Job Aids

Global High-Tech Firm's Cooking with Copilot

Purpose: With the general release of the copilot from a global high-tech firm, the company noticed that many had not even tried the copilot on their own. They wanted all employees and vendors to use and understand the various uses for the copilot so they could demonstrate its uses and answer any questions for customers. Cooking with Copilot was a community-sourced job aid on the company's internal employee communication platform. For 40 consecutive weeks, my team and I found examples of Copilot prompt uses in the workplace on various internal platforms. We featured one guest or executive chef each week. Once identified, I would help with video recording as needed and then was tasked with creating descriptive transcripts in English and French Canadian and ensuring AI-generated video transcripts matched the actual words and closed captioning for both languages. I also created each post's text to engage and entice employees to check out and try the sample the copilot video and prompts. We reached 985,909 total post views, 32,439 video views, 350 user-generated posts, and 31 featured guest and executive chefs. After the final 'featured' post, the community remains active with employees and vendors sharing the copilot prompt recipes, questions, and community resources. SharePoint became the warehouse for all previous prompt and video content

Tools Used: Microsoft Word, Stream, Microsoft Copilot, Microsoft Teams

Due to confidentiality this site cannot be linked.

Whiteboarding to brainstorm, sort ideas, and storyboard

Purpose: On a recent project with a global high-tech firm, we had 4 separate teams of SMEs that needed to share input to help for one course. We hosted the first meeting with all stakeholders and had each SME post information related to the content questions we asked onto Microsoft Whiteboard. After this initial brainstorm, the instructional designers gathered to begin bucketing the notes into areas that could make up modules for the course. Each area became a different color so that when we met again for a second Whiteboard meeting with the SMEs, we were able to share the colored sticky notes and ask the SMEs to sort them into scope or out of scope for the course at hand. Following this session, I was able to use the sorted notes to begin building a course outline and then storyboard for the course. 

Tools Used: Microsoft Whiteboard, Microsoft Teams

Due to confidentiality this site cannot be linked.

Workplace Set Up Tips

Purpose: To aid in spinal health and mobility of Regional Managers (RMs) during and after their workday, RMs must know how to best set up their workstation. This Job Aid walks RMs through the positioning of their monitors, using headsets, and laying out items on their desk. 

Tools Used: Microsoft Word, Canva

Protecting Patient Info 

Purpose: Many of the staff that interact with Patient Protected Health Information (PPHI) were not following Anyah Medical Plaza protocols and did not know what constituted PPHI. This Job Aid calls out and informs staff about not only what is considered PPHI, it also shares best practices for handling the information in common scenarios. 

Tools Used: Microsoft Word, Canva


Strategies So All May "Hear"

Purpose: Client had a new hire who was Hard of Hearing and wanted to learn tips they could share with the whole office to best talk with, include, and work with the colleague. This job aid shares tips for communication with any person who may be Deaf or Hard of Hearing.  

Tools Used: Canva


Finding Your Perfect Furry Friend

Purpose: Pet shelter has been seeing a lot of pandemic dogs returned. Former owners state that they were not ready for "a dog like that". Shelter wants to create a video to inform prospective dog owners of what they should consider when determining which dog to add to their home home.  

Created a job aid for the 6 factors (based on the American Kennel Club - AKC) prospective dog owners need to consider before homing a dog. 

Additionally, created job aid with the 7 dog breed types (based on the AKC).

Tools Used: Canva