Education
- Master of Business Administration; York University
- Master of Science; University of Toronto
- Bachelor of Arts; McMaster University
- Bachelor of Science; McMaster University
Security Clearance
· Government of Canada Secret Security Status
Experience
Strategy Formulation and Implementation
Strategic Planning
· Major involvement in the development over thirty strategic plans for a range of organizations. Industry sectors have included, for example: insurance, financial services, professional services, distributors, transportation, oil and gas, and health care.
This work included the identification of strategic thrusts for these organizations, identification of services to be offered, operational strategies, resource requirements, profitability analysis, etc.
Business Start-up
· Numerous studies involving the development of both private and public sector start up organizations – including sectors such as heath research, e-businesses, high tech, and medical & assistive devices.
eCommerce Strategy
· Developed operational strategies based on customer focused value drivers and including eCommerce strategy solutions.
Strategy Clarification
· Facilitated strategy clarification workshops/retreats for senior executives, including for example, a health care organization; a national trucking company; etc.
Strategy Implementation
· Conducted strategy implementation work. This work involves major organizational realignment/ restructuring and process redesign; e.g.: for a large international insurance company.
Turnarounds
· Project manager on several projects involving the development of "turnaround" and re-development concepts. This included work for a variety of companies in a broad range of industries such as: machinery production, malt production, and industrial research.
Corporate Organization and Development
Organizational Structures
· Examined management and organizational structures in various organizations. For example, project director on a review of organizational structure and management practices for a national organization.
Executive Structures
· Involved in developing corporate executive structures and clarifying management roles and responsibilities; e.g.: for an international mining company, for a national trucking company, etc.
Management Information Requirements
· Major involvement in the identification of management information requirements, as part of a systems review for a large service oriented organization.
Organizational Planning Guidelines
· Conducted engagements involving the development of planning guidelines for the development of organizations and facilities.
Resource Allocation Planning Guidelines and Funding Methods
· Developed resource allocation and planning guidelines for allocation of resources in the health care sector.
· Major involvement in an engagement examining and evaluating new methods of funding for selected organizations.
Post-Merger Integration
Merger Impact Analysis
· Numerous studies/analyses to assess the impact of merging two or more organizations on staffing levels and organizational structures.
Post-Merger Integration
· Assistance in the post merger integration of organizations; e.g.: 2 large insurance companies; 2 international helicopter airline companies
Operational Effectiveness and Improvement
Quality Management
· Project director on engagements to improve operational quality. For example, worked with major credit card organization to improve quality of statements and customer servicing.
Productivity Analysis; Workload/Productivity Measurement
· Project director and major involvement in numerous reviews of facility operations and staffing levels. These engagements included analysis of productivity trends and comparisons, as well as the financial impact of recommended changes in staffing levels.
· Project director on an engagement to review and update a workload and productivity measurement system for a national professional association.
Business Process Reengineering
· Conducted business process reengineering on various organizations, for example: total organization process reengineering for a gas pipeline utility; major involvement in business process reengineering of a provincial electrical utility in western Canada.
Operations Analysis and Review
· Project manager on a study for a German/Estonian joint venture involving the analysis of major operating problems. The project involved on-site investigations in Tallinn and Moscow.
· Conducted a review of operations and staffing levels of health care facilities in Hamburg. This project included the determination of appropriate staffing levels and the impact on required financial resources.
Operations Planning
· Conducted numerous planning studies involving the development of operating policies and procedures, staffing requirements, and operating budgets.
Marketing and Sales Management
Market Feasibility
· Conducted numerous market feasibility studies. These included market feasibility studies not only for "western" companies, but also for companies located in eastern Europe.
Customer Satisfaction
· Analysis of customer satisfaction; customer segmentation and identification of customer “touch-points”; e.g.: for a multinational pharmaceuticals company.
Market Survey
· Project manager on a major market survey of industrial firms in former East Germany to identify possible re-development solutions.
Human Resource Management
Strategic HR Assessment and Alignment
· Strategic assessment of the value proposition and realignment/reengineering of the human resources function and organization; e.g.: for an international integrated oil company
· Alignment analysis of Human Resources programs with the business strategy of several organizations.
HR Process Reengineering and Outsourcing
· Project director on the redesign/reengineering of benefits administration processes and the development of detailed implementation plans ; e.g.: for a pharmaceuticals company.
· Outsourcing feasibility studies; e.g.: for outsourcing the benefits administration process of a major Canadian university.
Recruitment and Retention of Staff
· Project director on a major study for 30 government departments to examine recruitment and retention issues.
Industry Wide Human Resources Supply
· Significant involvement in a National study on the supply of human resources in the biotech sector. Assessed issues and developed recommendations for the Federal government.
Organizational Structure and Role/Job Definitions
· Reviewed organizational structure and role/job definitions; e.g.: development of job descriptions for over 120 different jobs in an international courier company; defined and described the role of the executive director for a major national philanthropic organization.
Compensation Systems
· Project manager on numerous projects involving job evaluation, pay equity analysis and development of total reward/compensation programs. Industry sectors include, for example: steel and equipment manufacturing, municipal government, hotels, courier companies, arts funding organizations, cement manufacturing, distributors, etc.
· Coordinator of a major job evaluation and pay equity engagement with the Ontario Hospital Association. This project involved approximately 20 consultants in providing analysis to some 170 hospitals. Also acted as project director on pay equity engagements for over 12 hospitals. Assistance was provided to a number of these hospitals to also develop new compensation structures for their non-unionized jobs.
· Major involvement in the design of a new job evaluation system and classification/pay structure for the Ontario government. This project covered the senior management levels of all Ontario government ministries (approximately 2,000 positions, representing the top 6 or 7 levels up to the Assistant Deputy Minister). The evaluation system used a computerized program called COMPEAT
· Conducted salary surveys for various private and public sector organizations for a range of occupations and professions, including for example: a survey on executive positions compensation; a national and international survey on performance and incentive based compensation systems for health care providers in Canada.
Financial Management
Financial Feasibility Analysis
· Conducted numerous financial feasibility studies for various organizations.
Company Valuation
· Project director on a number of studies involving the valuation of companies.
Funding and Operating Budgets
· Conducted several studies on innovative funding techniques for organizations.
· Project manager on several engagements involving the development of pre-construction operating budgets for new facilities.
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