Consulting Practice

I provide dedicated services in a specific discipline or braid together for a more comprehensive role. Either way - you are receiving the breadth of my knowledge and experience on any engagement.

Change Management

Learning

Process Engineering

Project Management

I have a Business Degree and almost 30 years of corporate experience ranging from firms both small (<10 people) and large (50,000+). In addition to the above disciplines, I have extensive experience in Operational Risk & UAT practices.

My consulting philosophy is to draw from Best Practices & Experience to tailor solutions that will work for your objectives. I am very open to delivering solutions for you while also pairing my learning services to upskill your own staff so you don’t need me (or others) in the future.

My services can be isolated in one area (e.g., delivery) or span across the full lifecycle from strategy through to delivery and measurement.

I have deep subject matter knowledge in Change Management, Process Management, and Process Engineering - having managed Centres of Excellence (COE) and written standards/ guidance.

Where I do not have expert knowledge, I can easily adapt to learn what is required to effectively design and deliver what is required.

I’ve directly trained over 20,000 people either in post-secondary or corporate environments.

Learning

    • Strategy

    • Instructional Design

    • Delivery/ Facilitation

    • Measurement

    • Employee Onboarding (generally and for M&A for 2000+ employees)

    • White, Green, Black Belt Practitioner Curriculum

    • Custom Project & Change Management Implementation Courses (based on company standards) - project and COE based learning

    • Train-the-Trainer Design & Delivery

    • Change Management

    • Project Management

    • Lean Six Sigma

    • Train-the-Trainer

    • Cloud

    • Management

    • Leadership

    • SAP

    • Oracle

    • Salesforce

    • Windows

    • Degreed

    • Skillsoft

    • Microsoft Office

    • Microsoft Dynamics

    • Bachelor of Adult Education (Brock University)

    • MS Master Instructor

Services for Change Management can start as early as playbook design through to implementation of existing methodology that meets your firm standards.

If you need support to design Change Management practices, I can do this and develop out a fully-functional COE.

I can also train your staff in Change Management practices so you don’t need consulting services or maybe just brush-ups in the future.

Purchase options are available for IP on models as well.

Change Management

    • General Advisory

    • Strategy & Roadmaps

    • Playbook/Methodology Design

    • Centre of Excellence Design

    • Implementation Practitioner (your playbook or mine)

    • Risk Control Design

    • Mergers & Acquisitions

    • COE Management and 2nd Line Risk Advisory

    • Large-Scale Process Transformations

    • Technology Systems - Implementations, Upgrades, Migrations

    • Prosci certified

  • *Available for purchase

    • Centre of Excellence (COE) Maturity Model

    • Change Playbook

    • Measurement Strategy Model (Readiness & Adoption)

Project management services are focused on non-IT projects (business only). I have done IT PM in the past and find that it is not my preference as a practitioner.

Similarly to Change Management, I can provide services to create methodology, design/implement COEs, and train your staff to sustain efforts without external support.

IP model purchase available for COE design.

Project Management

    • General Advisory

    • Program & Project Management

    • Playbook/Methodology Design

    • Centre of Excellence Design

    • Implementation Practitioner (your playbook or mine)

    • Risk Control Design

    • Mergers & Acquisitions

    • COE Management and 2nd Line Risk Advisory

    • Large-Scale Process Transformations

    • Technology Systems - Implementations, Upgrades, Migrations

    • Redesign of Management & Executive Learning Program

    • Risk Measurement Model Implementation

    • PMP certified

  • *Available for purchase

    • Centre of Excellence (COE) Maturity Model

Services in this domain are focused on value-add analysis, advisory, and process mapping. While I am Black-belt trained, I have selected not to focus in this area of the discipline as a practitioner.

My preference is to focus on how to bring practices to front-line employees that are practical and create real-time results. I do this through creating relatable learning that firms can sustain independently.

Process Engineering

    • General Advisory

    • Process Mapping

    • Process Improvement & Value-Add Analysis

    • Workshop Facilitation (e.g., Kaizen, Process Mapping, etc.)

    • Centre of Excellence Design

    • Implementation Practitioner (your playbook or mine)

    • COE Management and 2nd Line Risk Advisory

    • Large-Scale Process Transformations

    • Designed & Delivered White/Green/Black belt Learning Curriculum

    • Green Belt certified

    • Black Belt trained

  • *Available for purchase

    • Centre of Excellence (COE) Maturity Model

Contact

Please let me know how I can help you.