The Portfolio items displayed below are a mix of Key Results Summaries, which are descriptions of
projects I have worked on, and Project Documents / Samples. Many items overlap and are cross linked. If you are interested in
seeing just Key Results Summaries, use the dropdown sub-menu under Portfolio. A page with just Project Documents / Samples is
also available on the sub-menu.
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by functional area. Mouse over each topic and click on the link symbol to learn more. You can also click
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Resourcing / Cost / Schedule Analysis for the Deployment of a New Claims System
Detailed analysis of the resourcing, costs, and schedule for a new claims system rollout to 1,700 users.
Managing a High Impact Training Program
Maintaining productivity during a major upgrade impacting over 12,000 users in 130 locations while delivering effective training under a limited budget.
Deploying a High Impact Underwriting System
When a new underwriting system was being deployed that impacted five companies and a major profit center, executives wanted an awareness and communications plan to keep everyone informed and promote the benefits.
Coordinating Training Across Multiple Workstreams
Minimizing the impact of training for a major platform upgrade impacting multiple workstreams and departments.
Promotional Flyer - Business Technology Innovation
Flyer promoting key components of business / technology innovation.
IDB4 - Identify Before Treatment
Patient Safety promotional flyer stressing the importance of identifying the patient before treatment.
Truck Driver Cell Phone Safety Promotion
Promotional flyer to encourage truck drivers to be professionals and put their cell phones in the cup holder.
Truck Driver Cell Phone Safety Promotion
Promotional flyer to encourage truck drivers to be professionals and leave their cell phones in the cup holder.
Assessing Change Impact in a Business Process Improvement Program
Assessing the impact of multiple sequential and simultaneous rollouts on business productivity across multiple interrelated workstreams.
Project Management Framework
Project Management methodology, processes, tools, and checkpoints with entrance / exit criteria.
Reorganizing Claims Units for New Worflows and Systems
Transitioning a claims organization during a physical consolidation and the implementation of new systems and workflows.
Change Management Framework
Example Change Management Framework that can be applied to projects of different types and sizes.
Evaluating Alternatives to Meet Deployment Timeframes for a New Claims Management System
A viable option for training delivery was required to meet management aggressive deployment schedule and assure that claims staff were fully trained.
Change Management Communications Roadmap
Four communications campaigns applied to program / project roadmaps to facilitate unique change communications requirements.
Turnaround: Revamping a Corporate E-Learning Site
Meeting audience needs to increase and drive usage of a just-in-time e-learning platform for IT professionals.
Change Agent Network Strategy
Organization, structure, and roles of change agent network.
Refocusing an Instructional Design Team
Moving an instructional design team from paper-based manuals and online help to high-quality interactive performance support deliverables.
Process for Developing and Delivering the Case for Change
Case for Change message development, composition, delivery, and feedback.
Setting Baseline Project Management Skills
Designing a training program to baseline project management skills across a large international pool of project managers prior to the deployment of methodology and process specific training.
Awareness Video Storyboard
A high profile workers compensation system rollout required an extensive awareness and communications campaign. An awareness video was
shot by a video production company based on the storyboard developed to craft the key messages for the audience.
Training Needs for the Deployment of a New Workers Compensation Underwriting System
Evaluation of training needs for a new workers compensation underwriting system that focused on needs of unique business units.
Awareness / Communications for a New Underwriting System
Plans, presentations, samples, scripts, and other artifacts from the rollout of a new workers compensation underwriting system.
Developing Scenario / Role Based Training for a Claims System
Increasing the productivity of work groups through the use of scenario / role based training curriculum.
Staff Portal for On-Boarding, Orientation, and Staff Resources
Main entry screen to access Staff Portal.
Staff Portal On-Boarding Module Access Screen
Access screen for online on-boarding for company, government, and client specific required forms.
Staff Portal Orientation Training Module
Working With Us online orientation training providing content on company policies and procedures and guidelines for working with clients.
Staff Portal Orientation Training Module
Contents of the Working With Us online orientation training module.
Staff Portal Forms Module
The Forms module provides easy access to all company, government, and client specific forms.
Automating Equipment Bid and Specification for Bulk Material Handling Systems
Automating an error-prone manual specification and bidding process for engineers to configure and submit customer proposals for bulk material handling solutions.
Training Needs & Curriculum Assessment
Developing curriculum paths and training modules to meet the requirements of 1,700 users in over 50 different job titles using a new
workers compensation claims system.
Investor Relations Management and Reporting System
Automated system to capture company market transaction and performance data to provide investor composition reporting and trend alerts.
Communications Plan
A high profile workers compensation underwriting system rollout required an extensive awareness and communications campaign. A detailed Communications Plan
was presented to support awareness and communications activities before, during, and after the rollout.
Implementing a Marketing Planning and Tracking Tool for a Professional Services Firm
Developing a tool for a firm to track marketing efforts and forecast future business and staff demands.
Complex Training Plan Addressing Multiple Drivers
A high profile workers compensation underwriting system rollout required a complex training strategy that met specific user requirements
across a number of variables. Users in similar job roles required specific training for their unique needs. Training had to be deliver to
almost 800 users in 37 locations.
Staff Portal for New Hire On-Boarding / Orientation and Providing Staff On-Going Resources
A portal for new hires to complete company / client on-boarding paperwork and orientation training and also provide an on-demand source of resources for all staff.
Change Management Communications Roadmap
Four communications campaigns applied to program / project roadmaps to facilitate unique change communications requirements.
Leading a Change and Transition Management Workstream
The second release of a clinical data hub for an international pharmaceutical company required an extensive change management and transition planning effort.
Change Agent Network Strategy
Strategy for the Change Agent Network for a multi-phase project touching multiple business units over an extended period of time.
Conversion of Paper-based Project Management Best Practices to Online Resources
A project management methodology including all best practices and process templates were converted to a intranet site for improved access and reference.
Sample E-Learning Storyboard
A sample segment of the storyboard used in an e-learning module for a new system.
Raising Awareness / Driving Communications
The pending release of a new workers compensation underwriting systems required a creative and
effective plan
for increasing awareness and maintaining communications with stakeholders and users.
Training / Performance Support Boundary
Approach for delineating the boundary between a structured content management platform and service areas it supported was required to
define training / performance support content responsibilities.
Health Care Metaphor to Support a Multi-Course E-Learning
A metaphor to stress the importance of understanding the patient's story was needed for a multi-part
e-learning course on medical records review.
Branding / Identity
Ideation and conceptualization to build on brand identity.
Building and Developing Program Branding / Identity
Ideation and conceptualization to build on brand identity.
Branding / Identity
Ideation and conceptualization to build on brand identity.
Change Management Strategy
A Process Improvement / Data Integration program required a change management strategy to support version 2 of their solution. The new
solution components were to be deployed in multiple releases. Each release would impact users in multiple clinical units across
three business entities. The strategy had to address change, communications, case for change, change agent network, and training needs.
Case for Change Strategy
A Process Improvement / Data Integration program required a case for change strategy to support the communications and change impact
of multiple solution releases impacting users in multiple clincal units across three business entities.
Communications Strategy
A Process Improvement / Data Integration program was initiating Release 2 of their solution. The solution components were to be released
over a period of several months impacting various audiences at different points during deployment. A creative, highly repeatable approach
was needed.
Website Redesign
A company website was completely redesigned with a modern, interactive look and many new design and layout features.
Video Production
Videos created for trade shows, webinars, websites, and other uses.
Promotional Flyer - HR Services via HR Intranet
Flyer promoting new redesigned and updated HR Intranet.
Promotional Flyer - HR Services - Intranet & Personal
Flyer promoting HR Connect personalized services.
Work from Home Secrets
Quick Reference Guide for best practices for working from home organized into four categories.
