About

Extensive Work History

With over two decades of experience, I specialize in Agile and Lean Portfolio Management (LPM), spearheading enterprise-wide Agile transformations. I have led organizations in adopting Agile frameworks, helping them optimize value streams and improve operational efficiency.

Throughout my career, I’ve collaborated with stakeholders and leadership teams to ensure alignment with Agile principles and enterprise portfolio management. By fostering a culture of continuous improvement, I’ve empowered teams and organizations to not only meet but exceed their strategic objectives.

My leadership extends to training and coaching at all organizational levels—through workshops, one-on-one sessions, and remote or in-person classes—driving a deep understanding of Agile principles, LPM, and methodologies.

I’ve also developed and implemented foresight tools for tracking OKRs, project deliverables, and market trends. Using data visualization and analysis platforms like Tableau and Power BI, I create dynamic dashboards to track progress across teams, programs, and portfolios, ensuring data-driven decisions across all levels.

Education & Certifications

As a proud U.S. Air Force veteran, I carry the discipline, strategic foresight, and leadership skills developed during my service into the world of Agile coaching and transformation. I hold a Bachelor of Applied Arts and Sciences in Business Management from Texas A&M Central Texas and numerous industry-leading certifications:

SAFe 6.0 Program Consultant (SPC)
Certified Agile Leadership (CAL1)
Certified Scrum Professional (CSP)
Certified Scrum Master (CSM)
Professional Scrum Master (PSM I)
ICAgile Certified Professional (ICP)
Certified Scrum@Scale Practitioner (SaS)
Path to Agility Practitioner

Beyond my certifications, I am also an accomplished keynote speaker, frequently engaging audiences on Agile transformation, leadership, and the future of work.

Frequently Asked Questions

Have questions about how I can help your organization transform? Below are answers to some of the most common questions I receive regarding my Agile coaching, Lean Portfolio Management expertise, and approach to driving successful Agile transformations.

What is your approach to Lean Portfolio Management (LPM)?admin2024-09-24T22:41:07+00:00

What is your approach to Lean Portfolio Management (LPM)?

LPM is about aligning strategy with execution. I help organizations build a framework that optimizes value streams, prioritizes based on business outcomes, and continuously adjusts to market changes and evolving objectives.

What industries have you worked in?admin2024-09-24T22:39:33+00:00

What industries have you worked in?

I’ve successfully guided Agile transformations in various industries, including finance, healthcare, government, and technology sectors.

How do you tailor your Agile coaching approach?admin2024-09-24T22:43:11+00:00

How do you tailor your Agile coaching approach?

I begin by assessing the current state of the organization and then work with leadership to create a transformation plan aligned with their strategic goals. I focus on collaboration, continuous improvement, and delivering value at every stage.

How do you approach metrics gathering and data visualization, and what tools do you use?admin2024-09-24T23:03:33+00:00

How do you approach metrics gathering and data visualization, and what tools do you use?

Metrics gathering and data visualization are crucial for ensuring transparency and informed decision-making throughout Agile transformations. I use industry-leading tools like Power BI, Tableau, and Azure DevOps for creating comprehensive dashboards that track key performance indicators (KPIs), OKRs, and progress across teams, programs, and portfolios. Additionally, I integrate plugins such as Jira Align, Rich Filters for Jira, and AgilityHealth to provide detailed insights and ensure all data is easily accessible and actionable for stakeholders at all levels.

Note: While I frequently use tools like Azure DevOps, Power BI, Tableau, Jira Align, and AgilityHealth, this list is not exclusive. There are a myriad of tools available to visualize progress in a transformation, and I tailor my approach to the specific needs and preferences of each organization.

Can you provide remote coaching and training?admin2024-09-24T22:42:26+00:00

Can you provide remote coaching and training?

Yes, I offer flexible coaching and training options, including remote workshops and one-on-one virtual sessions, designed to meet the needs of distributed teams.

Best solutions

Engage My Services: W2 Employee, 1099 Contractor, or via RFP/SOW

Whether you’re looking for permanent Agile leadership, consulting expertise for a specific project, or structured RFP/SOW services, I’m here to help you succeed. Reach out today to schedule your free initial consultation and let’s explore how we can work together to drive lasting Agile transformation and business success!

When engaging my services, I offer several flexible options to meet your organization’s specific needs. Whether you’re seeking full-time commitment, specialized consulting, or project-based work through an RFP or SOW, we can find the right arrangement that aligns with your goals.

W2 Employment

As a full-time W2 employee, I will fully integrate into your organization, providing consistent Agile coaching, Lean Portfolio Management, and leadership. This option ensures a long-term partnership, allowing me to be deeply involved in your continuous improvement efforts.

Benefits of W2 Employment:

Long-term commitment and alignment with your strategic objectives
Consistent coaching, leadership, and Agile transformation support
Seamless collaboration within your teams

1099 Contractor (Consultant)

As a 1099 contractor, I work on a flexible, project-based basis. This is ideal for organizations seeking specialized expertise in Agile transformation, LPM, training, or data visualization for specific projects or periods of time.

Benefits of 1099 Contracting:

Flexible and scalable support for projects
Expert Agile and Lean Portfolio guidance as needed
Tailored solutions for your immediate organizational challenges

Request for Proposal (RFP) / Statement of Work (SOW) Services

For organizations with well-defined project scopes or initiatives, I offer the option to engage my services through an request for proposal (RFP) or statement of work (SOW). This structured approach allows us to clearly outline the work, deliverables, and timelines for Agile transformation, LPM strategy, or training engagements.

Benefits of RFP/SOW Engagement:

Clear, defined project scope and deliverables
Custom solutions for transformation initiatives or portfolio management
Agreed-upon timelines and milestones for tracking progress
Focused expertise on specific initiatives such as Agile training, metrics gathering, or portfolio alignment