Documentation
The documents below are, if not completely crafted by me, crafted under my leadership. These examples have proprietary contents, so please show some respect and do not copy or print them.
Operational Documents
Statements of Work
SOW for Canon Explore Lenses Phase 1 Campaign (excerpt)
2014
I provided all contractual writing around the deliverables, assumptions and terms of conditions.
SOW Addendum for mondelezinternational.com (excerpt)
2013
This example is the result of working with a client that required much more detail to document scope.
Roadmaps & Project Plans
Comcast Corporate Website Roadmap
2012
This roadmap was co-created between our program manager and me towards the end of our discovery phase to outline our multi-track approach to launch.
Gatorade EDGE Roadmap
2011
This roadmap was the outcome of a few months of research, workshopping and strategy development to implement a new digital and wearable offering withing Gatorade’s pro athlete labs.
Microsoft Project Plan for mondelezinternational.com
2013
This example illustrates how I utilize Microsoft Project when necessary, relating tasks to each other in order to compensate for dependencies and parallel tracking.
Risk Mitigation
Comcast Corporate Website Risk Assessment
2012
I crafted a document that outlined all possible risks, mitigation plans and owners throughout the project.
Resourcing
Departmental Resourcing Template
2016
This is the template I developed and maintained to track a team of ten at Y&R, listing each project under all our accounts, overviews, statuses, and RASCI chart.
Best Practices & POVs
Experience Strategy at Y&R
2015
This document is a manifesto for my team’s capabilities and approach and was shared with the agency’s departmental heads.
“Best-in-Class Digital” POV for Y&R
2016
I developed this POV as an ask for a new business pitch.
Y&R Content Marketing Approach (excerpt)
2015
In this document are a few best practice guidelines that helped structure my larger presentation to standardize content marketing approach at the Y&R North America Planning Workshop.
Social Playbook Guiding Principles Presented to Sennheiser
2016
Utilizing some of the standards provided in the Y&R Content Marketing deck, I developed this presentation to extend additional guidelines into social playbook creation.
Comcast Platform Recommendations
2012
These recommendations were made to outline the technical architecture recommendations for the publishing platform in a way that translated benefits to non-technical stakeholders.
Comcast Acceptance Testing Approach
2012
I was asked to provide best practices and approach towards quality assurance testing and deployment.
Preparing PSDs for Production
2009
Written as a lead developer, this document solved a problematic pattern where creatives would send my team files that needed additional optimization before being able to extract assets.
Discovery & Strategy
Audits & Questionnaires
Optum Sales Team Discussion Guide
2016
This guide was used to gain a better understanding of our clients’ sales process and to help us understand customer mindsets prior to engaging them directly.
Comcast Technical Discovery
2016
This contained initial discovery questions towards Comcast’s National Engineering & Technical Operations (NE&TO) team.
Pepperidge Farm Digital Strategy Stakeholder Questionnaire
2016
This questionnaire was crafted and customized across different business leaders at Pepperidge farm in order to find shared values and objectives for the digital strategy.
Integrated, Digital & Content Strategy
Pepperidge Farm Digital Marketing Strategy
2016
This document contains findings and recommendations around brand character, communications planning, and user experience for the Pepperidge Farm master brand.
Cirque du Soleil Communications Strategy
2016
Used for a part of my presentation during the pitch that won Y&R the Cirque du Soleil account, this strategy outlined an initial customer journey and the insights that led to opportunities.
Optum Brand Content Guidelines
2016
Between 2015 and 2016, I developed content guidelines for the Optum brand team to be utilized across the organization, which is also reflected in our campaign work.
Optum 2017 Communications Strategy
2016
This document illustrates my engagement strategy for the Optum brand for the 2017 campaign.
Briefs
Creative Brief for pepperidgefarm.com
2016
This was one of three briefs written for the Pepperidge Farm masterbrand digital strategy, focusing on the voice, content, and user experience priorities for pepperidgefarm.com.
“The Optum Story” Creative Brief
2016
This document merges the traditional creative brief with a number of strategic recommendations supported by some discovery insights.
UX Documents
Audiences, Personas & Journeys
Gatorade EDGE Archetypal Journeys
2011
These journeys were crafted with a visual designer’s help to outline the different types of journeys we validated through user research to inform application states of the Gatorade EDGE platform.
Optum 2017 Campaign Audience Profiles & Journeys
2016
This document captures a hybrid of audience profiling and journey mapping to arrive at a set of strategic imperatives for Optum’s 2017 corporate campaign.
Flows, Maps, and Wires
OptumCare ProHEALTH Website Experience Design
2016
I directed the redesign of ProHEALTH after its acquisition by OptumCare. This contains an entire package of research, design principles, user flows, site map, and wireframes for desktop and mobile.
Optum 2016 Campaign Flows
2015
This document quickly clarifies our proposed user and engagement flow for a lightweight marketing campaign.
Experience Design Specifications for comcastcorporation.com (excerpt)
2012
This document contains the content and design language specifications for the experience. Much of the document has been omitted as to focus only on specific parts.
Wires for MD Anderson Cancer Center #endcancer Campaign Hub
2015
I designed and presented these wireframes to reach approval for a website part of a cause marketing campaign.
Content / Information Architecture
OptumCare ProHEALTH Content Matrix
2016
I created a lighter-weight matrix to track web content, sources, information architecture and meta information for the ProHEALTH redesign based on my previous work on mondelezinternational.com.
Content Tracker for mondelezinternational.com
2014
This matrix to tracks web content, sources, information architecture and meta information for the mondelezinternational.com redesign.
Design Guidelines
Optum Iconography, Photography and Illustration Guidelines
Overseeing the design language made for Optum.com, I directed and crafted much of the language and rulesets in this document.
Technical Documentation
Functional Specifications
Xerox “Business of Your Brain” Application Functional Specifications
2009
This document outlines the functional rules of the “Business of Your Brain” Windows application.
Canon Explore Lenses Website Functional Specifications
2014
I crafted this document to outline the business and functional rules for every component in the experience.
Technical Specifications for Bloomberg Corporate Website
2012
This contains a breakdown and explanation of the web scripting frameworks and libraries I used to bring this experience to life, alongside application runtime and system maintenance rules.
Functional Specifications for followyournola.com
2013
This captures the business and functional requirements for the Follow Your NOLA redesign.
Technical Architecture
Technical Architecture for 360i’s Canon Websites
2013
This architectural recommendation was accepted by our Canon clients and turned into the standard for which all our properties were served.
LG Cooking / Kitchen Appliance Database Schema
2010
I designed this database to power an extensive website combining LG’s kitchen appliance lines with recipe, plating, and nutrition content.