Presentations

Cedar is a Saas for medical billing needs.

The prompt:

Your presentation should be about something you consider yourself an expert on and end with a call to action. Assume the panel has no previous knowledge of your topic. 

Your presentation should include a visual aid compatible with a remote learning environment. Examples include a slide deck or handout that you can share via Zoom. 

I am genuinely a huge nerd about instructional design, so I made a presentation about the importance of determining a minimum competency for a training outcome, experiential learning, and how job aids can support behavioral transfer but are not the key to unlocking mastery. 

To make this point, I decided to lure the audience into a false sense of security by showing a job aid on how to use a fire extinguisher, and even demonstrated each step myself. 

Altruist is a Saas for investment advisors.

The prompt:

Create and deliver a training focused on how to create a peanut butter and jelly

sandwich. Your presentation should be between 5 and 15 minutes. 

This is all about seeing your style, so how you’d like to structure and deliver this training is up to you! Visuals of some kind are encouraged - and remember that although the subject matter might be a little ... nutty ... we still want to see the basics of how you approach and structure a training in real life.

I decided to approach the training by assuming the learner hadn't made one before, so I explained why it's an applicable skill in American culture and a good baseline upon which the learner can riff once they grasp the flavor principles. I peppered the training with as much interaction as possible, including discussion prompts. 

Because this was a virtual instructor-led training and I firmly believe in learning by doing, I made a PB&J live on camera. Once learners were ready, I had them instruct me over zoom what to do in making a new one. We then fed the sandwich they'd instructed me to make to my off-camera partner to confirm the quality check!

Otter is a point of sale Saas for restaurants.

The prompt:

Imagine a product on our website is newly launching and has not gone to market yet.

Your goal is to enable three audiences on the product:

● Sales Teams

● Support Teams

● Customers

I noticed in my internet research that both customers and employees were very unhappy with Otter due to a lack of investment in training. I therefore created a training to address the at-your-fingertips resources these teams needed for different purposes to show learners the resources my fictional team was creating to support them and where to find them during a live customer interaction.

I created a simulation of the product by borrowing from YouTube tutorials and the official website, then used adult learning principles like guessing games and use cases to show learners how the product would work.

This repeatable investments training was used to help new agents across the US understand our company products. For many of these learners, this was their first exposure to financial literacy for the first time. To our delight, we would often hear trainees chime in during the presentation to excitedly share what they understood. We used the presentation at a company-wide lunch and learn, to rave reviews and renewed enthusiasm from departments across the company.