Change Management Organizational

DANIEL J. COPES

**** ****** **** ****, *******, TX 77027 281-***-**** ******@*****.***

Organizational Change Manager

•Demonstrated success in large scale organizational change management roles impacting both internal and external clients involving new product launches, readiness assessments, user adoption, merger initiatives, cultural change, stakeholder identification and engagement, safety and quality programs, new systems delivery, behavioral change interventions, and quality initiatives. The Prosci ADKAR Model used to ensure successful change management outcomes.

•Professional in Organizational Development with extensive experience in Project Management (Arthur Anderson

Method One), business process analysis and re-design (Yourdon Structured Analysis and Design), leadership training, organizational excellence, performance management, executive coaching, business metrics, global change management, succession planning, competency assessment, and merger execution.

•Extensive management background in Financial Services, including corporate banking and private banking, bank operations management, large scale systems implementation projects, desktop support, major business relocation projects, and job-ready education and on-boarding new private banking staff.

Capabilities

Project Management (Method One and Agile Methodology)

Design, Build and Implement

Behavioral Organizational Interventions

Adoption and Engagement Strategy, Benchmarks, and Metrics

Organizational Change Readiness Assessments

Organizational Design & Succession Planning

Training Effectiveness Metrics (ROI)

Communication Planning,

Development, and Execution for Organizational Change Initiatives

Facilitation of Cultural Changes via

Merger/Acquisition or Organizational Change Initiatives

Stakeholder/Sponsor roadmap, adoption plan, training plan, resistance management plan

Superior Presentation/Facilitation

Skills

PROSCI Change Management Methodology – ADKAR Model

Executive Coaching – Meyers Briggs

Business Metrics/Scorecard Implementation

Coaching/Mentoring – user engagement and adoption

Enterprise Wide Organizational Change Management Projects

LMS Implementation and Governance

Curriculum Development- ADDIE

Model

Adult Learning Theory

VETERANS ADMINISTRATION– Nursing Assistant/Lab Coordinator, Texas City, TX 5/1/22 to present

Managed patient flow into the lab for blood draws to ensure a positive patient experience for all veterans.

•Coordinated flow of patients for blood draws to maximize patient experience

•Analyzed root causes for extended time to complete blood draws (lack of orders, patient not knowing why they are there).

•Improved straight through blood draw process by 30% resulting in reduced wait time for veterans.

•Developed training program for all CBOC staff to improve communication, teamwork, and customer service skills.

NRG Stadium/Houston Texans – Customer service and VIP suite management 8/30/21 to 4/1/22

EIKON CONSULTING GROUP – Organization Change Manager Houston, TX 5/1/2021 to 10/1/2021

Provided a structured methodology to lead Organizational change management activities for international loyalty and

•Applied PROSCI change management process and tools to create a strategy to support the adoption of changes required for private label credit card organization

•Created actionable deliverables for the five change management levers: communications plan, sponsor roadmap, coaching plan, training plan, resistance management plan

•Evaluated and ensured call center user readiness – developed adoption and readiness benchmarks and metrics.

•Supported the design, development, delivery and management of targeted communications across the organization.

•Identified and prepared risk mitigation tactics - documented cross project dependencies, potential overlaps and maintained risk log

•Supported and engaged senior stakeholders in different lines of business.

•Coached managers and supervisors – directed target communications to these key positions

LANCESOFT – Organization Change Manager New Orleans, LA and Houston, TX 5/2019 to 3/2021

Provided a structured methodology to lead change management activities for multi-state utility deploying 3 phase enterprise-wide change initiative.

•Applied PROSCI change management process and tools to create a strategy in support of the adoption of changes required by the project.

•Created actionable deliverables for the five change management levers: communications plan, sponsor roadmap, coaching plan, training plan, resistance management plan

•Evaluated and ensured user readiness – developed adoption and readiness benchmarks and metrics.

•Supported the design, development, delivery and management of targeted communications across the organization.

•Design and delivery of end user training programs for all impacted positions.

•Identified and prepared risk mitigation tactics - documented cross project dependencies, potential overlaps and maintained risk log

•Supported and engaged senior stakeholders in different lines of business and different states.

•Coached managers and supervisors – directed target communications to these key positions

ST JOSEPH MEDICAL CENTER – Houston TX, Patient Care Technician night shift, 1/2018 to 3/2019

Provided hospice care for father from 1/2017 until his passing 5/2018

QUANTUM GLOBAL TECHNOLOGIES - Houston, TX 9 /2015 to 12/2016 HR Global Organizational Change Manager and OD Specialist

Performed organizational assessment to identify areas for process improvement and reduced time to market for new engineering staff – reengineered worldwide end to end on boarding process for all new engineers including coaching and feedback processes and metrics. Reduced time to market for new engineers from 1 year to 4 months.

•Partnered with senior leaders in Safety and Quality to build and deliver programs on safe handling protocols for chemicals, proper PPE procedures, clean room processes, and lockout/tagout procedures.

•Applied PROSCI change management process and tools to create a strategy in support of the adoption of changes required by the project.

•Restructured plant operations /design with new business processes for functional certifications of technicians in all plants worldwide – changed the reporting lines of technicians and initiated required certifications for all plant operations staff. Training delivered via instructor led sessions, GoToWebinar, job aids available on the LMS, and self study modules using Articulate.

•Partnered with project managers and senior business leaders as part of program team to design and implement new Performance Management business and system processes in US and abroad – obtained agreement and buy-in with Senior Stakeholders. Performed readiness assessment and adoption measurement, including postimplementation performance.

•Developed first strategic plan for Human Resources, including systems infrastructure, compliance, talent acquisition, learning strategies, and employee engagement. Initiated data driven metrics and balanced scorecard for HR Global Training department performance

AIG - Houston, TX 2014 Cornerstone LMS Consultant (contract)

•Partnered with stakeholders to assess LMS effectiveness across organization.

•Engineered organizational guidelines and processes for LMS governance to improve service delivery.

•Collaborated with Senior Managers to create, track and report benchmarks and service levels for LMS service delivery

BP AMERICAS - Houston, TX 2013 to 2014 HR Change Manager

•Partnered with project managers and senior business stakeholders as part of program team to plan and execute major project to migrate company-wide Ethics and Compliance training program data on to Cornerstone Learning Management System (LMS) and to implement a new centralized learning operations center to ensure compliance with federal reporting requirements.

•Developed comprehensive business change plan and communications plan for the world-wide local support staff. Training delivered via instructor led sessions, GoToWebinar, job aids available on the LMS, and self study modules using Articulate.

•Migrated all instructor led and eLearning modules on to Cornerstone LMS, tested conversions, engineered new processes to for target LMS

•Applied PROSCI change management process and tools to create a strategy in support of the adoption of changes required by the project.

•Identified, tracked and managed risks and issues across varied stakeholders and project resources

TAS ENERGY - Houston, TX 2011 to 2013 Organizational Learning & Change Manager

•Partnered with project managers and senior business stakeholders to create formal strategic planning process and communications plan

•Implemented new performance management business process including goal setting and 360 reviews for all managers.

•Designed, built and delivered Leadership Development program, including coaching modules using ADDIE development model and Kirkpatrick’s evaluation model

•Re-engineered all on boarding processes in HR – delivered all new hire orientations

•Designed, built, and delivered first HR dashboard and companywide metrics

•Implemented Cornerstone OnDemand LMS across the organization – trained all employees and managers

THE DAN CENTER FOR AUTISM — Houston, TX 2006 to 2011, Founder, Owner and Therapist

•Founded center to provide training and therapy to over 250 individuals on the autistic spectrum using Tomatis and Berard auditory training, Lindamood-Bell, Brain Gym and Handwriting Without Tears.

•Performed outreach programs to underserved communities in Beaumont, Tomball and The Woodlands

•Recognized speaker at local, national and international autism conferences

JPMORGAN PRIVATE BANK Newark DE and New York City, NY 1981 to 2006,

VP Organizational Change and US Training Manager – managed team of 14 professionals

•Designed, built, and implemented comprehensive six-week new hire training program for Account Officers in five US cities using blended learning programs (instructor led, simulations, eLearning, webinars, online testing and feedback). Responsibilities were expanded to include the recruitment and placement process for all new client service staff, as well as performance and salary administration for new and current staff. ADDIE model used for course and material development. Level 1, 2, 3, and 4 of Kirkpatrick model used for evaluation.

•Designed and built first Quality Assurance program (Voice of Client) for US PB Client Service

•Developed training strategy for merger integration in PB Client Service, including culture changes for both firms

•Hired to build first out of state bank in Delaware, hire and train new staff, manage implementation of new organization wide computer systems, manage desktop application support team.

•Implemented Program Management Office (PMO) for major systems initiatives and change management for merger activities

•Implemented new Commissions System for Trust and Custody products on time and on budget

•Managed relocation of five operations departments from NY to Delaware on time and under budget

•Delivered RFP, selected vendor, and implemented Newtrend Deposit, Customer, MMIA and Profitability systems on time and under budget

EDUCATION

Master of Business Administration (MBA) in Finance – 1982, and Bachelor of Science (BS) in Accounting – 1979, University of Delaware - Newark, DE

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