• Promoted to people manager for my Chapter. • Encouraged an outcome-focused approach to program management and coaching engagements.• Led storytelling workshops to help coaches articulate their value to clients and customers.

• Advised product areas to place focus on metrics that reflect meaningful performance improvement. In one of many examples, planning predictability and epic cycle time improved >25% across 9 Squads within one quarter.• Coached Enterprise CIO Council on how to operate more effectively as a unified team across business units.• Facilitated forming activities, including shared vision, mission, and objective-based planning routines, which helped improve focus and strategic alignment… Show more • Advised product areas to place focus on metrics that reflect meaningful performance improvement. In one of many examples, planning predictability and epic cycle time improved >25% across 9 Squads within one quarter.• Coached Enterprise CIO Council on how to operate more effectively as a unified team across business units.• Facilitated forming activities, including shared vision, mission, and objective-based planning routines, which helped improve focus and strategic alignment across multi-squad entities.• Maintained ~12 formal coaching and mentoring relationships. At least four of these people have voluntarily moved on to new positions within Fidelity.• Contributed to internal thought leadership via the Coaching Dojo, the Fidelity Agile Bash and numerous LevelUp sessions related to agility and improved team performance. Show less

• Developed and implemented strategies in support of Agile transformation efforts.• Led prioritization for a global education scrum that developed, implemented, and evaluated learning assets• Established a scalable transformation assessment process that monitors the employee level of commitment to the agile transformation. Results provide focus on root causes and recommendations that are holistic, not just focused on training. In one year, the process demonstrates the growth in… Show more • Developed and implemented strategies in support of Agile transformation efforts.• Led prioritization for a global education scrum that developed, implemented, and evaluated learning assets• Established a scalable transformation assessment process that monitors the employee level of commitment to the agile transformation. Results provide focus on root causes and recommendations that are holistic, not just focused on training. In one year, the process demonstrates the growth in percentage of highly-committed employees.• Initiated performance consulting community of practice within Human Resources, with approximately 50 active participants, several of whom are now pursuing related professional credentials. Show less

• Provide performance consultation and program development for Asset Management clients, including Equity, Fixed Income, Board Support, Investment Operations, and IT.• Developed a scalable solution to create awareness among investment management technologists of the long-term IT strategy. Recall of main concepts of the strategy went from 39% correct (pre-pilot/baseline knowledge check) to 91% (post-training). Self-reported level of commitment moved from 5% pre-pilot (top 2 box score) to 63%… Show more • Provide performance consultation and program development for Asset Management clients, including Equity, Fixed Income, Board Support, Investment Operations, and IT.• Developed a scalable solution to create awareness among investment management technologists of the long-term IT strategy. Recall of main concepts of the strategy went from 39% correct (pre-pilot/baseline knowledge check) to 91% (post-training). Self-reported level of commitment moved from 5% pre-pilot (top 2 box score) to 63% for individual contributors.• Conducted training assessment for the Investor New Hire program. Implementation of recommendations yielded a year-over-year improvement in participants’ perception of how well the program prepared them to begin their jobs. • Implemented standardized new hire experience for mutual fund trustees, based on industry best practices. Program was delivered by way of a reconceived learning website. Trustees expressed appreciation for the improved usability of the site, and usage increased by 60%.• Analyzed and presented Competency Self-Assessment data for IT, in such a manner that influenced all enterprise IT orgs in how they interpreted their data. Designed a facilitative process to identify high-impact performance improvement opportunities, which provided the foundation for annual HR and training plans.• Provided implementation support for the PPMC time tracking tool in Asset Management. Designed and conducted a survey method that enabled us to quantify time saved through this operational change. Results demonstrated that IT and Investment Operations saved or repurposed ~$100k in labor expense.• Developed and sustained Onboarding and role based curricula for IT, which were well-received by management and supported with 100% participation. Show less