Corporate Values Introduction

Global Marketing Services Organization


Core values are what support a company's vision and shape the culture.  Values are the essence of the company’s identity – the principles, beliefs and philosophy.  But often companies roll-out their values statements and then move on to new things.

For this project Jill and I managed the roll-out of the client's restated core values to their field sales organization (40 markets).  These are the people who don't have the benefit of being in a corporate headquarters where communication can be reinforced in the office environment. 

To make sure the organization began living the values over time, we recommended and implemented a 6-month organizational engagement effort that included working with field employees to create and showcase how they live the values everyday.  Each field organization submitted videos, collages, poems, songs, and testimonials which were highlighted at the company's year-end meeting.

Market Manager Skills Training

Global Marketing Services Organization

The challenge for this client was to create a learning system for market managers that helped the organization more consistently:

  • Develop strategic recommendations.
  • Manage account relationships.
  • Train and develop direct reports.


Over the course of two years Jill and I developed a learning system called Drive.  The Drive branding was developed by our colleague, Laura Luciano.  Here are some highlights of what we implemented for the organization:

  • Training needs assessment.
  • Manager competency model.
  • Strategic thinking framework.
  • Twelve e-learning skill modules.
  • Skill-building exercises and quizzes.
  • Manager skills self-assessment.
  • Measurement strategy.
  • Communication plan.
  • Year-end in-person training sessions.
  • Year-end recap and progress report.

New Hire Orientation

Global Marketing Services Organization

E-learning Topics


Welcome Videos


New hire orientation is always fun to work on!  New hires are full of enthusiasm and desire to learn, so creating materials for them is very gratifying. 

In this project Jill and I developed a 10-module e-learning system to welcome new hires and orient them to their new organization.  Each module included video welcome messages from organizational leaders that were customized for the module topic.  The modules featured:

  • A company overview.
  • Compliance and key policies
  • Organizational structure
  • Roles and responsibilities
  • Quizzes and a final knowledge check
  • A Manager Guide

Sales Force Reorganization and On-boarding

Global Consumer Package Goods Company

Pilot and Roll-Out Materials


Retail Store Simulation

The challenge for our CPG client was to transition part of the company's direct salesforce to a 3rd party broker model.  Jill and I supported this change for over two years.  It was great to see a change like this from start to finish.  Our work included:

  • Assessing learning needs for the broker.
  • Creating blended learning approaches.
  • Piloting training for a two-market test.
  • Writing e-learning for the roll-out.
  • Leading in-person training in 12 geographies.
  • Simulating a store environment.


After the roll-out we continued to support our client with a post-implementation measurement strategy that included interviews with organizational leaders on how the change was being received in the field and the effectiveness of the new broker model.  We also led  a series of high performance team sessions with the client and broker to help strengthen their working relationship, clarify roles and responsibilities, and celebrate the success of the new business relationship.

Jodi Sansone

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