SUMMARY:

• Senior manager with over twenty years of experience in providing value - added lea services. He has worked for small and large consulting companies, developing strong customer relationships and creating cohesive, productive teams.
• Learning and Development Consulting
• Change and Transition Management
• Technical Writing
• Business Analysis and System Testing

PROFESSIONAL EXPERIENCE:

Confidential, McLean, VA

Marketing Program Mgmt. Sr.

Responsibilities:

• As a national trainer with the Customer Education Services department in Single Family, develop training materials and programs including instructional tutorials, webinars, and instructor led classroom presentations in support of Confidential ’s Loan Advisor Suite of tools, and other technology and business processes, as required.
• Facilitate webinars and live classroom training events on the topics of Loan Product Advisor, Loan Quality Advisor, and Loan Coverage Advisor.
• Provide training for over 500 individuals monthly, and regularly receive customer satisfaction ratings of 4.75 out of a possible 5.0.

Confidential, Washington, DC

Responsibilities:

• Worked with subject matter experts to develop course materials for instructor led classroom training. Developed instructor guides, participant guides, job aids, and other materials. Incorporating videos, online demos and other media into final deliverables.
• As a Senior Consultant, provided configuration, change management, and training design and development support for Confidential ’s transition from Confidential (their existing student information system) to Confidential ’s Aspen Student Information System. Collaborated and partnered with subject matter experts to design required materials to support the transition to a new system. Used Visio, Word, and PowerPoint to develop communication materials as well as Camtasia, Captivate, and Articulate Presenter. Provided weekly status reports to management.
• As a Senior Consultant, provide communications, change management and training services for the rollout of a newly developed custom software solution for the Commonwealth of Pennsylvania’s workers compensation system. Developed communications and training materials for the high profile external user community which included doctors, judges, human resources professionals, and lawyers throughout the Commonwealth. Facilitated training classes including instructor led and web-based training (using GoTo meeting and WebEx). Conducted field support, analyzed business processes to identify areas for improvement and documented potential system enhancements.
• As a Senior Project Manager, conducted training needs assessment and developed required training materials to facilitate the implementation of Point Click Care in the assisted living environment. Worked with subject matter experts to document processes, reengineer processes as needed, and create appropriate training materials for the implementation of the system at multiple communities.
• Developed instructionally sound training materials (including web based, instructor led, etc.) following ADDIE principles for a financial services client.
• As a Senior Project Manager supporting Multifamily, developed a knowledge management solution for a proposed new mortgage accounting and reporting system (MARS). The solution was built on a SharePoint platform and focused on the functional and technical use of the system and their supporting business procedures. Analyzed and documented business processes and system design documents and based on the results of that analysis, designed, developed, and delivered the content for the knowledge management.
• Worked as a consultant to the Project Management Office within the Technology Services Group to implement a global desktop optimization project. Provided consultative support in the areas of project management, communications, and training services. Project included a desktop product refresh and email re-platforming. Developed and facilitated classes and managed vendors and all logistics for training events held simultaneously. Analyzed training feedback and provided follow up to trainees as necessary.

Confidential, Washington, DC

Managing Consultant

Responsibilities:

• Managed three year change initiative which included the implementation of a new student information system for the Washington, Confidential . Designed a strategy focused on providing a variety of training services including instructor-led course development, e-learning course development (using Camtasia), facilitation, training database management, and system consulting.
• Designed and developed instructor-led courses. Facilitated training included presentation of multiple course types. Regularly scheduled workshops guided school staff through activities required for the administration of their schools either each semester or annually, these included, prior to the school year New School Year Setup, Registrars Training, and throughout the school year, for new users, regularly presented training modules (e.g., Overview, Mark Entry, Report Card Setup, and Student Information Manager). Frequently updated course materials and related documentation to ensure that they reflected the latest system updates and enhancements.
• Analyzed requirements and guided school administrators in the development of appropriate school schedules for schools throughout the DCPS system. Developed appropriate training materials and facilitated training session on school scheduling.
• Developed eLearning modules using Camtasia. Wrote scripts and narrated the demonstration of commonly performed tasks accompanied by supplemental learning materials - slides and graphics - custom developed for each course.
• Analyzed individual school’s requirements and developed a plan for District-wide implementation of a parent information system tied to the school’s student information system providing parents and students access to student performance data in a real time environment; successfully implemented the system in multiple schools.
• Conducted train the trainer classes for District staff to learn about the system and the contents of the training programs ensuring a smooth transition of the long term training implementation to internal staff. Key features of these train-the-trainer classes included an “Open Q&A” section and a practice and feedback session by the teacher-mentors.

Confidential, Washington, DC

Responsibilities:

• As a consultant, partnered with executives and senior leaders to develop training plans to comply with an Office of Federal Housing Enterprise Oversight (OFHEO) consent order.
• Consent order required all staff meet specific standards to perform their jobs.
• Conducted needs assessments, documented training requirements and developed training plans for Single Family, an organization of approximately 2000 employees.
• Reviewed available curriculum, identified gaps and developed strategies to build or buy materials needed.
• Identified vendors for outsourced training and developed rapid e-learning courses (using Articulate Presenter) internally.

Confidential, McLean, VA

Responsibilities:

• Initially, as a consultant, provided support to the implementation team as part of “Project Enterprise” which was responsible for user acceptance (which included change and transition management, business process reengineering, and training), of the (then) new Selling System. Recommended and assisted in the implementation of strategies to encourage customer acceptance of the new system.
• After transitioning to a permanent position with Confidential, ensured internal training needs were met throughout the corporation as they related to Confidential ’s selling and servicing systems.
• Consulted with cross-divisional management to assess training needs and negotiate resources as appropriate.
• Determined short-term and long-term internal training strategies and provide expertise on design and/or content of internal training materials. Developed project plans and managed to tight deadlines. Provided coaching and mentoring to ensure high-impact training/learning.
• Collaborated with Information Technology Group to manage both selling and servicing system training environments, including management of issues resolution. Awarded Accredited Mortgage Professional (AMP) in 2005, as a graduate of the Mortgage Bankers Association’s School of Mortgage Banking.
• Finally, trained call center agents in the 800-Freddie Call Center with a focus soft skills, business acumen, and on Loan Prospector.
• Provided platform instruction and instructor led training curriculum design and development.
• Provided quality assurance evaluations following training.

Confidential, New York, NY

Responsibilities:

• Provided training and change consulting services to various clients for both custom and off-the-shelf technical implementations.
• Provided organizational development and communications expertise to assist in systems implementations and to address associated change management issues.
• Supported clients in diverse markets including advertising and pharmaceuticals.
• Assessed needs, developed project communications, provided instructor-led training materials, and facilitated training courses.

Confidential, Washington, DC

Manager

Responsibilities:

• Provided change management, training, and organization development consulting to various clients. Developed successful collaborative relationships with clients, managed budgets of $2 million and provided monthly reports to clients and internal management on program results. Managed and mentored internal staff and external client teams. Selected engagements include:
• Led a change management initiative for which I received the “Client Service Award” from Price Waterhouse partners. Served as change management lead and learning consultant for large, complex custom software development project that replaced 76 legacy systems with a single system at the United Nations. Analyzed business processes and provided training and development consulting to enhance employee performance on new system.
• Developed change management and training strategy and plan based on adult learning theory utilizing a multimedia blended learning solution. Identified impacts of new system to accounting, payroll, data security, human resources, and travel and designed training to address these impacts.
• Partnered with testing and systems deployment groups to design, develop and manage the successful implementation and ongoing use of the training environment. Analyzed and reported the results of the training effort following each of five releases. Results included successful adoption of new system and streamlined business processes.
• Managed business process reengineering effort that streamlined operations and improved productivity. Developed new desk procedures, data entry requirements, and system documentation. Managed team of data entry staff and ensured the accuracy of the final product.
• Developed a training strategy that improved the implementation of extensive business process, human resource policy, and information system changes for Confidential Technologies. Consulted to the company’s national training group and change teams, and prepared comprehensive learning strategy that emphasized new learning approaches and methods to reach 25,000 associates.
• Designed, developed, and implemented the training and documentation initiatives required to support an order-to-cash reengineering and SAP implementation for Confidential . Facilitated instructor-led training and provided train-the-trainer instruction to clients for ongoing training classes. The documented methodology developed for this project by me and one other Price Waterhouse teammate became the operations guide for a new line of business for Price Waterhouse which ultimately was used on over 350 engagements.

Confidential, Alexandria, VA

Research Scientist

Responsibilities:

• Provided performance improvement consulting to various clients. Selected engagements include:
• Managed multi-task project for the Confidential ( Confidential ). Conducted task analyses, developed classroom-training materials, and produced instructional videotapes that enhanced the effectiveness of aviation safety inspectors. Developed a media selection model for centralized and distributed instruction and training.
• Conducted job analysis and staffing allocation effort that increased productivity and reduced staffing costs for three technical job families. Developed and implemented a data collection methodology and a variety of data collection instruments including face-to-face interviews, job task surveys, training needs assessments, and observation. Conducted a training needs assessment for Coast Guard Electronics Technicians. Used results to develop required competencies and performance-based objectives for certification training.