Managing Member

• Aug 2014 - Present

Principal

• Mar 2009 - Present

Principal - Vice President of Administration

• Jan 2000 - Sep 2014

• Led 100 % of the administrative, strategic, and support functions backing field operations, including Strategic Planning, Client Relations, Customer Service, Marketing, Human Resources, Accounting, Finance, Statutory Compliance, Safety, Insurance Compliance, Training and Development, Facilities and Equipment Management, Performance Evaluations, Hiring, Retention, Termination, Employee Engagement, Payroll, etc. • Helped grow the company from start-up status to the largest window covering installation firm in the region, within five years (e.g. revenue above $750,000 annually.) • Acquired contracts with New Home Builders, Home Depot, Lowe's, the great indoors, Home Expo, 3-Day Blinds, and Budget Blinds as well as many medium-sized retailers (e.g. topping the industry with a 98.5% customer satisfaction rating.) • Of note: Led the development and deployment of a software application designed to handle the intense detail associated with providing service to over 8,000 window covering appointments per year. This project represented the single largest financial outlay the firm incurred.  Successfully executed all aspects of the project from hiring the programmer - to designing the functionality - and on through to final implementation both on-budget and on-time.  Ultimately, this application provided a significant competitive advantage, cost savings, best in industry customer service all while providing up to the minute performance measures for service providers (e.g. saving the cost of 3 FTE’s.)

Principal Partner

• Jan 1993 - Jan 2000

• Developed more than 100 organizational development interventions along with training programs for use with a wide variety of diverse clients and situations. • Managed and produced results for more than 30 consulting engagements. • Led 3 multi-year teams dedicated to large-scale organization-wide change initiatives (e.g. organizational restructuring.) • Facilitated the development and deployment of more than 100 tiered strategic plans. • Coached general managers and CEOs on senior management strategies and staffing (e.g. helping to ensure $90,000,000 contract renewal from a local government agency.) • Facilitated quality teams designed to drive change, quality, and productivity (e.g. over $100,000 in cost savings.) • Conducted management and leadership development seminars and conferences (e.g. 99% participant satisfaction ratings.) • Facilitated more than 50 team-building interventions and/or issue resolution meetings (e.g. resulting in actionable human resources interventions and employee reassignment.) • Conducted and evaluated organization-wide surveys and interviews to pinpoint issues (e.g. used to facilitate more than 100 senior meetings and gain buy-in for specific organizational interventions.) • Directed recruitment and retention of supervisors and staff (e.g. built more than 20 job-specific recruiting processes and advised on new hires.) • Trained management teams (e.g. increasing employee engagement by 25%.) • Successfully refined and implemented high impact projects (e.g. decreasing equipment downtime by 15%.)

Organizational Development Consultant

• Jan 1990 - Jan 1993

• Conducted various department and agency level audits, surveys, quality improvement groups, productivity enhancement projects, strategic planning meetings, and training exercises (e.g. launching an agency-wide quality action team process resulting in over $1,000,000 in cost savings.) • Led countywide change interventions working directly with elected officials, the county manager, the assistant county managers, and the executive team, helping them to understand and manage the anticipated impact on county operations of various projects (e.g. resulting in a 10% increase in citizen satisfaction.) • Formulating, writing, and implementing revised policy and procedure manuals (e.g. development of 1000’s of policies for dozens of agencies covering a 2 billion dollar budget and 12,000 employees.) • Designing service development plans and conducting operational assessments (e.g. time and motion studies to redesign processes and cut costs by 20% across the entire organization.)