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Project Management

The ability to see both the big picture and the details, manage a budget, motivate teams, keep the project on schedule, analyze and access results, and recommend necessary changes are critical skills needed for successful project management. I regularly utilize these skills in my work as a project manager across several industries, from education, to non-profit, to the private sector.

 

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eTapestry Procedures Manual

CMS Selection & Implementation

My client needed a customer management service (CMS) with the ability to scale with organizational growth and remain cost effective for a non-profit still in its infancy. The CMS replaced an outdated system. My role as project manager included

  • Demo and select service or software
  • Oversee data preparation and consolidation for conversion
  • Oversee conversion and accuracy verification
  • Collaborate with IT and Member Benefits Coordinator
  • Interface and maintain relationship with service/software company
  • Train organization staff on to use the CMS database
  • Write a procedures manual

The technical procedures manual was edited a year after being written. I was a member of the team who edited the document on the micro-editing team, and I served as the liaison to the organization.

Online Video Project

My client was creating an online, subscription-based software-as-a-service (SaaS) program. The company began as a project of another company. I was involved with this project for one year and worked with the CEO of the first company to transition the SaaS from a project to a thirteen-person company. My role began as project manager and then senior content development manager and included

  • Collaborate in creating brand, marketing, messaging, sales strategy, custom website, and hiring team
  • Build, monitor, and manage budget
  • Strategic content development
  • Oversee production and release of over 300 videos
  • Contract & maintain relationships with content presenters
  • Submit check requests
  • Build & maintain relationships with key customers
  • Direct an industry conference
  • Attend industry trade events

My client is continuing to grow using developments and framework that I helped build.

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Event & Management Plan

Trade Secrets

Trade Secrets was a local, trade conference for music educators. I directed and managed this event for a client. My role as general director included

  • Maintain relationship with venue and staff
  • Contract and maintain relationship with national, headlining presenters
  • Provide VIP services
  • Interface with local music associations to contract local session presenters
  • Build, manage, and monitor budget
  • Recruit sponsorships and in-kind donations
  • Interface with IT staff
  • Oversee video production and editing for release by client
  • Oversee online and onsite registration
  • Interface with graphic designer and client marketing to develop SWAG for conference participants
  • Oversee travel and hotel accommodations

I wrote an analysis and event management plan that provided information to my client in order to make a decision about the long-term viability of holding the conference.