Sales Training

I am a project management and training development expert with Executive

level consulting experience at the Fortune 500 level, and I am PMP

certified. I've led project teams with up to 28 employees, with

responsibility for up to 12 active projects at one time. I've been

working exclusively in the event industry for the last nine years and I'm

well trained in all production and distribution methodologies: event,

DVD, audio, video, graphics production, satellite/web streaming, e-

learning, stand-up, print, mobile, digital, and etc.

SAMPLE CLIENT LIST:

Coca-Cola General American Ins. Allstate Ingenix Health

Care

South West Bell IBM Corp. NCR Corporation Galaxo

Pharmaceuticals

Conoco Petroleum Magellan Behavioral Federal Express Paragon Life Ins.

Health

Ryder Truck Frito Lay Bell South Nalco Chemical

KINDS OF PROJECTS:

Call Center Training Distance Learning e-Learning

B2b and Direct Sales Stand up New Program Launches & Roll

presentations Outs

Sales and Product Computer Based Learning Management Systems

Knowledge

Quality Initiatives Live streamed event Leadership Management &

Mentoring

EXPERTISE:

Vendor management Vendor Project Management Graphic Design

Negotiations Software

Microsoft Office Interpersonal Proposal 3D Motion

Suite Skills creation/presentation Graphics

Project RFP analysis Performance Management Instructional

Management Design

Verbal/Written ROI analysis Analysis and Video Production

skills Evaluation

Multi-team Strategic Budgets, Schedules, Needs Analysis

management Planning Resources

WORK HISTORY:

Creative Director, Cornerstone Technologies, April 2013 - Present

Manage event creative staff workload, budgets and deliverables. Internal

team includes: CAD designers, Graphic artists, Digital photographers and

Video producers. Team deliverables include: Marketing materials,

Proposals, Video production & editing, 3D, 2D, and Still/Motion graphics,

plus company Web site development & maintenance. Also responsible for:

procedural standards, team-level HR issues, hiring, third party support

relationships/services and freelance contract negotiations.

Senior Broadcast/Events Producer, LDS Church AV Department, November 2008

- February 2013

Team lead with responsibility for all phases of Satellite and Internet

Broadcasting deliverables: from needs analysis through product delivery.

Manager, Project Management, LDS Church AV Department, November 2004 -

November 2008

Launched formal Project Management in the AV department. Initiated, and

implemented processes and systems to accomplish standardized project

exploration, requirement documentation, budgeting, scheduling and

customer expectations management.

Training Manager: Ingenix Health Care, 10-02 - November 2004

Director-level training management responsibility - providing long-term

corporate courseware analysis/recommendations and ongoing needs analysis,

development and implementation for 750 technical and leadership

management positions.

Manager, Knowledge Management, MEMC Electronic Materials Inc., 6/00 -

11/01

Directed Corporate Knowledge Management (KM) strategic vision and

tactical implementations/training for all KM (total corporate know-how)

initiatives. Identified KM opportunities across the organization,

pitched concepts and values, managed requirements budgets and implemented

tactical plans.

Senior IT Project Manager, Magellan Behavioral Health, 9/98 - 3/00

Provided team leadership for multi-site customized employee behavioral

healthcare software systems. Responsible for all kick off meetings, call

center training requirements, software and system requirement

documentation, deliverable implementations, internal and vendor resources

negotiations, project schedules, budgets, etc.

Senior Training Consultant/Manager, Maritz Performance Improvement Co.,

11/87 - 9/98

Led multiple analysis and development teams in production of over 150

internal and customer based training initiatives. Developed over 400

training proposals - each requiring schedules, budget estimates and

course requirement specifications. Also provided sales support services

and had profit and loss performance responsibilities. Deliverable

platforms included: Web based/Intranet, Video, Audiotape, Computer-Based

Training (CBT), CD-ROM, Paper-based, and Facilitator led.

Director of Operations, Systems Impact Inc., 5/85-11/87

Managed team of six site employees and three off-site subject matter

experts and writers in development of multiple educational/training

software programs. Acted as video director and producer of production

and postproduction as well as manager of all motion and still graphics

development.

Producer/Director, Oak Media Corp., 10/83 - 5/85

Producer for local and national advertising commercials for start up

cable TV Company - ON TV. Responsibilities included: editorial

production, video shoots and audio voice over recordings, editing and

effects, duplication and coordination with local TV and radio stations.

Also managed the training, scheduling and system maintenance for 12 video

engineers.

PROJECT SAMPLES:

. eLearning Operations Training: A petroleum company was experiencing a

200% annual turnover rate with their C-store employees. Exit interviews

indicated lack of training was #1 complaint. I directed a team of 12

writers, three instructional designers, and four graphic artists to

produce a 4,800 screen and pre recorded audio CD-ROM, C-store training

program. Turnover reductions in first year saved $607,000.

. Call Center Training - technical skills: A one-day stand up course

instructing Call Center personnel how to use "Dev Track," an in-house

defect tracking software system. Customer Service Representatives (CSRs)

are taught how to log defect incidents when customers report software

complaints. Customer report feedback instruction is also included.

. Negotiation Skills Training: provided train-the-trainer courseware for

sales managers and account representatives. Role model audiotapes

allowed sales reps. to practice new negotiations skills during drive

time.

. Product knowledge and sales skills: Researched initial CSR needs in

detail, made long-term recommendations for target audience and produced

several training audio and classroom modules designed to improve CSR

product knowledge and upselling skills.

. Financial Management Technical Training: developed how-to bookkeeping

training course on accurate accounting methods, i.e., transferring

entries, discounts, calculating averages, cash flow worksheet, and etc.

. Knowledge Management Assessment: Directed the research and reporting of

three Intellectual Capital assessments and made recommendations to

Executive management regarding perspective Knowledge Management systems

to collect, filter, and share employee skills and know-how.

. Patient intake training: Customized an outbound training package for

State call center employees instructing patients on available Behavioral

health care services, patient intake and physician referral services.

. Call Center Training - patient information: Created an education program

targeted for health care customer services representatives who then

provided patient benefit information for registered employees.

. eLearning Development: As part of an Insurance companies' historical

visitor center, I directed the development and implementation of nine

interactive video and audio display units -illustrating various visual

"commercial" messages. This site serves over 35,000 annual visitors.

. Product knowledge training: My team produced a multi-media training

program to educated CSRs and Sales reps on human respiratory diseases and

the potential product solutions. CSRs answered inbound customer product

questions.

. Call Center Training - process information: We created a cross division

communication training program call the ReachSource. The primary

objective was to standardize technical and marketing processes across

each division. CSRs received technical training on the ReachSource's

capabilities and how to further direct questions to Marketing, Sales,

Installation and training support services.

. Content Management System: Led a team that constructed and trained 2,200

employees on a new Global Documentation web-based system designed to

unify storage and retrieval of vital company information. Lessons

learned included: standards for taxonomy hierarchies, metadata

hierarchies, and new document authoring requirements.

. Automated Workflow System: Implemented a workflow system to automate

project finance routing and approval process. New web-based system takes

days to get approvals, opposed to previous 6-8 month cycles. System was

Lotus Notes based and Web interfaced.

. Systems software Implementations: Managed multiple behavioral health care

software implementations, directing internal work groups in the

customization of program software on AS400 mainframe and client-server

technologies.

. Sales Force Automation: Directed the sales force automation and training

of 150 sales representatives and their sales support staff via 17 regions

through out the United States. Supervised 28 IT employees and negotiated

outside vendor and internal support services for hardware installation,

network connectivity, wiring, connectivity services, virtual office set-

ups and training.

. Sales Site Web Development: Directed a team of subject matter experts,

programmers and artists to redesign the corporate Intranet sales site

with sales specific information; i.e., New product/solutions, Daily news,

Training, Administration, Library, Expense sections.

. Account Manager Needs Analysis: Conducted a nationwide account management

(sales) needs analysis research, which resulted in a revised/expanded

account management curriculum.

. Problem Solving Training: Created a troubleshooting video/print program

for operations management designed to build and strengthen "Quality"

relationships with their internal and external customer base.

. Coaching for Leadership Training: Designed a print/video mentoring system

to help manufacturing management develop more effective team leadership

facilitation skills.

. Operations Training: produced a print-based training tool called

"ReachSource," used to unify training instructions for 21,000 employees,

with best practices, product knowledge and training tools/solutions.

. Educational Skills Training: Managed team of graphic artists to develop

over 500 still and motion graphic simulations for Fortune 500 Copier

Corporation. Directed technical requirements, storyboarding, graphics

development, customer reviews/revisions, and delivery of approved

graphics.

. K-8 Educational Programming: Developed four interactive videodisc

programs for grade school use in North America. Managed all pre

production, production and postproduction procedures.

EDUCATION and AFFILIATIONS:

. Brigham Young University, Bachelors, Communications/Film and Video

. Webster University, Masters, Computer Information Management

. PMP Certification (Project Management Institute)

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