The Portfolio items displayed below are a mix of Key Results Summaries, which are descriptions of projects I have worked on, and Project Documents / Samples. Many items overlap and are cross linked. If you are interested in seeing just Key Results Summaries, use the dropdown sub-menu under Portfolio. A page with just Project Documents / Samples is also available on the sub-menu.

You can use the category filters below to view items by functional area. Mouse over each topic and click on the link symbol to learn more. You can also click on the magnifying glass icon to view images in more detail.

resource cost schedule analysis

Resourcing / Cost / Schedule Analysis for the Deployment of a New Claims System

Detailed analysis of the resourcing, costs, and schedule for a new claims system rollout to 1,700 users.

high impact training program

Managing a High Impact Training Program

Maintaining productivity during a major upgrade impacting over 12,000 users in 130 locations while delivering effective training under a limited budget.

high impact communications awareness

Deploying a High Impact Underwriting System

When a new workers compensation underwriting system was being deployed that impacted five companies and a major profit center, senior executives wanted a highly visible awareness and communications plan to keep everyone informed and to promote the new system benefits.

training across multiple workstreams

Coordinating Training Across Multiple Workstreams in a Business Process Improvement Program

Minimizing business productivity impact during training for a major platform upgrade impacting multiple workstreams and departments.

change impact

Assessing Change Impact in a Business Process Improvement Program

Assessing the impact of multiple sequential and simultaneous rollouts on business productivity across multiple interrelated workstreams.

project management framework

Project Management Framework

Project Management methodology, processes, tools, and checkpoints with entrance / exit criteria.

reorganizing business units

Reorganizing Claims Units for New Worflows and Systems

Transitioning a claims organization during a physical consolidation and the implementation of new systems and workflows.

change management framework

Change Management Framework

Example Change Management Framework that can be applied to projects of different types and sizes.

evaluating deployment timeframes for training

Evaluating Alternatives to Meet Deployment Timeframes for a New Claims Management System

A viable option for training delivery was required to meet management aggressive deployment schedule and assure that claims staff were fully trained.

change management communications roadmap

Change Management Communications Roadmap

Four communications campaigns applied to program / project roadmaps to facilitate unique change communications requirements.

revamp corporate e-learning site

Turnaround: Revamping a Corporate E-Learning Site

Meeting audience needs to increase and drive usage of a just-in-time e-learning platform for IT professionals.

change agent network strategy

Change Agent Network Strategy

Organization, structure, and roles of change agent network.

refocus instructional design team

Refocusing an Instructional Design Team

Moving an instructional design team from paper-based manuals and online help to high-quality interactive performance support deliverables.

develop deliver case for change

Process for Developing and Delivering the Case for Change

Case for Change message development, composition, delivery, and feedback.

baseline project management skills

Setting Baseline Project Management Skills

Designing a training program to baseline project management skills across a large international pool of project managers prior to the deployment of methodology and process specific training.

awareness video storyboard

Awareness Video Storyboard

A high profile workers compensation system rollout required an extensive awareness and communications campaign. An awareness video was shot by a video production company based on the storyboard developed to craft the key messages for the audience.

training needs

Training Needs for the Deployment of a New Workers Compensation Underwriting System

Evaluation of training needs for a new workers compensation underwriting system that focused on needs of unique business units.

awareness communications

Awareness / Communications for a New Underwriting System

Plans, presentations, samples, scripts, and other artifacts from the rollout of a new workers compensation underwriting system.

scenario role based training

Developing Scenario / Role Based Training for a Claims System

Increasing the productivity of work groups through the use of scenario / role based training curriculum.

automated equipment bid specification

Automating Equipment Bid and Specification for Bulk Material Handling Systems

Automating an error-prone manual specification and bidding process for engineers to configure and submit customer proposals for bulk material handling solutions.

training needs curriculum assessment

Training Needs & Curriculum Assessment

Developing curriculum paths and training modules to meet the requirements of 1,700 users in over 50 different job titles using a new workers compensation claims system.

investor relations management reporting system

Investor Relations Management and Reporting System

Automated system to capture company market transaction and performance data to provide investor composition reporting and trend alerts.

communications plan

Communications Plan

A high profile workers compensation underwriting system rollout required an extensive awareness and communications campaign. A detailed Communications Plan was presented to support awareness and communications activities before, during, and after the rollout.

marketing planning tracking tool

Implementing a Marketing Planning and Tracking Tool for a Professional Services Firm

Developing a tool for a firm to track marketing efforts and forecast future business and staff demands.

training plan

Complex Training Plan Addressing Multiple Drivers

A high profile workers compensation underwriting system rollout required a complex training strategy that met specific user requirements across a number of variables. Users in similar job roles required specific training for their unique needs. Training had to be deliver to almost 800 users in 37 locations.

staff portal on-boarding orientation

Staff Portal for New Hire On-Boarding / Orientation and Providing Staff On-Going Resources

A portal for new hires to complete company / client on-boarding paperwork and orientation training and also provide an on-demand source of resources for all staff.

change management communications roadmap

Change Management Communications Roadmap

Four communications campaigns applied to program / project roadmaps to facilitate unique change communications requirements.

change transition workstream

Leading a Change and Transition Management Workstream

The second release of a clinical data hub for an international pharmaceutical company required an extensive change management and transition planning effort.

change agent network strategy

Change Agent Network Strategy

Strategy for the Change Agent Network for a multi-phase project touching multiple business units over an extended period of time.

convert paper-based project management online

Conversion of Paper-based Project Management Best Practices to Online Resources

A project management methodology including all best practices and process templates were converted to a intranet site for improved access and reference.

e-learning storyboard

Sample E-Learning Storyboard

A sample segment of the storyboard used in an e-learning module for a new system.

awareness communications

Raising Awareness / Driving Communications

The pending release of a new workers compensation underwriting systems required a creative and effective plan for increasing awareness and maintaining communications with stakeholders and users.

training performance support boundary

Training / Performance Support Boundary

Approach for delineating the boundary between a structured content management platform and service areas it supported was required to define training / performance support content responsibilities.

patient chart story

Health Care Metaphor to Support a Multi-Course E-Learning

A metaphor to stress the importance of understanding the patient's story was needed for a multi-part e-learning course on medical records review.

change management strategy

Change Management Strategy

A Process Improvement / Data Integration program required a change management strategy to support version 2 of their solution. The new solution components were to be deployed in multiple releases. Each release would impact users in multiple clinical units across three business entities. The strategy had to address change, communications, case for change, change agent network, and training needs.

case for change strategy

Case for Change Strategy

A Process Improvement / Data Integration program required a case for change strategy to support the communications and change impact of multiple solution releases impacting users in multiple clincal units across three business entities.

communications strategy

Communications Strategy

A Process Improvement / Data Integration program was initiating Release 2 of their solution. The solution components were to be released over a period of several months impacting various audiences at different points during deployment. A creative, highly repeatable approach was needed.

ArborSys Group Home Page

Website Redesign

A company website was completely redesigned with a modern, interactive look and many new design and layout features.

video production

Video Production

Videos created for trade shows, webinars, websites, and other uses.