- Developed a comprehensive change management plan to guide an 18 month transition from a legacy software platform, to a web-based CRM tool for a $100 million Fundraising and Development operation; coached executives and project sponsors to improve business processes to increase employee and alumni engagement; established project governance framework; created employee communication and change management strategies targeting 300+ stakeholders; completed current state/gap analysis; documented extensive stakeholder requirements; assessed employee readiness and created risk management plans.
- Executed a 45 day executive change management review of several high profile technology initiatives (Collections, Archival, and Digital Asset Management Systems) as part of a $55 million Renewal Project for a world-leading museum; assessed the direction of the information management strategy, implementation timeline and budgetary requirements; clarified the status of projects and implementation gaps, and identified opportunities for integration.
- Formulated an organizational learning plan for an industry leading software company including a benchmark study of industry best practices, identification of learning trends, assessment of training priorities and career path planning designed to increase retention of highly skilled technical employees.
- Designed an innovative employee orientation program and online resource for an early stage software company to engage new employees in the company's mission and provide them with essential workplace knowledge in a concentrated one day format.
- Collaborated on the development of a sales force training program with the Director of Marketing to connect a geographically dispersed sales team and provide ongoing, relevant sales knowledge to drive revenues at a tech company. Training delivered via monthly WebEx training sessions and quarterly in-person events.

