1992 - Present
DAILEY & O’BRIEN, INC.
www.daileyandobrien.com
CO-FOUNDER AND PRINCIPAL
Co-founded, owns and operates boutique change management consulting firm helping Fortune 1000, non-profit, and government clients use strategic organizational change management and organizational development to address business challenges.
Recent client engagements include:
Engagement: Aligning people and business strategy with new CRM (Customer Relationship Management) technology in Fortune 200 mutual insurance agency.
Deliverables: CRM implementation team selection and guidance; CRM communications plan and expectations management strategy for customer-facing end-users; end-user learning architecture, training, and learning tools; pilot development, execution, and lessons learned; knowledge capture and best practices documentation.
Engagement: The use of technology and enterprise-wide knowledge sharing to increase employee retention and accelerate productivity in a global professional services firm.
Deliverables: Worldwide learning strategy and management development infrastructure; award-winning new employee orientation and on-boarding process; intranet-based tools for capturing organizational learning and knowledge sharing.
Engagement: Improving operating efficiencies, addressing solvency challenges, and improving employee satisfaction scores in a government agency.
Deliverables: Structured knowledge-sharing and learning events; executive coaching; personal learning plans for department heads; executive staff meeting facilitation; launch and guidance of an interdepartmental employee-based team of internal consultants.
Sample clients include: The Arbitron Company, Children’s Hospital of Washington, DC, Consumer Data Industry Association, GAMA (General Agency Management Association) International, Guardian Insurance, Georgetown University Hospital, iVillage.com, Landor Associates, Marriott Corporation, The Nature Conservancy, National Horse Shows Association, National Institute for Standards & Technology, Peace Corps, Prudential Insurance, Sudler & Hennessey Pharmaceutical Marketing.
Responsible for overall business strategy, operations, and client management, including: strategic and business planning; marketing strategy and communications; sales, finance, accounting, compensation; legal and tax matters; technology; hiring and contracted labor; client pitches, engagement scope and approach development, day-to-day client contact, reporting, and managing other professionals.
1999 - 2001
MONEYLIFE(TM)
www.mymoneylife.com
CO-FOUNDER
At the height of the dot-com craze, incubated a high-tech subsidiary of Dailey & O’Brien, Inc. to develop and license online personal finance education, sales, and data-mining tools for the women’s consumer market. Lead a team of advisors to develop the MoneyLife business plan, funding strategy, pro-forma P&L, cash flow projections, and distribution strategy including licensing agreements for co-branded and private-label online MoneyLife products.
Pursued venture capital and competed with 400+ companies to successfully qualify for Springboard 2000, a national venture capital fair for 35 women-owned high-tech businesses, for coaching and venture capital funding. Sought $2M in seed capital by leading pitches and discussions with 32 angel investor prospects and venture capital firms.
Received a $1.5M funding offer and various acquisition/joint-venture offers from major financial services companies, including Citigroup, Siebert, Inc., and Snyder Communications. Successfully qualified for an SBA-backed $250,000 loan and $1M line of credit. Also successfully defended and protected intellectual property in a trademark dispute with a major online women’s consumer portal, winning an out of court settlement with significant cash and stock options.
Profiled twice by The Wall Street Journal for entrepreneurial efforts, including a feature story about MoneyLife on page B1 of Marketplace, August 2001. Semi-finalist for Fast Company’s "Fast 50 List," March 2002.
1990-1992
GEORGETOWN UNIVERSITY
School for Professional Education
Washington, DC
DIRECTOR, TRAINING SPECIALIST PROGRAM
Directed overall strategy and operations of 9-month Training Certificate program for adult professionals seeking to gain skills essential to the development and delivery of facilitated learning, with an emphasis on strategies and tools delivered "just in time" that are tailored to specific organizational and adult learner needs.
In charge of: faculty selection (7 Instructors, 1 Assistant); course design and development (Orientation & Self-Assessment Seminar, The Adult Learner, Training Needs Assessment, Training Design & Development, Group Process, The Skilled Facilitator, Strategically Managing Human Resource Development, Integration Seminar); admissions and selection (30 students selected each year); selected class instruction and facilitation (Orientation, The Adult Learner, Group Process, Integration Seminar); mentor selection and training (1 mentor for each student); student and program evaluation.
Oversaw the successful completion of entire program for 60 adult students, including the building of individual training projects that demonstrated their competency in consulting, needs assessment, design, delivery, and evaluation.
1984 - 1991
MARRIOTT CORPORATION
Bethesda, Maryland
DIRECTOR, TRAINING & DEVELOPMENT
Led overall management training and development function for Senior Living Services, a new long-term care business within Marriott Corporation. Managed staff of 3 professionals, 2 assistants, and full time consultant on annual operating budget of $1.7 million. Instrumental in helping align human capital behind the business’ strategy of creating a new model of care giving in a hospitality-focused healthcare environment.
Partnered with business users and executive management to develop overall training strategy and infrastructure; developed and implemented numerous initiatives and tools, including classroom-based Management Basics Series, New Employee 90-Day Orientation System, Performance Management System, Job Descriptions for all operations and corporate staff, New Employee Handbook & CD-ROM based Benefits Guide, Payroll QuickGuide, Policy & Procedure Guidelines for Human Resources, Finance & Accounting, Marketing & Sales, and Health & Wellness; video-based and leader-guided Learning Programs for employees (Service to the Elderly, Aging, Safety, Fire Prevention, Residents’ Rights, and How to Be a Marriott Employee), numerous train-the-trainer sessions, executive retreats, and division conferences.
1989: DIRECTOR, TRAINING & DEVELOPMENT, Marriott Senior Living Services.
1987: REGIONAL MANAGER, HUMAN RESOURCES, Travel Plazas Division. Oversaw generalist HR responsibilities for food and beverage outlets on the Maryland, Delaware, New Jersey, New York, and Pennsylvania turnpikes.
1984: SENIOR EMPLOYEE RELATIONS COUNSELOR. Traditional employee relations and union avoidance assignments, including employee satisfaction surveys and union campaigns.
EDUCATION:
MA, Human & Organizational Development, George Washington University, 1997.
Certified Training Specialist, Georgetown University, 1990.
BA, International Studies, Dickinson College, 1984.
PROFESSIONAL & VOLUNTEER AFFILIATIONS:
Women in Technology International (WITI)
American Management Association (AMA)
Neighborhood Watch & Emergency Preparedness Committees, Town of Garrett Park
Coach/Consultant to Town Manager, Town of Garrett Park
PUBLICATIONS:
"The New Retirement Rules for Baby Boomers." New Haven, CT: Praeger, 2003.
"Baby Boom Women: The Generation of Firsts" in "Women Confronting Retirement: A Non-traditional Guide." Camden, NJ: Rutgers University Press, 2002.
"How to Make Convergence Work" National Underwriter. May 27, 2002
"Change in Progress: a case study in aligning people and business process with CRM technology in a large financial services company." CRMguru.com’s May 2002 e-newsletter feature article.
"You Can't Have Effective CRM Without ERM (Employee Relationship Management)." Reprinted with permission by CRM2day.com, May 14. 2002.
"Lead With Learning: How to Use Learning to Recruit the Best." Insurance-Distribution & Enrollment Magazine. May 1, 2002.
"Why Technology is Driving Change." BankersOnline.com. D&O's February 2002 Change Idea. Reprinted with permission from Dailey & O'Brien, Inc. March 18, 2002.
"Stop Pushing Products and Start Building Relationships: The First CRM Rule for Financial Services." CRMguru.com, August 2001. Reprinted with permission by Bankersonline.com, January 2002.
"You Can't Have Effective CRM Without ERM." eResearch Store Fast Guide. www.eCustomerServiceWorld.com. October 2001.
"Low Tech, High Concept: The Power of People to Enact Change." eResearch Store Fast Guide. www.eCustomerServiceWorld.com. October 2001.
"The People Side of Customer Relationship Management (CRM)" Article Series. www.daileyandobrien.com, Summer 2001.
"D&O Monthly Change Idea," e-newsletter, ongoing since August 2001.
"Wake Up Sleeping Beauty…and You Too, Prince Charming: Issues for Baby Boom Retirement." Retirement Needs Framework, Society of Actuaries Monograph M-RS00-1, January 2000.
"Personal Finance: What Role Will Employers Play?" International Society for Retirement Planning, Issue 2, 1999. |
