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Facilitator Summary for Stuart S., Mr,

Location
Metro AreaAtlanta, GA  
Miles From Metro Area10 
Facilitation Credentials
DesignationFacilitator 
Year Began Facilitation1990 
Certified Master Year 
Associate Master Year 
IAF Certified Year 
Certified Training Year 
Daily Billing Rate$2,900 
Non-Profit/Govt Billing Rate$2,610 
Core Service Areas
1.Consulting: Change Management 
2.Consulting: Information Systems Facilitation 
3.Consulting: Process Improvement 
4.Training: Advanced Presentation Skills 
5.Training: Leadership Development 
Standard Bio
Stuart is a results-focused facilitation, training and quality professional. Stuart is a Certified Professional Facilitator (CPF) and is working towards his Certified Master Facilitator (CMF) designation. In the past 20 years, he has worked in a variety of organization settings to include the US military, higher education, criminal justice, state government and private and public companies. Stuart started facilitating small-group leadership programs in 1990 and now focuses his facilitation practice on helping people and organizations improve and deal with change. His specialty is helping organizations improve product and service quality by learning new skills (from basic problem-solving to Six Sigma), changing leadership behaviors and addressing systemic barriers (performance management, reward programs, reporting structures) and cultural issues (values, beliefs and behaviors) that impede change. He also has solid experience helping organizations both install and realize the benefits of new CRM and ERP technology systems. Stuart is a customer-oriented professional with an in-depth understanding of systems theory, how people work most effectively in organizations and process variation. He has an extensive training background with a M.Ed. in Adult Education from Seattle University. He holds the following professional certifications: Professional of Human Resources (PHR), Certified Quality Manger (CQM). Talent areas include: •Change Management •Group Facilitation •Quality program deployment (trained as a Six Sigma – Black Belt & Champion) •Training and Development •Human Resources •Shared Services Deployment •Project Team Development •Leadership Coaching •Project/Program Management

Facilitation Style
Stuart has a very engaging and energetic facilitation style and he successfully connects with people at all organizational levels from the C-suite to front-line manufacturing employees. He is also a disciplined and process-driven facilitator who keeps the group’s focus on achieving session goals and producing meaningful and useful deliverables. He leverages his insight and experience with groups to help them create their own solutions that are realistic and achievable. Stuart employs experientially-based activities so participants gain new insights and break down old behavior patterns in order to solve complex problems. He makes appropriate use of humor (makes fun of himself!) and is willing to surface and facilitate through potential areas of disagreement and conflict.
Service Area Expertise
Service Self Rating Last Engagement Sample Clients Bio
Consulting: Change Management  4.0 Expert - 5 or more engagements; can train others  2008  WA State Department of Veterans Affairs John Harland Co. Barclay Dean Co. Grizzard Direct Marketing Co.   Worked as independent Change Agent or part of a change management team to facilitate change associated with either technology installation, process improvement or organizational redesign. Created deliverables in one-to-one, small and large group meetings and work sessions; deliverables included; Change Charter (description of all aspects of the change project), sponsorship and influence planning documents, project status reporting, risk assessment and risk management, communications plans, training plans, and role and responsibility design.  
Consulting: Information Systems Facilitation  3.5 Proficient+  2007  John Harland Co. Grizzard Direct Marketing Co.   Worked with or led IT and business-owner teams working on CRM and ERP projects, (Siebel, sf.com and MS Great Plains) to create required deliverables in support of overall project accomplishment. Created deliverables in one-to-one, small and large group meetings and work sessions; deliverables included; project charter, project plan (Work Breakdown Structure), business requirements, risk assessment and management and project status reporting.  
Consulting: Process Improvement  4.0 Expert - 5 or more engagements; can train others  2008  John Harland Co. Grizzard Direct Marketing Co. Barclay Dean Co.   Worked with or led teams working on process improvement projects to improve the quality of both products and services, reduce cost and streamline operations (inclusive of SG&A, call center and manufacturing operations). Created deliverables in one-to-one, small and large group meetings and work sessions; deliverables included; customer requirements, team and project charters, 7-step problem solving action plan, process maps, Pareto, Run and Control Charts; Cause and Effect, Affinity and Fish Bone diagrams; Prioritization and Responsibility Matrices,  
Training: Advanced Presentation Skills  4.0 Expert - 5 or more engagements; can train others  2006  US Army WA State Department of Veterans Affairs Pierce College Sperion Staffing Dekalb Technical College John Harland Co.  Hold a BS in Occupational Education (SIU-C) and an MEd. in Adult Education (Seattle University). Trained in various setting over the past 20 years. Developed and delivered +50 training programs in leadership, communications, quality and interpersonal skills ranging from 1 hr to 5 days in length. Designed and developed skill-based and basic and advanced presentation skills courses. Trainer and training instructor and Small Group Facilitator at two of the Army’s premiere leadership courses; the Primary Leadership Course and the Basic Leadership Course for Non-Commissioned Officers. Stuart helped influence the Army’s approach to leadership training and his trainer preparation course was recognized as the most effective course offered in the US Army. 
Training: Leadership Development  4.0 Expert - 5 or more engagements; can train others  2006  US Army WA State Department of Veterans Affairs John Harland Co.   Leadership Training 1994 Co-developed and delivered LeadershipSolutions! ™ . LeadershipSolutions! develops leadership competencies in participants by introducing a leadership theory or concept, discussing relevant examples from the participant’s workplace experience, learning and then applying new skills in experiential exercises and receiving feedback on skill mastery. The course is extremely demanding and participants complete assignments such as individual development plans, reading assignments and action planning outside of the training environment. The 5-day course is presented in sequential modules. LS! can be easily customized to address specific individual, team and organizational needs. This includes presenting modules as separate training events. All participants develop individual action plans and typically chose a common organizational issue to work on as a capstone exercise. Quality training 2003-06 Developed and delivered three-levels of quality improvement education and training. Senior leadership education based on Dr. Demings’ System of Profound Knowledge; Systems Leadership, Understanding Business and Process Variation, Leading People, and Continual Learning and Growing. Process improvement leader training included: organizing and leading a business or process improvement team, understanding and measuring customer requirements, structured problem-identification and resolution, use of process improvement tools (process maps, waste identification methods), interpersonal skills (communications, resolving conflict) and basic project management. Process improvement team members training included: participating on a team, structured problem-identification and resolution, use of process improvement tools (process map, waste identification methods), and interpersonal skills (communications, resolving conflict).  
Projects
Service Industry Engagement Title Engagement Date Organization
Consulting: Strategic Planning  Information Technology  Strategic Planning  5/19/2009  Pixstar 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Training: Project Leadership  Health Care  Medicaid and Medicare certification  8/1/1994  WA State Deptment of Veterans Affairs 
Consulting: Organizational Development   Government  OST - Envisioning a New Future in Corrections  10/15/1995  McNeil Island Corrections Center 
Training: Project Leadership  Manufacturing  LeadershipSolutions!  3/1/1999  John Harland - HBS Business Unit 
Consulting: Change Management  Finance, Insurance, Real Estate  HC2 - Siebel CRM Implementation  8/1/2001  John Harland - Corporate IT 
Training: Sales Training  Finance, Insurance, Real Estate  Helping Customers Buy  1/1/2003  John Harland - Atlanta and Salt Lake Call Center 
Training: Consensus Building  Finance, Insurance, Real Estate  User Consensus Buying  10/1/2003  John Harland - Centralized Procurement  
Training: Quality Training  Manufacturing  Waste Workshops  8/1/2005  John Harland - Manufacturing, FL and SC 
Consulting: Organizational Development   Finance, Insurance, Real Estate  Shared Services Deployment  6/1/2004  John Harland - Printed Products Division 
Training: Quality Training  Finance, Insurance, Real Estate  Strategic Quality Management  6/1/2003  John Harland - Printed Products Division 
Training: Effective Facilitator  Professional and Business Services  Effective Facilitator  6/1/2006  Leadership Strategies 
Consulting: Meeting Facilitation  Other Non-Profits  UW Investment Planning  4/1/2007  United Way 
Training: Strategic Planning  Government  Red Stone Army Arsenal Strategic Plan  5/1/2007  Red Stone Army Arsenal 
Consulting: Meeting Facilitation  Government  Consultation on Influenza Surveillance in the US   11/1/2006  Centers for Disease Control 
Training: Quality Training  Wholesale/Retail  Strategic Quality Management   9/1/2007  Barclay Dean 
Consulting: Change Management  Broadcasting & Publishing  Enterprise Systems Operating Procedures  2/1/2007  Grizzard Communications - Direct Marketing  
Consulting: Meeting Facilitation  Associations  Annual Retreat  3/11/2008  CALEA 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Strategic Planning  Information Technology  Learning Council  4/1/2008  Autotrader.com 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Meeting Facilitation  Government  DLS Project Session  8/19/2008  Department of Drivers Services 
Consulting: Meeting Facilitation  Information Technology  Meeting Facilitation  8/31/2008  Zebra Crossing 
Consulting: Meeting Facilitation  Information Technology  Meeting Facilitation   6/19/2008  Zebra Crossing 
Consulting: Strategic Planning  Manufacturing  Strategic Planning  10/31/2008  Pacesetter Steel Service 
Consulting: Strategic Planning  Manufacturing  Strategic Planning  11/25/2008  Pacesetter Steel Service 
Consulting: Strategic Planning  Manufacturing  Strategic Planning  12/31/2008  Pacesetter Steel Service 
Consulting: Board Facilitation  Associations  2008 SP Meeting  10/12/2008  Internation Association of Animal Health 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Strategic Planning  Manufacturing  Strategic Planning  1/30/2009  Pacesetter Steel Service 
Consulting: Strategic Planning  Manufacturing  Strategic Planning  2/27/2009  Pacesetter Steel Service 
Consulting: Meeting Facilitation  Government  IT Section Manager   7/15/2008  Department of Drivers Services 
Consulting: Meeting Facilitation  Associations  Executive Director  11/18/2008  Internation Association of Animal Health 
Client feedback received on this project:
Rating for this facilitator:
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Meeting Facilitation  Government  Meeting Facilitation  4/29/2009  Redstone Arsenal 
Training: Masterful Meetings  Information Technology  Masterful Meetings  5/13/2008  Autotrader.com 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Project Planning  Other Non-Profits  Executive Director  5/20/2009  The Directors Council 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Strategic Planning  Manufacturing  Strategic Planning  9/29/2008  Pacesetter Steel Service 
Consulting: Meeting Facilitation  Information Technology  Meeting Facilitation  9/1/2008  Zebra Crossing 
Consulting: Strategic Planning  Other Non-Profits  Strategic Planning  9/10/2008  Care USA 
Training: Coaching Training  Government  OCAP Focus Group Training  2/24/2009  U.S. Department of Veteran's Affairs 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Strategic Planning  Manufacturing  Strategic Planning  3/31/2009  Pacesetter Steel Service 
Consulting: Strategic Planning  Manufacturing  Strategic Planning  4/29/2009  Pacesetter Steel Service 
Consulting: Strategic Planning  Associations  Strategic Planning  2/5/2010  International Ocean Institute 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Community Engagement  Utilities, Telecommunications  Energy Summit  4/6/2009  Duke Energy 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Strategic Planning  Government  Strategic Planning  6/17/2010  Piedmont Workforce Development 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Strategic Planning  Transportation  Strategic Planning  2/8/2010  Suddath 
Client feedback received on this project:
Rating for this facilitator: Satisfied
Satisfaction with outcome: Satisfied
Overall satisfaction: Satisfied
Would recommend this facilitator: Yes
Client comments:
Consulting: Meeting Facilitation  Government  DELTA Meeting  6/4/2010  CDC-Division of Violence Prevention 
Client feedback received on this project:
Rating for this facilitator: Highly Satisfied
Satisfaction with outcome: Highly Satisfied
Overall satisfaction: Highly Satisfied
Would recommend this facilitator: Yes
Client comments:
References
Service Industry Engagement Title Last Engagement Client Organization
Consulting: Meeting Facilitation  Other Non-Profits  UW Investment Meeting  2007  United Way 
Consulting: Change Management  Broadcasting & Publishing  ESOP Deployment  2007  Grizzard Communications 
Training: Quality Training  Wholesale/Retail  Strategic Quality Leadership  2007  Barclay Dean 
Consulting: Information Systems Facilitation  Finance, Insurance, Real Estate  HC2 Deployment   2003  John Harland 
Consulting: Process Improvement  Manufacturing  Strategic Quality Management  2006  John Harland 
Training: Advanced Presentation Skills  Health Care  Medicaid and Medicare Certification  1993  WA State Department of Veterans Affairs 

 

 
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