Download - Pattie= masters unm portfolio

Pattie SalasUNM, Master of Arts CandidateOrganization, Information & Learning Sciences, University LibrariesAlbuquerque, New Mexico 87112

[email protected]

CurriculumVitae

CareerGoals

OI&LSCurriculum

Writing Sample & Design Documents

Welcome to my Digital Portfolio. This represents my journey to improve both my knowledge and ability to offer its application to make a difference in a dynamic organization.

The Curriculum navigation includes my course of studies as well as writing examples.My professional career encompasses a diverse background to draw upon, coupled with my degrees to identify improvements and problem solve in a collaborative environment.

University of New MexicoOrganization, Information & Learning Sciences

OI&LS Master’s Portfolio Committee

Patricia Boverie, Professor [email protected] Business 505 277-2408

Charlotte Gunawardena, ProfessorOI&LS [email protected]

Business 505 277-5046

Robert Grassberger , Assistant [email protected]

Business 505 277- 4131

Thank you for your consideration to serve on my Portfolio Committee. Your dedication and compassion for higher education is a credit to the OI&LS Program and been a role model to me personally. It has truly changed my life.

mailto:[email protected]


University of New MexicoOrganization, Information & Learning Sciences

OI&LS Master’s Portfolio ProjectInternship Proposal

Pattie Salas9982 Menaul Blvd. NE, #D28Albuquerque, New Mexico 87112(505) [email protected]

Faculty Internship Supervisor: Patsy Boverie, ProfessorDepartment 375C – OI&LSUNM [email protected]

Worksite Supervisor: Jim Harvey, Regional Volunteer CoordinatorAmerican Red Cross in New Mexico7445 Pan American Fwy NEAlbuquerque, NM 87109505/[email protected]






Ildikó Oravecz, ConsultantHigh Performance ConsultingP.O. Box 65118 | Albuquerque, NM 87193work: (505) 922-1243 | fax: (505) 217-3942 | cell: (505) 350-8627email: [email protected]

Stevie Morrison, Instructional DesignerLovelace Health Plan4101 Indian School Rd NE, Albuquerque, NM 87110(505) 727-5683www.lovelacehealthplan.com/

Dates AMRNM: 09-01-13 to Present

LHP: 09-01-13 to 11-11-13


http://www.highperformanceconsulting.com/

Purpose of Internship: American Red Cross requested that I create an outline for Volunteer Training and develop an Instructional Design based on our initial meeting wherein Jim Harvey revealed his needs and wants for such a program that did not currently exist. This is intended for implementation in February 2014.

Lovelace Health Plan assigned me to their personal outside consultant they are currently working with to provide support in reorganizing job descriptions, categorizing duties, and analyzing roles and responsibilities in an overall evaluation. The results would then determine the type of training needed, instruction to be designed and who needs to be assigned to these classes.

Objectives: American Red Cross – Create Volunteer Training

Lovelace Health Plan – Evaluate job descriptions to determine

(a) What training is needed (b) Who needs to attend training

Products: American Red Cross – Volunteer Training Outline, Instruction designed for a one-day workshop.

Lovelace Health Plan – Manager Job Task Analysis

Requisite Skills: Instructional Design, creativity, organization, logic/problem solving skills, attention to detail, experience writing job descriptions.

Task Outline: American Red Cross – Volunteer Training Outline, Instruction designed for a one-day workshop.

Lovelace Health Plan - Manager Job Task Analysis, Conduct document review, Create draft task list, Assist in conducting interviews/focus groups.

Manager Job Task Analysis Conduct document review.Create draft task listAssist in conducting interviews/focus groups.Financial Analyst Job Task AnalysisConduct document review.

Curriculum Vitae

Pattie Salas9982 Menaul Blvd. NE, Apt D28 [email protected]

Albuquerque, NM 87112 Cell (505) 934-2752

Education2014 Master of Arts in Organization, Information and Learning Sciences

University of New Mexico, Albuquerque, NM – Spring 2014

2012 Bachelor of Science in Organization, Learning, and Information Technology

University of New Mexico, Albuquerque, NM - Magna cum Laude

2011 Associate of Applied Sciences in Accounting - Phi Beta Kappa

Central Community College of New Mexico, Albuquerque, NM




InternshipsLovelace Health Plan – Ildikó Oravecz, High Performance Consulting

Stevie Ozier Morrison, MA, Instructional Designer II,

Training and Performance Improvement Department,

Lovelace Health Plan

American Red Cross – Jim Harvey, Regional Volunteer Coordinator

Professional Organizations/Affiliations

2012 – Present Graduate Professional Student’s Association, UNM

2013 – Present NM ISPI, Mentoring Program – Carla Forrest, Ph.D.

Stockpile Evaluation I, Knowledge Configuration Management

Certified Lean Six Sigma Black Belt; Stevie Morrison, President

Elect International Society for Performance Improvement

2014 – Present Society for Human Resource Management (SHRM)

Human Resource Management Association (HRMA) of NM

University of New Mexico Alumni Association

– Marketing Committee

Albuquerque Connect Now

Skill Summary

Progressive and dynamic leader with high energy to identify and resolve problems

Proactive in analyzing and interpreting accounting and business principles

Experienced in daily operations management and support of 100 employees

Experience in writing policy and procedure to comply with mission

Demonstrated experience in revenue generation and budget management

Strong leadership and organizational skills to direct and coordinate staff

Experienced in presenting management reports to document and justify inventory/labor

Provided advice, counsel and instruction for staff members to ensure confidence and

trust

Proven record to manage internal and external issues in efficient and profitable manner

Passionate to achieve and exceed – goal oriented

Exceptional oral and written communication skills

Develops staff and department capabilities to meet strategic goals and objectives

Implements evaluation programs to align with overall mission and goals

Professional Experience

George S. May, International Company, Small Business Consultant – Special Rep

Isleta Casino, Accounting Department - Revenue Accounting Auditor

Laguna Enterprises, Route 66 Casino – Food & Beverage Supervisor

Rick Quant & Associates – Operations Manager (Property Management)

Carter & Carter Enterprises – Operations Manager (Retail Salons)

Lovelace Medical Center – Administrative Assistant

U.S. Forest Service, Timber Management – Administrative Assistant

U. S. Atomic Energy Commission, Space and Special Programs (Now DOE) –

Administrative Assistant *Obtained Security “Q” Clearance

Related Experience

Operations Manager – Performed administrative and human resource duties. Created initial

job descriptions, writing policy and procedures for several venues; screened, interviewed

and hired employees based on these guidelines; conducted orientations and thorough

training for a wide variety of positions, including safety, inventory, financial accountability,

industry regulations, relationships with other departments, and customer satisfaction.

Approved reassignments as necessary and established a cross-training program.

Created a master schedule to cover all shifts and wrote procedure, designed forms and

trained employees to account for their time working closely with payroll procedures.

Managed and executed cognizant budgets and assets assigned to the department, ordered

supplies, scheduled labor, established vendor relations and approved all related payments

Prepared financial and management reports for presentation to the Board of Directors.

Adept with oral and written communication to document and justify inventory, labor, and

profit margins as required.

Provided advice, counsel and instruction for staff members to build a positive atmosphere

and solid foundation of teamwork. This was a major factor to ensure confidence with a

smooth work schedule and trust factor with senior management. A proven record of

providing excellent customer service in an efficient and profitable environment.

Monitored and oversaw the preparation of documents and reports as needed for several

committees and participated in committee decisions to work within the obligations and

expenditures of the company.

Set goals and created incentives to establish a stable working environment and loyalty. As a

resourceful problem solver, I demonstrated ability to build rapport with my staff,

department, senior management, and clients. I created a very credible public image as

Operations Manager. I represented my employers with integrity and professionalism in

consulting, auditing, property management, line management, sales and marketing.

Provided support for senior management and was liaison with all department heads,

committees, vendors and clients.

Culture• People

• Product/Service

Resources• Capital

• Technology

Training• Knowledge

• Experience

Success

Experience

• Progressive and dynamic leader with high energy to identify and resolve problems

• Proactive in analyzing and interpreting financial statements

• Exceptional oral and written communication skills

• Develops staff and department capabilities to meet strategic goals and objectives

Volunteer

Work

• American Red Cross Internship

• Lovelace Health Plan Internship

• Graduate Professional Student Association

• Tax Help New Mexico

• United Blood Services

Academia

• Accounting Associates Degree

• Instructional Design (ISD) Bachelors Degree

• Organizational Information & Learning Sciences Masters Degree

Career Goals

It is my sincere goal to instill a passion for work, to inspire others to invest themselves to make a contribution that will make a difference. If individual talents can enjoy what they do and take pride in the value it delivers, there is no limit to the creativity and improvements that can be accomplished.

With an open mind, team spirit, and a strong work ethic, I believe I can help an organization discover the untapped knowledge and talent to make a positive effect on both environment and financial goals.

I look forward to the opportunity to apply my experience and knowledge to an ethical and progressive organization.

Philosophy

As I approach this last semester, it is more evident than ever that learning is, and should be, a lifetime endeavor. A current class on The Role of Wisdom in Adult Learning has brought new reflection on the differences between Intelligence, Expertise, and Wisdom. I propose that my academic training has armed me with the additional knowledge to make a positive difference for an organization. I will use this in a constructivist manner with the expertise and hands-on skills I have acquired in my past years of experience. These will combine to yield the desired outcomes for improvements in both tacit knowledge and intellectual capital.

I can offer proven skills in communication, organization, and management from successful knowledge and performance in a wide variety of industries. My class on Cross Cultural Issues in Adult Learning has increased my view on how to design instruction for the most effective experience that will yield long-term results for diversity in a global market.

Resources that relate to Your Application

• R Results Oriented

• E Employee identification/evaluation

• S Systematic organization

• U Unconditional commitments/outcomes

• L Leverage optimized

• T Tacit knowledge

• S Solid improvements

How I Can Make a Difference in your Organization

• Proven success in creating a unified staff to deliver exceptional service from an initial hiring process. (Casino)

• Proven success taking over a failing business that became profitable, positive, and loyal within a single quarter. (Franchise)

• Proven success improving bottom lines with a more efficient operation and effective staff. (Property Management)

• Proven success relating with diverse groups to capture their talents and motivate training results. (Consulting)

Proper Training Makes Relationships Work

Training

Plan

People

Name : Pattie L. Salas

DEGREE AWARDED

Confirmed: Bachelor of Science Degree Date: Dec 15, 2012

Curriculum Information

Primary Degree

Program: BS Technology & Training

College: University Libraries

Campus: Albuquerque/Main

Major: Technology & Training

Pending: Master of Arts Degree Date:

Curriculum Information

Primary Degree

Program: MA Organiz Learn & Instr Tech

College: Graduate Programs

Campus: Albuquerque/Main

Major: Org Learn & Instructional Tech

Term: Spring 2012

College: College of Education

Subject Course Level Title Grade

CJ 323 UG Nonverbal Communication A-

CJ 344 UG Interviewing B+

MGMT 306 UG Org Behavior & Diversity A

MGMT 362 UG Leadership Development B+

OLIT 420 UG Creativity & Tech Design A

OLIT 421 UG Prod & Utiliz of Instruct Mtls A-

OLIT 481 UG Tech Change & Society A-

Term Totals (Undergraduate)

Term: Summer 2012

College: College of Education


CJ 314 UG Intercultural Communication A-

CJ 327 UG Persuasive Communication B

Term: Fall 2012

College: University Libraries


OLIT 391 UG Problems A+

OLIT 466 UG Principles of Adult Learning A+

OLIT 470 UG Workplace Training A

OLIT 471 UG Designing Training A+

OLIT 483 UG Instruct Appl:Computer Technol A+

OLIT 495 UG Field Experiences CR

Term Totals (Undergraduate)

Term: Spring 2013



OLIT 501 GR Instructional Design B+

OLIT 507 GR Knowledge Management A+

OLIT 508 GR Program Evaluation A-

OLIT 514 GR Thry & Prac of Org Learning A-

Term: Summer 2013



OLIT 521 GR Presentation Technology A+

OLIT 562 GR Team Development A+

Term Totals (Graduate/GASM)

Term: Fall 2013



OLIT 525 GR Instructional Multimedia A

OLIT 535 GR Thry & Prac-Distance Learning A

OLIT 561 GR The Adult Learner A

TRANSCRIPT TOTALS (GRADUATE/GASM) -

Attempt Hours Passed Hours Earned Hours GPA Hours Quality Points GPA

27.000 27.000 27.000 27.000 106.98 3.96

0.000 0.000 0.000 0.000 0.00 0.00

27.000 27.000 27.000 27.000 106.98 3.96

Total Institution: 27.000 27.000 27.000 27.000 106.98 3.96

Total Transfer: 0.000 0.000 0.000 0.000 0.00 0.00

Overall: 27.000 27.000 27.000 27.000 106.98

3.96

COURSES IN PROGRESS -Top-

Term: Spring 2014


Subject Course Level Title

OILS 545 GR Cross-Cultural Issues in Adult

Learning

OILS 553 GR The Role of Wisdom in Adult Learning Across Cultures

Pattie Salas - Writing Sample*Please describe a situation in which you had a leadership role in managing change within a large

organization (defined as having 50 employees or more). What was the change? What were the challenges? What strategies did you use to address the situation? What was the outcome?

I was hired as Operations Manager for a franchise of retail salons (six locations with 100 employees). This was a new position created as the owner had failed to handle the daily operations successfully. He had a poor attitude and had created a hostile environment among all the employees. It was a major challenge as I had no prior experience to the industry and the store managers now had to report to a new interim boss. My strategy was one of open communication. I promptly met with my team and expressed my desire to improve all aspects of the business. I openly stated my expectation of commitment to the following goals: Improved customer satisfaction Product and inventory accountability Positive cleaner work environment Improved communication at all levels Teamwork among locations

I also expressed my humble dependency to rely on each of my managers to be a professional role model to bring their employees up to a higher level of service and cooperation. I committed to each of them that I would be on-call 24/7 for whatever they might need and respond to them in a timely manner. I am proud to state that the outcome exceeded all hopes. In three months, the overall bottom line went from red to black showing a profit. Employees took pride in their work and delivered a better service. Product sales were up and new reporting procedures were in place. I started their first newsletter to share both personal recognition and industry trends. I scheduled long overdue product training with vendors. In two more months, I negotiated and opened a new location! We held a first-time competition between locations for Halloween decorations. The troops showed me great appreciation and loyalty – all they needed to know what that someone cared and respected their work.

Pattie Salas – Writing Sample (cont.)

*Please describe your experience in developing or participating in a formal strategic planning

process for your organization.

As pre-opening staff at Rt. 66 Casino, I was one of the Food & Beverage Supervisors responsible

for seven venues. As a team, we interviewed, hired, held orientation, and conducted training.

We created a master schedule coordinated among the shifts for 24/7 coverage. The strategic

planning involved ordering supplies, scheduling labor, and coordinating budgets. We

collaborated on all financial reports and wrote policy and procedure to ensure the integrity of

our actions. A major part of our responsibility was the high visibility and establishing vendor

relations and a highly credible public image. This was extremely successful and rewarding

Employees took pride in their work and delivered a better service. Product sales were up and new reporting procedures were in place. I started their first newsletter to share both personal recognition and industry trends. I scheduled long overdue product training with vendors. In two more months, I negotiated and opened a new location! We held a first-time competition between locations for Halloween decorations. The troops showed me great appreciation and loyalty – all they needed to know what that someone cared and respected their work.

Instructional Design DocumentPattie Salas, Author

Running head: How to Identify and Maintain Critical Control Points

The Design Document for How to Identify and

Maintain Critical Control Points in a

Commercial Kitchen

Pattie Salas, Author

OLIT 501: Instructional Design

Victor Law, Instructor

May 7, 2013

Pattie SalasOLIT 501 Instructional DesignMetacognitive Essay

Metacognitive Essay

It is both pleasant and rewarding to reflect on my learning experience in the Instructional Design class. It is interesting you made note of learning and re-learning. I do expect each class at this level to be challenging, but because I did so well in my previous Instructional Design class, I was confident the elements would pretty much fall into place. What I am very aware of is that each ID project requires the complete focus to first discover what the problem is to address and proceed through the whole process to solve it by developing the training.

A. Reflection of the Instructional Design ProjectIt was a pleasure to work with my SMEs, especially Barry Goldberg, who was willing and cooperative in sharing issues as well as his personal knowledge and refer me to several areas to conduct my research. The issue of Identifying and Maintaining CriticalControl Points held my interest throughout because it affects everyone and is very personal. Most everyone eats at public establishments and at a wide range of levels and are, therefore, subjected to the level of care and training those preparers have received, be it an upscale restaurant or a fast-food establishment.

The most challenging aspect in performing the different stages of analysis and development plans was the objectives and task analysis. This was due to differentiating the main objectives and the enabling objectives. It took several attempts and edits to clarify when an action would be cognitive and then require a behavioral requirement, and how to properly describe it. Then the sequencing seems to play with both objectives and tasks…..more edits! If I was to redo this project, I would definitely have the SME consult on overall goals, measureable objectives, what is needed to support those objectives, and how best to accomplish corrective actions in a timely manner.

An honest evaluation of my success with the Instructional Design components can be described in one word, perseverance. I was dedicated it get it right and gain the knowledge to be able to transfer it and apply the principles to any situation. I learn well using analogies and metaphors which allows me to take the immediate content and apply it to a completely different scenario, always leaving me with more than one reference.

The letter grade I would give myself would be an A for excellent dedication. I justify this by the immense amount of hours I put into this project, steady persistence to overcome obstacles, especially to redo all the analysis stages during the break to bring everything up to par and consistent from an organization project to the more intense subject of critical control points.

B. Reflection of Readings, Discussions and Peer Reviews

The readings and online discussions made a tremendous impact to contribute to my understanding of instructional design knowledge and skills. A perfect example is the assigned chapters and relevant questions that paralleled the portion of instructional design we were working on for our project. This allowed each of us to express our feelings and share opinions, questions, and thoughts in general online. We could then relate those discussions in class and to our individual projects. The peer review is the one area that was cheated out of time. I feel the peer review is a valuable tool and formally exercised in other OLIT classes producing a documented critique of our projects.

The readings helped me to complete my project by providing the theory, background and support for the required process we had to accomplish before moving on to the next step. It also gave a great background on the people involved, the progression of their thinking, and the experiments/trials involved. This supplied the guidance to carefully consider the breakdown of each step and how to describe it properly. A perfect example is the descriptions and definitions in the readings I used to compare the cognitive and behavioral actions for CCPs.

I feel the readings and discussions were spot on as we all participated with enthusiasm and understanding. The one thing I would do to improve better learning is to reserve time for the peer review. Between work and other classes, it does not have to be another writing assignment, but just some thoughts from peers on content, format, relevance, theory, and style. This constructive criticism would allow us to have several eyes to view our work from different perspectives and backgrounds. Why? It would create the true collaborative effort we study and strive to implement in our design documents.

C. Overall Reflections

The overarching ID principles I learned and practiced were based on versions presented of the basic ADDIE model. The analysis stages each demanded its own unique work to achieve the proper identification and description of its components. In addition, creating a flow chart allowed us to visualize each step and the relationship to the overall process as we encountered different options (moving forward or having to take corrective action). The design portion reinforced the details needed regarding pre-requisites, familiarity, level of difficulty, and interest factors. The development of building on prior foundations, sequencing activities, and preparing materials to deliver well-organized content drives home the responsibility of the designer and facilitator. The implementation of strategies to promote mentoring and collaborative teamwork to accomplish a task were the most impressive to me. I truly believe this will be the norm in the future, so we better start teaching it from all angles. Doing a SWOT Analysis is a good way to foresee both problems and opportunities often ignored. The evaluation proved to be the real asset by assessing the value of the program, instructor, context relevancy, and learner retention by transferring knowledge and application to the workplace.

Using both organizational and elaboration strategies allow for patterns to surface so emphasis can be stressed in a particular area of importance. This allows for Gagne’s final step for effective learning conditions to enhance retention and transfer. Bloom’s taxonomy for cognition is a great checklist to include elements for knowledge, comprehension, application, analysis, and synthesis.

After this class, I am confident to use a Systems Approach giving more attention to each element of instructional design. I know that there should never be a one-size-fits-all approach and instruction should be tailored to the needs and the learners combined. I know that evaluation methods will be considered from the beginning to gain agreement as to what we are measuring, how, and why. I will lend credence to the theories noted and trust that proper collection of data and analysis will speak to the stakeholders to gain their trust and involved commitment to allow me to solve a problem or improve a situation with an ID plan they will be proud to integrate.

I anticipate using the knowledge and skills in my future career as we did the case studies. That was a good assignment because we had to read and be familiar with the scenario, characters, identify the problem and discuss their approach to problem solve the issue. This was good practice to use in any industry with human resource issues, tactful reasoning and compromising with difficult personalities or those in denial. I am more skilled to put values on intangible assets and behaviors and able to calculate ROIs better. I will carefully consider who will read my report, act on results, and work within timelines. I will use a matrix to clarify how objectives, strategies, approaches, and assessments tie together.

OLIT 535

Pattie Salas

Francisco Apodaca

Lovelace Health Plan Internship: Pattie SalasHigh Performance Consulting

Manager Job Task AnalysisAssist in conducting interviews/focus groups.Create validation survey using SurveyMonkey.Finalize task list incorporating survey results.

Financial Analyst Job Task AnalysisConduct document review.Create draft task list.Assist in conducting interviews/focus groups.Create validation survey using SurveyMonkey.Finalize task list incorporating survey results.

Ildikó OraveczP.O. Box 65118 | Albuquerque, NM 87193work: (505) 922-1243 | fax: (505) 217-3942 | cell: (505) 350-8627email: [email protected]“Learning is not attained by chance, it must be sought for with ardor and diligence.” --Abigail Adams




STATEMENT OF WORK - Month Activities/Tasks for Client: Lovelace Health Plan (LHP)September 2013Sales Executive Job Task AnalysisAssist in conducting interviews/focus groups.

Manager Job Task AnalysisConduct document review.Create draft task list.Assist in conducting interviews/focus groups.

Financial Analyst Job Task AnalysisConduct document review.Create draft task list.

October 2013 Sales Executive Job Task AnalysisAssist in conducting interviews/focus groups.Create validation survey using SurveyMonkey.Finalize task list incorporating survey results.


Manager Job Task AnalysisAssist in conducting interviews/focus groups.Create validation survey using SurveyMonkey.Finalize task list incorporating survey results.

Financial Analyst Job Task AnalysisConduct document review.Create draft task list.Assist in conducting interviews/focus groups.Create validation survey using SurveyMonkey.Finalize task list incorporating survey results.

Ildikó OraveczP.O. Box 65118 | Albuquerque, NM 87193work: (505) 922-1243 | fax: (505) 217-3942 | cell: (505) 350-8627email: [email protected]“Learning is not attained by chance, it must be sought for with ardor and diligence.” --Abigail Adams



LHP Job Description Categories

(Training Needs)

I. Interpersonal – Training/Supervision Competencies

II. Informational – Administrative/Research Competencies

Accountable for the production schedule.

Accountable for turnaround service level agreement. (LUM)

Analyzes data. (DMM, HSM, MMM)

Assess the various enrollment programs regularly, to determine if the programs are

meeting the intended goals. (EEM)

Assists management with documentation required for accreditation agency audits as

needed. (MMM)

Assists Department Head to develop policies, procedures, strategies and goals that

support Department/Corporation direction. (MEM)

Collaborates with a wide variety of functional areas such as sales, underwriting,

marketing, health services, and operations to develop and provide product definitions

responsive to customer needs and market opportunities. (PSM)

Collaborates with headquarters on special facilities related projects. (FAM)

Collaborates with Sales to develop rate action for new and existing groups that

support the customer expectation, as well as, corporate goals. (LUM)

III. Decisional – Management Competencies

IV. Communication Duties (Mandatory foundational skills)

Able to follow directions, complete and understand instructions. (APM, WFM, CTM,

PHM, CLM, COM, CRM, CCM, DMM, EEM, FAM, HSM, LUM, MPM, MEM,

MMM, PEM, PDM, PSM, PRM, MSA, TPM, MTR, USM, PMM)

Attends and participates in professional meetings, development seminars and/or

committees. (CTM, CLM, COM, CRM, CCM, DMM, HSM, LUM, MPM, MEM,

RAM, PDM, PSM, PRM, MTR, USM, PMM)

Attends a variety of meetings. (PDM, PSM, MTR)

Attends professional and/or departmental meetings. (LUM, MPM, PMM)

Communicate effectively with internal and external customers. (APM, PHM, WFM,

CTM, CLM, COM, CRM, CCM, DMM, EEM, FAM, HSM, LUM, MPM, MEM,

MMM, PEM, PDM, PSM, PRM, MSA, TPM, MTR, USM, PMM)

1

LHP Job Description Categories

Able to follow directions, complete and understand instructions. (APM, WFM, CTM, PHM,

CLM, COM, CRM, CCM, DMM, EEM, FAM, HSM, LUM, MPM, MEM, MMM, PEM, PDM,

PSM, PRM, MSA, TPM, MTR, USM, PMM)



Adheres to policies, procedures and regulations to ensure compliance and patient safety.

Allocates resources accordingly. (PHM, PEM)


Apply appropriate global business strategies to meet departmental and regulatory

goals/requirements. (WFM)

Approves purchases of furniture and equipment through Purchasing Department and CER

process. (FAM)

Assess the various enrollment programs regularly, to determine if the programs are meeting the

intended goals. (EEM)

Assists Department Head to develop policies, procedures, strategies and goals that support

Department/Corporation direction. (MEM)

Assists Department Head with the development of the strategic planning for the organization.

(MEM)

Assists in the development of new recruitment training. (MSA)

Assists management with documentation required for accreditation agency audits as needed.

(MMM)

Attends and participates in professional meetings, development seminars and/or committees.

(CTM, CLM, COM, CRM, CCM, DMM, HSM, LUM, MPM, MEM, RAM, PDM, PSM, PRM,

MTR, USM, PMM)



Brainstorms on innovative ideas. (LUM)

Builds trust/credibility with customers by demonstrating commitment to achieving mutual goals.

(EEM)

Coaches subordinates to accomplish goals. (APM, PHM, CTM, CLM, COM, CRM, CCM,

DMM, EEM, FAM, HSM, LUM, MPM, MMM, RAM, PEM, PDM, PSM, PRM, MSA, TPM, ,

MTR,USM, PMM)

Collaborates with a wide variety of functional areas such as sales, underwriting, marketing,

health services, and operations to develop and provide product definitions responsive to

customer needs and market opportunities. (PSM)


Collaborates with Sales to develop rate action for new and existing groups that support the

customer expectation, as well as, corporate goals. (LUM)

Collaboratively works with delegated vendors to improve quality of care and outcomes. (MMM)

Communicate effectively with internal and external customers. (APM, PHM, WFM, CTM,



1

LHP Manager Essential Duty JD Breakdown

Able to follow directions, complete and understand instructions. (APM, WFM, CTM, PHM,





Adheres to policies, procedures and regulations to ensure compliance and patient safety.

Allocates resources accordingly. (PHM, PEM)


Apply appropriate global business strategies to meet departmental and regulatory

goals/requirements. (WFM)


process. (FAM)

Assess the various enrollment programs regularly, to determine if the programs are meeting the

intended goals. (EEM)

Assists Department Head to develop policies, procedures, strategies and goals that support

Department/Corporation direction. (MEM)

Assists Department Head with the development of the strategic planning for the organization.

(MEM)

Assists in the development of new recruitment training. (MSA)

Assists management with documentation required for accreditation agency audits as needed.

(MMM)

Attends and participates in professional meetings, development seminars and/or committees.

(CTM, CLM, COM, CRM, CCM, DMM, HSM, LUM, MPM, MEM, RAM, PDM, PSM, PRM,

MTR, USM, PMM)



Brainstorms on innovative ideas. (LUM)

Builds trust/credibility with customers by demonstrating commitment to achieving mutual goals.

(EEM)

Coaches subordinates to accomplish goals. (APM, PHM, CTM, CLM, COM, CRM, CCM,

DMM, EEM, FAM, HSM, LUM, MPM, MMM, RAM, PEM, PDM, PSM, PRM, MSA, TPM, ,

MTR,USM, PMM)

Collaborates with a wide variety of functional areas such as sales, underwriting, marketing,

health services, and operations to develop and provide product definitions responsive to

customer needs and market opportunities. (PSM)


Collaborates with Sales to develop rate action for new and existing groups that support the

customer expectation, as well as, corporate goals. (LUM)

Collaboratively works with delegated vendors to improve quality of care and outcomes. (MMM)

Communicate effectively with internal and external customers. (APM, PHM, WFM, CTM,



1

LHP Update Adds to JD Breakdown List @ 10/20/13

Adheres to policies, procedures and regulations to ensure compliance and patient safety

Analyzes data (DMM) HSM

Analyzes data (MMM)


process (FM)

Assess the various enrollment programs regularly, to determine if the programs are

meeting the intended goals (EEM)

Assists Department Head to develop policies, procedures, strategies and goals that

support Department/Corporation direction (MEM)

Assists Department Head with the development of the strategic planning for the

organization (MEM)

Assists in the development of new recruitment training (SM)

Assists management with documentation required for accreditation agency audits as

needed (MMM)

Attends professional and/or departmental meetings (LUM)

Brainstorms on innovative ideas (LUM)

Builds trust/credibility with customers by demonstrating commitment to achieving

mutual goals (EEM)

Collaborate with Sales to develop rate action for new and existing groups that support the

customer expectation, as well as, corporate goals (LUM)

Collaborates with a wide variety of functional areas such as sales, underwriting,

marketing, health services, and operations to develop and provide product definitions

responsive to customer needs and market opportunities (PSM)

Collaborates with headquarters on special facilities related projects (FM)

Collaboratively works with delegated vendors to improve quality of care and outcomes

(MMM)

Communicates resolutions (LUM)

Communicates resolutions(PMM)

Completes required monthly, quarterly reports accurately and in a timely manner (MMM)

Conducts market research (PSM)

Conducts marketing analysis to develop product definitions (PSM)

Conducts post-event de-briefings to ensure a continuous process improvement effort is

undertaken (EEM)

Conducts presentations (LUM)

Conducts presentations (PMM)

Coordinates marketing, sales, operation, and financial plans for product line(s) (PSM)

Coordinates projects, reports and meetings (RAM)

Coordinates a variety of meetings (PDM)

Coordinates all training programs (TM)

Internship with American Red Cross in New Mexico

The Volunteer training for the American Red Cross in New Mexico was requested by Jim Harvey, Regional Volunteer Coordinator, in Albuquerque, NM. Our initial meeting resulted in me creating an outline for training volunteers in the purpose of the organization and to properly represent its efforts in a wide variety of programs. After researching the American Red Cross (ARC) and the local New Mexico programs and services, I constructed the Rationale and Needs Analysis for a workshop Jim intends to conduct in the Spring of 2014. The Learner Analysis established the importance to convey proper formats and information to a diverse audience in a consistent and professional manner. The Contextual Analysis reveals that the instruction is designed for the novice volunteer with basic information needed all involved in ARC programs.

The training will be delivered in a face-to-face format in approximately half a day. The training outline involves tacit knowledge to engage each learner to participate in activities and to be able to accomplish a comfort level to speak to the public regarding each of the general areas of service. The outline basically involves the following:

I. A history that covers what the American Red Cross is and its mission as well as the local New Mexico orientation.

II. Specific local programs and services that are targeted for help and information in avariety of activities and capacities.

III. News and Events provides an overview of four disaster areas that require aid andimmediate response from the American Red Cross. It will also review some of the more

highly visible stories in the media, reflecting the capacity and importance of manpower and services we are able to deliver.

IV. The Community Outreach Program is intended to impress upon the volunteers the importance of their role to inform others, participate in hands-on activities, and simply care when simple empathy and a compassion factor is crucial to a situation. The

Benefits section covers a minimum of three areas that each volunteer can achieve with experience by volunteering with the American Red Cross in New Mexico.

V. The last section is a Debrief and Evaluation required as a large amount of information has been presented and some very intense and emotional material covered to be digested and put into perspective. This involves a recap of the outline and a review of Frequently Asked Questions (FAQs). Finally, an Evaluation and Critique will be distributed to obtain feedback on the Program, Trainer, and Facilities.

By conducting a shared knowledge workshop among a diverse audience, a new sort of animal is created – a Community of Practice. This group takes on a new identity with a common purpose.

My next assignment was to create three scenarios for a Role-Playing Exercise during the workshop. The three specific situations are described as follows:

The 30-second elevator speech (summarizing who American Red Cross is and what it does locally). This would allow a concise statement as a natural response to heighten the visibility and requirement for volunteers to participate in helping others in need.

Engaging the disgruntled visitor to our information table. By preparing volunteers to anticipate a perhaps biased or negative opinion of the American Red Cross in an isolated event, they are better equipped to relate and empathize with the public and welcome all feedback. It is important to realize that all media reported is not always accurate or can leave out important details and/or circumstances. It is also important that when dealing on a national or international level, there is a “chain of command” and protocol that does not allow independent decisions on a local level. Therefore, an informedpublic may walk away with a much improved image as to why something happened and actual facts about responses.

Discussing volunteer opportunities. It is important to “buy-in” to a program to represent it properly. This entails strong Team Building and Team Development by discovering what motivates each volunteer. Exemplifying how to engage talents, collaborate with others and connect/network for possible career advancement venues allows each participant to find the niche in which they are most happy and productive.

I created these using the knowledge concept of Knowles’ Androgogy, considering the self-directed adult learner who wants to use his/her experience as a rich resource to address problem-centered needs while incorporating a social role in a developmental capacity. This taps into the internal motivation and targets their need to know how their efforts will be applied. The emphasis on interactive learning allows individual personalities to portray the importance and altruistic manner to satisfy a civic duty. This workshop will enhance the ability for adults to responsibly accommodate transformational learning by reflection on the ever increasing need for volunteers to contribute their time and effort to such worthy causes. The invaluable experience of team development provides a constructive approach to make meaning of positive outcomes.

The American Red Cross Volunteer Workshop involves a support system I discovered doing research in Personal Development for Smart People. This revealed The Five Pillars of Self-Discipline. They are Acceptance, Willpower, Hard Work, Industry, and Persistence. If you take the first letter of each word, you get the acronym “A WHIP” — a convenient way to remember them, since many people associate self-discipline with whipping themselves into shape (STEVE PAVLINA.COM).

An additional benefit of this workshop is the satisfaction of each level of Maslow’s Hierarchy. By contributing to help with the basic physiological and safety needs of others when disaster strikes, the love and belongingness is achieved through warm and friendly relationships. The self-esteem need is an achievement of that help and the confidence that accompanies these efforts. All of these activities support the fifth level of self-actualization by full expression of their talents, capacities, and potential. The integrity and personal independence shines in each volunteer as they can see the difference they make by helping others. The pride and recognition will reinforce the overall team development of the American Red Cross Volunteers.

The above image is a good example of the interactive benefits of training adult volunteers. By helping others, they in turn reap the benefits of taking individual’s resources, engaging them in an organized program and target settings that can progress to implemented improvements. These results can then be documented into Best Practices by combining the tools and proven theories. After actual programs have managed performance and evaluated objectives, the result is a cohesive group that can make the difference in an efficient manner for effective improvements. Whether the goal is to improve stakeholder performance, loyalty, culture, communication or Return on Investment (ROI), the dynamics require careful placement of these building blocks.

The beauty of creating an effective group that is a bonded team – one that exemplifies trust and dedication, is that group can be activated in a variety of ways, regardless of the time, place, or circumstances, and adapt to accomplish amazing results. This encompasses what the OI&LS Program has meant to me – to be equipped with a toolbox of skills, knowledgeable of theory/research, and prepared to perform hands-on in an engaged and passionate manner. I am confidant you have molded and groomed me to do just that.

Instructional DesignAccounting

Organization, Information & Learning Sciences

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