Functional Skills

Agile Software Development
Business Analysis
DevOps
IT Transformation
Leadership Development
Operational Efficiency
Process Improvements
Software Implementation
Training and Coaching
Workshop Facilitation
Change Management / Org Design
Organizational Effectiveness
PMO Transformation
Process Design / Re-engineering
Value Chain Analysis

Software Skills

G Suite
Microsoft Office

Certifications

CLSSGBCertified Lean Six Sigma Green Belt
CSMCertified Scrum Master
ITILIT Infrastructure Library Certified
PMI-ACPPMI Agile Certified Practitioner
SASAFe Agilist

Sector Experience

Business Services
Technology

Languages

English

Notable Clients

Cisco Systems
John Deere
Kaiser Permanente
Scaled Agile Inc.
Walmart.com

Experience

FiveWhyz Management Consulting
Managing Partner
1/2023 - Present
Also: Principal, Lean Leaf Solutions (2023-present)
Agile and Lean coaching solutions for all levels of the enterprise.
• SME for Scaled Agile Inc; developed micro-credentials for value stream mapping, conflict & collaboration, and others (NDA)
• Agile Open Northwest 2024 open space facilitator
• Agile community keynote speaker, incl. "Scaling Trust" (2023), "Management Redefined" (2024)

Sabbatical Other
Community Volunteer
1/2017 - 1/2023
Providing free education (technology, building maintenance, other life skills) in local communities.
• Bridged language gap from English to Sepedi/Tsonga/Shona/Afrikaans
• Introduced Zoom and smart devices to more than 100 individuals in early 2020
• Guided setup of first hybrid remote/onsite participatory meetings in 2022

Rally Management Consulting
Enterprise Agile Coach
1/2009 - 1/2017
Helping individuals and organizations respond to change and rapidly deliver value to customers by leveraging Agile, Lean thinking and Principles of Product Development Flow (Reinertsen). Industries include: eCommerce, Entertainment, Finance, Gaming, Healthcare, Insurance, Manufacturing, Retail, Technology (Hardware, Software, & Services), Telecomm, and Transportation.
• Trained over 1500 people in both private and public classes, using proven adult learning techniques based on neuro-scientific research. Consistently high satisfaction scores. PAGE 2 OF 3
• Transformation consulting and coaching for more than 150 teams; from those just starting to explore Agile methods for small teams to those interested in scaling agility across programs, portfolios or the entire organization.
• Trained and coached essentials of Agile/Lean at all levels of the enterprise. Incl: Scrum, XP, Kanban, DevOps, Agile Architecture, SAFe, Portfolio Management, Product Development, Lean Startup

Rally/CA Technologies Operations
Director, Agile University
1/2013 - 1/2017
Agile University by Rally offered public courses around the globe featuring instruction by Rally coaches and strategic partners. Agile University also hosted OnDemand courses for self-paced, online learning.
• Expanded instructor-led training from one city in U.S. to over 20 classrooms around the globe
• $1.2M revenue in first year; 77% growth over previous year
• Launched OnDemand learning platform in 2014; reached over 100,000 licensees worldwide

Rally Management Consulting
Manager, Professional Services
1/2012 - 1/2013
Servant leader to geographically distributed team of Agile coaches and transformation consultants responsible for services delivery. Accountable for contract negotiation, internal operations, department P&L, plus team mentoring and support.

Liberty Mutual Group | Safeco Insurance Companies Information Technology
Program Manager, IT Workforce Development & Communications
1/2008 - 1/2009
Defined and launched program focused on employee training and development, strategic skill management, and IT communication. Collaborated 1:1 with CIO on key messages and plans to improve IT visibility.
• Boosted usage of contracted eLearning licenses from less than 5% to over 95% in less than 90 days.
• Co-led Safeco/Liberty Mutual IT Communications team through transition. Survey results showed 90% of IT employees felt confident in department leadership and well-informed of transition impacts.

Safeco Information Technology
Program Manager & Agile Coach
1/2007 - 1/2008
Orchestrated IT-wide implementation of new Solution Delivery Lifecycle, based on RUP and Lean/Agile methods; $2.5M budget. Collaborated with senior executives, IT communities, and business partners to adapt implementation approach in alignment with shifting business climate.
• Introduced new Agile/RUP framework to nearly 800 employees. Provided deep coaching on Agile practices to more than 20 project teams while managing through significant organizational change including 4 CIO's within 2 years and complete team turnover.
• Proved Agile as a viable approach to large enterprise solution delivery, with 100% customer satisfaction from early project adopters.
• Credited with achieving first ever "Satisfactory" internal audit rating of IT development methodology.

Safeco Information Technology
Senior Advisor & Agile Coach
1/2005 - 1/2007
Infused Agile/Lean perspective during configuration and deployment of RUP for all IT projects.
• Architected rollout of an IT-wide methodology framework in 8 months after others had tried for 5 years while integrating enterprise standards for project governance, reporting, and discipline-specific practices based on CMMI, PMBOK, COBIT, and SOX.
• Researched industry trends and built business case (395% ROI within 2 years) for implementing Agile Application Lifecycle Management solution.
• Convinced executives and communities-of-practice to avoid overlapping process improvement initiatives, saving $3M.
• Partnered with author Dean Leffingwell to write guidance for scaling Agile in the context of RUP (pre-SAFe).

Safeco Information Technology
IT Development Manager
1/2003 - 1/2006
Manager of approximately 40 developers/business analysts/architects/project managers/contractors pioneering XP and Scrum with annual project budget averaging $14M. Bridged gap between Agile practices and corporate expectations for project delivery and performance management. Facilitated resource assignments and managed all vendor engagements (SaaS, consulting, staff augmentation) for department of 150.
• Improved contractor/employee ratio from 20/80 to 60/40, ensuring delivery on $13M allocated for projects. Renegotiated service contracts, reducing preferred provider list from 12 to 4. Cut time for contractor on boarding from 8 weeks to 1 week.
• Articulated project roadmap ($1.5-3M IT budget) for Emerging Markets category. Projects resulted in Emerging Markets becoming Safeco's #1 auto producer for the year, with over $9.7M in written premium.
• Enabled employee growth by selecting training partner to transition skills for mainframe programmers to ASP.NET in six weeks.

Safeco Information Technology
IT Infrastructure Manager
1/2000 - 1/2003
Managed 11 people (analysts, architects, project managers) supporting infrastructure for PeopleSoft ERP and Concur Travel & Expense (SaaS and in-house) applications. Implemented compliance controls for financial and confidential data (SOX, COBIT). IT product owner for PeopleSoft ERP; shaped approach to customizations, new implementations, upgrades, and overall vendor management.
• Project manager for first upgrades of PeopleSoft HRMS (v7.0 to 7.1 to 7.5)
• Mentored staff through multiple organizational changes, including new workforce architecture, salary restructure, and reductions in force.
• Spearheaded program to promote project management skills in department of 160 analysts (prior to formalization of PM job titles in the organization).