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Change Management
893

Creating Change Champions for a Big Software Rollout @ St. Jude

Creating Change Champions for a Big Software Rollout @ St. Jude

  • Client St. Jude Children Research Hospital
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To ensure a smooth transition from Salesforce Classic to Lightning, I developed a comprehensive training program with eLearning, virtual seminars, and hands-on practice. Collaborating with change advocates, the strategy resulted in a seamless transition, showcasing effective change management.

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SITUATION

Our organization needed to transition from Salesforce Classic to Salesforce Lightning. Implementing a full-scale rollout was challenging without the chance to pilot the program with the actual users.

TASK

The goal was to ensure that every team member, both in-office and remote, could easily adapt to the new Lightning workflow. I was part of a cross-functional team responsible for creating and delivering a training program to prepare users for the transition.

ACTION

We created a detailed training program that combined eLearning, virtual seminars, hands-on practice, and office hours. Change champions among the support agents played a key role in presenting the training to their peers over three weeks.

I developed the eLearning content for the new Lightning interface, while my colleague worked on a handbook and training strategy. Support agents conducted virtual training sessions and facilitated hands-on practice sessions.

RESULTS

The training program, featuring a mix of eLearning, virtual seminars, and hands-on practice, was highly effective. The involvement of change champions was crucial, leading to a trouble-free transition to Salesforce Lightning. This successful implementation highlighted the effectiveness of well-planned training and strong team collaboration in managing complex software transitions.

Data Analysis
880

Training that Delivered Business Result @ Royal Carribbean

Training that Delivered Business Result @ Royal Carribbean

  • Client Royal Caribbean Group
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To address declining crew satisfaction, which was impacting key company metrics, I used data analysis to identify and address critical skills affecting satisfaction. The data-driven approach led to a significant improvement in crew satisfaction, aligning with corporate goals and showcasing the impact of strategic leadership.

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SITUATION

A ship division faced a decline in crew satisfaction, a key indicator monitored closely by leadership due to its impact on various business areas.

TASK

My task was to identify the causes of declining crew satisfaction and develop solutions to improve it. I analyzed data from the past ten weeks to find key factors affecting satisfaction and designed effective interventions.

ACTION

I conducted a detailed analysis of crew satisfaction data, looking for patterns and trends. I developed targeted questions to pinpoint the root causes and found that certain divisional managers needed specific skills to address the issues.

I organized training sessions for these managers to improve their performance in the critical areas identified. I also created a rubric to track progress and raise awareness about the key behaviors needed for improvement.

RESULTS

The intervention led to a 40% improvement in crew satisfaction in the next evaluation and an 8% increase in the overall average. The positive trend continued, and senior management was highly satisfied with the quick and substantial gains. The project demonstrated the effectiveness of data-driven strategies and targeted interventions in enhancing operational success.

Instructional Design
886

Redesigning Complicated Training Content @ Uber

Redesigning Complicated Training Content @ Uber

  • Client Uber
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I led a project to update outdated training materials at Uber RouteMatch, addressing issues caused by high employee turnover and outdated documentation. By collaborating with subject matter experts, I redesigned the materials, improving onboarding speed, knowledge management, and operational efficiency.

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SITUATION

Uber RouteMatch faced high employee turnover, resulting in a loss of critical program knowledge. Outdated documentation further complicated the situation, creating knowledge gaps and operational challenges.

TASK

My task was to update the obsolete training materials and fill knowledge gaps. I needed to differentiate between essential and non-essential information and work with experts to address immediate needs.

ACTION

I developed a comprehensive plan to update the training materials. This involved categorizing existing resources, consulting with subject matter experts for relevant content, and collaborating with stakeholders to ensure the updated materials met organizational standards.

I updated and rebranded the training content, ensuring its relevance and accuracy. I worked closely with experts to capture their insights and verify the content.

RESULTS

The updated training materials effectively bridged the knowledge gaps caused by employee turnover. We conducted “read-in” sessions for managers to highlight the importance of the new content. The revised documentation streamlined the onboarding process and improved knowledge management. The project enhanced operational efficiency and set the stage for better future training and onboarding processes.

Instructional Design
235

Designing Scalable Leadership Training Programs @ Salesforce

Designing Scalable Leadership Training Programs @ Salesforce

  • Client Salesforce
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Salesforce launched a large-scale leadership program to help senior managers transition to director roles due to rapid growth. The program included a comprehensive training curriculum and a learners community, leading to better performance, increased employee satisfaction, and improved retention.

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SITUATION

Salesforce faced rapid growth and needed a structured program to help over 6000 senior managers transition to director roles. Designing this program was a significant challenge due to the large number of participants and the need for effective training.

TASK

The goal was to create a detailed leadership training program for senior managers, accommodating a large audience and addressing diverse learning needs. The task involved analyzing existing programs and designing a new framework to improve performance and retention.

ACTION

We used data analysis to guide our approach and developed a detailed plan with milestones and timelines. Collaborating with experts, we designed engaging content and created a virtual learners community. This platform included lead training, e-learning modules, and community meetups to enhance the learning experience.

RESULTS

Despite the scale of the challenge, the program was successfully implemented. The learners community added significant value, allowing participants to collaborate and apply their skills. Feedback was positive, with improvements in performance and satisfaction, highlighting the program’s effectiveness.

Change Management
214

Delivering Impact Training Communication @ St. Jude

Delivering Impact Training Communication @ St. Jude

  • Client St. Jude Children Research Hospital
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I created a 3-4 minute video to showcase Salesforce Marketing Cloud quickly. By working closely with the Marketing Director, we crafted a compelling story and produced the video on time. This project demonstrated the value of teamwork, problem-solving, and adaptability.

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SITUATION

We had recently developed an eLearning module for Salesforce Marketing Cloud, intended to help the marketing team communicate with donors and sponsors. The director needed a video to highlight the tool’s features and generate excitement.

TASK

The director required a video quickly, with a tight deadline of 3-4 minutes. The challenge was heightened by the lack of text-to-speech licenses, making voice-over work difficult. The goal was to create an engaging video that showcased the tool effectively.

ACTION

I developed a plan to meet the tight deadline. Collaborating closely with the director, we crafted a clear, engaging script. We aimed to complete the script by Friday, produce the video on Saturday, and edit it on Sunday.

I used my video production skills to create engaging visuals that highlighted the tool’s features. Given licensing constraints, I recorded the voice-over myself and synchronized it with the visuals. Our close collaboration ensured the video aligned with the team’s vision.

RESULTS

The video was completed on time and well-received by the team. It successfully generated excitement and effectively showcased the tool’s features. This project demonstrated the value of rapid problem-solving, effective communication, and adaptability under tight deadlines.

Instructional Design
235

The Training that Created Customer Service Champions @ Royal Caribbean Group

The Training that Created Customer Service Champions @ Royal Caribbean Group

  • Client Royal Caribbean Group
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In response to new crew members lacking guest service skills, the “Product Knowledge Championship” emerged as an effective solution. This fun and engaging approach successfully improved knowledge and enthusiasm, resulting in better guest experiences. Teams showed great customer service skills, creating an energetic atmosphere that impressed top management and attracted interest from other departments.

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SITUATION

Our goal for dining room service was to impress guests with a beautiful setting, delicious food, and excellent service. However, many new crew members didn’t have the knowledge or experience needed, making it hard to meet guest satisfaction targets.

TASK

Traditional training methods were not practical or resource-efficient. I needed a way to quickly teach new crew members essential skills without draining resources or disrupting their work.

ACTION

I created the “Product Knowledge Championship” as a fun and effective way to teach product knowledge and customer service skills. Crew members were divided into teams, each with a team leader. I provided a list of 30 key customer service phrases to improve guest interactions.

The competition had two main goals: team members had to memorize the phrases and demonstrate their use with energy and enthusiasm. The focus was on both learning and providing great service.

We planned the competition carefully, giving time for memorization and practice while minimizing disruptions to work. The format encouraged excitement, teamwork, and a competitive spirit.

RESULTS

The Product Knowledge Championship was a great success. Teams showed enthusiasm and dedication in memorizing the phrases, creating a fun, team-oriented atmosphere.

The crew members quickly applied their new skills to real guest interactions, improving the dining experience. Senior management was impressed by the crew’s engagement, and other departments wanted to adopt this approach.

In conclusion, the Product Knowledge Championship effectively equipped new crew members with the necessary skills, improved guest experiences, fostered enthusiasm, and gained interest from leaders across the organization.

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