Project Management
Case Studies and Project Charters
Products & Solutions College Case Study
This case study outlines a five‑year initiative to build and launch the Products and Solutions College, a comprehensive training program designed to strengthen colleague product expertise and support business growth.
This case study outlines a fast‑paced, hybrid project to launch a companywide Career Center for all colleagues by providing essential career guidance and resources due to an impending merger.
Career Center Case Study
This case study outlines a three‑year enterprise initiative that repositioned the centralized training organization as a strategic partner—expanding visibility, strengthening engagement, and driving a culture of continuous learning across more than 6,000 employees.
Showcasing Success Case Study
Products & Solutions College Project Charter
This project charter defines the structure, scope, and governance for developing the Products and Solutions College—a multi‑year effort to create a scalable, enterprise‑wide learning program that elevates product expertise and supports strategic business objectives.
This project charter establishes the scope, structure, and governance for delivering a companywide Career Center—a rapid, hybrid initiative created to provide colleagues with essential career resources and guidance in response to an organizational merger.
Career Center Project Charter
Showcasing Success Project Charter
This project charter outlines the scope and governance for a three‑year enterprise initiative to reposition the centralized training organization as a strategic partner—expanding visibility, strengthening engagement, and fostering a culture of continuous learning across the workforce.
Communications
New Course Launch Communication
This communication spotlights a newly released training course available to all revenue colleagues, emphasizing its value in building capabilities, enhancing customer interactions, and supporting ongoing professional growth.
Learning Spotlight Communication
This communication provides a spotlight to new and ongoing training opportunity, helping colleagues discover learning experiences that build skills, spark growth, and empower them in their roles.
Training Event Communication
This communication provides a brief spotlight on an upcoming live session dedicated to personal branding, showcasing how the event will equip colleagues with practical strategies to refine their professional identity and make a stronger impact in their roles.
Tools & Templates
The Health Status Calculator is a simple scoring tool used to assess the overall health of a project across four key categories: Resource Availability, Percentage of Tasks Complete, Scope Expansion, and Unexpected Delays. Each category includes three defined conditions—healthy (3), caution (2), and at‑risk (1)—allowing project teams to assign a score based on current status.
Health Status Calculator
Design & Development Schedule Estimate Tool
The Design & Development Schedule Estimate Tool is a planning resource that helps forecast how long design and development will need to complete various training deliverables. It also incorporates standardized review cycles and observed holidays to provide an estimated completion date. This tool offers best‑case estimates and notes that actual timelines may shift based on SME availability, review turnaround, and scope changes.
Career Essentials in Project Management Certification, LinkedIn Learning (In Progress)
Project Management Certificate, Association for Talent Development (ATD)
Project Management for Learning Teams Certificate, LearnOps Academy