Learning and Development Director

Steven P. Ortiz, CPTM ************@*****.*** • +1-346-***-****

linkedin.com/in/stevenportiz • Houston, Texas

Accomplished and results-driven leader with repeated success exceeding expectations within the training industry A versatile professional with a robust base of industry-relevant knowledge necessary to maximize the efficiency, effectiveness, and outcomes of employee development, manage training organizations, and strategically align learning and development programs to the needs of the business. Proven ability to engage cross-functionally to envision, define, integrate, and optimize cutting-edge platforms and critical resources needed to deliver first-rate learning and development programs. Areas of Expertise

Learning Strategy and Execution Instructional Design and Project Management Learning Measurement, Evaluation, and Reporting Multi-Modal Learning Programs Content Development Techniques and Tools Curriculum and Learning Path Design Accomplishments

• Applied learning and development expertise to consult engineers, scientists, and subject experts during the design and development of personalized, sequenced training paths from needs assessment to delivery, integrating behavioral analysis insights with practical adult-learning principles to enhance learning outcomes of internal- and customer-facing training.

• Introduced OpenAI GPT models, Anthropic's Claude, AI-based text-to-speech engines, machine learning algorithms, natural language processing (NLP), and statistical analysis models to measure and improve programs, reduce back-office process time by over 80%, boost training impact by 15%, and curtail content redundancies over 40%.

• Exhibited unmatched diligence and impeccable leadership in independently initiating and directing Saudi Aramco Upstream Professional Development Center's first and second five-year ACCET accreditation of the organization's training framework.

• Recognized for trusted expertise in vital processes and disciplines, including strategic business planning, qualitative and quantitative analysis, and life cycle project planning in training organizations. Career Experience

Impact Driven Training – Houston, Texas, US 8/2024 – Present Principle Consultant Chief Learning Office

Principle consultant in learning & development for professional, technical, and operational roles, focused on developing learning frameworks to deliver high-impact training solutions that drive business results. Best known for providing strategic insights and expertise gained in the energy industry, specializing in instructional outcomes, learning paths, and solutions aligned to organizational objectives. Specialize in processes that enhance learning effectiveness.

• Align learning strategies with business goals, conduct needs assessments, and develop comprehensive learning evaluation frameworks.

Precision Drilling Corporation – Field Training & Development, Houston, Texas, US 6/2022 – 8/2024 Senior Manager, Field Training & Development US

Drove the strategy, design, development, and delivery of foundational, regulatory, and technical competency-based training to develop proficient and domain leaders from rig hands to technicians. Successfully evaluated training requests to determine required outcomes and allocate resources for effective learning, positively impacting training investment. Articulated training performance insights through impact reports, presentations, and discussions with training governance.

• Oversaw performance-based training aligned to the business and evaluated using on-the-job assessment to ensure the application of learning to meet the needs of crew members and the Operations, HSE, and HR organizations.

• Moved training reach from 70% to over 90% and learning transfer rate (proficiency) to over 85%.

• Directed a $6M training budget on training interventions that improved performance linked to business results.

• Spearheaded the application of generative AI technologies to enhance gap assessment, content design, development, instructional methods, assessments, and evaluation to boost productivity by over 80%.

Saudi Aramco - Upstream Professional Development Center, Dhahran, Eastern Province, Saudi Arabia 1/2010 – 6/2022

Strategic Planning & Special Projects Lead (1/2018 – 6/2022)

Balanced concurrent priorities in drafting organizational policies and communications, formulating and implementing strategic business and program plans, and guiding stimulating learning effectiveness studies. Conduct qualitative and quantitative learning analysis to identify critical variations in curriculum trends for over 3,500 professionals, 150 instructors, 600 classes, 350 courses, and 70 development profiles each year. Offer sound consultation to leaders that aided in decision making processes. Articulated operational performance insights through in-depth industry papers, enlightening panel discussions, and high-impact forum presentations to express complex concepts clearly and coherently.

• Held direct oversight of performance measures of a premier business-line academy valued at $30M annually, leading training data collection, analysis, and reporting functions.

• Applied learning data to improve the learning effectiveness of petroleum engineering and geoscience curricula.

• Drove internal instructor incentives, cutting annual vendor instructor costs by $3M.

• Generated a continuing five-year strategic plan, establishing learning ecosystem objectives through comprehensive analysis, integration, and consolidation.

Professional Development & Training Advisor (1/2017 – 1/2018) Produced original content in the demanding role of Chief Writer and Editor. Hosted engaging upstream onboarding soft-skills training activities, arranged performance metrics and analytics, and preserved academy accreditation status. Defined dashboard learning metrics, appraised staff performance, and pinpointed improvement areas.

• Applied exceedingly effective agile development techniques, strengthening operational efficiencies by 75%

Writer & Editor (1/2012 – 1/2017)

Assumed substantial responsibility as Subject Area Facilitator & Mentor, providing invaluable training services promoting business soft skills. Navigated far-reaching training design and development projects, coached and empowered instructors and technical advisors, scrutinized and modified curriculum and marketing content, and leveraged independent judgment to determine training material readiness. Demonstrated exemplary analytical abilities in curating learning performance metrics for key stakeholders. United with leading digital artists and high-performing post-production teams to create and incorporate visual elements to reinforce core subject matter.

• Built 3D and 2D learning technologies to support oil and gas well operations coursework

• Constructed applications and record stores, synchronizing SuccessFactors and SABA learning management systems

• Collaborated with leading digital artists and high-performing post-production teams to create and incorporate visual elements that reinforce core subject matter provided by subject experts.

• Administered SharePoint workspace and document/libraries

Senior Technical Writer Consultant (1/2010 – 1/2012)

Developed active learning content for 350 courses. Collaborated with Subject Matter Experts (SMEs) to design and build learning experiences supporting professional development in geoscience, petro-technical, engineering, and upstream computing. Owned all facets of technical documentation procedures for intricate upstream oil and gas content.

• Displayed stellar attention to detail in writing storyboards, scripts, and specifications for 3D classrooms and VR systems

Military Service

UNITED STATES NAVY, Honorable Discharge

Petty Officer First Class (E6), Cryptologic Equipment Maintenance Technician

Education

Master of Science in Global E-Learning (Organizational Learning and Technologies)

Texas A&M University Commerce, Commerce, Texas, 2017 – GPA: 3.9

Master of Arts in Adult Education, Curriculum, and Instruction University of Phoenix, Phoenix, Arizona, 2008 – GPA: 3.85

Bachelor of Science in Professional Writing

University of Houston - Downtown, Houston, Texas, 2000 – Magna Cum Laude – GPA: 3.78

Certifications

Certified Professional in Training Management (CPTM), Training Industry, 2018 – 2027

AI Essentials for Training Managers, June 2024

Leading Leadership Development, Training Industry, 2020 Managing Learning Program, Association for Talent Development (ATD), 2020 Managing Learning Technologies, Training Industry, 2020 Kirkpatrick Four Levels® Evaluation - Bronze Level, Kirkpatrick Partners, 2014

Affiliations

Professional International Member, Association for Talent Development (ATD), Present

Center for Talent Reporting, 2022 – Present

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