Workforce Performance Leader and Innovations Architect

JOE HALPIN

Workforce Performance Leader

Sebastopol, CA 707-***-**** ***@**********.*** LinkedIn Portfolio Strategic workforce learning and development leader experienced with leading enablement, training, process improvement, operations, and accomplishment-based workforce 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, Logistics Planning and 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, eLearning 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 Founded and scaled two for-profit consultancies and a non-profit community-building arts association. o Scaled ops continuous improvement for biotech start up to support growth from 90 to 300 people o Co-architect of the Brandon Hall award-winning SmartTrainer eLearning platform, Co-Architect and product manager of award-winning SherpaLearning eLearning platform. Chief architect and product manager of JobAider knowledge-sharing mobile/web app. Led tech stack evaluation and selection, UI testing, customer on- boarding and success, customer provisioning, app white labeling, technical specifications and documentation, FAQs, bug tracking/reporting, and version control. o Built eLearning development and delivery strategy and processes for Philips iSite Medical Imaging system to enable customers, partners, and sales teams worldwide. o Enablement lead for sales, service, knowledge, supply chain, LMS, and ERP deployments including Ariba, Zendesk, Confluence, Oracle, 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, safety, medical devices, clinical management, document management, and governance. Recent Professional Experience

Sebastopol PorchFest Association February 2024 - Current Co-Founder, Board Member, Manager of Operations

o Established 501(c)(3) non-profit to support community building through music and arts. o Produce annual free music event featuring local musicians and artists that attracts 3000+ attendees. o Raised donations of $20,000+ to date by building relationships and support with the local business community, government, and like-minded foundations and non-profits. o Expanded access to critical information by creating and managing processes for accounting, promotional outreach, sponsors, volunteers, musicians, production staff, and vendors. o Implemented tech stack to support processes including WordPress, Google Workspace, AirTable, Odoo, Make, Softr, PayPal/Venmo, and Zapier.

o Manage web presence to facilitate communications and promotions. o Created CRM app that serves as a single source of truth, eliminates re-work, and consolidates tracking of donors, sponsors, vendors, artists, volunteers, ticketing, and event planning and production. JOE HALPIN

Workforce Performance Leader

Sebastopol, CA 707-***-**** ***@**********.*** Infosys September 2024 – January 2025

Contract Consultant

o Collaborated with team members and client to Implement a process, change, and enablement program for global CRM, Project Management, Manufacturing, and ERP system implementation and adoption. Delivered ITL curriculum that enabled 1000+ users resulting in standard customer management and relationship processes, an increase in compliance, and a reduced risk of unused manufacturing capacity.

Lyell Immunopharma January 2021 – November 2023

Manager (Head), Training and Continuous Improvement o Enabled operational workforce performance to support growth from 90 to 300 people, achieve an IPO in 2021, and launch three therapies in clinical trials. o In collaboration with the leadership team, 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 Built and managed the corporate compliance program and KPIs that resulted in 100% compliance with local, state, and federal requirements.

o Consulted with the HR team in developing a skills framework for leaders, people managers, and individual contributors resulting in a standard for developing job descriptions, evaluating potential hires, developing on-boarding plans, coaching and career development, measuring and evaluating work outputs, and advancement.

o Recruited and managed contract staff and managed contractor budget to meet financial requirements. o Collaborated with QA to orchestrate 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 Conducted GxP validation of training for all new and upgraded manufacturing systems, processes, and equipment implementations resulting in SOPs, training strategies, content, and programs for manufacturing teams that met compliance requirements and 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.

o Developed communication plan across multiple organizational channels leading to an increase in awareness of learning and compliance requirements and 25% increase in course completions. JOE HALPIN

Workforce Performance Leader

Sebastopol, CA 707-***-**** ***@**********.*** 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 on-boarding and enabling 120 additional staff. o Collaborated with EH&S team to Implement and train 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 clean rooms limiting safety incidents to less than one per month. 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 to enable manufacturing compliance for multiple enterprise systems including Oracle Supply Chain and ERP, Smartsheet, Equipment and Asset Management, cybersecurity, MES, and LIMS.. o To support the successful launch of all clinical trials, managed the design, development and implementation of programs and curricula for clinical site on-boarding, trial orientation, the trial and patient management system, and packing and shipping of patient material. 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.

o Continuously analyze performance 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 framework enabling capability insight, core skill and gap identification, up-skilling and cross-training plans, and strategizing on scale and future capability.

o Collaborated with IT team to develop a knowledge management site and structure resulting in access to 100% of corporate policy, standards, and SOPs.

Grove Collaborative December 2019 – October 2020

Manager of Training

JOE HALPIN

Workforce Performance Leader

Sebastopol, CA 707-***-**** ***@**********.*** o Led training of sales, service, and fulfillment teams producing $45m sales growth for the fiscal year. o Managed training team to enable instructional development of content using valid customer scenarios and experiences, resulting in reliable, measurable, and consistent delivery of customer support. 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 customer support training objectives with OKRs through ongoing operational needs analysis.

o Maximized intelligence for decision making by linking learning data with customer support 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 time to on-board customer support representatives by 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 Implemented performance analysis practices to assess customer support skills, knowledge, and on-the- job application establishing the link between successful customer outcomes and business results. o Analyze organization wide data sources to gain insight on performance needs, performance support impact, and how changing business goals will influence training and performance. o Assess technology needs to support design, development, and implementation of training and performance support solutions.

o Work with department leadership and financial counterparts to minimize costs and develop a long-term training road map.

o Collaborated with customer support teams to develop 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 policies for customer support 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 support team.

o Created a customer support task matrix linked to performance maps and business impacts 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 Met client demand by Implementing marketing, sales, and project management technology and tools to scale and streamline operations.

o Scaled resources to meet client demand by deploying and managing multiple design and development teams that included IDs, eLearning developers, graphic artists, and programmers. JOE HALPIN

Workforce Performance Leader

Sebastopol, CA 707-***-**** ***@**********.*** 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 initiatives, 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 sales 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 for customer facing teams across Hilton’s properties globally. 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 new hires and developed a skills framework and curriculum for high- performing future leaders.

o Multi-year consulting partner with Roche/Genentech. Led key projects impacting workforce performance including document management, pharmacovigilance, 6 Sigma, and manufacturing governance.

o Maintained Cisco’s leadership in network technology across five product lines by collaborating with subject-matter experts to develop an ILT and simulation-based sales engineer training curriculum that was implemented globally. Results included increased sales for the product lines, reduced implementation time for customers, and reduced problem resolutions. o Built the content development process and launched the Philips iSite medical imaging eLearning program family to support onboarding sales support engineers, technical support engineers, radiologists, and radiology technicians., propelling iSite to be the leading medical imaging system globally.

o Built the content development process and launched the Merck global supply chain management eLearning program resulting in a savings of $350 million in supply chain costs in the first year of deployment.

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

Sebastopol, 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, North Bay, NYC, SF East Bay, Southern California Regional Conference, and ATD TechKnowledge Conference

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

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

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

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