Capabilities and Accomplishments

Organizational Evolution and Strategic Planning

Business plan research, plan creation, and implementation to transition a $14M hospitality company into a new industry. Project included working with all aspects of the business evolution including financial, business structure, human resources, and overall project management of the transition.
Design and implementation of Work-Out session resulting in $1.1M in cost savings.
Organizational design and evolution plan for an airline catering company. Included business plan to grow business 200% in one year.
Design and delivery of global succession planning process, tools, and workshops for top talent and management.
Developed strategy and implemented process engineering for business case evaluation, process automation, website creation, and measurement. Realized savings of $500K in 1 year.
Created concept and led development team of the OneForm system for marketing, customer, and sales events. Evolved into a product that has realized $7M in revenue.
Strategic planning and design of a variety of customer, employee, vendor, and member surveys dealing with satisfaction, service, and quality. Ability to conduct focus groups, host web surveys, “mystery shopper” scenarios, and executive interviews.
Design and implementation of a performance management program for 3 companies (consumer products, janitorial and hospitality). Included process and tool development, competency study, training, and coaching.
Led global, cross-functional $1M project to automate customer submission process of sales data that resulted in higher data integrity, faster processing, and quicker applicability of information to business managers. Cost savings of $1.5M realized in less than a year.
Design and execution of a marketing operations strategy, resulting in $600K first-year savings.

Team Building

Implementation of a team development program for a telecom company. Able to increase customer satisfaction 25 percentage points and realize $2M additional revenue.
Design and implementation of a year-long teambuilding process for two companies (manufacturing and services) for their mid- and upper-management teams. Resulted in greater clarity of roles, responsibilities, process, and collaboration.
Led manufacturing team re-design resulting in more efficient processes. Plant was able to increase production by 30% in six months.
Development and implementation of customized teambuilding process addressing issues of mission, objectives, roles, responsibilities, individual abilities, collaboration, communication, and conflict resolution. This has been done in the following industries:
• Manufacturing (paint, water systems)
• Customer Service (customer training, plumbing)
• Nonprofits (religious, arts)
• Technology (chip design and manufacturing)
Design and implementation of a program to increase team effectiveness across 4 locations in 3 countries. Customer satisfaction with team results increase 25% in one year.

Facilitation

Creation and facilitation of a information-sharing network among North Texas consultants, educational institutions, and companies.
Design and implementation of over 10 Board of Directors/Governors Retreats for religious organizations, arts organizations, social service agencies, businesses, and associations.
Project design and meeting facilitation for a new educational and programs for special needs children for a major nonprofit organization.
Design and delivery of more than 30 New Manager and New Team sessions for a variety of industries and organizations.
Meeting design and management for groups ranging in size from 12 to 40. Utilization of creative discussion, negotiation, and decision-making strategies.

Training

Design and delivery of a six-month development process for new high-tech managers.
Design and delivery of training on topics such as teams, management, ethics, harassment, coaching, interpersonal communications, presentation skills, and project management.
25 years classroom delivery experience in a variety of industries, countries, and topics.
Web-based learning solutions created for customer service and operational processes organizations.

Coaching

Executive coach for 3 key executives in a financial company. Helped them prepare and transition to new roles.
Coach for 4 Vice Presidents in a high tech company dealing with performance and team issues.
Have served as executive coach in the following industries: manufacturing, telecom, education, nonprofit, and customer service.