Portfolio

Good questions.
Useful work.

Learning strategy and talent development are my main focus. These examples show how I use measurement and UX research to understand a problem and help a team decide what to do next.

Each case includes the story and examples you can look at more closely. I’ve labeled rebuilt visuals and synthetic material so you know what you’re seeing.

01

Learning measurement & evaluation

Learning measurement & behavior transfer

I created a strategy for Kirkpatrick Levels 1 to 3: reaction, learning, and behavior. I also conducted a mixed-method study of workplace application after 90 days. The team revised and adopted its evaluation strategies across Levels 1 to 4.

Learning strategy and workplace research
What it shows
Strategy authorship and a mixed-method study of workplace application.
Inside the case
The strategy, follow-up study, evidence worksheet, and dashboard concept.
02

UX research / Telematics / 2019

Distracted driving research

I led two phases of interviews to understand how drivers felt about distraction and what would make an app useful to them. I used the findings to help the team consider possible features.

UX research and product direction
What it shows
How I led the study and interpreted the findings for the team.
Inside the case
A two-phase study map, analysis workflow, research themes, and rebuilt persona summaries.

Learning quality / 2018

The standards behind the learning.

I created rubric materials and an implementation plan for Nationwide Academy. The documents connect learning quality criteria with reviewer calibration and a process for collecting and reviewing scores.

  1. 01

    Define the criteria

    Describe what reviewers should look for in the learning experience.

  2. 02

    Calibrate the review

    Use the scoring descriptors and review process to discuss judgments.

  3. 03

    Review the work

    Consider instructional design, engagement, UX, assessment, and accessibility.

  4. 04

    Bring the evidence together

    Collect scores quarterly and use the review process to discuss the work.

I wrote the rubric materials and implementation plan. Rollout was still in progress in the available record.

About this work

I developed criteria, reviewer guidance, and an implementation plan to support consistent reviews of learning quality.

The work in motion

See how I approach measurement.

This example follows one handoff behavior and the evidence we could use to understand it. Play the demo or choose a scene to see how a finding could support a leadership decision.

A closer look · 32 seconds

How I would measure learning transfer

A handoff example that connects a behavior to evidence and a leadership decision.

Practice demonstration · Synthetic example

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Make the handoff clear. Use the job aid to name an owner, the next step, and a due date.

I created this example to explain my measurement approach. The handoff and findings are synthetic, and the decision is conditional.

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  1. 01 / Define the behavior

    Make the handoff clear.

    Use the job aid to name an owner, the next step, and a due date.

  2. 02 / Plan the evidence

    Look at the work over time.

    Compare work samples before and after learning. Observe the work and ask follow-up questions.

  3. 03 / Understand the gap

    Find out why the gap remains.

    In this synthetic example, the owner is missing. Does the workflow make responsibility clear?

  4. 04 / Choose the next step

    Use the findings to choose a response.

    If responsibility is unclear, work with the process owner to clarify it. Review another handoff to see what happens.

This is a practice example. Measured improvement, adoption, and return on investment have not been established.

Explore the measurement example

The wider practice

Other parts of my practice.

These frameworks explain how I plan learning and investigate workplace needs.

Learning strategy

My approach to learning design

I start with the task people need to perform. I check whether they need practice, clearer expectations, or better tools before deciding what to build.

Illustrative framework preview

A practical flow for choosing the right intervention

Illustrative method · Created for this portfolio
01Diagnose

Clarify the performance need and the conditions around the work.

02Decide

Separate learning needs from workflow, policy, tool, or incentive problems.

03Design

Choose support that fits the behavior people need to practice.

04Transfer

Build practice, feedback, and point-of-work support into the experience.

05Measure

Check what changed and how far the evidence supports the conclusion.

I created this framework to explain the approach. It leaves out proprietary processes, and historical use of each stage still needs supporting evidence.

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Approach

  • Needs analysis and investigation of the causes
  • Deciding where learning or workflow support can help
  • Instructional design standards and rapid prototyping
  • Working with leaders and distributed teams

Research and analytics

Helping leaders make sense of employee feedback

Leaders needed to understand what employee feedback could tell them. The approach connects survey design to data-quality rules and reporting, with clear limits on how small groups are represented.

Synthetic public preview

A listening system leaders could use

Synthetic data · Wave 1 results excluded
01Survey architecture

Questions tied to a defined work episode

02Reliability rules

Check evidence quality before drawing a conclusion

03Privacy governance

Protect small groups and sensitive results

04Executive story

Explain the finding and who can act on it

The example explains the survey structure and rules for reviewing the data. Respondent comments, results for individual leaders, and internal metrics are excluded.

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Approach

  • Survey design and question review
  • Qualitative coding and theme synthesis
  • Dashboard layout, reliability checks, and privacy rules
  • Clear reporting and practical next steps

Research and UX

Using research to understand what people need

The tools and policies around a task affect whether people can use what they know. I use research and UX methods to understand those conditions before recommending support.

Illustrative fieldwork reconstruction

Using observation to find useful improvements

Generalized workflow · findings withheld
01Observe

Watch people use their tools and make decisions during the task.

02Code

Organize moments of effort, delay, workaround, and recovery.

03Prioritize

Look for recurring difficulties and check their context.

04Recommend

Give the responsible team a practical next step and explain the limits of the evidence.

This sequence explains a reusable field research method. Original observations, employee details, and employer findings are excluded.

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Approach

  • UX research operations and platform governance
  • Usability research, experience mapping, and task analysis
  • Research playbooks and human-centered upskilling
  • Planning for adoption and support during the work

Decisions in practice

How I approach learning and delivery.

Examples from my work in discovery, prioritization, and evaluation.

Investigating a training request

Training is one possible response, so I start with discovery. What’s the business problem? What are people doing now, and what should they be doing? I investigate whether the gap involves skills, a process, tools, or incentives. I talk with the requester, managers, and people doing the work, and review the data already available.

At Nationwide, I built the team’s first intake process for e-learning requests so we asked those questions before development began. The response could be a course, a job aid, or a process change. I want us to agree on what would help before we commit to a build.

Making delivery tradeoffs visible

At Nationwide, my team had more requests than we could handle. I built a three-tier build menu and an hours estimation guide. We sized requests so stakeholders could compare the effort involved in a high-fidelity build with a lighter approach.

We considered business impact, deadlines, and how many people the work would reach. When two leaders both viewed their requests as urgent, I brought them the estimates and the implications for delivery. That gave them a concrete tradeoff to resolve together.

Changing the evaluation standard

At Nationwide Academy, evaluation was focused on learner reactions. I made the case for Kirkpatrick’s New World Model, standardized our Level 1 and Level 3 surveys on a five-point scale, and rebuilt evaluation for more than 100 courses.

I presented the approach to the enterprise Nationwide Learning Leaders Council, which adopted the standard across the enterprise. The decision expanded the evaluation approach to include questions about behavior after training. My synthetic-persona example shows another way I worked with leaders to clarify what the evidence could support.

Checking application in the workplace

Completions show participation. Satisfaction surveys capture the learning experience. To assess application, I investigate behavior on the job through follow-up surveys with learners and managers, existing performance data, and conversations about what helped or got in the way.

At Allstate Claims, I created the Levels 1–3 measurement strategy, and the team revised and adopted its approach across Levels 1–4. I conducted a Level 3 study of workplace application. The mixed-method study included learner and leader interviews, surveys, and stratified sampling. We examined the frequency of job tasks after onboarding, and I worked to make performance objectives measurable so application could be assessed in the field.

When learning isn’t being applied, I investigate manager support, tools, opportunities to practice, and the learning itself. I keep the learning experience and workplace transfer distinct so we can decide where support needs to change.

Changing an approach that wasn’t working

At Nationwide, e-learning builds took six to eight weeks. We were dealing with late stakeholder feedback and rework. I moved the team to a SAM-based agile process so stakeholders could review rough versions early. I also introduced rubrics describing what good work looked like and a tiered build menu to make scope clear at the start. Development time dropped to about three weeks.

During the SkillPort-to-Meridian migration, I moved us to a full QA pass on every course so we could identify what was breaking. I led a team of about 10, and we fixed roughly 100 broken courses in about two weeks.

Assessment & development

Give people a clear way to assess the work.

This prototype shows how I would use a rubric to review a coaching plan. It connects a clear expectation to a work sample and a development action.

A closer look · 32 seconds

What a useful coaching plan includes

A rubric example showing how a work sample can lead to a specific development action.

New illustrative prototype · Synthetic example

Loading the motion demo…

Make the coaching plan usable. Agree on what a useful plan includes before assessing the work.

I created this prototype for the portfolio. It illustrates one criterion. Validation and historical employer use have not been established.

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  1. 01 / Define the competency

    Make the coaching plan usable.

    Agree on what a useful plan includes before assessing the work.

  2. 02 / Describe the evidence

    Be clear about what to look for.

    Look for a practice action, a chance to apply it, and a follow-up point.

  3. 03 / Review the sample

    Check the plan against the rubric.

    Synthetic sample: After Tuesday’s client call, bring one example to Friday’s coaching check-in. The plan still needs a specific practice action.

  4. 04 / Agree on the next step

    Agree on a useful next step.

    Discuss which practice action is missing. Name one questioning behavior to practice.

The work sample and assessment are illustrative. Historical delivery, employer use, and effectiveness have not been established.

Work together

Have a learning problem you’re working through?

Tell me what the team is trying to accomplish and where people need support. I’d be glad to discuss it.

Email Dennis