- The Flags of America Artist
Welcome to my online CV, I created this for us to get to know each other. Reach out to me on LinkedIn (above) to start a conversation on how I can help you and please accept my gift (below).
Experienced Industrial and Systems Engineer, Program/Project Management, Change Management and Process Improvement Leader with a proven track record of guiding organizations through transformations in all types of industries.
Specializing in Change Management, Program/Project Management, and Operational Excellence, I help businesses drive successful adoption of new technologies, processes, and cultural shifts. With over 30 years of experience supporting Fortune 500 companies, government agencies (DOD, DOE, NASA, TVA), and healthcare organizations (HCA, Ardent Health) and others like Hospitality and Retail, I excel at implementing structured change frameworks, Lean Six Sigma methodologies, and Agile practices to improve efficiency and resilience.
The Bottom line of my approach to everything:
Either Master Change or Become Irrelevant - I can help you solve problems, improve productivity, cultures, and quality, and plan for the future, manage change, and save money.
AI is at the center of everything now... Master it!
I tell my teams: "Our number one goal is to make everyone look good." If we make our clients, our bosses, our team members, and everyone we interact with look good, then we all Win!
1. Facilitate and Teach Strategy & Growth Planning (See CMA and IISE Training and e-WBS and IISE Consulting below)
Business strategy development and execution
Market research and competitive analysis
Mergers, acquisitions, and expansion planning
Scaling operations and market entry strategies
Lean Six Sigma and operational excellence initiatives
Optimization of Operations
Business process reengineering (BPR)
Workflow automation and digital transformation
Cost reduction and resource optimization
Culture transformation and leadership development
Change readiness and adoption strategies
Organizational restructuring and workforce realignment
Employee engagement and retention strategies
PMO (Project Management Office) setup and optimization
Portfolio management and strategic alignment
Agile, Scrum, and SAFe implementation
Risk management and mitigation planning
Financial analysis and forecasting
Budgeting and cost reduction strategies
Pricing models and revenue optimization
Workforce planning and succession management
Training and leadership development programs
Employee benefits and compensation consulting
Provide an HR platform to handle employee records
Customer experience (CX) improvement training and consulting
Conduct audits and fix problems
Move and set up heavy equipment for entire manufacturing facilities
Vendor management and procurement optimization
Logistics efficiency and cost control
Inventory management and lean warehousing
We are dedicated to equipping individuals and organizations for growth and transformation.
Business Training: We provide expert training in project management, change leadership, Lean Six Sigma, and operational excellence. We help businesses and professionals thrive.
Family Curriculum: We use art, books, and gamified curriculum to tell stories about our history and heroes from a Christ-centered perspective. The goal is to build up our next generation and to support families and churches with discipleship training.
We specialize in Operational Excellence, helping organizations streamline processes, improve efficiency, and drive sustainable success. With expertise in Lean Six Sigma, Predictive and Adaptive (Agile) PM methodologies, change management, and strategic planning. We tailor solutions to enhance productivity, reduce waste, and align operations with business goals. Whether you need to establish a Change/Project Management Office (C/PMO), optimize workflows, develop leadership capabilities, or implement large-scale process improvements, we provide hands-on consulting to create lasting impact. Our approach combines industry best practices with real-world experience to help your organization achieve excellence and stay competitive.
We team with JLS Industrial & Commercial Solutions, to provide the heavy lifting and operational support for manufacturing, warehousing, and construction.
Our primary services encompass installations and relocations. In addition, we offer maintenance services, provided by our team of skilled millwrights, electricians, and project managers. They are committed to ensuring the precision and smooth operation of your assets. We operate as a solution-driven company, with a focus on handling the majority of tasks internally and along with up-to-date Project Management so that you always know the status.
Instructor for Institute of Industrial and Systems Engineers (IISE)
The world’s largest professional society supporting industrial engineering, quality and productivity professionals.
Consultant for IISE Solutions, Inc.
We provide industrial and systems engineering consulting services to help companies achieve Operational Excellence.
Most of what I do is for larger organizations and I wanted to also help smaller ones as well. Therefore, we teamed with Colonial Life to add their products and services to ours, because for them no company is too small or too large (3 or More). Here are the problems we can solve for you at no cost to the company - Improve:
Benefits
HR Software
Competitive Hiring
Employee Retention
Paycheck Protection
Open Enrollment Support
1-to-1 Benefits Counseling
Employee Morale and Engagement
Organizational Development Support
Instructor/Consultant
The University of Tennessee, Knoxville · Contract
Knoxville, Tennessee, United States
For the University of Tennessee Knoxville (UTK), Tickle School of Engineering, Department of Industrial and Systems Engineering (I&SE), Center for Advanced Systems Research and Education (CASRE) - I teach graduate level classes in Project Management and Optimization (Operations Research/Continuous Improvement). I also teach Corporate Classes on Change Management and Lean Six Sigma. I also provide consulting services as needed.
Your Loop and Layers of Systems Thinking model is a structured approach to understanding and improving complex systems by recognizing their interconnected cycles (loops) and hierarchical structures (layers). It applies to organizations, projects, business processes, and societal structures, helping leaders, managers, and change agents navigate complexity effectively.
The Engine of Change
Model 2 - The Seven Attributes of Excellent Management (7AEM)
(1) Building Excellent Leaders
(2) Building Excellent Cultures
(3) Building Excellent Customer Service
(4) Building Excellent People Skills
(5) Building Excellent Core Competencies
(6) Excellence in Continuous Improvement of Processes and Systems
(7) Building Excellent Performance Measures (Metrics)
The Seven Attributes of Excellent Management provide a structured framework for achieving organizational success. These seven attributes—Building Excellent Leadership, Building an Excellent Culture, Building Excellent Customer Focus, Building Excellent People Skills and Teams, Building Excellent Core Competencies and Problem Solving, Excellence in Continuous Improvement of Processes and Systems, and Building Excellent Performance Measures—must be balanced to create a thriving organization. Leadership sets the vision and direction, while Culture fosters the right values and behaviors. Customer Focus ensures that the organization meets and exceeds expectations. Strong People/Teams drive collaboration, and effective Core Competencies and Problem Solving enables innovation. Continuous Improvement helps organizations adapt and grow, and Performance Measures ensure accountability and progress. When these elements work together harmoniously, they create a resilient and high-performing organization.
Several organizations mastered Design Thinking and have their own formulas. I studied those models and simplified it form my clients. We can boil all the other models into 3 easy to follow phases: Analysis to Understand, Problem Solving to Explore, and Implement to Materialize.
The 3 Phases Continuous Improvement - Assessment, Problem Solving, and Implementation simplifies the complexities of methodologies like Lean, Six Sigma, and Kaizen into an easy-to-understand approach that even a doctor can understand (ha). The Assessment identifies inefficiencies and areas for improvement using data and observations. Problem Solving applies structured methods develop effective solutions. Implementation ensures that improvements are executed, tested, and sustained for long-term success. These three phases can drive continuous improvement without getting lost in technical jargon or overly complex frameworks.
The Strategy and the Storms of Chaos Model is a framework for navigating the unpredictable forces that impact organizations. It likens an organization to a ship sailing through turbulent waters, where waves represent foreseeable market trends, lightning symbolizes sudden, unpredictable disruptions, buoyancy stands for supportive alliances and strengths, and storms embody threats like competition or economic downturns. The ship itself represents the organization’s internal strengths and weaknesses. By using AI-driven data analysis, companies can forecast waves, prepare for lightning strikes, leverage buoyancy, and withstand storms in real time, making strategic decisions with unprecedented speed and accuracy.
Portfolio Management and Configuration Management serve as critical gates to change , ensuring that organizations make strategic, informed decisions before selecting and executing projects. Portfolio Management
prioritizes projects based on alignment with business goals, available resources, and potential return on investment, preventing wasted effort on initiatives that do not add value. Configuration Management ensures that proposed changes align with existing systems, regulatory requirements, and organizational capabilities, preventing unintended disruptions. Together, these disciplines provide a structured approach to evaluating and approving changes, ensuring that only the most impactful, feasible, and well-integrated projects move forward.
Change management comes in three distinct forms, each playing a critical role in successful transformation. Change control (Configuration Management) ensures that changes to systems, processes, or products are tracked, evaluated, and implemented in a controlled manner, preventing chaos and unintended consequences. Project management (Technical Change Management) focuses on executing the change itself, coordinating tasks, resources, and timelines to bring new initiatives to life. People-focused Transitional change management addresses the human side, helping individuals transition smoothly by managing resistance, communication, and training. Together, these three types of change management create a structured approach to implementing change effectively and sustainably.
To simplify both predictive and adaptive project management they both follow four phases: Concept, Planning, Execution, and Transfer/Closure. Predictive projects plan everything upfront, while adaptive (Agile) projects stay flexible and will do the same type of exercise only in short sprints. In the Concept Phase we set goals and answer the question what does good look like, in the Planning Phase we create a roadmap, In the Execution Phase we do the work (iteratively and incrementally in Agile sprints), and in the Transfer/Closure Phase we deliver the results. Agile repeats these phases in cycles, allowing real-time continuous improvement. The missing phases are what happens before the project starts and after the project ends.
Every change in an organization sets off a chain reaction, much like a pinball bouncing off bumpers. The 5 Elements of the Secondary Drivers of Change Model explain this ripple effects through 1. External Environments; 2. People; 3. Organizational Structures; 4. Internal Environment (Culture) and 5. Systems/Processes. Making one change —like introducing new software— one of more of these elements. It may impact workflows, roles, training needs, reporting structures, and even the company mindset. Just like in a pinball machine, one small change can send the whole system into motion, making it crucial to manage change (w)holistically.
Resume Details
Click on the Dropdowns below to get details and if you have Questions Reach Out to Me on LinkedIn!
PARTIAL LISTING of organizations Craig has supported over the years (over 100 past clients not counting training)
PARTIAL LISTING of organizations Craig has supported over the years (over 100 past clients not counting training related services):
1. ABC Consultants
2. ADS Security Systems
3. Agknowledge Magazine
4. AI Signal Research, Inc.
5. American Accessories, Inc.
6. American Management Association (AMA)
7. Ardent Health Systems
8. Belmont University
9. Blue Collar Homes
10. Blue XChangor
11. Business Process Improvement Professionals Ltd.
12. Carrier Corporation –Allied Products
13. Clubcar Golfcarts, Inc.
14. “CNA” Insurance
15. CPrime Training
16. Dennisen and Carter, Inc.
17. Department of Children’s Services
18. Dowell
19. DuPont
20. East Fork Resort
21. eTransx Inc
22. George Mason University
23. Givere Chocolate Company
24. HCA Shared Services Group
25. HCA Physician Services
26. Heil, Inc.
27. Holiday Inn (several locations)
28. LAW Engineering, Inc.
29. Lawrence Livermore National Laboratory
30. Life of Victory Christian Ministries
31. Lockheed Martin, Inc. (multiple sites and organizations)
32. Los Alamos National Laboratory, Plutonium Facility
33. MARCA (Japanese Parent Company of Panasonic)
34. Martin Marietta, Inc. (multiple sites and organizations)
35. MobileComm Telecommunications
36. MTM Association
37. NASA, National Aeronautics and Space Administration
38. Nashville International Studios
39. Nashville State Tech
40. National Women’s Health Information Center, Washington D.C.
41. Nissan
42. North Highland
43. Oak Ridge Methodist Medical Center
44. Oak Ridge National Laboratory (many organizations)
45. Paducah (Kentucky) Gaseous Diffusion Plant
46. Pacific Western Technologies, Ltd.
47. Parallon (HCA Owned Service Company)
48. Pellissippi State Technical Community College, Knoxville, Tennessee
49. PIC/SYGEN
50. RGP Inc.
51. Rockwell International, Inc., Denver, Colorado
52. Savannah River Laboratory, South Carolina
53. Science Applications International Corporation (SAIC)
54. Sears Services Group, Chicago, Illinois
55. St. Mary’s Medical Center, Knoxville, Tennessee
56. Tennessee Metal Works
57. Tennessee Quality Award
58. Tennessee Valley Authority (TVA)
59. Trevecca University
60. Ultimate Earth Inc
61. University of Central Oklahoma
62. University of Phoenix (Nashville)
63. The University of Tennessee, Knoxville (UTK),
64. UTK, Tickle College of Engineering, Center of Advance Systems Research and Education (CASRE)
65. United Methodist Church Discipleship (National Organization)
66. U.S. Air Force Civil Engineering, Air Mobility Command
67. U.S. Army COE
68. U.S. Civil Air Patrol – USAF auxiliary
69. U.S. Department of Army (Civilian Personnel Operations Center, South Central Region)
70. U.S. Department of Energy (DOE) - Headquarters, Washington D.C.
71. U.S. DOE – Chicago Operations Office
72. U.S. DOE – Fernald Ohio Operations
73. U.S. DOE – Office of Scientific and Technical Information (OSTI)
74. U.S. DOE – Oak Ridge Operations (all sites, Tennessee, Ohio, and Kentucky)
75. U.S. DOE – Rocky Flats Colorado
76. U.S. Navy
77. Vanderbilt University
78. Vanderbilt University Medical Center
79. VMEdu
80. Westinghouse, Inc.,
81. World Hunger Team,
82. XChango Online Stores
83. XChangor Property Solutions (Blue XChangor)
84. Many others.
Some Improvement Experience in Healthcare (HCA)
HCA Physician Services, Manager of Process Improvement Program, Project Management Support to HCA Physician Services, Though HCA, HCAPS, Parallon Project Services and HCA’s Shared Services Group (2009 – 2015), Developed/ manages all lean/six sigma support for about 800 practices, tracked all HCAPS Corporate projects for C-Suite, supported and mentored the executives of HCA Physician Services in Change/Project Management processes and systems.
Details of Physician Services Related Work - Program Manager for the PI Development Project - Developed all PI tools, Systems, and Methods needed. We started with a clean slate and we used my previous training material, procedures, and tools as the foundation for developing the HCAPS healthcare specific program. The program included a simplification of the concepts of lean six sigma lifecycles (which we benchmarked with industry leaders on the subject.) Worked with Vanderbilt, Belmont, UT Knoxville, Nissan, and Others to compare similar systems. Built the following tools and training using the Westbrook Stevens Toolbox for PI:
Developed the Assessment, Problem Solving, and Implementation Procedures that the PI team used when performing PI efforts in the field and from main office. a) Created about one hundred different tools (forms, procedures, and templates) for assessing and improving processes and systems for the 800 plus practices. b) Created the Process Improvement (and Lean Six Sigma) Introduction/Orientation Training c) Used the Westbrook Stevens Model - The Seven Attributes of Excellent Management Training for Leaders (White Belt) (1.) Building Excellent Leaders (Situational Leadership and the Westbrook Stevens Model on Empowerment) (2.) Building an Excellent Culture Using the Westbrook Stevens Model (3.) Building a Culture of Service (Excellent Customer Focus Using the Westbrook Stevens Model) (4.) Excellent Teambuilding Building (5.) Excellence in Problem Solving (Building Core Competencies and Skills) (6.) Excellent Change Management and Continuous Improvement of Processes and Systems (Using the Westbrook Stevens Models) (7.) Excellent Performance Measure (Using the Westbrook Stevens Model of the 7 Steps to Performance Measures)
Created/Used Tools for Practitioners of Lean Healthcare (Yellow Belt Training): a) Yellow Belt Training for the Accounting Department (Full Yellow Belt Training Designed for Service Departments) b) Optimizing the Practice Management by creating “Big Rocks” (80x20 rule) (1.) Optimizing Phones Service (2.) Minimizing No Show Rates (3.) Optimizing Doctors/Patient Schedules (4.) Optimizing Patient Throughput (5.) Optimizing Room Utilization c) Optimized Employee Engagement in Process Improvement (Using Idea Boards from various medical centers) d) Mastering Lean Waste Minimization using the 5S Tool e) Improving Processes using Flow Charts f) Minimizing Wasted Movement Using Spaghetti Diagrams g) The A3 Process Improvement Tool h) Mastering Root Cause Analysis i) And many more tools
Started the Green Belt Training Tools (Statistics and Systems Thinking tools) - Objectives of Project: To provide systematic and repeatable tools for the PI team to use. The secondary and possibly most important objective was to design the program so that the practice managers and other practitioners can also use it without support from the PI team. The program required the development of materials and training to use the tools. - Team Details: Two full time members and about 40 different interns and students. - Time Frame: Development took about 12 Months starting with the Westbrook Stevens models and materials as the bases. This project will be on going as systems are improved. - Results: The program was extremely popular with the practice managers and created the bases for how the HCAPS PI team provided support.
Developed and rolled out the Customer Service Training for Practice Managers and Staff. Used the Westbrook Stevens workshops that I developed during the last 20 years to create the HCAPS customer service training program. We broke the training up into small 30 minutes or less modules. I taught one module at a time several times a month by WebEx. For one month we might have had as many as 300 people attend and one module might receive as many as 100 positive comments. Developed the following video training (to clone my services before I left) (1.) Introduction to Customer Experience (2.) AIDET and Attitude Introduction (3.) First Impressions Part 1 – The Science and Environment (4.) First Impressions Part 2 – The Your Face and Eye Contact (5.) First Impressions Part 3 – Personal Grooming and Body Language (6.) First Impressions Part 4 – Interpreting Body Language (7.) First Impressions Part 5 – More Interpreting Body Language (8.) First Impressions Part 6 – Space (9.) Communication Part 1 – Active Listening (10.) Communication Part 2 – Dialogue and Report (11.) Communication Part 3 – Phones (12.) Communication Part 4 – Phone Scripts (13.) Communication Part 5 – Collecting Information (14.) Communication Part 6 – Tone and Inflection (15.) Communication Part 7 – The Written Word (16.) Process Improvement Tool – Root Cause Part 1 – Introduction (17.) Process Improvement Tool – Root Cause Part 2 – How to Use - Objectives of Project: To provide a way to improve customer satisfaction by keeping the subject of customer service in front of the minds of all the staff. - Team Details: Me and participating practice managers. - Time Frame: Development took about 2 Months and we piloted the training for four months. - Results: The program snowballed with more people being added to the training every month. The comments were outstanding from both leadership and front-line staff.
Managed Operations for all PI lean six-sigma support for about 800 practices. During this time we supported many different process improvement projects (13 Practices) where the PI team drove improvements and many more where the practice managers drove the improvement efforts (based on WebEx Training and support from a distance to hundreds of Practice Managers and their Staff).
Project manager for the development of the first Mystery Shopping efforts (supported second effort as member of my staff lead the project) using interns to call and verify practice management appointments and phone services for the three groups of practices. - Objectives of Project: To provide a way to check the quality of phone services and appointment time for as many of the 700+ practices as possible. - Team Details: Two PI members and several interns. - Time Frame: The project happened during two summers for about 3 months. - Results: The finds drove targeted improvement efforts for the three groups and many practices involved.
Supported and/or Managed Improvement Efforts and Process Flow for Business Process Improvement (the corporate business side of HCAPS). a) For the 800+ Practices Created Flow Charts and observation time (for systematic and repeatable comparison of processes) (1.) Patient Makes Appointment (2.) Patient Pre-Check-in (3.) Patient Enters and Approaches Desk (4.) Patient Checks In (5.) Front End Collections Process (6.) Encounter Form Process (7.) Patient in Exam Room Process (8.) Lab Processes (9.) Other Ancillary Processes (10.) Referrals Processes (11.) Check out Process (12.) Billing Process (13.) Charge Entry Process (14.) Incident to Billing Process b) Supported the HR Improve Efforts for eSAF and 3-4 ID generation process c) Supported the Quality Group’s training for PDCA of Quality Directors d) Practice Onboarding – reviewed and drove improvement efforts to minimize time required to onboard new practices. e) Physician Governance Process (evaluate and approve of new procedures) f) Drug testing procedure for a corporate client (VW) g) General Ledger (GL) and Decision Support System (DDS) Improvement h) RSC Fees Process i) Helped to Developed the Culture of Service Workshop j) Developed the PI Intranet Website k) Developed the PI SharePoint Site l) Supported the Earlier PI efforts with the Corporate PI Group m) Clinical Laboratory Improvement Amendments (CLIA) Process Flow n) Expense Task Force for HCAPS (1.) Close Process (2.) Flow for Texas Close Process o) HCAPS Coding Operations Presented Training in various PI tools p) Managed Care Coordination Processes (1.) New Doctor and/or Practice Enrollment (2.) New Agreement Contract (3.) New Doctor Effective Date Problem q) Physician Governance Process (1.) Information Flow for Recommendations, Decisions, and Actions (2.) Evaluation and Approve New Procedures and Process (3.) Evaluation of New Services Process (4.) Peer Review Process r) HCAPS Recruiting Hospitalist Process (1.) The Planning Phase Process (2.) Screen Phase Process (3.) Closing Phase Process s) Project Plans for Anesthesiologist Credentialing and Onboarding t) HR Central Recruitment Processes (1.) Opening a Position Requisition Process (2.) Candidate Selection Process for External Candidates (3.) Internal Candidates – Transfers and Promotions Within the Same Process level Process (4.) Internal Candidates – Transfers and Promotions for Changing Process level Process (5.) Prior to Starting Employment for New Hires Processes (6.) Adjustment Approval Guidelines Processes 6.a) Special Wage for Practice Based Positions – Market and Other Pay Adjustments 6.b) Special Wage for Central Services Positions (Primarily Brentwood Campus and HR) Upgrade/Promotions 6.c) Special Wage for Central Services Positions (Primarily Brentwood Campus and HR) Market and All other Pay Adjustments u) HR Physician Recruiting Process (1.) Planning Phase Process (2.) First Contact/Initial Interest Process (3.) Screening Process (4.) Closing Phase Process v) Physician Onboarding Process (1.) Planning Phase Process (2.) First Contact/Initial Interest Process (3.) Screening Process (4.) Closing Phase Process w) Central Services Coding Process x) FA RDS Improvement Processes/Project Plans y) Accounting Process Improvement (1.) Automation Improvement Process/Project Plans (2.) DSS Support (3.) ERP Project Support z) Streamlining Corporate MOR Process aa) Financial Services Customer Service Initiative bb) AP Process Flow Improvements (1.) Indexing Process (2.) Invoice Processing (3.) Mailroom and Scanning Process (4.) Vendor Maintenance Process (5.) Refund Processing (6.) Physician Payment Processing (7.) Mail Processing (8.) Income Guarantee Processing (9.) 1099 Processing (10.) Daily Transacting Reconciliation Processes (11.) Property Lease Payments Processes (12.) COID Start Up Processes (13.) Manual Check/AP Processing (14.) CER Process
Developed and Taught the Accounting department’s Lean Six-Sigma yellow belt certification.
Tracked all HCAPS Corporate projects/tasks for the C-Suite executives and Division Managers, supported/mentored the executives of HCA Physician Services (HCAPS) in Change/Project Management processes and systems. Acted as a liaison/mentor to all the senior level managers.
Member of the Waste Management Tasks Force for HCA. The mission was to minimize the waste generated in all HCA facilities.
Some of the Healthcare/IT Ardent Projects
Two Years of Risks Audits - Program Management of the Remediation of all issues identified during the HIPAA NIST Audits - The remediation efforts required Security IT and other departmental resources to remediate the HIPAA audit findings related to many tasks and projects (150+ Findings/Projects) to address continuous improvement efforts.
Ciox Platform Update - Update to existing Ciox (release of information) platform. HealthSource is an updated platform that can be interfaced with Epic for improved efficiencies. The goal was to update and roll out to all the appropriate Ardent Facilities.
Implementation of a Treasury Workstation - at the Corporate Office. The workstation is used to handle cash positioning/forecasting and ensuring SOX Compliance.
Implement of GE CPN for Americas division hospitals - Epic Integration with CPN Web for Physicians and GE CPN/Connect build to Ardent Standards. (5/1/2018 to 12/16/2019)
Risk Management Information Systems (RMIS) - Project/Solution Overview: Identify and implement a RMIS for the enterprise to capture risk events, patient relations, and workers’ compensation data. The project is to provide IT Support to 1. Identify Current Systems Being Used; 2. Develop an RFI/RFP; 3. Provide IT support during the Proposal Selection Process; 4. Implement Solutions and Execute Project. (2/26/2018 to 8/6/2019)
Pyxis Logistics/Pharmogistics ES for Enterprise (Albuquerque and Tulsa Markets) - Implementation of BD Pyxis and Pharmogistics ES (Inventory Management System) at all facilities in the All 30 Hospitals (all markets). Inventory Management System that will provide the pharmacy with ultimate inventory control in addition to granting capabilities to provide inventory reports/metrics. In addition to being able to set stock levels for automatic re-order thereby reducing expiration waste cost through a just in time ordering practice, this system offers greater efficiency by reducing the amount of manual reconciliation and human intervention. (9/11/2017 to 4/10/2020)
Lippincott Clinical Content Implementation - integration with People Fluent and be the one learning management system and replace other learning management formats such as SWANK. To allow ARDENT to have a more systematic approach to training. (3/5/2018 to 10/18/2019)
Implement DI Middleware for Epic Beaker – Phases 1 and 2 - Install servers (Prod, Hot backup, Test) and DI software to support connections from lab instruments to Epic Beaker to import lab results. Part 1 was included all the markets Amarillo, Americas, Albuquerque, Tulsa Markets and East Texas Markets. Part 2 - will be doing the same type of work for the Americas. (3/5/2018 to 4/10/2020).
Move to Midas (Conduent) as the single Core Measure – For all markets move to single vendor for the manual core measures abstraction/submission process and for clinical analytics to support current quality initiatives. A couple projects around care management (6/21/2018 to 4/10/2020).
MedMined implementation for UT Health East Texas and Amarillo Markets - This solution is to serve as a bridge until UT Health Texas hospitals are live on Epic ICON (infection control module). Adding the Amarillo sites to the CCE and then adding the same solutions (infection prevention, pharmacy module, device data, surgical file, vitals, ADT file, microbiology, and lab data feeds). Failed CMS validation can result in a 1% HAC Penalty, regardless of performance. (6/22/2018 to 4/18/2019)
SDS Management Solution - To meet OSHA standards, facilities are required to keep 1.) A Safety Data Sheet (SDS) inventory. 2.) All SDS’s that a facility has on location. These items must be assessable to all employees at each facility. I (Austin Elliott) propose we use SharePoint to house these documents in a location file made for each facility. In addition, access must be granted for all employees throughout the given locations folder.
Xsolis is a CM software for assisting in determining Medical Niece - This software uses AI (Artificial Intelligence) to determine appropriate level of care - inpatient vs obs as well as an indicator of when a patient is ready for discharge This tool will assist with hard denials as well. The AI is contingent on the documentation in the patient record. This pilot along with Versalus is to determine which platform will be best moving forward away from traditional MN tools.
Insurance policies management software - This project is a cloud-based solution. It really does not require a project manager, only review of security, etc. Goal is to centralize all excel schedules in an electronic database to be accessed internally. Changes and updates to be done through the database and approved by a member of Corporate Risk Management. Once the changes are approved the updates will be validated by Corporate.
Versalus Health - Compliance program - Secondary MD review - This allows access to ensure compliant billing of MC and Medicare Advantage cases. This will assist in the Case Management UR workflow. Goal is to decrease use of observation over 2 midnights initially with MC and Medicare Advantage Plans.
Alaris Infusion Pump Interoperability with Epic at St Francis - BD Alaris infusion systems are currently used at SCL the parent company of Saint Francis. Alaris is remaining at the Denver SCL datacenter and we will need build new servers and environments for production, training and testing for the Alaris project.
Implement Pharmogistics at BSA - Implement Pharmogistics at BSA prior to Epic go-live because equipment ordered and delivered.
Implement BD’s CareFusion project.
Implementation of Midas for BSA - Baptist St. Anthony Health System and Physicians Surgical Hospital is implementing Midas+ Risk Management and Quality/Peer Review, Midas+ Seeker, Midas+ DataVision and Midas+ Statit piMD and PPR.
SaaS Fair Warning – Managed the implementation of the enterprise Fair Warning Systems.
Stratasam – Managed the implementation of the enterprise Stratasam project.
New 401K – Project Startup.
Update PAC Systems in the Americas Market – implemented the PACs updates and changed systems.
CIOX Systems – Implement CIOX systems.
Risk Management Information Systems – Implement the enterprise wide RMIS.
Treasury Systems – Implement the enterprise wide Treasury Systems.
Microsoft Office 365 and Power BI Preliminary Deployment Review - We needed to understand the hours and what additional cost would be required if we purchased 250 licenses from Microsoft for Office 365 and Power BI. We had license agreements in order, but want to know what the internal costs, hardware considerations, and hours to implement this strategy was from an IT perspective. Supported Operating Systems: Windows 10 , Windows 7, Windows 8, Windows 8.1, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2 Microsoft Power BI Desktop requires Internet Explorer 9 or greater. Microsoft Power BI Desktop is available for 32-bit (x86) and 64-bit (x64) platforms. .Net Framework 4.5.1 or greater
Pyxis Upgrade in ABQ, Tulsa and BSA markets - Upgrade - to the Pyxis ES Pharmacy Dispensing Cabinet Management System: This product is a patient medication dispensing/delivery management system. Each cabinet consists of several devices responsible for storing and tracking patient medication distribution for each Nurse Station, anesthesia ORs, and some select departments in each market facility and sub facility. In addition to the software upgrade and mandatory data build/rebuild, an upgrade to the actual Pyxis device (in the case of old(er) equipment) or ‘top swap’ (in the case of new(er) equipment) must be performed and additional devices must be deployed to facilities not currently live with any form of automated dispensing devices. Note: While this is ‘touted’ as being an ‘upgrade’ - it is really a re-implementation to align all facilities (all markets) owned/operated by AHS, on the current Epic implementation timeline (i.e., ABQ, AMA, TUL), in an enterprise ‘aware’ environment. The approach having the least amount of risk to a successful Epic activation time line is to perform an initial activation of Pyxis ES with the legacy Pharmacy Information Systems (PISs), then, convert the Pyxis ES legacy PIS data to be compatible with Willow and concurrently activate Pyxis ES/Willow with the Epic go-live.
New TeleMed Carts for LHS Division - A New TeleMed system (Carts) for LHS Division used to allow remote access to specialists providers and assess to patients via Video Conference. This will give the providers the ability to review DICOM images so that it enables the providers to provide appropriate virtual diagnoses, intervention, and treatment recommendations via conference. The system will also provide a platform for future growth in the telemedicine environment.
Mosaiq EMR Software Upgrade - The Mosaic is an EMR system that will be replaced in about a year by Epic. Therefore, the current system will be used until the Epic upgrade.
Pharmogistics HOST conversion from Siemens to Epic - This project affects EPIC. The goal is to convert the data in the Pharmogisics Host (from Siemens Data format) to EPIC compatible formats. During the conversion data cleansing of the unique relational IDs will be done. No training is involved only building and testing crosswalk files. No DT services involved only corporate database. This was originally part of the Pharmogistics upgrade but was broken out as a separate project because of the later implementation.
SmartSkan system diagnostic tool - SmartSkan is used predominately for the detection of peripheral neuropathies, allowing for earlier treatment and care. The clinic did not have the technology to perform this type of screening, therefore making this a brand-new revenue stream. It is non-invasive test that can be performed in the clinic by the support staff without any additional patient preparation. The equipment provided increased patient satisfaction by allowing for more well-rounded care and increased employee satisfaction by allowing the physicians more complete means for treating their patients. In addition, the new equipment provided the medical assistants with new learning opportunities.
Implement Data Innovations middleware for Epic Beaker - Install servers (prod, Hot Backup, Test) and DI software to support connections from lab instruments to Epic Beaker to import lab results.
Requirements for PeopleFluent (PF) talent management solution - Evaluate Ardent's compatibility to requirements. Business Need - Talent software organizes all manner of people management activity. In particular, this provided electronic capabilities for applicant tracking (ATS, recruiting), performance management (PM, i.e....annual evals), learning management system (LMS i.e....house all educational content...such as clinical) and succession planning (SP) capabilities. PF replaces ATS: Healthcare Source - Position Manager PM, at a minimum replaces paper annual eval LMS: replaces Swank, El Sevier, and NetLearning SP was a new product.
Image Now Update 7_1_5 - Image Now update to get us on the current version and address several issues we are currently experiencing. Vendor is handling free of charge.
Upgrade Hyperion and move to the cloud - 1. One Planning Application (AHSBud08) convert into on Cloud BSO Application. 2. One Essbase Application (Finance2) convert to one Cloud BSO application or combined with the Planning application. AHS was responsible for project management and Hackett provided input for status reporting. Some calculation and reports were functioning in the previous application. Visual basic commands were being used and were inherent with current Smartview/Essbase add-in functionality (I.e. Lock/send, retrieve, connect, disconnect).
PeopleFluent (PF) talent management - Talent software organizes all manner of people management activity. In particular, this provided electronic capabilities for applicant tracking (ATS, recruiting), performance management (PM, ie...annual evals), learning management system (LMS ie...house all educational content...such as clinical) and succession planning (SP) capabilities.
Insurance Database - Develop in-house - Risk Management team is requesting to develop a platform to track, trend and process insurance related items (i.e. insurance verification requests, schedules, etc.). This solution involved building a website to process external requests and a database to host and save data. We are requesting our development team build this solution in-house. We do not have an outside vendor.
Image Now EDI Agent - This is an additional agent of Image Now. This agent allowed us to import our daily EDI file and generate the PDF version of the invoice into Image Now. This eliminated the need for our AP staff from manually reconcile invoices between GHX and the daily EDI file. In addition, this eliminated the tasks of manually importing them into Image Now. This functionality also allowed our monthly telephone bills to be transmitted via EDI and generate a PDF within IN for approval, eliminating any manual intervention.
PeopleFluent RMS Implementation - This is a Modular part of the PeopleFluent Application. Recruitment Management System (RMS). The project had two phases.
Pyxis and A-Sys ES 15 upgrade - This project is the 1.5 Upgrade of the Pyxis and A-Systems ES Version that created a number of improvements that will touch on the following: Order Features, Work Flow Process Features, ES LINK, Facility features, and Interface Changes. There are several additional enhancements to the inventory control process within Pyxis ES that were best controlled at the individual facility level. - in various combinations of available features and options. The scope of the Product features and add-on product capabilities licensed by Customer are described in the Subscription Form.
Epic CI List Solution and Operational Process Design - This is a project to expedite current optimization list and to design the operational process and systems for sustainability.
Epic Activation Americas Division – Interim PM for Epic Activation Americas Division.
HIPAA Tracking System - The Product supported the customer’s policies and operational decision support needs while providing non-prescriptive guidance with respect to Customer’s decision whether an incident is a data breach and whether to notify affected individuals and report an incident to federal, state, credit reporting agencies and customer’s clients if required through contractual agreements. Customer made the final choice and decision whether an incident is a data breach and any notification and reporting requirements, which may result from such an incident. The Product does not offer any legal advice, opinions, or counsel. Customer may license the Product
Other Projects (a.) Create an ODBC SQL Server connect – Small effort to create a connection so that the DSS team to query directly into EPIC and/or EPIC cubes. (b.) Interface from 3M CDIS to Data Warehouse - Clinical Documentation Specialists in the Tulsa and Albuquerque Markets use 3M CDIS for clinical data capture concurrently. This data needs to be pulled into the Data Warehouse for dashboard reporting. (c.) Enable specific STS and ACC indicators to reflect in Statit MOR s - Work with Registry reports to obtain several metrics (to be finalized when project begins) to report via Statit for purposes of MOR reporting. (d.) Scimage PACS Version upgrade and Server to VMware (e.) Archiving of patient studies from the EP workmate located in the cardiac cath lab (f.) CT Modality Replacement - Roswell international hospital (g.) DR Process Revision and Standardization (h.) Changes to the EMR for Sepsis and the electronic paper alert syst (i.) Cardiac Monitoring System-AGFA Impax CRS Software license and monitor
U.S. DEPARTMENT OF ENERGY, Office of Scientific and Technical Information (OSTI), Oak Ridge, Tennessee.
Mechanical/General Engineer. Reviewed technical and scientific reports and edited databases as a subject matter expert in the areas of reactor technology, general engineering, electric power engineering, industrial energy conservation, and explosives for the Nuclear Engineering and Physics Branch of OSTI.
Publications and Speaking Engagements (Not Complete List)
Series of Books in progress on a full systems approach to business and managing change. This is part of the Six Linked Management Models that explains a full cycle approach to Change Management. These books and the Change Mentor App work together to create a mentoring program for those moving into management (generally, Project Management, Change Management, etc.)
Step 1, Business Books - The Mobile of Excellent Management
A Business Adventure Story – Craig A. Stevens and Michael Moore - Geronimo Stone, His Music, His Love, and The Mobile of Excellent Management (Two versions) – Published by Lake and Moor – 2020 - Creating Music from the Winds of Change Series www.geronimostone.com.
18 Reference Books
Craig A. Stevens - Becoming an Excellent Manager – Guided to Mastering the Seven Attributes of Excellent Management (7AEM) – Published by Lake and Moor, 2020, This is book one of eight books of the general book on the Seven Attributes of Excellent Management.
Craig A. Stevens, and Ann Jagger - Becoming an Excellent Manager – A Woman’s Guided to Mastering the Seven Attributes of Excellent Management (7AEM) – Published by Lake and Moor, 2020, This is book one of eight books of the woman’s book on the Seven Attributes of Excellent Management.
The others 16 books are in various stages of publishing. Writing, Editing, Printing, Publishing. 14 Workbooks
The Mobile of Excellent Management Workbooks are being written and used in training. After the Reference Books are completed the Workbooks will be rolled out. Step 2, Business Books – Series on Strategy and the Storms of Chaos 1 Adventure Case Study is being written. 7 Reference Books
Craig A. Stevens – Strategy and the Storms of Chaos Model – Published my Lake and Moor, 2020.
The others 6 books are in various stages of writing. 7 Workbooks
Workbooks are being written and used in training. After the Reference Books are completed the Workbooks will be rolled out. Step 3, Business Books – Series on The Three Phases of Change Management 1 Adventure Case Study is being written. 5 Reference Books 4 Workbooks Step 4, Business Books – Series on The Three Phases of Continuous Improvement 1 Adventure Case Study 5 Reference Books 4 Workbooks Step 5, Business Books – Series on The Five Elements of Secondary Drivers of Change 1 Adventure Case Study 7 Reference Books 6 Workbooks Step 6, Business Books – Series on The Loops, Layers, Laws and Archetypes of Systems Thinking 1 Adventure Case Study 6 Reference Books 5 Workbooks
Textbook in Planning on Change Management. Surfing the Tsunami of Change – or -- How to Surf the Change Tsunami Without Your Mommy-- A handbook on organizational change in a fast-paced technology driven world. ________________________________________ Presentations:
Workshop - Value Stream Mapping for IT
Workshop - Lean IT
Presentation – Stevens, Craig, The Seven Attributes of Excellent Change Management, for the Nashville (Middle Tennessee and East Tennessee) Chapter of The Institute of Industrial and Systems Engineers, Nov 2021.
Presentation – Stevens, Craig, A Full Systems Approach to Change Management, for the Nashville (Middle Tennessee and East Tennessee) Chapter of The Institute of Industrial and Systems Engineers, Oct 2021.
Presentation – Stevens, Craig, The Seven Attributes of Excellent Project Management, for the Central Mississippi Chapter of PMI, Oct 2021.
Presentation – Stevens, Craig, Agile as Applied to Search and Rescue Missions of the Civil Air Patrol, for the Nashville Chapter of PMI, August 2021.
Presentation - Stevens, Craig, Building an Excellent Project Team Culture 2015, PMI Nashville.
Stevens, Craig (and PMI Team members), PMI’s 2015 Continuing Certification Requirements (CCR) Program Updates, Presentations for the Nashville PMI, 7/27/2015 to November 2015 (5 total).
Stevens, Craig (and PMI Team members), PMI’s 2015 PMP Exam Changes Program Updates, Presentations for the Nashville PMI, 8/27/2015 to November 2015 (5 total).
Stevens, Craig, The Basic of Project Management for Mastering Change, Accounting Group, Holiday Inn Express Downtown Nashville on Broadway, April 23, 2015.
Stevens, Craig, Understanding Change Management and Systems Thinking as it relates to Projects, Presentation for the Nashville PMI Change Management CoP, Part 2, 6/26/2014, http://issuu.com/craigastevens/docs/change_management_and_systems_20140.
Stevens, Craig, - The Seven Attributes of Excellent Project Management, Presentation for the PMI Nashville Spring Symposium April 10-11, 2014, http://issuu.com/craigastevens/docs/pmi_2014_presentation.
Stevens, Craig, Understanding Change Management and Systems Thinking as it relates to Projects, Presentation for the Nashville PMI Change Management CoP, Part 1, 5/27/2014, http://issuu.com/craigastevens/docs/change_cvm_process_improvement_simp.
Stevens, Craig, Change Management, Continuous Improvement, and Configuration Management in Healthcare projects and Operations, Program Speaker for 3 Events 2014 - Tampa, Clearwater, and Sarasota PMI Luncheons and Dinner Meeting, 5/16-17/2014, http://issuu.com/craigastevens/docs/process_improvement_simplified_2014
Stevens, Craig, A Systems Approach to Change – Understanding Successful or Not, Presentation for the Institute of Industrial Engineers Lean and Six Sigma Conference, for the Lean Six Sigma Industry Practices – Supply Chain, Wednesday, September 25, 2013, http://issuu.com/craigastevens/docs/iie_systems_approach_to_change_____.
Stevens, Craig, Simplifying Process Improvement/Lean/Six Sigma Program for Healthcare, Presentation and Paper for the Institute of Industrial Engineers Lean and Six Sigma Conference, for the Lean Six Sigma Industry Practices – Supply Chain, September 23-25, 2013, http://issuu.com/craigastevens/docs/cpi_iie_presentation - http://issuu.com/craigastevens/docs/lean_six_sigma_iie3.
Rajpal, Gagan and Craig A. Stevens, Implementing Process Improvement in Healthcare, Presentation for the PMI Nashville Symposium 4/30/2013, http://issuu.com/craigastevens/docs/gagan_ut_process_improvement_examples_20130319.
Stevens, Craig, The Forgotten Phase of Strategic Project Management, Presentation for the PMI Nashville Symposium 4/30/2013, http://issuu.com/craigastevens/docs/the_forgotten_phase_of_spm_-_pmi_symp_-_20130430_-.
Stevens, Craig, Simplifying and Implementing Process Improvement/Lean/Six Sigma Programs, Presentation for the PMI Nashville Luncheon 3/19/2013, http://issuu.com/craigastevens/docs/process_improvement_simplified_20130319.
Stevens, Craig, and Steven Gambrell - Developing and Implementing a Strategy in Chaotic Times – Presentation for the 7th Annual Northeast Alabama Human Resources and Manufacturing Conference, August 19, 2010.
Other Facilitation and Development of Programs for the Nashville Chapter of PMI, Project/Program Management Office/Organization (PMO) Local Interest Group (LIG) (2007-2008) Communities of Progress (2014-2015)
Presentation – Understanding Data Mining as it related to Statistics and Business Intelligence - for PMI IT/BI LIG 2008
Presentation - Comparing Change Management, Project Management, Business Analysis, and Business Intelligence, for PMI IT/BI LIG December 2, 2008. For the University of Tennessee Space Institute.
Facilitated and Participated in the Panel on The Basics of Business Intelligence, for the PMI Nashville, IT/IS Local Interest Group on BI.
Secrets of PMO Success (Helped to Develop) 2008 36. Panel Discussion on Corporate Vs IT (and other departmental) PMO (1/31/2008)
Panel Discussion on Developing a Program/Project Management Office (10/25/2007)
Panel Discussion on Project Portfolio Management (7/26/2007)
PMI Nashville Newsletter articles:
The storms of Chaos in Project Management
Excellent Management in Project Management
Newsletter put on hold, “Raising Hope.” A Christ-Centered newsletter designed to help those dealing with loss.
Presentation - A panel discussion with senior executives on Program and Project Management Offices (PMOs) for PMI North Alabama Chapter, in Huntsville Alabama on 1 May 2008. The panel included Dr. Levin, CAPM, PMP, PgPM, Certified OPM3 Assessor & Consultant, A world-renowned PM author, lecturer & trainer; COL Don Hazelwood, PM, Unmanned Aircraft Systems, Program Executive Office for Aviation; Frank Castleberry, PMP, Director - SG&I PMO, Intergraph Corporation; and Craig A. Stevens, PMP, CC, President, Westbrook Stevens, LLC, Nashville, TN.
Presentation and Paper, “Understanding Change Management Curves and Minimizing the Dips,” 28th American Society of Engineering Management, National Conference – Innovation in a Flattened World, November 8, 2007, at the Marriott at the Convention Center in Chattanooga Tennessee.
Presentation and Paper, "Matching the Project Life Cycle to The Three Phases of Implementing Change," 3rd Annual Symposium, "Education Track: Project Management Methodologies," Monday, May 7, 2007 at the Nashville Convention Center, Nashville, Tennessee, Sponsored by the Project Management Institute.
Presentation and Paper, "The Seven Attributes of Excellent Management During Projects," 2nd Annual Symposium, "Racing Towards Project Management Excellence," April 28, 2006, at the Willis Conference Center in Nashville, Tennessee, Sponsored by the Project Management Institute.
Presentation, "The Seven Attributes of Excellent Management and How They Fit into the Project's Life Cycle," to the Nashville Chapter of the Project Management Institute, May 2002.
Presentation, “The Five Phases of Change,” to the Nashville Chapter of the Association of IT Professionals, December 2001
Presentation, “The Five Phases of Change”, to the Nashville Rotary Club presentation, October 2001
Stevens, C.A.; “Book Review of Taking Technical Risks: How Innovators, Executives, and Investors Manage High-tech Risks,” Engineering Management Journal, Vol. 13, No. 4, December 2001, ISSN 1042-9247. 51. Stevens, C.A.; Jim Nichols; Tawana M. Gardner; Joe Daily: “Step 1: Current Organizational Trends and A Basic Change Management Model,” American Society of Engineering Management, 21st National Conference Proceedings, October 4-7, 2000.
Stevens, C.A.; Jerry Westbrook; Jim Nichols; Joe Daily: “Step 2: Using the Westbrook Model for Understanding Organizational Elements That Drive Change,” American Society of Engineering Management, 21st National Conference Proceedings, October 4-7, 2000.
Stevens, C.A., “Step 3: Using the Westbrook Attributes For “Quality Management” to Understand and Maximize Organizational Change Effectiveness and Efficiency,” American Society of Engineering Management, 21st National Conference Proceedings, October 4-7, 2000.
Stevens, C.A., “Step 4: A Different “Extreme-Virtual-Organic” Organizational Structure Designed to Use Change as a Driving Force and Competitiveness Tool,” American Society of Engineering Management, 21st National Conference Proceedings, October 4-7, 2000.
Presentation “Work Force 2000, and the Six Attributes of Quality Management,” American Society of Quality Control, November 9, 1995, Nashville, Tennessee.
“Diversity, Creating a Single Company Culture in a Multi-Cultural Society,” National Management Association, August 15, 1995, Portsmouth, Ohio.
"Managing Work Force 2000," 36th Annual Tennessee Quality Conference, Sponsored by the University of Tennessee, American Society of Quality Control, The Tennessee Quality Award, and The Tri-Cities Institute of Industrial Engineers, at The University of Tennessee Conference Center, Knoxville, Tennessee, March 11, 1995.
"Integrated Competitiveness - The Integration of Culture, Systems, Customers and Suppliers, Teams, Problem Solving, Measurement, Change and Continuous Improvement, and Marketing Excitement," WATTec '95, Sponsored by The Institute of Industrial Engineers, Hyatt Regency Hotel, Knoxville, Tennessee, February 23, 1995.
Two-hour presentation "Performance Measurements for Quality Improvement," Sponsored by The US Department of Energy, Oak Ridge Operations, Federal Building, October 26, 1994.
Presentation, "Managing Work Force 2000," 1994 ACCRA Annual Conference, Sponsored by The Association of Applied Community Researchers (ACCRA) - Affiliated with American Chamber of Commerce Executives and The American Economic Development Council, Stouffer Nashville Hotel, Nashville, Tennessee, June 18, 1994. “...Not only was your material extremely helpful to me and the Greater San Diego Chamber of Commerce (I copied your handouts for all of our staff), but your presentation style and musical accompaniment was entertaining, provocative and informative and made it the best presentation at our conference. You have a very talented team that does an excellent job in communicating the opportunities and challenges of current and future management trends.” 1994, Max Schetter, Executive Vice President and General Manager, Greater San Diego Chamber of Commerce. “...Your presentation, “Managing Work Force 2000” was outstanding...........reports form the conference evaluations indicate that your remarks were very well received.” Melissa Muendel, 1994 Greater Knoxville Chamber of Commerce and President-Elect and 1994 Conference Chairman for ACCRA-- The Association or Applied Community Researchers -- affiliate of American Chamber of Commerce Executives and the American Economic Development Council.
Presentation and Paper, "Managing Change with Configuration-Value Management," Sponsored by 34th Annual International Conference of the Society of American Value Engineers, Fairmont Hotel, New Orleans, Louisiana, April 24-27, 1994.
Presentation, Full Day Session on "Managing Work Force 2000." "Part 1, Forecasting Work Force 2000" and "Part 2, Managing Work Force 2000," WATTec '94, Hyatt Regency Hotel, Knoxville, Tennessee, February 24, 1994.
Presentation, "TQM: The What and Why Important to Technical Communications," Steven Gambrell and Craig A. Stevens, East Tennessee Chapter of the Society for Technical Communications (STC), Knoxville, Tennessee, January 25, 1994.
Presentation, A two hour session on "Quality Management in Government," Donna Riggs (DOE), Grover Smithwick (DOE, filling in for Joe La Grone), Dr. Jerry Westbrook (UAH), Craig A. Stevens (SAIC) sponsored by The Department of Energy, DOE Federal Building, Oak Ridge, Tennessee, November 4, 1994.
Stevens, C.A., Steven Gambrell, "Managing Change with Configuration-Value Management," Industrial Engineering Magazine, Institute of Industrial Engineers, May 93.
Presentations, A half-day session on "Pollution Prevention and Waste Minimization," Karen Catlett (DOE) (Moderator), Stevens, C.A. (Co-Moderator), Ann Walzer (Energy Systems) Wayne Neff (Energy Systems), Bill Miller (Saturn) and Ken Hardison (UTK) sponsored by The Institute of Industrial Engineers (IIE), East Tennessee Chapter, U.S. Department of Energy, Martin Marietta Energy Systems (Energy Systems), and Science Applications International Corporation (SAIC), at WATTec, Hyatt Regency Hotel, Knoxville, Tennessee, February 1993.
Presentations, A half-day session on "Intra-Preneurship" including: "The Intra-Preneurial Spirit," "Instilling Ownership," "Stimulating Creativity," and "Facilitating Innovation,” Stevens, C.A. (Moderator/Speaker), S. Gambrell, L. McCartney, Calvin Pepper, and Farris Jordan PhD, sponsored by The Institute of Industrial Engineers (IIE), East Tennessee Chapter, Science Applications International Corporation (SAIC), and Innovative Resources and Systems (IRaS) at WATTec, Hyatt Regency Hotel, Knoxville, Tennessee, February 1993.
Presentation, "Managing Change - Creating a Vision and Moving to that Vision," Stevens, C.A. and Steven Gambrell, sponsored by the National Presidents Program of WATTec, Science Applications International Corporation (SAIC) and Innovative Resources and Systems (IRaS) at WATTec, Hyatt Regency Hotel, Knoxville, Tennessee, February 1993.
Presentation/Papers, Special Session on Managing Change, Gambrell, Calvin Pepper, 4th International Conferences on Productivity and Quality Research, Miami FL, February 1993. Included in book, "Productivity and Quality Management Frontiers-IV," Industrial Engineering and Management Press Institute of Industrial Engineers, Norcross, Georgia, 1993.
"Managing Change, Part 1 - Change Management - The human side of change and its relationship to quality and productivity,” Stevens, C.A., Steven Gambrel; "Managing Change,
Part 2 - Team Communications in the 21st Century,” Stevens, C.A., Calvin Pepper, Steven Gambrell; "Managing Change,
Part 3 - Facilitating and Controlling Change - Improving Competitiveness, Quality and Productivity,” Stevens, C.A., Steven
Presentation/Paper, "Configuration Management and Its role in Safety - Related to 29 CFR 1910.119,” Stevens, C.A., 9Th Annual International Maintenance Conference, Nashville, Tennessee, October 1993.
http://issuu.com/craigastevens/docs/configuration_value_management_pape
Calvin Pepper and Craig Stevens “Project Management – Maintaining Quality by Communicating,” Third International Waste Management Conference, ASQC, Las Vegas, Nevada, 92 76. Stevens, C.A., Steven Gambrell, "Moving Through the Three Phases of Organizational Change," Industrial Management Magazine, Institute of Industrial Engineers, July/August 1992.
Presentation, A half-day session on Managing Change including: "Change Management - The human side of change," "Facilitating Change - Improving competitiveness," and "Controlling Change - Configuration Management and Value Engineering,” Stevens, C.A. (Moderator/Speaker), S. Gambrell, L. McCartney, N. O'Connor, and Farris Jordan PhD, sponsored by The Institute of Industrial Engineers (IIE), East Tennessee Chapter, Science Applications International Corporation (SAIC), and Innovative Resources and Systems (IRaS) at WATTec, Hyatt Regency Hotel, Knoxville, Tennessee, February 18-21, 1992.
Presentation/Paper, "Managing Change with Configuration-Value Management; The Integration of Configuration Management, Value Engineering, and Incentive Programs for Innovation,” Stevens, C.A., American Society for Engineering Management, 12th Annual Conference in Chattanooga, Tennessee, on October 20-23, 1991.
Stevens, C.A., K. Wright, "Managing Change with Configuration Management, what are the issues related to Quality and Productivity?" National Productivity Review, page 509, Executive Enterprises Publications Co., New York, New York, Fall 1991.
Presentation/Paper, "Managing Change with Configuration-Value Management; The Integration of Configuration Management, Value Engineering, and Incentive Programs for Innovation,” Stevens, C.A., R.F. Brown [P.E.], M. Owens, P. Thompson, R. Best, L. Stevens, 1991 Design Productivity Institute and International Conference, Honolulu, Hawaii, February 3-9, 1991.
Presentation/Paper, "Using Configuration Management to Maintain Quality and Productivity in a Competitive World," Stevens, C.A., R.F. Brown [P.E.], K. Wright, R. Best, 3rd International Conferences on Productivity and Quality Research, Session on Total Quality Management - Focus Issues, Miami FL, February 20-22, 1991. Productivity and Quality Management Frontiers-III, page 427, Industrial Engineering and Management Press Institute of Industrial Engineers, Norcross, Georgia, 1991.
Presentation, "Configuration Management (CM), What is it? Why is it important? Who needs it?" Stevens, C.A., to WATTec '90, 17th Annual Technical Conference and Exhibition, during a session entitled "Managing Change" sponsored by The Institute of Industrial Engineers (IIE), East Tennessee Chapter, in cooperation with Science Applications International Corporation (SAIC), Hyatt Regency Hotel Knoxville, Tennessee, February 23, 1990. Also served as session moderator.
Program (and other) Articles for the 1989-90 "Institute of Industrial Engineers Newsletter," Institute of Industrial Engineers (IIE), East Tennessee Chapter (Number 11), April 1990, March 1990, February 1990, January 1990, December 1989, November 1989, October 1989, September 1989. 84. Presentation, "Configuration Management (CM), What is it? Why is it important? Who needs it?" Stevens, C.A., to the Institute of Industrial Engineers (IIE), East Tennessee Chapter Program Speaker for April 1989. 85. Hungerford, J., C.A. Stevens, J. Snider, R. Sawhney, J. Weiner, and J. Wilhelm, "Warning Systems and Written Instructions for U.S. Golf Cart Industry, ANSI Standards for the Golf Cart Industry." The University of Tennessee, 1986. 86. Stevens, C.A., "300 Productivity Abstracts." MTM Association and The University of Tennessee, 1984. MAJOR INTERNAL PUBLICATIONS AND PRESENTATIONS: (many not shown) - Most not recorded
Supported the internal SAIC ECG Weekly Seminars in areas of Management: (1) “Intra-Preneurship – Stimulating Creativity and Facilitating Innovation,” Stevens, C.A. and S. Gambrell; (2) “Empowerment – Your Role in TQM Programs,” Stevens, C.A. and S. Gambrell.
Supported “The Bear Creek Burial Ground Walk-In Pits at Y-12 Plant Configuration Management Plan and Procedures, Martin Marietta Energy Systems, Oak Ridge, TN.
Supported “Material Flow Analysis for Paducah Gaseous Diffusion Plant Shipping and Receiving,” Shipping and Receiving Department, Martin Marietta Energy Systems, Paducah, KY, 1990.
Supported “Site Development and Facilities Utilization Plan for Oak Ridge Y-12 Plant,” Capital Resource and Facility Management Department, Martin Marietta Energy Systems, Oak Ridge, TN, 1989.
Supported “Scoping Study for the Enriched Uranium Factory Modernization,” Capital Resource and Facility Management Department, Martin Marietta Energy Systems, Oak Ridge, TN, 1989.
Stevens, C.A. “Review of the Utility Aspects of the Current Y-12 Site Development Plan and all Applicable Drawings and other Utility Data.” Phase 1; Y-12, Facilities Management Group, Martin Marietta Energy Systems, Oak Ridge, TN, 1989.
Supported “Final Safety Analysis Report (FSAR) for the Precipitator System at Y-12.” Martin Marietta Energy Systems, Oak Ridge, TN., 1988. 94. Stevens, C.A., B.E. Henderson, D. Wilkes, R.J. Rhea, J. Mosier, “Configuration Management at the Feed Materials Production Center.” Feed Material Production Center (FMPC), Westinghouse Materials Company of Ohio (WMCO), 1988.
Stevens, C.A., K.M. Weaver, and E. Freedman, “Manufacturing Process Flow Analysis (MPFA) Documentation. Volume I, Site Wide Engineering Notes. Volume II, Plant 5 Engineering Notes,” Feed Material Production Center (FMPC), Westinghouse Materials Company of Ohio (WMCO), 1988.
Heidel, G., C.A. Stevens, “Engineering Design Information Systems (EDIS),” Computer-Aided Engineering, Martin Marietta Energy Systems, Incorporation, Oak Ridge, TN, 1987.
Stevens, C.A., T. Hollenbeck, and M. Ward, “Introduction to INGRES.” IOC Historical Data Base, Department of Navy, SEMMSS Program, Oak Ridge, TN, 1986.
Baudry, T., C.A. Stevens, G. Heidel, “SRL TNX CAD Planning, Final Report,” Savannah River Laboratory (SRL), Aiken, SC, E.I. duPont, 1986.
Stevens, C.A., B. Brown, H. Liggett, and D. Huddleston, “Materials Safety Data Sheets (MSDS) Manual, Right to Know Laws,” David Witherspoon, Inc., Knoxville, TN, 1985. 100. Stevens, C.A., “Emergencies Plans for Hotel/Motel Industry,” Holiday Inn, Watauga Inns, Inc. (5 locations),” Crossville, TN, 1985.
Hungerford, J., J. Snider, R. Sawhney, J. Weiner, C.A. Stevens, and J. Wilhelm, “Evaluation of Club Car, Inc. Warning Systems and Written Instructions.” Club Car, Inc., GA, 1984.
Some Project Details of WESTBROOK STEVENS, LLC, NASHVILLE
Founded to serve NASA and as the primary support company for several start-up organizations Veteran Restoration Ministries, Life of Victory International Ministries, Faith-Based Technical Assistance Center, Ultimate Earth, Nashville International Studios, Agknowledge Magazine, SET Oak Ridge Tennessee, (and others) and also founded to publish a systems approach to business issues and to train organizations in the use of the Linked Management Models. The goal was to build a world class consulting, staffing, and services firm. More information can be found at www.westbrookstevens.com. Managed the following programs/projects:
Technical Advisor for Investors in Cutting Edge Start-up Technologies. Objectives: Find potentially profitable technologies to invest in based on a predetermined criterion, screen, and help determine how to roll them out.
CSG – Conservation Services Group – As the Developer, Writer, and Lead Trainer in Energy Efficient Homes, Craig, developed the Tennessee Valley Authority’s training program and materials for improving the Energy Efficiency of Homes in the Tennessee Valley. This program was used to train and certify both Auditors and Contractors for TVA’s Program. Every certified auditor or contractor on their certification, either has Craig’s signature or a signature from one of the trainers he trained. Objectives of Project: To help design a weatherization program, develop materials, teach TVA participates, and certify every contractor or auditor for TVA’s energy efficient homes program required for federal tax refunds. Team Details: Three highly trained and experiences consultants during development and about 10 trainers. · Time Frame: About 6 Months Results: The program is successful. To obtain tax credits for making your home more efficient, one of the certified auditors and then contractors would come out and sign off on your project.
THE UNIVERSITY OF CENTRAL OKLAHOMA – As Program/Project Manager - our team lead the Human Resources’ business process improvement efforts to standardize job classifications, descriptions, and pay scale. Reviewed all existing 700+ job classifications and descriptions (some of which were never documented). Determined the general nature of the positions and recommended position level job descriptions for administration, faculty, and staff. Reviewed and suggested improvements and appropriate methods and styles of job descriptions. Provided generic examples. Produced a template for the positions identified by COKU as Adjunct Faculty, Lecturer, Instructor, Assistant Professor, Associate Professor, and Professor. The descriptions reflected the job content, responsibilities, accountability, and requirements. Consolidated hundreds of individual departmental descriptions to a few university specific descriptions. Benchmarked existing job descriptions using other institutes of higher learning. Created a system for future evaluations for promotions, corrective actions, and/or salary adjustments to be documented and substantiated in a systematic and repeatable way. Assigned salary ranges for each of the job classifications. Objectives of Project: To create a systematic and repeatable template for all employees’ job descriptions for COKU in a short amount of time (about 4 mouths). Team Details: Three highly trained and experiences WBS consultants worked with the COKU HR team to develop improvement program and then to implement the rewriting of all job descriptions. · Time Frame: About 6 Months · Results: The program is successful. Program templates were created successfully, and employees were being transitioned to the new system when we left.
Supported the fieldwork and business functions for Doc Air, a company that does water mitigation, improves the energy efficient of homes and businesses, and improves the air quality within the spaces. To learn the business, worked in every aspect of the company from sales to energy audits and implementation of improvements. Did several marketing presentations to groups.
NASA, National Aeronautics and Space Administration, Customer and Employee Relations Directorate at Marshal Space Flight Center, Huntsville, Alabama, Organizational Development Facilitator and Speaker, provides Problem Solving Facilitation, Organizational Development, Process Improvement, Training, Orientation and Motivational Speeches. Through AI SIGNAL RESEARCH, INC., NASA, National Aeronautics and Space Administration, Customer and Employee Relations Directorate at Marshal Space Flight Center, Huntsville, Alabama, January 2000 to December 2001. (1.) OD Coordinator (SME) - Supported NASA in continuously improving organizational effectiveness and efficiencies. Worked with many different organizations used systems thinking in support of problem-solving facilitation and business process improvement type efforts and offsite team building efforts. Also, supported new employee’s orientations efforts. Provided Problem Solving Facilitation, Organizational Development, Process Improvement, Training, Orientation and Motivational Speeches. (2.) Project Member (SME) - NASA facilitator for the science and technology center in Huntsville, the team included The U.S. Air Force, U.S. DOE, University of Alabama, and others. - Objectives of Project: To create the planning for the Science and Technology Center in Huntsville. - Team Details: I was the NASA facilitator. There were 3 Facilitators in all, one from each of the three groups U.S. Air Force, U.S. DOE, and NASA. There were many high level, managers, scientist, and engineers from these three groups. There were also teams of support from the UAH and others. - Time Frame: About 6 Months · Results: I was able to support the group efforts and was able to help design a portfolio management system for the three Governmental organizations for selection and investment in scientific projects. (3.) Project Manager (SME) - As Developer, Speaker and Facilitator, developed and provided training and facilitation of “A Systems Approach to Team Problem Solving” for the Payload Operations Groups of NASA’s Marshall Space Flight Center in Huntsville, Alabama and The Johnson Space Center in Houston, Texas. - Objectives of Project: To bring the two centers together to consolidate and redesign services to train NASA astronauts in using scientific experiments. - Team Details: OD NASA Consultants and the two groups (maybe 50 People). - Time Frame: About 4 Months - Results: The two groups decided that the effort was helpful in building a better working culture and supported interdepartmental services. (4.) Project Manager (SME) - As Developer and Speaker, developed and provided training on Customer Relationships to NASA’s Marshall Space Flight Center’s Procurement Group. - Objectives of Project: To create the planning for CRM. - Team Details: 3 Team members. - Time Frame: About 4 Months - Results: High-level strategic plans were developed. (5.) Project Manager (SME) - As Developer and Speaker, developed and trained the trainers for the “Customer Relationships Management (CRM)” curriculum for NASA’s Marshall Space Flight Center’s Center Operations Program. Developed the workbooks and presentation material and supplies. Provides the materials as needed to NASA. Before 9/11, The plan was to train the 3000 members of this group, and then possibly import the training to the other MSFC employees (around 17,000 people total). The plan was to present the same material to all of NASA on a national level (Program Cancelled). - Objectives of Project: To design and create the first pass at the entire CRM program. For several different sets of funders. - Team Details: 2 WBS Consultants. - Time Frame: About 4 Months -Results: Provided plans and materials to teach CRM.
ULTIMATE EARTH, Inc., Nashville Tennessee, Start-up, Vice President and Chief Operations Officer, Founded to support the international effort to use the water hyacinth plant (a very destructive and disruptive nuisance that grows in subtropical areas) as the raw material for food, clothing, and building material. Designing and developing all systems. One of the goals is to build industrial facilities in different countries and to teach the native peoples to run and manage each of the facilities. Program Manager (SME) - Developed the first high-level strategic conceptual plans for the development of a concurrent systems engineering approach to the design, planning and development of industrial efforts to make use of the Water Hyacinth plant. The first efforts include fourteen countries, four of which will have full industrial facilities, while the others will be based on cottage industries (Program estimates valued at $550,000.000). Also, to develop a program to support to Ultimate Earth in the development and management of Water Hyacinth products and industrial facilities. The goal is to provide the technical support to Ultimate Earth in the mission of helping poor peoples support themselves. - Objectives of Program: To create the entire company strategic, tactical, and operational plans. For several different sets of funders. - Team Details: Several funding related partners and technical advisors were used. (6 consultants). - Time Frame: About 13 years of my involvement (concept started in 1960’s). - Results: Several political changes (9/11 and political setbacks) the funding availability dried up and although the plans were competed and considered successful. Funding is not available currently.
NASHVILLE INTERNATIONAL STUDIOS, Nashville Tennessee, Start-up, 2000 to 2009. Organizational Development Executive Systems Engineer and Assistant to the Chairman. Westbrook Stevens, LLC role is to provide management systems consulting and temporary startup support as needed. Developing overall design of systems and organizational development. (estimated potential value of company at over $2,000,000.000)
AGKNOWLEDGE MAGAZINE, Nashville Tennessee, Start-up, Executive Magazine to Agra-business manufacturing leaders. 2000 to 2001, Member of Board of Advisors; Columnist of Technical and Business Column “Westbrook Stevens, The Principals of Results;” and National Conference Staff Moderator, Speaker, and Group Facilitator.
LIFE OF VICTORY CHRISTIAN MINISTRIES Nashville, Tennessee, March 2002 to present, Member of the Board of Directors, Non-profit Business consultant, Project Manager and Facilitator/Trainer. Chair of the faith based technical assistance center for non-profits. - Objectives of Program: Help small companies to better serve their communities and obtain funding. · Team Details: Lead a small group of leaders, volunteers, and employees. · Time Frame: About 3 years of my involvement many projects. - Results: We able to support 20 to 40 small companies and train them in business planning and operational efficiencies. Supported fund raising efforts for the small companies. However, our scope was to show them how.
Project Manager (SME) - Supported DCS of Anderson County in continuously improving organizational effectiveness As Developer Speaker and Facilitator, developed and provided training and facilitation of “A Systems Approach to Team Problem Solving” for a cross functional group (Schools, Department of Children Services, Courts, Volunteers and Contractors) in support of business process reengineering and overall systems development of children services in Anderson County Tennessee. - Objectives of Program: This was an organization development effort to help lay the plan for an improved working culture. - Team Details: 1 OD and employees and managers of DCS program - Time Frame: About 1 Month. - Results: Everyone expressed an improved understanding of each other and a improve culture. Obtained letters of appreciation from the state.
Earlier name for Westbrook Stevens, LLC - INNOVATIVE RESOURCES AND SYSTEMS (IRaS), Oak Ridge, Tennessee, (all other services). Founder and President. Started, designed, and developed all systems, and organized a small service sole proprietorship company, for the development and marketing of ideas, products, and services. Services/projects include providing business, manufacturing, industrial and systems engineering type support, ISO 9000 and 14000 training, facilitation, and implementation; publishing newsletters, papers, and books; and presenting presentations and workshops on management issues. (1) Project Manager (SME) - Provided industrial and systems engineering and marketing support through LAW Engineering; Pragmatics, Inc.; Pacific Western Technologies (PWT), Ltd.; Science Applications International Corporation (SAIC); and Business Process Improvement Professionals (BPIP) as needed. (2) Project Manager (SME) - Provided systems/industrial engineering support to the Y-12 Material Surveillance and Technical Support (MSTS) division of Lockheed Martin Energy Systems (LMES). Supported the program’s preparation of basis of estimate (BOE) for its proposed FY 1998 budget related to Central Scrap Management Office (CSMO) Program Office, Chemical Operations, Business Center for Precious Metals, and Building 9206 Transition. (3) Project Member (SME) - Provided ISO 9000 and 14000 training, facilitation, and implementation for MARCA (a Japanese manufacturer of refrigerator compressors “Panasonic”), Vonor, Tennessee and other companies. (4) Program Manager (SME) - Provided three training classes generally to both commercial companies and governmental organizations related to Customer Service. Class 1, Serving the Public, is aimed at those front-line employees who interface with people outside the organization. Class 2, Team Building, Serving Internal Customers is designed for employees who interface with internal customers and/or who work in teams. Class 3, Manager’s Guide to Customers Service and Team Building is designed to train the manager in how to integrate customer service into the company’s strategies on competitiveness. (5) Project Member (SME) - Provided support as instructor to Pellissippi State Technical Community College. Class was titled Managing Change: Investigating the Cultural, Organizational, and Technological Changes in Business and Industry. Also supported college of communications as substitute instructor for classes related to business presentations.
Earlier name of Innovative Resources and Systems was TENNESSEE INNOVATIONS, Crossville, Tennessee. . President and Program Manager. Organized, staffed, and marketed a small sole-proprietorship company to pay for and provide projects for education. Staff fluctuated between two and ten temporary employees. Provided engineering consulting services covering a wide range of activities, such as, OSHA‑based studies in the areas of employee right‑to‑know laws (David Witherspoon, Inc.); noise studies (Carrier Corp., Allied Products, Inc., and The University of Tennessee); a lighting study (Heil, Inc.); safety-based studies, such as public safety (Clubcar Golfcarts) and emergency plans (Underwater Salvage, Holiday Inn); productivity improvement studies, such as plant automation review (Dennisen and Carter, Inc.) and plant layout (Dennisen and Carter, Inc., St. Mary's Medical Center); a work measurement/time study (St. Mary's Medical Center); and a productivity information study (MTM Association). Experienced in areas of inventive design/value engineering for export and import (American Accessories, Inc., Camel Tent Company). Worked in several areas of communications including presentation systems (Engineered Products, Inc.), general orientation/education systems (Holiday Inn), and commercial art (for over 50 different companies). Performed project engineering/management and designed systems for solar energy utilization (Holiday Inn) and erosion control (Holiday Inn).
PRAGMATICS, INC., Oak Ridge, Tennessee,
Chief Engineer and Quality Manager. Responsible for general management, expanding markets and customer base, developing business systems, and developing approaches in marketing. Developed systematic and repeatable methods, plans, policies, and procedures for strategic management, quality (continuous quality improvement, performance measurement, supporting communication network), and marketing (data base marketing systems, systems for employee participation, customer lead and satisfaction surveys).
Program Manager (SME) - Developed world class models for the U.S. Department of Energy’s (DOE) commercialization and re-engineering efforts in Oak Ridge including: (1) Organization Models incorporating trends in organizational structure, philosophy, and management techniques; (2) Employee Change and Transition Models based on core competencies, project life cycles, subcontractor teaming, and competitive cultural issues; (3) Privatization Models incorporating not only transition of employees and organization issues but also specific examples and proposals for privatization; and (4) Procurement Models related to existing contracts and packaging of tasks and functions.
Project Manager (SME) - Developed shipping and receiving database and inventoried B-25 Boxes. Required working as liaison with all Y-12 divisions generating waste and a variety of Waste Management groups. Updated and streamlined processes, information, and a database; while running search and inspection tasks for finding inventory for Lockheed Martin Energy Systems (LMES), Waste Management and Defense Programs, DOE Oak Ridge Operations, Y-12 Site, Tennessee.
Program Manager, BA, and Industrial/Management Systems Scientist. Provided a wide range of services directly to SAIC’s Systems Engineering and Integration Division, Integrated Engineering Solutions Business Unit including support in the development and implementation of strategic business and Quality Management plans, layout of service centers, support on a large number of marketing efforts and proposals, and seminars on management issues. SAIC projects listed below:
Project Manager (SME) - As Business Process Reengineering Consultant and Systems Engineer supported the Oak Ridge National Laboratory (ORNL), Waste Management, and Reengineering Implementation Project. Prepared the implementation plan and performed systems engineering (lean) process improvement analysis on all waste streams (including Solid Low-Level Waste, Liquid Low-Level Waste, Transuranic and Alpha-Contaminated Waste, Hazardous, PCB, and Low-Level Mixed Waste).
As Program Manager and Principal Investigator supported (in a leadership role) The Department of Energy (DOE), Oak Ridge Operations (ORO) and Lockheed Martin/Martin Marietta Energy Systems (Energy Systems) waste management and environmental restoration programs. This was an on-going program and was covered by several contract vehicles. The support included: (1) DOE Budget Program Activities, (2) Environmental Restoration and Waste Management Site-Specific Plans (SSP) (for 5 large sites), (3) DOE Five-Year Plan, (4) Summaries of Waste Management and Corrective Activities Program Monthly Status Reports, (5) Monthly Activity Summary, (6) Activity Data Sheets (ADS), (7) Baseline Change Control -- Plans, Control Boards Charter, and Procedures, (8) Monthly National Environmental Policy Act (NEPA) Summary Reports, (9) NEPA Environmental Assessments, (10) many meeting facilitations, (11) many public participation information and meetings, (12) Program Summary Documents and Progress Charts, (13) Program Roadmapping and issues resolution, (14) Progress Tracking Systems, (15) Quality Management/Assurance Appraisal Audits based on DOE 5700.6C and TQM principles, (16) supported the DOE and Contractors’ EM Program Project Management Improvement Stand-down Process, (17) Supported the review and development of Program Management Plans, (18) Review of the Energy Systems Waste Management Organization Program Management Plan, (19) Baseline Environmental Management Report (BEMR), (20) Cost Quality Management Assessments (CQMA), (21) Maintained Integration Schedules, (22) Performed Pollution Prevention/Waste Minimization Studies, and other support as needed, DOE Oak Ridge (Y-12, K-25, ORNL), Tennessee; Paducah, Kentucky; and Portsmouth, Ohio.
Project Manager (SME) - As Industrial and Information Systems Consultant inventoried B-25 Boxes. Required working as liaison with all Y-12 divisions generating waste and a variety of Waste Management groups. Updated and streamlined processes, information, and a database; while running search and inspection tasks for finding classified inventory for LMES, Waste Management and Defense Programs at DOE Oak Ridge Operations Y-12 Site, Tennessee.
Project Member (SME) - As Information Systems Consultant tested designs and documented processes, graphical interfaces, and information flows for the development of the National Women’s Health Information Center’s World Wide Web Site, Washington, DC.
Project Member (SME) - As SAIC Liaison and Information Systems Consultant supporting Contingency Aircraft Parking Programming in remote locations for United States Air Force, Civil Engineering, Air Mobility Command, Scott Air Force Base, Illinois (near St. Louis, Missouri).
Project Manager (SME) - As Software Configuration Manager supported the major software development project for Sears Services Group using PVCS Software Configuration Management Package on a Novell network, Chicago, Illinois. Also provided PVCS support to internal SAIC work.
Consultant provided Conduct of Operations (CONOPS) support to the Waste Transportation and Landfill Operation (WTLO) which included: (1) review of all operations related to eighteen CONOPS chapters; (2) developed new (lean) operational systems and procedures for several of the operations; (3) performance measurement support; (4) provided review and auditing support of all operations; (5) developed Conduct of Rounds Procedures and Round sheets for all of the facilities within WTLO; (6) supported transportation-related systems activities, such as tankers crossings of RAD areas; (7) updated and developed log keeping guidelines; (8) directed training films and provided training support for Lockheed Martin Energy Systems, Oak Ridge, Tennessee.
Project Manager (SME) - As an Industrial/Systems Engineer for SAIC Energy and Health Information Division, supported the DOE Order 4330.4B. "Maintenance Management Program," compliance master plan scheduling projects for Instrumentation and Control, Technology Services divisions of the Oak Ridge National Laboratory (ORNL), Energy Systems, Oak Ridge, Tennessee.
Project Manager (SME) - As Industrial/Systems Engineer and Information Systems Consultant Used the Martin Marietta Methodology and Paducah Gaseous Diffusion Plant (PGDP) Work Plans for Generating Waste Volume Estimates to develop software that quickly calculated waste volumes related to environmental restoration of all related solid waste management units (SWMUs). Supported the waste volume-estimating project for PGDP Waste Area Groups (WAGs), Paducah, Kentucky.
Project Member (SME) - As Industrial and Management Systems Consultant Reviewed and Developed the Quality Assurance Plan, Records Management Plan, and Configuration Management Plan, related systems, and Procedures. Supported the Bear Creek Burial Ground "Walk-In Pits" Closure Project at the Y-12 Site, Energy Systems, Oak Ridge, Tennessee.
In 1992, as Site Engineer/Industrial/Systems Engineer and Program/Project Manager supported several site development planning and improvement projects as Site Engineer for (Y-12, K-25, ORNL) and as a member of the SAIC Logistics, Transportation, Engineering, and Economic Analysis Division, as follows: (1) Y-12 Reconfiguration Site Development Plan (SDP); (2) Oak Ridge National Laboratory (ORNL) Technical Site Information Document (TSI) master and five-year plans; (3) K-25 SDP providing technical assistance on the functional analysis section; and (4) Y-12 SDP providing technical assistance on the functional analysis and population sections, Energy Systems, Oak Ridge, Tennessee.
Project Manager (SME) - As Industrial Engineer and Task Leader provided (lean) architectural programming for Tennessee Valley Authority’s Corporate Facilities Management Group. Provided plans for the reorganization of East Tennessee offices, systems, and facilities. Reviewed several different groups containing a variety of shops and operations. Made estimates on space and material flow requirements based on a Just-in-Time system of operations, Knoxville, Tennessee.
Project Member (SME) - As Industrial Engineer and Member of the Pre-Tiger Team representing packaging and transportation issues related to the health and safety-auditing project. Also supported the industrial safety and industrial hygiene members in tagging deficiencies at K-25 Energy Systems, Oak Ridge, Tennessee.
Project Member (SME) - As Industrial Engineer and Training Consultant as certified Performance Based Trainer, supported the Performance Based Training (PBT) Program for the Facility Safety Department, Metal Fabrication, Procurement Engineering, and Nuclear Material Compliance and Administrative (NMC&A) groups at Y-12 Energy Systems, Oak Ridge, Tennessee. Reviewed, learned, and studied all the processes and operations to develop and support PBT programs and workshops.
Project Manager (SME) - As Industrial Engineer and Principal Investigator (project manager) supported the site selection for the Y-12 Sanitary and Industrial Wastewater Treatment Plant (SIWTP). Developed systems and tools for selection. Also supported the recycle alternatives study (green) for the SIWTP, Energy Systems, Oak Ridge, TN.
As Program/Project Manager, Industrial Engineer, Facilities Engineer, and Principal Investigator in the Planning and Systems Support Division: (1) provided systems design and documentation support on the "Scoping Study for Lean Enriched Uranium Factory Modernization;" (2) provided technical support in the review, value engineering (VE), design, and plant layout of the modernization plan for the future Y-12 Enriched Uranium Focused Factory (EUFF); (3) supported development of the functional flow diagramming of the classified processes involved in the operations of the factory and the analysis for cost engineering; (4) supported the site selection and preliminary designs of the Hydrogen Fluoride (HF) storage facility for Y-12; (5) supported the tracking and assimilation of the 1990 Y-12 SDP providing a review of the utilities aspects, waste management data/practices, and all applicable drawings; (6) supported a landscaping review of possible improvements to the New Hope Pond Closure; and (7) provided systems thinking support for the functional adequacy data base for the Capital Resource and Facility Management Division at Energy Systems, Oak Ridge, Tennessee.
Project Manager (SME) - As Industrial Engineer supported the analysis and documentation leading to the (lean) material flow analysis for PGDP Shipping and Receiving. Provided (lean) functional flow analysis and estimated statistically the optimum work and time involved for a related task for the purpose of improving the operations, layout, and overall systems for the Shipping and Receiving Department at Energy Systems, Paducah, Kentucky.
Project Member (SME) - As the Management Systems Consultant provided configuration management assistance in support of the Los Alamos National Laboratory Plutonium Facility (PF-4) at Los Alamos National Laboratory, Albuquerque, New Mexico. Wrote an example of a configuration management plan and provided general comments for use in improvement of systems and processes.
Project Member (SME) - As Information Systems/Management Consultant aided in support of the information management issues related to the transportation function of the Federal Waste Management System for the DOE-Chicago Operations Office, Argonne, Illinois.
Project Manager (SME) - As Information Systems Consultant provided technical support in a review of all incoming and outgoing classified containers for the development of (lean) systems involved with the transportation data base information for both the 1989 and 1990 documents at Y-12 for Energy Systems, Oak Ridge, Tennessee.
Project Member (SME) - As Safety/Industrial Engineer provided technical support on the Final Safety Analysis Report (FSAR) for the Precipitator System used to precipitate and collect uranium compounds from uranium solutions at Y-12, Energy Systems, Oak Ridge, Tennessee.
As the SAIC Information Systems Division Program Manager, Principal Investigator and Information/Management Systems Consultant of SAIC’s Fernald Operations, senior member of the management team, developed the Program Management Office (PMO) and supported the development of projects for the DOE Feed Materials Production Center (FMPC) operated by Westinghouse Materials Company of Ohio (WMCO), in the Cincinnati, Ohio area. Work included: (1) the development and/or enhancement of all Configuration Management (CM) systems; such as, the Configuration Management Function (CMF) Office (CMO), the Engineering Change Proposal (ECP) and Construction Change Proposal (CCP) procedures, the Physical Verification Teams, the Engineering Checking and Release function, and other related procedures and/or charters; (2) development and/or enhancement of the Engineering Drawing Numbering System, the Drawing Archive, and CM Systems Data Base and other CM support systems; (3) supported FMPC projects such as the Work Maintenance Control System, Safety Topical Manuals, Operational Safety Requirements (OSRs), and the (lean) Production Operations Manufacturing Process Flow Analysis (MPFA). The MPFA was the collection and analysis of statistical information for the development of a knowledge-based expert system. Work included the development of the data base management system, the data bases, and support software such as Simfactory (simulation package) to provide a forum for the logic used to answer basic management questions about lean manufacturing processes; and (4) supported several studies and documents (e.g.; Pilot Plant Facility and Process Description Document, Safety Documentation Process Reports, Software Program Descriptions Requirements Documents, Evaluation Reports, and other non-related Business Analyses and Business Intelligence systems planning was also common).
Project Member (SME) - As Management Systems Consultant provided support to the Rocky Flats CM Project for Rockwell International, Denver, Colorado.
Project Member (SME) - 1986 - For the ADP Strategic Planning Division, served as an Industrial/Systems Engineering and Operations Management Consultant. As one of the investigators for the Lawrence Livermore National Laboratory, CA procedures writing contract, researched and performed the first flow and network diagrams documenting the overall (lean) operational and start-up of the systems required in the overall operational sequences and equipment implementation for the Atomic Vapor Laser Isotope Separation (AVLIS) program, located in Livermore, California.
Project Manager (SME) - As one of the Principal Investigators and Information Systems Consultant, supported development of a program to train U.S. Navy engineers (from both coasts) in the use of INGRES data base management system software for Energy Systems, and provided training to the engineers on how to use INGRES as a tool to retrieve information for the Systems and Equipment Maintenance Monitoring for Surface Ships (SEMMSS) Program. Served as the principal author on the project-training manual.
Project Member (SME) - As Information Systems Consultant provided technical assistance for the CAD/CAM Division on the requirements analysis for duPont's TNX facility at the Savannah River Laboratory (SRL), South Carolina, to develop an implementation and training plan for a CAD/CAM system. Work included information collection, information and (lean) workflow analysis, technical editing, and documentation processes.
Project Member (SME) - As Information Systems Consultant provided technical assistance for the Engineering Design Information System (EDIS) Project in the areas of information and work flow, technical editing, and documentation in the CIM support effort for Martin Marietta Energy Systems in Oak Ridge, Tennessee.
Project Member (SME) - Served as Industrial/Systems Engineer for SRL environmental impact research on hazardous waste cleanup of 32 sites for duPont. Provided technical assistance in areas of Probabilistic Risk Assessment, statistical data collection, construction man‑hour estimation, the formalization of accident probabilities, accident criteria classifications, and overall analysis methodology for the accident databases. Participated in similar assistance to the SRL for research in transportation of hazardous waste.
1972 to August 1985. Grew-up in and served more than 7 years in the Hotel/Motel industry and had a variety of duties/responsibilities. Last few years served mainly as customer and public relations trouble-shooter/problem solver.
M.S. in Engineering Management / Industrial and Systems Engineering, University of Tennessee, Knoxville
B.S. in Industrial and Systems Engineering, University of Tennessee, Knoxville
Adjunct Instructor, Currently I teach at the University of Tennessee, Knoxville, Tickle College of Engineering, for the Industrial and Systems Engineering Department (in the past I taught at Vanderbilt, Trevecca, Belmont, Lipscomb, UPhx) I teach graduate-level courses in Change/Project Management, Optimization, and Lean Six Sigma and others.
Deliver corporate training for several different training companies on Change/Project Management, Leadership, strategy, and Operational Excellence, and many more. Supporting development of the Master’s Program for Operational Excellence in Healthcare.
ABD PhD in Engineering Management / Industrial and Systems Engineering, University of Alabama and UT Space Institute - Tullahoma/Knoxville.
Some Certifications:
Project Management Professional (PMP)
Teach the CPrime Classes
Teach the UCertify Classes
Lean Six Sigma Master Black Belt (LSS-MBB)
Teach trough Westbrook Stevens and VMEdu
Master Black Belt – First studied through the University of Tennessee Classes and then IIE in the 1980s and through SAIC in the 90s. Developed Lean and Six Sigma Classes through Westbrook Stevens and later applied the Lean Six Sigma program at HCA Physicians Service as the Manager of the Continuous Improvement Program.
Teach though VMEdu all the course in Lean, Six Sigma
ICAgile:
Certified Professional Agile PM
Scaled Agile (ICP-APM&DAS)
Trainer
ScrumStudy
ScrumStudy – Agile Master Certified (SAMC)
ScrumStudy – Certified Trainer (SCT)
ScrumStudy – Scrum Developer Certified (SDC)
ScrumStudy – Scrum Fundamentals Certified (SFC)
ScrumStudy – Scrum Master Certified (SMC)
ScrumStudy – Scrum Product Owner Certified
Marketing
SMStudy – SCCS-P – Certified Corporate Sales Professional
SMStudy – SCDM-P – Certified Digital marketing Professional
SMStudy – SCMS-P – Certified Marketing Strategy Professional
FEMA Incident Command Center training/certifications:
ICS 100 – Intro to the Incident Command Systems
ICS 200 – Basic Incident Command Systems for Initial Response
ICS 244 – Developing and Managing Volunteers
ICS 300 – Intermediate Incident Command Systems
ICS 700 – Introduction to National Incident management Systems
ICS 800 – Introduction to the National Response Framework