Learning Leadership Portfolio
Learning Leader · Greater Boston · She/Her
"Learning is where performance really takes shape — where mindset, behavior, systems, and business goals meet."
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
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
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
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.
| 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 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.
| 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 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.
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 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.
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 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.
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
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.
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 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.
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.
Engagement Surveys
Quarterly pulse surveys track business strategy alignment, accountability, recognition, and engagement trends — with executive-level breakout and quarter-over-quarter trending.
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
Prosci® Certified Change Practitioner
Issued September 2025
SHRM Senior Certified Professional
Issued July 2024 · Expires April 2028
Association for Talent Development
Member since June 2024
BA, Psychology
Clark University · 2007
Let's Connect
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.