LXD Case Study Collection

Reimagining Professional Development for Independent Booksellers

Role: Director of Education

Organization: American Booksellers Association

Years: 2022–2025

Focus Areas: Learning Design · Experience Design · Service Design

Tools: Google Workspace, Calendly, Zoom, Drupal, Monday.com, Swoogo, SurveyMonkey

Team: Led a three-person Education team; collaborated with Event Logistics, Marketing, Membership, and the Executive suite.

Independent bookstores face a unique challenge: owners and staff wear many hats, often without access to formal professional development. During my time at ABA, I set out to design learning experiences that not only built skills but also created connection and confidence for booksellers doing complex, people-centered work.

What began as small experiments—like a shared template library or a virtual management book club—grew into an interconnected suite of programs. Each initiative addressed a different challenge—streamlining operations, fostering peer learning, or building management capacity—but together they formed a comprehensive learning experience ecosystem for booksellers.

  • My design approach was rooted in learning experience design (LXD):

  • Identifying where booksellers needed both knowledge and confidence.

  • Creating accessible, user-friendly tools and programs.

  • Building structures that encouraged reflection, practice, and community.

In each initiative, the goal was always the same: empower booksellers with the skills, networks, and resources they needed to sustain their businesses and thrive as professionals.

Jump to:

Session Design & Presentation

Small Business Training for Independent Bookstores

Discover

Each year, regional bookseller conferences drew a wide mix of attendees — from frontline staff to store owners — looking for practical, relevant education. Through conversations with booksellers, analysis of past conference feedback, and consultations with regional association directors, I identified persistent gaps in training. Topics like financial fluency, crisis preparedness, and cash flow management surfaced repeatedly as areas where stores needed clarity, actionable strategies, and confidence.

Define

Working closely with ABA’s executive suite, I proposed and refined a short list of training subjects aligned with both member needs and industry trends. For example, in 2023, a year marked by climate-related disasters and increased harassment of bookstores, we prioritized a session on crisis preparedness. In 2024, as many stores reported cash flow struggles, a financial stability workshop took center stage. Each session was designed to serve a broad audience, bridging the needs of owners, managers, and frontline staff, while highlighting ABA’s resources like the ABACUS Benchmarking Report and Right to Read Toolkit.

Develop

I collaborated with internal and external SMEs — from seasoned booksellers at ABA to frontline booksellers who had firsthand crisis experiences — to ensure content accuracy and relevance. To make complex or difficult subjects more engaging, I used a narrative structure, weaving in real bookstore stories and humor where appropriate. Instructional design principles guided the format: content was chunked for retention, supported by clear visuals, and accompanied by resource guides and templates. Deliverables included slide decks, worksheets, and recorded virtual encores in both video and podcast form for post-conference access.

Deliver

Over three years, I presented these sessions in person at regional conferences across the country, followed by live virtual encores to extend reach. The trainings consistently ranked among the top-rated sessions at each show, and feedback highlighted their clarity, practicality, and engaging delivery. One session moment even sparked long-lasting conversations: after I emphasized that fire extinguisher training is legally required, booksellers brought it up with me for years afterward. One store owner even invited me to walk through his space before opening to determine the best placement for fire extinguishers — a small but vivid sign of knowledge turning into action.

Conference Speaking Engagements

Bookstore Resource Library

Job Aids, SOPs, and Templates

Discover

Across the industry, booksellers regularly voiced the same frustration: too much time spent reinventing the wheel. Whether drafting a consignment agreement, onboarding a new staff member, or preparing a daily checklist, store leaders were recreating documents that others had already built — with limited ability to share or adapt them across the field. This duplication of effort was a significant drain on efficiency and often led to uneven processes between stores.

Define

I identified a clear opportunity to reduce this friction through a shared solution. The challenge was not simply to compile documents, but to design a scalable, user-centered resource system that would serve stores of every size and business model. The resources had to be customizable, sustainable, and easily accessible — not static PDFs that created extra work.

Develop

To meet this need, I created the Bookstore Resource Library, a collection of editable job aids, SOPs, and templates built in Google Docs and Sheets. This approach gave members:

  • Easy customization via editable templates rather than locked PDFs.

  • Real-time updates to keep documents current without repeated uploads.

  • Accessible, adaptable tools for immediate use in diverse contexts.

Each resource was structured with clarity, adaptability, and cognitive load reduction in mind — allowing busy booksellers to quickly implement or adjust without starting from scratch.

Deliver

The library launched with resources spanning critical bookstore functions, including:

  • Operations (daily checklists, emergency action plans, business continuity planning).

  • Personnel & Policies (onboarding checklists, fair treatment policies, performance plans).

  • Buying & Inventory (consignment applications, order forms, invoices).

  • Financial Management (ABACUS benchmarking resources).

  • Events & Marketing (event safety guidelines, calendar handouts, planning guides).

The Bookstore Resource Library became an industry support system, streamlining workflows and empowering stores to focus more on books and community than on paperwork. By leveraging collaborative technology and shared expertise, the library turned recurring individual pain points into a collective solution that continues to evolve with the industry’s needs.

BookED

Designing the Bookstore Education Podcast

Discover

Independent booksellers juggle demanding schedules, often making it difficult to attend or revisit live training. Conference recordings had value, but access was inconsistent, and members repeatedly asked for more flexible ways to engage with content. Through analyzing past conference feedback, tracking member education usage, and conversations with booksellers, I identified a clear need: learning opportunities that could fit into the margins of their day — during receiving shifts, commutes, or personal time.

Define

To meet this need, I proposed packaging education in podcast form, which would offer easy, on-demand access and broaden ABA’s reach beyond event attendees. I collaborated with the executive suite to frame BookED as more than just a conference archive — it would be a year-round content channel highlighting ABA resources, bookseller voices, and industry advocacy. Together, we defined an editorial calendar that balanced education, marketing, and advocacy, ensuring both consistency and variety.

Develop

I coordinated with videographers, event staff, and panelists to capture clean conference audio, then edited and mastered files in Audacity, recorded introductions, and packaged episodes with clear metadata for discoverability. Beyond conferences, I built cross-departmental collaborations to diversify programming, combining:

  • Conference sessions, rotating into backlog recordings when new content ran out.

  • Indies Introduce author interviews, recorded in partnership with ABA’s program manager and bookseller committees, creating new promotional opportunities for authors, bookstores, and the program.

  • Recordings from new virtual education series I initiated (monthly lightning talks, business book club, and content with industry partners).

  • Advocacy-focused episodes led by ABA’s ABFE manager, spotlighting bookstores and community members fighting censorship and defending the right to read.

Deliver

I launched BookED across major podcast platforms via Libsyn, managing syndication and scheduling consistent weekly releases. The result was ABA’s first evergreen audio channel, extending conference impact, elevating cross-departmental initiatives, and strengthening member engagement throughout the year. By design, BookED was accessible, flexible, and human-centered — meeting booksellers where they were and turning fragmented training moments into a cohesive educational resource.

Book Biz Book Club

Iterating Professional Learning for Booksellers

Discover

In the early days of the pandemic, bookstore owners and managers were balancing urgent personnel challenges, operational uncertainty, and the physical and emotional safety of frontline staff. Many had shelves stacked with aspirational business titles but little time or structure to engage with them. A virtual book club created accountability that transformed those unread books into practical learning while also fostering a support network among peers. Early feedback was clear: booksellers weren’t just seeking new skills—they wanted a trusted cohort to navigate the real work of running bookstores together.

Define

I launched the Book Biz Book Club as a virtual learning community for bookstore leaders—primarily owners and managers. Originally conceived as a management-focused group, it quickly became a place for candid conversation about personnel management, operations, and the realities of HR. The goals were twofold:

  • Professional development through structured reading lists I curated.

  • Cohorting and connection, allowing managers to compare notes, trade best practices, and build lasting peer networks.

The intent was to create a low-barrier way for busy managers to learn while building a trusted network.

Develop

The program moved through multiple iterations, each responding to engagement data and attendee feedback:

  • Grassroots beginnings: While managing Third Place Books, I facilitated a panel on personnel management with fellow bookstore owners from across the PNW and Kim Scott, author of Radical Candor. The response was so strong that we decided to keep the momentum going, and the Management Book Club was born. What began as informal conversations quickly became a vital space for managers to feel less isolated and more supported during the pandemic.

  • National expansion: After joining ABA, I scaled the club, first running regional groups, then consolidating into a monthly nationwide discussion. The mix of manager-led facilitation and open dialogue gave the program a repeatable structure while still leaving room for authentic connection.

  • Iterative adjustments: As Zoom fatigue set in, I alternated topics—one month on personnel management, the next on broader operational skills like project management or customer service. This sustained engagement while diversifying value.

  • Pivot to interviews: Attendance data suggested more booksellers were reading along than attending live—a dynamic I recognized from in-store clubs. To address ROI while preserving value, I piloted a quarterly format with author interviews. The first, with Seth Godin, became a BookED feature, giving members fresh, high-profile content.

Deliver

The iterative approach delivered several outcomes:

  • Sustained engagement: Even as virtual attendance waned, shifting to recorded interviews allowed booksellers to continue developing professionally while preserving the built-in accountability that comes with a shared reading list.

  • Content strategy insights: Testing multiple formats clarified how to balance live connection with scalable, recorded programming.

  • Human connection: Despite attendance challenges, the club still forged meaningful bonds. Managers who first met virtually later traveled to visit one another’s stores, showing the power of cohorting even in a digital format.

The Book Biz Book Club became both a professional learning tool and a strategic experiment. It demonstrated that while live virtual cohorts offer unmatched connection, hybrid or recorded formats can extend reach and impact—insights I carried into future programming design.

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Bookstore Education Conference Design: A Case Study