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• Over 15 years’ experience in planning, facilitating and leading organizational change and process improvement projects in the US and Europe, including developing process metrics and linking to performance measures
• Experience with clients in multiple industries, including services, high technology, construction, health care, education, defense and energy industries
• Over 10 years’ experience in designing and teaching courses and workshops for universities and organizations
• Presenter at various national conferences (complete listing available here) and author of numerous publications (complete listing available here)

Organizational Learning Center (OLC) – San José, CA
CFO and Director – 1993-2005
Designed and led improvement projects and training sessions for clients of this process improvement training and consulting firm. Examples of improvement projects include the following (complete listing available here):

• Led predictive maintenance process design project
• Client requested second predictive maintenance process design project at another plant
• Established an ongoing improvement leadership group at both sites to build the organization’s internal capabilities
• Assessed organizational culture before and after the project at both plants to show improvements in morale (results available upon request)
• Client projected savings of $1M in first year and was finalist in national award for implementation of new predictive maintenance program

• Assessed client’s project management capabilities, provided feedback to senior leaders
• Designed and provided project management training to managers and team members
• Client adopted our dynamic project planning methodology as its new standard
• Provided team facilitation and project planning support to six ongoing project teams
• Client achieved improved project performance, including on-time transfer of manufacturing capability to China

• Provided Hoshin-based strategic planning workshop to company VPs, senior managers, and team leaders
• Partnered with managers and employees to redesign company’s strategic planning process
• Implemented improved strategic planning process, deploying annual goals down through departments
• Supported improvement teams in planning and implementing specific improvements aligned with goals

• Guided middle school principal and instructors in selecting school improvement areas aligned with district goals
• Established improvement teams focused on highest priority areas, and provided initial focus for teams
• Worked with improvement team to develop survey of teacher and staff morale
• Analyzed survey data and provided report of results
• The established teams (focused on areas such as team teaching, decision-making, and community building) are still ongoing, and have implemented numerous improvements

Organizational Learning Center (OLC) and San José State University – San José, CA
Instructor / Lecturer – 1993-2005
Designed and taught university and industry courses in management and improvement for San Jose State University, SJSU Professional Development, and the OLC. Examples include the following (listing of university courses available here, listing of industry courses available here):

San Jose State University and SJSU Professional Development – 1994-2000

• Industrial and Systems Engineering 131: Statistics and Process Analysis
• Industrial and Systems Engineering 196S: Process Design and Improvement
• Industrial and Systems Engineering 297: New Product Development Skills and Methods
• Professional Development CTGE 421D: Managing Engineering

Organizational Learning Center – 1993-2005

• Developed and taught courses in Project Management, Process Improvement and Benchmarking, and Leading Change for various organizations throughout the US
• Developed Achieving High Performance web-based course for coalition of universities in the UK
• Developed and taught university courses in Operations Management and workshops in Project Management in Beijing, Hangzhou, and Shanghai, China
• Developed and taught Operational Risk Management course in Singapore

Process and Quality Improvement (P&QI) Center, San José State University – San José, CA
Project Coordinator – 1990-1993
While attending university, worked as an associate of the P&QI Center in the College of Engineering at San Jose State University:

• Implemented process improvement in various organizations across the country
• Assessed work environment and morale in multiple organizations
• Presented training materials to front-line personnel in various organizations
• Established and hosted the SJSU Total Quality Learning Group, consisting of improvement professionals from industry

Administrative and Technical Support – 1986-1990
After leaving the Army and while attending university, worked as an administrative assistant and technical assistant at various organizations throughout Silicon Valley, including Ford Aerospace, Siemens, Hewlett-Packard, and NASA Ames.

Sergeant, US Army – 1981-1985
Served in military intelligence in Japan and Germany. Directly supervised and trained twelve personnel. Received commendation for creating excellent job-training program. Promoted to sergeant and honorably discharged.

• B.S. Industrial and Systems Engineering, San Jose State University, 1993. Scholarship recipient. APICS paper award winner. Student Chapter President, Institute of Industrial Engineers. Member of Tau Beta Pi honor society. GPA 3.5.
• M.S. Systems Engineering Management, San Jose State University, 1996. Thesis topic: Using Systems Engineering Management to Improve Undergraduate Curriculum. GPA 4.0.
• Ph.D. Change Management, University of Salford, UK, 2005. Thesis topic: Assessing Middle Management Support for Improvement Efforts.

• Proficient in change management tools, including process definition, analysis and improvement, flow charting, SPC, benchmarking, root cause analysis, and organizational assessments.
• Thorough understanding of various improvement guides and methodologies, such as the Project Management Body of Knowledge (PMBOK), CMM, six sigma, CPI, reengineering, and PDCA.
• Proficient in team development and facilitation, including the use of style surveys such as Myers-Briggs (MBTI) to determine team roles. Excellent presentation skills.
• Proficient in the design and administration of measurement instruments, and the analysis of survey data. Experienced in writing survey reports describing company strengths and weaknesses, with recommendations for improvement.
• Proficient in Microsoft Word, PowerPoint, Excel, Outlook, and Access. Proficient in use of research databases, including LexusNexus, Emerald, and PsychInfo. Very familiar with Adobe Photoshop, Illustrator, and PageMaker. Experienced with statistical software such as MiniTab and SPSS. Experienced with web design packages such as Adobe PageMill and NetObjects Fusion. Experienced with flow charting programs such as MacFlow and Visio.

• Top secret security clearance (expired).
• Moderately fluent in French. Basic German. Currently studying Spanish and Mandarin.
• References available upon request.