Financial Planning Training

Project Overview

This project provided introductory training to a divisional financial planning system used within the company.

Given the expertise needed to navigate the financial system, I created a video-led training program, collaborating with subject matter experts to guide users through the content.  Videos were embedded within Articulate Rise modules and supplemented with branded job aids and communications.

Please note that to protect confidentiality of proprietary work, images are intentionally pixelated, with high-level descriptions provided.

Deliverables Created

  • 4 SME-Led Training Videos
  • Training Module
  • LMS Page
  • Branding and Graphics
  • Job Aids
  • Training Outline & Video Scripts
  • Project Plan
  • Branded Communications
  • Learner Evaluation

Responsibilities

I led all areas of instructional design, including training strategy, course development, and video editing.  Because the project incorporated SME-led videos, I collaborated with our SMEs to finalize a training script and film talking head and software-based interactions.

 I also supported change management efforts in this project, overseeing the change-related communications.

Tools Used

Articulate Rise; Adobe Premiere Pro, Photoshop, and Illustrator; Microsoft PowerPoint, Forms, and Word; Wisetail LMS

What Others Are Saying about the Project

Ashley Giannandrea, Assortment Planner

This training looks ABSOLUTELY AMAZING! Thank you so much for putting this together, and great job to our SMEs on your videos! They look great! Thanks again so much Cynthia for turning this around so fast!

Kyle Helms, Category Planning Manager

Cynthia showed tremendous leadership and thoroughness when helping me navigate through an instructional video. She provided clear direction and insight as to how to provide the best content for the organization. Thank you Cynthia!! 

Katie Caudle, Change Management Lead

Cynthia implemented structure into this fast-paced training project, which created the best possible training experience with the SMEs and business partnerships.

Deborah Kasperson, Category Planning Manager

Cynthia's marvelous positive attitude created a great experience.  Having never worked together I was impressed with her professionalism and flexibility.  The project was completed to high standards and on time.