01
The Kendall Project
Cambridge, MA
AI Context Curation Certification & Leadership Literacy
As a Kendall Partner & Senior Associate, architect and develop the Kendall Project AI Context Curation and Governance Certification Programs.
Representative Client Portfolio
Selected work.
A cross-section of engagements spanning Fortune 500s, healthcare systems, state agencies, universities, and small specialized practices. Grouped by discipline.
Practice area
AI Literacy & Governance Development
Advising leaders, faculty, and organizations on human-centric AI integration — building literacy, certification pathways, and governance frameworks that keep people at the center of adoption.
02
Saybrook University
Pasadena, CA
AI Advisory Board
As a PhD candidate at Saybrook University and member of the AI Advisory Board, contribute to the exploration and development of policies that shape human-centered AI integration practices for faculty and students.
03
EverWise.Life
Portland, ME
Practical AI for Savvy Seniors
As Founder of EverWise.Life — a passion project rooted in the belief that AI literacy belongs to every generation — design and deliver community workshops that help retirees understand AI in plain language, explore modern tools safely, and stay in control of the technology shaping daily life.
Practice area
Cultural Transformation & Leadership Development
Designing values-based learning experiences and consultative retreats that move teams from diagnosis to durable change.
01
Society for Human Resource Management (SHRM)
HRBP Course Redesign
As Senior Instructional Designer on a four-month contract through SweetRush, led the redesign and development of two Human Resource Business Partner courses in collaboration with SMEs and stakeholders: HRBP: Becoming a Strategic Influencer and Senior HRBP: Catalyst for Cultural Change.
02
University of Southern California
Los Angeles, CA
Whole System Change — Values-Based Cultural Transformation
Supporting Barrett Values Centre (BVC) as a consultant, co-architected the first tier of online learning for USC's cultural transformation. Produced a suite of self-paced modules delivered through BVC's Compass LMS to USC Cultural Champions, monitored matriculation, and provided feedback on assignments alongside BVC Partners, USC Lead Team, and EY Project Managers.
03
ZeOmega
Plano, TX
Leadership Retreat
Engaged by the VP of Clinical Care Services and Director of Clinical Care Consulting to design and deliver two consultative retreats for mid-level managers and directors — defining team mission, strengthening collaboration with off-shore development teams, conflict resolution, KPI design, and navigating organizational barriers.
04
Liberty Mutual
Boston, MA
Performance Management Training Redesign
Working with Corporate Learning & Development, designed an all-day instructor-led program on managing ineffective performance for new managers — engaging process diagrams, case-study activities, and detailed facilitator and participant guides — followed by a condensed 30-minute online module for experienced managers.
05
TeaForte
Maynard, MA
Values-Based Leadership Retreat
In collaboration with Mentag Company, designed and delivered a consultative leadership retreat for senior management on values-based cultural dynamics. Conducted the BVC Small Team Values Assessment and integrated psychometrics into key exercises to inspire reflection and alignment.
06
Private Dental Practice
Falmouth, ME
Team Values Assessment & In-service Training
For a prominent practice serving 3,500 patients, designed and facilitated two custom in-service trainings for a 15-member team — addressing dynamics interfering with productivity, relations, and patient experience. Conducted the BVC Cultural Values Assessment and integrated psychometrics into the program.
Practice area
Project Management & Lead Solutions Architect
Re-architecting learning portfolios and onboarding programs at scale, with cross-functional teams and clear measurable outcomes.
01
Barrett Values Centre (BVC)
Waynesville, NC
Global Certification Program & LMS Build-Out
As Director of Education & Training, directed BVC's global certification program — 200+ courses delivered by 30 global partners on cultural transformation and leadership development. Partnered with senior leaders to strengthen legal contracting, partner selection, training, and quality assurance for consistent program delivery.
02
Mars
McLean, VA
Portfolio Transformation Project
Serving as Senior Manager on a six-month contract through SweetRush, strategically leveraged AI to review and update 1,000 courses as part of an extensive portfolio transformation. Collaborated with cross-functional stakeholders to re-architect leadership development pathways across multiple colleges and optimize learning outcomes.
03
Child Mind Institute (CMI)
Social Emotional Mindfulness Portal
Serving as Project Manager through PDG, facilitated collaboration between CMI and external IT developers to produce an online portal delivering social-emotional mindfulness training to 60,000 California teachers.
04
Unum
Portland, ME
Blended Learning Strategy & Team Performance
Reporting to the AVP of Learning Development & Performance, project-managed a 10-month engagement re-engineering the Client Care Associates 12-week instructor-led onboarding into an 8-week hybrid program — enabling associates to manage greater caseloads in less time. Designed an internal training program for staff on blended learning best practices.
05
WEX, Inc.
Portland, ME
eBest 2.0 CRM Training Rollout
Managed a $350K project to design, develop and deliver 15 department-specific technical trainings on the company's Siebel CRM. Defined the work breakdown structure, directed 15 team members across development, UAT, problem management, pilot testing and end-user labs, and reported status to senior leadership.
06
Boston Medical Center
Boston, MA
Clinical Care Management System Training Roll Out
Project-managed the CCMS training roll-out across three regions in Massachusetts. Produced a 300-page custom workbook on system features and clinical workflows, delivered a train-the-trainer series for eight clinicians running 3–5 day system trainings, and produced four e-learning modules on departmental clinical practices.
07
DaVita Village Health
Chicago, IL
Clinical Care Management System Rollout
Working with the Director of Training and Education, guided the team through the release of internally designed care management tool Capella. Established learning architecture for 120 users nationwide, directed a team of four designers and trainers, and evaluated project risks against tight timelines.
Practice area
LMS Configuration / Implementation & Hybrid Content
Standing up online academies and hybrid programs end-to-end — from platform selection to course production and rollout.
01
Barrett Values Centre
Waynesville, NC
Configured and implemented BVC's first LMS, Compass, designed to deliver online learning solutions and showcase 20 global partners delivering over 200 instructor-led courses annually on BVC culture transformation psychometrics. Enabled BVC to support direct, enterprise-wide, end-client training engagements.
02
MaineQuality Counts
Augusta, ME
Lead LMS Design & Development
Designed, developed and implemented a WordPress LMS providing online resources and courses to 2,000 clinical care practices across New England engaged in the Northern New England Practice Transformation Network — empowering members to reinforce practice transformation goals.
03
HealthInfoNet
Portland, ME
HealthInfoNet Academy LMS
Designed, developed and implemented an online academy to disseminate training content to clients across Maine — hospitals, healthcare facilities, and private practices — and promote collaboration among practitioners adopting the state's leading health information exchange. Repurposed content into a continuing-education certificate course with presentations, video testimonials, and clinical-portal simulations.
04
Maine Center for Entrepreneurial Development (MCED)
Portland, ME
MCED Online! & Top Gun Prep — Online
Designed and implemented an online academy using WordPress WPLMS to market Top Gun Prep Online and serve as a delivery method for university partners. Working with the Executive Director, redesigned 20+ instructor-led course units into 10 hybrid training modules.
05
Currency Camp
Yarmouth, ME
LearnWorlds LMS & Course Build
Collaborating with the organization's Founder/CFP, established the client's online learning management system using LearnWorlds and designed, developed and deployed a custom set of courses covering financial management content.
Practice area
eCourse Content Creation
Producing accessible, evidence-based digital learning across health, government, and education.
01
bPeace
New York City, NY
Delivered instructor-led and e-learning content on stress management and mindfulness-based techniques to 15 women entrepreneurs.
02
TD Bank
Portland, ME
Online Year-End Performance Appraisal Program
Led design and development of e-learning modules deployed to 24,000 employees across North America, supporting TD Bank's initial launch of a newly integrated four-phase performance appraisal process following the Commerce Bank / TD Banknorth merger. Established templates adopted by the team for remaining project phases.
03
PowerPay (now EVO)
Portland, ME
Sales Onboarding E-Learning Program
Over 15 months, reporting to the CFO, led a comprehensive performance analysis across seven departments to determine onboarding needs and produced six e-learning modules with a six-member team. Reduced time for new sales associates to close on new accounts by 30%.
04
CIEE
Portland, ME
U.S. Internship Web-Based EduMarketing & Coordinator Onboarding
Developed e-learning modules to assist young professionals and college students in Eastern Europe applying and interviewing for U.S. internships. Produced five additional modules for 500+ local High School Exchange Coordinators — reducing compliance issues and field-staff attrition. Evaluations consistently reflect 98% satisfaction and concept retention over the 8 years since launch.
05
Great Schools Partnership
Portland, ME
iWalkthrough App — Mobile Training & Evaluation
Overhauled 40+ web pages of existing online resources into a dynamic, narrated mobile and online training and implementation tool, iWalkthrough. Conducted analysis of existing customer resources, identifying areas for improvement to better serve schools across the country.
06
Care360 via EMG
Portland, ME
US Health Record Debate — EduMarketing Tour
Produced interactive content displayed via kiosks of the Care360 enterprise-wide electronic medical records system for an edu-marketing tour spanning 10 cities.
07
Maine DHHS
Augusta, ME
Patient-Centered Mental Health Care in Emergency Departments
Produced a Section 508-compliant e-learning module guiding emergency department staff on providing optimal, patient-centered mental health care.