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Project Examples
Representative Clients
Verizon - 10 month project developing leadership in 3 call
centers
Department of Navy - 2.5 year project in Ethics Awareness for
4700 officers and civilians
SMI International (now Aleut Management Services)– 2 years
strategic planning and organizational assessment
Sacramento Municipal Utility District – 2 years - leadership
development / Issue facilitation (with Charles E. Day and Associates)
Department of Labor Office of Inspector General Audit
Operations – 2 months -- Planning assessment and solution discovery and
numerous other projects over 7 yrs
The Larson Group (architecture) – 3 mos-- Organization
assessment/strategic planning
Burkettdesign (architecture) – 2 mos-- Planning and team
development
La Plata Investments (land development) - leadership
development
Ice Castle International Training Center -14 months -
Organization assessment and development, interim management position
Office of Performance Review– several engagements - Change
management – 2 years
Bureau of Primary Health Care – 2 years -- several engagements
Philadelphia Gas Works - 3 months - Leadership development,
organization assessment, change management (with Charles E. Day and Associates)
Pikes Peak Partnership – 2 months -- Organization assessment
Youth Symphony of Kansas City - Board of Directors retreat
facilitation
Ki Professional Services Group (KPSG)/Qivlik/Akima/Aqmaaq
CEO’s – 3 months – Planning for organizational restructuring (SOAR
–Appreciative Inquiry)
KPSG – 10 months – Change for restructuring
Tacoma Public Utilities–2 yrs–Supervisory and management
development/Quality Assurance coaching for performance (with Charles E Day and
Associates)
Recent and Ongoing Engagements
Organizational change engagement to increase strategic capacity to meet work
load requirements. Approach included everyone in the organization across
regional offices to define changes necessary to achieve goals. Results included
employee-guided project teams to improve planning and execution of work load,
expand the availability of professional growth opportunities and develop
enhanced training and development programs to increase employee competence in
critical areas and an expanded informal network across eight regional offices
that facilitated the spread of program specific knowledge and best work
practices.
New team facilitation included an online communication survey which provides
individual and team reports; introducing team members using a 1-1 interview
which leads to understanding each other’s needs and expectations; shaping
common values, characteristics and practices for working closely together;
describing the vision for how the team wants to be together and determining
what actions, decisions and commitments will support achieving the vision; and
a method for checking in from time to time to valuate how the team is doing in
reaching their vision, commitments and results. Results: Development of shared
expectations regarding work styles and strengths; each person’s role on the
team (deadline monitor, client lead, process checker, proofreader); and,
perhaps most significantly, commitments from each person for successful team
practices and results.
Facilitation of several planning sessions for CEOs from four subsidiary
companies charged with consolidating business lines into two companies.
Team development for director of Federal agency working with individuals coming
from range of backgrounds and experience during time of significant changes in
business process and work responsibilities.
One-day meeting including 19 employees of customer service unit for public
utility to increase positive internal communication and improve business
process to better serve customers. Conducted as associate of Charles E. Day and
Associates.
One-day retreat for new board of directors for local nonprofit to focus on
developing relationships and common experience and passion for the mission.
Facilitation of Institute of Management Consultants meeting of leadership
council, task force team and national board meeting, each building on the work
of the prior meeting, over a four day period. Results: Team initiatives with
board support for several areas of growth opportunities and numerous new
relationships across a volunteer organization.
Conducted two sessions of a 3-day Emotional Intelligence Leadership Development
program for 32 executives of an organization. Program included 4 months of
follow up coaching in small groups and individually.
Organization assessment and strategic planning for an international company
shifting business course from federal contracting in facilities management to
commercial communications.
Developing quality assurance programs for supervisors in utility customer
service centers. Includes process development and coaching to learn positive QA
method for one-on-one sessions with team members. Conducted as associate of
Charles E. Day and Associates.
Other Significant Engagements
Facilitation and integration of leadership development effort for a major
utility- on-site for three month assignment. Created Leadership Labs for small
cross functional teams to use a simple process for addressing problems and
opportunities.
Various consulting including strategic planning, leadership development and
general human resources for a 10,000 acre master planned community
Management and leadership skills assessment for high-tech manufacturer.
Implementation of performance evaluation process for food processing plant.
Development of all HR systems, practices, policies and defining and
implementing corporate values to create high performance environment in a
telemarketing lead generation start-up.
Project manager/facilitator for 2-1/2 year business ethics
awareness/organization change project which involved all 5,000 employees of a
military organization.
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