CUSTOM PROJECTS / CLIENTS
(A small sampling; others available upon request)
Client: Large U.S. Federal Agency
Program Title: Performance Consulting Skills Training Course Via Distance Learning
Conducted:
- focus groups
- interviews of Education Branch Personnel and personnel from other federal agencies and private industry
- teleconferences with Site Facilitators
as part of the design and presentation of 6 four-hour modules of "Transition to Performance Consulting". This training was delivered via satellite to 86 downlinks with over 800 participants in the largest video satellite training program ever conducted by this major Federal Agency.
Follow-up Program : Advanced Performance Consulting Skills Training Course
Following a Level III evaluation of the "Introduction to Performance Consulting", an implementation strategy was developed to assist Education Branch Managers make performance consulting a way of doing business. Performance Consultant Coaches were selected and trained to assist Employee Development Specialists make the transition.
Client: Large Metropolitan Water District
Program Title: 20+ Consulting / Training Projects, including:
- "Manager Secretary Team Training"

- "Team Training II" - three years
- Management retreat for Executive Staff and Board
- Management retreat for Executive Staff - 4 years
- "Supervisory Training" for Engineering and Finance Departments
- "Continuous Improvement Planning" retreat based on the organization's strategic plan was conducted for Executive Staff and later for Mid-Managers
Client: Large, National Retail Association
Program Title: Multiple
Designed custom supervisory training for leads and supervisors in retail businesses based on needs assessment and interviews of retailers. Conducted a wide range of training courses for the largest association of its kind in the United States:
- Train-the-Trainer - two years
- "Survival Skills for Supervisors" - eight sessions throughout the U.S.
- "Success Strategies for Supervisors"
- "Successful New Employee Orientation" (National convention presentation)
- "Training for Results"
- "Survival Skills for new Supervisors" - 3 sessions
- "Hiring and Retaining Great Employees" - 9 sessions in two years
Client: Major International Airline (based in Asia)
Program Title: Commercial Training Department Audit
Audited the Commercial Training Department. The audit reviewed and reported on the following systems:
- staffing, trainer selection, roles of trainers
- administrative support and how training is scheduled
- how on-going training needs are assessed
- how training is evaluated, including trend analysis
- role / responsibility of training supervisors and managers
The systems were audited through interviews, review of reports, observation and discussion.
Client: Major Metropolitan Transportation District
Program Title: Multiple
Assessed needs, researched through interviews, reports and observations and designed the following workshops for delivery, including train-the-trainer, by District's personnel.
- "SMART" Project Management
- Contract Management
- Stress & Time Management

- Human Resource "Building Blocks" Training
Client: Large Metropolitan Utility District
Contract Title: Instructional Development for New Lead Team Members
Assess instructional skills of 20 candidates to become "Lead Team Members" for a 2-year rotational assignment to present manager development training. Six "Lead Team" members were eventually selected. The Training Clinic participated in their selection, coaching and development in this nine-month project.
Client: Major Association
Program Title: Management Development Consulting & Training
Provided management development needs assessment, training, team building and consulting to help the association president complete a strategic plan and quality improvement measures to improve the quality and efficiency of the operation.