not just an L&D deliverable, and that only works when leaders help shape it.

Artifact: Learning Governance Committee Charter Governance Document · Published Feb 2026

Purpose

Cross-functional community of practice & strategic advisory forum
Elevate learning tied to the Business Plan and Balanced Scorecard
Identify emerging capability needs across the enterprise

Success Looks Like

Shared leadership language around development & readiness
Early identification of capability gaps before execution risk
Leaders view learning as an operational lever, not a program

Meeting Cadence

Monthly: Strategic capability dialogue tied to business plan
Quarterly: Deep review of learning investment & alignment
Quarterly reporting to Executive Sponsor

Decision Model

Operates as advisory & alignment forum — not approval board
Recommendations developed collaboratively
Final authority on investments remains with executive leadership

Actual Work Samples

What This Accomplished

Learning is no longer episodic — the LGC meets monthly and quarterly, connecting capability gaps to the business plan before they become execution risks
SVP and VP-level leaders across operations, compliance, banking, IT, and portfolio management now have shared ownership of capability development — L&D isn't deciding this alone
The structure formally positions L&D as a strategic advisory function — the difference between being asked to build a course and being in the room when priorities are set

04

Onboarding Design

Building Onboarding from the Ground Up

My Role

Strategy · Journey Design · Content Development · Systems

The Problem

There was no structured onboarding. New employees' first weeks depended entirely on who their manager was and what department they landed in — some felt welcomed and set up for success, others felt dropped in and left to figure it out. There was no shared foundation, no cultural orientation, and no systematic way to track readiness before someone was expected to perform.

I started by asking the people who had recently lived through it. Exit interviews, manager interviews, and new hire surveys surfaced three consistent problems: people didn't understand the organization's bigger mission, they didn't know what was expected of them in the first 90 days, and their manager wasn't sure how to set them up well either.

I designed a structured 90-day onboarding journey with three phases — Connection, Contribution, and Confidence. Each phase has defined learning goals, touchpoints, and manager checkpoints. The program includes an enterprise-level orientation, role-specific learning paths in the LMS, a new hire welcome kit, a manager guide, and 30/60/90-day milestone check-ins built into the system. It works regardless of who the manager is.

Artifact: 90-Day Onboarding Journey Map Structured Onboarding Program
Phase 1Week 1–2Connect
Enterprise orientation: mission, values, how we serve members
Meet the team; assigned onboarding buddy
LMS account activated; compliance path assigned
Manager 1:1 #1: role clarity, 30-day expectations, communication style
Welcome kit: org chart, key contacts, culture guide, glossary
Phase 1Week 3–4Connect
Role-specific training path begins in LMS
Shadow sessions with key cross-functional partners
30-day check-in: How are you feeling? Where do you need support?
Manager milestone review: readiness checkpoint, early observations
Phase 2Month 2Contribute
Begin independent work in role with coaching support
LinkedIn Learning path: communication, collaboration, organization skills
Attend first team or cross-functional meeting as active participant
60-day formal check-in: performance to expectations, development needs
Phase 3Month 3Confidence
Operating independently in role; feedback loop established
Career mapping conversation: where do you want to grow?
90-day readiness assessment: competency self-rating + manager rating
Transition to ongoing development planning

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

Where there was nothing, there is now a complete 90-day system — every new hire enters with the same foundation regardless of who their manager is or which department they land in
The first measurable onboarding baseline has been established — creating the foundation for tracking time-to-productivity and satisfaction over time
Managers no longer have to figure out onboarding on their own — structured touchpoints and a manager guide mean the experience is consistent, not accidental

05

eLearning Design

Building Self-Paced Learning That Doesn't Feel Like a Checkbox

My Role

Instructional Design · Content Development · Rise Authoring

The Problem

Not everything can be live. Scaling learning across a distributed workforce — branches, remote staff, different schedules — required self-paced content that was genuinely engaging, not just something people clicked through to get a completion check. Most eLearning fails because it's designed for the LMS, not for the learner.

I design Rise courses built around real scenarios and clear learning objectives — not slides converted to clicks. Each module follows a structure: context first (why this matters), content (what you need to know), practice (apply it), and confirmation (what did you actually learn). The courses are designed to be completed in 20–30 minutes with no wasted content.

The video walkthrough below represents a sample of this approach in practice — showing how a module moves from scenario setup through knowledge application and into reflection.

Artifact: Rise Course — Video Walkthrough Articulate Rise · eLearning Module
Articulate Rise · Course Walkthrough

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

Distributed staff across branches and schedules now access the same quality of foundational learning — geography and shift patterns are no longer barriers
Foundational content moved to self-paced modules, freeing live facilitation time for what only live sessions can do: practice, coaching, and application
Completion and assessment data flows back into program design — every iteration is informed by how people actually moved through the content, not just whether they finished it

06

Learning Ecosystem

Designing a Learning Ecosystem People Actually Use

My Role

Ecosystem Design · Platform Curation · UX & Content Architecture

The Problem

Learning resources existed but were scattered — some in the LMS, some in email, some in SharePoint folders nobody could find. Employees didn't know what was available to them. Managers didn't know what to recommend. The result was that learning felt like something that happened to people, not something they could pursue on their own.

I designed and built the enterprise Learning Hub on SharePoint — a central destination that organizes every learning resource by purpose and audience. The hub distinguishes between external platforms (LinkedIn Learning, BAI Compliance, KnowBe4) and internal resources (career mapping, leadership tools, financial wellness philosophy, staff readiness toolkit), and presents them in a way that employees can actually navigate.

The architecture was intentional: "Choose Your Path" puts the learner in the driver's seat. News from L&D surfaces at the top. The page is maintained actively — it's a living resource, not a one-time launch.

Artifact: Enterprise Learning Hub — SharePoint Portal Internal Learning Portal · Live as of April 2026

Available Learning Pathways

External

LinkedIn Learning

Thousands of expert-led courses across leadership, communication, and technology

External

BAI Compliance

Auto-assigned compliance and role-based training throughout the year

Internal

Career Mapping

Skills and experiences to develop — guided with manager support

External

KnowBe4

Cybersecurity awareness training and phishing recognition

Internal

Manager Essentials & Leadership Tools

Standards, resources, and routines that drive performance at every level

Internal

Staff Readiness Toolkit

Operational change readiness resources for managers and project leads

Actual Work Samples

What This Accomplished

Employees can find what they need without asking HR — the hub puts learning agency in the hands of the individual, not the department
Internal and external resources are unified in one navigable destination for the first time — no more hunting across platforms, email threads, or SharePoint folders
The hub is maintained as a living resource — it reflects what L&D is actively prioritizing, not what was launched a year ago and forgotten

07

Data & Measurement

Building a Feedback Ecosystem That Informs Strategy

My Role

Survey Design · Focus Groups · Ticketing · Dashboard Development

The Problem

Learning decisions were being made on instinct and anecdote. There was no systematic way to understand whether programs were working, where gaps were emerging, or what employees actually needed next. Without a real feedback infrastructure, L&D was always reactive — responding to what was loudest, not what mattered most.

I built a layered feedback ecosystem that operates at three levels: real-time (ticketing and intake forms), periodic (quarterly engagement surveys), and deep-dive (focus groups and structured listening sessions). Each mechanism feeds a different decision — ticketing surfaces operational friction, surveys track engagement trends over time, and focus groups uncover the "why" behind the numbers.

The engagement survey dashboard shown below tracks responses across business strategy alignment, accountability, and rewards & recognition — with quarter-over-quarter trending and executive-level breakout analysis. Focus groups are run after major program launches and before annual planning cycles. Every data stream flows into a reporting cadence shared with the Learning Governance Committee and senior leadership.

Artifact: Feedback Systems Overview Three-Layer Listening Infrastructure

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.

Actual Work Samples

What This Accomplished

L&D moved from reactive to anticipatory — the feedback ecosystem surfaces what's coming, not just what already broke
Engagement survey data directly informs quarterly LGC agendas — the numbers don't sit in a report, they drive the conversation
Focus group findings have reshaped programs mid-cycle and redirected leadership development priorities — the listening infrastructure is designed to be acted on, not just documented
Leaders across the organization now share a common language around capability data — what it means, what it signals, and what it asks of them
Prosci PCT

Prosci® Certified Change Practitioner

Issued September 2025

SHRM SCP

SHRM Senior Certified Professional

Issued July 2024 · Expires April 2028

ATD

Association for Talent Development

Member since June 2024

Clark Univ

BA, Psychology

Clark University · 2007

Let's Connect

If you're building something that has to last — let's talk.

I bring strategy and execution together. I can define the vision for a learning culture and then build the curriculum, run the focus groups, design the governance structure, and track what changes. That combination is rare, and it's where I do my best work.

Connect on LinkedIn →

I believe learning is where performance takes shape.

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.