We know when it comes to work issues and challenges, workers and learners “figure it out.” But how do we help boost their ability to discover solutions for themselves and make the process better, faster and cheaper? How do we craft learning strategies that extend the knowledge we provide them beyond the walls of training towards application to real work problems and situations?

Workflow Learning is a boots-on-the ground learning approach that is rooted in the knowledge that people are continuously learning in the workflow.

Today there is a demand by top leaders to push training design and delivery beyond the walls of instruction-led learning towards learning in the workflow. Learning and training provide the foundational skills and knowledge. However, when workers go back to work after training, they face work issues not covered in the classroom, eLearning or even in support documents like FAQs and references. They also have forgotten many of the ideas. This problem leaves workers to fend for themselves and figure out how to deal with work issues. This often causes risks, liabilities, high operating costs, slow actions, and failures while workers are doing their work.

Although many trainers and designers add scenarios, games, simulation, and exercises to “approximate” the work issues, these methods, at best, are attempts to bring training closer to work applications. They are inadequate and cannot be relied upon to cover contingencies and exceptions that happen in daily work. Therefore, it is imperative that trainers and designers enhance their requisite skills and knowledge along with helpful tools to design workflow learning strategies.

In these two distinct workshops (1) Workflow Learning in Compliance and Safety (2) Workflow Learning in Operations, Processes, and Software, you will learn and be able to apply the following skills, knowledge, and tools.

  • Find opportunities to reduce risks, lower costs, and improve performance in areas which may be missed in learning and training.
  • Design and deliver learning to connect classroom, eLearning, and performance support to workflow applications
  • Structure learning objectives to include work applications and handling unforeseen work issues.
  • Design interactive methods to help workers get to the bottom, decipher and find solutions and answers to specific work issues.
  • Use 15 ready-to-use templates on work application tools for higher level thinking and cognitive skills such as: analysis of work issues, prioritization, troubleshooting, decision-tree, 80/20 rule, handling deviations, reading data, developing solutions, finding answers and many others.
  • Discover methods that enable and encourage workers to seek help, share and learn from others to resolve work issues.
  • Design methods for quick needs assessments and instant answers and solutions.
  • Implement tracking and monitoring for results in workflow learning.

NOTE: The workshops are NOT about creating scenarios or exercises to “emulate work issues.” Rather, they FOCUS on implementing design methods that allow workers to “think through” and fix, solve and improve actual and real-life issues. You will learn how to bridge the gap between learning and doing. These unique workshops equip you, the trainers and designers, to enable workers’ learning in the workflow.

Oftentimes workers encounter challenges at work which may not have been covered during training. These issues are unexpected, unknown, and present deviations from standards, procedures, and results. These deviations cause delays, stoppages, low yields, breakdowns, equipment failures, high reject levels, low efficiencies, and many other undesirable outcomes. Workers need to get to the bottom of the work issues, figure out the answers, and apply that knowledge to handle the issues and challenges. Trainers and designers must find ways to utilize ideas from training, learning and performance support materials, with the purpose of enabling workers in their troubleshooting, problem-solving, resource allocation, prioritization, escalation, and collaboration with others to find and create immediate solutions.

In this workshop, you will experience first-hand how to design and deliver learning programs that help workers learn in the workflow. You will gain practical knowledge on how to extend Workflow Learning ideas to aid workers in resolving work issues related to inefficiencies, high costs, and low performance.

There are high-risk work issues in compliance, such as safety, employment, near misses, toxic wastes, crisis situations, ethical issues, fraud, crime and abuse, and many others. Workers often face day-to-day pressures at work that require them to make decisions, take actions and follow regulations and procedures. Unfortunately, situations have unique issues, specific context, and challenges. Workers need to figure out the answers and apply these knowledge to comply with rules and regulations while protecting lives and assets of the company including the avoidance of catastrophic consequences.

In this workshop, you will experience first-hand how to design and deliver learning programs that help workers’ learning in the workflow, enabling them to apply ideas and resolve work issues related to compliance and safety.

The two workshops are designed for trainers, designers, developers, leaders, and managers who want to ensure that after their training and learning programs, workers are able to apply ideas and skills at work. Participants are those who want to reduce the gap between learning and training and ensure that workers manage work issues as they happen while doing work.

After the workshops and the use of the trainer's guides and resources, you will be able to implement our own Workflow Learning Workshop.

Train-the-Trainer and Designer Work Guide

The work guide contains the following.

  • A step-by-step process of reviewing and designing answers and solutions to add applications in learning in the workflow
  • 10 Work Applications templates for higher level thinking and cognitive skills
  • Designing Instant Needs Assessment and Instant Answers
  • Applications of "Kirkpartrick's Levels 3 and 4" standards
  • Implementation Plan
  • Workshop handouts
  • Online access to references

Trainer's Starter Kit

The Trainer’s Starter Kit helps trainers and designers in the implementation of their own in-house Workflow Learning mini-workshops.

Contains ready-to-use trainer resources for you to apply in implementing classroom or eLearning activities.

  • 10 short video lessons to help trainers and designers implement work applications projects of Workflow Learning
  • PowerPoint presentation of 10 applications templates
  • 10 Exercises to support each video lesson
  • 10 live Storyline and Captivate interactive tools for eLearning or classroom exercises and Workflow Learning
  • Participant handout to accompany the 10 mini-lessons

One year free membership included in the workshop.

Vignettes’ Club is a limited-access and for members-only online resource. It is designed to help trainers, designers, developers, and learners to upskill in areas of instructional design, development and delivery. Specifically, the resources include topics like Story-Based Design, Scenario-Based Learning, Microlearning, Virtual Training, Workflow Learning and others.

As a basic member, you are invited to attend private and small group weekly mentoring sessions and access online videos, demos, recordings, and ebooks. Please see more.

The workshop has three parts:


  Ray Jimenez, PhD
  William J. Ryan, PhD
  Melissa Erceg Dougherty
  Jonathan Workman
  Jeffrey Riley
  Delia Smola

For interested participants outside of the US with inquiry regarding time differences, please let us know so we can assist you further. Thank you.

Workshop 1
Workflow Learning in Operations, Processes and Software

April 2020

Main Session Dates:
Session 1 - April 14, 2020
Session 2 - April 21, 2020
Session 3 - April 28, 2020

Fallback date: February 19, 2020
(In case session is moved due to technical issues.)

Session Times:
8:30 am - 10:00 am - Pacific
9:30 am - 11:00 am - Mountain
10:30 am - 12:00 pm - Central
11:30 am - 1:00 pm - Eastern


July 2020

Main Session Dates:
Session 1 - July 21, 2020
Session 2 - July 24, 2020
Session 3 - July 28, 2020

Fallback date: April 30, 2020
(In case session is moved due to technical issues.)

Session Times:
8:30 am - 10:00 am - Pacific
9:30 am - 11:00 am - Mountain
10:30 am - 12:00 pm - Central
11:30 am - 1:00 pm - Eastern

For participants from other time zones similar to these:
Singapore - 11:30 pm - 1::00 am SGT
London - 4:30 pm - 6:00 pm BST
Please email us to let us know how we can help with special arrangements and mentoring support. Kindly provide us with details to better assist you.

Registration Fees:

One participant - $795.00
Please note that this is the cost for each of the aforementioned workshops.

10% Early Bird Discount
(valid for registration not later than 15 days before the workshop)

Other Discounts:

10% for the second participant from the same company.
5% Government/Non-profit Discount
Please contact us for assistance.

Group discount for several participants, or attending both workshops.
Please contact us for assistance.

The workshop is an in-depth, highly interactive experience employing varied multimedia lessons, mini-projects, individual coaching and mentoring. Due to the personalized attention you receive from facilitators and mentors, workshop seats are limited. Reserve your seats early.

Organizations use many forms of collaborative and learning platforms. The workshop does not require participants to use one nor does the workshop promote any specific software or platform. Instead, a proprietary system will be used to enable participants to have hands-on experience throughout the duration of the workshop. Participants will be asked to review, explore or use their company’s or other providers' software and platforms for more meaningful application as needed.

Ray is an incredibly likeable, relatable presenter who provided practical, hands on solutions to issues that run across all organizations. I enjoyed this workshop more than any other I've attended in my professional career.

Aimee Lantzy
Creative Studio Director
Alchemy Systems

This really great seminar successfully addresses ways to provide critical, workflow learning solutions in multiple domains (business, education, etc.). Additionally, the content of the seminar was structured in a way to provide participants with the tools to adapt and customize the tools and processes to fit their own needs.

Dr. Jimenez is an engaging, educated and entertaining instructor. He built on his ideas in an excellent manner, starting with a broad foundation and working up to the specific, all the while checking in with the participants to ensure that everyone understood, before progressing.

David Greenfield
Consulting Educator &EdD candidate
Learning Technologies

“Ray is one of the most natural teachers I have ever met. He is able to take all the high-level concepts that he has studied, discovered and used, and bring them down to a level where almost anyone can understand them.”

Bob Jones
IT Specialist
Johns Hopkins University


Practical applications on how to help workers think, fix, solve and improve problems and learn while doing work. 250 pages presenting case studies and best practices, technical solutions and implementation of Workflow Learning.


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