Shefali Mody is a dynamic, resourceful and high energy change management and organization development professional with ...
SHEFALI MODY Mobile (714) 686-1786 E-Mail:
[email protected]
Change Management & Organization Development Professional I am a dynamic, resourceful and high energy change management and organization development professional with 15 years’ experience working with the C-suite and leaders at all organizational levels. I have broad experience working on change initiatives and organization development strategies, talent management, leadership development, strategy implementation, organization design, and culture transformation for organizations with 500-4,000 employees for national and global organizations. I have a proven track record of pragmatic strategies that deliver results. I’m a natural leader of 20-75 member high-performing teams. I have strong business acumen. I can articulate complex business information into simple, cogent and visually striking messages that are informative and impactful.
Key Competencies Change Management • Leadership Development • Talent Management • Learning and Development • Curriculum Design and Delivery • Organization Development • Culture Alignment • Project Management • Performance Management • Large Scale Change • Executive Teambuilding and Coaching • Alignment of Strategy, Structure & Culture • Strategy Implementation • Organization Design • M&A Transaction Services• Workforce Transition• Culture Assessment• Organizational Future State Strategy• Large Scale Program Design • Organizational Performance Metrics • Capability Analysis • Stakeholder Analysis • Cultural Dimensions• DILO Analysis • “Should Cost” Analysis • Process Mapping • Enterprise Cost Management • Focus Groups • Financial Modeling •Big Data Governance
Education & Training Masters of Science in Organizational Development, Pepperdine University, Malibu Ca 2014 Leadership: CoChair of Biannual Alumni Conference (raised $65K in conference revenue). Bachelors of Science in Land Economics, University of Technology, Sydney, Australia 1995
Professional Experience MainePointe Consulting Senior Leadership & Organizational Improvement Consultant 06/15 -Present Leadership & Organizational Improvement Lead on a large scale Procurement Process Change Management engagement impacting over 400 employees across 2 distribution plants for a food distribution market leader supply chain catering to 100% of all K-12 school systems in Southern California.
Creating and managing relationships with top leadership over all client sites and guiding them through the steps required to get their people ready, willing and able to deliver the business results as outlined in the engagement brief. o Change Management projects include – change strategy execution, stakeholder analysis and procurement process mapping, job task analysis through DILO (Day In Life Of), workforce transition processes, HiPO identification through staff interviews, role optimization, training needs assessment, training plan and deployment, and communications strategy for new restructure of procurement and CSR team. o Organizational Strategies – Drive development of new or changed organizational structures to enable future-state strategy; collaborate with senior executives to design combined or separated operating model and organization, and facilitate workforce transition processes in order to improve operations and performance and optimize roles and responsibilities in combines or separated organization. 1
SHEFALI MODY Mobile (714) 686-1786 E-Mail:
[email protected]
Independent Contractor Senior Managing Consultant
03/14-05/15
Led design, implementation and deployment of large scale organizational culture change initiatives. Led training and development of leadership teams to understand the what, how and why of culture and learn how to lead, influence and manage culture. Managed client service delivery teams up to 10 players on large change interventions for national and global companies with employee base range of 200-1,000. Acted as Managing Principal on core client accounts with responsibility for design and development of change management approaches, alignment of strategies, structures and cultures, executive coaching, strategy implementation, leadership development, and systems change to drive business results. Industry client base includes: Insurance (Northwesten Mutual), High Tech Software Development (Brainvista & Hurix Systems), Hospitality (Park Hotel Group - India), Healthcare (Davita), Real Estate &Mortgage (Christies International), Higher Education (10 Campus UC System).
Change Management – Managed corporate office move for 350 employees. Performed Human Capital due diligence identifying and qualifying organizational restructure risks and opportunities. Managed team of 15 to design new office space plan and implement change management strategy to move organizational culture from hierarchical to matrix culture based on cultural dimension assessment. Developed integration and divestiture plan creating an end to end vision to maximize value realization opportunities.
System Design & Implementation – Team lead for design and development of custom CRM system that tracked consumer behavior so that lead conversion was optimized from 4% to 9%. Created optimal CSR job description and conceived training workshops with training collateral to ensure CRM implementation success. Developed funnel metrics to create real-time dashboard for customer service reps, optimizing man-hour toward tasks that delivered results.
Leadership Advisory Services – Driver of leadership alignment to support future-state strategy, including transformative leadership coaching, board effectiveness, capability analysis and executive development for brand merger between Christies International and 27 Independent brokerages across the USA.
Organizational Design – Led 5 person team to implement organizational restructure decreasing departmental silos in fast paced rapidly growing software development companies (employee base 500-800).
Enterprise Cost Management (ECM) & Restructuring – Resolved redundancies caused by M&A’s for global hospitality chain, while maintaining matrixed org structure with clear reporting lines through from shared services to business units. Delivered and implemented change management project for workforce transition of 300 employees of IT Department due to work being outsourced to India.
First Team Family of Companies Director of Operations Support (OD Focus) & Strategic Research
07/11 – 02/14
For largest U.S. independent real estate brokerage with 4,000 employees, leading high-impact organizational change projects. Promoted 2 times in 6 years to executive operations integrator role that managed cross functional projects focusing on organizational effectiveness, employee engagement & retention, culture curating and performance management.
Cultural Alignment – Calculated and mapped current organizational culture state against the desired state using the OCAI instrument. Developed a strategic plan to manage the cultural shift and realign 2
SHEFALI MODY Mobile (714) 686-1786 E-Mail:
[email protected]
corporate culture in pursuit of long-term goals. This two year consulting engagement resulted in 5 additional change management assignments for consulting revenue value of $375,000. Managed cultural shift with actionable steps that aligned 12 departments, 40 branch offices, 5 shared services and 3 affiliates toward a corporate-wide strategic 5 year plan. o
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Performance Management – Created a culture of recognition and transparency by managing 2year effort to align strategy across 12 departments by coaching senior leaders to develop performance metrics based on SMART goals aligned with 5 year revenue goals and ensured that shared service unit goals matched business unit goal, so that overarching client 5 year goals were matrixed and aligned across all divisions. Determined company market positioning, competitor analysis, financial modeling, and developed leadership development & employee engagement programs such that 75% of all SMART metrics were increased by 15% resulting in increased revenue of $45million companywide. Employee Engagement – Lead the design and implementation of social collaboration platform engaging 3,000 +employees, 4 external vendors and 3 corporate affiliates. Led stakeholder meetings in collaboration with IT team to design process flow for custom platform resulting in wireframe of a custom searchable skills inventory database with internal “project-posting” site that maximized 60+ unused man-hours reallocating them to 4 new projects a month. This project exemplified the creation of a matrix collaborative culture resulting in higher corporate retention rate of high turnover employees.
Leadership Development– Increased retention rate of high turnover positions such as office manager from 6% to 25% by conducting an organizational leadership dimension analysis to determine skills gap for 9 key leadership positions. Authored and implemented rotating 6-week leadership development program with a 98% positive post session review, which is now generating revenue of $78,500 per annum as a First Team private label workshop available to HiPo employees of complementary businesses outside of client system.
Manager of Estates Division, Recruiting Operations (promoted above)
01/08 – 07/11
Led 6 person change management team for Data Governance project including developing business case for change, stakeholder management, reorganization of internal data warehouse, monitoring project progress, maintaining schedules and producing biweekly status reports. This change management project reevaluated companywide reporting processes reallocating 2,160 man-hours or savings of $960K per year.
Berkshire Hathaway Learning & Development Leader 01/02 – 01/08 Lead talent development programs for Southern California region across 90 branch offices and 8,000 employees with team of 5 direct reports. Developed leadership, learning and OD strategy aligned with business strategy. Lead oversight for employee engagement and climate surveys. Partnered with HRBPs on design and implementation of learning and development curriculum. Managed vendors, facilitators and design of Open Enrollment Curriculum.
Leadership Development and Executive Coaching at C-Suite o
Managed, designed, planned and facilitated two day leadership, teambuilding and culture change learning and development programs for top 150 employees to create vehicle to ignite and help create sustainable process for organizational changes.
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Partnered with Senior HR leaders on the design and administration of 360 feedback process including subsequent coaching for senior level executives. It is notable that the process was designed to reflect the organization values.
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Conducted needs assessment with business leaders regarding gaps in curriculum for development of high potential individual contributors for first time manager roles. 3
SHEFALI MODY Mobile (714) 686-1786 E-Mail:
[email protected]
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Conducted leadership assessments for Business Unit Presidents and coached on individual development plans over a three month period.
Leadership Development of Branch Management Team and Online L&D Content o Created 28 workshops and 160+ hours of Massively Open Online Course content targeted to needs of employees based on annual survey and quarterly focus groups o
Designed and delivered 2-hour weekly training for 6 years for 90 branch offices over multiple delivery systems dependent on target demographic based on analysis of training needs and performance gaps in leadership skills, sales skills, profit creation, customer service, negotiation and conflict resolution.
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Increased employee engagement by 24% within 2 years by increasing employee opportunity for self-directed dynamic learning through implementation of a learning management system, invested $50k in management development programs, resulting in a culture of recognition, and transparency.
Hanleywood Market Intelligence Senior Consultant 12/97 – 12/00 External consultant for national boutique consulting company targeting home builders, universities, mining industry and financial institutions. Specifically responsible for financial feasibility modeling, market segmentation and consumer research through focus groups.
Financial Cost Modeling - Worked as a part of an integrated cost estimating team to include direct interface with senior leadership using “Should Cost” models that validated cost of raw materials to derive total new product cost with the intention to represent savings attainable by client through better negotiations, supplier credits, and shorter supply chains by o
Building and validating accurate and complete cost automated models (using macros and advanced pivot table analysis) and “clean reports” exacted from client Data Warehouse.
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Assisting in the development management level briefings and present briefings when necessary
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Demonstrating problem solving skills that exhibited a broad understanding of portfolio management and cost estimating principles.
SallieMae Analyst Consultant 03/94 – 10/97 Led market research team for internal consulting business unit that serves over 2,500 universities and colleges throughout USA. Specifically responsible for analytics for strategic decision making which included: o Competitor Market Analysis for strategic positioning, o
Informational interviews of key stakeholders including C-Suite and top tier management,
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Survey construction through group card sort of organizational cultural dimensions to filter down Top 10 cultural dimensions that client deems urgent and needing more improvement.
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Survey analysis and charting of organizational culture dimensions into present and future state radar diagrams, making evident the gap between cultural dimensions that need alignment.
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Responsible for timely, accurate and visually pleasing presentation collateral for client briefs.
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