Managers were able to use the new dashboard with minimal support, improving their ability to track and troubleshoot inventory.

Role: Training Lead

Overview: I led the training for a new inventory process and dashboard rollout for kitchen leaders and above. The goal was to help teams better track inventory, troubleshoot issues, and ultimately reduce food waste.

The Challenge: This rollout introduced a new process and a new dashboard at the same time, which meant managers had to change how they were already doing things. Midway through the project, the SME changed, so I had to realign with a new perspective and adjust the training as the vision evolved.

My Approach: I focused on making resources that managers could actually use on the job—not just something they’d go through once and forget.

To make sure the training reflected real workflows, I:

• Held working sessions and feedback meetings with SMEs

• Iterated on materials using annotated PDFs

• Talked with field leaders to understand how inventory really works across locations

• Went to a restaurant and completed the inventory process alongside a manager

This helped make sure the training reflected what actually happens in a restaurant—not just what’s written down. I also completed the inventory process in a restaurant alongside a manager to make sure the training reflected real workflows.

Solution:

I created a set of resources to support both the rollout and ongoing use:

• Inventory Guide: A step-by-step job aid that walks through the full process, including how to troubleshoot common issues

• Dashboard Tutorial Video: A Camtasia walkthrough showing exactly how to navigate the dashboard and what to do in real scenarios

• Launch Presentation: Used to introduce the process and align teams

• Engagement Video: A short, more fun video to build awareness and get buy-in

My Contributions:

• Designed the inventory guide, turning a complex process into clear, usable steps

• Created the dashboard tutorial video (script, recording, editing) to walk through real scenarios

• Directed the engagement video, shaping the concept and flow

• Gave design feedback on the launch presentation to keep everything aligned

• Partnered with SMEs (OpsEx, IT, Finance) to make sure content was accurate and practical

• Did field research, including interviews and on-site observation, to ground everything in real workflows

Sample: Inventory Guide Tool: Adobe InDesign

Key Design Decisions:

• Used video for the dashboard training so managers could see exactly what to do while walking through a scenario

• Created a detailed guide to act as a go-to resource teams could keep using over time

• Focused on hands-on application and clearly calling out what was changing for learners

Impact:

• Managers were able to use the dashboard with little support

• Teams could better monitor inventory and troubleshoot differences between actual and theoretical counts

• Created resources teams can keep using for coaching, onboarding, and day-to-day support

What I’m Most Proud Of:

The inventory guide. It’s something teams can keep coming back to, whether they’re new or coaching someone else.

What I’d Improve:

If I had more time, I’d make the guide more interactive to make it even easier to use in the moment.