ENTERPRISE LEARNING • SAFETY • CERTIFICATION
Powered Industrial Truck Training & Certification Program
From policy to performance: designing a complete learning system that prepared operators, equipped trainers, and scaled across 18+ facilities.
My role · Program Designer & Lead Learning Developer
Organization · Coca-Cola Beverages Florida
Timeline · Design: June–December 2022 · Rollout: January–September 2023 · Ongoing: 2023–present
5,000+
associates trained/certified since 2023
18+
facilities
100+
trainers certified
50%
reduction in PIT-related lost-time and claim-worthy injuries in the first year of company-wide implementation
$250,000+
estimated savings
Enterprise Impact
Outcomes reported by the program designer. Savings are estimated from reduced injuries and accident claims.
See the Learning in Action
An 81-second portfolio reel showing technical facilitation, active learning, safety communication, and trainer development.
01 / The Challenge
One Consistent Standard. Across Every Facility.
The organization needed a scalable way to prepare and certify Powered Industrial Truck operators across facilities and equipment types. The challenge was to turn existing requirements into consistent instruction, practical operating behaviors, and clear standards for evaluation.
My Approach
I designed the learning and certification system from the ground up: curriculum, participant materials, active-learning activities, multimedia, hands-on facilitator guides, Train-the-Trainer development, and instructor evaluation rubrics.
The system connected classroom learning to warehouse-floor practice and gave local trainers a repeatable way to deliver the program.
Learning Designed Around the Work
Curriculum & Active Learning
I built a curriculum spanning powered pallet jacks, forklifts, Tygards, scissor lifts, and boom lifts. Guided notes, equipment identification, matching activities, concept maps, puzzles, and scenarios required learners to work with the material.
From Classroom to Warehouse Floor
Separate forklift and pallet-jack facilitator guides connected demonstrations with guided practice and independent performance. The I Do / We Do / You Do approach gave trainers a consistent progression for developing operator skills.
Multimedia Reinforcement
Purpose-built video examples supported technical instruction, questioning, learner engagement, and trainer presence.
Equipping the People Who Teach
Train-the-Trainer
I developed the trainer preparation process, facilitator tools, and classroom and floor-module rubrics to support consistent delivery across locations. More than 100 trainers have been certified.
Clear, Equitable Evaluation
The rubrics made teaching behaviors observable: subject knowledge, facilitation, questioning, feedback, engagement, and practical instruction. A shared proficiency scale helped trainers evaluate candidates consistently.
Beginning → Developing → Proficient → Exemplary
Design, Rollout, and Continued Delivery
June–December 2022: Design and development.
January–September 2023: Initial rollout and training.
2023–present: Continued operator certification and additional trainer development as needed across territories.
Selected Work
Explore the materials behind the program—from visual instruction and active-learning activities to facilitator guides and instructor certification tools. These curated excerpts show how I designed learning for consistent delivery at scale.
The documents shown are scaled-down perusal versions of the originals. Full watermarked versions can be provided upon request.
Select a document thumbnail to browse its shortened, watermarked preview. Company logos are obscured.
Participant Guide
Sequenced equipment modules, guided notes, and visual explanations connect classroom learning to operating tasks.
Forklift Facilitator Guide
Trainer scripts, action cues, and sequenced practice support consistent warehouse-floor instruction.
Pallet-Jack Facilitator Guide
Demonstration, guided practice, and independent performance form a repeatable teaching system.
Equipment Identification Activity
A visual labeling exercise and word bank build the vocabulary for hands-on instruction.
Concept-Mapping Activity
Sorting and mapping connect operating rules with load handling, travel, and unloading.
Visual Matching Activity
Illustrated procedures and written prompts turn safety concepts into active practice.
Safety Comparison Activity
A forklift-versus-automobile comparison activates prior knowledge and surfaces misconceptions.
Puzzle Reinforcement Activity
A collaborative puzzle reinforces operating concepts through discussion and connection.
Classroom Instructor Evaluation
Observable criteria make subject knowledge, facilitation, questioning, and feedback assessable.
Floor-Module Instructor Evaluation
A practical rubric extends instructor certification to equipment knowledge and floor instruction.
Program Policy Reference
Policy excerpts show the requirements translated into curriculum and certification tools. Reference material; no claim of policy authorship.
Safety Data Poster
A visual safety discussion prompt, with company logos and company-specific data obscured.
Participant Guide
Scaled-down perusal version · 6 selected pages · Watermarked
Forklift Facilitator Guide
Scaled-down perusal version · 3 selected pages · Watermarked
Pallet-Jack Facilitator Guide
Scaled-down perusal version · 3 selected pages · Watermarked
Equipment Identification Activity
Scaled-down perusal version · 1 selected page · Watermarked
Concept-Mapping Activity
Scaled-down perusal version · 2 selected pages · Watermarked
Visual Matching Activity
Scaled-down perusal version · 2 selected pages · Watermarked
Safety Comparison Activity
Scaled-down perusal version · 1 selected page · Watermarked
Puzzle Reinforcement Activity
Scaled-down perusal version · 1 selected page · Watermarked
Classroom Instructor Evaluation
Scaled-down perusal version · 2 selected pages · Watermarked
Floor-Module Instructor Evaluation
Scaled-down perusal version · 2 selected pages · Watermarked
Program Policy Reference
Scaled-down perusal version · 2 selected pages · Watermarked
Safety Data Poster
Scaled-down perusal version · 1 selected page · Watermarked
PIT participant guide · 184 pages. I designed the associate learning experience with sequenced equipment modules, guided notes, visual explanations, and practice activities that connect classroom instruction to safe operating tasks. Open the complete 2026 guide.
Forklift facilitator guide · 48 pages. I designed action cues, verbatim trainer scripts, and sequenced practice to make warehouse-floor instruction consistent. Open the full guide.
Pallet-jack facilitator guide · 28 pages. I built a parallel teaching system with progressive commands, demonstration, guided practice, and independent performance. Open the full guide.
Equipment identification activity · 1 page. I designed a visual labeling exercise with a word bank to help learners identify forklift components and build the vocabulary for hands-on instruction. Open the complete activity.
Forklift concept-mapping activity · 3 pages. I designed a sorting and mapping exercise that asks learners to connect operating rules with load handling, travel, and unloading tasks. Open the full activity and statement cards.
Visual matching activity · 12 pages. I paired illustrated procedures with written prompts to turn safety concepts into active sorting and sequencing practice. Open the complete activity set.
Safety comparison activity · 2 pages. I used a forklift-versus-automobile comparison to activate prior knowledge and surface misconceptions before technical instruction. Open the complete activity.
Puzzle reinforcement activity · 2 pages. I turned operating concepts into a collaborative puzzle so learners could discuss, connect, and reinforce what they had learned. Open the full activity.
Classroom instructor evaluation · 3 pages. I defined observable criteria for subject knowledge, facilitation, questioning, engagement, and feedback, supported by a shared proficiency scale. Open the full rubric.
Floor-module instructor evaluation · 4 pages. I extended the certification standard to practical instruction, equipment knowledge, learner positioning, and the I Do / We Do / You Do teaching method. Open the full rubric.
Program policy reference · 30 pages. The governing PIT policy and supporting forms provide context for the learning system. My design work translated these requirements into the curriculum, practice, and certification tools showcased here. Open the full policy.
Safety data posters · 4 pages. I designed visual discussion prompts connecting training to operational risk. This portfolio edition obscures logos and company-specific charts; national statistics remain as shown in the original training materials. Open the sanitized poster set.
Participant guide · Sample 1 of 6. Annotated control-handle visuals connect equipment terminology to the controls learners will use. Select to enlarge.
Participant guide · Sample 2 of 6. Guided notes and comparison tables turn operating concepts into active learner work. Select to enlarge.
Participant guide · Sample 3 of 6. A visual explanation makes the load-capacity and counterweight relationship concrete. Select to enlarge.
Participant guide · Sample 4 of 6. Equipment identification combines a diagram with a component vocabulary. Select to enlarge.
Participant guide · Sample 5 of 6. A labeled equipment photograph connects technical language to practical operation. Select to enlarge.
Participant guide · Sample 6 of 6. Boom-lift diagrams extend the visual learning system across equipment types. Select to enlarge.
Forklift facilitator guide · Sample 1 of 3. Action cues and verbatim trainer language standardize live instruction. Select to enlarge.
Forklift facilitator guide · Sample 2 of 3. Sequenced chunks connect trainer prompts with demonstration and guided practice. Select to enlarge.
Forklift facilitator guide · Sample 3 of 3. A structured operating check gives trainers a consistent practice sequence. Select to enlarge.
Pallet-jack facilitator guide · Sample 1 of 3. A parallel facilitator system supports consistent pallet-jack instruction. Select to enlarge.
Pallet-jack facilitator guide · Sample 2 of 3. The I Do / We Do / You Do progression scaffolds practical skill development. Select to enlarge.
Pallet-jack facilitator guide · Sample 3 of 3. Observable operator behaviors guide demonstration, coaching, and feedback. Select to enlarge.
Equipment identification activity · Sample 1 of 1. A word bank and labeling task build equipment vocabulary through active participation. Select to enlarge.
Concept-mapping activity · Sample 1 of 2. Learners organize operating concepts around related work tasks. Select to enlarge.
Concept-mapping activity · Sample 2 of 2. Statement cards support sorting, discussion, and concept mapping. Select to enlarge.
Visual matching activity · Sample 1 of 2. Illustrated procedures support sorting and sequencing for elevated-load handling. Select to enlarge.
Visual matching activity · Sample 2 of 2. Visual scenarios help learners connect safe operating concepts to practical situations. Select to enlarge.
Safety comparison activity · Sample 1 of 1. A forklift-versus-automobile comparison activates prior knowledge and surfaces misconceptions. Select to enlarge.
Puzzle reinforcement activity · Sample 1 of 1. A collaborative puzzle reinforces operating concepts through discussion and connection. Select to enlarge.
Classroom instructor evaluation · Sample 1 of 2. Observable criteria make subject knowledge and facilitation skills assessable. Select to enlarge.
Classroom instructor evaluation · Sample 2 of 2. A shared proficiency scale supports consistent instructor evaluation. Select to enlarge.
Floor-module instructor evaluation · Sample 1 of 2. A practical rubric extends certification to floor instruction and equipment knowledge. Select to enlarge.
Floor-module instructor evaluation · Sample 2 of 2. The scoring framework makes trainer-development expectations visible. Select to enlarge.
Program policy reference · Sample 1 of 2. A governing-policy excerpt provides context for the learning system; it is a reference document, not a claim of policy authorship. Select to enlarge.
Program policy reference · Sample 2 of 2. Training requirements show the policy context translated into curriculum and certification tools. Select to enlarge.
Safety data poster · Sample 1 of 1. A sanitized poster sample shows visual safety communication; company-specific data remains obscured. Select to enlarge.
Build Capability. Make an Impact.
Building a safer, more capable workforce starts with designing learning around the work itself.