Portfolio

Project Documentation

Design documents, storyboards, needs analysis reports, and other instructional design artifacts that demonstrate my systematic approach to learning design.

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Documentation I Create

Thorough documentation is essential for successful instructional design projects.

Needs Analysis Reports

Comprehensive assessments that identify performance gaps, learner needs, and business objectives to inform learning strategy.

Content Outlines

The bridge between analysis and design—source content organized around the objectives so SMEs can validate accuracy and completeness before development begins.

Design Documents

Detailed specifications including learning objectives, content structure, instructional strategy, assessment design, and delivery recommendations.

Storyboards

Blueprints that map content, narration, interactions, and media—in the format that fits the tool, from scrolling Rise lessons to screen-by-screen Storyline builds.

Project Plans

Detailed timelines, work breakdown, resource allocation, budget, and risk management that keep projects on schedule and on budget.

Evaluation Reports

Post-implementation analysis using the Kirkpatrick Model to measure learning effectiveness and business impact.

Style Guides

Standards that ensure consistency across learning materials, including visual design, writing style, and accessibility requirements.

Template Library

Word templates built on industry-standard frameworks including ADDIE, SAM, Kirkpatrick, Bloom's Taxonomy, and Gagné's Nine Events of Instruction. Most include a filled example built on a fictional healthcare scenario, a blank template ready for your own projects, and a companion field guide with the methods, best practices, and references behind the document.

Needs Analysis Report

Comprehensive assessment framework for identifying performance gaps, analyzing audiences, running a task analysis, and recommending a training strategy.

Filled Example Blank Template Field Guide

Content Outline

The step between analysis and design: organizes source content around the objectives so SMEs can validate accuracy before development. Content is project-specific, so there's no filled example.

Blank Template Field Guide

Design Document

Instructional strategy blueprint covering learning objectives, content structure, assessment design, and visual standards.

Filled Example Blank Template

Storyboard — Rise / Scrolling

Heading-based, flowing storyboard for scrolling courses like Articulate Rise (and adaptable to video). One light document that serves both SME review and build.

Filled Example Blank Template

Storyboard — Storyline / Screen-Based

Screen-by-screen storyboards for custom slide-based builds: a developer build spec, plus a clean SME review version that strips the technical detail.

Build Spec SME Review

Project Plan

Project management framework with work breakdown, schedule and critical path, RACI, budget, risk and issue management, stakeholders, and change control.

Filled Example Blank Template Field Guide

Evaluation Report

Post-training analysis using the Kirkpatrick Four-Level Model to measure learner reaction, knowledge, behavior, and business results.

Filled Example Blank Template

Style Guide

Visual, editorial, and accessibility standards for training materials including color palettes, typography, terminology, and WCAG compliance.

Filled Example Blank Template

About These Templates

Every filled example follows one fictional scenario: Meridian Health Partners, a 12-clinic healthcare organization implementing a new EHR system. The examples demonstrate how each document connects to the others across the full ADDIE lifecycle, from initial needs analysis through post-training evaluation.

The blank templates include section headers, placeholder guidance, pre-built tables, and instructional notes so you can adapt them to your own projects immediately. Several documents also include a companion field guide—the methods, best practices, and APA-cited references behind the document—so the templates teach as well as scaffold.

Storyboards come in the format that fits the tool: a flowing, heading-based version for scrolling courses like Rise, and a screen-by-screen version for custom Storyline builds—each with a clean review view for SMEs and a detailed build spec for developers.

Questions About These Templates?