
Portfolio
Each project in this portfolio represents a complete design effort grounded in analysis, intentional design decisions, and measurable performance outcomes. The samples span different contexts, audiences, and tools, and together they reflect how I approach the full instructional design process across a range of organizational needs.
This portfolio is shared by request only. Thank you for taking the time to be here.

Needs Analysis Toolkit
A comprehensive, research-based Excel tool for conducting training needs analysis and performance consulting. Built on frameworks from ANSI/ASSP Z490.1 (2024), ATD's Human Performance Improvement model, and evidence-based instructional design principles.
Includes: Structured intake forms | BEM & Mager-Pipe diagnostic models | Format decision tree | Cost calculator | Learner & task analysis checklists | UX/UI design standards | Stakeholder advocacy strategies | Quick discovery scripts | Complete research citations
Referenced in: Needs Analysis: A Foundation for Effective Learning Design (Rise 360 course) as the practitioner workbook supporting the self-evaluation rubric.
Customizable for organizational workflows: This tool can be adapted to your environment and integrated into automation systems to streamline collaboration between designers, SMEs, and stakeholders—enabling automated notifications, feedback loops, and workflow triggers throughout the needs analysis process.
Available for live demonstration upon request. Not available for public download.

Design Matrix
A competency-aligned learning design framework that ensures learning outcomes are anchored to observable performance and organizational goals; not just knowledge acquisition. Built on Bloom's Taxonomy, ADDIE principles, and performance-focused instructional design, this matrix creates a traceable alignment from business metrics to learning outcomes to assessment to content development.
Includes: Learning outcome mapping by module | Bloom's Taxonomy cognitive level assignment | Assessment activity planning (method, strategy, materials) | Formative assessment tracking | Summative assessment design | Content inventory and development roadmap | Modality planning (asynchronous, synchronous, blended) | Strategy selection (discussion, case study, scenario, coaching, simulation, etc.)
Key Features:
- Outcome-to-Content Traceability: Linear view connecting each learning outcome to scaffolding, practice, feedback, mastery demonstration, and supporting content
- Drop-down Standardization: Pre-configured options for cognitive levels, delivery modes, learning strategies, and materials ensure consistency across design teams
- Competency Focus: Shifts design conversations from "what do learners need to know" to "what do learners need to DO", ensuring training drives measurable workplace performance
Design Philosophy: Strong design anchored in performance outcomes ensures learning translates to competence, which in turn supports organizational goals and improves business metrics. This tool operationalizes that philosophy across every stage of instructional design.
Available for live demonstration upon request. Not available for public download.


