Professional Skills

  • SAFe SPC 4.5, CSM and Agilist, Coach and trainer. Extensive Agile and project management education with experience across multiple verticals including: insurance, consumer retail, lighting management software, mass-transit, call center software, compensation applications and automated manufacturing.
  • Expert in agile, coaching and agile transformation, waterfall. Possess experience with retail data warehousing, insurance, compensation, business intelligence reporting, complex enterprise software application development, infrastructure projects, server upgrade/installation and software testing.
  • Expert in developing teams utilizing honed interpersonal skills with a focus on coaching and mentoring while keeping in mind customer value.
  • Experienced in enterprise program management, managing multiple project initiatives with multi-million dollar budgets, multiple business units, and 2,000+ end users. Project management experience spans the U.S. and overseas outsourced teams.
  • In addition, contributor and editor of “Exploring the Practice of Antifragility”. Author of “Rules for a Meaningful Life”.

Technical Skills

  • SAFe SPC 4.5 #04982258-0519
  • RTE #39310938-7458
  • Agile
  • Lean-Agile
  • PMI-Agile Certified Practioner #19153377
  • Situational Leadership
  • Software Testing
  • Resource Management
  • Vendor Management
  • Product Development
  • Microsoft Office
  • Visio
  • Sharepoint
  • SDLC
  • Server/Software Migrations
  • Oracle
  • Jira
  • SCRUM
  • Kanban
  • PMP #1296022
  • Program Management
  • Project Management
  • Crucial Conversations
  • Infrastructure Projects
  • Content Management
  • Software Development
  • Cross-Functional Management
  • Off-shore
  • MS Project
  • Focalpoint
  • Workfront
  • SQL Server
  • POS Systems
  • Data Warehousing
  • DB2

Education, Certifications, Training and Publications

  • MISM, Graduate Certificate Project Management – 2003 to 2009
    • Keller Graduate School of Management, Oakbrook Terrace, IL
  • Bachelor of Science, Physics 1983
    • College of Charleston, SC

Certifications:

  • SAFe SPC 4.5
  • SAFe RTE
  • PMP
  • PMI-ACP
  • CSM

Training:

AtTask (Work Force), Rational Focal Point, MS Access, Documentum, Database Design, VBA, Battelle Management Training, Software Quality Assurance Management, SharePoint, numerous electronic courses (US Navy)

 

Professional Experience

Bank of America, Charlotte, NC                                             November 2017 to Present

  • Coach new teams in transforming to Lean Agile using SAFe4.5 (Lean, Scrum, Kanban and SAFe).
  • Assess the current organization, team and delivery environment and recommend optimal Agile practices
  • Provide coaching and training at the portfolio, program and team levels
  • Support the team and enable Scrum Master, Product Owner and other roles to effectively perform their roles
  • Coach teams through Agile routines and ceremonies including Iteration / Sprint Planning, Scrum, Backlog
  • Refinement, Demo, Retrospective, Program Increment (PI) Planning, etc. – transitioning responsibility to the team over time
  • Help support agile tool adoption and consistent utilization
  • Help establish and support consistent reporting practices and metrics across the teams / enterprise
  • Help to foster a culture of continuous improvement
  • Responsible for projects limited in scope to LOB products, processes or functions although some may have cross-functional or inter-departmental implications.
  • Serves as primary contact to senior department managers for critical change initiatives.
  • Responsible for analyzing present-state, developing alternative future-state approaches and facilitating implementation.
  • Responsible for clearly defined responsibilities and accountabilities for key project roles.
  • Assesses the adoption risk associated with the change effort.
  • Identifies, develops and executes strategies and supporting tactics to engage and influence all stakeholders to make needed behavioral changes.
  • Creates a clear, coherent approach to guide effective program/initiative setup, execution and control.
  • Leads the Adoption & Sustainment of Change.
  • Identifies and makes recommendations regarding work that will potentially proceed, be delayed or stopped when environment changes occur.
  • Coach multiple Scrum Masters and their teams in Lean Agile principles and Scrum practices to optimize benefits of being Agile.
  • Skilled in coaching cross-functional team members (Dev, QA, BA), Product Owners, and Product Managers to achieve best practices.
  • Ability to facilitate the Lean-Agile methodology, training sessions and activities.
  • Manages product backlog refinement; coaches and calibrates the team; enables a culture of continuous improvement.

  

Blue Cross Blue Shield, Columbia, SC                                    May 2016 to November 2017

Sr. Agile Leader- Agile Implementation

  • Performed project management tasks on various efforts: disaster recover, infrastructure, software development, and network enhancements.
  • Develop teams with matrix resources
  • Tasked to help Blue Cross adopt Agile practices. Planned and taught agile introduction class and orientation.
  • Act as key agile team liaison across businesses units, other agile teams, and the program team
  • Applies technical/business knowledge in determining end to end design requirements for large initiatives involving line of business and agile teams.
  • Worked closely with developers and testers to ensure requirements and designs are translated accurately into working stories and that test plans and scripts serve customer needs
  • Conducted Agile Project Orientation for 20, managers and contributors, topics included
  • Overview of Agile process for BCBSSC
  • Described Discovery and Delivery cycles
  • Use of Kanban boards and Information Radiators
  • Review Scaled Agile Framework (4 teams for the exercise)
  • Release Planning, identifying Epics, taught prioritization and sequence planning, developing User Stories with estimating
  • Sprint Planning across the 4 teams
  • Conducted a Legos exercise which consisted of Spring Planning, Sprint Retrospectives
  • Taught the value of Scrum of Scrums and demonstrated same during exercise.
  • Taught and conducted all ceremonies, Backlog Development, Backlog Grooming, Spikes Release Planning, Spring Planning, Sprint Retrospectives, and Demos
  • Conducted Agile Introduction Exercise focusing on Scrum with much of the above covered.
  • Coached Scrum Masters, Stakeholders and Middle Management
  • Successfully managed 5 to 7 work efforts utilizing agile practices where possible in a waterfall environment
  • Managed budget, resources, scope, testing, implementation

 

Bed Bath & Beyond Union, NJ                                                February 2013 – January 2016

Agile Coach/Sr. Project Manager

Agile Coach

Tools: Waterfall, Agile, SAFe, Microsoft Office including MS Project, Visio, Word, Excel, Access, PowerPoint, Risk Management Plan, Resource Assignments, Communications Plans, PMBOK driven, JIRA(defect tracking)

Configured tools, created User Guides, and taught classes for Focal Point Program Management, WorkForce Program Management Tools.

Utilized MS Office Products including Word, Access, Excel, Visio, MS Project and PowerPoint

  • Successfully used Agile SDLC, Scrum, SAFe to manage Dynamic Pricing project providing modern price management capability increasing net income.
  • Participated as coach for enterprise Agile transformation involving over 700 personnel. Supported transformation coaches, the CIO and various vice presidents to facilitate.
  • Mentored and coached PMs across the IT organization (Agile and Waterfall).
  • Led the process of defining how the Bed Bath and Beyond IT organization would utilize Scrum and Agile; becoming the model for seven other development groups in our division.
  • Mentored and coach Executive, PM and managers across the IT organization as part of a new Agile Transformation effort.
  • Worked with Other Transformation Coaches during conception, start-up, value stream mapping, release train planning, scrum planning.
  • Coached teams in various agile planning practices and SAFe ceremonies. The IT transformation involved over 700 personnel.
  • Coached key projects in the transformation in Data Warehousing, Business Intelligence, Marketing Technology and Media Data Management.
  • Coached all VPs, Directors, and managers on their roles in a SAFe Agile framework.
  • Served as ScrumMaster for Dynamic Pricing project providing modern price management capability, increasing net income and to provide an example to new ScrumMasters.
  • Mentored and coached project managers, ScrumMasters, and agile practioners on data warehouse and eCommerce efforts.
  • Coached and led the organization to implement and maximize usage of new tools. Led the implementation of two portfolio management tools, Workforce and Rational Focal Point.
  • Assisted management to develop a vision of and organization approach for the transformation.
  • Promulgated or coached the creation of communications posters, CIO breakfasts, coaching lunch and learns, communities of practice
  • Worked with all IT managers, directors, VPs and SMEs to develop the Value Streams
  • Coached and taught individual teams Release Plans, Sprint Planning, Demos and Retrospectives
  • Coached individual ScrumMasters

As Project Manager,

  • Responsible for End to End Project Management
  • Successfully used Agile SDLC, Scrum, SAFe to manage Dynamic Pricing project providing modern price management capability increasing net income.
  • Mentored and coached PMs across the IT organization (Agile and Waterfall).
  • Performed the following activities for these projects:
  • Dynamic Pricing (Agile), Pre-processor, Epicor Upgrades, NewPOS system (Waterfall),
  • Installation of AbInitio server upgrade consisted of project manager function to identify server specifications, coordinate data center installation (power, data, cooling), installation and checkout of AbInitio software.
  • Upgrade of Teradata data warehouse and servers. Work included server sizing analysis, vendor management, installation (parallel with current production), testing and cut over for all integration applications.
  • Initiated Project, Created Stakeholders List, Conducted discovery meetings, held discovery sessions, Project plan, risk log, communications plan
  • Planned Project, facilitated discovery meetings with architect, business analyst, QA, developers, and customer to identify requirements, worked with Analysts, Developers and Managers to identify resources, conducting meetings to identify level of effort for each task in the WBS, updated plans as needed.
  • Executed Project, Facilitated regular bi-weekly status meetings, maintained regular contact with all project staff, facilitated issue resolution, worked with management to remove impediments as identified. Coordinated system testing, financial testing, application delivery to production and post-production monitoring
  • Monitored and Controlled project through regular status meetings with team and weekly status reports to management, maintain risk log and issue log, reviewed issues and impediments at each status meeting.
  • Closed effort ensuring all tasks complete and issues resolved, conducted lessons learned sessions.
  • Led the implementation of two portfolio management tools, Workforce and Rational Focal Point. (Product management, requirements, configuration)
  • Configured IBM Wiki to support IT file sharing, internal blogs, and wikis.
  • Created training materials and conducted training on PPM tools.

 

Green Lighting Group, Charleston, SC                                          July 2010 – November 2012

Sr. Program Manager and CTO

  • Lighting Management Software
  • Initiated Project: Conducted discovery meetings with Sales and vendor, Created WBS, Project plan, risk log, communications plan
  • Planned Project: facilitated discovery meetings with architect, business analyst, QA, developers, and customer to identify requirements, worked with Analysts, Developers and Managers to identify resources, conducting meetings to identify level of effort for each task in the WBS, updated plans as needed.
  • Executed Project: Identified offshore development company to write the software, maintained regular contact with all project staff, Coordinated system testing, financial testing, application delivery to production and post-production monitoring, visited Chennai, India to perform final evaluation and testing of software.
  • Monitored and Controlled: held regular status meetings with team and provided weekly reports to management, maintain risk log and issue log, reviewed issues and impediments at each status meeting, facilitated issue resolution, worked with management to remove impediments as identified.
  • Closed: effort ensuring all tasks complete and issues resolved, conducted lessons learned sessions, authorized final payment to vendor.
  • Established the company’s technology department including overseeing the opening of a new office, hiring employees, developing business processes, and managing sales and product marketing.
  • Directed the project management of all product design and software development using SDLC PMBOK principles using a waterfall methodology.
  • Ensured the successful installation of lighting systems including managing planning, vendor selection and on-site software support.
  • Contracted with and directed product development with software team in Chennai, India to maximize product features and branding.

Tools: Microsoft Office including Word, Excel, Access, PowerPoint, Visio, PowerPoint and MS Project.

 

nMomentum, Washington DC                                                             January 2010 – July 2010

Sr. Project Manager     

  • Effectively led projects to upgrade transit technology systems including: POS equipment, station transit card kiosks, and call center systems.
  • Initiated Project: Conducted discovery meetings with Engineering, Created WBS, Project plan, risk log, communications plan
  • Planned Project: facilitated meetings with architects, business analyst, QA, developers, and customer to identify requirements, worked with Analysts, Developers and Managers to identify resources, conducting meetings to identify level of effort for each task in the WBS, updated plans as needed.
  • Executed Project: worked with development personnel to write the software, work with engineering team to coordinate installations, maintained regular contact with all project staff, coordinated system testing, application delivery, and post-production monitoring.
  • Monitored and Controlled: held regular status meetings with team and provided weekly reports to management, maintain risk log and issue log, reviewed issues and impediments at each status meeting, facilitated issue resolution, worked with management to remove impediments as identified.
  • Closed: effort ensuring all tasks complete and issues resolved, conducted lessons learned sessions.
  • Established project management office for the Washington D.C. Mass Transit Authority.
  • Coached project managers to improve capabilities and resolve issues focusing on adding value quickly to transit operations.
  • Utilized WBS, MS Project, Risk Plans, Communications, plans and meetings to successfully deliver projects.
  • Used SDLC to deliver projects.
  • Utilized MS Office Products including Word, Access, Excel, Visio, MS Project and PowerPoint.

 

The Home Depot, Atlanta, GA                                                       July 2004 – December 2008         

IT Project Lead and Quality Assurance Manager

  • Projects delivered:
  • Inventory subject area for Enterprise Data Warehouse and BI reporting, $4.3M budget came in $2.2M under budget,
  • PCI Compliance assessment, project design, testing,
  • Return to Vendor subject area, data warehouse and MS cube reporting.
  • Coached department personnel to improve productivity with the new project management system.
  • Mentor team members, taught Crucial Conversations and Situational Leadership
  • Initiated Project: Conducted meetings with business customer to identify requirements, assisted in preparing charter, worked with team to create WBS, created stakeholder roster, and communications plan.
  • Planned Project: facilitated meetings with architects, business analyst, QA, developers, and customer to identify requirements and build out WBS, worked with Analysts, Developers and Managers to identify and assign resources, conducting meetings to identify level of effort for each task in the WBS, create MS Project plans and reviewed with team. Created risk log, updated communications plan.
  • Executed Project: worked with developer, DBAs, Business Reporting team write the software and reports, maintained regular contact with all project staff, Coordinated all system testing, report testing, application delivery, and post-production monitoring.
  • Monitored and Controlled: held regular status meetings with team and provided weekly reports to management, maintain risk log and issue log, reviewed issues and impediments at each status meeting, facilitated issue resolution, worked with management to remove impediments as identified.
  • Closed: effort ensuring all tasks complete and issues resolved, conducted lessons learned sessions.
  • Strengthened organizational leadership by training team in Situational Leadership, Crucial Conversation and Four Disciplines of Execution.
  • Led the testing of all systems to ensure the company complied with PCI standards.
  • Drove the successful execution of 37 projects completed on time and within budget guidelines.
  • Implemented Documentum eRoom portfolio management in the Data Warehouse group providing configuration and training.
  • Created highly effective teams through coaching and mentoring which resulted in a 200 percent increase in project coverage and a 1% production error rate.
  • Utilized PMBOK Project Management approach using SDLC/Waterfall methodology.
  • Responsible for resources, budget, requirements and status reports.
  • Exercised strong problem solving skills to ameliorate issues.
  • Utilized MS Office Products including Word, Excel, Access, PowerPoint, Visio, MS Project and Access.

WITNESS SYSTEMS, Roswell, Georgia • 2001-2003

Global provider of call center voice and data recording used for contract compliance and training with $20M in revenues.

IT Manager

  • Created and implemented methods and processes vital to effective application development.
  • Facilitated design sessions with business managers and technical specialists; analyzed business processes, document requirements, and formulated quality, cost-effective solutions.
  • Led multiple teams including quality assurance testing, lab environment, and performance testing.
  • Implemented new releases, upgrades, and patches for firm’s eQuality Balance, a key customer care application used by major corporate clients.
  • Built and trained talented, high-performing team of technicians and IT personnel.

Publications:

  • 1999 – Momentum Conference, New Orleans, presentation on “Configuration of Documentum in Monsanto”.
  • Nov 2015 – Co-author and Editor of “Exploring the Practice of Antifragility” with Si Alhir.
  • July 2016 – Rules for a Meaningful Life

 

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