Decision 1: Approve the goal before designing
A brief with the requester and leadership sign-off established the goal before I built the creative assets. Conflicting requests could then be checked against the agreed scope.
ASSET TO CREATE · COVER
Cover video: From course assets to production
Animate a real course opener into a short sequence: module slide → matching script → finished lesson. End on a clean course-title composition. 12–16 seconds · 16:9.
At Verified Investing · August 2025 – August 2026
Overview
At Verified Investing, I designed creative assets and introduced clearer briefing and production handoffs. Those workflow changes helped bring course turnaround from six to nine months down to one to three.
My role
I designed the creative assets, introduced the briefing process, and coordinated handoff requirements with production.
Problem
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.
Where it showed up
In course production, some of those decisions were still being made during editing, after the slides were built and the course was filmed.
Approach
I used the brief to clarify the request, agree on scope, and secure leadership approval before work began.
Decisions
Establish the brief, settle content and branding, and confirm what production needs to begin.
A brief with the requester and leadership sign-off established the goal before I built the creative assets. Conflicting requests could then be checked against the agreed scope.
I brought the team together before filming to agree on content and branding, so structural changes could happen before slides and recordings became expensive to revise.
ASSET TO CREATE · SLIDE-SYSTEM
Animation: One course, a reusable slide system
Use The Trader’s Core: module opener → heading, image and content layout → two more real slides. Highlight consistent placement. 8–10 seconds · 16:9.
The Trader’s Core, Module 1: the opener and three teaching slides share one frame, with the heading, image and content kept in the same places.
Process change
Moving decisions earlier changed the sequence of work. The process summary below shows where agreement and production coordination entered the workflow.
Course workflow, before and after
Decisions moved from the edit to before filming; the diagram summarizes the process rather than measuring each step.
Previously, I would build slides from a topic, the team would film, and editing would reveal issues with the structure or content. I 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.
ASSET TO CREATE · HANDOFF
Animation: A slide and its matching production script
Use Momentum Mastery. Show one real slide beside the corresponding teleprompter passage. Highlight matching lines, then reveal the next pair. 10–12 seconds · 16:9.
Momentum Mastery, Module 1: each slide beside its teleprompter script, matched by the script’s slide markers.
Outcome
After the workflow changed, course turnaround fell from six to nine months to one to three. Slides needing rework dropped from more than 50 to fewer than 20 per course.
The team’s reported turnaround and slide-rework figures describe the workflow change. I contributed briefing and handoff coordination; production and leadership carried the process with me.
ASSET TO CREATE · COURSE-OUTPUT
Video: The finished course experience
Use short excerpts from The Trader’s Core and Verified Mindset: module intro → teaching slide → instructor or lesson playback. 12–15 seconds · 16:9.
Excerpts from The Trader’s Core and Verified Mindset, Module 1: module opener, teaching slide and instructor.
Goals and feedback are part of the work.
As a designer, I learned that clear goals and timely feedback matter as much as the finished asset.
Early agreement helps beyond one project.
The briefing step started with courses, but it also helped me resolve competing design expectations and manage other creative requests.
Next project
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