For a leading human capital consulting firm, delivering transformational learning experiences was central to its mission of helping organizations build stronger, more inclusive workplaces. As the firm’s client base expanded and its portfolio of leadership, compliance, and DEIJ offerings grew, leadership reached an inflection point: ensuring that training materials matched the sophistication, credibility, and impact of their facilitation.

That is where Planneris came in.

Challenge

The firm’s training content spanned more than 30 modules across Leadership Development, Compliance, and Diversity, Equity, Inclusion, and Justice (DEIJ). Topics ranged from personality assessments and leadership behaviors to workplace harassment prevention and gender equity.

While the firm’s subject matter expertise was deep and well-established, its training materials lacked consistency in design, structure, and instructional flow. Leadership identified the need for:

• Visually cohesive, professionally branded materials that reflected the firm’s position as a premium consulting provider

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• Instructional designs that encouraged active learning rather than passive consumption, particularly for complex and sensitive topics
  
  
• Facilitator-friendly decks and guides that could adapt seamlessly across in-person and virtual environments
  
  

They sought a strategic partner who could translate content expertise into engaging, scalable, and user-centered learning experiences.

Collaborative Approach

Planneris partnered with the firm as an embedded design and strategy collaborator to deliver a comprehensive instructional design transformation.

The engagement began with strategic content mapping, analyzing existing materials to identify gaps, redundancies, and opportunities to strengthen narrative flow across modules. From there, Planneris reimagined the learning experience through a combination of instructional rigor and visual storytelling.

Key elements of the approach included:

• Instructional Design and Facilitation Tools: Developed redesigned slide decks and facilitator guides incorporating interactive exercises, discussion prompts, and reflection activities tailored to adult learners in corporate settings
  
  
• Visual Storytelling: Introduced a modern, cohesive visual language aligned with the firm’s brand identity, including refined layouts, iconography, and color usage that enhanced clarity and engagement
  
  
• Scalable Design Systems: Created modular templates that enabled the firm to rapidly develop new trainings while maintaining consistency and quality
  
  
• Collaborative Development: Worked closely with firm leadership and subject matter experts to ensure each module preserved nuance, credibility, and accessibility for diverse audiences
  
  

Throughout the engagement, Planneris balanced structure with flexibility, ensuring materials could scale across industries, audiences, and delivery formats.

Results

The engagement resulted in a cohesive, professional learning ecosystem that became a cornerstone of the firm’s client engagements.

• More than 30 refreshed training modules now equip facilitators with clear, engaging tools to drive dialogue and behavioral change
  
  
• Enhanced participant engagement through interactive scenarios, real-world case studies, and reflective exercises
  
  
• Increased facilitator confidence and consistency across delivery contexts, including virtual and in-person environments
  
  
• Strengthened the firm’s positioning as a premium provider of corporate learning and workforce development solutions, enabling continued growth and scale

By redesigning the firm’s training ecosystem end to end, Planneris elevated not just the materials, but the firm’s overall capacity to deliver transformational learning at scale.

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