Instructional Design · Portfolio

Thirteen years of practice.

Storyboards, a Storyline build, and the Pragmatic product portfolio — thirteen years of senior instructional design practice. Full case write-ups available on request; most recent work is under NDA.

Content Portfolio

The senior instructional design work behind the exec-level results above — the templates, storyboards, and five productized courses I built and shipped at Pragmatic Institute.

Procedural safety Storyboard + Storyline build

Fire Extinguisher — PASS Method

Storyboard and built module for a fire-extinguisher safety training built around the four-step PASS method (Pull, Aim, Squeeze, Sweep). Each step gets purpose, critical content, visual direction, and interaction/animation specs with audio narration cues.

  • Layered interaction — one layer per PASS step, with marker-driven hotspots.
  • Visual direction for each step's illustration and animation.
  • Audio cues for the Squeeze and Sweep layers (extinguisher use).
  • Companion Articulate Storyline source ships with four named layers.
Built module Articulate Storyline 360 source
Download the .story file

1.8 MB Storyline source with four layers (Pull the Pin, Aim the Nozzle, Squeeze the Trigger, Sweep the Extinguisher Side to Side), markers, animations, and audio cues. Open in Storyline 360 to inspect.

Download .story
1.8 MB · .story
Pull the Pin slide
Layer 1 — Pull
Aim the Nozzle slide
Layer 2 — Aim
Squeeze the Trigger slide
Layer 3 — Squeeze
Sweep slide
Layer 4 — Sweep

Pragmatic Institute — Product portfolio

Five productized courses built or substantially reworked during my tenure as Sr. Director and then VP of Product. I owned the content and creative function end to end — syllabus, instructor materials, participant workbooks, assessments, and facilitator tooling.

Confidentiality note. All Pragmatic course materials are protected by Pragmatic Institute's IP terms — the originals are not hosted on this site. The descriptions below are paraphrased; full artifacts (syllabi, instructor notes, supplemental workbooks, assessments, moderation tooling) are available on request during the interview process, after an appropriate NDA is in place.
ITS · Engagement & retention

Design that changes behavior, not just minds

The context

Designers at Pragmatic were technically excellent but couldn't move stakeholders. They had frameworks for analysis but none for influence. Completion rates were high, but behavior change at the workplace wasn't — the typical L&D trap of "they learned it, but they didn't do it."

The work

I designed the Story Planner around four stages that mirror how memory and behavior actually work: Specify (what change you want, and for whom), Seek (what the audience already believes and feels), Shape (structure the story to land), and Share (deliver it like a prototype — test before the high-stakes moment).

I paired the framework with a Communication Compass — a stakeholder-mapping tool that taught designers to adapt the same story for a Personal, Intuitive, Functional, or Analytical listener. Then I built instructor notes that treated the moderator like a learning designer: every module had explicit timing, a "the point is…" framing line, and a worked example so facilitation didn't drift.

What changed

The course became Pragmatic's flagship designer course, with 55 pages of instructor playbook and an 18-page participant workbook that participants kept and reused. The framework was the design language Pragmatic taught for the next two years.

Why it worked
Treated influence as a design problem — same Specify/Seek/Shape/Share rigor as a product, with explicit adaptation for audience.
BSD · Business-aligned learning

Learning objectives that survive a CFO review

The context

Designers at Pragmatic could explain their craft beautifully, but couldn't connect it to a CFO's question: "What's the ROI?" Their learning objectives read like "understand" and "appreciate" — verbs that don't translate to business metrics. I watched otherwise-strong designers lose budget conversations because their objectives were immeasurable.

The work

I designed BSD's objectives around the question "what would a CFO ask of this work?" and worked backward. Every module's objective had to do three things: state a behavior (not a feeling), tie to a business lever the company already measures, and ship with an instrument that could prove the behavior happened.

The syllabus anchors every objective to a specific Pragmatic framework — Business Strategy Decoder, Five Forces, Product Life Cycle — so designers could defend the objective by pointing to the same model their business counterparts used. I built matching assessment instruments and moderator call sheets so the objectives flowed cleanly from intent to measurement.

What changed

Designers left BSD able to walk into a budget review with objectives that already spoke the business's language. The course was a top-three revenue contributor in Pragmatic's portfolio.

Why it worked
Objectives written as observable behaviors, tied to business levers the org already measured, with built-in instruments to prove them.
INS · Reinforcement at the point of need

Learning that lives in the workflow, not the LMS

The context

The Insight course taught product teams to identify and validate the right problems before building. It was rigorous, well-rated, and largely forgotten six weeks later. The problem wasn't the course — it was that problem validation happens at decision points scattered weeks apart, and the workshop's content couldn't reach a learner sitting in front of a customer interview at 2pm on a Tuesday.

The work

I designed a 67-page supplemental workbook around a different principle than most L&D: the supplement is the course. Every framework — opportunity sizing, customer evidence, problem validation — got a one-page job aid a learner could pull up on a phone during a meeting.

Each module closed with a "data action plan" that paired a learning concept with the specific artifact the learner would produce that week. The workbook referenced itself: a learner who finished Module 1 had a working artifact before they ever opened Module 2, so the learning landed as doing, not as consuming.

What changed

Completion-to-application was high enough that Pragmatic reused this structure as a template for newer courses, and product teams reported that the workbook stayed on their desk six months after the live session.

Why it worked
Reinforcement engineered for the moment of practice — the workbook is the learning artifact, not a recap of the live session.
DS4BL · Common language for data

Give executives a shared vocabulary before giving them answers

The context

Business leaders were approving data initiatives without being able to evaluate them. They got pitched by data scientists in vocabulary they couldn't parse, asked shallow questions, and approved projects they couldn't manage. The result was a portfolio of expensive, misaligned investments.

The work

I designed the Data Insights Model — a five-stage framework (Define, Prepare, Refine, Analyze, Present) — as the spine of the course. Every executive lesson anchored to one of the five stages, with the same vocabulary used in their data team's work.

The framework wasn't about teaching statistics; it was about giving the executive a shared mental model so they could ask the right question at the right stage. The 48-page supplemental workbook doubled as a meeting tool — leaders would bring it into steering meetings to map where their initiative was in the model, then use the common vocabulary to redirect.

What changed

The model became the way Pragmatic taught data leadership to executives, and the workbook stayed in active use as a steering tool long after the live course ended.

Why it worked
A shared five-stage framework gave non-technical leaders the vocabulary to evaluate and direct data work — without needing to become data scientists.
Market · Learning as GTM asset

Turning course content into a sales tool that earns its place in the deal cycle

The context

Pragmatic's sales team needed a way to start conversations with L&D buyers who were skeptical of external training. The Market course taught product marketers, but its real strategic value was the artifacts: buyer personas, a Product Marketing Canvas, a Message Matrix. Sales saw these tools as a wedge — give a prospect the buyer persona template, the conversation shifts from "should we buy training" to "how do we run this in our org."

The work

I built the syllabus so the five core artifacts (Buyer Persona, Product Marketing Canvas, Message Matrix, Goal Prioritization, Buyer Persona Interview Guide) were each designed to stand alone. Each got a one-page summary that distilled the framework to its essential decision prompt — designed to be printed, shared, and used in a prospect's first meeting.

The summary pages were the same artifacts sales would later hand a champion to drive internal alignment. I worked directly with sales leadership to validate that the artifacts led to conversations, not just downloads — and tuned the wording on the canvas until a buyer could complete the first section in 15 minutes with their team.

What changed

Sales adopted the artifacts as standard prospect-stage collateral, and the course itself converted at a high rate because buyers arrived already familiar with the framework from the artifact they'd been handed weeks earlier.

Why it worked
Course artifacts engineered to function as standalone sales collateral — so a buyer's first touch with the framework happened before they ever sat in the live course.
On-request access. To request the full artifacts for any of these courses, message me via the contact form with the course code(s) you want to review. I'll share files once an NDA is in place.

Visual work samples

Visual snippets from across the course and storyboard work above. Originals available on request — message me via the contact form.

ITS Communication Compass framework
ITS Job Aid Framework
Communication Compass
Four-quadrant communication style model with a fillable radar chart template for stakeholder mapping.
ITS Instructor Notes — IBM story page
ITS Facilitation Guide Worked Example
Instructor playbook — IBM story
Time-budgeted facilitator page with evidence quote, worked example, and explicit "The Point" framing.
BSD Syllabus — Course objectives
BSD Learner Manual Syllabus
Course objectives structure
Five-module BSD syllabus with measurable learning outcomes tied to design ROI conversations.
BSD Syllabus — Tools and templates inventory
BSD Templates Job Aids
Course tools & templates
Inventory of the reusable tools and templates BSD participants leave with — 18 deliverables across the course.
INS Action Plan Module 1
INS Worksheet Action Plan
Module 1 action plan
Action-oriented worksheet with embedded data census template preview and reflection prompts for applied practice.
DS4BL Data Insights Model framework
DS4BL Infographic Framework
Data Insights Model
Five-stage cyclical framework (Define → Prepare → Refine → Analyze → Present) designed for executive-level data literacy.

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.