S TEPHAN P ASEK, CSP

**** *. ******** ********* #* - Chicago, IL 60623

(312) 869 – 9740 ad4ol7@r.postjobfree.com

AGILE TRANSFORMATION CONSULTANT

Innovative, entrepreneurial consultant with expertise leading agile transformations. Consulted diverse customers

ranging from start-ups to government agencies. Certified Scrum Professional (2014). Mastery of agile

frameworks; ROI; cost analysis methods; story mapping; impact mapping. Developed and presented training

curricula for varied audiences and technical skills. Extensive experience includes:

Agile / Scrum Coach Enterprise Agile Transformation Agile Product Strategy

Executive Agile Coaching LeSS, Spotify scaling frameworks Agile Portfolio Management

Agile Workshop Facilitation Lean Process Analysis Agile Team Formation

DevOps Practices Test Driven Development Behavior Driven Development

PROFESSIONAL EXPERIENCE

AGILE DELIVERY CONSULTANTS, CHICAGO, IL Independent Consultant 2010-2023

• Fortune 50 U.S. Consumer and Investment Bank (virtual) Senior Agile Transformation Coach 2022-23

As a member of the product transformation organization coaching pool, consult on agile transformation of non-

traditional business units including business intelligence workflow, shared services teams, and operations to

reduce overhead and support agile product teams, initiate product discovery and development. Mentor coaches

on enterprise agile transformation concepts, update and edit agile playbook entries on product discovery.

• International Electronics Manufacturer (virtual) Enterprise Agile Coach 2021

Worked with executive management and development teams to design and facilitate agile transformation pilot

within order processing value stream, incorporating both B2B and B2C orders with quoting and book pricing.

International teams contributed to the platform, customizing third-party software to combine the flows into a

single product flow. Scrum teams coordinated at the portfolio level with product managers in the U.S. and

Netherlands.

• Major Canadian Investment Bank (virtual) Enterprise Agile Coach / Tribe Designer 2021

Worked with Capital Markets business executives, technical leads, as well as team members to gather discovery

data. Design divisional team and portfolio structure, utilizing hybrid Spotify model customized to client needs,

addressing PMO goals including dependency management, team training, leadership coaching, development of

KPIs to measure attainment of business objectives.

• Various Clients (virtual) Agile Coach 2020-2021

Conducted virtual agile workshops and training for various clients on Scrum Teams, Lean Portfolio Management,

BDD, TDD, DevOps Practices, Value Stream Mapping, Diagnostic Decision Support, Impact Mapping.

• Worldwide Investment Bank (UST Global) (New York, NY) Enterprise Agile Coach 2018-2019

Coached executives and managers on agile “intent-based” leadership principles (David Marquet). Coordinated

team coaches at program level, mentored in-house trainee coaches. Led UST coaching team on client site.

Consulted client Center of Excellence in setting norms for coaching scaling model, including prototyping

engagement models and input on operations model. Interviewed and recruited UST coaches, onboarded new

team coaches for client division. Facilitated team-level and portfolio-level product development workshops in

behavior driven development (BDD), Continuous Integration (CI/CD) and DevOps practices, story mapping, user

story refinement with consensus-based norms. Client scaled with Spotify model.

• Mid-Cap Mutual Insurance Company (Agile Velocity) (Austin, TX) Sr. Agile Coach 2018

Strategized transformation to product based cross-functional scrum teams and approach for shared-services

delivery to support scrum teams. Co-facilitated 2-day executive leadership workshop to set Vision, Values,

Methods, Obstacles and Measures (V2MOM framework) for agile transformation. Established and coached

communities of practice to propagate proactive alignment of architecture, infrastructure, software craftsmanship

and security practices for scrum teams. Coaching of managers and scrum masters to encourage collaboration

and mentorship.

• Regional Health Care Network (Agile Trailblazers) (Jacksonville, FL / Wilmington, DE) Agile Coach 2017-18

Provided 1-on-1 executive coaching and strategic guidance to achieve a sustainable agile transformation.

Mentorship of Agile Program Managers and internal coaches to establish in-house agile coaching team to

nurture continuous improvement culture mindset within executive management, as well as software, support,

and infrastructure teams. Direct coaching on how to apply scrum, kanban, and kaizen within the organization.

Establishment of knowledge transfer mechanisms such as Community of Practice, Open Space, and Scrum of

Scrums. Created written summary guidance on practices and norms for in-house agile learning library.

• Mortgage Industry GSE Client (Sapient) (Washington, DC / Herndon, VA) Enterprise Agile Coach 2016-17

Coaching management, leadership, and 6 development teams on scrum, lean value principles, agile metrics,

portfolio kanban, story mapping, DevOps practices, continuous integration, test driven development. Assist agile

CoE in applying agile maturity model, agile evangelizing, community of practice.

• U.S. Health Care Insurance Client (Blue Agility) (Chicago, IL) Agile Team Coach / Trainer 2016

Conducted agile overview, scrum basics training for development teams. Embedded coaching for scrum teams

developing redesign of claims processing application. Co-facilitated 2-day hands-on scrum boot camp.

Stephan Pasek, CSM _Page 2

• Big 4 Tax Consultancy Client (Chicago, IL) Agile Transformation Coach 2015-16

Conducted scrum overview and agile product development training for product owners. Embedded coaching for

6 scrum teams working on an integrated tax application platform. Facilitated 2-day release planning workshop.

• Worldwide Robotics Manufacturer (Platinum Edge) (Grand Rapids, MI) Agile Transformation Coach / Agile Auditor 2015

Conducted agile audit of R&D product design, engineering and prototyping practices in an established agile

robotics manufacturer. Delivered analysis and recommendations for agile transformation strategy.

• Worldwide Tech Manufacturer (Improving Enterprises)(Austin, TX) Executive Agile Transformation Coach 2014-15

Facilitated Executive agile transformation team to set objectives and transform deployment, budgeting, and team

formation for worldwide organizations. Conducted agile leadership training for executives and managers

including Impact Mapping, Product Vision, Team Formation. Facilitated role-based Communities of Practice to

propagate learning laterally within the enterprise. Coached Product Owners on in-sourced scrum team formation,

initial backlog creation and value stream mapping as well as Kanban release tracking and infrastructure rollouts.

Conducted initial Scrum training and advanced Scrum training for development teams in Texas, Malaysia,

Japan, Brazil and India. Coached development teams in agile theory and practice with emphasis on TDD/XP,

story mapping, story modeling and behavioral acceptance criteria. Collaborator in coach team for agile

transformation strategy to refactor and promote code decoupling, optimize for frequent deployment and

worldwide collaborative product development.

• Fortune 250 Electrical Power Utility Client (Improving Enterprises) (Allentown, PA) Agile Coach / Trainer 2014

Redesigned the corporate introductory agile courseware for middle managers. Replaced a lecture-focused slide

deck with an interactive participatory session based upon instructional design principles, the Agile Leadership

Workshop. Facilitated the workshop modules with coaching team mates, including group exercises, guided

discussion, and silent writing / affinity clustering activities designed to provide understanding of the Agile

Manifesto and 12 Agile Principles. Introduced Open Space to share knowledge across departmental

boundaries. Evaluated agile governance documents and made recommendations regarding content.

• Major DotCom Company (Judge Group) (Chicago, IL) Agile Coach 2013

Performed evaluation for established agile environment focusing on performance enhancement and direct

coaching of scrum masters and teams. Training on impact mapping, continuous integration, ATDD.

• International Investment Bank (Insight Global) (Chicago, IL) Agile Coach 2013

Assisted enterprise large-scale scrum (LeSS framework) adoption with 7 scrum teams in Chicago and 2 kanban

teams in Hyderabad, India, with SMEs and Product Owners on 3 continents. Developed training modules for 7

scrum masters, coached teams in story development, product backlog refinement, TDD / ATDD principles,

INVEST, acceptance criteria, agile estimation, story splitting. Facilitated release planning and initial product

backlog development with Product Owners. Assisted in facilitation of team self-formation exercise as well as co-

location planning. Helped teams to select web-based, lightweight collaboration tools.

• U.S. Health Care Insurance Client (Naperville, IL) Agile Business Analyst (Consultant) 2012

Assisted in agile transformation, refined user stories for Affordable Care Act member enrollment systems.

• Fortune 250 Office-Supply Ecommerce Retailer (Chicago, IL) Agile Implementation Manager 2012

Supervised redesign of UI and application workflows for SaaS document printing application.

Managed distributed team of 13, including JQuery, .NET and Flash developers, and QA personnel.

Facilitated scrum ceremonies for 2 offshore and onshore developer teams.

• Fortune 100 Retail Client (Siteworx) (Chicago, IL) Agile Business Analyst (Consultant) 2011

Member of a co-sourced ten-person agile development team on a project to build a custom user interface,

image asset management, alert notifications and status tracking via RSS, and a visual scheduling carousel.

Interviewed client stakeholders; developed process flows, user stories and acceptance criteria.

Conducted user experience / interface tests using Axure prototypes developed from requirements.

• Razorfish (Chicago, il) Q/A Consultant 2011

Developed test criteria and performed manual testing on an immersive Flash-based touch screen wall.

• Oil Distribution Services Client (Sirius Consulting) (radnor, pa) Agile Business Analyst (Consultant) 2011

Member of remote/virtual project team doing enhancements to an order-entry / processing system extending

application to the web, increasing flexibility of reporting, real-time logistical tracking via web services.

Gathered business requirements, wrote user stories, BDD criteria, test plans, and process flows.

AGILE DELIVERY CONSULTANTS, (CHICAGO, IL) IndependentConsultant 2010-2013

• Hedge Fund Client (Solstice Consulting) Scrum Master ~ Consultant 2010

Facilitated Agile Transformation at financial services client, helped develop Scrum Master training materials

and artifacts. Evaluated Rally Agile Lifecycle Management software.

Scrum Master / Agile Team Leader for cross-functional team: facilitated scrum ceremonies. Provided Agile

coaching for two internal teams developing Trade Execution and Due Diligence Reporting software.

• Meckler, Bulger, Tilson, Marick & Pearson, LLP Business Data Analyst ~ Process Consultant 2010

Performed process analysis and recommended improvements, requirements definitions for database

enhancements, comparative analysis of capacity planning / resource management tools.

• Various other clients Project Manager / Business Analyst ~ Independent Consultant

Developed a network of 8 database-driven websites to boost SEO rankings, Internet keyword traffic.

Implemented various online marketing strategies including digital media campaigns and email marketing.

Stephan Pasek, CSM _Page 3

Performed business analysis and provided analysis of information architecture and site features for multiple

clients. Provided instruction on audio/video streaming.

THOUGHTWORKS (CHICAGO, IL) SeniorAgileConsultant 2012

• Business Analyst on a co-sourced agile project inception team for a major equipment leasing company.

• Gathered requirements for java-based development of an invoice auditing system.

• Interviewed external client stakeholders; developed process flows, user stories and acceptance criteria.

TECHNOLOGY CONSORTIUM GROUP (CHICAGO, IL) 2007 – 2009

AgileProjectManager/QAAdministrator~Consultant (2008 – 2009)

• Developed and performed test cases for Cook County web portal enhancement project; maintained bug reports.

• Led Windows PC in-classroom training for over 100 Cook County Sheriff’s police officers.

• Coordinated integration of subscription billing services for membership based social-networking portal

(braveheartwomen.com) and led virtual implementation team. Utilized Infusionsoft SDK to create automatic

recurring billing and member management for i2i Consulting.

ProjectManager/ProcessAnalyst~Consultant (2008)

• Supervised project team of seven in verification, digitization, and migration of over 3000 data records for the City

of Chicago Procurement office to a SaaS application. Brought project in on time, 20% under budget.

• Coordinated all team preparation including writing project manual and leading training sessions to familiarize team

with MBE/WBE/DBE vendor-certification procedures and data formats. Planned project workflow and logistics,

and formulated team incentives.

• Developed SQL queries to generate data-variance reports and created security control procedures to manage

access to sensitive files.

AgileBusinessAnalyst/DataAnalyst/DocumentationAnalyst~Consultant (2007 – 2008)

• Implemented new intranet and internet web portals for Cook County, Il using BEA / Aqualogic framework.

• Developed test plan, user stories, and user documentation for web portals; created technical administrator and

user documentation for web-based budget projection/simulation application, information architecture model.

SK HOLDINGS (CHICAGO, IL) 2005 – 2006

AgileDevelopmentProjectManager/BusinessAnalyst

• Led agile transformation, coached and evangelized agile methodologies, enabling effective dynamic prioritization

of up to 50 simultaneous web development projects, for subscription-based web services.

• Requirements definition, feature specifications and project documentation for development team.

• Managed conversion of 35,000 online streaming video clips from RealPlayer to Windows Media format with zero

subscriber interruptions, implemented company intranet to support project status reporting.

AGILE DELIVERY CONSULTANTS (CHICAGO, IL) 2001 – 2005

ProjectManager/BusinessAnalyst~IndependentConsultant (Various Clients)

MYPOINTS DOT COM, Schaumburg, IL 1999 – 2001

WebProjectManager

ALTERNATIVE RESOURCES CORP., Chicago, IL 1997 - 1998

IntegrationConsultant

ERNST & YOUNG, Chicago, IL 1994 –1996

HelpDeskTech/AssetManager

COMPUTER SKILLS

• Application Software: Symphony, WhatsApp, Lync, OmniGraffle, Axure, MS Project / Visio / Access / SharePoint,

SQLyog, Rally Agile Lifecycle Management, IBM BlueWorks, SalesForce, JIRA, Confluence, Bugzilla, SnagIt,

Webex, Popplet, FeatureMap

• Methodologies / Frameworks: Scrum, XP, Kanban, LeSS, Spotify, BDD, TDD, ATDD, CI/CD

• Operating Systems / Platforms: MS Windows, MacOS X, RedHat Linux, Cobalt RAQ, Plesk, CentOS

• Telecommunications / Networking: Windows Server, TCP/IP, Windows Terminal Server, Citrix, pcAnywhere,

DHCP routers, Wireless Hubs/WAP, 10BaseT ethernet hubs, firewalls

• Domains: Technology, Health Care, Retail, Media, Energy, Investment, Legal, Government, Publishing,

Manufacturing, ecommerce, data migration/integration

• Web Development Tools: TurboXML, PHP/MySQL, BEA Aqualogic User Interaction, BBEdit (Mac), UltraEdit

(Windows), Zend Optimizer, PHP Studio, Infusionsoft

• SEO Tools: WebTrends, WebAnalysis, Optilink, WebPosition Gold, KeywordGen, CaRP

EDUCATION

DE PAUL UNIVERSITY, Chicago, Illinois

Bachelor of Arts in Communications: Media

CERTIFICATIONS, HONORS AND INTERESTS

Stephan Pasek, CSM _Page 4

Ø Certified Scrum Professional, Certified Scrum Master

Ø Chicago Center for Green Technology Program Certifications

Ø Newberry Library Fellow 1992-95, 1999-2000

Ø SESAC songwriter

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