Organization Development and Learning Consultant

JACKIE M. MILBRANDT

(ABD) Doctoral Candidate in Organization Development & Change, Expected Graduation-December,2018

612-***-**** ***************@********.*** University of St. Thomas Minneapolis, MN

EDUCATION

UNIVERSITY OF ST. THOMAS (2014-2019) 3.93 GPA

Ed.D in Organization Development and Change (ABD)

*Supplemented with doctorate course at the University of Minnesota [ESPY 8262- Statistical Methods II: Regression and the General Linear Model]

UNIVERSITY OF ST. THOMAS (2008-2010)

M.A. in Teaching and Learning (K-12 MN State Licensure in Communication, Language Arts, & Theatre)

UNIVERSITY OF MINNESOTA (1995-1999)

B.A. in (English Literature & Theatre)

UNIVERSITY OF ST. THOMAS RESEARCH

PUBLICATIONS

PEER-REVIEWED ACADEMIC JOURNAL ARTICLES

Sorenson, R. & Milbrandt, J. (in submission). Faith-Based Family Business Theory: A Grounded Theory Based on Norms, Values, and Practices in Four Transgenerational Family Businesses, Journal of Business Ethics.

Sorenson, R. & Milbrandt, J. (2015). A Family Affair Teaching Families versus Individuals: Insights Gained from 24 Years of Family Business Education, Academy of Management Learning and Education.

PEER-REVIEWED SCHOLAR-PRACTITIONER JOURNAL ARTICLES

Milbrandt, J., Stonesifer, S., DePorres, D., Ackley, E., Jamieson, D. & Church, A. (2014) Are OD’s Espoused Values its Governing Values: A Call to Action. OD Practitioner.

Milbrandt, J. & Keister, A. (2014). Voices from the Field: A Reflection on Legacy, Practitioner, and Intervention Values. OD Practitioner.

BOOK CHAPTERS

Jamieson, D.W., Milbrandt, J.M. & Daly-N.Z (pending publication). Exploring the Dynamics of Organizational Culture and Change: Developing Skills and Strategies to Navigate Change in a Complex World. Preparing for High Impact Change: Experiential Learning and Practice.

Milbrandt, J., DePorres, D., Linski, C. & Ackley, E. (2018). Tell Me a Story: Exploring Values in the Field of Organization Development, in Jamieson, Church, and Vogelsang (eds.), pp 43-70. Enacting values-based change: Organization development in action in the field of change. New York, NYC: Palgrave.

Jamieson, D. & Milbrandt, J. (2017). Peter B. Vaill: A Life in the Art of Managing and Leading Change, in D.B. Szabla, Pasmore, W., Barnes, M. (eds.), The Palgrave Handbook of Organizational Change Thinkers. New York, NYC: Palgrave.

CONFERENCE AND PROFESSIONAL PRESENTATIONS

O’Neil, D., Jamieson, D., Voss, C., Milbrandt, J (2018). Organization Development Education Association: Improving lives by developing engaged scholar-practitioners (PDW Workshop). Academy of Management Annual Meeting, Chicago.

Milbrandt, J. & Berman. K. (August, 2018). Strategic Change in Non-Profits: Helping Organizations that Improve Lives, Improve the Organization, Academy of Management Annual Conference, Chicago.

Milbrandt, J. Sorenson, R.L., Chandler, J.A. (June, 2018). The collaborative family business: Toward relational theory of family firm longevity. Family Enterprise Research Conference, Guadalajara, Mexico.

DePorres, D., Milbrandt, J., Ackley, E. & Linski, C. (2017). Tell me a story: Exploring values in the field of change. Academy of Management Annual Meeting, Atlanta, GA.

Milbrandt, J. & Daly, N. (2016). Cultural Intelligence: A 21st century competitive advantage. Organization Development Network Annual Conference, Atlanta, GA.

Milbrandt, J. & Sorenson, R.L. (2016) Why Faith Matters: Transgenerational values in family business. Family Enterprise Research Annual Conference-Brazil, Nova Lima.

Milbrandt, J., Jamieson, D. & Nishikawa, K. (2015). Connecting the dots: Looking at the field of OD through the lens of global communities of practice. Organization Development Network/ International Organization Development Association, 2nd World Summit- Portland, OR.

Milbrandt, J. & Sorenson, R. (2015) Family social norms as capital or lability in family firms: Collaborative vs competitive cultures. Family Enterprise Research Annual Conference-Burlington, VA.

RESEARCH PROJECTS in PROGRESS

Co-investigator; Co-author

A GENERAL INQUIRY ON PROFESSIONAL WISDOM IN THE FIELD OF ORGANIZATIONAL DEVELOPMENT & CHANGE (current)

Qualitative Methods

COLLABORATIVE FAMILY BUSINESSES- TOWARD A RELATIONAL THEORY OF FIRM LONGEVITY (2016-current) with RITCH SORENSON (University of St. Thomas)

Qualitative & Quantitative Methods

FAITH IN FAMILY BUSINESSES (2016-current) with W.GIBB DYER (Brigham Young University) This project has three publications resulting from a National survey exploring the Faith-Based Family Business Theory.

Quantitative Methods

THE FAITH-BASED FAMILY BUSINESS- A GROUNDED THEORY BASED ON PRACTICES, BELIEFS and VALUES in TRANSGENERATIONAL FAMILY BUSINESS (in process for special issue of the Journal of Business Ethics, October 2018)

Qualitative Methods

UNPUBLISHED FAMILY BUSINESS TEACHING CASES

“A family on a mission: L.I.F.E. inside Manthei Inc.” (2016). Used in graduate/undergraduate courses

“SDQ: On the frontier of developing enterprising business families” (2015). Used in graduate/undergraduate courses

“Anderson Trucking Services: A family business built to last (2014). Used in Executive Trainings and courses

“N2O: Dishing-up a culture of service” (2014). Used in graduate/undergraduate courses

“Amway: A global business governed by family values” (2013). Used in graduate/undergraduate courses

“The Ward family approach to leveraging family capital” (2012). Used in Executive Trainings (Ownership Academy) and graduate/undergraduate courses

“A multi-generational business family: The McNeely legacy” (2011). Used in in Executive Trainings (Ownership Academy) and graduate/undergraduate courses

EDITING PROJECTS

Sorenson, R.L., Yu, A., Brigham, K., & Lumpkin, T. (2014). The Landscape of Family Business. Edward Elgar.

Sorenson, R.L. (2014). Values in Family Business. In L. Melin, M. Nordqvist, and P. Sharma (eds.) The Sage handbook of family business. Los Angeles, CA: Sage.

Spriggs, M. Yu, A., Deeds, D. & Sorenson, R.L. (2013). Too many cooks in the kitchen: Innovation capacity, collaborative network orientation, and performance in small family business. Family Business Review, 26(1), 32-50.

Yu, A., Lumpkin, G.T., Sorenson, R.L., Brigham, K.H (2012). The landscape of family business outcomes: A summary and numerical taxonomy of dependent variables. Family Business review, 25(1), 33-57.

Sorenson, R.L. (2011), Family Business and Social Capital. Edward Elgar.

PEER REIVIEWER EXPERIENCE

Peer reviewer for Family Business Enterprise Conference, 2015, 2016, 2017.

Peer reviewer for Journal of Management Inquiry (2017- present)

Peer reviewer and Editorial Board member for the OD Practitioner (2017- present)

CONSULTING PROJECTS

SHELTERING ARMS, NEW YORK CITY (2017-2018)

Social Service Agency-12,000 employees- $ 80 million in services annually

Strategic Planning/Organization Development & Change [External Consultant]

KEY OUTCOMES

Increased capacity for learning & development and data-driven decision-making across the organization

Developed systems, norms, and processes, for board and top management needed to effectively collaborate on the strategic plan

Increased organizational capacity for strategic change

Delivered final drafts of strategic and implementation plans obtaining unanimous-board approval for both

KEY ACTIVITIES

Designed and facilitated training and debriefs at various levels of the organization (board, executive and management)

Developed a core leadership team to develop, implement, monitor and evaluate progress on the strategic plan

Designed, collected, analyzed, and reported organizational research summaries (i.e. internal and external benchmarking, organizational climate survey, organizational values, objectives, goals etc…)

Provided training and resources to staff (usable templates, exemplars, worksheets, etc…) to build skills and competencies in strategic-thinking and action-planning (S.W.O.T/S.O.A.R analyses, strategic prioritization, communicating change etc…)

Provided resources needed to inform data-driven decision-making processes (e.g. surveys, data-summaries, reports, scorecards, dashboards etc…)

Provided ongoing project management support- in the planning, coordinating, and communicating progress on the various goals, activities, and tasks involved across the planning process.

Developed mechanisms, norms, and processes used to work on collaborative documents.

Co-facilitated and co-designed a first-ever annual board retreat focused on the strategic plan draft, feedback and next steps in process

Co-facilitated and developed early and final drafts of the strategic implementation and action plans including drafts of the values and mission statements, strategic goals, objectives, and outcome measures (board /executive/management levels)

INTERNATIONAL HOUSE NEW YORK- (2015-2017)

(Consulted with 3rd generation Rockefeller & Dodge Family Foundation Board)

Graduate Student Living & Learning Community-100 employees-$8 Million in annual revenues

Strategic Planning & Change, Organization Development, Leadership Training [External Consultant]

KEY OUTCOMES

Increased capacity for learning & development and data-driven decision-making across the organization

Developed systems, norms and processes, for two formally independent units to effectively collaborate and communicate as a team

Increased manager awareness of strengths and weaknesses at the individual and team level

Increased organizational alignment- operationalizing mission/vision/values in tactics/action-plans across the organization

Increased organizational effectiveness and efficiency

Increased leadership capacity in the living learning community

KEY ACTIVITIES

Coordinated S.W.O.T analyses (with eight divisions) which involved compiling, analyzing and providing executive summaries to the board of directors

Provided templates and frameworks for various stages of developing the strategic plan.

Managed and supported organizational leaders through an internal merger and acquisition

Directed focus groups, 1:1 interviews, and developed a series internal and external benchmarking reports.

Provided a variety of frameworks and tools used in order to prioritize strategic goals and objectives, streamline operational activities between merged units

Successfully gathered data across the organization used to plan and implement a variety of plan change initiatives (e.g. shift from manual data reporting procedures to automated and better-integrated platforms; changes in admissions application, selection, and placement processes, added living and learning leadership programs, etc…)

Conducted 14 1:1 leadership coaching sessions with staff and resident leaders to help them understand their Hogan results, and how to begin developing an individualized, “Leadership Development Plan.”

Designed and co-facilitated staff and resident Leadership Development workshops(between 10-15 staff at each and between 25-50 resident leaders at each)

UNITED STATES PEACE CORPS, UGANDA (2005-2008)

Education volunteer; Small project director; Incoming volunteer trainer (in-country)

KEY OUTCOMES

Increased leadership and management capacity in 13 Ugandan primary schools

Increased teaching skills and competencies in teacher’s college catchment area

Developed community awareness of education needs and strategies for resource development, gender-equality, and other critical life skills (H.I.V. awareness & prevention, spread of infectious disease and immunizations, building safe and healthy school communities etc…).

Developed volunteer capacity as a trainer of new Peace Corps volunteers arriving in country for two cohorts.

Increased school resources through obtaining competitive funding used to develop classroom

resources (13 schools, 48 classroom, over 400 new instructional aids (wall-charts, games, books, puzzles, etc…).

OTHER SERVICE ACTIVITIES

Organized/facilitated meetings with community leaders to identify community needs and resources

Developed two school music/dramas (in English and local language) to raise awareness on H.I.V. prevention and treatment performed at 13 schools for over 5,000 viewers

Designed/facilitated a variety of workshops with in-service teachers in training on topics including:

School leadership and management (108 school administrators)

Student-centered teaching methods (174 teachers)

Early literacy skills and English Language Learning (448 teachers)

Developing instructional resources from local materials (108 teachers)

Reading strategies for textbook comprehension (332 teachers)

THE TIMES BAR & CAFÉ and JITTERS @ THE TIMES (2000-2002)

General Manager –$1 million in gross annual sales

Responsible for sales and financial reconciliation of the day-to-day business

Doubled revenues and decreased operating cost by a third- shifting the organization from a reported 300,000 dollar loss in 1999 to a profitability two years in a row

Marketing, booking, scheduling, and promoting special events and nightly entertainment

Hiring, training, and managing staff (15-20 employees).

UNIVERSITY OF ST. THOMAS TEACHING and ACADEMIC SUPPORT

OPUS COLLEGE OF BUSINERSS-SCHOOL OF ENTREPRENEURSHIP (20011-2018)

Teaching Assistant; Guest Lecturer in Family Business

Course Titles

Introduction to Family Business

Family Business Management

Understanding Family Business

Family Business Ownership

Family Business Governance

COLLEGE OF LEADERSHIP, EDUCATION and COUNSELING- ORGANIZATION DEVELOPMENT & CHANGE (2016)

Guest Lecturer in Organization Development & Change

Course Title

Team Dynamics

FAMILY BUSINESS CENTER- (2011-2018)

Research Associate to the Opus Endowed Chair of Family Business

KEY OUTCOMES

Increased inter-disciplinary scholarship and expanded collaborative research partnerships with a variety of scholars on family business topics

Developed materials used for teaching (undergraduate and graduate) academic classes and family business executive courses

Increased visibility of University through contributions to publications, presentations, and research on a variety of family business topics

KEY ACTIVITES

Directed, managed, and mentored short and long-term efforts of more than a dozen student research assistants

Created teaching modules and materials for six academic courses and four executive family business workshops (e.g. white papers, research summaries, info-graphics, power-point presentations, worksheets, course handouts, graphic organizers, teaching worksheets, grading rubrics etc…) summarizing various topics across the curriculum

Developed multiple case studies (research and teaching cases) on family business topics used to teach family business topics

Managed collaborative research/publication projects involving cross-disciplinary/inter-University partnerships with family business scholars from the United States, Europe, Asia and Latin America.

Created content (Blackboard, Canvas, and Zoom) designed for online & face-to face learning cohorts

Wrote, edited, and reviewed academic articles for various publications (i.e. Palgrave, Edward Elgar, Family Business Review, Journal of Management Inquiry etc…)

UNIVERSITY SERVICE

Opus College of Business Inaugural Staff Awards Nomination Committee- 2017

Event support for the Forum for Workplace Inclusion- 2015, 2015, 2017

Event support for the Family Business Breakfasts 2011-2017

CERTIFICATIONS & SPECIALIZED TRAINING

Hogan Personality Assessments- Trained and certified consultant on the HPI, HDS, and MPVI assessment tools and executive selection (2015).

Experience with qualitative and quantitative software analysis including NVIVO, and SPSS and “R Studio.”

Participated in doctoral seminars at the Academy of Management 2015, 2016, and 2017.

Participated in Career Academy at the Family Enterprise Research Conference 2015, 2016, and 2018.

Contact this candidate