Infographic & Job Aid Description
An infographic and job aid on using AI responsibly in instructional design, built to Intuit’s brand style guide.
Developing a Process Workflow
A step-by-step credit memo workflow with a process map, key contacts and hand-offs, part of a ToolKit Library job aid.
High-Level Design for Performance Enhancement
A blend of training, job aids and work-environment changes that help credit analysts submit complete credit memos on time.
Performance Needs Assessment
Researching how credit analysts complete credit assessment memos and where process, skills and resources fall short.
Designing Instructional Material for Credit Training
A four-unit workshop on the structure, analysis and recommendation of a credit assessment memo.
Design Plan for Training Program
Objectives and a delivery plan for an in-class program that teaches credit analysts to complete a consistent credit memo.
Learning Needs Assessment
Defining the training need behind incomplete credit assessment memos and the 30-minute program designed to close it.