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Help is on the Way: Performance Assurance, Personally and Professionally

Performance AssuranceSometimes asking for help is the hardest part, because calling in the experts means you have to accept that, to some degree, things are outside of your control. And that can be a scary proposition. For me personally, I faced this issue very directly during my first year of marriage. I didn’t have particularly severe symptoms (enlarged lymph nodes, some itching, etc.) but I had a sense something was wrong. Even so, I wasn’t prepared for the news: Hodgkin’s Lymphoma, cancer of the lymphatic system.

Over the following months, I went through rigorous staging and treatments. My team of medical experts acted quickly and decisively, with a clear plan of action and end goal. While my cancer treatments obviously represent an extreme case, that situation helped me understand early and profoundly the value of the expert’s rigor and insight. And while it may seem a little strange at first to make this comparison, as I engage with different clients across different industries, I’m often reminded of the way my team of experts helped me beat my cancer, and the tremendous value of admitting what you don’t know, conducting appropriate front-end analysis, planning and aligning systematically, and acting on a solution and evaluating results.

FRONT-END ANALYSIS

I knew it was serious when the x-ray technician took the first x-ray, looked at the results, and then proceeded to take additional x-rays at different angles to gather more information.

A preliminary diagnosis was formulated and I went through an elaborate staging process to discover as much as possible about my current condition before formulating an appropriate strategy for beginning treatment. No short cuts were taken as I submitted to a barrage of tests, each conducted by an expert with knowledge of the best and most effective treatments.

Similarly, when Allen’s team partner with a client to assess a new project, I admire the courage this move can often take on the part of the stakeholders. They first have to admit there may be a problem they can’t solve. Once we both understand the current situation, we use different, proven “tests” to understand the current state. This extensive performance assurance front-end analysis might involve interviews with key stakeholders, new and experienced employees; along with learner observations and online surveys. The analysis influences the “treatment” because it helps to identify key aspects about the learner’s needs, best practices, and difficulties caused by the structure of the existing training. All of this information is then used to develop a plan aimed at fostering change to the current state.

PLANNING AND ALIGNING

After all the tests were complete for my personal evaluation, the results were then presented to a board of specialists who each weighed in on and confirmed an appropriate treatment based on the extent and nature of the disease and the forms of treatment that historically had been successful in eradicating the disease. Alternate forms of or experimental emerging treatments were also presented as options, with corresponding potential side effects.

Likewise, after a thorough evaluation, Allen identifies specific approaches to a solution based in training theory, application approaches, and a review of resources available. The information is then given to stakeholders who may use the information to assess the method and decide upon a course of action.

ACTING ON A SOLUTION AND EVALUATING RESULTS

Once the front-end analysis and planning was complete, I engaged in a therapy regimen that ultimately eradicated the disease. I took comfort and confidence in the rigor and systematic approach that the doctors took to properly diagnose the disease and prescribe proven treatments for a potentially fatal illness.

Now, cancer is obviously an extreme case, and I don’t mean ultimately to suggest that the problems learning groups face should be compared to diseases. Instead, the insight for me centers on the value of having the courage to open yourself to expertise—to admit you may have a problem—and the corresponding value of expertise, rigor, experience, and analysis in moving toward your goals. In my experience, when implementing a solution based on a comprehensive assessment, developed on sound methodology, and executed with precision you can trust that the approach will deliver results.

As a result of my personal and professional experiences, I have tremendous respect for the discipline that takes the time, budget and resources needed to properly align solutions with strategic outcomes, and I take great personal satisfaction in working with my client partners and Allen’s proven analysis model and teams of experts to identify potential business/behavior impact, define success factors, align strategies and formulate a sustainable solution.

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: