L&D Strategy & Training Design

Training programs that hold up in regulated, high-stakes environments.

Nearly 20 years designing and delivering learning strategy, curriculum, and compliance training for organizations that can't afford to get it wrong — including large-scale healthcare and technology communities.

Curriculum & instructional design Instructional design from needs assessment through evaluation
Healthcare compliance Medicare, insurance payor, and EMR training at scale
Live facilitation Instructor-led and virtual delivery, train-the-trainer programs
Organizational listening Culture and morale assessment through structured listening sessions
On-site field training Travel to your team's home office to coach staff toward greater efficiency
Salesforce, CRM & association management Hands-on support for member communities, plus CRM training and requirements coordination
Program & team leadership Systems rollout, distributed team management, community education strategy

About

A practitioner's background, not just a consultant's pitch

I've spent nearly 20 years inside the organizations I now advise — leading learning and development, education strategy, technology operations, and field operations for healthcare and technology companies, not just consulting on them from the outside. I've led teams of 25+ people, directed national field organizations, and built and delivered large-scale training programs reaching thousands of employees at once.

My work has spanned both sides of organizational change: designing the training and curriculum that helps people adopt something new, and leading the systems, data, and process redesign that makes the change possible in the first place — including compliance-heavy healthcare environments where getting it wrong isn't an option.

My EMT-Paramedic training adds a practical, clinically grounded lens to healthcare training design that few learning professionals bring to the work.

  • Instructional design frameworks (ADDIE, Gagné's Nine Events, Bloom's Taxonomy, Backward Design)
  • Authoring tools (e.g., Articulate, Captivate)
  • Project management methodologies (Agile, Scrum, Waterfall, and others as needed)
  • Collaboration & documentation platforms (e.g., JIRA, SharePoint)
  • CRM/Salesforce user training & requirements coordination
  • Lean Six Sigma & swim-lane process mapping
  • EMT-Paramedic training
  • Designing Learning Certificate — ATD

Services

Engagements scoped to what you actually need

Organizational listening & culture assessment

Structured listening sessions and interviews across your organization to surface what's really driving morale, retention, and leadership gaps — followed by a clear, actionable report and a recommended path forward, whether that's targeted training, coaching, or structural change.

$165–$250/hour, or $1,400–$2,300 per half-day engagement

On-site operations & field efficiency training

I travel to your team's home office or field site to observe how work actually happens, then train and coach staff directly on the process, tool, and communication changes that make the biggest difference to daily efficiency.

$1,500–$2,500/day plus travel expenses

Association & community management consulting

Strategy and hands-on support for member associations and user communities — education programming, event design, advocacy programs, and the systems that hold a community together.

Starting at $3,000/project, or monthly retainer

CRM & systems training consulting

User training, requirements gathering, and UAT/QA coordination for Salesforce and related CRM/marketing automation platforms — partnering directly with your IT team and third-party vendors to make sure a new system actually gets adopted.

$125–$175/hour

Needs assessment & strategy

A focused review of your current training and identification of the gaps that matter most, with a clear, prioritized plan forward.

Starting at $1,500 flat fee

Curriculum & training program design

Full instructional design for a new onboarding program, compliance course, or leadership development curriculum — built using proven instructional design frameworks and delivered as instructor-led, virtual, or blended learning.

Starting at $5,000 per project

Healthcare & regulatory compliance training

Training design for Medicare, insurance payor, and EMR-related compliance needs, drawing directly on hands-on healthcare operations experience.

Quoted per scope

Live facilitation & train-the-trainer

Instructor-led and virtual session delivery, plus train-the-trainer programs that let your own team carry a curriculum forward after I'm gone.

Starting at $100/hour

Ongoing L&D advisory

A standing monthly engagement for organizations that want senior L&D judgment on call, without a full-time hire.

$3,000–$6,000/month retainer

Process

How an engagement actually runs

  1. Assess

    We start with a working session to understand your current training, audience, and constraints — and to agree on what success looks like.

  2. Design

    I build the curriculum, materials, or strategy, with check-ins along the way so nothing arrives as a surprise.

  3. Deliver

    Live facilitation, train-the-trainer handoff, or a finished asset ready for your LMS — whichever fits how your team actually works.

  4. Sustain

    For ongoing engagements, we keep the program current as your organization, regulations, or systems change.

Contact

Let's talk about what you need

LocationLexington, KY — available remote and on-site

Hours: Monday–Friday, 9am–5pm ET. Response within one business day.