Change Management / Learning & Development / Communications Leader and Practitioner
Professional Accomplishments
Training & Associate Readiness Manager at MUFG/Union Bank
Financial Management of the Americas
November 2018 - Present
Leading change management, communications, employee engagement, learning & development, and on-boarding for business and transformation initiatives.
- Lead employee engagement and communications initiatives across finance organization through communications, enablement, feedback, and partnering with other business units
- Promote a learning culture providing staff with ready access to available in-house and external learning resources including curated learning topics aligned with talent development strategy
- On-board new employees and contractors with programs to quickly align with culture and understand complex company organizational and financial reporting structures
- Create training and performance support resources including courses, quick reference guides, micro-learning content, and other self-paced learning materials
- Manage and track training delivery through learning paths and audience-specific learning events
- Drive change management initiatives for business and systems initiatives
- Build organizational (people and process) readiness in parallel with all business and systems related change activities, both for major initiatives and as part of business-as-usual activities
Senior Change Management / L&D Consultant
August 2017 - October 2018
Change Management, Training, Transition, and Adoption strategy and implementation planning for the rollout of global Enterprise Social Network (ESN)
- Develop implementation Roadmap / transition schedule with adoption / utilization goals and KPIs
- Create Communications Strategy to achieve global awareness across all audiences and maximize early ROI through targeting high-value business, country, functional, and project user groups
- Design User Evangelist strategy to support adoption, accelerate participation and rapidly develop engagement and participation skills
Planning for pilot implementation of Microsoft Teams with the goal of measuring impact on team productivity during transition and learning curve to reach high proficiency
- Prepare transition plan and training materials for pilot team members
- Coach project leaders and team members throughout transition and pilot
Microsoft Surface tablet setup and transition support for national healthcare sales organization under bring
- Office 365 setup for corporate access to Exchange email, OneDrive, Skype, and Office products
HR Transformation Change Management Lead at BNP Paribas
Human Resources Americas
December 2016 - July 2017
Leading change management activities supporting HR Americas Transformation initiative.
- Lead employee engagement and communications initiatives across finance organization through communications, enablement, feedback, and partnering with other business units
- Promote a learning culture providing staff with ready access to available in-house and external learning resources including curated learning topics aligned with talent development strategy
- On-board new employees and contractors with programs to quickly align with culture and understand complex company organizational and financial reporting structures
- Create training and performance support resources including courses, quick reference guides, micro-learning content, and other self-paced learning materials
- Manage and track training delivery through learning paths and audience-specific learning events
- Drive change management initiatives for business and systems initiatives
- Build organizational (people and process) readiness in parallel with all business and systems related change activities, both for major initiatives and as part of business-as-usual activities
Senior Learning Program Manager at SAP
Learning Center of Excellence and Execution (LCOEE)
April 2016 - October 2016
Lead transformation of SAP learning organization, consolidating siloed business-focused learning units into a high impact learning organization consolidated under the Chief Learning Officer.
- Drive / execute change management strategy and tactics vital to reorganization and transformation
- Develop program charter with roadmap, high-level program plan, resource requirements, risk assessment, and success metrics
Execute Learning & Development programs targeted at Talent Acquisition and Retention
- Define processes for implementation of global tuition reimbursement program focused on re-skilling and retention of talent
- Manage all Professional Development learning resources provided by vendors
- Performed two-year analysis of utilization and value delivered
- Mapped to business unit competency models
Improve operational excellence across the learning organization through cross-functional project teams focused on collaboration, solution sharing, tool consolidation, and best practices
- Program Management of 11 high-impact process improvement workstreams focusing on improving learning development and delivery and aligning it with business strategy
Practice Director, Change Management & Communications at ArborSys Group
March 2013 - March 2016
Managing multiple change management, stakeholder engagement, communications, and training for numerous Organizational Transformation projects
- Managing multiple change management, stakeholder engagement, communications, and training for Transformation and Knowledge Collaboration projects
- Ensure client businesses are prepared for the impact of transformation initiatives and ready to own and sustain those initiatives
- Lead the development of client change management strategies and plans in collaboration with executive sponsors and project teams
- Drive adoption of change, including identification and management of key stakeholders and development of metrics to measure change sustainability
- Develop and execute change and communication plans and deliverables
- Help client leaders prioritize, sequence, and fast-track critical initiatives by providing tools, processes, and consultative resources to accelerate execution and business benefits
- Work with clients to drive faster adoption, greater utilization, and higher proficiency on the changes affecting employees and external stakeholders such that business results are achieved
Senior Change Management, Communications, & Training Consultant at ArborSys Group
March 2013 – September 2013
Support change management, stakeholder engagement, communications, and training for multiple people, process, and technology projects at major pharmaceutical companies including projects focused on:
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- Provide ongoing strategic direction on internal communications, change management, learning & development, and transition strategies for target audiences
- Develop tactics and tools for change management, communications, case for change, learning & development, and change agent networks
- Design and develop e-learning, and other learning & development solutions
- Ensure consistent brand and identity across projects and programs of work
- Responsible for hiring key talent to implement and enhance learning and training
- Build user-friendly SharePoint and website sites to ensure consistent messaging, employee engagement, and collaboration
- Develop metrics to measure effectiveness of communication channels and vehicles
- Run “Lesson Learned” focus group sessions to gauge and improve processes
- Develop and capture KPIs to measure results
Independent E-Learning & Training Consultant
January 2010 - February 2013
Training Program/Project Management
- Senior Consultant for training / learning / development company specializing in improving individual and organizational performance
- Provided clients value-added service, improving learning and performance, enhancing staff communications and relationships, and specifically addressing the uniqueness of clients’ situations and concerns
- Led client projects: defined project goals, objectives, critical success factors, milestones, and risks
- Developed, executed, and reported learning & deployment project schedules to synchronize with systems development and business implementation schedules
- Created business impact analysis to plan and schedule implementation and transition projects while maintaining full business production capacity
- Developed detail schedules for training programs including classroom or online session planning, instructor scheduling, and student enrollment for major projects
Instructional Design Development
- Applied adult learning principles to develop learning materials and tools to support business, organizational change, and system transition projects
- Designed and developed new business practices and processes fostering organizational change, collaboration, teamwork, and increased productivity
- Created storyboards, user personas, and business scenarios for rapid, iterative development of learning and support materials
- Designed and developed course and self-help materials including quick reference cards and guides, online support resources, course participant guides, training presentation materials, hands-on training exercises, and train-the-trainer content materials
- Designed pre and post training assessment instruments including learning and comprehension and student perception of training effectiveness
Website Design and Development
- Website requirements analysis, design, development, and documentation
- Created storyboards, user personas and user stories, wireframes, and design concepts
- Designed and created website interfaces and graphic look and feel using HTML, DHTML, CSS, and graphic design tools
Director, Program Management Office at American International Group
November 2000 - December 2009
- Implemented project management processes & methodologies in three international technology centers providing initial and on-going methodology
- Monitored IT and Performance Management Program (PMP) projects, coached and mentored project managers, assured compliance with standards, and reported divisional project portfolio
- Implemented e-learning program for 600 information systems professional with access to over 1,400 courses and 4,500 technical books
- Created project management training curriculum for over 200 domestic and international project managers and delivered using instructor-led and e-learning platforms
- Developed Business Analyst training program to improve requirements gathering, specification, and validation results
Director, Training and Educational Technologies at American International Group
January 1993 - November 2000
- Managed staff of thirty-two Technology Trainers and Instructional Designers serving 13,000 users nationally, with $4.9 million annual budget and 150% annual growth rate
- Developed strategic partnerships with training providers for outsourced contract trainers as needed to meet project needs
- Served as training program leader in over thirty major claims, underwriting, and litigation system deployments
- Developed and implemented an internal trainer certification program to validate trainer competency to teach business systems courses including software and business / workflow
- Provided documentation, online help, instructor-led training, and intranet content for end user business systems and desktop software suites Initiated web-based and videoconference-delivered distance learning programs
- Produced awareness videos for new system rollouts and business re-engineering initiatives
- Increased volume of training offered and supplied by the department by creating new courses that supported needed technical and business skills
- Implemented marketing campaign to increase the awareness of department as a source of business and technology training
- Established Information Service Group presence on Intranet that grew into largest site on AIG Intranet
- Developed Intranet-based training evaluations and performance support tools