Ohio_Dept._of_Transportation_-__Training.pdf

REFINEM LLC 405 N. Jefferson Suite 1013 Springfield, MO 65806

Ohio Department of Transportation

Leadership and Management Training

Solicitation ID

SRC0000017221

Technical Proposal

Prepared On: April 1, 2024

Prepared By: Brent Barman

Phone: (512) 423-4903

Email: brent@refinem.com

PMI ATP # 3990

GSA Contract #

SAM UEI#

TIN#

DUNS#

Small Business

Signature:

47QRAA22D003T

CAABSFMNRZ54

45-4043033

060738862

15 Employee’s

Brent Barman mailto:brent@refinem.com https://www.gsaelibrary.gsa.gov/ElibMain/contractorInfo.do?contractNumber=47QRAA22D003T&contractorName=REFINEM+LLC&executeQuery=YES

Contents Communication Skills Training

Executive Summary

Scope of Work

RefineM Advantage

Key Personnel Approach

RESUMES

Training Testimonials

Executive Summary

RefineM is a small, woman-owned, Project Management Consulting and Training company based in Springfield, MO since 2011. We specialize in Project Management Consulting and

Training with a global reach. We help organizations develop systems, processes, resources, and talent to drive project success. With RefineM on your side, your team will learn to focus on value delivery, use simple but effective tools and techniques to deliver projects, and shift from reactive to strategic thinking. We specialize in training in all industries including Government.

Purpose The purpose of this invitation to bid is to establish contracts with qualified, accredited firms or educational institutions to conduct formal and professional leadership training courses for the

Ohio Department of Transportation’s employees on an as-needed basis.

In order to meet our Departmental vision of being a long-term, reliable, professional and highly productive organization, the Department seeks to train our employees in line with our guiding principles of serving, innovating and communicating with purpose; being productive, lean, efficient and effective; and creating a work environment based on trust and mutual respect.

Participation in the training sessions sought will better employees fulfill the Department’s guiding principles daily and achieve its long-term vision.

Scope of Work A sample only of training topics desired for this contract include, but are not limited to, (listed alphabetically): change management; coaching; communication skills; conflict resolution and dealing with confrontation; core skills; customer service; diversity and unconscious bias;

emotional intelligence; employee engagement; influence and negotiation; interviewing skills for managers and supervisors; safety management professional; supervisory skills; situational leadership; strategic planning/long-range planning; teamwork; team building for managers and supervisors; time management. The Department may ask for other topics not listed above if there is a need related to leadership and management courses.

Deliverables

Contractor will complete and submit the following deliverables to the Department in the time and manner specified:

• Schedule, prepare and present training sessions in the agreed time and manner

• Conduct one meeting with the Department in the agreed time and manner.

• Provide session materials in the agreed time and manner

• Provide certificates of completion

Project Plan and Approach

1. To learn more about the proposed requirements, RefineM is proposing a Discovery solution to learn more about the proposed project. Discovery will consist of five phases:

a.

1. Discovery and Planning.

RefineM and the Department of Transportation will participate in a couple of 1-2-hour discovery sessions to understand more about the requirements and training needs and objectives. This will include discussion of what courses are to be delivered, how many times each course will be delivered, and how many students will attend each course.

Deliverables – (a) Finalized Training Plan, and (b) Training Schedule.

2. Planning and Customization.

Based on step 1, RefineM will customize the training outline, flow, contents and create a plan to deliver high value to attendees and finalize the contents with the Department of

Transportation before delivering the training. This step maximizes the value to attendees by making it more relevant to their projects and their training needs.

Deliverables – Validation of all Training Course Material.

3. Training Delivery.

RefineM’s instructors will deliver training based on the contents and plan created in step

1 and 2. RefineM’s training is highly interactive, including several exercises and Q&A opportunities to keep attendees engaged throughout the training.

Deliverables – (a) Training Courses Delivered, and (b) Feedback Delivered.

4. Post-Training Follow-Up/Support.

For each course, RefineM will provide 1 month of training support free of cost.

Attendees will discuss their real projects and issues, and RefineM's instructor will provide guidance and answers / solutions. Such support will provide tremendous value where attendees will experience the implementation of project management concepts to their real work and see the benefits of using project management.

Deliverables – Support provided to training attendees.

RefineM Advantage

RefineM training offers high value and a high standard of training for many reasons:

❖ We are a highly experienced professional training company with very little or no overheads like other big companies. We pass on those savings to you.

❖ We have highly professional and experienced instructors who not only teach concepts but also provide insights and hands-on experience.

❖ Our training is focused and hard-hitting. We offer practical targeted training that is highly impactful.

❖ We demonstrate real business and operational outcomes from our training and consulting engagements, based on metrics/data gathered from your teams after the engagement.

❖ We provide free post training support for one month after the training to help attendees apply the concepts learned from the training in their real projects.

Appendix A.

(Example – Will Tailor to Department Needs) (50% Lecture, 50% Hands-On)

Leadership Skills – 1 day

1. What Is Leadership?

1.1.Definitions of Leadership

1.2.Dimensions of Leadership

1.3.What Do Leaders Do?

1.4.Management vs. Leadership

2. Emotional Intelligence (EI) and Project Leadership

1.5.What is Emotional Intelligence?

1.6.How does it affect leadership?

1.7.Improving Emotional Intelligence

3. Leadership Styles

1.8.Coercive

1.9.Authoritative

1.10. Affiliative

1.11. Democratic

1.12. Pacesetting

1.13. Coaching

4. Key Leadership Skills

1.14. Developing Clarity

1.15. Inspiring / Motivating

1.16. Effective Communication

1.17. Relationship Building

1.18. Developing Others

1.19. Others as time allows

i. Strategic Thinking

ii. Managing Change

iii. Decision Making

iv. Collaboration

v. Delegation

Communication Skills Training – 1 day

1. Introductions

a. Overview, Expectations, and Recap of Previous Days

b. Experience Sharing with Attendees

2. Verbal and nonverbal communications

a. How to effectively communicate

b. Importance of communication

c. Importance of both verbal and nonverbal communication

d. Communication Models (Push, Pull, Interactive)

e. Planning for Effective Communication

f. Keeping Communication Effective in a Virtual Environment

g. Exercises and Group Discussions

3. Organizing and writing clear and concise emails and other documentation

a. Writing Fundamentals

b. Audience Analysis

c. Types of Business Writing

d. Effective Email Writing

e. Effective Documentation Writing

f. Exercises and Group Discussions

4. Organizing and delivering oral presentations

a. Presentation Fundamentals

b. Preparing for the Oral Presentation

c. Research

d. Presentation Prep

e. During the Presentation

f. After the Presentation

g. Exercises and Group Discussions

5. Working with people who exhibit different behavior styles and dealing effectively with different personalities

a. Overview of Behavior Styles and Personality Tests

b. Ways to Determine Behavior Styles

c. Communicating with people with different behavior styles

d. Managing people with different behavior styles

e. Resolving conflicts with people with different behavior styles

f. Best Practices and Pitfalls

g. Exercises and Group Discussions

6. Recognizing communication barriers and how to minimize them

a. Common Communication Barriers

b. Resolving Language / Cultural Barriers

c. Resolving Technological Barriers

d. Active Listening

e. Emotional Intelligence

f. Best Practices and Pitfalls

g. Exercises and Group Discussions

Emotional Intelligence - 1 day Training

1. Self-Awareness

a. Understanding one’s own emotions, triggers and reactions

b. Recognizing the impact of emotions on behavior and decision-making

c. Practicing mindfulness and self-reflection techniques

2. Self-Regulation

a. Developing strategies to manage and control one’s emotions

b. Building resilience to handle stress and pressure effectively

c. Cultivating emotional balance in challenging situations

3. Empathy

a. Enhancing the ability to understand and share the feelings of others

b. Practicing active listening and non-verbal communication

c. Fostering a supportive and inclusive work environment

4. Social Skills

a. Improving interpersonal communication and relationship-building

b. Enhancing teamwork and collaboration

c. Developing effective conflict resolution skills

5. Motivation

a. Aligning personal and professional goals with a sense of purpose

b. Cultivating a positive and motivating work culture

c. Encouraging continuous learning and growth

6. Effective Communication

a. Developing clear and assertive communication skills

b. Understanding the impact of communication styles on relationships

c. Improving feedback delivery and receiving constructive criticism

7. Decision-Making

a. Considering emotional intelligence in the decision-making process

b. Balancing rational thinking with emotional insight

c. Evaluating the potential impact of decisions on individuals and teams

8. Stress Management

a. Identifying sources of stress and implementing coping mechanisms.

b. Creating a healthy work-life balance.

c. Promoting a supportive organizational culture

9. Leadership Skills

a. Building emotional intelligent leadership qualities

b. Inspiring and motivating teams

c. Developing a leadership style that fosters trust and collaboration

10. Cultural Sensitivity

a. Understanding and respecting cultural differences

b. Navigating diverse work environments with empathy

c. Promoting an inclusive workplace culture

11. Conflict Resolution

a. Developing skills to manage and resolve conflicts constructively

b. Fostering a culture of open communication to address issues

c. Building bridges and finding common ground in challenging situations

Critical Thinking (50% Lecture, 50% Hands-On)

1. Introduction / Expectation Setting

1.1.What is the “why” for us today?

1.2.What will we cover today?

1.3.What is Critical Thinking?

2. Critical Thinking in the Workplace

1.4.Where Can You Use Critical Thinking?

1.5. Best Practices for Using Critical Thinking in the Workplace

1.5.1. Active Listening

1.5.2. Emotional Intelligence

1.5.3. Validating Information

1.6.Overcoming Cognitive Distortions

1.7.Making Decisions Using Critical Thinking Steps

2. Problem Solving

2.1.Identify the Problem

2.2.Do Research

2.3.Confirm Validity of Sources

2.4.Ask Questions

2.5.Identify Possible Solutions

2.6.Make a Decision

2.7.Evaluate the Decision

3. Recommendations/Conclusion

4. Individual/Group Exercises Throughout the Training

Appendix B. Capability Statement

Agile Transformation | Project Management Consulting | Project Recovery | Training

RefineM is a Project Management Consulting and Training company operating since 2011. We help organizations develop systems, processes, resources, and talent to drive project success by providing consulting/training/services in realm of project management. Our goal is to empower government agencies to deliver successful projects and improve their efficiency and operating capability. We strive to achieve this goal not only through consulting, but also through providing tailored and targeted training solutions to increase the project management and Agile skills of agency personnel.

We are a premier Authorized Training Provider (ATP) of Project Management Institute (PMI). We specialize in Project Management Professional (PMP) Exam Prep Training, PMI - Agile Certified

Practitioner (PMI-ACP) Exam Prep Training, Customized Agile and Project Management Training with a global reach.

https://www.pmi.org/

Service Category Services Performance

Enterprise Agile

Transformation Coaching

Our Agile Transformation Services typically result in enhanced productivity gains of up to

15%-40% in just 4-8 weeks. We start working on

Agile Transformation with senior leadership teams and project teams to develop and implement a “fit for purpose” Agile Operating

Model that combines Agile principles and Scrum, Kanban, XP, and Lean practices. We customize our approach to use the best methodology for any situation.

1. IBM

2. American National

Insurance

3. Classy Llama Studios

4. American Academy of

Family Physicians

Project Mgmt. Consulting Are your projects constantly in jeopardy? Do they deliver their intended value, or do they consistently fall short of your expectations? We work alongside our clients to achieve two key outcomes. Firstly, troubled projects are recovered, and the value is delivered within established cost, schedule, scope, and quality parameters.

Secondly, we deliver tools and training needed to deliver projects consistently without surprises.

Our toolkit, Essential Gear for Project Managers, speeds up the project management capability by combining it with industry best practices.

1. Golden Gate Bridge

District

2. Multi-Craft Contractors

3. Enactus United States

4. Dynex Semiconductors

5. Tracker Marine Group

6. Evangel University

Training We offer practical, targeted training on-site or over the Web that is impactful and relevant to your business. Our customizable Agile, Project

Management and leadership training modules range from fundamentals and advanced topics to certification prep courses including PMP® and

PMI-ACP®.

1. US Air Force

2. Commonwealth of

Massachusetts

3. ICU Medical

4. Bristol-Myers Squibb

5. Pfizer

6. GNF Novartis

7. O’Reilly Automotive https://refinem.com/agile-transformation/ https://refinem.com/products/essential-gear-for-project-managers/

Key Personnel Approach

Our instructors are highly qualified and experienced trainers who bring real-world experience into each training. Meet our lead instructors who specialize in teaching leadership classes.

NK Shrivastava is CEO and Lead Instructor at RefineM. He has over 30 years of experience in project management and 15 years of Agile experience. He has delivered training to dozens of organizations and has also presented at PMI Global Conference and PMI SeminarsWorld.

https://www.linkedin.com/in/nkshrivastava/

Victoria Kumar has over 30 years of experience in project and program management, including the private and public sectors. She has presented at PMI Global Conference and PMI

SeminarsWorld and delivered online seminars through her company, Project Management Leaders

Training.

https://www.linkedin.com/in/victoriakumarpmp/

Phillip George is RefineM’s Training Manager. He has over 10 years of project management and

Agile experience and has supported highly successful training courses for Project Management

Exam Prep, Agile, Leadership and more. He is located in the USA.

https://www.linkedin.com/in/phillip-george-a3424343/

Ada Avila has over 17 years of experience as a problem-solving oriented leader, and quickly connects and engages in process mapping and process improvement business strategies. She has worked in different business units gaining experience in Sales, Learning and

Development, Services, Project Management and People Leader. She is passionate about using her project management skills to train, mentor, and coach others.

https://www.linkedin.com/in/ada-indira-avila/ https://www.linkedin.com/in/nkshrivastava/ https://www.linkedin.com/in/victoriakumarpmp/ https://www.linkedin.com/in/phillip-george-a3424343/ https://www.linkedin.com/in/ada-indira-avila/

RESUMES

NARENDRA (NK) SHRIVASTAVA, PMP, RMP, ACP, CSP, SPC4

SENIOR PROJECT MANAGER / CONSULTANT / TRAINER / INSTRUCTOR

PROJECT MANAGEMENT • PROCESS IMPROVEMENT • AGILE •

STRATEGY / LEADERSHIP

Accomplished consultant with over 25 years of experience in the IT and other industries.

Experienced instructor/trainer, specializing in customized course design, development of training materials and delivering training. Designer of more than two dozen courses on project management and Agile, including PMI approved Project Management Professional (PMP)® and

Agile Certified Practitioner (PMI-ACP)®exam prep courses.

CERTIFICATIONS

• PMP/Project Management Professional – Awarded in July 1999, active through July

2018.

• PMI-RMP/Project Risk Management Professional – Awarded February 2011, active through February 2017.

• PMI-ACP/Agile Certified Practitioner – Awarded in July 2012, active through July

2018.

• CSM/Certified Scrum Master – Awarded in September 2014.

• CSP/ Certified Scrum Professional – Awarded in September 2016.

• SPC4/ Scaled Agile Framework (SAFe4.0) Program Consultant – Awarded in May

2016.

PROFESSIONAL EXPERIENCE

The following is a summary of professional experience from the last 10 years:

CEO/Agile Coach, RefineM, Nixa, MO, USA, Dec 2011 – Present

Project Management Consultant, Agile Coach and Instructor providing services in project management contracting/consulting, project recovery, project review/audit, process improvement, customer relationship management and training/mentoring/coaching.

• Ongoing Agile coaching engagement with IBM.

• Delivered several trainings and workshops on Project Management Certifications (such as

CAPM and PMP), Project Management and Agile topics.

• Contracted to work at ANPAC, a billion-dollar property & casualty insurance company in the Midwest, to implement project risk management and earned value management processes, design and implement management dashboards, process improvement strategies and mentoring/coaching project managers in their PMO (Project Management Office).

Vice President, FARRAGUT SYSTEMS (FORMERLY IIS, INC.), Durham, NC, USA, 2004 – Nov 2011

• As a senior executive, served on the management team to develop strategic plans for the company and lead several initiatives to deliver on strategy. Championed project management, business development, financial management, process improvement, quality assurance and client relations activities on behalf of this North Carolina-based software design and services company. Additionally, oversaw a team of 25 employees in delivery of IT projects and consultative services.

EDUCATION

• MBA Management, All India Management Association, New Delhi, 1990

• M.Tech., Computer Science, IETE, New Delhi, 1986

• B.S, M.S., and M. Phil, Physics, Institute of Advance Studies, Meerut University, India, VICTORIA S. KUMAR, PMP, PMI-ACP, DALSM, CDAI, CSM, CSPO, ICP-ACC, SA

SENIOR PROJECT MANAGER · TRAINER · INSTRUCTOR

PROJECT / PROGRAM / PORTFOLIO MANAGEMENT · LEADERSHIP ·

AGILE

• As a PMI Registered Education Provider for over 15 years, Ms. Kumar has delivered project management, leadership development and agile training seminars to the PMI project management community globally. She is an experienced transformational leader and senior PMO program manager.

• Ms. Kumar is also a Senior IT Project Manager with over 20 years of experience managing large-scale complex IT application development programs. She has managed IT, financial services, insurance, and government project.

• She has more than 10 years of experience at IBM and over 9 years of experience at the

North Carolina State Government (Office of the State Controller, Department of

Transportation and Department of Health and Human Services)

CERTIFICATIONS

• PMP/Project Management Professional – Awarded in April 2001. PMP #: 32484.

• PMI-ACP/Agile Certified Practitioner – Awarded in March 2018. PMI-ACP #:

2167349.

• DALSM / Disciplined Agile Lean Scrum Master – Awarded May 2020.

• CDAI /Certified Disciplined Agile Instructor – Awarded June 2020.

• ICP-ACC/ICAgile Certified Professional - Agile Coaching – Awarded in October 2015.

• CSM/Certified Scrum Master – Awarded in July 2015.

• CSPO/ Certified Scrum Product Owner – Awarded in July 2015.

• SA/ Scaled Agile Framework (SAFe4.0) Agilist – Awarded in May 2018.

KEY TRAINING TOPICS

The instructor has delivered training on these topics for more than 15 years and has been an instructor for PMI SeminarsWorld for over 10 years.

Certification Preparation Training

• PMPÒ Exam Prep

Project Management / PMO (Project Management Office)

• Project Management Fundamentals

• Delivering Successful Projects …Every Time

• Effective Requirements Management

• Successful Implementation of a PMO

• Take Your PMO to the Next Level

Agile/Scrum

• Agile Fundamentals

• Agile Project Management

• Agile Project Management (From Scrum to Scaled Agile)

Strategy and Leadership

• Leadership Skills for Project Managers

• Essential Leadership Skills for Project Managers

• Program and Project Managers as Creative and Innovative Leaders

PROFESSIONAL EXPERIENCE

Program Manager, NC Dept. of Health & Human Services, Raleigh, NC USA, Dec 2019 –

Present

• As Senior Program Manager (Consultant), managed a highly visible and complex (five-year, $3M+) IT project for the Division of Public Health with responsibility for the full project life cycle, including the project plan, scope, requirements, schedule, quality, procurement, issues and risks

Principal Technical Program Manager, Red Hat, Inc., Raleigh, NC USA, Sept. 2017 – Sept

• As part of the Red Hat IT Portfolio Management Team, led the design, development and implementation portfolio management processes for Red Hat Global IT. As part of this tstategic education/enablement program, delivered Agile Project Management and IT

Portfolio Management seminars to Red Hat project practitioners.

• Agile Project Manager for CA PPM (Clarity PPM) implementation that included integration with PM tools, (Smartsheet, Agile Central (Rally Software) and JIRA).

Senior Program Manager, AIG United Guaranty, Raleigh, NC, USA, April 2015 – January

• As EPMO Senior Program Manager, managed the EPMO Methods and Standards Group, responsible for development and implementation of project, program, portfolio management processes and methodologies

• Led PMO transformation into a strategic EPMO; developed EPMO project, program and portfolio management processes, methods and standards aligned with industry best practices

• Led the EPMO in Enterprise Agile transformation and development of Agile SDLC for

AIG United Guaranty

Sr. IT Project /Program Manager, NC State Government, Raleigh, NC USA July 2006 –

April 2015

• Office of the State Controller (OSC), May 2007 – June 2014

As Sr. IT Project and Program Manager, reported to the OSC CIO, developed OSC PMO, implemented project / portfolio management methodologies, governance standards, processes and metrics aligned with industry best practices and PMI standards for project/program/portfolio management.

• Department of Transportation (DOT), July 2006 – May 2007, January 2015 – April

As DOT Senior IT Project Manager (Consultant), managed IT / transportation projects with responsibility for the full project life cycle; developed/maintained the project plan, ensured project scope covered all project requirements, managed project schedule for timely project completion, managed project issues and risks, and implemented quality assurance processes to satisfy quality

PHILLIP GEORGE, PMP, CSM

PROJECT MANAGER

Phillip George is an experienced and certified project manager with over 9 years of experience leading IT, eCommerce, insurance, non-profit, transportation, and Agile projects.

• He has coordinated and led process mapping and process improvement projects to help companies and organizations realize efficiency gains.

• He is also skilled at developing Web and training content, assisting trainers, and coordinating training engagements nationally and internationally with class sizes of up to 50 people.

Project Management · Agile and SCRUM · Process Improvement · Project

Communications

Training Development and Support · Technical Communication

PROFESSIONAL EXPERIENCE

Project Manager, RefineM, September 2013 – present

Manage in-house and customer projects and help gather and refine requirements for IT and non-IT projects of various size and types. Support training development and presentation.

PROJECT EXPERIENCE

Contract Freighters, Inc. (CFI), May 2021-present

• Collaborating with software vendor to troubleshoot and resolve critical driver-facing issues on On-board Communication (OBCS) software to ensure ideal driver experience.

• Supporting business analysts in documenting requirements for future projects and for processes to ensure Sarbanes-Oxley (SOX) compliance.

• Led OBCS migration for a fleet of over 1,800 tractors from PeopleNet to Omnitracs relays in coordination with an installation vendor (Velociti) and Operations and Shop managers at multiple sites across the United States.

• Coordinated OBCS portion of a Merger and Acquisition project involving a fleet of over 700 trucks by working with vendors and Shop managers to acquire necessary hardware.

Howden Roots, December 2020-May 2021

• Led schedule management support for a manufacturing project, involving multiple vendors, with projected delivery in 2021 to an international client.

• Updated schedule, reported critical path, updated Earned Value, identified and assessed risks, and communicated daily and weekly with customer project manager and stakeholders.

Golden Gate Bridge, Highway and Transportation District, August 2018 – July 2020

• Managed an IT project for the customer involving two phases and multiple vendors to digitize paper records and build future digital business processes.

• Tracked project progress, schedule, and expenditures weekly and communicated to stakeholders monthly on project progress and strategy.

Classy Llama Studios LLC, May 2017 – November 2017

• Managed multiple eCommerce projects.

• Assessed Agile implementation on eCommerce projects and worked with PMO director and RefineM’s Enterprise Agile Coach to recommend improvements.

• Contributed to Agile strategy and implementation.

• Coordinated with dedicated Scrum team for four client projects.

Enactus United States - June 2015 – July 2017

• Managed a program involving over 40 projects from 5 different departments.

• Developed and transitioned project plans for over 40 projects including managing schedules, communication, risks, and stakeholders.

• Provided weekly reports and monthly reviews.

Adult and Teen Challenge USA - March 2015 - July 2015

• Managed a cybersecurity project for Adult and Teen Challenge USA to implement application and infrastructure security within a record timeframe of three months.

• Developed project plan, product backlog, communication plan, stakeholder management, and risk management for the project.

• Coordinated cybersecurity diagnosis and compliance efforts with multiple vendors.

American National Insurance - September 2013-December 2015

• Managed and provided oversight for software development and database conversion projects.

• Supported development of and transition to a new testing process.

RefineM Internal Projects – September 2013 – present

• Managed multiple IT in-house projects to develop applications, website, and subscription-based portals. Some key projects are listed below.

o RefineM Website with over 50 pages o PMP Exam Prep Simulator o Agility Assessment Tool o Self-paced Online Trainings

EDUCATION, CERTIFICATIONS, AFFILIATIONS

• M.S. Project Management, Missouri State University, 2013

• M.A. Writing, Missouri State University, 2010

• B.A. English, Missouri State University, 2007

• Project Management Professional, PMI, June 2022-present

• Certified Scrum Master, Scrum Alliance, April 2019-present

• Member of PMI Southwest Missouri chapter

• Member of Scrum Alliance

Training Experience

Below are RefineM’s key training engagements in the last 5 years.

US Air Force – Multiple Locations – July 2017-present https://www.airforcebes.af.mil/ -

Delivering Agile Fundamentals and PMP Exam Prep training sessions to Business Enterprise

Systems HIO groups at Maxwell Air Force Base - Gunter Annex in Montgomery, Alabama and

Wright-Patterson Air Force Base in Dayton, Ohio since July 2017.

Commonwealth of Massachusetts – Boston, MA and Over the Web – February 2017-present https://www.mass.gov/ - Delivering Certified Scrum Master (CSM) training sessions and Product

Owner training to Commonwealth of Massachusetts government agencies since 2017.

Massachusetts Trial Court – Boston, MA and Over the Web – April 2020-present https://www.mass.gov - Delivered Project Management Fundamentals to 20 attendees from

Massachusetts Trial Court virtually in April 2020 and PMP Exam Prep to 11 attendees virtually in

May 2020.

OTC Center for Workforce Development – Springfield, MO – January 2014-present https://workforce.otc.edu/ - Delivering project management and Agile training to various businesses in Springfield through OTC Center for Workforce Development.

Strik Baldinelli Moniz – London, Ontario, Canada and Over the Web – August-September 2019 https://www.sbmltd.ca/ - Delivering PMP Exam Prep on-site for 2 days with follow-ups virtually for 6 half-day sessions.

Bristol-Myers Squibb – Lawrence Township, NJ and over the Web – October 2016-present https://www.bms.com – Delivering Agile and Project Management Fundamentals training on-site and virtually over the Web since 2016.

Multi-Craft Contractors – Springdale, AR and Springfield, MO – April-October 2018 http://www.multi-craft.net - Delivering project management services including assessment, process development, project management training, and coaching of project team.

References

Name: Cherlyn Conner

Title: PhD, VP Professional Development for PMI Memphis Chapter.

Email: vp_profdev@pmimemphis.org https://www.airforcebes.af.mil/ https://www.airforcebes.af.mil/ https://www.airforcebes.af.mil/ https://www.mass.gov/ https://www.mass.gov/ https://www.mass.gov/ https://www.mass.gov/ https://www.mass.gov/ https://workforce.otc.edu/ https://workforce.otc.edu/ https://www.sbmltd.ca/ https://www.sbmltd.ca/ https://www.bms.com/ https://www.bms.com/ http://www.multi-craft.net/ http://www.multi-craft.net/ http://www.multi-craft.net/ http://www.multi-craft.net/ http://www.multi-craft.net/ http://www.multi-craft.net/ mailto:vp_profdev@pmimemphis.org

Phone: (901) 652-2472

We delivered 2 PMP exam prep classes for PMI Memphis chapter in 2021. Every student who attended our class and appeared for the test, passed it in first attempt. See the testimonials from Janice and David in Appendix – C who participated in our classes.

The chapter board members are so pleased that they signed contract with us to deliver 4

PMP classes in 2022, one in each quarter. In addition, they also signed agreements to deliver 2 PMI-ACP and 2 DASM classes in 2022.

Name: Paul Marcink, Title: Director - Installation Services at Central States Industrial

Email: paulm@csidesigns.com

Phone: (417) 831-1411 ext. 1126

We delivered multiple PMP exam prep classes for project managers at CSI from 2013-

2017. Every class was highly successful as every student who attended our class and took the exam passed the exam in the first attempt. See the testimonial from Paul and

Terry Parker (who used to work at CSI) in Appendix – C.

Name: Sherry Coker

Designation: Executive Director, Center for Workforce Development, Ozarks

Technical Community College (OTC).

Email: CokerS@otc.edu

Phone: (417) 447-8884

We have been partnering with Center for Workforce Development, OTC since 2013 to delivering project management trainings to its customers in and around Springfield MO.

We delivered multiple trainings including PM Fundamentals, PMP exam prep and MS

Project classes in partnership with Center for Workforce Development OTC since then.

Training Testimonials mailto:paulm@csidesigns.com mailto:CokerS@otc.edu

“RefineM led Multi-Craft Contractors through a project management implementation process including methodical evaluation of our initial capabilities, an expertly ran leadership kaizen, and tailored project management instruction. RefineM’s breadth and depth of project management and leadership knowledge allowed them to quickly focus on our diverse group of specialties, and connect professionally with our employees. Their professional intervention dramatically changed our project management processes.

—Anthony Willis, Coordinator of Recruiting, Retention, and Employee Development, Multi-Craft Contractors (https://www.multi-craft.net/)

“Project management can be a challenging concept for many business professionals to grab hold of, but NK has proven to be able to break down that concept into manageable learning concepts for the students he teaches. NK is not only a knowledgeable instructor, but he also backs up that knowledge with real-world experience. We hire NK to go into specific companies to teach customized project management training courses for employees; therefore, it's important for us to be able to prove the value of this training to those companies. NK keeps meticulous spreadsheets on student progress and is able to relate that progress to corporate training ROI. He's usually asked back a second and third time as the employees see the value of what they are learning and desire more advanced training. We are fortunate to have him work for us and consider it an honor to recommend him.”

Sherry Coker, Director, OTC Center for Workforce Development file:///E:/TEMPLATES%20FOR%20REFINEM%20PROPOSALS/Nk%20Edits%20April%2015_2019%20Templates/Multi-Craft%20Contractors https://www.multi-craft.net/

“If you don’t have quality program/project management to get ahead of the power curve, you spend all your time putting out fires and reinventing the wheel. Adding project management capacity internally was prohibitively expensive, so I decided to bring in a third-party provider. RefineM demonstrated they had subject matter expertise in project management. They are experts at what they do.”

–Alex Perwich, President, Enactus United States

“Our company has utilized NK’s PMP exam prep course, which I personally attended. He has extensive experience managing projects, and his experience shows during the training. NK does a great job relating the science of project management to real world project management scenarios. This correlation helps strengthen the learning process for those attending the course.

I would highly recommend NK for anyone searching for a qualified and experienced project management trainer.”

–Paul Marcink, Manager of Project Management, CSI Designs

Learn what more customers have to say about us at https://refinem.com/about-us/testimonials/.

https://refinem.com/about-us/testimonials/