// Learning & Development Business Partner

Training that sticks, because it's built around the real job.

I help teams get confident with the systems, skills and processes they use every day. That means hands-on training, coaching and clear written guides, so the knowledge stays in the business instead of in one person's head.

Why me

I've been the learner who had to start from scratch. I changed career from printing to finance by going back to college. Since then I've taught myself advanced Excel, VBA, Access and SQL on the job, and I'm now working through CIMA and learning Python. I know what it feels like when training goes over your head, and what helps it land.

As a manager I've trained my own team and colleagues across the hospital on Excel, IT and our practice management system. I've coached people to grow in their roles and written down processes that used to live only in someone's head. The Learning Forge, my training and education brand, is where I'm taking that further.

How it works

  1. 01

    Diagnose

    Find where people get stuck, ask the same questions or work around a system, and what that costs in time and mistakes.

  2. 02

    Design

    Build short, practical sessions and guides using the team's own data, screens and tasks, not generic examples.

  3. 03

    Deliver

    Teach hands-on, in small groups or one-to-one, at a pace that works around the day job.

  4. 04

    Embed

    Leave behind written steps and follow-up coaching, then check whether the work actually changed.

Logbook note: success isn't "everyone attended". It's fewer questions, fewer errors, and people who can now teach the next person.

What I do

AREA 01

Systems & software training

  • Excel: from everyday formulas to pivot tables, macros and VBA, taught on the spreadsheets people actually use.
  • Business systems: practice management, accounting software (Sage, Xero) and the reports that come out of them.
  • IT basics: the everyday tools and habits that stop small problems turning into helpdesk tickets.

The shift People who use their tools confidently, instead of working around them.

AREA 02

Coaching & team development

  • One-to-one coaching to help team members grow into bigger responsibilities.
  • Building a team's skills: developing a finance team of five across ledgers, insurance claims and credit control.
  • Cover and succession: cross-training so work keeps moving when someone is away.

The shift A team that grows, rather than one that depends on its manager.

AREA 03

Process guides & SOPs

  • Writing it down: turning complex monthly routines into step-by-step guides anyone can follow.
  • Role documentation: clear breakdowns of what a role involves, for handovers, recruitment and onboarding.
  • Printable manuals: complete, illustrated guides for technical kit and systems.

The shift Knowledge that survives holidays, handovers and new starters.

AREA 04

Learning content & design

  • Courses and workbooks under The Learning Forge.
  • Designed to be read: my graphic design background means guides look clear and inviting, not like a wall of text.
  • Practical examples first: every concept is tied to a real task, because that's how people learn.

The shift Training material people actually open again.

Ways to work together

Start here

Skills Check

A short review of where your team gets stuck with its systems and processes, with a prioritised training plan.

Hands-on

Training Sprint

A focused set of practical sessions on one system or skill, plus written guides your team keeps.

Ongoing

L&D Partner

Regular coaching, new-starter training and keeping guides up to date as your tools and team change.

Talk it through

For employers

Whatever my job title, developing people has always been part of it. I've built and led a team, trained colleagues across departments and documented processes so the business doesn't rely on any one person. I bring a manager's view of what training is for: better work, fewer errors and people ready for the next step.

More about me Get in touch

Where it meets the rest of my work

Related projects

All L&D projects →

Questions

Do you only train finance topics?

No. Finance systems and Excel are where I've done the most, but the approach works for any system or process your team uses every day.

Is it in person or online?

Either. Hands-on sessions work best in person; follow-up coaching and refreshers work well online.

What do we keep afterwards?

Written guides and templates that belong to you, so new starters can use them without needing me.

Is your team working around its tools?

Let's find out where training would make the biggest difference.

Get in touch