Anita M | AI in L&D, Learning Strategy & Workforce Readiness

ABOUT ANITAM

I design learning systems that improve performance. The AI part is where things got interesting.

I'm a senior instructional designer and AI-in-L&D strategist embedded in enterprise financial services, where training has to be accurate, defensible, and actually used. My work sits at the intersection of learning design, performance consulting, and practical AI integration.

AnitaM | AI in L&D Strategist

THE WORK

Currently, I lead learning transformation initiatives ...

across financial advisor onboarding, field enablement, and AI capability building at a Fortune 100 financial services organization. My projects range from curriculum redesign and needs analysis to AI-powered performance support tools and program evaluation.

Recent work includes designing a milestone-based readiness model that replaced a traditional time-based curriculum, building an AI-enabled coaching solution that surfaced performance trends for managers that won an internal innovation competition.

The bottomline: I focus on learning that connects to real performance outcomes, not just completion data.

Advisor Onboarding

Building readiness from day one.

Field Enablement

Equipping advisors to grow.

AI Capabilities

Practical AI skills for real work.

Performance Support

Tools & coaching that drive impact.

WHAT I BELIEVE ABOUT LEARNING DESIGN

My Philosophy

I'm skeptical of trends that outrun the evidence. Not because I'm conservative, I'm often the person arguing for AI integration when others are still debating it, but because I've seen enough well-intentioned training fail to take "innovative" at face value.

Most performance gaps aren't training problems

The best design decision is often to identify what's actually blocking performance before building anything. A needs analysis that finds a workflow problem saves everyone six weeks of course development.

AI accelerates good strategy but doesn't replace it

The L&D teams getting real value from AI are the ones who started with clear performance gaps and worked backward. The teams chasing tools are producing more content, not better outcomes.

Measurement matters from the start

If you can't connect learning activity to a business outcome, you're either measuring the wrong things or measuring too late. I build evaluation into program design not as an afterthought at the end.

A LITTLE ABOUT HOW I GOT HERE

My Background

Over the past decade, I've worked with organizations ranging from international NGOs to Fortune 100 financial services firms. I've designed programs for financial professionals navigating FINRA requirements, advisors building client relationships under regulatory constraints, and L&D practitioners trying to figure out where AI actually fits into what they do.

I'm based in New York City and available for strategic consulting, advisory work, and speaking engagements.
Germany

Grew up in Germany where I discovered my passion for traveling.

United States

Moved to New York City and started career in the art world.

Vietnam

Moved to Saigon to embrace a new chapter in life.

Learning Design

Built online course  & got M.Ed. in Learning Design & Tech.

Consulting

Transitioned into enterprise L&D consulting.

AI & Strategy

Focused on AI strategy & performance support at scale.

Want to work together?

If you're navigating an L&D challenge that involves AI, performance gaps, or both, let's talk. I work on a limited number of projects at a time and I'm direct about whether there's a fit.