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VERIFIED INVESTING · CREATIVE OPERATIONS
Rebuilding VI's Course Pipeline
I introduced pre-production planning and clearer handoffs, helping bring course turnaround from 6–9 months to 1–3.

My role

Requirements, production handoffs & process design

Context

Verified Investing · course production

Outcome

6–9 months → 1–3 months per course

Requirements
Stakeholder Management
Cross-Functional Coordination
Prioritization
01
Rework was delaying courses
Leadership wanted courses to become a larger revenue stream, but each one took six to nine months to produce. Requests often arrived without an agreed goal or clear requirements. I would begin designing, then learn what needed to change after the work came back for review. In course production, some of those decisions were still being made during editing.
02
Agree on the work before starting
I introduced a briefing step with the person requesting the work. We clarified what they needed and got leadership’s approval before production began. That gave me an agreed scope to work from and a way to resolve conflicting requests.
Agreeing on the goal early reduced decisions left to the edit.
The same approach helped me handle competing deadlines and different expectations for the design.
When sponsor graphics were needed for the weekly newsletter, I paused a website refresh to meet the fixed publication deadline. The refresh could resume afterward.
For Green Monday, the creative team wanted a bolder direction while leadership wanted to stay close to the existing brand. I developed a version that increased the visual energy while keeping recognizable brand elements, then secured approval from both sides.
03
Move decisions before filming
Course production needed the same briefing step earlier in the schedule. Previously, I would build slides from a topic, the team would film, and editing would reveal issues with the structure or content. I brought the people involved together before filming to agree on the content and branding.
I also worked with the production team to define what they needed from me to start filming. Clearer handoffs helped me avoid polishing material too early and gave production a usable starting point.

Production workflow

Make content decisions before filming

Before

01

Start from a topic

02

Build slides, then film

03

Discover problems in the edit

6–9 months per course

After

01

Agree on goals and get sign-off

02

Lock content, structure and branding

03

Coordinate the handoff before filming

1–3 months per course

Course turnaround ranges before and after the workflow change. This diagram summarizes the process.

04
Shorter production cycles
After the workflow changed, course turnaround fell to one to three months and fewer slides needed rework:
1–3
Months per course
down from 6–9
<20
Slides reworked
down from 50+
~250
Assets shipped
across all VI work, first 3 months
This was a change to how our team planned and delivered work. I contributed the briefing process and coordinated handoffs with production; the result depended on the team agreeing on content earlier. I also used the process for other creative requests running alongside the courses.
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