Wells Fargo Audit and Security

Challenge

Faced with increasing compliance demands in an increasingly ambiguous business environment, Wells Fargo leaders aspired to elevate their regulatory ratings status from “good” to “great.” To achieve their goal, leaders turned to our learning and development team to implement an innovative training program for auditors.

Solution

Wells Fargo Audit hired Cristine to develop a learning strategy and architecture for Audit and Security corporate university, including curriculum, learning paths, content, authoring tools, and a governance model.

As the Senior Learning Strategist, Cristine led a vendor and client team through a comprehensive 200-hour needs assessment, assessed courseware inventory, and proposed learning paths for each job role. Cristine developed a blended learning strategy for core curricula, and supported the production process for instructor-led, virtual instructor-led, self-paced eLearning, and on-the-job courseware. She designed and developed a leadership simulation program (Audit Leadership Experience), conducted the train-the-trainer sessions for instructor-led training and virtual instructor-led training, and conducted ROI analysis on leadership behaviors after program implementation. Finally, Cristine developed a strategic plan for governance and transitioned the Learning and Development role to staff through coaching and strategy workshops.

The Wells Fargo Audit Leadership Experience program was featured in training and development organization ATD’s annual meeting and highlighted in the online magazine.

Genentech Environmental Health and Safety (EHS)

Challenge

The Genentech Environmental Health and Safety (EHS) training group provides training for employees and contractors to comply with environmental health and safety requirements. The EHS team recognized that traditional training delivery methods were no longer effective in satisfying increasingly complex regulatory requirements, and meeting the needs of the demographics in the workforce.

Solution

Cristine conducted stakeholder interviews including EHS leadership, trainers, and employees; attended and assessed a representative sampling of instructor-led training classes, assessed web-based learning resources, and evaluated the current learning infrastructure. The final strategy and recommendations report addressed key areas including courseware development processes, courseware evaluation standards, optimal delivery methods, learning technology infrastructure, and staffing requirements.

New York State: Center for Practice Innovations (CPI)

Challenge

The Center for Practice Innovations (CPI) supports the New York State Office of Mental Health’s mission to promote the widespread availability of evidence-based practices to improve mental health services, ensure accountability, and promote recovery-oriented outcomes for consumers and families.

CPI has a wide range of free and fee-based educational opportunities for a geographically-dispersed audience, which includes practitioners and consumers. To ensure funding for ongoing educational efforts, the CPI leadership team needed to demonstrate a comprehensive learning roadmap that identified audience needs, content resources and delivery methods, technology infrastructure, and staffing requirements for a three-year horizon.

Solution

Cristine conducted a series of strategy sessions to identify the diverse needs of the audience, analyze content resources and optimize for delivery, educate the staff on current learning and development best practices, identify requirements for the technology infrastructure including the Learning Management System (LMS) and authoring tools, and staffing requirements to support the learning initiatives. Cristine documented the Learning Roadmap Recommendations, and is currently working with the CPI team to implement the strategy.

Wells Fargo Audit and Security

Challenge

Faced with increasing compliance demands in an increasingly ambiguous business environment, Wells Fargo leaders aspired to elevate their regulatory ratings status from “good” to “great.” To achieve their goal, leaders turned to our learning and development team to implement an innovative training program for auditors.

Solution

Wells Fargo Audit hired Cristine to develop a learning strategy and architecture for Audit and Security corporate university, including curriculum, learning paths, content, authoring tools, and a governance model.

As the Senior Learning Strategist, Cristine led a vendor and client team through a comprehensive 200-hour needs assessment, assessed courseware inventory, and proposed learning paths for each job role. Cristine developed a blended learning strategy for core curricula, and supported the production process for instructor-led, virtual instructor-led, self-paced eLearning, and on-the-job courseware. She designed and developed a leadership simulation program (Audit Leadership Experience), conducted the train-the-trainer sessions for instructor-led training and virtual instructor-led training, and conducted ROI analysis on leadership behaviors after program implementation. Finally, Cristine developed a strategic plan for governance and transitioned the Learning and Development role to staff through coaching and strategy workshops.

The Wells Fargo Audit Leadership Experience program was featured in training and development organization ATD’s annual meeting and highlighted in the online magazine.

Genentech Environmental Health and Safety (EHS)

Challenge

The Genentech Environmental Health and Safety (EHS) training group provides training for employees and contractors to comply with environmental health and safety requirements. The EHS team recognized that traditional training delivery methods were no longer effective in satisfying increasingly complex regulatory requirements, and meeting the needs of the demographics in the workforce.

Solution

Cristine conducted stakeholder interviews including EHS leadership, trainers, and employees; attended and assessed a representative sampling of instructor-led training classes, assessed web-based learning resources, and evaluated the current learning infrastructure. The final strategy and recommendations report addressed key areas including courseware development processes, courseware evaluation standards, optimal delivery methods, learning technology infrastructure, and staffing requirements.

New York State: Center for Practice Innovations (CPI)

Challenge

The Center for Practice Innovations (CPI) supports the New York State Office of Mental Health’s mission to promote the widespread availability of evidence-based practices to improve mental health services, ensure accountability, and promote recovery-oriented outcomes for consumers and families.

CPI has a wide range of free and fee-based educational opportunities for a geographically-dispersed audience, which includes practitioners and consumers. To ensure funding for ongoing educational efforts, the CPI leadership team needed to demonstrate a comprehensive learning roadmap that identified audience needs, content resources and delivery methods, technology infrastructure, and staffing requirements for a three-year horizon.

Solution

Cristine conducted a series of strategy sessions to identify the diverse needs of the audience, analyze content resources and optimize for delivery, educate the staff on current learning and development best practices, identify requirements for the technology infrastructure including the Learning Management System (LMS) and authoring tools, and staffing requirements to support the learning initiatives. Cristine documented the Learning Roadmap Recommendations, and is currently working with the CPI team to implement the strategy.