Experience

Balanced Approach Inc.

• Learning and Development Consultant

  • Jan 2013 - Present

  •Apply a strategic consulting process to the client’s needs from detailed analysis of a clearly defined problem to result-focused solution implementation and closure •Design and conduct client needs assessments and report on identified gaps •Define timelines, project scope, cost, resourcing requirements and develop design documents •Manage stakeholder relationships; Ensure timely escalation of project issues to appropriate stakeholders •Scope project objectives, analyze client expectations, define learning objectives, describe tasks and activities, estimated necessary resources, develop detailed learning plans, design and develop learning programs •Design and deployment of learning solutions architecture and training rollout •Develop learning solutions and content using various tools including PowerPoint, Word, Excel, and Photoshop •Analyze and leverage training materials and internal learning resources to produce high quality learning assets •Provide advice/input to support clients in meeting their business objectives – recommend implementation of the highest value deliverables at the lowest cost •Build effective relationships with business partners, ensuring their confidence that their business needs/objectives are being met/exceeded, and provide ongoing support to team members •Collaborate with managers to understand developmental goals and create tailored training plans for departments •Provide coaching, consulting, and educational support to staff and leadership •Offer consultative and facilitative support to organizational committees, task forces, and project teams where significant staff education is required •Act as a point of contact for clients, subject matter experts, and instructional design and development teams •Collaborate with subject matter experts to create and maintain program materials Show less



The Woodbridge Company Limited

• Toronto, Ontario, Canada

• Training Consultant

  • Mar 2020 - Jun 2021

  •Meet with stakeholders and conduct a training needs analysis to determine the scope of training •Collaborate with project management, technical resources and project leads to inform learning design solution •Meet with system power users to leverage their experience in the design of training content •Build credibility and trust; managed relationships with multiple staff members and executives/steering committee members •Propose learning solution to stakeholders and obtain buy-in and support for proposed solution •Design, develop and run the training plan and learning strategy for new users of OnBase – Woodbridge’s ECM system •Engage and leverage subject–matter-experts and power-users experience to create course content and deliver digital training solution •Create course outlines and module designs for each course including topics and training methodology •Design and develop content for course modules including PowerPoint slides and system demonstration •Record and edit video recordings of course modules using Camtasia •Create self-directed video-based digital training on ECM using Camtasia for staff and new users of OnBase Show less



Scotiabank

• Toronto, Ontario, Canada

• Training Consultant

  • Aug 2018 - Oct 2019

  • Conduct interviews with business leads, technology contractors and subject matter experts to inform business needs and technology solutions. • Conduct needs assessments and consultations with stakeholders to identify training requirements/need for learning. • Design and plan customized training programs based on roles and interaction with system interface through instructional design methodology to create successful learning experiences. • Develop and implement training materials and session content; prepare customized learning recommendations for different system users and job roles. • Manage and coordinate training schedule for on-site and remote learners in different time zones. • Deliver full learning cycle, curriculum design, development, execution and review. • Coordinate and perform administrative functions necessary to deliver and document training programs. • Design, develop, implement and deliver training strategy, information and demonstration sessions of new system interface to banking pilot users and impacted process changes. • Provide deskside coaching and support to pilot users as they process live data in production environment. • Manage pilot user experience and track feedback of usability, training, deskside support, and interface enhancements. • Analyze pilot training experience and outcomes; collect user feedback, analyze participation records, re-assess design and delivery strategy, determine training gaps and successful initiatives, discuss findings with stakeholders and project team. • Design training plan and strategy for full interface rollout to all impacted users after pilot completion. • Design and develop self-directed training material to be developed and implemented by learning technology team. • Act as subject matter expert on the system technology side to transfer knowledge to learning technology teams. • Assist learning technology teams develop self-directed learning artifacts for full system training implementation. Show less



York University

• Toronto, Canada Area

• Talent Development Consultant

  • Jan 2018 - Aug 2018

  • Work closely with project teams in designing and implementing a training strategy and plan. • Design. develop and implement innovative learning programs and solutions that actively engage managers in improving their knowledge and skills to effectively manage work-related issues using Articulate Rise. • Ensure solutions fit in with the culture, values and mission of the organization and meet project and learner needs. • Build credibility and trust; manage relationships and deliverables across multiple business areas. • Support the implementation of an Applicant Tracking System/Onboarding. Show less



Scotiabank

• Toronto, Canada Area

• Training Consultant

  • Aug 2015 - Jul 2017

  •Designed, developed and delivered training in response to the Bank’s transition to a an electronic data capturing and reporting Credit Risk Management system enabling RDARR compliance with OSFI regulations •Monitored, evaluated and recorded training activities and program effectiveness for each course reporting progress and outcomes to program management and unit managers •Facilitated customized training sessions for multiple Banking units on the credit risk management system •Assessed specific groups training needs through interviews with subject matter experts, employees and consultation with department leads and managers •Reviewed learners feedback from SurveyMonkey result and adjusted training content and delivery to suit learners needs •Provided subject matter expertise in the design and implementation of tools to support continuous learning and knowledge transfer on new concepts related to the newly implemented electronic data collection and reporting system •Developed, adapted and maintained course materials to facilitate training for varied audiences within the bank •Developed all courses training materials and content using MS PowerPoint, Word, and Excel •Collaborated on the development of instructional materials including: Participant’s Practice Workbook, Quick Reference Guides, Facilitator’s Notes, Presentation Slides, System Demonstrations, System Navigation Guide, and eLearning content •Presented information using a variety of instructional techniques and formats, such as simulations, team exercises, and group discussions Show less



The North West Company

• Toronto, Canada Area

• Training Consultant

  • Jan 2015 - May 2015

  •Developed, implemented, and assessed in-house training and development programs to address skill gaps •Created Learner’s, Coaching and Activity Guides to facilitate self learning with coaching guidance •Collaborated with Store Operations to assess, develop and deliver the curriculum for the Manager-In-Training and Department-Manager-In-Training programs that reflects the knowledge, skills and experience required by the role •Developed, implemented, and assessed in-house training and development programs to address skill gaps •Created Learner’s, Coaching and Activity Guides to facilitate self learning with coaching guidance •Collaborated with Store Operations to assess, develop and deliver the curriculum for the Manager-In-Training and Department-Manager-In-Training programs that reflects the knowledge, skills and experience required by the role



BMO Learning Institute

• Toronto, Canada Area

• Learning Consultant

  • Apr 2014 - Oct 2014

  •Led four internal projects varying in size and complexity to completion with high client satisfaction •Successfully managed the delivery of a vendor led training session for 35 Taxation employees within budget, including drafting the learning contract; coordinated SOW, and MSA with Contract Facilitation unit •Designed the framework for a mandatory training program for 80 Investigative and Security Services employees to outline the Investigative Process to be followed by staff from the reporting of suspicious activity to case closure •Collaborated with the manager on a 3-year learning strategy for Finance and Communication group that encompassed needs analysis, training trends, learning formats utilized, and training budgets and expenditures •Proposed 3 alternatives of a learning solution for the Virtual Classroom Certification program to refresh the training delivery mode and enhance the learner experience Show less



Trillium Health Partners

• Toronto, Canada Area

• Learning and Organizational Development Consultant

  • May 2013 - Dec 2013

  •Designed and developed curricula, instructional design, lesson plans, evaluations, and assessments for various sessions for all levels of hospital staff on the following: * Leadership Development program for Professional Practice staff to enhance Emotional Intelligence while leveraging their existing clinical skills and technical training * Career Planning program for staff downsized departments impacted by amalgamation and service planning •Facilitated interactive and hands on sessions on: * Leader Evaluation Manager performance management software to all hospital senior level leaders * Managing Change and Transition program sessions to all levels of hospital staff * New hire orientation and Mandatory Learning for all new staff as part of the on-boarding process * Career Planning and Resume Writing for outplaced long term service staff * Lessons learned and best practice setting from service planning initiatives •Consulted with department and unit leaders to: * Review Employee Opinion Surveys, interpret results, and recommend solutions to improve performance * Assess needs of their staff for organizational effectiveness initiatives and to improve performance * Assist with assessment, planning, and implementation of organizational change and quality initiatives Show less



Geographic Solutions

• California

• Training Specialist

  • Sep 2010 - Nov 2012

  • Conducted skills gap analysis and consulted with managers and supervisors to determine training needs. • Wrote material for new training programs; reviewed, evaluated, and modified existing and proposed programs, and recommended appropriate changes. • Delivered sessions, seminars, workshops, and classroom instructions to various trainees. • Selected appropriate instructional procedures or methods such as individual training, group instruction, self study, lectures, demonstrations, simulation exercises, role play, and computer-based training. • Organized and developed training manuals, reference library, testing and evaluation procedures, multimedia visual aids, and other educational materials. • Coordinated with SMEs and consultants to conduct training in specific topics. • Screened, tested, counseled, and recommended individuals for participation in training. • Maintained records to document training participants, activities, and results. • Prepared and distributed training aids such as instructional material, handouts, evaluation forms, and visual aids; set up audiovisual equipment and delivered presentations. • Traveled to various sites to consult with customers regarding training needs/issues and deliver training sessions. • Conducted training for clients and Geographic Solutions employees. • Conferred with managers, instructors, client representatives, and in-house experts and SMEs. • Acted as a liaison between sales and marketing team on customer needs and internal application improvement • Developed course agendas, training objectives, and training materials. • Maintained records, reports, files, evaluations, and other documentation pertaining to the training department. • Provided customer service and assist in answering client questions while on-site or via electronic means. • Coordinated and trafficked multiple and competing internal projects and training assignments. Show less



County of Santa Barbara

• California

• Career Employment Specialist

  • 2009 - 2010

  •Delivered sessions outlining eligibility requirements, processes and procedures for participating in program. •Assessed client's education, work experience, skills, abilities, qualifications, and job interest; assessed client readiness for job referral, classroom training, on-the-job training, and/or support services. •Interviewed, advised, and guided a diverse population of clients to ascertain employability; interpreted and explain regulations, rules, policies, and procedures to clients, and determined client eligibility for services. •Identified problems/barriers that hinder employability; assisted clients in resolving and mitigating barriers to employment by identifying the need for other services and benefits; counselled clients regarding work and employment issues. •Discussed appropriate training opportunities with clients; maintained an awareness of local job market and opportunities to assist in providing guidance to clients; conducted special workshops, presentations, group orientations, and performed other training and outreach activities. •Case managed individuals from initial intake assessment through training to exit and follow up stages. •Entered necessary information into automated system(s); organize cases; maintain and update records on client employment, training, and follow-up activities; take required action(s) established by regulations and/or department policy; prepare reports on client and program activities; and participate in training, pilot and other special projects, committees, and studies. Delivered sessions outlining eligibility requirements, processes and procedures for participating in program. •Analyzed information obtained from interviews, tests, and other sources to develop short- and long-term client goals; developed and implemented individual employment plans; ensured client conformance with program rules and regulations, department policies, and employment plans. •Monitored client's progress through program components. Show less



Seneca College

• Toronto, Canada Area

• Program Facilitator

  • Mar 2005 - Dec 2009

  •Conducted coop information sessions and pre-acceptance interviews, testing and orientation sessions for pre-admission selection. •Developed and maintained employer contacts and relationships through varied means including mail, email, telephone, on-site visits, and in networking events. •Assisted employers in recruiting, interviewing, and hiring qualified applicants as coop students on placements. •Worked closely with academic departments in supporting the integration between classroom learning and cooperative education. •Served as a liaison between students, faculty and employers regarding administrative and operating requirements for the cooperative education program. •Functioned as the primary contact for employers, and was responsible for recruiting employers, managing student co-op opportunities and conducting initial site visits. •Marketed Co-op opportunities to prospective students. Developed marketing strategies for targeted industries and student populations. •Met with students one-on one- to assist them in their co-op process. Counselled students on Co-op guidelines and assessed eligibility. Promoted the development of employment skills. Advised students on Co-op procedures throughout the semester. •Processed Co-op paperwork and maintained complete student records and documentation in compliance with state regulations. •Maintained ongoing relationship with employers and business contacts to better serve clients. •Conducted program orientation sessions and informational workshops for clients and other agencies’ staff. •Worked with clients to identify job openings, alternative work activities, and training initiatives if needed. •Work with Career Counselors, Case Managers and Job Developer to facilitate job placements. •Maintain a current listing of local job opportunities, and follow up with graduates on quarterly basis. •Interviewed clients to assess their needs, suitability and readiness for program participation by examining their barriers and goals. Show less



Various Engineering Companies

• Toronto, Canada Area

• Mechanical Engineer

  • Jun 1995 - Dec 1999

  Worked as a Mechanical Engineer in various industries including automotive assembly, medical device manufacturing, and electro-mechanical contracting companies. Worked as a Mechanical Engineer in various industries including automotive assembly, medical device manufacturing, and electro-mechanical contracting companies.