Sally Petersen Email & Phone Number

Current Assignment: Support the Tech-Enabled Audit FSLI Project by working with subject matter specialists to convert classroom-based and web-based content to online digital assets (eLearning, video, simulations, etc.).Previous Assignments: Supported the yearly manager and leader tax conferences. Built a new and informative eLearning course on financial basics to replace lecture-heavy classroom content. Helped design an interactive simulation for the firm's Advisory New Director School by converting an existing heavy lecture and classroom-based curriculum into an interactive and engaging experience for learners. Supported the development of a multi-week, comprehensive boot camp curriculum to prepare associates for engagement-ready client work relating to cybersecurity and data privacy. Supported the development of various interactive learning presentations for PwC's InPractice to offer CPE (Continuing Professional Education) credit for existing and potential clients. Topics included accounting standards, unlocking data, customer experience, reimagining business, innovation, and cybersecurity. Participated on a transformation initiative to help healthcare providers maximize their profits through more efficient processes and technology while providing improved patient care. Updated a comprehensive curriculum for the accounting and auditing of income taxes. Developed a new program to support Utilities Asset Management (UAM) and teach practitioners each phase of the asset lifecycle across the dimension of people, processes, and technology. Worked on a high profile project to convert global CRM system conversion to IRIS (SAP solution). Supported the deployment of a global training academy to address the new regulations with FATCA (Foreign Account Tax Compliance Act). Participated on projects to help organize and plan learning for PwC's annual assurance conference. Organized efforts to onboard PRTM Management Consultancy Firm in Bangalore, India (Mastech).

Current Assignment: Support the integration and deployment of the Lessonly platform. Design a comprehensive sales and account management curriculum that includes multiple phases, learning gateways, and benchmarks (including an online certification process through an innovative video role play application). Address key learning topics (sales pitch, product training, negotiation, global strategy, etc.) through a sustainable training platform that will reinforce consistency across the organization and provide easy-to-use tools and processes for both managers and employees (MAD Consulting). Previous Assignments: Designed and developed an inspiring and meaningful career enrichment workshop for employees and managers. The session includes the completion of a career assessment, a career leverage inventory, and a development plan in order to help employees outline their personal aspirations and professional growth goals. Acted as interim HR Business Partner and Leadership Development Manager until permanent replacement was secured. Redesigned and rebranded the online corporate university to transition to a more contemporary design in order to increase site access and usage of performance improvement tools. Updated the current Leading for Results and Managing Day-To-Day Curriculum and customized to Wheel's brand, culture and values. Partnered with HR and sales leadership to create an innovative consultative and strategic selling model. Managed multiple vendors to ensure key milestones were met and initiative gained momentum throughout the enterprise. Determined return on investment (ROI) and created on-going measurement tools to validate success. Consulted with executives to determine post-deployment coaching and reinforcement strategies (MAD Consulting).

Current Assignment: Lead the training effort with creating and/or updating eLearning courses, work instructions, standard operating procedures (SOPS), and knowledge articles related to the global deployment of ITSM ServiceNow.Previous Assignments: Led the training effort around the deployment of HR ServiceNow. Created the global learning strategy for employees, managers, and IT to embrace the conversion to a new IT service management platform. The new system will increase efficiency, improve service response time, and automate common business processes. Design and develop learning deliverables including design documents, webinar decks, job aids, eLearning courses, and reference articles. Deliver training to IT and managers throughout the organization (NorthCreek).

Chicago, Illinois, United States

Supported the Rite Aid acquisition by converting training materials to onboard new team members. Designed and implemented training for a new and intuitive system-wide IT support application to handle and prioritize incoming problem requests while accommodating pending change process flows and innovative workflow automation. Supported the development of a comprehensive change and training curriculum for a complete Human Resources Transformation (HRT) project. Helped HR employees embrace new service delivery model, acclimate to new operating systems, and provide extraordinary service during the transition and beyond. Partnered with senior HR leaders, training executives, and the change management team to ensure training is engaging, purposeful, and compels HR employees to support new service model (Hartke Designs).

Led the instructional design effort on the development of an innovative, comprehensive, and content-heavy curriculum for senior partners of the firm. The 18-month program included various learning elements, such as classroom instruction (partnering with a recognized executive education institution), executive coaching, engaging business simulations, webinars, and various on-the-job assignments (Mastech).

Creating manager training to help support the conversion and deployment to Workday.

Supported the design team responsible for developing a company-wide curriculum comprised of various learning academies, focusing on investment, client relationships, and technical knowledge (Hartke Designs).

Supported the deployment of a new and comprehensive product labeling process in order to prevent risk to patients with the right-the-first-time labeling. This organizational, transformative, and global change initiative included updates to systems, process, and organizational structure. Educational and change management elements included key communication messaging, eLearning courses, paper-based and online job aids, just-in-time video tutorials, and classroom instruction (ProUnlimited and Northcreek).

Designed and developed instructional materials for an organization-wide deployment of Workday. Partner with HR leaders and various project leads to create just-in-time learning resources, such as learning burst videos and eLearning courses. Help build the HR brand through the consistent design and distribution of training and marketing collateral (Northcreek).

Supported the implementation of Workday by creating various eLearning modules to engage and inform team members of upcoming organizational and technological changes. Instructional topics included Workday Navigation, Workday for Managers, Time Tracking in Workday, and Recruiting in Workday (Northcreek).

Designed, created, and built a training wiki using the SharePoint platform. Adapted and modified the wiki to make it feel more like a website with easy and intuitive navigation. Updated existing resources with new content from the latest versions of COINS and created aligning quick reference content (Northcreek).

Supported the implementation of a new leadership capability framework and culture assessment across the firm. Designed and developed instructor-led training and just-in-time resource tools to help make the transition seamless for associates and consultants (Hartke Designs).

Maintained and updated existing curriculum for next gen and new owner/operators. Conducted a thorough needs assessment and analyzed call volume from restaurant managers to the help desk. Submitted a findings and recommendations report with solutions to help drive call volume down and reduce the length each call. Created thought-provoking and emotion-based eLearning scenarios to reinforce the importance of food safety for shift, department, and general managers for each area of the world. Ensured content was applicable to all markets and taught learners key decision-making skills in regard to protecting the McDonald's brand and keeping guests safe. Designed and developed a series of eLearning modules for global finance professionals across the organization. Ensured the learning was engaging, interesting, and reinforced key messages and critical financial content applicable to each global market. Helped manage the completion of an extensive curriculum redesign project for mid-managers. Created a detailed and comprehensive project plan including more than 30 learning modules and ensured the ID team met critical dates and outlined deliverables. Evaluated and reviewed a performance analysis report and proposed a modular-based and flexible curriculum to improve identified knowledge and skill gaps. Partnered with learning leaders to support a comprehensive maintenance cycle aligned to the Restaurant Management Development (RDM) Curriculum, managed multiple vendors, and provided project oversight throughout development. Designed, developed and deployed a Professional Image Training Workshop to help individuals hone their leadership skills and develop their personal brand and created a strategic learning curriculum to help global business leaders transfer the organization's strategic goals into tactical plans for their teams (Mastech).

Supported the implementation of Workday and Dayforce by creating various training and marketing deliverables to engage and inform team members of upcoming organizational and technological changes, including an awareness video on the exciting benefits Workday as well as functional learning burst videos that outline how to use the application (Northcreek).

Partnered with the business leaders and training managers of a reputable professional services and consulting firm to align program interventions with key initiatives by designing, developing, and authoring appropriate short-form educational content for consumption on Intrepid Agile™ MOOC platform. Utilized platform to build out course flow and asset tiles while creating a unique and memorable learning experience for partners (Intrepid).

Collaborated and partnered with leaders from marketing and training to develop a customized learning curriculum for the Commercial Organization. The goal of the curriculum is to: (1) provide a positive onboarding experience enabling new employees to immediately acclimate to the organization, (2) improve the pharmaceutical and business knowledge and skills of all employees, and (3) provide opportunities to further grow within the company through various structured venues. The innovative and comprehensive curriculum includes interactive PDF guides linking to key resources and cutting-edge topics, videos, eLearning modules, development guides, and case studies, along with on-going support and evaluation tools (CARA).

Designed and developed a comprehensive training package for designated BNY Mellon account executives in order to support the new Broker-Dealer Clearance (BDC) application. The training not only taught account executives how to use BDC, but also taught them how to successfully train their clients on using the application. BNY Mellon made the investment to design this new clearance application in order to (1) upgrade the operating platform from DOS to a state-of-the-art web-based application, (2) improve ease-of-use for internal and external clients of BNY Mellon, and (3) increase risk and compliance oversight with complex transactions (Computer Generated Solutions).

Supported the development of a Center of Excellence to centralize and streamline associate readiness and overall mortgage workflow automation, including regulatory compliance, collateral decisioning, and enterprise quality control. Supported LOB initiatives in order to provide management visibility to entire, multi-segmented infrastructure (OpExNow).

Developed a National Store Manager Program to improve operations knowledge and increase store efficiency. The program used creative and innovate learning strategies to engage and empower managers to excel in their roles and make a positive impact on the bottom line. Topics in the program included operations, sales, service, recruiting, and staff development (MAD Consulting).

Designed and developed a versatile and modular learning curriculum to help Account Managers better partner, support, and consult with assigned Fortune 100 retailers nationwide. The multi-sensory modules used a format that can be customized for either web-based, classroom, or one-on-one delivery. Created a learning curriculum to quickly onboard new Store Managers and acclimate them to the daily operational activities required for long term success. Coordinated and packaged an extensive on-boarding program for new Sales Representatives and investigated ways to enhance delivery of content. Designed and developed supporting communication tools to market program to both user group and leadership team (Hudson).

Created an indepth case study assignment for University Deans to help improve their negotiation and influencing skills with internal and external community stakeholders. Facilitated an interactive and engaging workshop to increase learning transfer and application (MAD Consulting). Developed and facilitated a team building and communication workshop to help foster collaboration, strengthen relationships and increase team effectiveness. Encouraged members to embrace and apply new-found "personality profile" knowledge within the work environment to improve team performance (CARA).

Designed a customized eLearning curriculum to support the new ASM and Barnes & Noble partnership and quickly onboard staff to support both Ambassador and Merchandiser roles. The curriculum consists of various multi-topic modules to acclimate selected candidates and ensure they understand and embrace the NOOK product line (Advantage Sales and Marketing).

Designed and developed a ten-module eLearning curriculum using an innovative and exciting adoption model to introduce and integrate Oracle into the organization. The model consisted of four distinct phases: what people need to know (knowledge), what people need to do (skills), how people are accountable (architecture), and most importantly, how people embrace the Oracle transformation (condition of mind). Partnered with senior HR leaders, training executives, and vendors to ensure training was engaging, compelling, purposeful, and aligned to the described adoption model (MAD Consulting).

Partnered with the Training Center of Excellence (TCOE) to design a world-class program to introduce a new and innovative servicing strategy and facilitated pilot workshops to core sites across the US. Worked closely with senior business leaders and internal customers to design curricula that supports the mission of the TCOE and Discover’s brand promise. Created a customized Emotional Intelligence (EI) workshop to help account managers control their emotions in order to strengthen the relationship with the customer and be empowered to manage the emotions of others to reduce stress and decrease conflict (CARA).

Managed the complete update of the English curriculum and Spanish translation, managed 2011 budget (exceeding $300K), partnered with Allstate Program Directors and NNEDV on how to apply budget to enhance and improve financial education impact, and managed maintenance project cycle from inception to completion. In 2010, conducted national survey, collapsed feedback, updated curriculum and managed multiple vendors to oversee a complex curriculum deployment strategy to state coalitions nationwide. Created new tools to support project initiative including a short-term financial planning guide. Interfaced with the Directors of The Allstate Foundation and National Network to End Domestic Violence (NNEDV) on re-engineering their national Financial Education Curriculum and managed $350K budget. The revised product now provides easy-to-access resources that are engaging to use, robust with content, and readily transferable to the audience. Brainstormed with initiative leaders and sponsors on project infrastructure and deployment strategy (MAD Consulting).

Designed a powerful, professional, and customized training program to support the new ASM and SCEA partnership and quickly onboard new District Sales Managers and Sales Specialists. The program consisted of a 1.5 day ILT (instructor-led training) workshop and two WBT (web-based training) modules (Advantage Sales and Marketing).

Partnered with senior training leaders and created a powerful and high impact eLearning module for financial professionals that introduced key marketing behaviors required for successful prospecting and sales planning (Ardent Learning Consultants).

Applied rigorous educational design and application theories to a global curriculum conversion for a Fortune 100 telecommunications organization. Partnered with cross-functional team in India to ensure key milestones were achieved. This was a high-profile initiative with aggressive deadlines and complex deployment strategy (Computer Generated Solutions and Zero Chaos).

Partnered with leaders from sales, marketing and training to develop a powerful and motivating twelve-month "Sales Apprentice Accelerated Leadership" Program. The innovative and comprehensive curriculum includes interactive PDF guides linking to cutting-edge sales and leadership topics, videos and case studies, along with on-going HR and sales leadership support and evaluation tools (Hudson).

Created in the spirit of TED’s mission, “ideas worth spreading,” the TEDx program is designed to give communities, organizations and individuals the opportunity to stimulate dialogue through TED-like experiences at the local level. TEDx events are fully planned and coordinated independently, on a community-by-community basis. I organized, hosted, and sponsored TEDxStCharles around a concept that I coined called the "Circle of Authenticity" which includes leadership, personal brand, and motivation (MAD Consulting).

Collaborated with leadership to redesign a Competitive Tax Analysis session. Researched and investigated alternative instructional design approaches, application methods and delivery vehicles to ensure content alignment, prepared materials for deployment and facilitated sales event (CARA).

Created a comphrensive program for the media to better understand domestic violence. The program includes a detailed Media Training Guide along with various support tools, articles, templates and an all-encompassing web-based interface. Collaborate with NNEDV Communication Director and national Media Advisory Board professionals on content and deployment strategies (MAD Consulting).

Designed and developed a program for global sales managers (with planning roadmap) enabling leaders to better observe and manage the performance of their sales representatives. This program focused on the key and "must have" behaviors required for success and included aligned management-support tools (CARA).

Collaborated with executive leadership to determine ideal strategy to deliver global-wide profit and loss methodology to increase revenue and improve balance sheet accuracy. Facilitated workshops to senior managers in preparation for global deployment. Encouraged leaders to embrace new approach through on-going coaching, engagement tactics, influencing skills and post-deployment strategies (CARA).

Repurposed an exisitng Financial Education Program to support broad-functioning leaders and managers. Researched and investigated new content design and application methods to ensure alignment and prepared materials for global deployment (CARA).

Conducted a thorough needs analysis by interviewing leaders and subject matter experts and thoroughly researching content and process flows. Submitted an extensive proposal outlining suggested education, process and handling flows to support the global deployment of Intelligent Mail® for the United States Postal Service (CARA).

Led an internal curriculum redesign effort on project management while customizing the content for the organization. Thoughtfully extrapolated data and seamlessly intertwined fresh and newly created philosophies, processes and tools. Facilitated workshop and educated Divisional Managers in preparation for global deployment (CARA).

Facilitated project meetings, partnered with learning and development leaders and outlined an effective process flow to save the organization $13M in capital for each day reduced in DSO. Submitted a findings and recommendations report (noting alternative performance interventions) and performance design document to senior leaders (CARA).

Played key role in enterprise-wide initiative to create a synergistic relationship between 2 divisions: Retail Bank and Home Loans, which entailed brand retooling, extensive sales and product training, continuous coaching and mentoring as well as ongoing support. Gained buy-in and coordinated efforts at all levels within the organization, from line employees to senior executives. Provided support for more than 200 banking loan consultants, 20 home loan managers and 20 regional bank managers. Designed and delivered training workshops (classrooms and via conference call) to convey sales strategies and new product information. Developed multi-media communication tools to share success stories, challenges and progress. Attended recruiting events to identify and hire top talent and track recruitment goals. Spearheaded alliance development efforts using strategic and tactical incentive techniques, including contests, training and site events. Key Accomplishments:• Managed major cost-reduction initiative resulting in $10M savings as a President’s Quorum member.• Successfully built productive relationships between 2 divisions, enabling the channels to function as partners.• Played integral role in reduction of HUBs from 2.9 in June to 1.9 in August.• Increased critical bi-lingual capabilities by performing detailed needs assessment and providing crucial employee hiring assistance, elevating percentage of bi-lingual associates from 10% to 30% within 2 months. • Supported company initiatives by participating in partnership activities and charitable outreach efforts, including a contract agreement meeting with Lands End, collecting the most donations for AHA HeartWalk and serving as co-organizer of the SCORE Chicago golf outing to raise money for the United Way.• Developed key communication tools and a customer appreciation contest for the division that were replicated nationwide.• Nominated for President’s Club Award.

Led the most productive team nationwide. Spearheaded divisional training initiatives and deployed numerous leadership development programs. Developed and facilitated a service excellence program. Instilled a sense of motivation and promoted a culture centered on personal and team achievements. Reengineered roles to increase productivity and streamlined reporting processes to create greater efficiency. Led channel initiatives, including brand reengineering efforts across multi-media platforms and supporting technology implementations. Forged relationships with internal partners to promote seamless service delivery to customers by providing customer service training to cross-functional teams. Led numerous HR initiatives including recruitment efforts, leadership development, talent identification, career pathing and employee satisfaction and retention projects. Key Accomplishments:• Attended President’s Club as top sales leader for Consumer Direct Channel.• Designed and delivered innovative service training that improved team service score from 740 to 920.• Maintained average annual loan consultant production volume of $165M and funded over $1B in 2005 and 2006. • Achieved a call-to-conversion ratio of 40%, pull-through of 65%, and pre-approval conversion of 48%.• Reduced overtime by 75% by creating awareness of issue, streamlining workloads and communicating status.• Increased sales force by 50%, building one of the best teams in the industry and garnering recognition of success via successive team participation in yearly President’s Club event.

Oversaw design and development of training solutions and materials for numerous business channels, directing employee and manager activities to ensure completion of complex projects and to instill a cooperative, team-focused culture. Interfaced with senior executive team to determine training strategies to promote better performance and greater efficiency. Cultivated relationships with training design and delivery teams to promote a more collaborative training approach, which resulted in better customer service. Played a key role in launching numerous operating systems, assisting at all critical junctures, including design, testing and pilot phases. Played integral role in training design process and facilitated numerous “train the trainer” sessions. Mentored and developed employees. Key Accomplishments:• Received outstanding performance awards from management team and creative design recognition from peers.• Streamlined processes to improve long-term performance, lower costs and increase employee satisfaction.• Reduced design and development time by creating templates and using technology to share documentation, which also produced a consistent “look and feel.”• Developed an optimum “train the trainer” platform, which is still used as the company’s core prototype.

Led staff engaged in development and delivery of divisional mortgage training programs, including a major rebranding project. Managed $2.4M budget. Performed needs assessments and designed national and operational training programs, ensuring efficient, effective deployment and measuring and validating results. Facilitated numerous workshops. Championed branding initiative, leading focus groups, assisting with creation of brand identity and developing brand training for delivery to the entire organization. Led employee and leadership performance enhancement initiatives, including career path and succession planning definitions. Coordinated efforts with vendors and service partners in training delivery. Key Accomplishments:• Recognized for excellent performance with an instructional design award by senior leadership.• Successfully re-branded organization, supporting effort via facilitating workshops and developing and delivering various communication tools.• Received BRAVO award for teamwork and creativity from manager and colleagues.

Supported the deployment of laptops to field consultants (first organization in the industry to do so) while managing the challenging environment in moving from a paper-based to an electronic medium business model. Played a critical role during our conversion from a decentralized to centralized environment to support our back-end operations and increase efficiencies. Nominated to the elite e-learning development team to support the conversion of a classroom curriculum to online learning model for all HFC branch locations.Key Accomplishments:• Promoted 7 times within a 5-year period.• Received numerous ROSE (recognition of service excellence) awards, monthly and quarterly.

Executive Education, Leadership

Doctoratal Candidate, Instructional Technology-Organizational Development

Coursework Completed-Pending Dissertation

Masters, Communications-Organizational Development

Activities and Societies: Also obtained my Bachelors in Communications with Minors in Business and Public Relations.Tuition paid in full.