Agile Coach Project Management

W.J. TEEL

Ft Worth, TX ***** 918-***-**** ********@*****.*** www.linkedin.com/in/wj-teel-97b83a1

Management Executive and Consultant with expertise in Agile, SAFE, Agile Frameworks, Strategic planning, partnership development, program/project management, team building, technology management, operations management and process improvements. Leadership provided to clients demonstrated my success in orchestrating workflows across Teams and managing complex portfolios.

CERTIFIED IN SAFe 5.0 SPC, and 6.1 certified, CSM, CSPO and Lean Kanban

CAREER OVERVIEW

Transformation Agile Coach – American Century Investments Jan 2022– Present

Executive Agile Coach to provide Maturity Assessments for Portfolio, Program and Teams.

Deliver an Agile Transformation from waterfall to SAFE 6.0 with Agile Trains.

Developed holistic process for Maturity Analysis of each team.

Provided Coaching to Leadership and Teams.

Managing Principle - Capco Consulting August 2021– Jan 2023

Executive Agile Coach to provide an analysis and recommendations of the current intake process and recommend a Kanban approach for all new projects going forward.

Executive Agile Coach to deliver an Agile Transformation from waterfall to SAFE.

Developed holistic process for Maturity Analysis of each team.

Provided Coaching to Leadership and Teams.

Completed a Target Operating Model for Agile.

Completed a KPI inventory and action plan for prioritization and action.

Enterprise and Portfolio Agile Coach for Wells Fargo Bank April 2020– August 2021

Focus of Role: Portfolio Agile Coach to transform Marketing from Waterfall to Agile

Coach Internal Marketing Program in Portfolio/Program and Teams in the Agile SAFE model. I created 1 Portfolio 3 Programs and 9 teams moving from waterfall to Agile. In 9 months, all teams are delivering to their respective programs.

Work with Senior Directors to design the Portfolio approach that needs to be implemented at Wells Fargo for every aspect of Safe and Agile

Provide a complete analysis of their current portfolio processes and recommend a total Agile Transformation. This includes complete research of all existing processes, Development and Testing to include a new intake process

I am also supporting 5 Campaign teams using the agile framework using Epics and tasks as their work is time bound

Act as an RTE to create and manage PI sessions. To date I have completed 6 PI sessions with excellent results.

Expert at relationships and teaching teams to deliver on commitment

Enterprise and Portfolio Agile Coach for Capital One June 2019– April 2020

Focus of Role: Leadership in Plano, Coach Agile Train, and Scrum 3 teams including Dev Ops and new Product design and Product Stream Mapping. There was no management in Plano therefore I assumed that responsibility and as an Agile Delivery Lead (ADL) and Transformation Coach

Deliver Releases every two weeks and working to do them on a daily process as needed

Work with Senior Directors to design the Portfolio approach that needs to be implemented at Capital One for every aspect of Safe and Agile

Provide a complete analysis of their current portfolio processes and recommend a total Agile Transformation. This includes complete research of all existing processes, Development and Testing.

Metrics Training on JIRA for Executives and teams.

Training on Agile, Tools and Process for 120 people

Manage the PI Event planning sessions to ensure all aspects are running smoothly

Enterprise and Portfolio Agile Coach for Lockeed Martin Dec 2018–June 2019

Work with CIO and Directors to design the Portfolio approach that needs to be implemented at Lockeed Martin to include training for all Aero IT personnel on every aspect of Safe and Agile

Provide a complete analysis of their current Aeronautic portfolio processes and recommend a total Agile Transformation. This includes complete research of all existing processes, Development and Testing. This also included writing a complete training manual for new procedures and tools.

Training on Agile, Tools and Process for 225 people

Partner with technology to gain buy in and implement transformation plan

Manage the PI Event planning sessions

Implement Dev Ops model for Engineering

Enterprise and Portfolio Agile Coach for USAA Bank July 2018 – Dec 2018

Work with Senior Directors to transform them to the Portfolio Level to design a new process for the transformation and report status back to Senior Leadership.

Created and implemented a Kanban board for the prioritization and implementation of new ideas

This also included writing an Agile SOP manual for new procedures.

Metrics Training for Executives and teams

Training on Agile, Tools and Process for 150 people

Work with the development and testing teams to understand collaboration and team partnership

Partner with technology to gain buy in and implement transformation plan

Agile Transformation Coach – SD Solutions LLC Aug 2017 – June 2018

Department of Transportation – DOT

Provide a complete analysis of their current waterfall processes and recommend a total Agile Transformation to the Federal Highway division. This includes complete research of all existing processes, Development and Testing. This also included writing an Agile SOP manual for new procedures.

Training on Agile, Tools and Process for 150 people

Develop standard procedures to gain consistency across the organization.

Coach and Teach Scrum Masters to lead an Agile team

Work with the development and testing teams to understand collaboration and team partnership

Partner with CIO to gain buy in and implement transformation plan

Document waterfall practices and governance processes within the existing framework

In the end DOT decided not to transform to Agile due to Command and Control inside the organization and retirement of the CIO

Senior Consultant/Agile Coach – Capital One, Consultant Feb 2016 – Dec 2017

Agile Consultant Coach for the Commercial Bank working on the ABCD project to transform Technical/Operations along with booking and funding to straight thru processing thru POD management with Operations, Legal and legal documentation.

Manage 3 Agile teams – Two technical and one business to complete the transformation.

Senior Process/Agile Consultant for Capital One Bank to deliver process improvements to the booking process. This includes system enhancements as well as working with legal and operations to streamline the process for each Line of Business.

Transform the department by changing the strategic framework from waterfall to Agile on the business side. This also requires extensive training and change management techniques throughout the process.

Agile Leader, Trainer, Practitioner, Agile Change & Transformational Strategist with extensive experience in all aspects of Agile, Scaled Agile Framework (SAFe™) including Program/Project and Portfolio Management, as well as in development, design and consulting in the IT industry.

Collateral/Legal and documentation liaison and technical expert on Laser Pro.

Managing Director – Agile Coach - Teel Consulting Group 2015 – 2016

Fannie Mae

Scrum two teams and coach two teams leading them thru the Agile process. This includes training, metrics and standard procedures to gain consistency across the organization

Agile Consultant for Fannie Mae delivering transformation from waterfall to Agile.

Managing Director – Agile Coach - Teel Consulting Group

United States Patent & Trademark Office

Agile Consultant Coach for the United States Patent and Trademark Office

Agile Leader, Trainer, Practitioner, Agile Change & Transformational Strategist with extensive experience in all aspects of Agile, Scaled Agile Framework (SAFe™) including Program/Project and Portfolio Management, as well as in development design and consulting in the IT industry

Proven skills in the areas of developing and coaching high performing teams and acknowledged for outstanding leadership ability. Demonstrated ability to facilitate, think, lead and execute strategically and tactically, and is driven to achieve the best possible results.

Director – Capital One Retail Bank IT 2012 – 2015

Retail Bank IT supporting all of Consumer Deposits Marketing

Manage a team of 40 plus IT professionals on 8 Agile teams to support Marketing Product Introduction and Policy changes and upgrades.

Led my teams effectively from a Waterfall delivery environment to Agile delivery, addressing team skill gaps, new roles/responsibilities, and vendor challenges along the way.

Manage the projects at the VP level using my 25 years of banking experience to partner with the business to prioritize and implement successful on time and on budget projects.

Lead effort to reduce old processes and deliver quickly for the Consumer Bank.

SAFe Program Consultant (SPC)

Certified Scrum Master - Product Owner – Kanban

Vice President-Bank of Oklahoma

Business Application Technology/Development Manager 2008 – 2012

Responsible for the technology of ALL Loan applications which includes the Fidelity suite of Applications of ACBS and ALS additionally managed the Laser Pro application.

Direct conversions and software upgrades for all Loan Applications.

Managed IT Business Analysts/Project Manager to successfully launch new loan products.

Coordinated 8 direct reports overseeing up to 60 personnel.

Partner and work with Operations and Commercial Bank to complete enhancements, upgrades, acquisitions and new system purchases.

Vice President-HSBC CARD SERVICES

Business Systems Manager/PMO Management 2007-2008

Partner and work with Operations and Commercial Card to complete enhancements, upgrades, acquisitions and new system purchases.

Directed quarterly systems releases valued up to $30M per release; reviewed reports and presented findings to senior management.

United and drove marketing and IT department employees to successfully launch new credit card products.

Led systems project managers in high visibility technical projects.

Vice President -WELLS FARGO HOME EQUITY

Manager of Project Managers/PMO Management 2000-2007

Led systems project managers in high visibility technical projects.

Resourceful strategist who empowers high performance teams to maximize productivity and achieve corporate goals.

Led and managed projects valued up to $2M; developed and oversaw an $800K operating budget.

Ignited growth 40% by leading product introductions, penetrating key channels, and increasing competitive foothold.

Directed projects valued up to $2M; developed and managed an $800K operating budget.

Created and launched new home equity products on the SHAW System in close collaboration with the marketing department.

Nominated twice to serve as the Home Equity Division representative at the sales/service conference.

Achieved the highest management score in the Voice of the Team Survey for Wells Fargo Home Equity.

Managed the development of business project governance for integration into the existing investment decisioning process, significantly increasing efficiency.

Mentored and enabled the team to rank as the highest performing team in the Home Equity project management group by successfully completing the most complex projects into Wells Fargo business lines.

Vice President –JP MORGAN CHASE - AUTO FINANCE

Chief of Staff, National Sales and Underwriting Auto Finance 1998-2000

Operations Manager and Senior Project Manager

Led 75 employees in a matrix environment; conducted lending and servicing sales and underwriting.

Developed an automated program to track weekly and monthly sales and underwriting performance and compensation payout, increasing profitability.

Saved $6M per year by reducing sales/underwriting sited from 32 to 16.

Managed the construction of a $50M office building with a 600-person seating capacity; directed facility planning, floor layout, telecommunications, and technology.

Developed/oversaw a funding and booking operation in Akron, OH with 50 personnel and a $2M budget.

Reduced Auto Finance sales and underwriting sites from 32 to 16, delivering up to $6M in annual savings.

Directed the integration of First Chicago/NBD into Bank One for the entire Bank One Credit Company Auto Finance.

Coordinated and managed the consolidation of 4 collection sites into 2.

CREDENTIALS

Bachelor’s in Business Administration, Management-University of Texas/Texas Wesleyan

“…a quick study who readily grasps complex concepts…linking these concepts back to the larger business objectives to ensure the proposed concept is not only viable but…a commercial value as well.” Bruce Beck, Sr. VP, HSBC

“… WJ consistently makes it easy for us to do business with his team, which differentiates him as a true “Business Partner” that is paramount to our success.” Desiree Lyons, SVP, Bank of Oklahoma

“… WJ excels at relationship building with his business and technology partners, leveraging his many years of banking experience, his broad IT experience, and his notable interpersonal skills. WJ is a solid Agile Coach and manager and utilizes good problem-solving skills to overcome challenging delivery issues” Scott Richardson, VP, Capital One

Additional Professional Skills

Certified Scrum Master, Product Owner, Kanban and SAFe SPC 5.0 certified, and working on 6.0

System Expertise in Shaw, Fidelity (ALS and ACBS), ACAPS, Decision Pro, FileNet, LaserPro, Akcelerant, Collections and other loan and deposit related systems.

Trained in and taught:

Agile Overview and concepts for Stakeholders

Agile Coaching Bootcamps for Scrum Master and Product Owners

Leading SAFe

SAFe Product Owner/Product Manager

SAFe concepts for Portfolios

Launch Workshops for management

Agile 101

Story writing and Acceptance Criteria for Agile

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