Project Management History

As a PMP-certified Project Director, I have led a diverse range of projects across various industries. My work reflects a passion for driving impactful outcomes by bridging business, technology, and people. Each project is a testament to my ability to transform complex ideas into tangible, measurable results.

Driver License Restriction Compliance & Agent Readiness Initiative

Fleet Operations, Compliance & Logistics Coordinator (E-Live Division)

Jun 2025 - Aug 2025 | HYBRID

As Fleet Operations, Compliance, & Logistics Coordinator for U-Haul Truck Share 24/7, I led the development and deployment of a Driver License Restriction Guide designed to help frontline agents rapidly identify U.S. and international driver’s licenses with driving restrictions (e.g., DUI / ignition interlock requirements) at the point of rental.

The initiative addressed operational risk, regulatory exposure, and inconsistent agent decision-making by standardizing how license restrictions are identified, interpreted, and escalated. The project focused on risk prevention, compliance accuracy, agent efficiency, and customer safety across high-volume self-service and assisted rental environments.

Using PMP governance and Six Sigma process-improvement principles, I partnered with Compliance, Fleet Operations, Risk Management, and Field Training teams to research jurisdictional license markings, validate restriction codes, and translate complex regulatory data into an agent-friendly, rapid-reference job aid usable in live customer interactions.

Key achievements included:

Developed a comprehensive Driver License Restriction Guide covering all 50 U.S. states, U.S. territories, Canada, and select international licenses, clearly identifying ignition-interlock and DUI-related restrictions
Standardized decision logic and escalation paths for restricted licenses, reducing agent uncertainty and preventing improper vehicle releases
Reduced average license verification time by an estimated 30-40% through visual cues, plain-language explanations, and quick-scan formatting
Improved compliance consistency across Truck Share 24/7 locations by aligning agent actions with documented risk and regulatory requirements
Created reusable knowledge-management assets suitable for onboarding, refresher training, and audit support
Strengthened enterprise risk posture by proactively mitigating exposure related to DUI-restricted drivers and fleet liability

This project reinforced U-Haul’s commitment to safety, regulatory compliance, and operational excellence while empowering agents with practical tools that balance speed, accuracy, and customer experience. Leading this initiative further demonstrated my ability to translate complex compliance requirements into scalable, frontline-ready solutions within large, distributed operational environments.

Skills:

Project Management
Compliance & Risk Management
Operational Process Improvement
Knowledge Management & SOP Development
Change Management
Stakeholder & Cross-Functional Collaboration

Business Transition & Acquisition Readiness Initiative

Project Director

Jan 2024 - Oct 2025 | HYBRID

As Project Director of STEM Powered Kits, I led a strategic transition initiative to prepare the company for acquisition and sustainable handoff to future ownership. The project focused on process documentation, operational standardization, and valuation readiness to ensure continuity for employees, customers, and educational partners.

Using PMO governance and Six Sigma

frameworks, I assessed and streamlined core business processes, including procurement, fulfillment, partner management, and financial reporting. The goal was to strengthen organizational maturity, improve scalability, and enhance data visibility for due diligence.

Key achievements included:

Developed comprehensive SOPs and knowledge transfer frameworks across departments
Implemented KPI-driven dashboards tracking fulfillment accuracy, vendor performance, and revenue growth trends
Improved net profitability margins by 18% YoY through automation and process optimization
Established acquisition-readiness documentation aligning business assets, client contracts, and intellectual property for valuation review

This initiative not only positioned STEM Powered Kits for a successful transition but also reflected the organization’s evolution from a small educational supply business into a scalable, data-enabled enterprise. Leading this project reinforced my commitment to disciplined governance, cross-functional leadership, and value creation, qualities I now bring to large-scale corporate project environments.

Skills:

Project Management
Business Process Improvement
PMO Governance
Change Management
Strategic Planning

Enterprise Workflow Integration & Data Visibility Initiative

Project Director

Mar 2022 - Dec 2023 | HYBRID

As Project Director at STEM Powered Kits, I led a cross-functional initiative to modernize operational reporting and workflow visibility across three regional sites serving educators, community organizations, and national nonprofit partners. The project’s goal was to replace fragmented tracking spreadsheets and manual coordination with an integrated, data-driven system that connected grant management, order fulfillment, and logistics processes under

one enterprise view.

Using Agile project management methodologies and a collaborative PMO framework, I guided a distributed team of analysts, educators, and logistics coordinators through the design and implementation of a new Power BI and SharePoint environment. This included custom dashboards for grant compliance tracking, automated inventory reconciliation workflows, and live delivery performance indicators accessible to executive leadership and funding partners.

Key achievements included:

The integration reduced cross-departmental handoff delays by 42%, improved reporting accuracy by 30%, and saved the team over 15 hours weekly in redundant data entry. The success of this project allowed STEM Powered Kits to scale program visibility for national partners such as DonorsChoose and educational foundations across multiple states.

Beyond the metrics, this initiative demonstrated the value of structured governance and data transparency in small-to-midsize organizations. It became the foundation for future automation projects and helped position STEM Powered Kits as a leader in tech-enabled educational supply and logistics management.

Skills:

Project Management
PMO Governance
Data Analytics (Power BI / SharePoint)
Agile Project Management
Process Improvement (Six Sigma)

National STEM Equity Expansion Program

Project Director

Jun 2021 - Nov 2022 | HYBRID

As Project Director for STEM Powered Kits, I led the National STEM Equity Expansion Program, a cross-regional initiative designed to increase access to STEM learning resources for under-resourced schools and community organizations. The project’s goal was to streamline grant fulfillment, digital access, and delivery logistics for partners across multiple states, ensuring timely, equitable distribution of over 20,000 STEM education kits to classrooms

nationwide.

Partnering with DonorsChoose, state education agencies, and community nonprofits, I developed scalable fulfillment processes supported by Power BI tracking, SharePoint workflows, and automated reporting tools. These solutions provided stakeholders with real-time visibility into order progress, delivery milestones, and student impact metrics.

Key achievements included:

Using Agile project management and Lean Six Sigma principles, I guided multi-disciplinary teams of educators, analysts, and warehouse personnel through iterative process improvements that reduced delivery cycle times by 40% and increased on-time shipment rates to 99%.

The program not only improved access to quality STEM education materials but also demonstrated how data-driven project management could amplify mission-based impact. The initiative continues to inform future grant-funded projects and stands as a model for socially responsible operations management in small to midsize education supply networks.

Skills:

Program Management
Stakeholder Engagement
Agile Project Management
Process Improvement (Six Sigma)
Data Analytics (Power BI / SharePoint)

Grant-Funded Warehouse Construction Initiative

Project Director

Jan 2021 - March 2022 | HYBRID

As Project Manager for STEM Powered Kits, I led a grant-funded capital construction initiative to design and build a dedicated warehouse facility supporting manufacturing, inventory storage, and fulfillment operations. I maintained end-to-end ownership from project initiation through construction closeout, delivering a fully operational facility on time and on budget. The initiative focused on translating operational

requirements into a functional facility design while maintaining strict control over scope, schedule, cost, and quality. Acting as the owner’s representative, I coordinated design decisions, construction sequencing, and vendor execution to ensure alignment with operational and safety requirements.

Using PMP-aligned governance practices, I managed planning, procurement, execution, monitoring, and closeout activities while maintaining compliance with grant funding constraints. The completed facility improved production flow, inventory organization, and operational scalability.

Key achievements included:

Delivered a $65,000 grant-funded capital warehouse construction project from initiation through closeout, serving as the owner’s representative and maintaining full accountability for scope, schedule, cost, and quality. Led the facility design and layout planning to directly support manufacturing, inventory storage, and fulfillment operations, translating operational requirements into a functional, build-ready facility. Through disciplined planning, early design decisions, and structured controls, the project was completed 100% on time and on budget while remaining fully compliant with grant funding requirements.

Managed vendor selection, procurement, and on-site construction execution, coordinating electrical and plumbing work to ensure safe, reliable, and operationally aligned infrastructure. Applied PMP-aligned governance practices across planning, execution, monitoring, and closeout, proactively mitigating risks and preventing scope creep or cost overruns. The completed warehouse was successfully transitioned into active operational use, improving production flow, inventory organization, and long-term scalability.

Skills:

Capital & Construction Project Management
Project Lifecycle Management (Initiation–Closeout)
Budget & Schedule Control
Vendor & Contractor Coordination
Risk & Quality Management

EHR Implementation & Workflow Optimization

Program Manager

Jan 2017 - Dec 2018 | WATERFALL

I directed the EHR Implementation & Workflow Optimization Project at Southern Comfort Home Care to modernize patient documentation, streamline billing, and strengthen regulatory compliance. The goal was to replace outdated manual processes with a unified Kinnser Agency Manager (EHR) system customized for the agency’s home-based nursing and behavioral health services.

Using Agile project management, I oversaw system configuration, staff training, and data migration. I led 30+ clinicians and administrators through workflow design sprints, ensuring the platform supported both field-based and administrative functions. The system integrated care documentation, billing, and compliance checks into one environment, significantly improving operational visibility.

Key achievement included:

Improved charting accuracy by 35%
Reduced billing turnaround time by 25%
Enhanced compliance reporting accuracy through real-time validation
Increased staff efficiency and interdepartmental coordination

This project transformed daily operations, giving leadership real-time access to patient care metrics and financial performance indicators. It also established a scalable digital foundation that supported Southern Comfort’s ongoing growth and quality assurance initiatives.

Skills:

Healthcare Project Management
EHR Implementation
Agile Project Management
Process Improvement (Six Sigma)
Stakeholder Engagement

Healthcare Operations & Compliance Integration

Program Manager

Apr 2016 - Feb 2018 | WATERFALL

As Program Manager at Southern Comfort Home Care, I led the Healthcare Operations & Compliance Integration Project to align the agency’s multi-site operations with Georgia Department of Community Health (DCH), CMS, and HIPAA regulations. The objective was to strengthen data governance, audit readiness, and service delivery quality across home-based nursing and behavioral health programs. I established a PMO-style governance model

that documented workflows, implemented risk controls, and standardized policy adherence across departments. By embedding Six Sigma principles and introducing process automation, the team reduced compliance exceptions, improved reporting accuracy, and maintained 100% audit readiness for five consecutive years.

Key achievements included:

Implemented a new compliance tracking dashboard to identify and resolve issues proactively
Reduced audit preparation time by 40% and documentation errors by 35%
Improved communication between clinical, administrative, and field teams through standardized processes

This initiative built a foundation of accountability and transparency that sustained Southern Comfort Home Care’s reputation as a trusted provider for both VA and private contracts. It remains one of the agency’s most successful models of integrating quality assurance with operational efficiency.

Skills:

PMO Governance
Healthcare Project Management
Governance, Risk Management, and Compliance (GRC)
Process Improvement (Six Sigma)
Risk & Issue Mitigation

Behavioral Health & In-Home Service Expansion

Program Manager

Apr 2015 - Dec 2017 | WATERFALL

As Program Manager at Southern Comfort Home Care, I led the Behavioral Health & In-Home Service Expansion Project to broaden access to home-based mental health and nursing services across regional markets. This initiative combined service diversification, workforce coordination, and patient engagement strategy under one unified project plan. I managed cross-functional teams of travel RNs, on-site nurses, and physician liaisons,

aligning resources to support veterans, chronic illness patients, and behavioral health populations. Through Agile implementation and data tracking, I established a scalable service model that improved continuity of care and patient satisfaction.

Key achievements included:

Increased annual revenue by 60% through expanded behavioral health contracts
Improved patient referral and follow-up efficiency by 30% YoY
Enhanced coordination between clinical and administrative teams, reducing resolution cycles by 40%
Developed a structured reporting system for outcomes-based reimbursement

This project demonstrated how disciplined project management and multidisciplinary teamwork can expand access to quality care while maintaining compliance, efficiency, and patient-centered outcomes.

Skills:

Healthcare Project Management
Behavioral Health Integration
Agile Project Management
Stakeholder Engagement
Process Optimization

Brand Integration & Market Expansion Initiative

Program Manager

Feb 2020 - Dec 2020 | AGILE

As Program Manager at Legacy Branding, I led the Brand Integration & Market Expansion Initiative, a cross-functional program designed to unify the company’s creative operations and expand its digital presence into three new regional markets. The project focused on scaling client capacity, strengthening partner relationships, and introducing governance systems that supported sustainable growth.

Using Agile and PMO frameworks, I managed the rollout of a multi-phase operational integration plan, aligning design, strategy, and development teams under a single project management system. This initiative replaced siloed processes with standardized sprint cycles, shared dashboards, and structured communication channels that improved visibility and accountability across departments. I also implemented a data-driven brand analytics model, combining CRM insights, campaign engagement metrics, and financial forecasting tools to guide expansion decisions.

Key achievements included:

The initiative resulted in a 40% increase in project volume, $12M in new client acquisitions, and a 25% improvement in campaign ROI within the first year of launch.

This project was pivotal in transforming Legacy Branding from a regional creative agency into a data-enabled, growth-oriented enterprise. It demonstrated the power of disciplined project management and integrated analytics to drive brand scalability and measurable business success.

Skills:

Program Management
PMO Governance
Agile Project Management
Data Analytics & Forecasting
Strategic Planning

Digital Service Delivery Transformation

Program Manager

Feb 2019 - Dec 2020 | AGILE

As Program Manager at Legacy Branding, I led the Digital Service Delivery Transformation Project, an enterprise-level initiative to modernize project delivery, automate client onboarding, and improve campaign performance across a portfolio of over 300 active branding and digital marketing projects.

The company’s rapid growth had created fragmented communication, inconsistent

timelines, and manual project tracking. To solve this, I implemented a scalable Agile delivery framework supported by new CRM, project tracking dashboards, and cross-department workflows that united design, content, and strategy teams under shared metrics.

Key achievements included:

I developed standardized sprint cadences, performance dashboards, and KPI reports, which improved internal communication and forecasting accuracy. By introducing PMO-style governance and dual-track Agile methods, project delays were reduced by 40%, on-time delivery reached 92%, and client retention improved by 28%.

Additionally, I created client performance reporting templates integrated with analytics platforms, giving stakeholders real-time visibility into creative performance metrics. This not only optimized campaign turnaround but also elevated client trust and long-term retention.

The project demonstrated how disciplined project management can transform creative operations, aligning innovation with measurable business results. It also served as a foundation for the company’s long-term scaling and digital service evolution strategy.

Skills:

Agile Project Management
Program Management
PMO Governance
Process Improvement (Six Sigma)
Stakeholder Communication

Enterprise Client Experience Optimization Initiative

Program Manager

Jan 2018 - Dec 2019 | AGILE

As Program Manager at Legacy Branding, I directed the Enterprise Client Experience Optimization Initiative, a company-wide effort to enhance customer satisfaction, reduce turnaround time, and align project delivery with data-driven quality standards.

The initiative stemmed from the organization’s expansion into multi-channel digital campaigns, which required a unified framework for

managing client requests, creative output, and post-launch analytics. I introduced an end-to-end client management workflow built on Agile principles, integrating CRM automation, KPI tracking dashboards, and a centralized feedback system that provided full visibility into each project’s lifecycle.

Key achievements included:

By coordinating cross-functional teams of designers, strategists, and developers, we created standardized handoff processes and automated reporting templates that accelerated production while maintaining creative quality. Within six months, client satisfaction scores rose 32%, revision cycles decreased 45%, and average project turnaround improved by 36%.

Additionally, I established a client success performance review process tied to analytics-driven metrics, ensuring that insights from completed campaigns were captured, analyzed, and reused to strengthen future engagements.

This project redefined Legacy Branding’s operational approach, moving it from reactive, project-based delivery to a proactive, metrics-led client experience model that scaled nationwide and became a competitive differentiator for the brand.

Skills:

Program Management
Agile Project Management
Client Relationship Management
Process Improvement (Six Sigma)
Data Analytics