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926 Flora View Drive
Erie, CO 80516
28 years experience W2
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A Director whose background includes both national and global experience in the following areas: Organizational Change, Communications, Organizational Development and Design, Training, Strategy, Executive Coaching, Project and Program Management, Process Reengineering, and Human Capital Management. Expertise in working with diverse populations, executive leadership, and all levels of personnel.

Sep 2014 - present
Client Examples: Nutrien, Colorado Shines, ARCADIS, Vistar, A Wellness Centers, Kaiser Permanente, Ball Aerospace Partnered with Lewis Fowler for the following projects: Newmont, BI. Inc., Summit Materials, and Transwest Project Examples and Experience:
  • Change Management: (Work Efforts: Stakeholder Management, Communications, Change Readiness, Training, and Support) Technology Implementations: (SAP, Workday, SuccessFactors, and SFDC, Custom Applications: Travel and Expense, Teleconference and Video, Automated Retail Facility) Process Re-Engineering: Healthcare, HR, Sales, outsourcing and vendor management approach, New Culture: Government and Healthcare companies after a merger
  • Organizational Development: Corporate training strategies and plans (Development and Delivery for Leadership and Technology), Creative Approaches (e.g. bootcamps, simulations, coaching plans), Third Party Vendor Relationships (Coach in a Box and Be Story Driven), Tool Usage (Kirkpatrick, Captivate, Articulate, LMS tools) Communications: Leadership Meetings (Board, Steering Committee, Townhall, and Fire-Side Chats), Manager Talking Points, Field Operations Communication Plan and Development, Philanthropic, Diversity and Inclusion Marketing/Communication Planning and Implementation, Branding Strategies and Facilitation, Joint Venture Communication Strategy and Plan, Crisis Management and Media Coverage approach, Collaboration Strategy and Development, Governance Plans, PR Strategy and Facilitation, Downsizing Communication Strategy and Plan, and Remote Work Communication Strategy.
  • Strategy: Led week long HR strategy meeting, CIO Strategic Roadmaps, Project Portfolio Strategy, Due Diligence plan for mergers.
  • Organizational Design: Decentralized to centralized structures, IT team restructures, Plant rightsizing, organizational assessments and research using behavioral science research
  • Human Resources: Vision and value statements, competency plans, performance management, and succession strategies and plans
  • Program and Project Management: Have been the PM over HR related transformations and have led the change, communications, and organizational development efforts on several programs/projects
  • Business Development: In charge of proposals and sales cycle
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May 2013 - Aug 2014
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Information Technology
May 2010 - May 2013
Statera Client Examples: Texas Health Resources, Qwest, CDOT, CSG, Jones University, Johns Mansville, Statebridge, Red Robin, Alerio, Open Range, and Orion Project Examples: M&As, Tool Implementations, Process Re-engineering, and Organizational Changes
  • Organizational Change Management: Built governance structures, change strategies and plans, change methodology and templates (eg. business case for change, guides: coaching, sponsor, resistance, success factors), and used models (e.g. Prosci, Kotter, Galbraith, Bridges, and Mager), facilitated change readiness activities, coached sponsors and teams through project barriers and issues, developed and socialized project metrics and ROI, designed and implemented corporate, supplier, partner, and field communication plans, conducted culture workshops, defined project support plans, and facilitated the transition and project closure activities Communications: Facilitated Steering Committee meetings, Developed and facilitated roadshows, media/PR, National Sales Conferences, reward programs, contests, leadership videos, and Manager testimonials. Also, helped manage communication programs where I would ensure we collaborated with other programs on communications when needed and helped manage communication interdependencies.
  • Learning: Developed and delivered technology, process, leadership, and product ILT and CBT materials using tools Captivate or Articulate, worked with LMS tools to publish/register participants, created detailed training strategy, curriculum, and plans, and conducted Kirkpatrick methodology evaluations
  • Human Capital Management: Built succession plans, competency models, performance measures, employee satisfaction surveys, leadership development, onboarding/interviewing guides, performance metrics, marketing/branding plans, vision workshops, talent management plans, and organizational assessments
  • Program and Project Improvement: Created process improvement programs (eg. Kaizen), organizational and process reengineering design sessions, PM and BA activities (developed business requirements templates, facilitated IT project portfolio meetings, participated in SCRUM meetings)
  • Management Role: Practice and Consultant Development
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Change Management and Learning Lead
Mar 2009 - Feb 2010
at MillerCoors
  • Worked with the team to develop the change management strategy, project charter, and case for change following the joint venture between Miller and Coors
  • Developed project communications (weekly status reports, brown bag sessions, newsletter articles, project presentations, distributor and supplier communications, Sprint read-outs, etc.)
  • Helped facilitate weekly sponsor meetings
  • Participated in requirements building and design meetings with the internal and external stakeholders (eg. Distributors)
  • Conducted training and lunch and learn sessions on the new custom beer distribution tool
  • Assisted team through merger activities (ex. refactoring processes and distribution calendars)
  • Worked with the program team to create change readiness assessments and change management templates
  • Created the change management project plan, communication plan, impact analysis, stakeholder analysis, and support plans for the project
  • Helped with branding of the new tool
  • Helped team minimize areas of resistance due to recent merger activities
  • Provided tools for a change reference library
Change Management Project Planning Stakeholder Engagement
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Manager of Organizational Change Management and Leadership Development
Aug 2007 - Jan 2009
  • Coached Senior Executives through Communications and OCM pain points
  • Provided due diligence and post buy guidelines for Mergers and Acquisitions (e.g. training, adoption, communication, and organizational design)
  • Helped Senior Executives strategize on metrics, branding, vision, and communication themes and messages
  • Advisor to Manufacturing Senior VP on building Regional strategies
  • Assisted in organizational design around the M&A activities
  • Helped business units with their governance plans
  • Facilitated a corporate level change readiness survey and organization assessment Project Management Office:
  • Developed IT Communications
  • Worked through various program communication dependencies
  • Trained PMs on Organizational Change Management 101 and Daptiv (PM Tool)
  • Worked with Project Enablement Manager to develop training certification plans, roadmaps, and Daptiv courses
  • Built the organizational change management methodology (aligned with PM methodology either Agile or Waterfall)
  • Built OCM manager toolkit, resource library, and standardized templates
  • Coached less experienced OCM consultant
  • Consulted with project managers on stakeholder risks and issues Project:
  • Created new product training materials
  • Resource on IT projects to facilitate Organizational Change Management (e.g. Outlook migration, ADP implementation, SAP, Quote Management System, Altiris, etc.)
Agile Methodology Change Management M&A MS Visio Project Management SAP Stakeholder Engagement Waterfall
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Independent OCM and Training Consultant
Oct 2002 - Aug 2007
Clients included: Jeppesen, Samsonite, Performance Innovations, and Frontier Airlines
  • Facilitated various deliverables throughout the project lifecycle: Communications
  • Communication analysis and planning, Site Visits, Articles (Successes), Portal Communication (Articles, Toolkits, Surveys, Lessons Learned, Q&A, etc.)
  • Sponsorship and Ownership
  • Needs Analysis, Change Readiness, Resistance Assessment, Stakeholder Analysis, Chartering of Teams (Steering Committee, Subject Matter Experts, and Change Agents), Engagement Strategy, Change and Training Surveys, Coaching (bandwidth, culture, resources, scope, performance issues, and budget), Employee satisfaction surveys
  • Training
  • Training Strategy, Curriculum Planning, Kirkpatrick Evaluations (1, 2, & 3), Security Planning, Role Mapping, Business simulations, Demonstrations, Exercises, Instructional Design, Adult Learning Theory, Change Management/Business Process Procedures/Soft Skills
  • Organizational Alignment
  • Design (Current vs. Future
  • Culture/Environment/System/Process/Human System), Guiding Principles, Process Mapping, Impact Analysis, Task analysis, Role Development and Mapping, Job Assessments, Competency Identification, Organizational Structure
  • Benefit Realization
  • Business Metrics creation and tracking
  • In charge of proposals and sales cycle
  • Global Training Lead for SAP implementation
  • Project management over change management projects (RUP and waterfall)
  • Experience working with the lifecycle of system implementations (ERP/CRM/Customized) and merger/acquisitions
Project Management SAP SAP Implementation
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Organizational and Human Performance Consultant
Oct 2000 - Oct 2002
Clients included: Department of Interior and Avaya
  • Participated in strategy and communication meetings around Avaya and Lucent's joint merger
  • Communication team participant (conducted communication and training workshop on mentoring, team building, and team communication)
  • Coached clients going through change with new system implementations and mergers (ex. defining a new culture, anxieties and apathy towards change, sponsorship and ownership, new task expectations, talent management, and communication planning)
  • Developed instructional design telecommunication and PeopleSoft training and delivered end user and pilot training courses (training curriculum, training design, instructor guides, content slides, job aids, quick references, and user guides)
  • Assisted in all areas of change management: interviews, needs assessment, development, and implementation
  • Subject matter expert for the client in the following business processes: HR, interest, financial terms, exception processing, and billing
  • Assisted clients in all stages of testing (scripts, cycles, and data) through PeopleSoft Financials program
  • Won annual client award
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Executive Coach
Apr 1999 - Sep 2000
  • Experienced mediator for issues between management and employees
  • Conducted soft skills training on topics such as diversity, managing change, managing stress, gender communication, team building, time management, conflict resolution, communication skills, Myers-Briggs in the workplace, and the mindset of leadership
  • Executive coach (ex. low morale, career changes, inability to deal with change, career growth, poor performance, changes in culture, team dynamics)
  • Developed and implemented behavioral development models, career placement tests, performance evaluation plans, violence in the workplace, and diversity programs.
  • Conducted supervisory referrals (workplace violence, alcohol and drugs, and performance management)
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Trainer and Case Manager
Jul 1997 - Mar 1999
of Denver
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Human Resource Generalist
Sep 1996 - Jun 1997
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Manager of Student Affairs/Trainer/Business Coach
Jun 1994 - Jul 1996
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Non-cloudteam Skill
University of Colorado at Denver 2000
Human Resource Development and Counseling Psychology
Ohio University Universidad de Sevilla 1993
Minor: Spanish
CAPM, ITIL, and Myers-Briggs
Certifications: ITIL, CAPM, Myers-Briggs
Project Management
SAP Implementation
Change Management
Stakeholder Engagement
Agile Methodology
MS Visio
Project Planning