01 / Federal healthcare training

Help complex training work across people and settings.

Lauren’s role: Senior Director, Public Health & Behavior Change, The Hatcher Group

The problem

A federal healthcare initiative needed recurring, high-quality training delivery, with coordination across educators, project managers, the client, and participants.

The work

Lauren coordinated and supported TeamSTEPPS communications and training delivery across educators and project managers, keeping client needs and the participant experience in view.

The receipt

Nearly 500 healthcare professionals reached.

Why it matters

For healthcare and public health teams, clear language has to work inside a delivery system: with real participants, recurring schedules, and more than one person responsible for execution.

02 / Financial education

Make expertise usable enough to keep people engaged.

Lauren’s role: Advisory Board Member & Project Manager, Martin Investment Group

The problem

The financial education work at Martin Investment Group / Black Women Invest served a 9,000-member community that needed curriculum, content, and engagement systems to support learning and growth.

The work

Lauren designed curriculum, video content, and engagement strategies, alongside strategic counsel on program expansion and member-centered growth.

The receipt

40% higher user retention.
25% revenue growth.

Why it matters

For education organizations and expert-led businesses, expertise needs a clear learning structure: lessons people can use, content they return to, and a reason to stay engaged.

03 / Association communications

Give institutional work a clearer public presence.

Lauren’s role: Interim Director, Office of Access and Success, Association of Public and Land-grant Universities (APLU)

The problem

Access and success work inside a national association serving more than 200 public research universities needed stronger digital communications and audience engagement.

The work

Lauren implemented a new social media strategy for the Office of Access and Success, connecting content and audience priorities.

The receipt

133% more Twitter impressions.
72% more profile visits.
10% growth in new followers.

All three results were recorded within the first month of the new strategy.

Why it matters

A clear content strategy helps members find the work, recognize its value, and stay connected to the institution behind it.

The Receipt Rule

Every engagement should leave behind something usable.

The work should still be useful when Portfolio Haus is not in the room.

A message architecture. A proposal narrative. A training resource. An implementation brief. The form follows what the next person needs to do with it.

Read the Receipt Rule →

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