Standardizing Task Management Key Concepts-At-A-Glance

NOTE: This work was created in my professional capacity and is owned by my employer. Due to its proprietary nature, the artifact itself is not available for public viewing. The case study below tells the full story of the work.

THE BRIEF

This job aid was designed as a companion resource to the Standardizing Task Management video module. While the video builds the case for change and prompts reflection, the job aid serves as a lasting reference that leaders can return to after the learning moment has passed. The audience was organizational leadership, and the objective was to distill the video's core concepts into a single, scannable resource that reinforces key ideas and keeps learning accessible in the flow of work.

THE PROCESS

The job aid was designed in Canva with intentional attention to information architecture. The content was organized into six clear sections: The Challenge, Why Email Falls Short, The Solution, Key Benefits, Leadership Impact, and a Reflection Prompt. This structure mirrors the video's logical flow while standing on its own as a reference tool. Visual hierarchy, bold headers, and a clean two-column layout were used to ensure the document could be scanned quickly and understood at a glance, without requiring the reader to read every word in sequence.

THE OUTCOME

Leaders walked away with a resource they could reference, share with their teams, or revisit as they worked to standardize task management practices. The job aid extended the learning beyond the video itself, supporting long-term retention and application. By pairing a video module with a companion job aid, the overall learning experience addressed both the initial moment of instruction and the ongoing need for reinforcement.

SKILLS DEMONSTRATED

This project demonstrates the ability to design for multiple modalities within a single learning experience. Pairing a video with a job aid demonstrates an understanding of how learners actually retain and apply information, and the document's intentional information architecture reflects strong UX thinking applied to print-based learning design. Designing in Canva shows the ability to create polished, professional learning materials using accessible tools.

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Standardizing Task Management