Director of Training and Technical Assistance

• Sep 2018 - Present

California Community Action Partnership Association (CalCAPA) supports the 60 Community Action Agencies in California with training and technical assistance in government services non-profit compliance with Community Services Block Grant requirements, communications, and advocacy. As Director of Training and Technical Assistance: • Lead the development and administration of a Moodle-based learning management system to support staff and board member onboarding and continuing education. • Coordinate and contribute to state, regional, and national committees that drive the growth and direction of learning programs. • Conduct regular needs assessments of the network and individual agencies to diagnose challenges and coordinate tailored training or technical assistance responses. • Build custom training materials to suit specific training needs in onsite, virtual, and e-Learning platforms. • Develop relationships with member agencies and learning & development resources to support their stated needs. • Track all training and technical assistance activity across the association and correlate client outcomes with captured data using Kirkpatrick evaluation levels.

Management Team Retreat Facilitator

• Oct 2018 - Present

Authorized Partner, The Five Behaviors of a Cohsesive Team™

• Jan 2016 - Dec 2018

- Assessing team readiness for a two-day Five Behaviors retreat- Coordinating and facilitating Five Behaviors retreats- Conducting accountability coaching calls after a retreat- Conducting half to full-day follow-up sessions with teams

Succession Decoder & Co-Founder

• Apr 2012 - Dec 2018

[Learning & Development Strategist]• Prioritize learning objectives for Workforce Equanimity and those of clients to maximize learning potential and prove reasonable returns on L&D investment• Define and promote the concept of an Intentional Learning Organization as a way to validate learning and organizational development expenditures by illustrating results through behavioral alignment with goals and objectives [Instructional Designer & Facilitator]• Developed a culturally embedded learning and development system that connects business goals to workforce development programs• Facilitate instructor-led workshops & courses in person and online via conference call and asynchronous platform• Mentor aspiring trainers and co-design learning plans that prepare them for advancement in current and/or future roles • Train and coach management employees to engage with their staff resulting in a more motivational environment and higher morale• Design sustainable skills development workshops by integrating state-of-the-art facilitation tools and follow up coaching (Everything DiSC® behavioral assessments and reports; Five Behaviors of a Cohesive Team™ Certification; GoLeanSixSigma training and certification processes; Socrativ assessment tools; & experiential learning tools by RSVP Design) [Learning & Development Program/Project Manager]• Build and maintain budgets for all aspects of business ownership and advise team members on necessary changes to stay profitable• Develop relationships with partner businesses to support the company mission resulting in a robust network of accessible professional talent• Promote workshops through multiple in-person and online marketing channels resulting in private and government clients

Authorized Partner, Everything DiSC®

• Jan 2013 - Sep 2018

Designing workshops leveraging Everything DiSC reportsFacilitating workshops at an expert level in the following areas:- Emotional Intelligence (Everything DiSC® Workplace)- Conflict (Everything DiSC® Productive Conflict)- Leadership (Everything DiSC® Work of Leaders)- Manager Competencies (Everything DiSC® Management)- Customer Relationships (Everything DiSC® Sales)- Conducting accountability coaching sessions after workshops

Learning And Development Specialist Contract

• Aug 2016 - Feb 2018

- Contract held by Workforce Equanimity, LLC - Fully mapped all new owner learning assets to business goal expectations using The Brain database mapping software - Defined assessment criteria for grocery manager store readiness - Provided learning and development consultation during stakeholder meetings to define multi-stage program rollout - Assessed and provided critical feedback on execution team performance - Prepared status updates for delivery to executive team - Contract held by Workforce Equanimity, LLC - Fully mapped all new owner learning assets to business goal expectations using The Brain database mapping software - Defined assessment criteria for grocery manager store readiness - Provided learning and development consultation during stakeholder meetings to define multi-stage program rollout - Assessed and provided critical feedback on execution team performance - Prepared status updates for delivery to executive team

Project Manager Contract

• Aug 2014 - Jun 2016

- Contract held through Workforce Equanimity, LLC and Randstad - Create a week-long training program for cross-functional corporate team managers, Grocery Store Managers and Assistant Store Managers to develop competencies in management and leadership skills. The program also certifies the cohorts in Lean Six Sigma Yellow Belts and guides learners through a practical innovation project. - Maintain regular communication with project team in onsite and remote work environments - Provide training program updates to company executive team - Coordinated and conducted a series of interviews to provide content from across company departments - Research interactive learning solutions for Lean Six Sigma to meet budgetary and time constraints for learners - Establish timelines for content production to meet budgetary and time restraints - Provide critical feedback on all program elements to ensure learning success

Learning And Development Specialist Contract

• Aug 2013 - Jun 2014

- Contract held through Workforce Equanimity, LLC and Aptara - Revised new hire training materials for use in the opening of the Covered California call center in Rancho Cordova, CA (part of the Healthcare Exchanges launch as part of the Affordable Care Act) - Took lead roll on a team of 8 contracted trainers to standardize material update process - Facilitated new hire sessions of 20-30 learners in mixed learning environment - Topics included: CRM systems management, HIPAA Compliance, Customer Service, Application processing and tracking, Troubleshooting, email communication with applicants, phone communication with applicants, and job readiness - Provided floor support for opening week of the call center

Contract Trainer

• Jun 2013 - Aug 2013

- Facilitate new product information to store owners with on-site demonstration and assessment - Perform training at Seven Eleven locations around Northern California - Facilitate new product information to store owners with on-site demonstration and assessment - Perform training at Seven Eleven locations around Northern California

Training Supervisor

• Mar 2011 - Feb 2012

- Supervised a team of 11 field trainers stationed in cities around central California and Hawaii and supported a retail consumer channel of 1400 employees (including customer facing reps, management and support staff). - Partnered with multiple channel leaders and training staff to create and refine curricula for line level employees and managers across a complex network of locations.- Coached and developed line-level employees, supervisory through mid-level management, and trainers using a Non Violent Communication approach and a proprietary documentation system.- Regular contributor to monthly performance reviews for Sales Director’s direct reports- Created a one-on-one-on-one (1:1:1) coaching process to train supervisors’ coaching skills in live production environments.- Analyzed business and behavioral performance of management personnel and successfully made recommendations for training programs.- Coached call center supervisors on sales coaching, employee development, and training completion strategies.- Coached sales staff on sales techniques, business etiquette, succession, and performance management.- Led ad hoc development teams including Training Facilitators, Instructional Designers, and key stakeholders.- Coached district-level sales managers on leadership, management, and delegation skills. Made recommendations for performance improvement and training programs for direct report managers.- Implemented change management training programs for 1400 retail employees in California, Nevada, and Hawaii (with some programs reaching thousands more across the U.S.).- Conducted 90% virtual meetings with staff for regular updates and employee development. - Created training programs to address skills gaps between marketing and the employee base (including positioning product offers and leveraging live marketing events).- Reviewed and edited training materials from both proprietary and vendor sources.

Sr. Sales Trainer

• Oct 2007 - Mar 2011

Acknowledged as an expert at classroom facilitation and awarded West Area Trainer of the year for a Fortune 50 company rated #4 in T&D Magazine .Facilitated change management, new product, and computer systems training programs for 300 employees in a call center environment. Partnered with management to schedule and implement Leadership/Management Development program for high turn-over sales manager staff with %90+ completion rate.End user tested and edited dozens of proprietary e-learning courses using Adobe Captivate and PeopleSoft-based LMSReviewed and edited training materials from both internal and external sources.Over 4,000 hours of classroom facilitation to new hire employees, supervisors, mid-level managers, and trainersRegarded as an expert in Train the Trainer for programs that I developed and those, of which, I rapidly gained expertiseProject lead for multi-lingual sales training program in an outsource call-center (Mandarin, Cantonese, Vietnamese, & Korean). Modified existing program to address multi-cultural concerns and subtle language differences.Conducted frequent needs analyses using a combination of data mining tools and employee feedback (interviews and email campaign). Created training programs to address skills gaps between marketing and the employee base (including positioning product offers and leveraging live marketing events) based on needs analysis.Created Video projects for sales training programs and quarterly kickoffs to amplify business targets with humor.Created cross-channel corporate communications for call center environment.

Sales Trainer

• Aug 2004 - Oct 2007

Facilitated new hire, change management, new product, and computer systems training programs for 1400 retail sales employees in California, Nevada, and Hawaii.Coached face-to-face store representatives on sales performance techniques, professional etiquette, and career advancement strategies.Created cross-channel corporate communications for retail store environment. Project management for launch of latino segment sales education program. Created training materials on an ad hoc basis to fill gaps in metric targets.Reviewed and edited training materials from both internal and external sources.