Professional Objective

Consulting work in adult learning including needs assessment, design, development, delivery, and evaluation of training: preparing learning facilitators and instructors, enhancing organizational interpersonal communication, teaching premier executive writing and verbal presentation skills, advancing clear and concise business/technical writing, facilitating productive conflict management, fostering broad-spectrum leadership development, and facilitating team building.

Consulting

Designed and developed a Train-the Trainer course for new engineering/analysts/ instructors

oConnected precepts of Instructional design and project management

oCreated exercises to help new instructors build a “Tool-kit” to handle classroom challenges both online and F2F.

Designed and developed Briefing for new Engineer/analysts

Coordinated with writing and analysis instructional Designers.

Ensured that the three-week course fostered learning for all new analysts.

Executive Core Qualifications Workshop

oRedesigned and Taught writing workshop for aspiring SES candidates.

Used WebEx to ensure learning during Covid-19 lockdown.

Followed OPM ECQ guidelines.

Integrated NGA and IC additional guidelines.

Rewrote “poor” examples and “better” examples.

Created model to track the Challenge to the Results.

Stressed criticality of specific, measureable Results.

Gave feedback and tutoring to each student.

Used CCAR model to help students craft their packages.

Created models to help identify the Challenge.

Encouraged crisp “context” sections in package.

Stressed criticality of Actions and Results.

Assessed New Change Management Workshop

oGave feedback on design, delivery, assessment, and evaluation plans for new workshop.

oMet with instructors individually to help plan alternative delivery options.

Instructor Training Manual

oWrote a comprehensive training manual for new SME instructors.

Included instructions to maintain a continual Level 3 evaluation of learning

Focused on tangible techniques to help SMEs become effective instructors.

Described various techniques to manage a class both Face-to-Face and virtually.

Content for Leadership Learning Portal

oWrote synopses of long articles for as part of a 508 compliance initiative.

oSelected appropriate leadership articles for the learning portal (used in leadership and management courses).

Designed and developed (along with a team of ISDs) a one-day learning symposium to develop instructional skills for new and experienced instructors.

oCreated gaming options to engage students.

oCrafted helpful feedback for instructors in symposium.

Designed and developed online “teaching tips” for current instructors.

oDesigned “Level III roadmaps and instructions.”

oDesigned “Facilitating online learning.”

Wrote extensive “how-to” manual for new instructors

oAddressed all aspects of instructional design, delivery, assessment and evaluation.

oIncluded comprehensive instructions for Level 3 course evaluation.

Curriculum Needs Assessment for a Directorate

oConducted a broad spectrum learning needs assessment to help employees throughout a directorate align with organizational imperatives.

Crafted questions and conducted interviews with office directors and high-level leaders throughout the organization.

Conducted focus groups with mid-level managers to capture their perspective on a ideal organization.

Crafted surveys for all employees in the organization.

oCompiled and tagged data from interviews, focus groups, and surveys to inform need for organizational change in seven key areas including Rewards and Recognition, Leadership, Communication, and Program Management.

oCrafted Curriculum Concept of interactive—cohort-based mid-level learning program to include work on projects to be presented to the highest level of management.

Training Plan for an Overseas Client

oFramed a broad-spectrum training plan to Assess, Design, Develop, Instruct, continually Assess students’ progress, and Evaluate all learning involving current business.

Crafted proposal of using gamification to enhance learning retention.

Included options of just-in-time learning from video and job aids.

Added formative and summative learning assessments to enhance the ADDIE model used in the plan.

Partnered with Process Improvement project leads to ensure learning remedies aligned with process improvement concerns.

Defining the Learning Possibilities of a Center

Interviewed leaders and workers to assess learning needs.

Assessed current state and identified remedies to move to a more integrated and collaborative future state.

Drew from my experience as Chief of Training at the National Counterterrorism Center for options for a Center learning plan.

Course Design and Instruction

oDesigned and taught communication segments for an orientation program for new analysts.

Taught “Techniques of Briefing” including managing challenging audiences.

Led the Team Building program and rigorous task force exercises.

Experience—Central Intelligence Agency (25 year career—retired August 2013)

Director Learning Tradecraft (reported to Chief Learning Officer, CIA)

oMember of CIA Learning Advisory Council.

Led mid-career promotion selection panel.

Developed selection criteria for elevation to higher grades.

Created a system to track interviews to ensure consistency and fairness.

Crafted interview rubric for potential candidates.

Identified criteria for promotion.

Created tracking systems to follow career advancement.

Created crosswalk to identify characteristics of those promoted.

Coached panel members on need for consistency.

oLed team to identify criteria and select candidates for instructor certification

oCreated plan to decentralize instructor certification.

Facilitated local groups to create certification criteria.

Coached managers to identify performance gaps in instructors.

Partnered with managers to remedy performance gaps.

oDeveloped learning practitioners’ skills (ADDIE, Merrill, Gagne, Kirkpatrick).

oLed inter-departmental team to create the rubric of learning tradecraft.

oWove diversity and inclusion content into numerous courses.

oPioneered online synchronous and asynchronous learning to tap 70/20/10 model.

Chief of Training National Counterterrorism Center (NCTC) (reported to Director NCTC)

oLed learning for the multi-agency cadre including Alternative Dispute Resolution.

oConsulted with all aspects of counterterrorism analytic training.

oInitiated leadership and management learning program for multi-agency workforce.

oMember of Senior Cadre—Participated in selection for promotion and positions.

oResponded to Congressional Questions regarding training and selection process.

oLed selection panel for candidates to attend specialized foreign training.

Developed criteria for selection.

Created a holistic scoring system for applications.

oCoached selected candidates to ensure success.

oCrafted crosswalk to follow selected candidates’ success and adjust preparation.

Designed training for potential candidates.

Assessed performance against criteria in rubric.

Chief Communication Training (reported to Director Support Training)

oCustomized Briefing and Writing Program (Basic to Executive Communication).

oLed development of interactive Web-based learning.

oPioneered total immersion in written English for the Deaf and Hard of Hearing.

oCreated rubric to connect writing proficiency with promotion in the Agency.

Instructional Designer and Developer

oDesigned, developed, and delivered communication learning programs for managers.

oCentral Intelligence Agency (CIA)—Organization Development, Change Management, curriculum design and development. Courses in finance, contracts, security, and human resources in collaboration with Subject Matter Experts in those fields.

oInternational Monetary Fund—Executive Presentation Skills. . . Gates Foundation—MBTI. Writing Coaching (private clients)

oAdjunct faculty various colleges—public speaking, business writing, interpersonal communication skills.

Organization Development Consultant—Gates Foundation

oTaught MBTI and conflict management.

Helped employees explore productive feedback models and methods

Education

M.A. Adult Development, Fairleigh Dickenson University

B.A. English and Speech Education, Queens College

Certifications

Organization Development —Georgetown University

Master Instructor ( Level III )—CIA University

Mediator —Commonwealth of Virginia

Myers Briggs Type Indicator (MBTI)—Kroeger and Associates

Publications

Listenable Briefings 2009 (Pearson Custom).

Numerous articles for US Government internal publications.

Keynote Presentations

Masie Learning 2012, 2011.—Learning Tradecraft; Measuring Training Effectiveness.

American Society for Training and Development 2011—Weaving Diversity/Inclusion in training.

National Communication Association—English for the Deaf and Hard of Hearing.

AISES, MAES, SWE, HACU,NAFE, BEEP.

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