Presentations
Presentations
Embedded Files
Fire Safety Mini-Lesson (2022)
Fire Safety Mini-Lesson (2022)
TOOLS
Powerpoint, SnagIt, Canva
CLIENT
Planned Parenthood of Los Angeles
👇
This debranded version has been scrubbed of any proprietary or confidential information.For an interview with Planned Parenthood, I was asked to create a 5-ish minute interactive lesson that included:
Lesson Plan
Facilitator’s Guide
Speaker Notes
firesafety_brand_lp_1.0.3.pdfFire Protection, OSHA Maritime Safety (2022)
Fire Protection, OSHA Maritime Safety (2022)
TOOLS
Powerpoint
CLIENT
Cognitive Overload (Client project in SDSU Master's program)
One of my clients in the SDSU Masters Program was developing fire safety training for maritime clients. Upon being provided existing fire safety materials, I developed a facilitators guide, core presentation, activity guide, and participant guide for an hour-long fire safety training.Â
This was intended to be a baseline for my client to custom adapt, You’ll see my client had me use some stock images as placeholders for them to substitute with paid or customized maritime-specific images.Â
A Fintech start-up asked me to make training materials to address a common question non-FINRA licensed customer service agents experience: “Which ETF Portfolio is Right For Me?”
Their product was still in development, so I used publicly available information and drew on my own experience in FinTech and FINRA compliance.
While this was a test project assignment, it’s not an example of my course design. FAQs like this should be tucked into full conceptual modules about investments and compliance. I’d prefer to teach agents Investments 101 and Compliance 101 in distinct modules.
I also recorded a brief video explanation of the presentation.
This presentation, co-authored with Misha Agunos, was the first formalized investments training in the company.Â
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.
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