Standardizing training Requests Through Workflow Design and Stakeholder Education
Overview
To improve project tracking and reduce communication inefficiencies, I proposed and co-developed a standardized training request workflow and created stakeholder enablement resources to clarify development timelines and expectations. These solutions streamlined request intake, improved visibility into project status, and supported more consistent development practices across the team.
The Challenge
Training requests were submitted through multiple channels including Teams messages and email, which created challenges in tracking requests and managing project timelines.
Additionally, stakeholders had limited understanding of the instructional development lifecycle, leading to unrealistic timeline expectations and frequent revisions.
These challenges resulted in:
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Difficulty tracking incoming requests
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Delayed project starts
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Misaligned stakeholder expectations
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Inefficient communication cycles
The Solution
I proposed and co-developed a centralized training request workflow that standardized project intake while educating stakeholders about the instructional design process. Together, the workflow and stakeholder education resources created a shared understanding of project expectations, development timelines, and approval responsibilities before work began.
The standardized workflow established a consistent development lifecycle, improved project visibility, and clarified stakeholder roles and responsibilities throughout each phase.
To reinforce realistic expectations, I created an animated Vyond video and timeline graphic that explained the complexity and typical duration of different deliverable types. Both resources were embedded directly within the intake process so stakeholders received guidance before submitting requests.
Results & Impact
​Stakeholder Impact
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Stakeholders submitted more complete intake requests after implementation, reducing the need for timeline clarification conversations.
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Improved stakeholder understanding of development timelines
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Increased stakeholder adoption of standardized intake practices
​Stakeholder Impact
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Centralized tracking of all incoming training requests
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Increased consistency in project intake and workflow usage
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Reduced reliance on informal communication channels such as email and Teams messages
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Strengthened collaboration between instructional designers and stakeholders
Technologies Used
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Microsoft Forms
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Vyond
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Process Documentation
Skills Demonstrated
Learning Strategy
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Learning Operations Design
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Workflow Design
Stakeholder Consulting
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Stakeholder Education
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Expectation Management
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Change Management
Operational Excellence
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Process Improvement
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Workflow Standardization
Technical Expertise
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Microsoft Forms
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Vyond
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Microsoft Powerpoint