Working

RELEVANT PROFESSIONAL EXPERIENCE (last 10 years)
Managing Agile Coach & Executive Advisor @ TD Bank (full time position / remote)
January 2024 to current
Outcomes (WHY)
🔸 Improved Time to Market T2M
🔸 Improved Time to Value T2V
🔸 Improved Delivery Productivity
🔸 Improved Business Outcomes
🔸 Improved Customer Outcomes
(e.g. t/r NPS, CSat, T2CV)
🔸 Improved Employee Engagement
Methods (WHAT)
🔸 Designed and led org change initiatives, including Value / Product / Solution Streams, Agile Delivery / Release trains
🔸 Improved low-maturity OKR implementations
🔸 Mentored Product and Delivery Leaders
🔸 Led design of GenAI / LLM / Automation Solution Trains and Agile Release Trains
🔸 Patent proposal for Gen AI Loyalty Engine
Skills (HOW)
🔸 HCD Human-Centered Design / Figma
🔸 Agile Coaching / Methodologies
🔸 Organizational Design
🔸 Artificial Intelligence AI / Gen AI
🔸 AI Governance and Management
🔸 Objectives and Key Results (OKRs)
🔸 Change Management
Owner and Chief Transformation Officer @ Value Transformed Inc. (my own consulting practice)
January 2019 to June 2025 (two large contracts covered below)
Clients (WHO)
🔸 Diabetes Canada DC
🔸 Espanola Hospital & Care Center
🔸 Canadian Cancer Society CCA
🔸 Children Believe CB
🔸 Telus Canada
🔸 Manulife (covered below)
🔸 BMO (covered below)
Methods (WHAT & WHY)
🔸 Designed customer master journey to shift executive mindset and org culture (CCA)
🔸 Introduced and roll out annual OKRs with Quarterly OKR Updates to achieve higher impact during a pivotal year (Espanola)
🔸 Scaled Agile Framework SAFe training and Agile coaching to improve adoption (Telus)
🔸 Develop holistic 3-year IT strategy to guide technology and budget decisions (CB)
Skills (HOW)
🔸 Objectives and Key Results (OKRs)
🔸 Agile Coaching / Methodologies
🔸 Value Stream Mapping
🔸 AI / Gen AI Adoption and Innovation
🔸 AI Governance and Management
🔸 Staff Training Design and Delivery
🔸 IT / Digital Strategy
🔸 Microsoft Dynamics 365 CRM
Enterprise Agile Coach & Executive Advisor @ Manulife – Global Agile Office (12 months contract + multiple extensions)
August 2021 to October 2023
Outcomes (WHY)
🔸 Increase Customer Satisfaction via tNPs & rNPS (Value Stream design)
🔸 Increase Transparency & Delivery Predictability of Business Outcomes
🔸 Increase Productivity & Speed
🔸 Increase Staff Engagement Scores
🔸 Increase Capital Efficiency
🔸 Decrease Organizational Risk Scores
Methods (WHAT)
🔸 Designed + co-led workshops in Canada to shift to customer-centric Value Streams
🔸 Developed Global OKR Adoption Strategy
🔸 Activated OKR & OKR funding across Canada
🔸 AVP+ Executive Advisory and Coaching
🔸 Developed global Quarterly Planning & Agile Portfolio Management 🔸 eLearning courses
🔸 Evolved Finance & Risk Engagement Models
Skills (HOW)
🔸 Agile Coaching / Methodologies
🔸 Change Management
🔸 Objectives and Key Results (OKRs)
🔸 Value Stream Mapping
🔸 HCD Human-Centered Design / Figma
🔸 Organizational Design
🔸 Staff Training Design and Delivery
Agile Portfolio Coach @ BMO Bank of Montreal – Agile COE (12 months contract + multiple extensions)
February 2019 to August 2021
Outcomes (WHY)
🔸 Faster Product Time to Market
🔸 Faster New Team Startup Time
🔸 Increase Delivery Predictability
🔸 Increase Agile Team Productivity
🔸 Increase Agile Team Health
🔸 Increase Senior Leader Alignment
🔸 COVID recovery including Team Productivity, Stress, & Retention
Methods (WHAT)
🔸 Coaching Portfolio Leaders and Product Owners on Agile Product Planning
🔸 Introduced numerous Scaled Agile practices including Quarterly Big Room Planning
🔸 Co-authored self-serve Agile Playbook for bank-wide adoption of Agility during Covid
🔸 Delivered User Story Mapping, Design Sprints, Agile BDD, & other workshops
🔸 Trained & managed other Agile Coaches
Skills (HOW)
🔸 Agile Coaching / Methodologies
🔸 Thought Leadership
🔸 Conflict Resolution
🔸 Agile Software Development
🔸 HCD Human-Centered Design
🔸 Organizational Design
🔸 Product Discovery
🔸 Jira / Confluence
Director of Digital Transformation / Product Manager / Agile Coach @ World Vision Canada (full time position)
August 2015 to January 2019
Outcomes (WHY)
🔸 Increase Donations from Digital Sources (web / social / mobile)
🔸 Increase Lifetime Donor Value
🔸 Increase Customer Satisfaction
🔸 Increase Staff Engagement
🔸 Increase Team Accountability
🔸 Accelerate CRM User Adoption
🔸 Maintain Low IT Cost Ratio
Methods (WHAT)
🔸 Proposed, planned, and co-led implementation of new Digital division (combining Marketing & IT divisions)
🔸 Proposed and led 2-yr transformation to shift from division-centric to a value-centric and customer-centric culture
🔸 Introduced numerous Scaled Agile practices including Quarterly Big Room Planning
🔸 Implement Microsoft Dynamics 365 CRM
Skills (HOW)
🔸 Agile Coaching / Methodologies
🔸 Omni-Channel Marketing
🔸 Agile Software Development
🔸 Organizational Design
🔸 Business Strategy
🔸 Product Management
🔸 Microsoft Dynamics 365 CRM
🔸 Jira / Confluence
Manager of Digital Services / Product Manager / Privacy Officer @ Bond Brand Loyalty / Maritz Canada (full time position)
January 2014 to August 2015
Outcomes (WHY)
🔸 Increase Share of Wallet
(client: London Drugs)
🔸 Increase Customer loyalty
(client: Johnson & Johnson)
🔸 Increase Product Sales
(client: New Balance)
🔸 Increase Market Share
(client: Ford Automotive)
Methods (WHAT)
🔸 Loyalty Program strategy, technical requirements, platform rollout, customer experience design
🔸 Program management, email marketing, integrated campaigns, and impact reporting
🔸 Large multi-year international Loyalty program strategy for a global client
🔸 Part of team creating new client proposals
Skills (HOW)
🔸 Program Strategy
🔸 Product Discovery
🔸 Client Management
🔸 Conflict Resolution
🔸 CASL / Privacy Compliance
🔸 Agile Software Development
🔸 Team Management
🔸 Proprietary CRM
FORMAL EDUCATION & PROFESSIONAL CERTIFICATIONS
🔸 Kotter Change Management Consultant (Kotter Insititute)
🔸 LUMA Human-Centered Design Practitioner (LUMA Institute)
🔸 Spotify Practitioner (CRISP / Spotify Approved)
🔸 Kanban Coaching Professional KPM & KCP (Kanban University)
🔸 Scaled Agile Framework SAFe 4 & 5 & 6 Program Consultant SP
🔸 DMAC Certified Digital-First Marketer (Digital Marketing Academy)
🔸 Vendor Management (McMaster University)
🔸 Bachelor of Arts: Sociology, Social Research, & Social Psychology (University of Toronto)
SELF-EDUCATION
🔸 AI/GenAI Organizational Transformation, Innovation, and Change Management (SkillSoft / Microsoft)
🔸 AI/GenAI Risk Mitigation and Management (SkillSoft)
🔸 AI/GenAI for Product Managers and Marketing (SkillSoft)
🔸 Microsoft 365 Copilot Foundations / Bootcamp / Embrace responsible AI principles and practices (Microsoft)
🔸 Gemini for Google Cloud / Google AI Studio (Google)
🔸 Agentic AI Foundations / Frameworks / Agent Interaction Design (SkillSoft) AWS Cloud AI Practitioner (Skillsoft / Amazon)
🔸 Platforms: Chat GPT, Google Gemini / Studio, Deep AI, Anthropic Claude Haiku / Sonnet / Opus, n8n (Automation & Agentic AI)