Essential Business Elements

Progressive Concepts For A Better World of Business

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Management Consulting Projects


    Montana State Board of Personnel Appeals - Dept of Labor - Hearing Examiner (Administrative Law Judge) - conducted formal administrative hearings; reviewed records, ruled on motions, wrote findings of fact, conclusions of law & recommended orders - on classification appeals, unfair labor charges & C.E.T.A. grievances
    City of Great Falls/City of Billings, Montana - through IPA grant sponsored by the Montana League of Cities - wrote personnel policy manuals.
    Kalispell School District #5, Kalispell, MT - conducted job audits, job analyses and prepared a report regarding clerical/administrative positions
    County of Missoula, MT - conducted a wage/salary survey on the county supervisory/management positions
    ASPA (American Society for Personnel Administration) Sleeping Giant Chapter, Helena, MT - developed and conducted a two day workshop on Grievance and Discipline Handling
    Montana Dept. Of Fish, Wildlife and Parks - wrote a personnel policies manual.
    Montana PhysicianÂ’s Service (MPS - Blue Shield) - developed and conducted a two day Grievance and Discipline Handling workshop for supervisors
    Montana Legislative Council - wrote a personnel policies manual, with statute interface
    Capital Answering Service - Helena, MT - developed and wrote a complete personnel and operating policies/procedures manual.
    Region XVI - ASPA - Regional Conference on Productivity, Helena, MT - developed initial concept, hired speakers, planned sessions, provided overall conference guidelines for support committee
    Morrison-Maierle Engineering - Helena, MT - Conducted a one day Performance Problem Analysis workshop
    Montana School Boards Association - training team member for two day Collective Bargaining seminar - intensive workshop setting
    Harlem School District - Harlem, MT - developed a recruitment/selection system during a teachers' strike, working closely with the school officials
    Montana Council on Alcoholism - Impact Project Director - a specialized employee assistance pilot program - developed and introduced program to state agencies.
    Great Falls School District #1 - Great Falls, MT - developed a complete classification system- designed position information questionnaire form, conducted job audits, constructed factor weighting system, assigned positions in grid,  trained school officials to use of system
    Eastern Montana College - Billings, MT - Two day workshop Assertiveness in Communications


    Management Recruiters, International - Helena, MT: Within 60 days, developed a full nationwide division in oil and gas at the excutive level with two VP placements in Land/Finance
    Confidential Search, International - Chandler, AZ:  Within 60 days, developed a full stock market division - focusing on NY and Chicago exchange centers, with analysts, traders and sales top level orders and candidates

MANAGEMENT/OPERATIONS SYSTEMS (dba 21st Century Communications Systems)  

    Marshall Construction - Helena, MT - wrote a complete personnel  and operational policy manual
    Marina Financial - Marina Del Rey, CA - developed a comprehensive portfolio of loan programs, lender liaison and internal publishing, commercial real estate financing accounts, resulting in the brokerage's elevated status to class one.
    Secured Bankers Mortgage - Set up a Mortgage Dept, Developed new business, improved marketing procedures.
    Helena VIP, International - Developed public relations, staff performance standards, set up telemarketing department, initiated computerized client management system; resolved quasi-legal issues.
    New Concepts Singles Club & Magazine - Performed event planning, technical editing, writing, public relations services.
    Cruzin’ Slotcar Raceway - Chandler, AZ - wrote a personnel and operational policy/procedure manual, developed investor package, filled in as manager during owner's absence.

Other & Project Details

    Broadway Estate Sales - Developed a complete operations and marketing system
    Confidential Search, Int’l - Established a Securities Executive Search Division from nothing
    Mountain Sky Publishing - Managed 5 individual geographical locations - interfaced with local Chamber of Commerce, developed new partnerships
    Atma Chanti Publications - Developed new customers and distributor
    Dragonfly Productions - Developed and implemented regional sales/marketing plan for whole life expo.
    Fine Lines - Marketing Firm – Designed a client development system with proposal interface process
    Meadowsweet Herbs - Marketing strategies,  scripting, procedures and owner sales coaching for establishing herb product wholesale division
    Traditions Collectibles - Marketing procedures, scripting and management coaching for new engraving division
    Northwest Media – (multimedia kiosk advertising) Developed new locations, new customers and investor relations for regional expansion
    The Clarke Group - Project Management for Eastern Washington area - Liason with Chamber of Commerce, developed new locations, public relations, new customers


·     ADMINISTRATIVE OFFICER III - Employee Relations - responsibilities included Supervisor, Policy Section - directed the drafting through final publishing and  interpretation of statewide (state, city, county agencies, school districts) personnel policies and procedures (ARM - State of Montana Administrative Code); supervised a technical writer and administrative assistant; reviewed applicable labor/personnel statues, recommended and drafted necessary revisions; interpreted statutes where no policy was yet in effect, conducted public hearings on contested rules (code).  Chair, Personnel Network - provided leadership to committee of state agency management representatives, conducted regular network meetings, interpreted statutes pending official code publishing; incorporated widely diverse agency management requirements for development of consistent statewide policy system.  Chair, Performance Appraisal Advisory Committee - leadership of sub-committee, liaison with U.S. Civil Service IPP Office in Denver; steered the membership toward completion of complex project of statewide performance appraisal system - within limited time frame; assisted with design of training process for implementation.  Trainer & Instructor - member of the Training Bureau staff as needed; designed and presented training to supervisors, managers and employees on grievances, policy interpretation, performance problem analysis and interpersonal communications.  Coordinator, Personnel Employee Records System Project - coordinated elements within an electronic employee record system for compatibility with Employee Relations policies, EEO/AA, leave records

·     SUPERVISOR, APPEALS SECTION - Classification Bureau - supervised job analyst during the formal classification appeals process – involving job audits, approval of changes, testifying at formal hearings, liaison with union representatives and Board of Personnel Appeals; recommended and wrote policies and procedures for appeals processing; expert witness on special appeals, trainer for employees and management to use the classification system and appeals process.

·     JOB ANALYST III - Classification Bureau - coordinated and supervised appeals function; assigned and reviewed classification analyses of Analysts I and II, trained new analysts, Acting Bureau Chief; member Division Management Staff, interviewed, wrote job descriptions, screened applicants for Classification Bureau vacancies, agency liaison, approved position and class request changes, assisted agencies with staffing pattern and work flow distribution problems, wrote class specifications

·     JOB ANALYST I & II - Classification Bureau - processed agency requests for classification changes, investigated and wrote recommendations for classification appeals, wrote class specifications; expert witness

·     INTERVIEWER III - Recruitment Bureau - interviewed applicants, rated training and experience, classified applicants, made referrals to assigned agencies, advertised all state positions, wrote most applicant related correspondence, visited agencies to verify working conditions, spoke to college classes on state employment opportunities.