William “Scott” Klein

Scottsdale, AZ *****

309-***-****

ad3blt@r.postjobfree.com

linkedin.com/in/william-scott-klein

Project Manager/ Agile Live Course Instructor

Accomplished coach, trainer and change agent. Successfully lead multiple multi-million-dollar transformations and teams with Scaled Agile, Waterfall, Scrum, Kanban, SAFe and custom frameworks across business and technical applications. Servant leader, motivator, culture driver and coach. Built collaborative client, executive leader, and stakeholder relationships. Ability to inspire and influence executives and teams. Insightful strategist and visionary with commitment to innovation, continuous improvement and leadership excellence.

Core & Technical competencies

Consulting/ Coaching/ Training/ Mentoring ranging from the Enterprise to Portfolios to Programs/Trains to Teams and Individual Contributors

Agile/ SAFe/ Kanban/ Lean/ DevOps/ SDLC Frameworks

Management Software (VersionOne, JIRA/ Confluence, CA Agile Center (Rally) and other Support Tools

Organizational Change Management, Communication and Report Publishing

Kaizen/ Continuous Process Improvements

Team Leadership, Development, Performance Management and Team Building Skills

Strategic Direction and Planning

Budget Management, Resource Allocation, Risk and Control Assessment

Industries Supported include: Financial Services, Insurance, Healthcare, Genealogy, Big Data, Retail

Iterative Development and Program/ Release Train Leadership

Thought Leadership and awareness of Technology Trends

DevOps, Continuous Delivery, Release Management and CI/CD Pipeline Construction and Use

Software Testing/ Test Driven Development (TDD)

Systems’ Thinking and Solution Architecture

Experience

SILICON VALLEY BANK (SVB) - TEMPE, AZ May 2020 – Present

Enterprise Agile Coach Principal Project Manager Trainer

As part of the Enterprise Transformation:

Implemented ACE (the Agile Center of Excellence) as an Agile PMO

Designed and implemented the new Lean Agile Framework across multiple Programs

Successfully implemented the new DevSecOps Delivery Pipeline on a high-profile, customer facing program comprised of 20+ highly distributed Scrum teams

Developed and Delivered multiple Product Training Classes to Business Stakeholders

Transitioned Programs from Feature Teams to Product Teams

Assisted with Development and Delivery of an Agile Maturity Assessment Tool

Built and Implemented Dependency and Quarterly Planning Processes to facilitate transparency and planning awareness

Lauded for flexible approach to Agile and Coaching

Served as the Agile Delivery Lead (aka – Program Manager) for the Data Program

Implemented new Bank Controls, Developed Processes and Reporting associated with the bank’s transition to an LFI (Large Financial Institution) and to ensure Reporting Consistency

FREEDOM FINANCIAL (AKA- ACHIEVE)- TEMPE, AZ July 2019 – May 2020

Agile Coach responsible for team development and organizational coaching, mentoring, training and influence

Established Lean Processes for Product Design, Experimentation, Customer Acceptance, Dev Ops Pipeline implementation and Stakeholder Management

Established an agile training Dojo workshop to accelerate learning

ACCENTURE/ SOLUTIONS IQ, various locations April 2018 - July 2019

Agile Coach/ Consultant responsible for helping teams and organizations transform. This includes team, portfolio and executive coaching and training as well as individual mentoring.

Industries Supported include: Financial Services, Insurance, Healthcare, Genealogy, Big Data and Retail

Received consistent feedback complementing my coaching approach, willingness to listen, be hands-on where needed and framing scaling concepts

Increased team velocity across the board due to focusing on the “why” of agile

oInfluenced leadership to support a servant model

Coaching, Mentoring and Training in Agile, DevOps and SAFe

STATE FARM INSURANCE, Bloomington, IL/ Tempe, AZ October 2001 – April 2018

Agile Coach/ Program Manager, (2008 – 2018) - Dual Role

Serve as an Agile Coach in formally supporting multiple concurrent teams through coaching/ mentoring or training as part of SAFe/Agile transformation. Participated as an ad-hoc consultant for teams as needed.

SAFe/ Agile Coach/Release Train Engineer supporting 8 teams (1 ART) in the Phoenix Hub Systems Department.

Coached/ trained/ mentored more than 50 teams on the proper application of SAFe/ Agile/ Lean/ Scrum practices.

Conducted 16-20 agile training classes/workshops per year. Wrote and/ or revised the internally developed training to ensure supportive training experiences.

Customer Identity Management (CIM) Program Manager (2014 – 2018)

Built and lead the IT program agile digital transformation consisting of three teams that were new to SAFe/ Agile/ DevOps practices. Managed the $5M program budget, scope and delivery schedule/project plan (using Primavera). Included ITSM and ITIL practices/procedures

Reconfigured 100+ people working on the Customer Identity Management Application into a SAFe program with cross-functional development teams. Increased delivery from 1-2 times per year to 2-3 times per month over the course of 6-month program transformation.

Assembled a Future Leader Development Program to ensure that leaders had adequately demonstrated competencies and were prepared for interviews. Seventeen “graduates” were hired into management with a 100% success rate.

Developed the CIM “one-backlog” consolidating 4 lists of requirements into one prioritized list that clarified what was most important and allowed less waste time on less valued work. Cleared the way for a deployment in less than 30 days.

Systems Project Manager and Scrum Master, (2004 – 2014)

Served as a Project Manager for a variety of customer facing and infrastructure critical efforts while coaching and training teams on the implementation of agile practices. Included negotiating and managing contracts and utilizing off-shore resources for the development of project components. Managed multi-million-dollar budget and schedule activities using Primavera.

Delivered over 15 Significant Information Technology Program/Projects ranging from highly regulated Bank projects to State Farm Infrastructure efforts. Provided value in excess of $30M. Contract administrator for 6 off-shore efforts to expand capacity.

Developed new approach that allowed for offshore/ off-site teams to deliver in an agile fashion ensuring core product was always functioning.

Redesigned an approach where 3 offshore teams were delivering different pieces of a product under different contracts so that it was combined under one vendor and one contract. Reduced cost of delivery by $600k and the risk of integration by pushing that responsibility to the vendor.

Implemented an approach to vendor product delivery whereby any failed deliverable from the vendor was considered mutual failure. This pushed our teams to work more closely with the vendor to ensure success and changed the failure rate from approximately 60% to less than 5%.

Proposed an innovative static testing approach for a project that saved 3 months of time and $300k.

First to implement the agile practices of continuous integration and acceptance test driven development at State Farm.

Technical Analyst - Test Specialist, (2001– 2004)

Served as the lead tester and test coordinator for a variety of project teams to ensure software quality before applications were promoted to production. Included functional, regression, performance, usability and integration testing, as needed.

Exelon Power, Clinton Nuclear Generating station, Clinton, IL

Nuclear-Chemist

Served in several capacities in ensuring the safe operation of a nuclear power reactor. Monitored reactor for fission products and water going through the nuclear fuel. Served as a re-fuel engineer for several re-fueling outages.

Nuclear-Chemist leading a team of chemistry technicians in the safe operation and monitoring of a nuclear reactor at a power generating facility

Project Manager for the implementation of a new water treatment facility

Education

Bachelor of Science, Biochemistry

Purdue University, West Lafayette, IN

Professional Certifications

AWS Certified Cloud Practitioner, 2023

SAFe Program Consultant SPC4.6, 2017

Certified ACI Agile Coaching and Facilitation, 2018

Training from the back of the Room Certification (Coaching from the back of the Room), 2018

Stanford Advanced Program Management Certification, 2015

Project Management Professional, PMP Certification, PMP Chapter Member, 2001

ITIL Change & Release Practitioner, 2008

Certified Scrum Master, CSM, 2005

Certified in Risk and Information Systems Controls (CRISC), 2015

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