Workforce Performance/Training/Learning and Development

JOE HALPIN

Workforce Performance Leader

San Francisco Bay Area, CA 707-***-**** ***@**********.*** LinkedIn joe.thehalpins.net Strategic workforce learning and development leader with over 20 years of experience leading performance, training, process, operations, and accomplishment-based talent development, specializing in driving continuous improvement initiatives. Proven track record of success in enhancing workforce performance by strategically aligning development with business-critical deliverables. Skilled in identifying key work outputs that impact business results and managing and scaling targeted improvement initiatives.

Expertise: Learning and Development, Human Performance, Performance Analysis, Continuous Improvement, Project Management, People/Vendor Management, Leadership, Instructional Design, ISD Tools and Methodologies, Training Strategy, Relationship Management, Team Building and Collaboration, Stakeholder Management, LMS, HRIS, CMS, KM, Strategic Planning, Cross-Functional Coordination, On-boarding and Engagement, Micro-Learning, E-Learning Development, ILT, vILT, Data Analysis, Business Intelligence, Technology Integration, Technical Training, Problem Solving, Decision Making, Coaching, 5S, Lean, Process Standardization, Performance Optimization, Augmented/Virtual Reality, AI Tools, Performance Chain, Six Boxes

Career Accomplishments

o Co-Creator of the Brandon Hall award-winning SmartTrainer eLearning platform. o Co-Architect and product manager of award-winning SherpaLearning eLearning platform. o Chief architect and product manager of JobAider knowledge-sharing Android/iOS app. o Enablement lead for sales, service, knowledge, supply chain, LMS, and ERP deployments including Ariba, Zendesk, Confluence, Oracle ERP, PLM, Documentum, Salesforce, MS Dynamics, SAP, Saba, and Schoox. o Expert at standardizing processes and procedures for highly critical workforce outputs including drug research, manufacturing, medical devices, clinical management, document management, and governance Recent Professional Experience

Infosys September 2024 - Current

Contract Consultant

o Process, change, and enablement consultant for global CRM, Project Management, and ERP system implementation and adoption.

Lyell Immunopharma January 2021 – November 2023

Manager (Head), Training and Continuous Improvement o Designed and built the enterprise-wide learning and development vision and strategy that enabled a high performing leadership culture through continuous improvement programs. o Spearheaded training and continuous improvement capabilities and processes from the ground-up, including alignment, performance analysis, instructional design, development, delivery, measurement, management, and tools and technology.

o Orchestrated standards and control of all corporate policies, operational documents, compliance requirements, and learning strategy by leading cross-functional governance teams to define and operationalize enterprise-wide standards.

o 100% of full-time staff continuously met stakeholder expectations and regulatory compliance requirements by standardizing training strategy, tools, and methods for GxP operations. o Collaborated cross-functionally to implement and sustain with lean tools and training for PDCA, problem-solving, decision making, Kaizen, waste reduction, standards, visual tools, Gemba, and 5- Whys.

o Led Standardization and control of 100% of training content by aligning with a cross-functional team to implement, configure, and support 2 LMSs.

JOE HALPIN

Workforce Performance Leader

San Francisco, CA 707-***-**** ***@**********.*** o Created and managed learning and development communication plan across multiple channels including company newsletter, Slack, internal wiki, all-hands, and daily/weekly tier huddles. o Accelerated issue escalation, resolution, and decision making from several weeks to less than 7-days by implementing Plan Do Check Act daily management and identifying KPIs to which daily work outputs and training are linked.

o Scaled manufacturing teams from 8/7 to 24/7 operation with a 30% reduction in new-hire on-boarding by reducing training cycle time, continuously improving and prioritizing process training, scaling the training team with train-the-trainer, and creating personalized learning paths. o Launched clinical trials for three therapies by establishing an L&D infrastructure and curricula that enabled the workforce to facilitate the transfer of three novel therapies from research to process development to manufacturing to clinicians for patient dosing. o Scaled operations in less than two years to support therapy manufacturing for successful clinical trial launch by onboarding and enabling 120 additional staff. o Implemented and trained 80-lab workers and lab leaders on standard work and 5S, contributing to

$1M in operational savings by eliminating waste, including over stock and unused equipment o Initiated and enabled 5S across the organization, developed Smartsheet 5S audit checklist and dashboards that roll-up results for leaders, led a standard for managing all laboratories and cleanrooms.

o Developed and managed all the SOPs for a clinical research protocol and developed, administered, and managed the compliance and training curricula, including sample receipt, shipment, storage, and processing at all clinical and research sites, and sample cataloguing. o Designed, developed, and reviewed work instructions, SOPs and on-demand learning for multiple enterprise systems including Oracle Supply Chain and ERP, Smartsheet, Equipment Management, Cybersecurity, MES, and LIMS.

o Instructionally designed and developed in Storyline an eLearning program and curricula for a clinical trial and patient management system used to manage all clinical sites, patients, and patient material. This included apheresis collections, TIL, collections, clinical site user management, clinical site user setup, clinical patient management.

o Led team in developing and implementing clinical site onboarding and training program in collaboration with a cross-functional team, leading to the successful launch of clinical sites to support clinical trials.

o Instructionally designed, developed, and produced using Storyline an eLearning program for how to cool, package, and ship samples leading to the successful delivery of all clinical trial patient material to the manufacturing site.

o Own, manage, and support the corporate UKG/Schoox LMS, leading to successful delivery of training programs and analysis of training data for the organization. o Standardize LMS processes and procedures for all LMS administrators and training managers leading to the successful organization and management of training content and data. o Configured and administered Adobe Learning Manager to support eLearning programs for clinical trial sites.

JOE HALPIN

Workforce Performance Leader

San Francisco, CA 707-***-**** ***@**********.*** o Continuously analyze training data to determine if stakeholder requirements are met, investment criteria achieved, and appropriate work outputs and business results are impacted o Led development of a technical skills and competencies initiative enabling capability insight, core skill and gap identification, upskilling and cross-training plans, and strategizing on scale and future capability.

Grove Collaborative December 2019 – October 2020

Manager of Training

o Developed, coached, and managed a training team to enable reliable instructional development of content using valid customer scenarios and experiences, resulting in reliable and consistent delivery of training.

o Transformed content development practices using an instructional systems design model and established standards for design, development, implementation, delivery, management, and reporting. o Aligned 100% of training objectives with OKRs through ongoing operational needs analysis. o Maximized intelligence for decision making by linking learning data with customer service KPIs. o Accelerated customer support training outcomes and impact by streamlining training content, reducing training days, and adding referenceable resources to support day one performance. o Linked all support and fulfillment center training outcomes to OKRs focusing impact on business results. o Scaled support and fulfillment center operations resulting in a 70% decrease in customer support representative ramp up and transitioning content delivery to micro-learning supported by side-by-side coaching.

o Architected training and performance analyses by linking skills training to company OKRs and tracking data by deploying a learning record store.

o Increased by 75% training options and accessibility by supplementing ILT with eLearning, vILT, and a knowledge base developed in Confluence.

o Implement performance analysis practices to assess customer service skills, knowledge, and on-the-job application establishing the link between performance interventions and business results. o Analyze organization wide data sources to gain insight on performance needs, performance support impact, and how changing business goals will shape training and performance. o Assess technology needs to support design, development, and implementation of training and performance support solutions.

o Manage skills and knowledge training roadmap for the customer service team. o Work with department leadership and financial counterparts to minimize costs and develop a long-term training plan.

o Contribute to developing the strategy for the self-help knowledge base infrastructure and content using enterprise applications (Confluence, Slack, and Zendesk) o Based on input from leadership and internal business partners, contribute to developing policy for customer service leading to improved processes and impact on business results o Collaborated with DevOps team to develop an on-demand learning site including a learning record store for the customer service team.

o Create a performance task matrix linked to performance maps and business impacts JOE HALPIN

Workforce Performance Leader

San Francisco, CA 707-***-**** ***@**********.*** Peregrine Performance Group January 2007 – December 2019 Co-Founder, Principal Workforce Training Consultant o Co-founded in-demand learning and development consulting firm that established long-standing and trusted advisor relationships with multi-national Fortune 500 clientele o Supported by technology implementations, scaled and streamlined operations to meet client demand. o Scaled resources to meet client demand deploying and managing multiple design and development teams that included IDs, eLearning developers, graphic artists, and programmers. o Managed recruiting, hiring, comp and benefits, legal, finances, and technology. o Established processes for budgets, payroll, insurance, contracts, legal, and financial controls. o Strategized with client leaders on L&D, performance, process, and continuous improvement. o Managed relationships with multi-national clients including SAP, Roche/Genentech, Coca-Cola, Hilton, Marriott, Demandbase, and GoDaddy, serving their learning and performance improvement needs globally.

o Reduced Coca-Cola’s merchandiser turnover by 60% and the cost of each lost merchandiser by $700k with enhanced opportunities for upward mobility enabled by a revamped merchandiser onboarding, coaching, and training curriculum.

o Cultivated Hilton’s #1 customer satisfaction rank with a standardized development and change program.

o Increased revenue and loyalty of Marriott’s Arab guests in the Middle East with a customer-focused development and change initiative.

o Multi-year consulting partner with SAP. Led initiatives that improved training and streamlined processes for on-boarding, high-performing future leaders, and DEI. o Multi-year consulting partner with Roche/Genentech. Led key projects impacting workforce performance including document management, pharmacovigilance, 6 Sigma, and manufacturing governance.

o Led technology enablement initiatives, including document management, pharmacovigilance, sales forecasting, workforce management, product lifecycle management, emergency response, learning management, and marketing automation.

o Cultivated and nurtured relationships with partners, vendors, and resources to ensure performance excellence, cohesion, and efficiency in project execution. o Developed and launched the JobAider™ app, overseeing ideation, concept development, and the entire lifecycle; achieved 125 active evaluations and launched 2 private-labeled versions. o Frequent presenter at national, regional, and local conferences and events. Topics included gaming and gamification, job-aids, analytics, and mobile learning. JOE HALPIN

Workforce Performance Leader

San Francisco, CA 707-***-**** ***@**********.*** Education, Certifications, Affiliations, and Board Memberships Master of Arts in Instructional Technology, San Francisco State University Bachelor of Science in Corporate Communications, Ithaca College Certifications

• Performance Practitioner – The Performance Thinking Network

• Front End Analysis – Human Performance

• Lean Six Sigma Green Belt – Earnings Performance Group Affiliations and Board Memberships

• Sebastopol Porchfest Association – Co-Founder and Board Member (July 2024 – Present)

• Food for Thought – Volunteer (January 2023 – Present)

• Analy High School Education Foundation – Member and Board Chair (September 2012 – June 2016) Presentations

• Damn Good Job Aids – ATD Golden Gate, ATD North Bay, ATD NYC, ATD SF East Bay, ATD Southern California Regional Conference, ATD TechKnowledge Conference

• Games and Gamification – ATD North Bay and ATD SF East Bay

• Training Data and Analytics – ATD North Bay, ATD SF East Bay, ATD Orange County, ISPI San Francisco

• xAPI In Practice: Mobile Performance Support – ATD TechKnowledge, ATD Atlanta

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