ODOT_Training_009-25_Proposal_FINAL.pdf

ITB 009-25 Leadership and

Management Training

PROPOSAL

DUE DATE: APRIL 2, 2024

Angella M. Reid, COO Email: areid@heritageconsultingbybr.com

9811 W Charleston Blvd, Ste. 2861 Las Vegas, NV 89117

Tel:305-582-9481 or 513-781-9784 mailto:areid@heritageconsultingbybr.com tel:305-582-9481

9811 W Charleston Blvd, Ste 2861

Las Vegas, NV 89117 Telephone: 513-781-9784 www.heritageconsultingbybr.com

TABLE OF CONTENTS

Cover Page

Table of Content Overview

Our Firm Overview ........................................................................................................................3-4 Executive Summary

Lead Consultant Experience/Qualifications

Descriptive Course Literature Announcement ................................................7-19

Course I: Leading with Strengths and Values..................................................................8-10

Course II: Illuminate the Path to Leadership..................................................................11-13

Course III: FranklinCovey’s 4 Essential Roles of Leadership.........................................14-15

Course IV: Build Time and Stress Management Toolkit to Unlock Your Full Potential ..........................................................................................16-17

Course V: Customer Service Excellence ..........................................................................18-19

Resumes and Bios.....................................................................................................20-26

Lead Consultant, Karin Knecht........................................................................................21-23

Other Related Qualifications in the Firm

Olivia Brown, CEO Bio

Angella Reid, COO Bio

Attached separately:

• Excel Ohio Training RFP 009-25_pricing_FINAL_3.29.3024.xlsx

• Affirmation_and_Disclosure.docx

• Training certificates http://www.heritageconsultingbybr.com/

Las Vegas, NV 89117

OUR FIRM

Full Legal Name of the Company: HERITAGE CONSULTING BY B+R LLC

9811 W Charleston Boulevard Suite 2861 Las Vegas, NV 89117

Year Founded: September 23, 2019

DUNNS No: 022239823

EIN: 843139986

Number of Employees: 2 FTE

Independent Consultants: 13

Authorized Company Reps: Angella Reid, COO (primary)

Email: areid@heritageconsultingbybr.com Phone: 513-781-9704

Olivia Brown, CEO (secondary) Phone: 513-781-9771 Email: obrown@heritageconsultingbybr.com

Multi-Year Contracts until 2028: Strategic Support Services for the University of

Virginia and Clackamas Community College.

Past Performances: Southern Nevada Housing Authority |Four Seasons

Hotels & Resorts | Salamander Hotels & Resorts | The Ritz-Carlton Hotel Company |MGM | Versant Health | Sodexo | Shaker Rehabilitation & Nursing Center | YMCA Rockies |The White House |Gabriel Kreuther (Two Star Michelin Restaurant)

Certifications/Accreditations:

• WOSB: Certificate #201224; Expiration: July 31, 2024

• WBENC/WBE: Certificate #WBE2001965; Expiration: July 31, 2024

• NMSDC/MBE: Certificate # WR05539; Expiration: May 31, 2024

• SWAM, Virginia: Certificate #818273; Expiration: February 9, 2026 mailto:areid@heritageconsultingbybr.com mailto:obrown@heritageconsultingbybr.com

Las Vegas, NV 89117

OUR FIRM’S OVERVIEW

Heritage Consulting by B+R (Heritage) is a minority women-owned consulting firm comprising a carefully curated network of independent consultants who share a passion for service excellence and innovation, partnering with clients to meet and exceed the ever-changing business environmental needs.

Our seasoned professionals each bring a unique set of hands-on experience and skills from various sectors, including hospitality, retail, technology, and more. Our diversity is our strength, allowing us to curate a team of experts who collectively and/or singularly support your needs by helping design training and development programs and other tailored solutions that meet each client's needs. Our real-world experiences ensure practical, implementable strategies that drive results.

The firm cofounders, Olive Brown, CEO, and Angella Reid, COO, collectively share over 40 years of combined leadership experience in luxury and gaming hotels and resorts and The White House.

The Heritage Promise

We will tailor our training approach to meet the moment, working with the Ohio Department of Transportation’s leaders to understand their challenges and needs from the outset. Instead of coming up with ready-made answers, we will ask intelligent questions, engage you in business discussions, and refine our offerings to fit your employee population who will participate in the training. We commit to:

Develop a clear understanding of the organization's culture and provide you with the highest level of service.

Work with the designated POCs to fortify the education and training of those earmarked to participate.

Share our knowledge, experience, and industry best practices that could apply here.

Retain institutional knowledge for future projects and assignments to avoid back-tracking.

Agree on the metrics for evaluating and measuring the execution, quality, engagement, and insight of assigned resources and the overall partnership.

We aim to help build the next generation of leaders:

1. We believe you unlock strategic value and strengthen performance with a perfect blend of

People and Process improvements.

2. We start by helping you see your current team of people in a new light, showing you their innate behaviors and how those align with their job (or not).

3. Then we learn what you want your team to be better at and ask you to share how you'll know they are better (what measures will you use to know they are improving).

4. Our team of best-in-class consultants will share our approach to assessing, training, and coaching your people while managing the process.

5. Training ensures the team knows the best practices and why they benefit their stakeholders.

Las Vegas, Nevada 89117

Las Vegas, NV 89117

EXECUTIVE SUMMARY

Heritage Consulting by B+R LLC (“Heritage”) is pleased to submit its proposal to the Ohio Department of Transportation(“Client”) in response to its RFP to contract with qualified firms to conduct formal and professional leadership training courses for its employees, which will support its vision of being a long-term, reliable, experienced, and highly productive organization.

You seek to contract with accredited firms or educational institutions to conduct formal and professional leadership training courses for ODOT employees as needed. Our firm possesses field experience of more than five (5) years in Corporate Training and Organizational Learning.

ODOT seeks to train employees following its guiding principles of serving, innovating, and communicating purposefully, being productive, lean, efficient, and effective, and creating a work environment based on trust and mutual respect. Participation in the training sessions being sought will better enable employees to fulfill the Department’s guiding principles daily and ultimately achieve the Department’s long-term vision.

This potential engagement is projected to be long-lasting through April 30, 2026.

Heritage’s Approach:

• Collaborate with an onsite program administrator to prepare rollout and offer ongoing support to participants during and after the program.

• Conduct a pre-event call to introduce the program and provide instructions for completing assessments.

• Facilitate training virtually or in person at the ODOT facilities.

• Conduct post-event calls to wrap up learning and/or host graduation.

Our Process:

• The following proposal is based on a cohort of 12-15 participants per workshop. If the number of participants increases, two or more workshops will be scheduled.

• ODOT program administrators will handle internal administrative tasks and communications.

• The facilitator will be available for email inquiries during the program and commits to responding within 48 hours.

• The facilitator will notify the ODOT team in advance if there may be any costs based on additional requests or participants.

• We request that Sessions be canceled or rescheduled with written notice, e.g., by email, at least

48 hours before the scheduled session begins.

Las Vegas, NV 89117

CONSULTANT EXPERIENCE AND QUALIFICATION

Project Lead Consultant – Karin Knecht, CPC, CCXE

Karin has over 20 years of corporate management experience in domestic and global arenas, including a Fortune 500 company in the United Kingdom and an Inc. 500/5000 company in the United States. Her expertise spans coaching and mentoring, leadership and career development, and talent and performance management in the logistics, telecommunications, and hospitality industries.

Karin’s diverse, global background makes her an ideal partner for supporting clients such as the Ohio Department of Transportation in leading and developing high-performing teams. She tailors training and development needs by asking thought-provoking questions, uncovering limiting beliefs, and helping clients like you create practical plans to achieve long-term win-win outcomes.

Each training course being offered has been delivered within the past 12 months.

Karin has a hospitality diploma and the following certifications:

• Certified Professional Coach (CPC) in 2023

• Energy Leadership Index (ELI) Master Practitioner in 2023

• FranklinCovey 5-Essential Roles of Leadership Facilitator in 2021

• Certified Customer Experience Executive (CCXE) in 2016

• Workplace Learning Professional from ATD Chicago in 2016

Location of services:

• Work location will be ordered via ODOT Purchase Orders and scheduled accordingly.

• The Lead Consultant is based in Chicago, Illinois.

References:

• Allie Temkin, Director Talent Management at Livingston International

• Stacy Brown, Regional People Business Partner, Logistics & Services and Ocean Products -

North America at A.P. Moller - Maersk

• Julie Schotanus, Director HRBP at project44

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DESCRIPTIVE

COURSE

LITERATURE

Page 8-20

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I. ENGAGEMENT OUTLINE: LEADING WITH STRENGTHS AND VALUES

The primary aim of this one-day workshop is to facilitate the seamless integration of acquired knowledge into participants' workplace environments, ensuring lasting impact. The day's agenda will center around leveraging CliftonStrengths assessments to pinpoint individual strengths, empowering attendees to overcome obstacles hindering their advancement to leadership positions effectively. The session will equip participants with strategies to bolster their influence and confidence post-program completion. This knowledge and ongoing follow-up sessions are positioned to cultivate a common language among participants and strengthen their influence and professional networks.

Approach:

• Pre-event activities and call to introduce program and CliftonStrength assessment.

• Host a one-day event focused on exploring participants' top strengths and guiding them in effectively applying this insight for success upon returning to the workplace.

• Facilitate one virtual follow-up coaching call to support participants' journey and continue their collective development.

• Optional: Offer the option of one-on-one leadership coaching sessions at an additional cost.

Pre-event:

• Alignment call with program sponsor and administrator to review program overview and expectations and arrange pre-program briefing.

• The facilitator will procure CliftonStrength 34 assessments and distribute the codes to the program administrators. The facilitator will combine individual reports into a group matrix overview.

• Program administrators will schedule a 50-minute virtual session for the facilitator to:

o Introduce CliftonStrenghts.

o Explain the assessment process.

o Answer any questions.

• Program administrators will organize a workshop preparation call with the facilitator to confirm the completion of assessments and review logistical details for the in-person event.

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One-Day Event (8:30 am – 4 pm)

• The facilitator and program administrators will meet in person one day before the workshop to review room set-up, workshop agenda, and potential last-minute changes.

8:30 am • Welcome and introduction icebreaker

9:00 am • CliftonStrengths insights o Introduce data, insights, and benefits to individuals and organizations.

• Participants engagingly review their reports.

o Strength’s insights - action items - area of excellence - blind spots -manage your lesser strengths - unique domain distribution

10:00 Break

10:15 am • Group strengths overview.

• Group exercise to share top strengths/themes.

o Strength that energizes me.

o Strength that frustrates others.

o How to work best with me.

o What I need from others.

11:30 am L Lunch

12:30 pm • Discover the significance of values and strengths in shaping your purpose and achieving success.

o Engage in a values exercise.

o Create a purpose statement aligned with your strengths and values.

1:30 pm Break

1:45 pm • Building your personal brand o Vision exercise: “One year from now” o Draft action plan to get there: 3-month action plan with a commitment to first action step

2:30 pm Break

2:45 pm • Harness your strengths and what you’ve learned to inspire others and achieve success as a woman leader.

3:30 pm • Wrap up and close.

o Postcard reflection: what have I learned today? What am I committed to do next?

o Choose accountability partner(s) o Next steps: virtual follow-up call

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Post-event:

• The facilitator and program administrator distribute the workshop evaluation sheet for feedback.

• The facilitator assesses quantitative and qualitative data and compiles it into a report. The program administrator then disseminates team reports, photos, testimonials, and evaluation data to key stakeholders.

• The program administrator arranges a recap call with the facilitator and sponsor to review the data, discuss successes, and identify areas for improvement for future sessions.

• The program administrator schedules a 60-minute follow-up call with the facilitator and group Six (6) weeks after the event. This call allows participants to share successes, ask questions, receive coaching, and build upon the learning experience.

Additional considerations:

• Share individual reports with participants before the event so that they come prepared. This would reduce the workshop duration.

• The client can request to swap exercises or change timing based on their needs.

Costs:

All prices are in the Excel spreadsheet in USD and include taxes.

PDF participant manuals for the Virtual Workshop are included. Participant manuals for in-person workshops can be purchased for $20 each.

Opportunities for ongoing future development:

• One-on-one assessment debriefs with participants.

• Hosting 90-minute workshops on power skills.

• Quarterly group coaching sessions.

• One-on-one coaching engagements at $500.00 per person per month.

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II. ENGAGEMENT OUTLINE: ILLUMINATE THE PATH TO LEADERSHIP (IPL)

New and emerging leaders will learn to act and think like leaders, be role models, and create high-performing multicultural teams that achieve vision and goals.

The program includes ten leadership topics, an assessment and group debrief, and 90-minute virtual workshops or group coaching sessions over four months.

Approach:

• Pre-event activities and call to introduce program and assessment.

• Host a 2.5-day in-person workshop or a series of virtual workshops and group coaching sessions and guide participants in effectively applying the learning upon their return to the workplace.

• Facilitate one virtual follow-up call to support participants on their journey and continue their collective development.

• Optional: One-on-one leadership coaching sessions at $500.00 per person monthly.

expectations and arrange pre-program briefing.

• The facilitator will set up assessments and share information with the program administrators.

The facilitator will review individual reports.

• Program administrators will schedule a 50-minute virtual session for the facilitator to:

o Introduce self and program.

o Explain the assessment process.

o Answer any questions.

Program:

• Duration: 2.5-day in-person workshop or a 4-month-long program with 10 workshops/group coaching sessions

1. Leadership fundamentals and competencies: Clarify the difference between managers and leaders, emphasizing the actions and qualities that define high-performance individuals. Establish a strong foundation, balancing firmness, fairness, and adaptability in daily operations. Assess the mindset and competencies crucial for leadership success.

Las Vegas, NV 89117

2. Create a sense of purpose and belonging: Improve the employee experience and foster inclusivity. Craft a personal and team contribution statement to clarify roles and purpose aligned with values. Outline your responsibilities as a manager in facilitating a positive onboarding experience.

3. Impactful and engaging communication: Master one-on-one and team meetings using templates and best practices. Understand the significance of attentive and empathetic listening, identify active listening techniques, and address obstacles to effective listening.

4. Situational Leadership - adapting leadership styles: Tailor your leadership approach and style based on your team members’ development needs to cultivate rapport and elevate performance.

5. Build high-performing teams: Prepare for success and steer performance towards achieving objectives. Set SMART goals to set expectations and monitor performance using quantitative and qualitative measures. Tap into team members’ strengths to enhance team performance.

6. Provide feedback and coach to unlock full potential: As a leader and coach, enhance team performance through consistent feedback and build a high-performing team. Use the GROW framework to provide effective feedback and coaching.

7. Develop and train others to unlock their full potential: Support others in developing their skills and knowledge based on their leadership styles, contributing to greater employee satisfaction and performance, articulate available learning and development resources, and foster growth. Craft meaningful development plans to enhance skills and knowledge, enabling advancement in present positions and fulfilling career ambitions.

8. Influence and present with impact: Acquire skills in structuring and organizing presentation notes, employing diverse techniques for confident delivery, and captivating your listeners. Learn to craft clear, compelling, and memorable virtual presentations through expert guidance.

Convey thoughts effectively to garner support from both internal and external stakeholders.

9. Ride the change curve: Discover the four stages individuals experience when change happens. Learn how to successfully lead yourself and others through transitions and communicate to engage key stakeholders.

10. Build strong teams with hiring and interviewing skills: Understand your role in the recruitment process and choose the most suitable candidate for the role and team.

Ensure compliance with legal regulations during the hiring process. Welcome and integrate new team members to ensure a positive onboarding experience.

Las Vegas, NV 89117 feedback.

• The facilitator assesses quantitative and qualitative data and compiles it into a report. The program administrator then disseminates team reports, photos, testimonials, and evaluation data to key stakeholders.

• The program administrator arranges a recap call with the facilitator and sponsor to review the data, discuss successes, and identify areas for improvement for future sessions.

• The program administrator schedules a 60-minute follow-up call with the facilitator and group Six (6) weeks after the event, providing an opportunity to share successes, ask questions, Additional Considerations:

• PDF participant manuals for the Virtual Workshop will be included. Participant manuals for in-person workshops can be purchased for $20 each.

• Each topic can be facilitated as a standalone virtual workshop for $75.00 per participant, with a minimum of 10 attendees.

• No additional cost for assessment.

Recommended opportunities for ongoing development:

• One-on-one assessment debriefs with participants.

• Offer 90-minute virtual workshops on power skills.

• Offer quarterly group coaching sessions.

• One-on-one coaching engagements at $500.00 per person per month.

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III. ENGAGEMENT OUTLINE: FRANKLINCOVEY’S 4 ESSENTIAL ROLES OF

LEADERSHIP

This program is designed to develop senior leaders who can think big, adapt quickly, and translate strategy into meaningful work. Enable senior leaders to make a difference by inspiring trust, creating vision, executing strategy, and coaching potential.

Strategy:

• Pre-event activities and call to introduce program and assessment.

• Host a 2-day in-person event or series of virtual workshops and group coaching sessions and guide them on effectively applying the learning upon returning to the workplace.

• Facilitate one virtual follow-up call to support participants on their journey and continue their collective development.

• Optional: An option of one-on-one leadership coaching sessions at an additional cost of

$500.00 per person per month.

expectations and arrange pre-program briefing.

• The facilitator will set up assessments, work with program administrators to communicate with participants, review individual reports, and create group reports.

• Program administrators will schedule a 50-minute virtual session for the facilitator to:

o Introduce self and program.

o Explain the assessment process.

o Answer any questions.

• Program administrators will organize a workshop preparation call with the facilitator to confirm the completion of assessments and review logistical details for the event.

Workshop / Program:

• Duration: A two-day in-person workshop or four (4) 2-hour virtual workshops spread over 4-5 months.

1. Inspire Trust: Trust starts with a leader’s character and competence—the credibility that allows leaders to intentionally build a culture of trust.

• 120 min work session.

• 60-90 min self-study: draft contribution statement, complete credibility accelerator, drat team culture statement.

Las Vegas, NV 89117

2. Create Vision: Effective leaders create a shared vision and strategy and communicate it so powerfully that others join them on the journey.

• 120 min work session.

• 60-90 minutes of self-study: Create team vision, finalize team strategy and strategic narrative, and finalize six rights maps.

3. Execute Strategy: Leaders must think big and execute their vision and strategy to completion, with and through others.

• 120 min work session.

• 60-90 min self-study: execute team strategy, ratify Widely Important Goals, create scoreboard.

4. Coach Potential: Effective leaders develop leadership potential in others and improve performance through consistent feedback and coaching.

• 120 min work session.

• 60-90-minute self-study: Prepare a coaching conversation using a coaching conversation planner, conduct a voice-finder interview, and conduct a coaching conversation.

5. Wrap up, graduation, and post-program assessment.

feedback.

• The facilitator assesses quantitative and qualitative data and compiles it into a report. The program administrator then disseminates team reports, photos, testimonials, and evaluation data to key stakeholders.

• The program administrator arranges a recap call with the facilitator and sponsor to review the data, discuss successes, and identify areas for improvement for future sessions.

• The program administrator schedules a 60-80-minute follow-up call with the facilitator and group Six (6) weeks after the event. This call allows participants to share successes, ask questions, receive coaching, and build upon the learning experience.

Additional considerations:

• PDF participant manuals are provided at no extra cost. Printed participant manuals are optional at a cost of $100.00 per person.

• A minimum requirement for this course is an AllAccessPass for the organization, which includes a license for facilitation, participant material, and access to online training. ODOT would need to purchase this directly through FranklinCovey for approximately $19k for 40 leaders annually).

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IV. ENGAGEMENT OUTLINE: BUILD A TIME AND STRESS MANAGEMENT

TOOLKIT TO UNLOCK YOUR FULL POTENTIAL:

This workshop is designed for anyone who wants to take control of their time, reduce stress, and unlock their full potential on their journey to a more balanced and fulfilling life.

Harness the power of the Time Matrix to effortlessly prioritize tasks, eliminate time wasters, and achieve optimal productivity.

Walk away equipped with a toolkit of time management techniques, stress-relief strategies, and invaluable resources to support your ongoing growth and development.

Approach:

• 120 min virtual workshop.

• Utilize time management best practices and create a personalized planning system.

• Discover the Energy Leadership framework and tools to manage and relieve stress.

• Optional: The option to complete an Energy Leadership Index assessment at an additional cost.

expectations and arrange pre-program briefing.

• The facilitator will provide pre-course activities and work with program administrators to communicate with participants.

Workshop:

• Duration: 120-minute virtual workshop for min 6 and max 15 participants

Post-event:

• The facilitator and program administrator distribute the workshop evaluation sheet for feedback.

• The facilitator assesses quantitative and qualitative data and compiles it into a report. The program administrator then forwards data to key stakeholders.

Las Vegas, NV 89117

Costs: All prices are in the Excel spreadsheet in USD and include taxes.

• PDF participant manuals are provided at no additional cost.

• Printed participant manuals may be provided for $10.00 per person.

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V. ENGAGEMENT OUTLINE: CUSTOMER SERVICE EXCELLENCE

Discover how to embody the mindset and behaviors of a customer advocate, serve as a trusted partner, and craft exceptional customer experiences that foster loyalty.

The program includes nine customer service skills topics, assessment, virtual workshops, and group coaching sessions over three months.

Approach:

• Pre-event activities and call to introduce program and assessment.

• Host a 2-day in-person session or a series of virtual workshops and group coaching sessions and guide participants in effectively applying the learning upon their return to the workplace.

• Facilitate one virtual follow-up call to support participants on their journey and continue their collective development.

expectations and arrange pre-program briefing.

• The facilitator will set up assessments and share information with the program administrators.

The facilitator will review individual reports.

• Program administrators will schedule a 50-minute virtual session for the facilitator to:

o Introduce self and program.

o Explain the assessment process.

o Answer any questions.

Program:

• Duration: 2-day in-person workshop with nine (9) 60-90-minute workshops or group coaching sessions

1. Cs of Communication: Whether speaking or writing, employing the Cs of communication ensures your message is conveyed as intended.

2. Effective Listening Skills: Recognize the significance of effective listening, describe the five listening levels, identify techniques that facilitate active listening, and eliminate barriers to attentive listening.

3. Speak to Influence Others: Discover techniques for effectively conveying your ideas and capturing attention to get support from internal and external customers.

4. Telephone Guidelines: Learn about telephone protocols and discover methods for delivering

Las Vegas, NV 89117 exceptional customer experiences over the phone.

5. Business Email Guidelines: Acquire skills in crafting professional emails through straightforward communication guidelines.

6. Build a Time and Stress Management Toolkit: Utilize time management best practices and create a personalized planning system. Discover the Energy Leadership framework and tools to manage and relieve stress.

7. Foster Customer Satisfaction: Discover strategies for creating customer value and delivering outstanding customer service.

8. Master Complaint Resolution: Discover why customers complain, apply the P.L.E.A.S.E.

framework for resolving issues, and understand effective strategies for managing challenging internal and external customers.

9. Build a Problem-Solving Toolkit: Explore the problem-solving process and utilize diverse tools and techniques to enhance problem-solving abilities.

feedback.

• The facilitator assesses quantitative and qualitative data and compiles it into a report. The program administrator then disseminates team reports, photos, testimonials, and evaluation data to key stakeholders.

• The program administrator arranges a recap call with the facilitator and sponsor to review the data, discuss successes, and identify areas for improvement for future sessions.

• The program administrator schedules a 60-minute follow-up call with the facilitator and group six (6) weeks after the workshop, providing an opportunity to share successes, ask questions, Costs: All prices are in the Excel spreadsheet in USD, including taxes.

• PDF participant manuals provided at no additional cost.

• Printed participant manuals may be provided for $20.00 per person.

• Each topic can be facilitated as a stand-alone Virtual Workshop at $75.00 per participant with a minimum of 10 attendees.

• No additional cost for the assessment.

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RESUMES & BIOS

Las Vegas, NV 89117

Karin Knecht

SUMMARY

Bilingual (English and German) Leadership Coach / Learning & Talent Development Professional / Speaker and Facilitator with international experience in coaching and mentoring, leadership and career development, as well as talent and performance management in logistics, hospitality, telecommunications industry.

Successful at motivating, training and developing talent and leading corporate projects and programs.

I bring initiative, creativity, passion, and determination to accomplish desired objectives. I work well with others in an agile and global environment and embrace challenges with little supervision.

KEY QUALIFICATIONS AND EXPERIENCE

• Coaching / Mentoring

• Learning & Development

• Speaking / Facilitation

• Leadership Development

• Energy Leadership

• Employee Engagement

• Customer Experience

• Evaluation & Assessment

• Individual / Team Assessments

• 360 Feedback

• Train-The-Trainer

• Curriculum Design

• Instructional Design

• E-Learning Development

• Performance Management

• Succession Planning

• Emotional Intelligence

• Hospitality Management

• Project Leadership

• Problem Solving

• Time & Stress Management

DunamisC LLC Expat/ Leadership Coach / Consultant / Speaker / 11/2023 – present Facilitator / Fractional L&D Director

• As a coach, my mission is to assist expat leaders inspire themselves and others to unlock their full potential and create high-performing multicultural teams. I also help mid- to executive-level leaders overcome limiting beliefs and unlock their full potential in a new role.

• As a consultant, I help organizations implement a wide variety of development solutions including assessments, leadership programs, and employee engagement initiatives.

• As a speaker and facilitator, I share my extensive learning and development experience and leadership knowledge during conferences, podcasts, networking, in-house events, and workshops.

• As a fractional director, I fill a learning & development director level position in a part-time or short-term capacity.

Livingston International Chicago, US / CA Director, Global Talent, Learning and Organizational 11/2018 – 08/2023 Development

• Created talent management framework and supported company talent reviews and succession.

• Enhanced the virtual onboarding experience and achieved NPS of 60.

• Developed and successfully embedded leadership competencies in various processes and culture.

• Implemented and facilitated a mid-level leadership program with satisfaction rating of 4.5 out of 5 and 70% knowledge increase.

• Implemented and facilitated a customer service program with satisfaction rating of 4.4 out of 5.

• Conducted career planning conversations and created career paths together with business leaders.

• Implemented various employee engagement initiatives and improved engagement score by 5 points.

• Supported change management and organizational development initiatives and participated in employee retention and hybrid work-model projects.

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Nitel Chicago, US

Director of Learning & Development 07/2015 – 11/2018

• Created training resources and micro-learning with SMEs for various products, processes and procedures.

• Assisted senior leadership team and managers in implementing training plans and programs to ensure all employees receive the appropriate development and tools needed to provide world-class customer service and achieve business goals.

• Implemented new Learning Management System. Administered Nitel University and ensured training resources are easily accessible and current in the LMS and company intranet.

• Developed and implemented various initiatives designed to improve employee and customer experience as part of the Service Vision leadership team.

• Led onboarding, leadership, and sales development programs to set up employees for success.

InterContinental Hotels Group

Global Talent Manager, Global HR 01/2014 – 04/2015 Talent Development Consultant, Global HR 10/2011 – 01/2014 Talent Development Consultant, Americas HR 06/2008 – 10/2011

• Organized and facilitated regional workshops on time and within budget. Transformed workshops into a blended approach including pre-reading, e-Learning, workshops, and post-course assignments (1:1 to 400+).

• Oversaw global accelerated development programs and executive level assessment centers.

Recommended and implemented enhancements, analyzed data, and set global targets.

• Managed 360 feedback process and simplified billing procedure through effective negotiations with vendor.

Saved money by thinking outside the box and working with regional HR teams.

• Conducted extensive research and utilized network to create recommendations for a global approach in using various assessments.

• Led the global performance management process and system. Communicated with key stakeholders to ensure all timelines were met and data was available for a successful merit review.

• Oversaw RFP process and worked in partnership with suppliers to create different solutions to ensure consistent communication and increase manager capability.

• Led global performance management improvement project and implemented enhancements after conducting extensive research and interviews with key stakeholders.

• Assisted with talent reviews, succession planning and other activities designed to improve the company’s talent bench strength. Analyzed data and produced executive presentations.

• Enhanced IHG’s Future Leaders Program by working closely with regional program leads to get buy-in for implementing changes and ensuring consistency.

• Developed global approach to accelerating the readiness of internal talent for critical roles.

• Supported ‘Privatizing Army Lodging’ as HR Business Partner.

InterContinental Hotel Chicago, US

Director of Training & Development 03/2003 – 06/2008

• Conducted over 100 career talks, personality tests and 360 feedback sessions.

• Successfully introduced best practices, custom multiple learning methods and developed adult learning tools, which were implemented in the Americas Region.

• Designed brand standards, customer service, diversity, culture and compliance training.

• Successfully managed various culture initiatives and projects as change champion and created a positive work environment and increased employee satisfaction scores by 7%.

• Achieved an average training score of over 90% throughout the hotel by supervising 25 departmental trainers and overseeing monthly training initiatives.

• Interviewed and appraised new employees.

InterContinental Hotel Stuttgart, Germany

Shift Leader and ‘Hotelfachfrau’ Apprenticeship 11/1992 – 07/1997

• Completed 3-year apprenticeship as ‘Hotelfachfrau’ with awards.

• Supervised Front Office Team and ensured daily tasks were completed satisfactory.

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EDUCATION AND PROFESSIONAL DEVELOPMENT

• Certified Professional Coach (CPC)

• Certified Customer Experience Executive (CCXE)

• Workplace Learning and Performance Institute (WLPI) facilitator

• Assessment feedback provider: Birkmann, IPAT, Energy Leadership Index (ELI), CliftonStrengths

• Facilitator and Master Assessor for various programs (FranklinCovey, AchieveGlobal, CMOE Coaching)

• ATD e-Learning Instructional Design Certification Program, NLP, Dale Carnegie training

• eCornell Project Leadership certification

• Harvard ManageMentor courses in Strategic Thinking and Execution, Feedback Essentials, Coaching, Goal

Setting, Change Management and Career Management

• Hotelfachfrau, Hotelfachschule Bad Ueberkingen, Germany

• Abitur, Albert-Schweitzer-Gymnasium, Germany

MEMBERSHIPS AND

ORGANIZATIONS

• International Coaching Federation (ICF)

• iPEC Coach Community

• CCXE Alumni

• Peer 150 HR Community

• Association for Talent Development (ATD) Chicago

• Speaker at HR Connect, TMA, PDN, Future of

Work, Workplace Institute

AWARDS

• 2023 ISO

• 2016-22 Champion of Learning – ATD

• 2015-18 Fastest growing private companies in

America - Inc. 500|5000

• 2015-18 Best Places to Work in Chicago

• 2015 Top Employer UK

Las Vegas, NV 89117

HERITAGE

OTHER HR QUALIFICATIONS/EXPERIENCE WITHIN THE FIRM

Professional in Human Resources (PHR) and Diversity Certificate| HRCI

Impact Facilitation Certification

Society for Human Resource Management Certified Professional (SHRM-CP)

Las Vegas, NV 89117

Principals Bios

About Olivia Brown, CPA

More than 30 years of operational experience in global luxury hotels, resorts and residential operations, brand marketing, sales and distribution channels, and talent management, including integrated resort operations within the gaming sector. Olivia is an internationally proven strategic executive with a history of developing and executing strategies that maximize hotel, residential, and gaming performance across a balanced scorecard.

Olivia is recognized for creating value within an organization by effectively diagnosing problems and thoroughly analyzing information to guide decision-making, implementing a continuous improvement process initiative, and developing innovative solutions that boost customer and employee experience results while enhancing hotel and gaming revenue, profit and key performance metrics.

Olivia's extensive general manager roles with Bellagio Resort & Casino, MGM Resorts International, The Ritz-Carlton Brand, and IHG developed her expertise in leading and developing high-performing work teams, creating customer value, operating excellence, and transforming culture.

Olivia is a CPA and holds a Hospitality and Tourism Administration degree from Centennial College of Applied Arts and Technology in Toronto, Ontario.

Las Vegas, NV 89117

About Angella Reid

Reid is an authentic leader with over 30 years of experience in hospitality management and a passion for serving others. In a historic appointment, she became the first woman and ninth person in history to manage the day-to-day operations of the White House as Director of the Executive Residence and Chief Usher. As Chief Usher, Reid led a team of 100 full-time employees whose priority was to care for the building, its decorative and historical artifacts, and the private and public lives of the First Family of the United States.

Before her White House appointment, Reid led the luxury The Ritz-Carlton, Pentagon City, The Ritz-Carlton, Coconut Grove, Miami, and The Ritz-Carlton Washington D.C. hotels as General Manager and Hotel Manager, respectively. She excels at and has received recognition and accolades for her achievements in consistently aligning accountability and resources to manage work, achieving the highest House Profit Margin of all hotels in the brand in 2009, Owner Value Creation, Asset Management, implementation of innovative business strategies, enhancing Ritz- Carlton’s brand image by leading community service and corporate social responsibility projects, all while caring for employees and customers and achieving a Balanced Scorecard. She received numerous leadership awards and recognition for her outstanding contributions to stakeholders.

She was featured in Florida Magazine’s “Movers and Shakers” Issue in 2007 and Who’s Who Black South Florida 2006 Issue and her historic White House appointment appeared as a Jeopardy question in 2018. Reid has participated in Aspen Institute Executive Leadership Seminars at the Wye River Campus and Cornell University and holds a Hospitality Management Diploma from the Carl Duisburg Centren, Munich, Germany.

Reid is passionate about inspiring young girls. She currently sits on the Board of Girls Inc. of Greater Miami and, before that, the Board of Girls Inc. of Chicago. Other non-profit services include Big Brothers, Big Sisters, and USO Metropolitan Washington, D.C.