Project manager and instructional designer with 17 year of experience crafting innovative performance solutions that increase the capabilities of associates at all levels within the organization. History of directly impacting the organizations bottom line by driving down costs and clarifying employees' roles and goals. Effective in leading and directing various projects from inception to launch. Excellent communicator possessing organizational and analytical capabilities.
Fidelity InvestmentsWestlake, TXInstructional Design Consultant02/2011 to Current
Supported/performed in-depth scoping and needs analysis for complex instructional design projects with aggressive timelines and multiple deliverables.
Lead monthly Designer Round series for designers to collaborate on projects and best practices.
Designed multimedia solutions that exemplified best practices in instructional design and learningSets.
Worked effectively with Learning and Development performance consultants, subject matter experts, project managers, and the business to create, adapt, and implement learning solutions.
Designed measurable evaluation criteria to prove effectiveness of training solutions; presented data to business in partnership with performance consultant
Managed a team of Instructional Designers on the Experience New Hire program for Investment Solution Representatives (ISR) and Client Management Representatives (CMR).
Managed or worked collaboratively with the project manager to prepare project plans for large scale initiatives and complex projects.
Troubleshot project blockage points and resolves issues
Key Projects and Accomplishments:.
Established new design approach for the ISR ENH program.
Lead designer for the redesign of the ISR new hire program project.
Mentor and coach to new instructional designers.
Lead four Fidelity Portfolio Advisory Services (PAS) projects concurrently.
Fidelity InvestmentsWestlake, TXSenior Instructional Designer/ Project Manager02/2007 to 02/2011
Designed and developed eLearning solutions that exemplified best practices in instructional design and reference-based learning for Fidelity Portfolio Advisory Services (PAS) business unit.
Designed multimedia solutions that exemplify best practices in instructional design and reference-based learning.
Acted as an internal point of contact for key areas of expertise, including analysis, instructional design,.
troubleshooting, scoping of work, coaching and training.
Prepared clear, relevant design documents that met or exceed business needs
Worked effectively with Learning and Development performance consultants, subject matter experts, and project managers to design and develop the Client Engagement training for Personal Investments phones and branches.
Developed a network of contacts that help yield targeted results.
Managed curriculum content and collaborated with performance consultant to assess curriculum needs.
Assured communication within the Learning and Development project team and effectively communicates with project leaders within the business
Received Honk of Fame Award.
Represented Learning and Development at the national ASTD conference.
Led the first design of learning activities for the PI Learning Passport to be used across all PI audiences in the passport.
Countrywide Home LoansPlano, TXInstructional Designer/ Project Manager02/2005 to 02/2007
Responsible for project management activities and designing and developing training courseware for e-learning training environments.
Evaluated new and existing learning solutions to ensure they successfully meet corporate training and organizational development goals.
Redesigned the Self-Employed Borrower's course user interface to train 1000 originators in the Regional Operation Centers.
Designed and developed instructor-led training for the Consumer Markets Division to increase retention of Countrywide Home Loan's current portfolio from 14% to the target of 30%.
Designed and developed corporate mandated Fair Lending web-based course for all divisions of Countrywide.
Conducted needs analysis and job analysis to identify training for Regional Operation Centers.
Hertz CorporationOklahoma City, OKTraining Development Specialist02/2000 to 02/2005
Managed project activities, as well as, designing and developing web-based and instructor-led training materials for new and existing employees.
Conducted needs analysis to determine proper training methods and identified appropriate training materials.
Managed a team of 3 developers who developed the first new hire web-based course for new Counter Sales Representatives (CSR).
Reduced training time 50% for the Instant Return Representatives at the Airport location across the United States.
Designed and developed Web-Based training for Manager Trainees for utilization in over 1200 Hertz Local Edition's branches across the United States.
Oklahoma City, OKInstructional Designer/Courseware Developer02/1997 to 02/2000
Managed a team of 5 courseware developers who completely redesigned new employee training program for US West.
Conducted needs analysis to determine proper training methods and identify appropriate training materials and curriculum.
Designed and developed instructional training materials in various formats including instructor-led, computer-based, and web-based.
Reduced training time 50% for 1,000 new customer service specialists at First Union Bank by redesigning training from instructor-based to computer-based instruction.