Standard Operating Procedures (SOPs)

I’ve partnered with a full-service media agency that requested SOPs detailing how users can execute specific tasks across multiple platforms, including their billing system, performance management system, learning management system, and more.

From video recordings, I created documentation which includes specific step-by-step directions, screenshots, and added graphics for clarity and ease of use.

While the documentation is proprietary, titles include:

  • How to Execute a Search Contract

  • Releasing Print Insertion Orders

  • Entering a Media Buy Authorization Entry

  • Record Approval Process for Invoicing

  • Pulling Actualization and Spend Reports

  • Adding New and Terming Users

  • How to Add a New Hire to Learning Management System

  • Uploading Training into Learning Management System

  • Creating Workshop Notifications in Learning Management System

  • Leveraging Account Meetings to Assess & Address Brand Health

  • Exit Data Extract Process

Design System Framework Content

Vectorform, LLC is a technology invention company that creates digital products and experiences for clients.

This project included condensing technical documentation into small content bites for use in their client’s internal design system framework, intended to provide best practices for maximizing the features and benefits of a particular product upon installation.

Using the client’s technical documentation along with interviews with SMEs and leadership, the content for this project was brand aware, user-friendly, and audience appropriate.

The bulk of collaborative work for this deliverable was completed using Figma, FigJam, and Mural.

Training Manuals, Online Course Material, and Assessments

CGI Franchise is a franchise development organization that has has designed a proven system to support franchise and brand growth.

As their operating system grew, they were in need of program material for client training and education.

Their deliverables included training manuals with detailed job descriptions and online educational training modules with graphics, downloads, and assessments.

Policy & Procedure Manuals

Platinum Hearts is a nonprofit organization providing community based programs and services for individuals on the autism spectrum.

In order to operate and expand their residential facility, Platinum Hearts required a customized policy and procedure manual aligned with NJ state regulations and laws.

Sharon Benjamin, Platinum Hearts

“We’re a non-profit, looking for a technical writer to assist us with our policies and procedures manual. From a pool of many candidates, we chose Jen. We created a draft and Jen was able to review it and make corrections quickly and concisely. Jen’s responses to our questions were prompt and she gave our document a look that we could not have created on our own. Jen is patient and consistent. It’s a pleasure working with her, and we look forward to teaming up with her on other projects.”