David Harmony Email & Phone Number

Grand Rapids, Mi, Us

Grand Rapids, Mi, Us

As of May 2023, David was recertified on the latest SAFe 6.x framework. He conducts frequent public and private Training for Leading SAFe, Lean Portfolio Mgmt, and Agile Product Mgmt. He was first certified on version 2.x. He has influenced the maturation of this framework from the early days, directly influencing its founders and ongoing administrators. Many of his ideas shaped what eventually became the Portfolio and Product Mgmt dimensions.David has veteran experience in launching, operating and fine tuning 21 Enterprise Lean-Agile Portfolios and 90+ Agile Release Trains (31 directly, 60+ indirectly through Portfolio Governance).

Grand Rapids, Mi, Us

David sincerely supports Life as an Executive advisor, Leadership mentor and Business Agility Coach, with an overall goal of helping individuals regain line of sight and inspiration for the "organizing causes" they [are trying to] identify with. His personal goal is for Life as "a working adult" to feel as wonderful as it did as an innocent child. The core tactic is a "restoration of curiosity and courage" through a reduction in group speculation and personal fear, in favor of shared pursuit of what truly is known [together]. ✅ 50+ clients served with ~75% success rate across 12+ industries. Details at http://Portfolio.DecisionFramework.usFound/Principal Consultant* Enterprise Business Agility consulting, Lean-Agile Transformation Assessments, Optimization of existing Portfolios and Programs, Training and Implementation initiatives* Lean Startup Consulting, VC Justification, IPO priming* Product Development mentoring and culture change, using Sr Mgmt Advisory Workshops, transition and optimization Consulting, Certified Training, Embedded Coaching, and Mentoring of Product Managers across the layers of organizations, spanning 12+ industries within Public, Private and Gov’t sectors* Strategic assessment and financial justification for complex technology-driven initiatives* Leadership development and Executive coaching* Leadership Team Health assessments, team dynamics mentoring and intervention support (facilitating conflict resolution)* Interim (temporary backfill) Leadership (Senior/C-Level), Hire Screening and onboarding of Permanent Candidates* Employee engagement and retention strategy initiatives* Hire screening of employees for proven experience in Lean-Agile cultures and transformational leadership* Proprietary Product Offerings online to Assess, Mentor and Guide Organizational Change across all levels and roles* L.A.Portfolio and Program Management of Enterprise Business Intelligence / Data Warehousing and Distributed Software Solutions

From 2014 to 2023 David has been Advising executives and guiding crucial organization culture change. As a Strategy coach and mentor to Product Managers, helping people virtually restructure to optimize availability and influence of one another across the layers of the org, has realized the expression that "Culture Eats Strategy for Breakfast". People must be inspired to be productive. They must be included in Strategy formulation, to be inspired to share ownership and obsess over amazing outcomes for Customers, Partners, and Employees. People serving/supporting People. 🙏🏽✅ 50+ clients served with ~75% success rate across 12+ industries. Details at http://Portfolio.DecisionFramework.us

Jacksonville, Florida, Us

* Full SAFe Configuration install, beginning with 2 ARTs, an SRE/Infrastructure Solution Train, and layering in Lean Portfolio Mgmt in 2024 using Lean-Startup practices.* Mentoring the Senior Leadership Teams for 3 Product Lines on Adaptive Leadership principles in the expedited adoption of Lean-Agile & Design-thinking practices towards full benefit realization.* Launching one central LACE and Implementation Communities for one line of business and mentoring a new Enterprise LACE.* Co-Authoring a Transformation Backlog, sparking bi-directional influence and ownership between Implementation Communities and LACE* Staffing and Mentoring a coaching team (3 consultants, 10+ internal SPCs) in the Launching of Value Streams.* Scheduling and Conducting SAFe Training (Leading, PoPm, S4Teams, S4Archs, S4Sms, LPM)* Influencing towards key adaptations of Annual Planning Process, Incentive Programs, and HR implications for career path changes and Agile talent screening, acquisition and retention.

San Francisco, California, Us

Enterprise Business Agility ConsultingAdvised a sub division Coaching Org. on common topics around Portfolio/Program coaching and change mgmt. as well as Sr. Mgmt influence via Strategic Flow.Coached 2 young ARTs (Team of Teams) through two Quarters of Planning and Exeuction. Focus was on stablizing the in-take practices, striving for inclusion and co-commitment on Plans. Estimation calibration was a key focus towards mid-range ETA planning and negotiation with Sr. Mgmt.Advised Portfolio Strategy formulation and initial attempts to flow OKRs through an Epic in-take kanban system. Expectation mgmt was a key focus, with tie-ins to objective demonstrations of outcomes via properly executed System Demos.Reviewed and advised on simplifications to cross Journey (cross Product Line) in-take practices. The theme was Capacity Allocation policies and work-type routing changes to ensure empowerment without clogging the top-level prioritization focus.

Full SAFe Configuration install, beginning with 3 ARTs and a Solution Train, layering in Lean Portfolio Mgmt in PI3Mentoring the C Suite on Lean Agile Leadership and leading timely adoption of SAFe towards full benefit realizationLaunching a central LACE and Implementation Communities for each ARTCo-Authoring a Transformation Backlog in ADO, sparking bi-directional influence and ownership between Implementation Communities and LACEStaffing and Mentoring a coaching team (5 consultants, 4 internal SPCs) in the Launching of ARTsScheduling and Conducting SAFe Training (Leading, PoPm, S4Teams, S4Archs, S4Sms, LPM)Working with C Suite and Enterprise Risk Committee on key adaptations to Annual Planning Process, Incentive Programs, and HR implications for career path changes and Agile talent screening, acquisition and retention

Lexington, Kentucky, Us

Essential SAFe Configuration install, beginning with 2 ARTs and Lean-Portfolio Pilot coaching to prove the possibilities and broaden the engagement appropriratelyMentoring Senior Mgmt on Lean Agile Leadership and leading timely adoption of SAFe towards full benefit realizationLaunching a Hub-and-Spoke LACE and core Implementation Community to drive bi-directional influence and full adoption of Principles/PracticesCo-Authoring a Transformation Backlog in ADO, sparking bi-directional influence and ownership between the Implementation Community and LACEStaffing and Mentoring a coaching team (2 consultants, 3 internal SPCs) in the Launching of ARTsScheduling and Conducting SAFe Training (Leading, PoPm, S4Teams, S4Archs, S4Sms)Working with C Suite and Risk Managers on key adaptations to Annual Planning Process, Incentive Programs, and HR implications for career path changes and Agile talent screening, acquisition and retention

Boston, Ma, Us

Assessment of a 14 month-in-progress incubator initiative seeded with $60MM investment and potential to scale across their entire 55,000 employee base. Included LOB Stakeholder interviews, cross-functional surveys with Strategic and Solution practitioners, and direct observations of maturing ARTs, to help the client pin point their delays in PAAS delivery and to improve the Transparency of their strategic planning system end to end. Establishment of a Lean-Agile Portfolio Team, to realize Cadenced Flow of Strategy in-take, challenging for MVP identification and delivery each fiscal quarter. Baslining of Agile-oriented KPIs as part of course correction in burn-rates towards economically justified and directly observable delivery of incremental MVP delivery.Vetting of multi-year Product Vision and PAAS strategy, virtual restructuring of initial Value Stream to improve the Flow of delivery while reducing risk and dependency blocking conditions.Leveraged the SAFe S-curve implementation roadmap and associated Training regimen, building out a 1st time LACE and Transformation Roadmap, mentoring Leadership to “use Agile to become Agile”.DevOps coaching with Architects to shape/influence Strategic goals iteratively through the new Portfolio, including the maturation of a new Product Mgmt discipline representing post-incubation scale and coverage.Calibration and Correlation of the Agile-vertical estimation practices, to improve the predictability and reliability of Market Release announcements corresponding with Industry conferences. Showing client how to avoid “vaporware” and realize relevant feedback against their Live, evolving PAAS, to hone their Lean-Startup capabilities.Grow and Split approach towards specialized dual-track delivery and formation of a 2nd ART associated with Value Stream analysis, resolving major resource contention and gaps in Stakeholder commitment.Coaching to optimize 2 ARTs, including the Agile Practice mentors (SMs, RTEs).

Indianapolis, Indiana, Us

Fine tuning of existing LACE / CoE presiding over 2 existing Line of Business (Commercial and Government) Lean portfolios and integrating them into a new (1st instance) Enterprise Portfolio. Began to Adapt the LPMs to properly overlap the Flow of co defined and committed-to Intent across the layers of the organization. Initiated a calibration estimation practices in each layer and Correlating estimates across layers to improve long-term forecasting and stabilize the quarterly rebalancing (ear marked vs committed, return of funds and zero-based budgeting tied to Epic-driven Investments) process.Began an integration the LPMs with a new (1st instance) Large Solution ART.Mentored senior Lean-Agile Coaches and Senior Management (SVP level) to effectively leverage the new Leadership platform. Initiated a Continuous Learning culture and Lean-Startup Experimentation mindset. How to measure the success of Strategic experiments and embed courageous yet objective tiered decision making authority to pivot Investments and the focus of talent, when clearly warranted.Advised Sr. Leadership on Annual Operations Planning (AOP) transformation. Milestones (degrees of) for change, timings and on-ramp required to stabilize the system-wide estimation practices and validate their reliability, and when to incorporate new practices and cease existing practices (i.e. within the Finance function and Budget Submissions process).Voluntarily exited early due to organizational design/restructuring concerns which are blocking ability of business stakeholders to engage at a pace appropriate to realize the virtual structure required to establish Flow and Reliability in forecasting, justifying broader attempts to adopt LPM and AOP integration. Advised them on the leading indicators of near-future readiness, typical on-ramp timings, sequence of change activities (Transformation Roadmap developed), within each specific layer and across layers, and the type of External consult recom.

West Des Moines, Iowa, Us

Assisting the Office of Business Transformation in their execution of a dynamic Roadmap for Agile Adoption across business units with rather unique opportunities and approaches to realizing near-term strategies.Advised Senior Leadership team regarding Benefits to be had, common Challenges and Solutions, to enable an enterprise realization of Business Agility, in part, through Scaling Agile practices to adapt the entire Strategic Planning and Execution system. Indirectly supporting a substantial reinvention and modernization effort, through Lean-Agile coordination of major CX Journeys led by other consulting firms. A Transformation Leadership Team is forming and expanding as their Transformation plan takes shape across Lines of Business. Investments and Insurance context with ~2,000 people involved.Established a 1st time new Agile Portfolio for the Annuity line of business, through a series of vertical slices and pilots to prove the value of Transparent Flow, Interlaced Prioritization, and Economically sound Validation of strategic hypotheses.Convinced client of benefits of Program level coordination of Delivery across Implementation teams against broader time horizons, by simultaneously connecting the new Agile Portfolio’s people, artifacts and cadence, to the Implementation teams through SAFe-like Release planning conventions. Client is not yet bought into Program Increment conventions of SAFe. Proving the ability of dynamic coaching and meeting the client’s next need.Enabled bi-directional influence and inclusion in decision making, through the new vertical Team of Teams, is a prime directive for the change sponsor. Client wishes to enable Agile Governance and Accountability of all Teams, across all layers of the organization. Helped leadership to incrementally time Compliance function influence across the layers of Strategic dissemination in a highly regulated environment...

Milwaukee, Wi, Us

Milwaukee, Wisconsin, Us

Advisory role with Senior Leadership in the planning and implementation of four Lean/Agile Portfolios including the formation of a Transformation Leadership Team and embedded coaching through early Milestones for several Program launches.

Houston, Texas, Us

Conducted a thorough assessment of their Portfolio delivery system, leading to short and long term recommendations including a culture Transformation roadmap with first Milestones identified.

San Antonio, Texas, Us

Helping two recently launched Agile Programs optimize their SAFe Program Increment execution and backlog management practices. Assisting management with critical transitions and delegation of leadership responsibility to drive appropriate Program/Teams autonomy. Real Estate and Consumer Lending context.

Mclean, Va, Us

Served as an Agile Transformation advisor with the Senior leadership team, within Partnerships Marketing Operations. Supported Leadership through various transitions in preparation for Agile adoption. Established an Enablement Team, Transformation Backlog/Roadmap, launched and fine-tuned an Agile Release Train. Supported the preparation of two future ARTs.

Washington, District Of Columbia, Us

Cincinnati, Oh, Us

Serving as an embedded coach, my goal was to help Paycor transition their culture into a high performing, Product-oriented culture. Agile methodology adoption was the underlying framework towards a more important goal: transparency, accountability, and continuous improvement, on a solid foundation of inspirational and courageous leadership.

Monroe, La, Us

Established two new Scrum teams, established a product backlog and guided them through sprints to meet aggressive goals to capture new business in Cloud managed services.

Monroe, La, Us

I joined an existing SAFe ART with the goal of helping them meet aggressive goals against a July deadline. Optimizing their PSI planning events and program delivery was the focus.How I sought to add value? My underlying focus is always the same: inspire people to own their own outcomes and offer them techniques to objectively monitor and improve their effectiveness as they pursue a shared vision. Ensuring the broadest inclusion of perspectives in that shared vision is always my emphasis.

Toronto, On, Ca

Mission: Simplifying lives for tax professionals around the globe.Our solutions are deployed globally and improve life for citizens around the world. We offer a balance of societal stability and individual pride in ownership that comes from formal registration and recognition of property ownership, leading to greatly improved Governmental services that can be delivered back to citizens due to proper revenue stream management.Selected by GM to create a unifying, adaptive leadership culture and optimized strategic pipeline. Over the prior 8 years, 26 acquisitions occurred as part of M&A growth strategy across the USA. Five directs with 350 indirects and $60M budget responsibility.key impact:Lowered the artificial firewall between Operations and Project Development teams. Established a DevOps culture. Redistributed capacity to Strategic initiatives realizing 400%+ productivity gains and 90% less quality issues. Saved three contracts worth $20M total.Retained 90% of contracts during my tenure, a 100% improvement in this volatile, politically driven arena. We had to ‘what-if plan’ based on which Mayor would be [re] elected and rapidly adapt strategic priorities in the backlog in a matter of weeks post- election. Grew our market share by 40%, acquiring mostly new territories.Mentored all Agile Product Managers and Product Owners, establishing a CoP and proper Customer Journeys maps, centralized backlog, and rolling-wave implementation of Product Roadmaps using Lean Startup experimentation. Calibrated portfolio forecasting and broader estimation practices.Led the OCM execution with HR and modernized the PMO practices to a SAFe-like level 4 maturity. Kotter’s 8 Step and ADKAR Communications & Execution models were used. Instituted Agile Risk Mgmt. practices.

Woodland Hills, Ca, Us

Mission: Bringing peace of mind to customers who should expect more from their provider.Co-Led with Peg (an amazing business partner), 150+ people through a 3 year initiative to migrate their policy management practices to the web (Mainframe to J2EE), realizing a 60% deflection in support calls & 20% organic growth in policies in force within the first year of go-live.

Lansing, Mi, Us

Grand Rapids, Mi, Us

Mission: Challenging Each Child to AchieveLed a talented team as we raised a new Center of Excellence for Business Intelligence to establish the foundation for predictive data analytics, revolutionizing how individual needs are detected and accommodated with differentiated teaching instruction for children.

Grand Rapids, Michigan, Us

Grand Rapids, Michigan, Us

Grand Rapids, Michigan, Us

Mission: Transforming the ways people work.As a Financial Controller, co-led 2 year turnaround for a failing manufacturing division (avoiding a shutdown), realizing a 160% swing in EVA. This was achieved by educating 600 people on Lean Leadership & EVA, instituting JIT processes & automating all associated financial controls & operational reporting.

Grand Rapids, Michigan, Us

Spring Lake, Michigan, Us

Mba, Management, Organizational Effectiveness & Change Mgmt

Ms/Cs, Database Architecture And Object-Oriented Design

Bba, Finance And Accounting

Aa, Accounting