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When you need results

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Workshops & Training.

I offer I wide variety of workshops and working sessions. The highest value transformations are done collaboratively across departments and organizational hierarchy lines.  

Most workshops or working sessions are 1-4 days (depending on the topic and desired outcomes.) that include a cross-functional group of leaders.

My area of expertise for working sessions is a combination of Value Stream Mapping, Process Mapping, and Event Storming.  

I customize the workshops or working sessions to fit your needs.

Here is an example of some of the events that I have facilitated:

  • Event Storming ​​

    • Transform your business from a silo-functioning organization to a value-structured organization.​

    • Allows us to visualize the big picture.

    • Form cross-functional delivery teams inside and outside of the technology

    • Find the largest bottleneck in the flow of value

    • Align on requirements

    • Scale down to the MVP

  • Process Mapping

    • After the big picture session, we can dive into process improvement for a step in the overall big picture for efficiency and cost-savings​

  • Workshops for interactive training

    • Project Manager​

      • Learn how to transition from traditional project management to Agile project management​

    • Improving your Intake and Prioritization Process

    • Agile frameworks to align your teams on a new way of working

    • Scrum and Kanban

    • Effective PI Planning

    • Change Management

      • Effective methods for managing and promoting change​

    • Lean-Agile Management

      • How the role of management changes with autonomous teams.

      • Learn new metrics and align to strategy for the highest value 

We are in a fast technology-driven era and to succeed, organizations must adapt and change according to the business need and customer demand while being fiscally responsible.  It seems the first action taken when faced with cost-savings is to reduce the workforce.

What if I can show you how to drastically reduce costs without reducing your workforce?

Here are some examples of how I helped large organizations:

  • In the financial industry, I implemented a transformation that eliminated the need for contract staff, eliminated overtime, and reprioritized initiatives (to the highest value items) that resulted in a $20 million dollar savings within the first year.

  • In the utility space,  I designed a transformation that led to immediate savings of $1.5 million dollars.

  • In a large digital transformation in finance, my implementation saved 1.5 years on project completion and over $12 million dollars by eliminating the need for one of the "Big 5" consulting firms and reducing the overall project time.

  • $25 million was saved by putting the "breaks" on an initiative that was originally projected to cost $5 million but had already spent $12 million with 5 years left for completion.  

  • savings of $4 million in FinTech by transferring the initiative from one of the Big 5 consulting firms to an in-house technology team.

  • 86% increase in customer satisfaction

  • 75% increase in employee happiness by eliminating overtime, reducing cognitive load, and instilling the sense of "team".

The Process

  1.  It starts with a conversation.  What are your biggest challenges? What is going well? What does success look like?

  2.  Next, we set "stretch goals" for the engagement. Reach high and make them realistic.  Some examples of goals set are: increase quality by 50%, increase productivity by 60%, cost-reduction of <insert $>

  3. Data analysis and interviews. Transformations do not happen in silos.  It requires collaboration and socializing happenings throughout the journey. I gather data, observe and talk to several areas in your organization to assess their view.

  4. Mapping the current state.  Once we have data and feedback, we embark on mapping the state of the organization as it is today.

  5. Mapping the future state is next!  Now we map out what success looks like

  6. Identify opportunities and improvements.  What is blocking the flow of value? How can we resolve this? What is the highest impact improvement?

  7. Prioritize opportunities and improvements

  8. Design a transformation plan

  9. Implement

  10. Monitor to adjust and adapt.


The fixer.

Throughout my 20+ year career, I have become known as the "fixer".  I have been sought after to come to fix an underperforming team or department.  Often, as I observe this section of the business, it leads to wider areas of improvement. 


A few years ago, a company that was trying to adopt lean-agile reached out to help with a group that had missed four go-live dates for a new mobile app.  They were in jeopardy of missing their next production date.   I worked with the staff and the stakeholders to narrow the scope, implemented new ways of working and the team delivered early.  They continued to deliver 3 times the amount of value as other teams in the company.  Imagine elevating new code with ZERO critical or high support incidents reported! That became their reality.  This led to an enterprise-wide transformation!

The project management office is in great need of transformation.  Over the course of my career, I found that the PMO is the most neglected area when it comes to efficiency and transformation.  While the organization adopts agility, the PMO remains in traditional water-fall causing friction to the rest of the organization.

Other challenges the PMO faces are ineffective intake or idea submissions, inconsistent prioritization, too many projects in-flight and constantly being over budget and over schedule. 

When evolving your organization, attention must be given to the PMO.  

I have successfully transformed several project management departments addressing the following issues:

  • Standardizing the intake process

  • Overhauling and implementing a value-driven prioritization process ensuring we focus on the highest-value initiatives

  • Limiting the projects in-progress to the top 10 or 20 (depending on organizational size) allows projects to complete in record time.

  • Quarterly funding for project budgets greatly reduces risks and allows for clear and flexible course correction based on client needs.

  • Reducing context-switching waste by aligning staff to one project instead of multiple.

  • Leaning out charters, scope documents, and project plans,  

Transform the PMO.

Individual Mentoring & Coaching.

Mentoring is a great way to ensure personal success.  Are you new to Lean-Agile? Have you become a certified scrum master but need help with growing your skills? Are you a project manager that is challenged with Agile?  Are you a professional or individual who needs help determining which direction to go?

I have mentored others for over 20 years with great success.

I can show you how to successfully manage teams or plan out your goals for the future.

Individual coaching and mentoring rates are $100 an hour and I do so virtually. 

This is just a fragment of the services I offer.  Let's talk about how I can help you!  *online scheduling coming soon!

Contact Me!

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