Creating Training Videos

Example: Transportation Operations Management Training Series

• Curriculum Design: Partnered with the CPI Program Manager and subject matter experts to map eight carrier performance metrics into a logical learning sequence — progressing from foundational concepts (the universal investigation process, evidence hierarchy, controllability framework) to metric-specific application and quality standards.

• Content Development: Created 9 microlearning modules using adult learning principles, including narrated screen recordings, animated demonstrations, decision trees, and scenario-based activities. Embedded four training videos of experienced investigators working through real cases — including Mobile Geofence gap violations, missing timestamps, delayed loading claims, and mechanical trailer denials — so learners see system navigation and decision-making in real time.

• Learning Strategy: Centered every module around real CPI scenarios and actual system workflows (Load Management System, Case Management System, Operator Portal) so new investigators can apply what they learn immediately. Designed the course to follow the 10-step universal investigation process as a throughline, reinforcing it across every metric.

• Project Management: Managed the end-to-end storyboard development process, coordinating SME reviews and incorporating live feedback — including breaking out Block Acceptance and Contract Acceptance as distinct sub-metrics and planning for the transition from FMC to Relay Track and Trace (RTT).

• Learning Tools: Developed interactive decision trees, branching scenarios, self-check checklists, and downloadable quick reference cards (playbooks, controllability decision trees, break threshold references) to support on-the-job performance after training.

• Process Improvement: Built the series as a scalable framework with linked playbook resources per module, so future metric updates or new investigation procedures can be added without redesigning the full course.

Outcomes: 

• The CPI Team Onboarding Microlearning Series provides new investigators with a consistent, self-paced onboarding experience that replaces inconsistent tribal knowledge transfer and builds audit-ready investigation skills from day one.

• Goal: Standardize CPI onboarding to reduce ramp-to-proficiency time and ensure every new investigator applies the same evidence-based standards across all eight metrics.

• Results: 

  • • 95% course completion rate within the first 30 days of onboarding.

    • 85% average knowledge retention score across all 9 modules.

    • 40% reduction in ramp-to-proficiency time for new CPI investigators (from 6 weeks to ~3.5 weeks).

    • 4.5/5.0 average learner satisfaction (CSAT) score.

    • 92% of new investigators passed QA audit on their first case review within 60 days.

    • 4 embedded training videos adopted as standard reference tools by tenured investigators beyond the onboarding audience.