J.J. Westfall Email & Phone Number

Seattle, Washington, United States

Ops at iF balances the health of the business with the health of iFsters. We aim to efficiently manage the business and people of the company by recording, planning, organizing and celebrating work in an open, fun and supportive way. We do this by adapting to meet the evolving needs of our staff and clients which allows our business to thrive. Team accomplishments over the last two years include:• Purchased a new building, improving the space and preparing for office reopening• Clear… Show more Ops at iF balances the health of the business with the health of iFsters. We aim to efficiently manage the business and people of the company by recording, planning, organizing and celebrating work in an open, fun and supportive way. We do this by adapting to meet the evolving needs of our staff and clients which allows our business to thrive. Team accomplishments over the last two years include:• Purchased a new building, improving the space and preparing for office reopening• Clear Ops roles & responsibilities with redundancies where possible• Seamless client contracting and invoicing • Accurate and predictable accounting and Financial reporting• Great HR support including smooth recruiting and onboarding processes• Implemented a Human Resources System / HRIS• Increased security measures such as cyber security insurance, security training and IT / data security policies and procedures • Support for leadership and internal initiatives: B-Corp Certification, iF Cultural improvements build off iFster feedback from multiple sources including retreats, annual iF poll management, and Diversity Equity and Inclusion trainings and resources Show less

Seattle, Washington, United States

Manage operations team focused on providing best in class support to everyone at Intentional Futures so they can work with visionary leaders to solve hard problems that matter.In addition to standing Ops activities, during this period we focused on: • Researching and implementing a Human Resources System / HRIS• Integration Marketing in to the Operations Team• Onboarding Project Manager • Creating and Launching a Project Management Playbook • Support for leadership… Show more Manage operations team focused on providing best in class support to everyone at Intentional Futures so they can work with visionary leaders to solve hard problems that matter.In addition to standing Ops activities, during this period we focused on: • Researching and implementing a Human Resources System / HRIS• Integration Marketing in to the Operations Team• Onboarding Project Manager • Creating and Launching a Project Management Playbook • Support for leadership and internal initiatives: Diversity Equity and Inclusion, Capabilities and Client Experiences, and Culture Show less

Seattle, Washington, United States

Providing both project and program management services to a Seattle based venture firm, including support for the launch of SCAN Public Health: https://scanpublichealth.org/.

Greater Seattle Area

Managed team operations including budget and pipeline management, team meetings and retreats, implementing operational improvement efforts.- Led investment scoring, ongoing portfolio management and created structured pipeline planning process, leading to more aligned and impactful investments. - Designed and implemented overall rhythm of the business, including project plans and timelines for leadership engagement, such that there was clarity across the team on priorities through the… Show more Managed team operations including budget and pipeline management, team meetings and retreats, implementing operational improvement efforts.- Led investment scoring, ongoing portfolio management and created structured pipeline planning process, leading to more aligned and impactful investments. - Designed and implemented overall rhythm of the business, including project plans and timelines for leadership engagement, such that there was clarity across the team on priorities through the year. - Program Officer on co-funded grant with Gates Ventures on Exemplars in Child Health cultivating important external relationships and supporting the best practices for the Global Health community.- Crafted and disseminated communications including internal, external and executive level. Show less

Greater Seattle Area

Co-led innovative Strategy development and execution planning across 6 teams, designing approach and framework for a new way of implementing cross-functional strategies, resulting in Co-Chair approval. - Managed, staffed and workforce planning for team with full accountability for the Business Team, decision-maker for hiring, promotions and transitions out of the foundation. - Pilot team for new foundation wide portfolio management approach; tested and shaped process and tools. This… Show more Co-led innovative Strategy development and execution planning across 6 teams, designing approach and framework for a new way of implementing cross-functional strategies, resulting in Co-Chair approval. - Managed, staffed and workforce planning for team with full accountability for the Business Team, decision-maker for hiring, promotions and transitions out of the foundation. - Pilot team for new foundation wide portfolio management approach; tested and shaped process and tools. This approach is now rolled out organization wide. - Accountable for meeting financial targets and portfolio management for $100 million annual budget. Show less

Greater Seattle Area

- Collaborated on Annual Planning materials, including key analysis for the Co-Chair presentation, which resulted in visibility of foundation-wide maternal, newborn and child health spend.- Compare actual performance with planned performance, analyze variances, assess trends to effect process improvements, evaluate possible alternatives, and implement appropriate corrective action if needed.- Ensures projects are organized and executed in a consistent manner and fulfilled within… Show more - Collaborated on Annual Planning materials, including key analysis for the Co-Chair presentation, which resulted in visibility of foundation-wide maternal, newborn and child health spend.- Compare actual performance with planned performance, analyze variances, assess trends to effect process improvements, evaluate possible alternatives, and implement appropriate corrective action if needed.- Ensures projects are organized and executed in a consistent manner and fulfilled within established standards. Show less

Greater Seattle Area

Led the Global Health Division through successful implementation of a transformational change: new foundation-wide process for investment making and management.- Helped build Continuous Improvement program for process and tools using qualitative and quantitative data to prioritize enhancements to best meet grantee, vendor and internal staff’s needs. - Used data analysis to shape IW team’s focus areas and strengthen understanding of anecdotal insights, such that key issues addressed, and… Show more Led the Global Health Division through successful implementation of a transformational change: new foundation-wide process for investment making and management.- Helped build Continuous Improvement program for process and tools using qualitative and quantitative data to prioritize enhancements to best meet grantee, vendor and internal staff’s needs. - Used data analysis to shape IW team’s focus areas and strengthen understanding of anecdotal insights, such that key issues addressed, and highest impact improvements made. Show less

Greater Seattle Area

Managed and reported on $1.6 billion grants and contract portfolio.- Managed over 30 active grants from ideation to closure. Over $100 million, 10 new grants or supplements annually most requiring Executive level review and approval. - Built strong relationships with grantees and vendors, providing process expertise and support for site visits and grantee reviews. Liaison Program Officers and business partners including Grants & Contracts, Legal, and Finance.

Seattle

Executive support for the President of Global Health.- Liaison for the president. Prioritized, fielded and addressed requests. This included coordinating daily briefing folders and all formal correspondence for the President. - Created, built and implemented correspondence log and briefing storage system so correspondence could be easily searchable, increasing visibility and saving time. Created accompanying process manual to support easy transition to new staff.

Greater Seattle Area

- Designed and managed customer issue resolution program. o Developed program infrastructure: collaboratively defined process and strategy, technical requirements and workflow. Clarified issue resolution criteria, executed process improvements. o Designed and launched SharePoint tracking tool for customer issues, wrote extensive process documentation. o Engaged business partners across the organization to create solutions for customers and long-term controls to prevent… Show more - Designed and managed customer issue resolution program. o Developed program infrastructure: collaboratively defined process and strategy, technical requirements and workflow. Clarified issue resolution criteria, executed process improvements. o Designed and launched SharePoint tracking tool for customer issues, wrote extensive process documentation. o Engaged business partners across the organization to create solutions for customers and long-term controls to prevent future occurrences on over 170 issues. - Produced customer experience team communications including Retail Bank Customer Experience team website layout and content. Launched Customer Service booklet which was distribution to over 25,000 employees.- Managed contracts from Statement of Work / budget shaping and approval through invoicing. - Planned team annual budget and drove to target. Created monthly reporting for senior management. Show less

Greater Seattle Area

- Oversaw multiple projects and events including: o Planned, administered and reported on annual budget. o Worked on new Customer Experience team organizational structure. o Executed successful fundraiser for Freedom Writers Foundation, generating over $48,000. Obtained executive involvement from CEOs of WaMu and Costco.- On-boarded 28 new hires. Created Orientation Guide to accelerate new team members’ integration.

Bachelor Of Arts, Philosophy

Dean's List every quarter

Master Of Business Administration (Mba), Executive Mba Program