Artifacts & case write-ups

Samples from thirteen years of practice.

The artifacts below are illustrative of the work — full case write-ups are available on request. Most recent client work is under NDA; samples are redacted or aggregated.

Strategy & roadmap

How I frame the work before the team starts building.

Roadmap Institute of Internal Auditors · 2026

$30M learning portfolio roadmap

Owned prioritization across 200+ products. Integrated program evaluation data and business priorities into a single prioritization model.

  • Introduced design briefs and evidence-based prioritization as the org-wide playbook.
  • Established a launch readiness standard; predictable release quality across teams.
  • Facilitated build / scale / sunset decisions using usage, evaluation, and member-sentiment data.
Competitive intel Institute of Internal Auditors · 2026

Continuous validation framework

Built a competitive intelligence function that gathered customer and user sentiment pre- and post-launch — surveys, usage data, direct practitioner input.

  • Enabled continuous validation of content rather than point-in-time reviews.
  • Surfaced churn signals early; informed the member benefits redesign.

Build & ship

Programs I took from concept to revenue.

Product & content Pragmatic Institute · 2024–2026

In-house content and creative function

Built and scaled the function from scratch. Embedded discovery and validation practices; reduced time-to-market by 50%.

  • Drove NPS from 63 → 77; set and enforced the QA bar across all products.
  • Grew on-demand course revenue from +$400k to +$2M YoY.
  • Built a sales enablement program (call-coaching rubric); private training revenue +23% YoY.
Certification launch Pragmatic Institute · 2022–2026

Multi-course certification program

Launched a new multi-course certification program; achieved 127% YoY growth. Developed 4 new certification paths and introduced certification expiry.

  • Standardized backlog management, roadmapping, and launch processes.
  • Scaled instructor onboarding; reduced instructor time-to-certification by 33%.
Vertical build Pragmatic Institute · 2021–2022

New content vertical — $1M revenue

Built a net-new content vertical from needs analysis with design and data practitioners. Generated $1M in revenue.

  • Directed designers and curriculum writers across concurrent builds with documented, scalable procedures.
  • Developed storyboards, objectives, and personalized learning experiences; collaborated with SMEs.

Measurement & evaluation

Programs where I had to prove the work mattered.

Evaluation Orange County Public Schools · 2013–2021

District learning evaluation system

Designed evaluation processes for ROI on district learning initiatives; implemented continuous-improvement interventions across eight years.

  • Evaluated 5 LMS platforms prior to district-wide technology rollout — structured needs assessment, RFP evaluation, observation, data collection.
  • Facilitated district-wide professional learning for administrators, instructional leaders, and teachers.
  • Coached school-based leaders on content quality.

Note on confidentiality. Most recent work is under NDA. Detailed artifacts — design briefs, storyboards, evaluation reports, roadmaps, launch plans — are available on request during the interview process. Reach out via the contact form.