Training and instructional design
Overview
For each of the courses below, I designed the training using the ADDIE framework (Analyze, Design, Develop, Implement, Evaluate), wrote the quizzes and assessments, and revised the content based on learner results.
| Company | Topic | In-person training | Remote training | Curriculum designer | City | Year |
|---|---|---|---|---|---|---|
| Edutainme | Swagger, DITA, MS Office | Yes | Yes | Yes | Bay Area | 2014 - now |
| Atelio | Pay by Bank | Yes | Yes | Yes | Bay Area | 2024 - 2025 |
| Nium | Payins, Payouts | Yes | Yes | Bay Area | 2022 - 2023 | |
| Couchbase | SQL++ queries and indexes | Yes | Yes | Yes | Bay Area | 2017 - 2018 |
| OpSec Security | Anti-counterfeiting labeling | Yes | Yes | Boston | 2013 - 2013 | |
| VA Medical Center | eDC clinical trials | Yes | Yes | Yes | Boston | 2011 - 2013 |
| ADP Payroll | Payroll reporting | Yes | Yes | Yes | Seattle | 2008 - 2011 |
| Talk Group | ESL, Excel, resumes | Yes | Yes | Yes | Shanghai | 2002 - 2006 |
Hover or tap a term to see its definition here.
Recommendations
9 Recommendations on my LinkedIn profile by my former managers and learners that describe my teaching style.
Tools used
By company
| Company | Tools | Years |
|---|---|---|
| Adobe | Acrobat, Distiller, Captivate, FrameMaker, RoboHelp | 8+ |
| Articulate 360 | Presenter, Engage, Quizmaker | 3+ |
| Corel | Draw, PaintShop Pro | 4+ |
| ELB Learning | Lectora authoring | 4+ |
| Hyperion | HyperCam, HyperSnap | 8+ |
| Microsoft | Word, Excel, PowerPoint, SharePoint, Visio, Access, Teams | 9+ |
| TechSmith | Camtasia, Snag-it | 7+ |
By function
| Function | Tool | Years |
|---|---|---|
| Platforms (LMS, CMS) | Academy (WordPress plugin), Articulate, Author-It, Blackboard, Dozuki, Moodle | 8+ |
| Quizzes and surveys | Kahoot!, Google Forms, Microsoft Forms, Quizzizz, Quizmaker, SurveyMonkey | 3+ |
| Webinars and virtual training | Zoom | 3+ |
| Video recording and editing | Camtasia, Captivate, Zoomerang | 3+ |
Topics taught
Swagger
| Description | Example |
|---|---|
| Edutainme (2015-2017) Bay Area Audience Technical writers Deliverables Curriculum and hands-on classes using an address book example Tools Swagger and PowerPoint Screenshot in a new browser tab |
Pay by Bank
| Description | Example |
|---|---|
| Atelio (2024-2025) Bay Area Audience Fintech developers Deliverables Curriculum for hands-on classes using a sandbox account to test Atelio's Pay by Bank app with customers' own app via API calls Method In-person classes and live webinars Tools PowerPoint and Zoom |  |
Payins, Payouts
| Description | Example |
|---|---|
| Nium (2022-2023) Bay Area Audience Fintech developers Deliverables Curriculum and hands-on classes using a sandbox account to test Nium's API endpoints with customers' own app via API calls Method In-person classes and live webinars Tools PowerPoint and Zoom |  |
SQL++ queries and indexes
| Description | Example |
|---|---|
| Couchbase (2017-2018) Bay Area Audience Big Data analysts, PMs, developers Deliverables Curriculum and hands-on classes using their Couchbase account to make advanced queries against Couchbase's sample database Method In-person classes and live Meetups Tools PowerPoint and Zoom |  |
Anti-counterfeiting labeling
| Description | Example |
|---|---|
| OpSec Security (2013) Boston Audience OpSec Employees (non-technical) Deliverables Internal training videos with voiceover narration that explains the complex process of how OpSec makes their anti-counterfeiting labels Method Offline training videos Tools Adobe Captivate and Camtasia |  |
eDC for clinical trials
| Description | Example |
|---|---|
| VA Medical Center (2011-2013) Boston Audience Clinical trial PMs (non-technical) Deliverables Technical documents and class materials for their in-house clinical trial software Method Provided Instructor Led Training (ILT) and Virtual Classroom Training (VCT) on their eDC software. Tools MS Word, Excel, Visio, Powerpoint, Access, SQL Server, SharePoint, Captivate |  |
Payroll reporting
| Description | Example |
|---|---|
| ADP Payroll (2008-2011) Seattle Audience Payroll Specialists (non-technical) Deliverables Training materials and curriculum for reporting of Garnishments, Payroll, AP/AR, GL, and Reimbursements Method Provided Instructor Led Training (ILT) and Virtual Classroom Training (VCT) Tools MS Word, Excel, Visio, Access, SQL Server, Captivate |  |
ESL, Excel
| Description | Example |
|---|---|
| Talk Group (2002-2006) Shanghai Audience Recent college graduates Deliverables A 5GB database and website of all activities, schedules, teachers and 200+ on-line asynchronous and synchronous learning materials for each activity Method Provided Instructor Led Training (ILT) and Virtual Classroom Training (VCT) while training 60+ teachers in our experiential style of training (led many of the activities myself) Tools MS Word, Excel, Visio, Access, SQL Server | Open this curriculum in a new browser tab |