Expertise – Building high-performance teams and workgroups through executive retreats, focus groups, offsite meetings and project launch sessions. Special expertise in the use of electronic meeting systems and conducting virtual meetings.

Capable consultant with extensive experience in change management, managing distributed teams and work groups, and coordinating complex programs and projects. Excellent problem solving, negotiating, team building and change management skills.

Subject Areas – Strategic Planning, Change Management, Facilitation Training, Business Alignment, Project Management, Process Improvement, Organizational metrics.

Business Acumen – Change management, Team building, Stakeholder management and communications, Process Improvement.

Industry Verticals – Energy, High Tech, Health, Government, Non-profit

Representative experiences

Project Management - Led a series of project design and framing sessions for Chevron’s Energy Technology Company, Downstream HR and Corporate Workforce Development teams. Projects were multi-million dollars in scope and included significant international representation.

Focus Groups – Designed and facilitated a series of focus groups with Bersin and Associates to evaluate the status of Chevron’s Talent Management program.  Focus groups were managed virtually and included senior management from Chevron’s international organization.  Results were used in the design of a multi-million dollar project to improve Chevron’s Talent Management program.

Strategic Planning – Designed and facilitated an organizational design and strategic planning process for the CIO and staff of Blue Cross of Pennsylvania  as they embarked on a new venture.

Offsite Meetings – Manage and facilitate a semi-annual conference for the U.S. Center for Medicare Services. Typical attendance is 125-150 senior managers.  Services include meeting / hotel logistics management, speaker preparation, registration management, technical setup of GroupSystems ThinkTank and kiosks, and facilitation of the 3-day conference.

A sample list of recent clients includes: Sierra Pacific, GroupSystems, Gartner,Los Angeles Metropolitan Water District, U.S. Center for Medicare Services, Harmony Foundation, Wellpoint.

Education – BA from MichiganStateUniversity

• Other relevant training: Continuous Improvement Class, Center for Quality Management; Cambridge, MA; Advanced Skills Program, Group Systems University; Tucson, AZ; The Effective Facilitator Course, Leadership Strategies; Atlanta GA