A simple framework that improves meeting effectiveness and drives clearer, more actionable outcomes, delivered as a job aid instead of a course.
Ineffective meetings are one of the most expensive problems in organizational life. According to research by organizational psychologist Steven Rogelberg, employees consider only about 50% of the meetings they attend to be time well spent. That means ~36 full working days are being lost to unproductive time.
Unfortunately, most leaders had never received any formal guidance on how to conduct effective meetings. Without a clear structure or decision-making framework, meetings default to habit rather than intention.
Before designing anything, I used action mapping to diagnose what kind of solution the problem really needed. The finding was clear: this was not a training problem.
I combined insights from interviews with working professionals and research from organizational psychology to ground the solution in real-world meeting challenges, so the fix would change behavior.
The final deliverable is a single-page job aid built around the POST Method: a set of questions to ask and decisions to make at each stage of planning and running a meeting.
Every design decision prioritized speed of use. The job aid had to be usable in under a minute, visually clear enough to follow without explanation, and practical enough to change behavior in the real world.
The problem wasn't training. And that's the whole point.
Looking at this today through a learning architecture lens, here is where I'd take it next.
The bigger opportunity is applying this same diagnose-first approach to other everyday workflows that quietly drain time across an organization. That's where a job aid stops being a one-off tool and starts being a performance system.
The original 2021 job aid. Every choice served the same goal: make the right decision easy to reach in the moment.
I piloted the infographic with a project manager at a tech company to gather real-world effectiveness data before positioning the piece in my portfolio. The early results were encouraging.
The job aid did what a course couldn't: it met leaders in the moment of decision and changed behavior without a single training session.
The same diagnose-first approach transfers directly to other corporate workflows: any recurring behavior that quietly drains time and budget. That's where a job aid stops being a one-off tool and starts being a performance system.
The skills this project puts on display, start to finish.
This project taught me early that the best instructional designers are performance consultants first and content creators second. That lesson has shaped every project I've taken on since.
The 2026 redesign. Returning to this with a sharper performance-consulting eye, I stripped it down to what actually drives the decision.
The finished job aid walks leaders through four questions to ask before every meeting.
The original was built in Canva in 2021. I redesigned it in 2026 with a sharper performance-consulting eye (ChatGPT-assisted).