Examples

• New Product Training - Major Financial Services Company

  Project leader for new product rollout training for over 1,000 employees, including creating the project plan, working with subject matter experts, designing the training, writing the instructor guide, overseeing scripting and filming of an executive video, and scheduling the rollout of the training.

• New Employee Orientation Process - Major Consumer Products Company

  Project leader for developing an orientation process, including creating the project plan, assessing needs, analyzing the current process, developing integration plans with operating units, designing and piloting the process.

• Industry Orientation - High Tech Company

  Project leader for developing an orientation to the industry, including creating the project plan, assessing needs, working with industry specialists, and designing and piloting the program.

• Call Center Training - Major Financial Services Company

  Project leader for redesigning the eight week training program for new call center employees, including creating the project plan, developing a project team of internal and external resources, securing support from and alignment within the management team, conducting needs assessment with current staff, supervisors and managers, creating a coaching process, and designing the eight week training process.

• New Underwriter Training - Regional Insurance Company

  Project leader for designing a five-month training program for new underwriters, including assessing needs, collaborating with management, designing the program, developing senior staff as trainers, and teaching the communication and decision-making modules of the training.

Needs Analysis and Competency Models

Examples

• Company-Wide Needs Assessment - Fortune 500 Manufacturing Company

  Project leader for implementation of a company-wide training needs assessment, including creating the project plan, writing interview questions for executives, designing and facilitating focus groups with managers, creating and implementing a survey for employees, analyzing and presenting the data, and making recommendations for both training and non-training issues.

• Competency Development and Implementation - Regional Insurance Company

  Developed and implemented a competency-based management model and development program for senior and middle managers including designing and conducting the research, developing the competency model, designing real world case studies, in-basket exercises, and simulations, and implementing the program.

• Function-Specific Year-Long Training Plan - Major Software Company

  Project leader for development of the training plan for a world-wide supply chain function, including creating project plan, tailoring and augmenting the competency model, working with management to identify needs, analyzing data, recommending classroom, discussion, e-learning, and individual coaching components, and planning the year-long schedule.

• High Performing Sales Model - Major Insurance Company

  Project leader for development of a model of a high-performing sales person, including creating the project plan, designing the study, interviewing and observing top performers on sales calls, analyzing performance, creating the model, and developing recommendations for implementation of the model in training for new sales staff.

• Benchmarking Management Development - Fortune 100 Energy Company

  Project leader for management development benchmarking study, including creating the project plan, identifying top-performing companies, securing site-visits for management with those companies, conducting phone interviews, analyzing and presenting the data, and making recommendations for implementation based on the company's needs.

Organizational Change Initiatives

Examples

• Strategic Change Initiative - National Professional Organization

  Designed and facilitated events for identifying a new strategic direction for the organization, including co-designing and facilitating a two-day event for 80 individuals selected for their diverse roles within the organization, working with management to analyze the results, co-designing and facilitating a two-day strategic planning session with the organization's board, planning committee and key staff.

• Organizational Redesign Support - Major United Kingdom Bank

  Project leader for designing and implementing training support for a large organizational redesign project, including creating the project plan, leading a team of internal and external resources, assessing needs, designing and facilitating sessions with senior mangers and supervisors, designing and implementing a two-week training event consisting of division-wide modules and function specific modules for eight different functions.

• Strategic Planning - National Professional Government Organization

  Consultant for national strategic planning process including customizing the strategic planning approach, interviewing leaders and organizational representatives, co-facilitating a three-day strategic planning retreat, monitoring progress and leading follow-up meetings with the committee and the national membership.

• Facilitation - Regional Planning Organization

  Small group facilitator for an historic gathering in New York City of over 4000 diverse New York region citizens to help shape the future of Lower Manhattan including creation of a memorial to honor victims of September 11th.

Project Management

Examples

• Project Management - International Training and Consulting Organization

  Project manager for major projects in the United Kingdom, Canada, and the United States including partnering with senior management, assessing needs, developing project plans, budgets, and staffing plans, managing project teams of internal and external resources, monitoring and reporting progress and delivering projects on time and within budget.

• Organizational Redesign Support - Major United Kingdom Bank

  Project leader for designing and implementing training support for a large organizational redesign project, including creating the project plan, leading a team of internal and external resources, assessing needs, designing and facilitating sessions with senior mangers and supervisors, designing and implementing a two-week training event consisting of division-wide modules and function specific modules for eight different functions.

• Call Center Training - Major Financial Services Company

  Project leader for redesigning the eight week training program for new call center employees, including creating the project plan, developing a project team of internal and external resources, securing support from and alignment within the management team, conducting needs assessment with current staff, supervisors and managers, creating a coaching process, and designing the eight week training process.

• Company-Wide Needs Assessment - Fortune 500 Manufacturing Company

  Project leader for implementation of a company-wide training needs assessment, including creating the project plan, writing interview questions for executives, designing and facilitating focus groups with managers, creating and implementing a survey for employees, analyzing and presenting the data, and making recommendations for both training and non-training issues.

• Conference Planning and Management - National Professional Organizations

  Conference chair for regional, national, and international conferences, including creating project plans, recruiting and leading conference planning teams, selecting and contracting with facilities, designing conference schedules, selecting and contracting with speakers, coordination of planning details with facilities, managing on-site staffs, analyzing evaluations, and making recommendations for following conferences.