Sales Leadership Recruiting
Built a dealer relations leadership team for a musical instrument manufacturer expanding its wholesale market. The dealer network grew by more than 500%.
- Headcount
- 10+
- Situation
- Brand growth
- Sales enablement
- Services delivered
- Recruiting
- Onboarding & orientation
- Technology
- Applicant tracking system
Startup Go-to-Market Team Design & Recruiting
Stood up the first sales and operations team for an equipment manufacturing startup in the entertainment industry. The product was adopted across the entertainment industry, and the company earned recognition in top-tier media, including The Tonight Show.
- Headcount
- 10+
- Situation
- Startup
- Product launch
- Sales enablement
- Services delivered
- Organization design
- Staffing plans
- Recruiting
- Onboarding & orientation
- Technology
- Applicant tracking system
Training and Development Team Transformation
Scoped and recruited the new operations learning and development team to support increased demand by a healthcare organization bringing dozens of roles in-house. The team expanded onboarding and development support to 10,000+ employees at 180+ locations and made training records more accurate and convenient.
- Headcount
- 10+
- Situation
- Insourcing
- Rapid growth
- Multi-site rollout
- Change management
- Services delivered
- Workforce planning
- Recruiting
- Onboarding & orientation
- Training & development
- Technology
- Intranet knowledge hub
- Learning management system
- Applicant tracking system
Marketing Team Design and Recruitment
Designed and recruited marketing talent for a fast-growing financial services company preparing to go public. After going public, it acquired its nearest competitor and rose to the number one ranking in its industry segment.
- Headcount
- 20+
- Function
- Marketing
- Product Development
- Situation
- Rapid growth
- IPO
- Acquisition
- Services delivered
- Organization design
- Staffing plans
- Recruiting
- Technology
- Applicant tracking system
Housekeeping Team Orientation
Created a multilingual onboarding program for housekeeping teams brought in-house from a vendor. New hires onboarded faster, CMS compliance findings fell, and training records became more accurate and convenient.
- Headcount
- 1,000+
- Situation
- Cost reduction
- High turnover
- Regulatory compliance
- Multi-site rollout
- Change management
- Insourcing
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- E-learning
- Video production
- Quick reference guides
- Posters & collateral
- Translation & localization
- Train-the-trainer
- Facilitator guides
- Safety training
- System training
- Competency framework
- Technology
- Intranet knowledge hub
- Learning management system
Equipment Management Team Orientation
Built a new onboarding program for equipment management teams including illustrated step-by-step procedures, and systems training. Compliance with the new equipment management practices rose by 90%+ and equipment rentals and losses fell by millions of dollars.
- Headcount
- 500+
- Situation
- Cost reduction
- Rapid growth
- Multi-site rollout
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- Quick reference guides
- System training
- Technology
- Intranet knowledge hub
- Learning management system
Food and Nutrition Team Orientation
Created a multilingual onboarding program for food and nutrition teams brought in-house from a vendor. New hires onboarded faster, food health and safety compliance findings fell, and training records became more accurate and convenient.
- Headcount
- 1,000+
- Function
- Food & Nutrition Services
- Situation
- Cost reduction
- High turnover
- Regulatory compliance
- Multi-site rollout
- Insourcing
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- E-learning
- Video production
- Quick reference guides
- Posters & collateral
- Translation & localization
- Train-the-trainer
- Facilitator guides
- Safety training
- System training
- Competency framework
- Technology
- Intranet knowledge hub
- Learning management system
Waste Handling Compliance Program Build
Built a multi-state onboarding program for employees and contractors on waste handling and segregation under RCRA and state rules. Awareness of the regulations and proper waste handling increased across the workforce and risk of compliance penalties fell by millions of dollars.
- Headcount
- 200,000+
- Situation
- Regulatory compliance
- Multi-site rollout
- Change management
- High turnover
- Incident response
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- Curriculum design
- E-learning
- Posters & collateral
- Train-the-trainer
- Facilitator guides
- Translation & localization
- Scenario-based training
- Safety training
- Technology
- Intranet knowledge hub
- Learning management system
Offshore Customer Service Team Orientation
Documented proprietary standard operating procedures for a pilot of offshore specialist and analyst teams acting as a shared service for 180+ domestic hospitals. The global team was onboarded and service standards were defined and sustained throughout the pilot.
- Headcount
- 500+
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- Standard operating procedures
- System training
- Technology
- Intranet knowledge hub
- Learning management system
Distribution Center Safety Program Build
Implemented a multi-state OSHA safety training at 10+ distribution centers, offering frontline leadership teams a continuously updated curriculum and tracking mechanism to build a safety culture across a high turnover workforce. Safety training became more frequent and consistent, and safety incidents decreased.
- Headcount
- 1,000+
- Situation
- High turnover
- Regulatory compliance
- Multi-site rollout
- Services delivered
- Training & development
- Operations training
- Safety training
- Train-the-trainer
- Facilitator guides
- E-learning
- Technology
- Intranet knowledge hub
- Learning management system
Pharmacy Leadership Pipeline Development
Built a 10-month cohort-based training program to prepare current pharmacy team members to become pharmacy leaders. The program was facilitated by internal subject matter experts and peer mentors covering operational leadership topics not addressed by pharmacy schools and licensing bodies. It ensured a ready base of talent available to step up as leadership roles opened across the company.
- Headcount
- 150+
- Situation
- High turnover
- Multi-site rollout
- Regulatory compliance
- Financial stewardship
- Services delivered
- Leadership development
- Training & development
- Operations training
- Curriculum design
- Cohort program
- Train-the-trainer
- Facilitator guides
- Scenario-based training
- Technology
- Intranet knowledge hub
- Learning management system
Supply Chain Leadership Pipeline Development
Audited and updated the curriculum for a multi-year program that trained up supply chain directors for a 180+ hospital network. Following audits, cohort members could certify as supply chain directors faster and the director pipeline became stronger and more efficient.
- Headcount
- 150+
- Situation
- High turnover
- Multi-site rollout
- Regulatory compliance
- Financial stewardship
- Services delivered
- Leadership development
- Curriculum audit
- Training & development
- Operations training
- Cohort program
- Train-the-trainer
- Facilitator guides
- Scenario-based training
- Technology
- Intranet knowledge hub
- Learning management system
Career Path Design for Entry-Level Roles
Created a multi-tier development roadmap for entry-level supply chain roles working across nearly 200 hospital and distribution center locations. The program provided clear, achievable role growth, and job satisfaction and retention rose among first-year hires.
- Headcount
- 2,000+
- Situation
- Flatlining professional development
- Multi-site rollout
- High turnover
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- Career path design
- Competency framework
- Scenario-based training
- Train-the-trainer
- Facilitator guides
- Technology
- Intranet knowledge hub
- Learning management system
Inventory Management System Training
Built workflow diagrams, step-by-step procedures, and facilitator presentations to drive adoption of a new inventory forecasting tool across 10+ distribution centers. With education and change management, tool proficiency increased, leading to better inventory management visibility and practices, and a reduction in overstock and stock-out errors.
- Headcount
- 100+
- Situation
- System update
- Multi-site rollout
- Change management
- Financial stewardship
- Services delivered
- Training & development
- Operations training
- System training
- Workflow mapping
- Job aids
- Facilitator guides
- Train-the-trainer
- Technology
- Intranet knowledge hub
- Learning management system
Negative Customer Reviews Training Response
In response to an increase in negative customer reviews and mistrust, built a scenario-based training module refreshing automotive customer service leaders on the basics of earning customer confidence. As a result, automotive executives reported overall improved customer satisfaction from service representatives.
- Headcount
- 10,000+
- Services delivered
- Training & development
- Operations training
- Curriculum design
- E-learning
- Scenario-based training
- Video production
- Technology
- Intranet knowledge hub
- Learning management system
Automotive Sales Training Support
Built interactive e-learning teaching automotive sales staff to match vehicle features to what buyers want during a flat product cycle. Job performance and vehicle sales both rose.
- Headcount
- 20,000+
- Situation
- Flat product sales
- Sales enablement
- High turnover
- Services delivered
- Training & development
- E-learning
- Video production
- Technology
- Learning management system
Sales Team New Hire Training
Produced model-specific video tutorials on the company intranet to onboard frontline sales hires consistently amid high turnover. New hires got up to speed faster, and refreshing product knowledge became easier.
- Headcount
- 10,000+
- Situation
- High turnover
- Sales enablement
- Services delivered
- Onboarding & orientation
- Training & development
- Video production
- E-learning
Hair Stylist Professional Development Academy
Built a video-based online academy teaching advanced and trending techniques to a salon network’s professional stylists. Stylist confidence and capability both rose.
- Headcount
- 200+
- Situation
- Flatlining professional development
- Services delivered
- Training & development
- Video production
- Technology
- Learning management system
Contract Analyst Orientation
Developed an orientation program for a group purchasing organization’s (GPO) new contract analysts. Program included clear, step-by-step workflows with system screenshots. New hires proved able to evaluate contracts correctly with fewer manager escalations.
- Headcount
- 20+
- Function
- Procurement & Contracting
- Situation
- High turnover
- Financial stewardship
- Services delivered
- Onboarding & orientation
- Training & development
- Operations training
- Standard operating procedures
Training Company Re-Organization
Post-sale of a legacy training company, worked closely with new ownership to reposition the agency’s internal capabilities to be able to gain more visibility and business as a strategic, creative training partner.
- Headcount
- 10+
- Services delivered
- Organization design
- Role & work mapping
- Skills gap analysis
- Staffing plans
Marketing Consultancy Re-Organization
Built a new org chart, revised work assignments, and a gap analysis to staff a marketing consultancy scaling its production capacity after a surge in new business.
- Headcount
- 10+
- Services delivered
- Organization design
- Role & work mapping
- Skills gap analysis
- Staffing plans
Mapped the marketing capabilities a financial services company should move in-house, and synchronize to staffing plans, in order to enable rapid brand growth and 99% talent retention over a two-year period.
- Headcount
- 20+
- Services delivered
- Organization design
- Role & work mapping
- Skills gap analysis
- Staffing plans
- Insource vs outsource analysis