Organizational Listening & L&D Strategy
I find out what's really going on in your organization — then help you fix it.
Structured listening, culture assessment, and training strategy for organizations that need honest answers before they invest in a fix. Nearly 20 years designing and delivering learning strategy and compliance training, including large-scale healthcare and technology communities.
Working with healthcare systems, technology companies, and member associations.
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.
Credentials & Tools
- 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
Signature Service
Organizational listening & culture assessment
Structured, confidential interviews and focus groups across your organization to surface what's really driving morale, retention, and leadership gaps — not just what shows up in an engagement survey.
- Interview and focus group guide built around your specific concerns
- One-on-one and small-group listening sessions, in person or virtual
- Thematic synthesis of what was heard, with direct (anonymized) quotes
- Written findings report with clear, prioritized recommendations
- Optional leadership debrief presentation to walk through findings live
- Recommended next steps — training, coaching, or structural change — scoped and costed
"[Testimonial pending — real client or colleague quote goes here once outreach responses come in.]"
— [Name], [Title], [Organization]
Curriculum design, facilitation & train-the-trainer
Full instructional design from needs assessment through delivery — onboarding, compliance, or leadership curricula, instructor-led or virtual, with train-the-trainer handoff so your team can carry it forward. Ongoing advisory retainers also available.
- Needs assessment summary and curriculum outline
- Finished course materials, job aids, and facilitator guides
- Live delivery or train-the-trainer session with your internal team
Healthcare & regulatory compliance training
Training design for Medicare, payor, and EMR-related compliance, drawn from hands-on healthcare operations experience.
- Compliance training curriculum mapped to your specific regulatory requirements
- Documentation ready for audit or certification review
On-site operations & field efficiency training
On-site observation and direct coaching to improve how your team actually works day to day.
- On-site process observation and documentation
- Direct staff coaching and a written efficiency recommendations summary
CRM & systems training consulting
User training, requirements gathering, and UAT/QA coordination for Salesforce and CRM platforms, partnering with your IT team and vendors.
- Documented system requirements and user training materials
- UAT test coordination and sign-off support
Association & community management consulting
Strategy and hands-on support for member associations and user communities — programming, events, and advocacy.
- Education/event programming strategy and calendar
- Advocacy program design and member engagement plan
Process
How an engagement actually runs
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Assess
We start with a working session to understand your current training, audience, and constraints — and to agree on what success looks like.
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Design
I build the curriculum, materials, or strategy, with check-ins along the way so nothing arrives as a surprise.
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Deliver
Live facilitation, train-the-trainer handoff, or a finished asset ready for your LMS — whichever fits how your team actually works.
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Sustain
For ongoing engagements, we keep the program current as your organization, regulations, or systems change.
Contact
Let's talk about what you need
Hours: Monday–Friday, 9am–5pm ET. Response within one business day.