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Project Documents / Work Samples

The items below are samples of my work from various projects. You will find strategy documents, executive presentations, plans, roadmaps, graphics, storyboards, and more. You can use the category filters below to view them by functional area. Mouse over each topic and click on the link symbol to learn more. You can also click on the magnifying glass icon to view the image in more detail.

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  • Learning & Development
  • Change Management
  • Communications & Awareness
  • Project Management
  • Website Development
  • Performance Support
resource cost schedule analysis

Resourcing / Cost / Schedule Analysis for the Deployment of a New Claims System

Detailed analysis of the resourcing, costs, and schedule for a new claims system rollout to 1,700 users.

high impact communications awareness

Deploying a High Impact Underwriting System

When a new workers compensation underwriting system was being deployed impacting five companies and a major profit center, executives wanted an awareness and communications plan.

project management framework

Project Management Framework

Project Management methodology, processes, tools, and checkpoints with entrance / exit criteria.

change management framework

Change Management Framework

Example Change Management Framework that can be applied to projects of different types and sizes.

change management communications roadmap

Change Communications Roadmap

Four campaigns applied to program / project roadmaps to facilitate unique communications requirements.

change agent network strategy

Change Agent Network Strategy

Organization, structure, and roles of change agent network.

develop deliver case for change

Process for Developing and Delivering the Case for Change

Case for Change message development, composition, delivery, and feedback.

awareness video storyboard

Awareness Video Storyboard

A high profile system rollout required an extensive awareness and communications campaign. A video was producedd and distributed.

awareness communications

Awareness / Communications for a New Underwriting System

Plans, presentations, samples, scripts, and other artifacts from the rollout of a new workers compensation underwriting system.

training needs curriculum assessment

Training Needs & Curriculum Assessment

Developing curriculum paths and training modules to meet the requirements of 1,700 users in over 50 different job titles using a new workers compensation claims system.

communications plan

Communications Plan

A high profile workers compensation underwriting system rollout required an extensive awareness and communications campaign. A detailed Communications Plan was presented to support awareness and communications activities before, during, and after the rollout.

training plan

Complex Training Plan With Multiple Drivers

A high profile workers compensation underwriting system rollout required a complex training strategy that met user requirements across a number of dimension.

change management communications roadmap

Change Management Communications Roadmap

Four communications campaigns applied to program / project roadmaps to facilitate unique change communications requirements.

change agent network strategy

Change Agent Network Strategy

Strategy for the Change Agent Network for a multi-phase project touching multiple business units over an extended period of time.

e-learning storyboard

Sample E-Learning Storyboard

A sample segment of the storyboard used in an e-learning module for a new system.

training performance support boundary

Training / Performance Support Boundary

Approach for delineating the boundary between a structured content management platform and service areas it supported was required to define training / performance support content responsibilities.

change management strategy

Change Management Strategy

A Process Improvement / Data Integration program required a change strategy to support version 2 of their solution. It was to be deployed in multiple releases and had to address change, communications, case for change, change agent network, and training needs.

case for change strategy

Case for Change Strategy

A Process Improvement / Data Integration program required a case for change strategy to support the communications and change impact of multiple solution releases impacting users in multiple clincal units across three business entities.

communications strategy

Communications Strategy

A Process Improvement / Data Integration program was initiating Release 2 of their solution. The solution components were to be released over a period of several months impacting various audiences at different points during deployment. A creative, highly repeatable approach was needed.

ArborSys Group Home Page

Website Redesign

A company website was completely redesigned with a modern, interactive look and many new design and layout features.

video production

Video Production

Videos created for trade shows, webinars, websites, and other uses.

work from home quick tips best practices

Work from Home Secrets

Quick Reference Guide for best practices for working from home organized into four categories.