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Manager Job Aid - Sample Design Template

Job Aid

Overview

This project demonstrates how I transformed a lengthy, five-page document into a concise, visually structured manager job aid.

The Challenge

The original material existed as a dense, five-page Google document filled with unstructured bullet points. Managers needed a quick reference that would reduce cognitive load and allow them to see key themes, problem areas, and opportunities at a glance.

The Solution

I designed a one-page job aid with a clear hierarchy of information, callout boxes, and color-coded sections. This format condensed the content into a scannable, practical tool while still leaving room for detail where necessary.

Process

Approach

Content Condensation: Broke down five pages of notes into three thematic categories (similarities, problem areas, and gaps).
Visual Structuring: Used panels, icons, and consistent heading formats to guide attention.
Confidentiality Safe: Replaced all client-specific references with lorem ipsum placeholder text, reframing the job aid as a reusable sample template.

How It Works

Content Condensation: Broke down five pages of notes into three thematic categories (similarities, problem areas, and gaps).
Visual Structuring: Used panels, icons, and consistent heading formats to guide attention.
Confidentiality Safe: Replaced all client-specific references with lorem ipsum placeholder text, reframing the job aid as a reusable sample template.

Outcome or Impact:

This project highlights my strengths in simplifying complex content, applying thoughtful layout design, and aligning visuals to brand standards. It also reflects my practice of protecting client confidentiality by using placeholder text, ensuring the piece can showcase my design capabilities without exposing proprietary material.

Reflection/What I Learned

This project highlights my strengths in simplifying complex content, applying thoughtful layout design, and aligning visuals to brand standards. It also reflects my practice of protecting client confidentiality by using placeholder text, ensuring the piece can showcase my design capabilities without exposing proprietary material.

Deliverables

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    A visually designed guide that covers tips for Managers to guide staff
    Optimized for digital and print use
    Accessible PDF format for easy download and LMS integration

Tools Used

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    Canva
    Google Docs

Gallery
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My Role

Instructional Designer & Visual Designer

Let's build something impactful together. 

Thoughtful, strategic, and creative learning starts with a conversation. 

Ready when you are!

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