Virtual Playbook

Virtual Insights
from the Field

Two Case Studies to Reimagine
the Learner Experience

How do we build the next wave of innovation when it comes to virtual working, learning, and gathering? In this webinar, learn from two teams that made quick pivots to activate a large-scale virtual strategy designed for long-term impact. Gayle Beebe of Salesforce and Tom Muehlbauer of Optum will share insights about their redesigns of previously-in-person events into successful, large-scale virtual experiences. We’ll also dive into insights for assessing your team’s readiness for a long-term virtual strategy and considerations for bringing that strategy to life.
Gayle Beebe
Tom Muehlbauer
Sharon Boller
Andy Erickson
Jim Ruberg
Register for the webinar now! When you sign up, you’ll receive a copy of our Virtual Playbook, a helpful tool for designing and building virtual solutions that move your business forward.

Virtual Playbook

A Game Plan for Activating Virtual Strategies Through People

Taking a long-term, human-centered approach to virtual strategy has the potential to create substantial positive impact. That’s why we’ve gathered our most useful tools and frameworks for virtual working, learning, and gathering into an interactive playbook. Use this resource to:

  • Assess your organization’s readiness to adapt.
  • Understand factors that support a brain-based approach.
  • Design meaningful virtual experiences.
  • Choose the right technologies for your desired virtual path.
  • Engage your team through effective virtual facilitation.

*Please note interactive features may not work on a mobile device

Click here to download the playbook.

Playbook spotlight: Virtual Experience Design Canvas

When you’re designing a virtual experience—whether a team meeting, collaborative workshop, or large conference—it’s important to center the lens on the performer. There are five key phases of your event experience to keep in mind:

In each phase, consider what you’d like your participants to THINK, FEEL, and DO. Download the Virtual Playbook for insights and strategies on planning your event with a human-centered approach!

About the presenters

Gayle Beebe

Director of Leadership Development at Salesforce
Gayle Beebe has been in the Learning & Development community for more than 20 years. Her journey to corporate learning was not a traditional one, having received her undergraduate degree in Music Education, and then spending 12 years as a middle/high school band director. While completing her Master’s degree in Instructional Design, Gayle relocated with her family to the Indianapolis area, which provided the opportunity to move into corporate learning. In her current role, Gayle focuses on leadership development at all levels in the Technology & Products organization of Salesforce, including executive leadership workshops, women’s leadership, and new manager development.

Tom Muehlbauer

Director IT Management at Optum
Tom Muehlbauer has worn many hats during his IT career. After spending over 10 years at Thomson Reuters as a network engineer he moved to Cisco Systems, where he tested the software for the Cisco core router and directed all software development and testing for the Minnesota-based team. He transitioned into IT program and project management at Express Scripts. Now, at Optum, he’s done program management, management in the PMO, and IT training at Optum Tech University. He has been PMP certified since 2005.

Sharon Boller

Sharon Boller, Managing Director and Solution Architect
Sharon Boller came to TiER1 Performance via Bottom-Line Performance, a learning solutions company she founded in 1995. She and Kirk Boller, her husband and business partner, grew the company into a $4M+ business before BLP was acquired by TiER1 in 2019. Sharon started BLP because she had a huge passion for learning and a desire to design solutions that help companies maximize people and profits, and she has brought those talents with her to TiER1! She’s built significant expertise in the arenas of learning game design, design thinking for solving performance challenges, leadership development, and strategy development.

Andy Erickson

Senior Solutions Consultant
Andy Erickson brings over two decades of software development and systems engineering experience to his work. He’s able to talk tech, support training and development needs, and facilitate conferences and work groups of any size. He loves to bring out the best performance in people, showcasing the value they bring to their work and unlocking that value for their organization. Andy is also a regular volunteer for the Cincinnati chapter of HOPE worldwide, an international volunteer organization bringing resources, supplies, and relief to disaster areas around the world.
Photo of Jim Ruberg

Jim Ruberg

Managing Director Virtual Strategies
Jim Ruberg is a Managing Director at TiER1 with a passion for organizational evolution. He has held multiple senior leadership positions in business performance improvement consulting, talent management, and talent development. He’s also had decades of experience collaborating with teams across the globe – both in-person and virtually. Jim has helped organizations launch new businesses and products, merge and integrate separate companies, select and implement new technologies, and transform mindsets and behaviors to align with new strategies.