Clients include: IRS, Freddie Mac, DHS/myUSCIS, Silverline CommunicationsA highly self-motivated, dynamic, and knowledgeable agile coach and trainer with a successful track record coaching knowledge workers and teams in employing agile best practices to maximize business performance and team potential while continuously delivering value to the customer.

5/24 Agile +Beyond Detroit: "Think Critically! How to Interpret Cumulative Flow Diagram Patterns"11/23 Virtually Agile Meetup: "Think Critically! How to Interpret Cumulative Flow Diagram Patterns"10/23 AgileDC: "Think Critically! How to Interpret Cumulative Flow Diagram Patterns"7/2023 Agile and Scaled Value Project Management: "Getting to Ready: Unhiding Work with a Backlog Refinement Board”5/2023 - Global Scrum Gathering Portland + Beyond: "Understanding Cumulative Flow Diagrams"4/2023 - Inflectracon: “Getting to Ready: Unhiding Work with a Backlog Refinement Board”3/2023 - InnoVAte 2023: “Getting to Ready: Unhiding Work with a Backlog Refinement Board”3/2023 - Agile Meridian Webinar: "Understanding Kanban: Four Topics to Shed Light on the Kanban Method"3/2023 - DC Agile + Lean Meetup: “Getting to Ready: Unhiding Work with a Backlog Refinement Board”10/2022 - Iowa Business Analyst Development Day (IBADD): “Getting to Ready: Unhiding Work with a Backlog Refinement Board”6/2022 – Global Scrum Gathering Denver + Beyond: “Getting to Ready: Unhiding Work with a Backlog Refinement Board”5/2022 - Freddie Mac's All Things Agile Community Group: "Understanding Kanban: Four Topics to Shed Light on the Kanban Method”5/2022 - DC Scrum Users Group "Interpreting Cumulative Flow Diagram (CFD) Patterns – What You Need to Know!”3/2022 - InnoVAte 2022: “Interpreting Cumulative Flow Diagram (CFD) Patterns – What You Need to Know!”

Accredited Kanban Trainer providing training for the Kanban Management Professional (KMP) credential (comprising the Kanban System Design and Kanban System Improvement courses), and the Team Kanban Practitioner (TKP) certification.

11/2021 - Agile Meridian's Agile Shorts: Improving Scrum Teams with Visual Backlog Refinement9/2021 - Agile NOVA: Observing and Interpreting Cumulative Flow Diagram (CFD) Patterns6/2021 - Freddie Mac's All Things Agile Community Group: Improving Team Effectiveness with Cumulative Flow Diagrams (CFDs)9/2019 – AgileDC: “What’s Really Going On: An Observational Skills Workshop”8/2019 – Agile2019: “What’s Really Going On: An Observational Skills Workshop”5/2019 – Mile High Agile: “Kanban in Action: Observing and Creating Flow”5/2019 – Lean Kanban 2019: “System Design in Context”2/2019 – Games for Agility, Learning, and Engagement: “The Ball Point Game”2/2019 – DC Scrum Users Group: “What’s Really Going On: An Observational Skills Workshop”10/2018 – AgileDC: “Kanban in Action: Thoughtfully Creating Flow”10/2018 – Scrum Gathering London: “What’s Really Going On: An Observational Skills Workshop”9/2018 – Agile Coaching DC: “What’s Really Going On: An Observational Skills Workshop”8/2018 – Agile2018: “Kanban in Action: Observing and Creating Flow”4/2018 – Lean Kanban 2018: “Kanban in Action: Observing and Creating Flow”12/2017 – DC Scrum Users Group: “Kanban in Action: Observing and Creating Flow”10/2017 – AgileDC: “Kanban in Action: Thoughtfully Observing Flow”8/2017 – Games for Agility, Learning, and Engagement: “Multitasking Is Evil”7/2017 – Change Management Meetup (panel member): “Managing Change During an Agile Adoption”6/2017 – Agile Coaching DC: “Kanban in Action: Thoughtfully Observing Flow”11/2016 – Department Homeland Security CoP: “Story Sizing: What’s the Point?”

Clients Include: FINRA, DHS/USCIS, Nationwide Insurance, Department of Veteran Affairs, CaterpillarEnsure teams understand the significance between BEING agile and DOING agile by providing coaching expertise incorporating agile values and principles, and highlighting the benefits of employing a growth mindset while working within an empirical process.Work one-on-one with Product Owners tasked with creating backlog items and user stories. Focused on the benefits of value-driven prioritization, well-articulated acceptance criteria, and the importance of INVEST criteria in stories. Introduced various techniques to split stories while ensuring they retain demonstrable business value. Introduced practices to facilitate sprint and release planning such as identifying the minimal viable product, story mapping, MoSCow prioritization, and affinity estimation.Deliver and design interactive training sessions ranging from a few hours to multiple days. Trainings encompassed a broad range of topics including agile mindset, agile team facilitation, agile planning and estimating, product owner overview, and user story creation.Mentor and work one-on-one with project managers charged with transitioning to agile team leads and Scrum Masters. Focused on the significance of agile values and principles, servant leadership, and self-organization while encouraging a positive and healthy agile leadership mindset.Facilitate a variety of meetings with agile teams, management, and leadership. Designed and prepared these sessions to ensure participants think strategically and engage in meaningful and collaborative conversation resulting in outcomes and actions that lead to positive change.

Responsible for the facilitation of daily scrum, sprint planning, sprint review, and sprint retrospective meetings. Protected team by removing obstacles which would impede team progress and performance. Used Atlassian Jira to facilitate the collaboration with a distributed team for the purpose of grooming the backlog, planning sprints, and creating and tracking user stories through the entire release process. Maintained and reported on various metrics to trend velocity, determine value earned, and forecast completion dates.

Successfully led numerous software and web development projects comprising multidisciplinary teams of requirements analysts, ColdFusion, Java, and Flash developers, database developers, information architects, and software testers through all phases of the software development life cycle.Managed budget, resource planning, and staff allocation to ensure financial stability and projections meet fiscal objectives, including anticipated profitability ranges and return on sales. Planned out yearly revenue and expenses to ensure the completion of all project requirements were on time and within budget.Created, monitored, and updated project schedules and development plans using Microsoft Project to ensure client expectations of deliverables and milestones are tracked properly and are met. Managed project risks by identifying and anticipating potential threats early and developing mitigating strategies and contingency plans. Managed client/project team communication and coordination by interacting daily with multiple stakeholders, including all levels of client management, internal project team members, and internal management.

Led and facilitated business process meetings with client stakeholders. Using Microsoft Visio, modeled “as is” process diagrams based on client interviews and consultations as well as process requirements documentation. Analyzed processes looking for opportunities to eliminate waste leading to the creation of “to be” diagrams depicting an improved business process flow.Led and facilitated requirements meetings with the client. Helped stakeholders define business needs and assumptions, performance goals, quality attributes, and system design and development considerations. Collected, managed, and performed analysis and verification of requirements using tools such as Jama’s Contour and Rational RequisitePro. Ensured requirements were complete, consistent, traceable, feasible, unambiguous, verifiable, and to a level of detail sufficient for system development.Created software requirements specifications (SRS) explicitly detailing system functionality, business logic, design constraints, and use cases in order to provide software developers a complete description for system development. Created wireframes using Microsoft Visio to visually represent layouts and designs of webpages, web forms, and software application screens.

Assessed client needs and requirements of the organization, primarily small businesses and associations, by interviewing client staff, researching competitive Web sites, reviewing client site statistics, and determining Web industry trends. Documented current workflow and business processes and wrote strategic briefs that included specific recommendations of Web site features, requirements, and a navigational architecture for a new or redesigned site. Assisted lead developers in the creation of technical specifications and functional requirements documents to ensure client expectations were met.

Collected and documented user requirements for an e-mail management system (EMS) by facilitating information gathering sessions, conducting interviews of system users, and analyzing the workflow process of each business area. Analyzed business rule logic prior to EMS production to ensure accurate data flow, including development of data flow diagrams of proposed EMS designs.

Responsible for the information management of electronic Nielsen ratings data for 7 person research department. Led a major departmental custom software project that tracked PBS programming across the U.S. by assessing user needs and requirements, preparing documentation for technical procedures, and conveying this information to software developers.

Analyzed and reviewed pre-publication indexes for abnormal price and index movements, including performing statistical analyses on published indexes to ensure the accuracy of each index. Wrote industry reports detailing economic issues such as price determination, level of competition, and growth of industry; resulting in development of a new index for the advertising agency industry.