Project Executive

ROBIN M. COATES, PMP, B.A., Exec. M.B.A.

*** ******* ****** • Ottawa, ON • K2A 0B1 • Cellphone 613-***-**** • acctbw@r.postjobfree.com

Director, Project Executive

Ambitious and strategically-focused project / change leader offering nearly 20 years of expertise leveraging IT project

management savvy to attain important organizational goals – valued at up to $400 million per project – in both corporate

and government sectors; sample client list includes:

• Bank of Canada • •

Eco Power Solutions IT/NET Ottawa Inc.

• BCE Emergis • •

Frye International Navigant Consulting International

• Canada Border Service • •

Hydro Ottawa – Energy Market Netergy Networks / Vobility Inc.

• •

Agency Impac International Inc. Pearson Peacekeeping Centre

• Canam Manac • •

Inco Public Works & Government Services

• Carleton University • Indian & Northern Affairs & Canada Canada - Shared Travel Services Initiative

• Dominion Bridge

Adept at guiding difficult and sensitive initiatives with complex risks and stakeholder implications while uniting cross-

functional teams to deliver best-in-breed performance. Known for talent in exercising cultural sensitivity while quickly

building and maintaining rapport with senior-level team, key decision-makers, and government officials; personally

formed crucial trade and partnership relationships with Economic Development Canada, the Department of Foreign

Affairs, Trade Chile, and the Canadian Embassy. Recognized for above-average networking savvy; harness persistence

and tenacity in uncovering key contacts to obtain valid project information and produce detailed - yet meaningful -

reports.

Concurrent professional experience gained in project management consultancy and project strategizing for loyal client

base across Canada, the U.S., and Chile. Also selected from a group of highly-qualified candidates to step into the role of

Professor - Directed Studies in Project Management at Algonquin College. Top-echelon expertise includes MS Project, MS

Vision, Lotus Notes, MS Access, and MS Office (Word, Excel, PowerPoint, and Outlook). Fluent in English (oral and written)

along with functional knowledge of French. Possess Canadian Secret Security Clearance (9515-8305), which expires

1/24/17. Motivational coaching style and engaging, solutions-focused relationship manager; respected as a high-energy

leader who blends visionary thinking with the tactical planning talents required to translate key goals into tangible

results.

AREAS OF EXPERTISE

Program Design, Development, & Execution • Program Requirement Gathering, Planning, Control, Risk Management, &

Project Tracking

Customized Communication Plan Development & Application • Contract Scope Changes & Potential Add-On Business

Evaluations

Program Project Progress Review & Evaluation • Customer Relationship & P&L Management • Contract Negotiations &

SOW's

Sub-Contractor / Vendor Business Relationship Management • Program Process & Documentation Consistency

Steering Committee Participation & Leadership • Strategic Partner Direction • Executive-Level Oversight

SIGNIFICANT CONTRIBUTIONS

Operational Improvements:

• Completed aggressive project within a tight 6-figure budget and right on schedule; as a result, the excess was applied

to Phase 2 to offer a higher level of functionality (Aboriginal Affairs).

• Fortified existing project management tools by introducing an integrated application for all project documentation; as

a result, played an active role in centralizing information capture amongst as many as 8 different sources (Aboriginal

Affairs).

• In light of Company being tied to 2 leases with time-outs of 9/10 and 1/12, contacted a local leasing firm that

furnished a proposal laden with solutions; as a result, delegated the leasing negotiations aspect to experts who could

scope out suitable accommodations at more reasonable prices (Pearson).

• Established regular weekly status reports to furnish executives and team with up-to-date information on work in

progress; also identified risks with corresponding solutions to avert unexpected problems (Public Works &

Government Services Canada).

• Collaborated with Trade Chile to book 14 qualified client meetings (a record for the University of Ottawa EMBA

program since its inception in 1994); as a result, (1) 13 feasibility study requests were commissioned, and (2) client

generated an estimated $60 million in sales (Eco Power Solutions).

• Facilitated the transition from silo-based thinking to shared strategic focus and project management frameworks

across the 3 project, business, and technology teams (CIDA).

Leadership Initiatives:

• Authored portal team’s first -ever operational plan to crystallize goals and targets for staff to aspire to (Canada Border

Services Agency).

• Overcame work-related obstacles with a colleague by actively listening to his concerns and subsequently and

delegating tasks that were a perfect match for his skill set (Bank of Canada).

• Guided stakeholders to define the overall Branch Operations Plan, Standard Operating Procedures, Operational

Process Flows, Operational & Dashboard Reporting Flows, Operational Plan Dependencies, and Monthly Operational

Plan Variance Reporting (CIDA).

ROBIN M. COATES, PMP, B.A., Exec. M.B.A.

Page 2 • Cellphone 613-***-**** • acctbw@r.postjobfree.com

SIGNIFICANT CONTRIBUTIONS (cont‘d)

Special Assignments:

• After just 1 day, took on the extra role of V.P. of Corporate Services to lead 4 direct reports and 23 indirect reports

maintain optimum functionality throughout this time of change and uncertainty (Pearson).

• Chosen by a Director to pen a comprehensive analysis and report to uncover inconsistencies and recommend

solutions that would bring complete operational congruency towards the planning aspect of this ambitious project

(Canada Border Services Agency).

• Built the 8-member project team from the ground up; steered them to on-time delivery of a complete set of business

requirements, process maps, business drivers, risk and technology assessments, and implementation strategy (Bank

of Canada).

ENGAGEMENT HIGHLIGHTS

Cowater International Inc., Ottawa • Project Director 06/13 - 07/13

Leveraged in-depth project management experience to land this role, tasked with instituting a comprehensive project

management framework for a water sanitation project between the Canadian Federal Government and the Government

of Barbados; as a result, they are now equipped to attain consistent and positive results. Assisted and participated with

the team in interviews with the Barbados Water Authority to establish the project end state on this $50 million project

value.

PricewaterhouseCoopers (CBSA), Ottawa • Project Executive 03/13 - 05/13

Led and managed the Maturing CBSA's Project Management Portfolio Project, which included managing the project team

to create a successful engagement and project deliverables. Enabled analysis of the "As Is" state of the EMPO, provided

the "To Be" state, and furnished a new Governance Structure, Capacity Enhancement Plan, and Transformation Scorecard

for the Agency.

Public Works and Government Services Canada (PWGSC), Ottawa • Project Executive 08/12 - 02/13

Approached by personally-created network of brokers to oversee a staff of 30 in the upgrade of an Electronic Document

Management System to Open Text 2010.

Immigration and Refugee Board, Ottawa • Senior Project Executive 12/11 - 07/12

Secured this contract through well-cultivated network, tasked with managing Adjudication Tracking System upgrades that

impact nationwide usage.

Aboriginal Affairs in Northern Development Canada, Ottawa • Project Executive 10/10 - 11/11

Capitalized on extensive well-connected network to land this role, charged with upgrading an existing system that dated

back to the mid-1990's, securing the relevant data, and creating a new application system to accommodate the #1-

riskiest system within Aboriginal Affairs in calculating First Nations funding valued at $350 million. Supervised 5 direct

reports.

Pearson Peacekeeping Centre, Ottawa • Vice President of Transition 05/10 - 09/10

Recruited for this newly-created role based on this Centre’s desire to shift its focus from a government-funded base to a

private-sector model. Served as President’s right-hand person with regard to organizational design and transition

management planning. Held total accountability for 6 (out of 8) work streams that included finance, IM/IT, corporate

infrastructure, organizational design, transition management / planning, and strategic / change management.

Public Works & Government Services Canada (project valued at $300 million), Ottawa •

Senior Project Executive – Shared Travel Services Initiative 10/09 - 03/10

Recruited to lead and restructure the 5-person RFP core team in providing focus and ownership towards the assembly of

a 1,000+ -page document. Delegated 2-3 core sections to each business analyst to better manage this otherwise-

daunting task.

Canada Border Services Agency (project valued at $400 million), Ottawa • Project Executive 02/09 - 07/09

Brought in to lend project management expertise and guide a 4-person team on building the newly-created portal portion

of their e-manifest project.

Eco Power Solutions (project valued at $6 million), Ottawa • Senior Project Executive 08/08 - 04/09

Travelled to Chile to lead a 9-person team (that also included Company’s President, Vice President, and Chief Operating

Officer) towards the research, development, and recommendation for this entity – a multi-million-dollar energy recovery

company – to penetrate the clean energy and power recapture market in Chile, South America. Formulated the

operations plan and recommendations based on results obtained in Chile.

Bank of Canada (project valued at $2.6 million), Ottawa • Senior Project Manager – Auctions & Markets

Application Program 08/09 - 01/09

Brought in to kick-start a project that had been struggling with conflicts involving external contractors and internal

project stakeholders.

Canadian International Development Agency (CIDA), Ottawa 01/08 - 04/08

Senior Project & Operations Manager –

Branch Operational & Reporting Plan Project (project valued at $14 million)

Engaged to help both the Chief Information Officer and Chief Auditor devise a cohesive, integrated operational plan

towards a $27 million Information Management & Technology Branch with 210 full-time equivalents.

ROBIN M. COATES, PMP, B.A., Exec. M.B.A.

Page 3 • Cellphone 613-***-**** • acctbw@r.postjobfree.com

ENGAGEMENT HIGHLIGHTS (cont‘d)

Correctional Services Canada, Ottawa 08/07 - 10/07

Senior Project Manager / Consultant – Shared Services Feasibility Study (project valued at $4.5 million)

Collaborated with the Director of Support Services to evaluate the technical, operational, and fiscal risks / benefits of

creating a shared services unit with the Canadian Border Services Agency, based on international models of best practice

for share service delivery.

Public Health Agency of Canada, Ottawa 01/07 - 08/07

Senior Project Manager / Consultant – Logan Laboratory Project (projected valued at $52 million)

Assisted the Director General of Finance & Planning to develop the business plan and project management strategy;

secured Treasury Board EPA approval for the purchase and retrofit of a Level II laboratory.

Public Works / Government Services Canada, Ottawa 11/05 - 09/06

Senior Project Manager – The Way Forward (project valued at $10 million per annum)

Completed a capacity and readiness assessment, and devised the change management strategy for a government-wide

initiative to identify and implement innovative ways of delivery services ... smarter, faster, and at a reduced cost.

Correctional Services Canada, Ottawa 09/05

Senior Analyst – Inmate Accounting Replacement

Retained through IT/NET Ottawa Inc. to evaluate the options, financials, and risk analysis for a proposed replacement of

the Inmate Accounting System. Validated the underlying business, financial, and risk assumptions. Verified risk and

financial impacts of the preferred option. Determined anticipated level of project risk contingencies and recommended

project risk management strategies.

National Parole Board, Ottawa 02/05 - 03/05

Senior Project Manager – Treasury Board Submission Review (project valued at $2.2 million)

Audited the correctness and completeness of the Board’s submission for upgrading the Conditional Release System.

Reviewed the validity of the project schedule, budget estimates, and risks; also recommended changes – both in content

and in structure – to maximize the chances of securing Treasury Board approval.

EDUCATION & PROFESSIONAL DEVELOPMENT

Credentials

University of Ottawa • Executive Masters of Business Administration

York University – Keele/Steeles Campus, Toronto • Bachelor of Arts degree in Economics

ITIL Foundation Certificate

Project Management Professional

CSC- Canadian Securities Course

Professional Development

Harvard Business School • Future of Capitalism & Democracy – The Growing International Financial Crisis

Toto Group • The Global Economy

Robert Pike Communications • Train-the-Trainer Workshop

Project Management Institute • Attended PMI Conference/Seminar Series in 2006 / 2007 / 2008

Algonquin College

• Project Management & The Human Interface

• Advanced Project Risk & Quality Management

• Advanced Project Management Scheduling Software

Rational Inc. • RUP / Rational Unified Process

DND • Project Management Evolution

IBM Canada • Line of Visibility Process Mapping

PMI • Scope Management & Definition

Bates Project Management • Project Planning & Control

Simon Fraser University • Completed select coursework towards a Bachelor of Commerce degree

AFFILIATIONS & PROFESSIONAL INVOLVEMENT

Lead To Win with Tony Bailetti • Business Case Review Mentor & Team Leader

Project Management Institute • Member in Good Standing since 2001

Professor/Instructor – Algonquin College – Directed Studies in Project Management

Project Management Institute - Ottawa Chapter • Member in Good Standing since 2000

University of Ottawa • Guest Speaker to 2nd-year students on Business Consulting

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