Services

I have spent 20 years and counting helping organizations clarify, prioritize, and reach their big goals in an environment with better communication, shorter meetings, and more empowered teams.

Most of my engagements end up including a combination of the services listed here, but it all depends on your needs. Get in touch to schedule a brief chat about what might serve you best.

-Kat

Select Credentials & Training

  • Certified Scrum Product Owner, Scrum Alliance, 2015-present

  • HIPAA Security and Privacy, TruAdvantage, 2022-2025

  • Cybersecurity, TruAdvantage, 2022-2025

  • Effective Bystander Intervention, Asian Americans Advancing Justice Southern California, 2022-2023

  • Health Literacy and Community Outreach, Institute for Public Health Innovation, 2021

  • Management: Setting Your Team Up for Success, Ramona Strategies, 2019, 2020, 2021

  • Trauma-Informed Care, Downtown Women’s Center (Los Angeles), 2019

  • Service Blueprinting, PMA.LA, 2018

  • Cybersecurity Awareness, University of California Los Angeles, 2017

  • Responsible Conduct of Research + Human Subjects Research, CITI Program, 2016

  • Locating Funding Sources, Center for Nonprofit Management, 2015

  • Board Member Training & Matching, Arts & Business Council, 2014

  • Kanban & Risk Management, David J. Anderson & Associates, 2013

  • Administration Essentials for Advanced System Administrators, Salesforce.com, 2012

  • Agile Project Management, HUGE I/O, 2012

  • Human Resources Administration, Midsouth Consulting, 2008

Examples of Past Projects

  • Agile implementation (Scrum / Kanban / Scrumban) for specific departments or entire organizations

  • Implementation of project management software (e.g., Asana, Jira, Trello) or other software system (e.g., CRM, HRIS, financial ERP)

  • Creation of Program Management Office and/or cultural transformation around project management and accountability

  • Facilitation of custom-designed planning sessions with executive teams and/or specific departments (e.g., Design Sprints, quarterly/annual priority planning, OKRs)

  • Hiring and onboarding program re-design

  • Design and implementation of a KPI dashboard or other metric-driven transparency tool

  • Training and implementation re: risk management methodology

  • Training and implementation re: decision-making and/or project role methodology (e.g., RAPID, RACI/RASCI, MOCHA)

  • Re-design of hiring, onboarding, and/or performance management systems

  • Planning and facilitation of key staff transition (to new role, to parental leave, to retirement, etc.)

  • Evaluation and rehaul of critical business processes, such as: go/no-go, project planning, project close-out, new team formation, etc.

  • Assessment, redesign, and training on organizational meeting culture to increase clarity, alignment, and efficiency