Designing a Cohesive Learning Ecosystem: Transforming Corporate Training for a Human Capital Consulting Firm

For a leading human capital consulting firm, delivering transformational learning experiences was central to their mission of helping organizations build stronger, more inclusive workplaces. With an expanding client base and a growing portfolio of leadership, compliance, and DEIJ trainings, they faced an inflection point: how to ensure their learning materials matched the sophistication and impact of their facilitation.

That’s where Planneris came in.

The Opportunity

The firm engaged Planneris to reimagine and design a comprehensive suite of training and facilitation materials for their flagship Leading with Intention series. Spanning more than 30 modules across Leadership Development, Compliance, and Diversity, Equity, Inclusion & Justice (DEIJ), this body of work required a unified instructional design strategy that could scale across industries and audiences while maintaining a high level of polish and engagement.

The firm’s training content covered an extraordinary breadth of topics, from True Colors personality assessments and Creative vs. Reactive Leadership, to Workplace Harassment Prevention and Advancing Gender Equity. While their subject matter expertise was undeniable, their existing materials lacked consistency in design, structure, and interactive elements.

Leadership recognized the need for:

• Visually cohesive and professionally branded materials that reflected their reputation as a premium consulting firm.

• Instructional designs that fostered active learning, not passive consumption, particularly for sensitive topics like bias, cultural competency, and conflict resolution.

• Facilitator-friendly decks and guides that could easily adapt to both in-person and virtual settings, ensuring seamless delivery.

They sought a partner who could understand the nuances of corporate learning and translate their expertise into impactful, user-centered materials.

The Planneris Approach

Working as an embedded design and strategy partner, Planneris delivered a full-scale instructional design transformation:

• Strategic Content Mapping: Analyzed all existing training content to identify gaps, redundancies, and opportunities for stronger narrative flow across modules.

• Innovative Instructional Design:Developed slide decks and facilitator guides incorporating interactive exercises, discussion prompts, and reflection activities tailored for adult learners in corporate environments.

• Visual Storytelling: Introduced a modern, polished visual language aligned with the firm’s brand identity, color palettes, iconography, and layouts that enhanced readability and engagement without overwhelming participants.

• Scalable Templates: Created modular design systems that allowed new trainings to be developed quickly and consistently, empowering the firm to expand its offerings without sacrificing quality.

• Collaborative Development: Partnered with the firm’s leadership and subject matter experts at every stage to ensure each deck captured the spirit and nuance of the topics while remaining accessible to diverse audiences.

The Impact

The result was a cohesive and professional learning suite that became the cornerstone of the firm’s client engagements.

• Over 30 refreshed trainings across leadership, compliance, and DEIJ now provide facilitators with powerful tools to spark meaningful dialogue and drive behavioral change.

• Enhanced participant engagement with interactive scenarios, reflection activities, and real-world case studies that resonate across corporate audiences.

• Increased facilitator confidence thanks to clear, intuitive designs that support seamless delivery and adaptation to varying contexts.

• Positioned the firm as a premium provider of corporate learning solutions, strengthening their competitive edge and enabling them to scale their impact

By reimagining their entire training ecosystem, Planneris didn’t just design decks, it elevated the firm’s capacity to deliver transformational learning at scale.