Strategic Workforce Performance Leader with 20+ Years Experience

Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio

.Strategic workforce performance leader with 20+ years of experience in training, enablement, process, and continuous improvement. Expert in developing and improving processes and programs that continuously enable people performance, as well as evaluating and implementing tools and technology for learning and job support. Strong communicator, systems thinker, and collaborator who builds and leads cross-functional teams. Extensive experience with knowledge management and building training solutions that enable employees, customers, and partners. Consultative and collaborative approach to developing initiatives that continuously support performance, meet stakeholder expectations, and impact business results. Expertise: Needs Analysis, Performance Analysis, Policy, Technical Documentation/SOPs, Learning and Development, Human Performance, Continuous Improvement, Project Management, People/Vendor Management, Leadership, Instructional Design, ISD Tools and Methodologies, Training Strategy, Relationship Management, Team Building and Collaboration, Stakeholder Management, Customer and Partner Enablement, LMS, HRIS Tools, CMS, KM, Strategic Planning, Cross-Functional Coordination, Onboarding and Engagement, eLearning Development, ILT, vILT, Business Intelligence Tools, Technology Integration, Problem Solving, Decision Making, Coaching, 5S, Lean, Process Standardization, Performance Optimization, Augmented/Virtual Reality, AI Tools, SQDEP, Performance Chain, Six Boxes Career Accomplishments

· Founded and scaled two for-profit consultancies and a non-profit community-building arts association.

· Scaled ops continuous improvement for biotech start up to support growth from 90 to 300 people. Series C to IPO.

· 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.

· Built learning technology, development, and delivery strategy and processes for Philips iSite Medical Imaging system to enable radiologists and radiologic technologists worldwide

· 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.

· 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 and Key Accomplishments Sebastopol PorchFest Association February 2024 - Current Co-Founder, Board Member, Manager of Operations

· Established 501(c)(3) non-profit to support community building through music and arts.

· Produce annual free music event featuring local musicians and artists that attracts 3000+ attendees.

· 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.

· Expanded access to critical information by creating and managing processes for accounting, promotional outreach, sponsors, volunteers, musicians, production staff, and vendors.

· Implemented tech stack to support processes including WordPress, Google Workspace, AirTable, Odoo, Make, Softr, PayPal/Venmo, and Zapier.

· Created CRM app that serves as a single source of truth, eliminates re-work, and consolidates tracking of donors, sponsors, vendors, artists, and volunteers. Infosys September 2024 – January 2025

Contract Consultant

· Collaborated with team members and client to Implement a process, change, and enablement program for Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio global CRM, Project Management, Manufacturing, and ERP system implementation and adoption. 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

Manager (Head), Training and Continuous Improvement January 2021 to November 2023

· Scaled ops continuous improvement to support growth - 90 to 300 people

· Enable operational workforce performance to achieve an IPO in 2021 and launch three therapies in clinical trials.

· Collaborate cross-functionally with senior leaders to identify, analyze, and prioritize opportunities that enable performance and continuous improvement that impacts business results.

· Deploy lean tools, training solutions, and technology to meet stakeholder requirements, expectations, and build a high performing learning and performance improvement culture.

· Managed multiple projects across functions including HR, supply chain, patient operations, research, manufacturing, facilities, quality, lab management, safety, process development, and compliance. Key Accomplishments:

· Led cross-functional learning and development governance team leading to company-wide policy, procedures, and processes for managing, administering, and assessing the impact of learning and training initiatives.

· Developed the enterprise-wide learning and development vision and strategy and built a high performing leadership culture through continuous improvement programs.

· Spearheaded GxP and non-GxP training and continuous improvement capabilities from the ground-up, including alignment, performance analysis, instructional design, development, delivery, measurement, management, and tools and technology.

· Recruited and managed contract training staff and managed contractor budget to meet financial requirements.

· 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.

· 100% of full-time staff continuously met stakeholder expectations and regulatory compliance requirements by standardizing training strategy, tools, and methods for GxP operations.

· 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.

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

· Created and managed learning and development communication plan across multiple channels including company newsletter, Slack, internal wiki, all-hands, and daily/weekly tier huddles.

· 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.

· Scaled solid-tumor cell therapy 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.

· Enabled launch of 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. Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio Grove Collaborative

· Scaled operations in less than two years to support therapy manufacturing for successful clinical trial launch by onboarding and enabling 120 additional staff.

· 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. Additional Responsibilities and Projects Include:

· Initiated and enabled 5S across the organization, developed Smartsheet 5S audit checklist and dashboards that roll-up results for leaders, lead to a standard for managing all laboratories and clean rooms.

· Developed and managed all the process 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.

· Designed, developed, and reviewed process 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, manufacturing instruments, MES, and LIMS.

· Designed and developed hybrid program and curricula for a clinical trial and patient management system for managing all clinical sites, patients, and patient material. This included apheresis collections, TIL, collections, clinical site user management, clinical site user setup, clinical patient management.

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

· Designed, developed, and produced program for how to cool, package, and ship samples leading to the successful delivery of all clinical trial patient material to the manufacturing site.

· Developed LTEM-based evaluation standard to measure training initiatives across eight tiers from learning to impact on work output.

· Manage and support the corporate UKG/Schoox LMS, leading to successful delivery of training programs and analysis of training data for the organization.

· Standardize processes and procedures for all LMS administrators and training managers leading to the successful organization and management of training content and data.

· Continuously managed and analyze training data to determine if stakeholder requirements are met, investment criteria achieved, and appropriate work outputs and business results are impacted.

· Developed enterprise-wide dashboard that tracked and reported all GxP and non-GxP training and safety requirements leading to informed compliance decisions.

· Partnered with Quality and IT teams to lead training evaluation and revisions for all manufacturing processes and system validations.

· 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.

· Led project to implement Blue Mountain RAM across manufacturing resulting in assets calibrated, maintained, and in compliance.

· Led manufacturing warehouse Kaizen leading to improved and compliant procedures for shipping, receiving, inventory, safety, material handling, finance, procurement, and disposition.

· Developed and managed on-boarding and training curriculum for all temporary and consulting personnel.

· Led development of 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. Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio Manager (Head) of Training December 2019 to October 2020

· Led training of sales, service, and fulfillment teams producing $45m sales growth for the fiscal year.

· Collaborate with operational leaders to launch the training function and analyze needs and prioritize opportunities that enable and continuously improve the performance of the Customer Happiness (call center) and fulfillment teams.

· Led the training team to design, develop, and deliver initiatives to scale and enable the workforce to support customers. Align training initiatives with operational and company OKRs. Key Accomplishments:

· 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.

· Transformed content development practices using an instructional systems design model and established standards for design, development, implementation, delivery, management, and reporting.

· Aligned 100% of training objectives with OKRs through ongoing operational needs analysis.

· Maximized intelligence for decision making by linking learning data with customer service KPIs.

· Accelerated customer support training outcomes and impact by streamlining training content, reducing training days, and adding referenceable resources to support day one performance.

· Linked all support and fulfillment center training outcomes to OKRs focusing impact on business results.

· 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.

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

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

Additional Responsibilities and Projects Include:

• Implement performance analysis practices to assess customer service skills, knowledge, and on-the-job application establishing the link between performance interventions and business results.

• Analyze organization wide data sources to gain insight on performance needs, performance support impact, and how changing business goals will influence training and performance.

• Assess technology needs to support design, development, and implementation of training and performance support solutions.

• Manage skills and knowledge training roadmap for the customer service team.

• Work with department leadership and financial counterparts to minimize costs and develop a long-term training plan.

• Collaborated with customer support to develop the strategy for the self-help knowledge base infrastructure and content using enterprise applications (Confluence, Slack, and Zendesk)

• 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

• Collaborated with DevOps team to develop an on-demand learning site including a learning record store for the customer service team.

• Create a performance task matrix linked to performance maps and business impacts. Peregrine Performance Group

Principal Workforce Consultant January 2007 to December 2019,

· Co-founded in-demand learning and development consulting firm that established long-standing and trusted advisor relationships with multi-national Fortune 500 clientele. Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio Key Accomplishments:

• Supported by technology implementations, scaled and streamlined operations to meet client demand.

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

• Managed recruiting, hiring, comp and benefits, legal, finances, vendors, and technology.

• Established processes for budgets, payroll, insurance, contracts, legal, and financial controls.

• Directed and completed more than ten major projects annually on-time and within budget.

• 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.

• Strategized with client leaders on L&D, performance, process, and continuous improvement.

• 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.

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

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

• 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.

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

• 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.

• 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.

• 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.

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

Additional Responsibilities and Projects Include:

• Cultivated and nurtured relationships with partners, vendors, and resources to ensure performance excellence, cohesion, and efficiency in project execution.

• Developed and launched the JobAider™ app, overseeing ideation, concept development, and the entire lifecycle; achieved 125 active evaluations and launched 2 private-labeled versions.

• Frequent presenter at national, regional, and local conferences and events. Topics included gaming and gamification, job-aids, analytics, and mobile learning. Additional Professional Experience

Earnings Performance Group, Short Hills, NJ

Learning Consulting Manager, 2003 – 2007

· Designed and developed training and process improvement solutions for clients and employees.

· Advised clients on strategic L&D initiatives and technology. Connaissance Consulting, Columbus, OH

Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio Learning and Performance Consulting Manager, 2002 – 2003

· Designed and developed training solutions for clients.

· Advised clients on strategic L&D initiatives and technology.

· Managed operation of SherpaLearning eLearning platform. Rapid Performance Systems, Inc., Los Gatos, CA

Co-Founder, Workforce Training Consultant, COO, 1997 – 2002

· Managed day-to-day business operations.

· Managed staff of fifteen designers and developers.

· Managed customer, partner, vendor, and resource relationships.

· Advised clients on strategic L&D initiatives and technology.

· Co-led $1m angel investment round to support development of SherpaLearning eLearning platform.

· Exited company with sale to Connaissance Consulting. 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 Example Consulting Engagements

Hilton – Design and Project Management

Hilton is one of the largest hospitality companies in the world. Hilton has had several initiatives targeting hotel-wide staff, including food and beverage and managers.

· Managed and created customer service trainings hospitality managers and their employees in the form guided job-aids. The guides help managers, during their pre-shift meetings with their employees (service workers), prime workers to pay attention to and use customer service and branding principles throughout their workdays. Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio

· As part of a worldwide roll-out of food and beverage manager training, created a facilitators guide for food and beverage trainers at Hilton’s luxury properties. It is a reference tool that provides delivery sequences, checklists for materials and equipment, presentation scripts and guidance on instructional activities. It served as the primary management tool for the multi-day manager training program.

· As a companion to a cultural awareness initiative for general managers across the world, managed and created eLearning videos for four of Hilton’s luxury brands. Features include motion graphics, professionally narrated voice over, and knowledge checks. The video helped general managers understand and model Hilton’s enterprise purpose—We Are Hilton, We Are Hospitality. Currently translating and creating the eLearning modules in five additional languages.

Marriott International – Design, Development, Project Management, Production Management Marriott is the largest hospitality company. Marriott has thirty brands and over 7000 locations worldwide. Marriott was interested in improving revenue and increasing loyalty of Marriott Hotels’ Arabic guests through development of a training program that addressed the major gaps, based on market research and observation, between how Arabic guests are, and would like to be, treated during their stay.

· Conducted analysis to determine audience characteristics, performance gaps, identify accomplished performers, and required level of proficiency.

· Created a scenario-based board game that was facilitated by managers and played with department staff. The scenarios were based on typical situations staff would encounter with Arab guests. Staff members needed to describe the appropriate behavior in response to each scenario. The game could be played over several sessions until each staff member had a chance to respond to each scenario. Managers could also use the game scenarios to work with staff members one-on-one or smaller groups.

· Arab loyalty at targeted hotels has increased but the client was unwilling to share by how much. Sungevity – Project Management, Analysis

National Solar systems and technology company was interested in a learning management system (LMS) to manage the learning, development, and enablement of their rapidly growing staff. The company was operating in three locations

(West Coast, Mid-West, and East Coast) and employed approximately 600 people. During the engagement, helped HR staff successfully evaluate, select, and implement a cloud based LMS and implementation vendor.

· Developed criteria with which to evaluate LMSs.

· Helped HR staff identify short-term, mid-term, and long-term needs in an LMS.

· Managed the evaluation of three LMSs considered by the company.

· Provided recommendation for the LMS that I felt met the criteria and needs of the company.

· Helped review LMS and implementation services contracts.

· Provided recommendations for the LMS implementation and roll-out.

· Recommended resource for LMS administrator role. Coca-Cola – Analysis, Design, Development, Project Management The Coca-Cola Company, the world’s most valuable and recognized brand, was updating their Merchandiser Onboarding Curriculum. As Coca-Cola proceeded with their re-design of the curriculum, they identified the need to partner with a learning and development firm that had an extensive background in rich-media development. Prior to the curriculum launch, Coca-Cola incurred significant costs each time they lost a merchandiser. As a result of the curriculum’s implementation, Coca-Cola was expecting to save a considerable amount by building an elite on-boarding program, retaining more merchandisers, and providing an opportunity for upward movement in the organization.

· Managed the project and acted as an overall instructional design consultant. Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio

· Guided a multi-phase approach that included the development, review, revision and implementation of print, video, and eLearning elements for the Merchandiser Onboarding Curriculum.

· Managed all resources, client relationships, and project tasks.

· Provided instructional design knowledge and guidance as design decisions impacted development. REACH Air Medical Services – Analysis, Project Management REACH is a critical care air transportation organization. The company is facing exponential changes to its infrastructure, personnel, processes, and regulatory compliance due to rapid growth. The company was interested in analyzing the current state of the company wide learning and development activities, resources, and capacity.

· Conducted front-end-analysis focused on:

o Current state of learning and development for each business area o Vision of the future state for each business area o Learning and development needs and gaps that exist.

· Investigated and confirmed learning and development needs: o Operational processes and procedures

o Management systems and structure

o Development tools

o Expertise needed based on current and future plans. o Resources

· Prepared report including gap matrix and recommendations that led to a high priority placed on the implementation of a learning management system and the related processes and procedures. Bank New York Mellon – Analysis, Design, Development Compensation and Benefits Blended Learning & Change Management: Global financial services company with 40,000 staff worldwide implemented Workscape Compensation Planner for all managers with direct reports as well as a new compensation philosophy.

· Partnered with Chief Administration Officer, HR Business Partners and business unit managers to identify goals and objectives for a five course “Pay for Performance” curriculum.

· Conducted a four-day analysis and design session for the “Pay for Performance” curriculum.

· Designed and developed five courses in the Pay for Performance curriculum that included a compensation introduction, HR Business Partner and Manager specific courses for the new compensation philosophy, a web- based learning course on how to use the Workscape system to plan compensation, and a web-based learning course on how managers manage their direct and indirect reports hierarchy Mindspeed - Analysis, Design, Development, Project Management

· Conducted a front-end analysis, developed technical documentation and eLearning modules, and delivered classroom training in support of the deployment of Agile’s (Oracle) Product Lifecycle Management (PLM) system.

· Developed a training and performance support solution, delivered classroom training sessions, developed eLearning modules, and created job aids that are relied on for just-in-time support and continuous improvement to support the deployment if an integrated, closed loop forecasting system based on SAP. Xerox Learning Services/ACS - Analysis, Design, Development, Project Management, Delivery Senior designer for learning services consulting company. Company has clients in private and government sector spanning all industries.

Joe Halpin

M.A.Ed.

Sebastopol, CA s 707-***-**** s ***@**********.*** s LinkedIn s portfolio Client was replacing forty plus customer and employee service systems with a web based single point of service contact system for both customers and employees.

· Conducted training needs analysis for service desk and request fulfillment information technology resources and internal customers.

· Analyzed policies, processes, and procedures that impacted service desk and request fulfillment training and aligned training solution with processes and procedures.

· Designed and Developed instructor led and online training content for service desk and request fulfillment training, including learning activities, assessments, and instructor guide.

· Conducted train the trainer workshops for client’s internal trainers.

· Managed, coordinated, and organized trainers and training sessions for internal information technology resources who piloted the service desk and request fulfillment system successfully. Client was looking to upgrade instructor led training course for their computer-aided dispatch (CAD) application.

· Conducted review of the four-day training course and developed recommendations for instructional

Contact this candidate