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PORTFOLIO HEA THER L. PORT ERFI E LD

Portfolio

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Examples of my work over the years.

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Page 1: Portfolio

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AMERICAN RED CROSS/DHS INITIATIVEProject Description:

The American Red Cross won a $6.5 million grant from the Department of Homeland Security to create six Web-based courses, one instructor-led Train-the-Trainer course and a table-top exercise.

The course topics included:

• WMD Overview• National Incident Management System and

National Response Plan• Mass Care• Bulk Distribution• Mass Sheltering• Disaster Mental Health

The table-top exercise was designed to assist NGOs to plan and coordinate logistics following a terrorism incident. The Train-the-Trainer course taught learners how to facilitate the table-top exercise.

These courses were designed to incorporate immersive scenarios to provide an authentic environment with feedback in the form of newspaper headlines. A timer created a sense of urgency with visual cues regarding progress. Learners were provided resources and had to seek out information as they would in a real disaster scenario. Learners’ assumptions also were challenged to create an opportunity for reflect.My Role:

I served as Project Lead and lead instructional designer.

As Project Lead, I was responsible for ensuring that the project met budget and time deadlines. In addition, I served as main point of contact between our vendor and government connections. I supervised a staff of four as well as managed the $6.5 million budget.

As lead instructional designer, I reviewed all deliverables for instructional soundness as well as quality and worked closely with the vendor to ensure deadlines were met.

Development Tools: Adobe Flash

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PRINCIPLE-BASED DECISION MAKINGProject Description:

Principle-Based Decision Making: Positive Employee Relations was designed to introduce managers of people to the Principle-Based Decision Making process regarding issues with employees at Freddie Mac.

In this Web-based course, I introduced scenario-based instruction to provide managers with real-world employee issues regarding performance.

The course takes the manager through three scenarios that build in depth and complexity to resolve three different types of issues.

Each scenario simulates dialogue with employees and provides specific feedback depending on the manager’s answers to questions.

My Role:

I served as instructional designer and developer on this project. I designed the course using Freddie Mac’s storyboard template and corporate resources provided by the subject matter expert.

This course was published to SCORM standards and was loaded on the company’s learning management system.

Development Tools: Trivantis Lectora and Adobe Flash

Page 4: Portfolio

CAMEL SNUS PRICINGProject Description:

This Web-based course provides an overview of the pricing structure for CAMEL SNUS.

For Trade Marketing Territory Managers, this course introduces the pricing structure for a new product and provides exercises in calculating suggested manufacturer’s pricing for different situations around the country.

Scenarios were used to introduce the Territory Manager to a pricing calculation to recommend pricing to retailers.

My Role:

In addition to serving as project manager, I designed and developed the courseware, working with subject matter experts on the content to ensure the course was instructionally sound.

Development Tools: Adobe Photoshop and Trivantis Lectora

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MANAGER SELF-RELIANCEProject Description:

This Web-based course provides an overview of the Company’s HR Policies and Practices for managers.

This course provides manager’s with the ability to access company policies and practices along with scenarios for situations with employees who may be in violation.

My Role:

In addition to serving as project manager, I designed and developed the courseware, working with subject matter experts on the content to ensure the course was instructionally sound.

Development Tool: Adobe Photoshop, Trivantis Lectora

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MYTALENT OVERVIEWProject Description:

This Web-based course provides an overview of the Company’s performance management system, MyTalent.

This course provides an overview to functionality of the new performance management system, such as adding goals, managing the employee’s profile, and editing the individual development plan.

This course contains detailed demonstrations to use the system appropriately.

My Role:

In addition to serving as project manager, I designed and developed the courseware, working with subject matter experts on the content to ensure the course was instructionally sound.

Development Tools: Adobe Captivate, Adobe Photoshop, Trivantis Lectora

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CORPORATE SOCIAL RESPONSIBILITYProject Description:

This Web-based course provides an overview of the Company’s Corporate Social Responsibility initiative.

This course offers incentives for employees to embrace social responsibilities through the use of stories of previous and ongoing initiatives that impact the environment, community as well as civic engagements.

My Role:

I served as project manager on this project, working closely with the internal client and vendor to ensure that the compliance rules and regulations were communicated in an effective manner.

I also ensured, through my instructional design experience, that the course was instructionally sound.

Development Tools: Adobe Flash, Trivantis Lectora

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MARKETING COMPLIANCEProject Description:

This Web-based course provides an overview of Marketing Compliance rules and regulations for operating in an FDA-regulated environment.

The course compares current rules and regulations with future rules by using presentation and explore strategies. Topics covered in this course include outdoor advertising, brand usage and sponsorships, along with guidance from current laws.

My Role:

I served as project manager on this project, working closely with the internal client and vendor to ensure that the compliance rules and regulations were communicated in an effective manner.

I also ensured, through my instructional design experience, that the course was instructionally sound through concise learning outcomes and valid knowledge checks.

Development Tools: Adobe Flash

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INTRODUCTION TO LEASESProject Description:

This project introduces dealership Salespersons to the concept and types of leasing.

The course is devised of comparative strategies between the different types of leases. It also reviews the leasing process.

My Role:

I served as project manager , instructional designer and developer on this course. I used rapid development techniques to storyboard and develop the course at the same time. I worked from instructor-led materials and conferences with SMEs and stakeholders to finalize the content.

Development Tools: Adobe Photoshop, Trivantis Lectora. Microsoft PowerPoint

Click to view more screens of the course.

Page 10: Portfolio

PRODUCT AND INDUSTRY OVERVIEWProject Description:

This course is an introduction to Volvo Trucks (a Mack Trucks course was also developed) and the commercial trucking industry.

The course contains a history of the brand, a comparison of the models as well as detailed exercises in product knowledge.

My Role:

I served as project manager and instructional design quality control. I worked closely with a vendor and product manager to finalize content. The original course could not bookmark a learner’s progress so I imported the individual page movies into the course templates to ensure bookmarking would work.

Development Tools: Adobe Flash and Photoshop, Trivantis Lectora

Click to view more screens of the course.

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INTRODUCTION TO ELECTRICAL SYSTEMS

Project Description:

This course was the first of a solution of three courses introducing Service Technicians in dealerships about electrical systems, including atom construction, circuits, circuit types, Joule’s Law and Ohm’s Law.

This course is heavy in animation and graphical explore strategies to break down content in a manageable manner.

My Role:

I served as project manager and instructional design quality control. I also started development on this course, which was handed over to another developer because of workload. In addition, I created several illustrations , graphics and animations.

Development Tools: Adobe Flash and Photoshop, Trivantis Lectora

Click to view more screens of the course.

Page 12: Portfolio

EXHAUST AFTERTREATMENT SYSTEM OVERVIEW

Project Description:

This Web-based course provides an overview of the Exhaust Aftertreatment System for both the Mack and Volvo truck brands.

This self-directed online course is intended for Service Technicians at dealerships to help them understand how the system works for each vehicle.

My Role:

I served as project manager on this project as well as instructional designer. I storyboarded the course based on requirements defined with the stakeholders and SMEs.

Development Tools: Adobe Flash and Photoshop, Trivantis Lectora

Page 13: Portfolio

MARKET AREA PARTS POTENTIAL OVERVIEW

Project Description:

This self-directed Web-based course provided an overview of a new Web-based application, called Market Area Parts Potential or MAPP.

MAPP takes data from Polk and combines it with dealer the dealership enters in their Dealer Management System to create unique reports about their customer’s buying habits regarding parts.

Intended for Parts Managers and Outside Salespersons, this course introduces the application and its reports, show the learner how to run the reports as well as how to interpret the reports.

This course includes interpretive exercises that allows the learner to review actual report data and answer real business questions.

My Role:

I served as instructional designer as well as developer. I storyboarded the course based on requirements defined with the stakeholders and SMEs. I was granted access to the system and learned how to run reports and interpret the data as the learner is required.

Development Tools: Adobe Photoshop, Trivantis Lectora

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MAPP: GROWING YOUR PARTS BUSINESSProject Description:

This course was designed to help Parts Managers and Outside Salespersons to grow the Parts business within a dealership.

In order to increase the level of learning transfer, I incorporated branching scenarios along with individual and group brainstorming exercises to stimulate action after the course was completed. After the learner took each scenario, they were provided coaching based on their answers to certain questions, such as:

• How did you do in the scenario?

• How familiar are you with your local market competition?

• Do you emphasize your strengths?

• Do you mitigate your weaknesses?

• Do you utilize your value proposition?

We increased accountability and chance for learning transfer for the course by encouraging follow-up with the Parts Managers by the Regional and District Parts Managers.

My Role:

I served as instructional designer as well as developer. I storyboarded the course based on requirements defined with the stakeholders and SMEs. I was granted access to the system and learned how to run reports and interpret the data as the learner is required.

We held a half-day design meeting with SMEs to lay out the branching of the scenarios to ensure we had a real-world response and action within the scenarios.

Development Tools: Adobe Photoshop, Trivantis Lectora

Click to view more screens of the course.

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REGIONAL TRAINING EVENTS--2012Project Description:

This project consisted of 11 instructor-led courses for the Regional Training Events. Each course provided insights into marketing concepts and tools regarding various subject matter, such as Marketing Tools, Proprietary Products or Business Solutions.

Every course contained brainstorming and other activities designed to lead the learners to developing a succinct marketing plan that was actionable as soon as they returned to the dealership.

My Role:

My role on this project was designer and developer of seven out of the 11 courses, although I had instructional oversight and input on all courses.

Development Tools: Adobe Photoshop, Trivantis Lectora

Click to view more screens of the course.

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ADVANCED WARRANTY ADMINISTRATIONProject Description:This course was designed for Warranty Administrators who have been in their role for at least a year.

The premise behind this course was to show learners that implementing best practices and engaging others involved in the warranty process would improve their dealership’s opportunities to recover more income from warranty claims.

Using intensive exercises designed to build influencing knowledge and skills led to the development of an action plan for implementing a best practice discovered during the exercises.

Learners were required to implement their action plans as well as turn in evidence of their plans to the instructor. They also were encouraged to participate in a post-course forum.

My Role:

I served as instructional designer as well as developer. This course required extensive research and analysis to determine that influencing skills were needed to complete the course structure.

Development Tools: Adobe Photoshop, Trivantis Lectora

Click to view more screens of the course.

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CONTACT

INFO

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[email protected]

(336) 692-6833

Web Site: