Prepared exclusively for Greater Texas Credit Union

Instructional Designer &
Learning & Development Specialist

Creating engaging learning experiences that empower employees, improve organizational performance, and build cultures of continuous learning, statewide, from Austin to every branch.

0Full ID Case Studies
62% STAAR Proficiency: Title I Emergent Bilingual Learners
0Tools, Platforms & Methods
Learning Journey · Statewide
KY

A statewide role deserves a learning path built for the road, designed around Greater Texas's branch network instead of a generic template.

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About Me

From the classroom to the boardroom: same mission, bigger reach

I started my career teaching K-12 students, where I learned that people don't fail to learn because they lack ability. They fail because the experience wasn't designed for how they think, work, and remember. That idea carried me from the classroom into a Learning & Development Specialist role at Harmony Public Schools, and it's still the whole job: the moment someone stops memorizing and starts doing.

  • Adult Learning Theory
  • Instructional Design
  • Curriculum Development
  • Learning Technologies
  • Needs Analysis
  • Stakeholder Collaboration
  • Accessibility (WCAG)
  • Performance Improvement
  • Data-Informed Design
  • Project Management
Credentials
M.S. Criminal Justice, Lamar University B.S. Criminal Justice, Lamar University Texas Educator Certificate Google UX Design Professional Certificate
Front Line

Classroom & Foundations

Teaching, records, and customer service. One lesson: clarity and empathy beat authority.

Ownership

Leadership

Became the go-to person for simplifying confusing tools and processes.

The Shift

Learning Design

Learning & Development Specialist, Harmony Public Schools: needs analysis through evaluation.

What's Next

Future Goals

Bringing that toolkit to Greater Texas Credit Union's onboarding and leadership development.

Fun Facts

A little more about how I work

Lifelong Learner

Always mid-course myself, too.

Accessibility First

Design for the edges of the room first.

UX Design Background

UX case studies keep that muscle active too.

Former Educator

K-12 classrooms taught me to read a room fast.

Problem Solver

Give me a messy process to untangle.

Creative Thinker

I like finding the format that fits the problem.

Always Improving

Everything I ship gets a version two.

Professional Experience

Where the ideas met the classroom, and the deadline

Every role below fed directly into the skills an Organization Development & Training Specialist needs: designing for real constraints, working with people who aren't instructional designers, and proving the work actually landed.

Learning & Development Specialist

Harmony Public Schools · Austin, TX · August 2021 – Present

Most Recent Role
  • Applied ADDIE and backward design to build differentiated curriculum and assessments aligned to state standards
  • Turned performance data into targeted interventions, lifting STAAR proficiency to 62% among Title I Emergent Bilingual learners
  • Partnered across instructional leaders and administrators to align learning with organizational goals
  • Used AI-powered tools like Articulate 360 and Magic School AI to prototype instructional assets faster

Records Specialist

Integrated Screening Partners · Feb 2017 – Aug 2020

Case investigations under strict regulatory compliance (FCRA), building the discipline behind my needs-analysis work.

→ Transfers to: policy & compliance training design

Customer Service Representative

Conn's HomePlus · May 2015 – Jan 2017

Client escalations under real pressure, sharpening stakeholder communication.

→ Transfers to: member-experience & frontline training

Substitute Teacher

KIPP Texas Public Schools · Jan 2021 – Jun 2021

Virtual learning modules, adapting on the fly across unfamiliar classrooms.

→ Transfers to: facilitation across diverse adult learners
Core Strengths

The instructional design toolkit, applied

Sixteen strengths I bring to every project, from a single job aid to a full learning strategy.

Instructional Design Learning Strategy Needs Analysis ADDIE Backward Design Adult Learning Performance Consulting Facilitation Stakeholder Management Leadership Development Accessibility Employee Engagement Curriculum Development Learning Evaluation Project Management Continuous Improvement
Tools & Methods

What I build with

Thirty-two tools, platforms, and methods across six categories, from ID methodology to the engagement tech that keeps learners in the room.

ID Methodology

ADDIEBackward DesignNeeds AnalysisLearner AnalysisBloom's TaxonomyKirkpatrick Model

eLearning Tools

Articulate 360StorylineCaptivateCanvaMultimedia Development

LMS & Platforms

SchoologyBlackboardSuccessFactorsHMH EDSummit K12UdemySkillshare

Assessment & Data

Formative & Summative DesignData AnalysisPerformance Gap AnalysisEduphoria

Engagement Tech

NearpodPeardeckNoRedInkNewselaMagic School AIGoogle for Education

Professional

Stakeholder CollaborationProject ManagementCurriculum DevelopmentUX Design
Featured Projects

Four projects, four different learning problems

Each one walks through the same lifecycle: challenge, research, design, development, implementation, evaluation, lessons learned, and business impact. Expand any card for the full breakdown.

Help Managers Support Deaf Employees

Corporate Managers · Storyline 360 · Rise · PDF Job Aid

A branching story and quick-reference guide that help managers run genuinely inclusive meetings with Deaf employees.

AccessibilityBranching ScenarioNeeds Analysis
View Case Study
Challenge

Managers often default to spoken-first habits, like talking over one another or dropping visual cues, that unintentionally exclude Deaf team members from meetings and casual communication.

Research

Needs analysis focused on real meeting and communication scenarios managers face, to keep the training grounded in situations rather than abstract etiquette rules.

Design

Chose a branching interactive story so managers make real decisions inside realistic scenarios, backed by a short companion guide for reference after training.

Development

Built the interactive story in Storyline 360, the companion guide in Rise, and a standalone PDF quick-reference checklist, linked out via a button rather than embedded, so it drops cleanly into any LMS.

Implementation

Packaged as three linked pieces (story, guide, checklist) so managers can revisit just the piece they need in the moment.

Evaluation

Decision points inside the branching story double as embedded knowledge checks, rather than a bolted-on quiz at the end.

Lessons Learned

A single checklist people can pin near their desk often changes behavior faster than the training module that taught it.

Business Impact

Gives managers a concrete, repeatable communication practice that supports a more inclusive, better-informed workplace for Deaf employees.

See the Full Spotlight ↓

Medical Records Parent App: UX Case Study

Independent UX Project · Figma Prototype

Interactive

↑ Click to try the interactive prototype (opens in a new tab).

A children's health-records app for parents managing multiple kids' immunizations, appointments, and school or camp paperwork.

UX DesignHealthcareAccessibility
View Case Study
Challenge

Parents juggling multiple children's health records needed to find and print the right form fast, often at pickup time for school, sports, or camp.

Research

Mapped the job down to three core tasks: view records across multiple children, print a record or form in minimal steps, and track upcoming or overdue healthcare needs.

Design

Designed a flow of log in → select child → dashboard → record details → print → confirmation, prioritizing minimal clicks and a clean, high-contrast healthcare aesthetic.

Development

Prototyped in Figma across desktop, tablet, and mobile, including add/manage multiple children, allergy updates, reminders, and notification preferences.

Implementation

Structured every screen with icon-plus-text labeling so the app stays legible for parents scanning quickly, not reading carefully.

Evaluation

Reviewed the full prototype for dead ends, inconsistent navigation, incorrect button destinations, and missing edge-case screens.

Lessons Learned

Parents don't want a records viewer. They want a "print this in under 30 seconds" tool, which reframed several screens around speed over completeness.

Business Impact

Demonstrates end-to-end UX thinking, including needs analysis, flow design, accessibility, and critique, applied to a genuinely high-stakes, time-pressured task.

Open Prototype ↗

Professional Development Training

Riverside Unified School District · "Navigating Your New LMS: A Teacher's Guide to Schoology"

Video

An eLearning storyboard supporting a district-wide Schoology rollout for teachers with widely varying comfort with new technology.

StoryboardingeLearningTechnology Rollout
View Case Study
Challenge

Rolling out a new learning management system to a district of teachers with very different comfort levels with new technology risks losing the least tech-confident teachers entirely.

Research

Identified the small set of tasks teachers needed on day one, rather than trying to teach the entire platform up front.

Design

Storyboarded a sequence that builds confidence task-by-task, pairing each new screen with the classroom scenario it solves.

Development

Turned the storyboard into a structured eLearning module, matching format to Riverside's existing training tools.

Implementation

Sequenced for self-paced completion, so teachers could return to just the section they needed before a specific class.

Evaluation

Built around task-completion checkpoints rather than a single end-of-module quiz.

Lessons Learned

Teachers didn't need to understand Schoology. They needed to trust it wouldn't embarrass them in front of a class on day one.

Business Impact

A smoother technology rollout with less reliance on real-time IT support during the first weeks of use.

Interactive eLearning Modules

TechBridge Solutions · Corporate Onboarding

Video

A needs analysis and course outline replacing an inconsistent, ad-hoc new-hire experience with a structured one.

Needs AnalysisOnboardingCourse Design
View Case Study
Challenge

New hires were getting inconsistent onboarding depending on which manager or team they landed on, with no shared foundation across the company.

Research

A structured needs analysis identified which onboarding content had to be universal versus role-specific.

Design

Built a course outline that separates "everyone needs this on day one" from "your team will teach you this," reducing overload in week one.

Development

Outlined as a modular course structure, ready to build out in an authoring tool without redesigning the sequence later.

Implementation

Designed to be owned by HR/L&D centrally while still leaving room for team-specific modules to plug in.

Evaluation

Built-in check-ins at 30/60/90 days to catch onboarding gaps before they become performance issues.

Lessons Learned

Consistency mattered more to new hires than content depth. A shared baseline experience builds trust before day-one details.

Business Impact

A repeatable onboarding foundation that scales as the company hires, instead of one built fresh for every new manager.

Learning Philosophy

Learning should change behavior, not just transfer information

A course that's "completed" but never used hasn't done its job. Every design decision I make gets weighed against one question: will this actually change what someone does?

Adult Learning Practical Learning Psychological Safety Accessibility Performance Support Behavior Change Knowledge Retention Engagement Business Alignment Continuous Improvement

"I don't measure success by what a learner can repeat back to me. I measure it by what they do differently on Monday morning."

Kashira Young
My Training Approach

Built on ADDIE, every time, no shortcuts

A dependable process, not a rigid one. ADDIE gives structure; good design still requires judgment at every stage.

01

Analyze

Start with the real gap: what should employees be able to do that they can't yet, and why?

02

Design

Map objectives, structure, and assessment before building anything. The destination stays in view.

03

Develop

Build the actual materials (courses, job aids, guides) in the tools that fit the audience and the LMS.

04

Implement

Roll out with real support: manager buy-in, scheduling, and a clear point of contact for questions.

05

Evaluate

Measure whether behavior actually changed, then feed what's learned back into the next revision.

30 · 60 · 90 Day Plan

How I'd spend the first 90 days

Listening before building, then building in public with the team, not disappearing to design in a vacuum.

Days 1–30 · Listen & Learn 30
Meet Stakeholders
Review Training
Assess Culture & Compliance
Spot Opportunities
Days 31–60 · Build & Partner 60
Improve Onboarding
Build Resources
Partner with SMEs
Set Metrics
Days 61–90 · Launch & Measure 90
Launch Initiatives
Measure ROI
Support Leadership
Keep Improving
Training Opportunity Assessment

Where a Learning & Development function often adds value

A consulting-style look at opportunities common across financial institutions and similar member-facing organizations.

These are illustrative examples based on common practices at financial institutions and similar member-facing organizations, not assumptions about Greater Texas Credit Union's specific programs. I'd validate every one of these against what I actually find in my first 30 days.

Onboarding Consistency

Common Opportunity 01

View Details
Challenge

New-hire experience often varies by branch or manager, creating inconsistent ramp-up time.

Solution

A structured, centrally-owned onboarding curriculum with role-specific branches.

Impact

Faster time-to-productivity and a more consistent member-service experience from day one.

Metrics

Time-to-proficiency, 90-day retention, new-hire satisfaction scores.

Compliance Engagement

Common Opportunity 02

View Details
Challenge

Required compliance training is often treated as a box to check rather than something retained.

Solution

Scenario-based compliance modules tied to real member interactions, with spaced refreshers.

Impact

Lower compliance risk and stronger audit readiness.

Metrics

Completion timeliness, knowledge-check scores, audit findings over time.

Leadership Development

Common Opportunity 03

View Details
Challenge

Frontline high performers are often promoted into leadership without formal coaching or facilitation training.

Solution

A leadership pathway covering coaching, feedback, and difficult conversations, grounded in real scenarios.

Impact

More confident first-time managers and a stronger succession pipeline.

Metrics

Manager confidence surveys, internal promotion readiness, team engagement scores.

Performance Support

Common Opportunity 04

View Details
Challenge

Employees can't always recall process details learned in training when they need them live, with a member waiting.

Solution

Quick-reference job aids and searchable resources available in the moment of need.

Impact

Faster, more accurate member service without pulling employees out of the flow of work.

Metrics

Job-aid usage rates, reduced escalations, faster resolution time.

Digital Learning

Common Opportunity 05

View Details
Challenge

A statewide branch network makes in-person-only training expensive and inconsistent to deliver.

Solution

A blended model: virtual and self-paced modules for foundational content, with in-person time reserved for practice.

Impact

Consistent training quality across every branch, regardless of location.

Metrics

Completion parity across branches, training cost per employee.

Learning Analytics

Common Opportunity 06

View Details
Challenge

Without clear data, it's hard to know which training is actually working.

Solution

Consistent evaluation metrics built into every course from the design stage, not added afterward.

Impact

Learning investments prioritized based on evidence, not instinct.

Metrics

A dashboard of completion, assessment, and behavior-change data by program.

Employee Engagement

Common Opportunity 07

View Details
Challenge

Training can feel like something that happens "to" employees rather than "for" them.

Solution

Involve employees and SMEs directly in shaping training content, not just receiving it.

Impact

Higher buy-in and stronger word-of-mouth adoption of new programs.

Metrics

Course satisfaction scores, SME participation rate, voluntary engagement in optional learning.

Case Study Spotlight

Help Managers Support Deaf Employees

The full instructional design process behind one project, start to finish. A fitting spotlight, since it's ultimately a case study about designing for the learners the default approach leaves out.

Storyline 360Rise Guide ↗PDF Job Aid
01
Business Problem
02
Needs Analysis
03
Learner Personas
04
Learning Objectives
05
Instructional Strategy
06
Storyboarding
07
Development
08
Accessibility
09
Evaluation
10
Reflection
11
Lessons Learned
01 · The Problem

Business Problem

Managers often default to spoken-first habits, like talking over one another in meetings or relying on audio-only updates, that unintentionally exclude Deaf employees from full participation, even when no one intends it.

02 · Discovery

Needs Analysis

Rather than starting from generic disability-etiquette content, the analysis focused on the specific meeting and communication moments where managers were most likely to unintentionally exclude someone: the real starting point for the training.

03 · Who It's For

Learner Personas

The Well-Meaning but Unaware Manager: wants to be inclusive but has never had to think about meeting structure through this lens. The First-Timer: about to work directly with a Deaf employee for the first time and isn't sure where to start.

04 · The Target

Learning Objectives

By the end, a manager can recognize communication habits that exclude Deaf team members, apply at least two inclusive meeting practices immediately, and know exactly where to find the reference guide when a real situation comes up.

05 · The Approach

Instructional Strategy

A branching scenario gives managers a safe space to make the wrong call and see the consequence, backed by a lightweight reference guide for after training and a printable one-page checklist for the actual moment.

06 · The Blueprint

Storyboarding

Mapped every decision point where a manager's choice about running a meeting either supports or excludes a Deaf colleague, sequencing frames before a single screen was built in Storyline.

07 · The Build

Development

Built the branching story in Storyline 360, the companion guide in Rise, and a standalone PDF quick-reference checklist, packaged to link out via a button rather than embed, so it drops cleanly into any LMS or intranet.

08 · Walking the Talk

Accessibility

A training about inclusion has to model it: visual-first design, plain language paired with icons, and no decision point that depends on audio alone. The materials had to hold up to the same standard they were teaching.

09 · Did It Work?

Evaluation

Decision points inside the branching story double as embedded knowledge checks. The standalone checklist supports a second, informal evaluation months later: are managers still reaching for it on the job?

10 · Looking Back

Reflection

Abstract etiquette rules don't change behavior. Putting a manager inside one specific, recognizable meeting moment does, especially when the "right" choice isn't obvious until you've thought it through.

11 · Takeaway

Lessons Learned

The one-page checklist may end up mattering more than the interactive story itself. Sometimes the highest-leverage deliverable in a project is the smallest one.

Rise Guide Open the Rise Guide ↗
Why Greater Texas Credit Union

A mission I'd genuinely want to build training around

Integrity Compassion Accountability Reliability Dedication

Greater Texas has served Texans for more than 70 years on those five values, backed by real investment in people: formal training, coaching, tuition reimbursement, and multiple Top Workplace recognitions.

This role's own posting puts it plainly: a road warrior, a culture builder, a performance driver. That's almost word for word the job I've been preparing for since I first stood in a classroom and realized the lesson plan wasn't the point. The learning was.

Community, growth, and learning: the three things Greater Texas already talks about publicly are the three things I care about most in a workplace.
0+ Years Serving Texans
0Branches Statewide
0+ Employees Across Texas
0+ Greater Good Volunteer Hours

Figures reflect publicly reported information about Greater Texas Credit Union at the time this site was built.

How I Would Add Value

What I'd bring to the role from day one

Design Engaging Onboarding Improve Learning Culture Develop Leaders Create Job Aids Build Performance Support Improve Learner Engagement Create Measurable Learning Increase Collaboration Drive Organizational Growth Support Business Strategy
FAQ

Questions a recruiter might have

Why instructional design?

Teaching showed me that a great lesson plan and a great learning experience aren't the same thing. Instructional design is the discipline of closing that gap on purpose, with a repeatable process instead of instinct alone.

Why leave education?

I didn't leave the mission. I widened it. The instincts that help a classroom of students learn something new apply just as directly to a workforce of any size. The audience changed; the underlying problem didn't.

What makes you different?

I've sat on both sides of training: the person building it, and the person surviving a bad version of it, across three different frontline roles before this one. That makes me allergic to training that exists to check a box instead of change behavior.

How do you measure success?

Not by completion rate alone. I look for whether behavior actually changed after training ended: fewer repeat errors, faster ramp-up, a manager handling a hard conversation differently. Completion is a precondition, not the outcome.

What industries interest you?

Any organization where the front line is doing something that genuinely matters to real people. Healthcare, education, and financial services are chief among them. The common thread is the pressure of getting it right the first time, live.

How do you approach learning?

Analysis before design, design before development, and evaluation built in from the start rather than bolted on at the end: ADDIE as a working discipline, not a formality.

"Let's build learning experiences that empower people and strengthen organizations."

Austin, TX: already local to Greater Texas's headquarters, no relocation required.

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