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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
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.
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.
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
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.
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.