Bob Winter Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

• 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.

Boston, Massachusetts

• 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
• 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

Greater Boston Area

• 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.
• 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.
• 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

Greater Boston Area

• 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.
• 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.
• 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.
• 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.
• 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.

Ba, English

Activities and Societies: Intercollegiate sailing; Alpha Sigma Phi

Ma, Education

Activities and Societies: Graduate Research Assistant, College of Education and Human Services