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Trainer Certification

\Process Design and Delivery\

Train-the-Trainer, Instructor-Led

Designed Process, Deliverables, and Session Experience



Worked alongside the company's President, and CEO to design a process whereby company facilitators train client facilitators and independent consultants from around the world to deliver content from the flagship program. I designed the certification process, deliverables, follow-up coaching and resources in this pilot initiative, which continues generating revenue.


  • Conducted interviews with the company's President and CEO to solidify core content teach

  • Ratified this decision with other key stakeholders in the company

  • Designed the certification process while continually reviewing and implementing with company leadership

  • Assisted in communicating with candidates to set the right expectations before the workshop

  • Accompanied the master trainer to a majority of our delivery workshops where I filmed the session with multiple camera and audio inputs.

  • Edited all video as a produced playlist offered as a follow-up resource to candidates

  • Continued to collaborate with master trainer in delivering coaching resources to candidates following their session


  • Designed the certification process involving pre-work, session design and delivery, and follow-up coaching for all candidates

  • As pre-work, designed all candidate communications, agendas, and assignments

  • As session delivery, created the all-inclusive Facilitator Certification Guide, an in-depth, 100+ page manual describing expectations, delivery methodologies, scripted teaching flow, and visual references

  • As follow-up, created a video playlist of the recorded session and designed the facilitative coaching learning path to certification

  • This process has been replicated for 5 years, deployed among several key client relationships and international consultant relationships to grow the business

Train-the-Trainer, VILT

Design Update for Virtual Delivery


Live instructor-led training dramatically shifted to virtual delivery among all clients, a new demand that is sure to stay. The materials and resources needed to align and update with the new format. A different delivery format also meant different ways to engage the learner where I introduced new virtual learning activities company-wide and included them in the certification training.

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  • Collect data and scope the project with internal account managers delivering to client candidates

  • Oversee review process, considering which teaching methodologies carried over to virtual delivery, and which needed to be replaced to more engaging learner experiences

  • Convert existing live, instructor-led facilitator guide to interactive pdf-writable format, leveraging navigation, note-taking, and hyperlink functionality for enhanced learner/user experience

  • Implement new teaching flow into the design, watching session recordings from master facilitator to use-case audiences


  • Updated facilitator guide in pdf-writable format and user interaction

  • 12 Produced tutorial videos where I demonstrated the facilitation to engaging and new virtual classroom learning activities

  • Process updates to the pre-work, session delivery, and follow-up resources delivered to facilitator candidates

  • Completed and aligned design (graphic and instructional) for either use-case in trainer certification: Live Instructor-Led or VILT

Train-the-Trainer, Self-Paced Online Cohorts

Designed Training for Online Cohorts


I designed a simplified trainer certification process for online cohorts. Once completing the online coursework, learners may apply to become a certified cohort lead and guide their team or department cohort through the online learning. Where all the heavy instruction is self-contained, any student can feel comfortable hosting team check-in calls where they discuss insights and application toward their initiatives.


  • Analyzed project scope and determined early on to implement instructional design practices from Merrill's First Principles of Instruction, beginning with exploring a problem

  • In order for a learner to feel real application from this material, where it was all self-guided, they needed to relate their outcomes and application to a "business challenge" particular to their role

  • Designed a content draft stemming from this identified "business challenge," and implemented application and integration concepts into the cohort-led debrief calls

  • Foundational learning occurs at the course level, while application and integration occur during the trainer-led cohort calls

  • Conducted content review meetings with company leadership and designed an updated learner dashboard specific for this delivery

  • Implemented "Tell-Show-Do-Review" into the teaching cadence, segmenting out the standard module flow to alternate between cohort debrief calls

  • Scheduled a pilot launch with 3 international facilitator candidates

  • Conducted the pilot program over a 5-week timeframe with weekly cohort calls and homework assignments.


  • Training in a box materials

  • T3 Online Training Guide, separate from other facilitator guides, designed more around the facilitation of cohort discussion and less on a scripted flow

  • Accompanying T3 Online Cohort Slides, which training candidates follow in their cohort discussions

  • Final package of design drafts, final trainer materials, video recordings of all cohort calls, and summary findings to later implement within the company

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