| Major Responsibilities
Senior management support
- (while Strategic Planning Branch) - coordinated strategic planning process for Tax Revenue Program
including the establishment of priorities in accordance with the Tax Revenue Model (a model of the
functioning of the tax revenue system)
- participated as the main financial advisor to Tax Revenue Program senior management (ADM, Executive Directors and Directors). Provided secretariat for senior management meetings, recorded, distributed
and maintained minutes and decisions. Ensured follow-up to decisions.
- participated as financial advisor to ADM of Tax Revenue Program in one-on-one sessions with branch Directors on their submission rankings (note: their prioritization of budget submissions was an explicit and important element in the ADM's review of their performance)
Financial management - responsible for annual budget process for Tax Revenue Program of ministry with over $500 million in annual appropriations
- conducted annual budget exercise using Zero Base Budgeting
- monitored Program spending against budget plan
and produced monthly variance reports for senior management - supervised compilation of MBR data
Information systems maintenance - responsible for maintaining service contract with time-sharing provider (approximately $200,000 per year) ensure integrity of databases coordinated training in decentralized computer access to over ten branches in Tax Revenue Program
Supervision - of five staff in Unit
Major Accomplishments
- managed three Zero base budgeting exercises for allocations over $500 million, producing over 500
pages of budget material and ranking over 200 separate submissions
- provided financial assistance to senior management on a timely basis; received commendation of ADM, Tax Revenue Program
- revised Tax Model as a basis of budget planning by tax activity
- developed decentralized computer system throughout Tax Revenue Program branches which permitted
direct input of budget submissions and the direct reporting of variance reports thereby reducing
duplication in effort and resulting in standardized data and reporting formats
|
| | Senior Communications Officer
| Communications Division,
Ministry of Transportation & Communications,
1201 Wilson Avenue,
Downsview
| | Position Classification: Engineer 4 (Atypical) |
From: Aug. 1974 |
To: May, 1979
| | Major Responsibilities
Strategic Planning
- participated in a strategic planning process for the Division including the assignment of strategic goals,
SWOT analysis, environmental scan and scenario analysis
Policy Analyst - develop and defend communications policies
- undertake complex research studies
- coordinate public opinion survey usage from Gallup Institute and developed reports on polls
- develop issue and briefing notes and write initial drafts of minister & deputy minister speeches
- acted as advisor to Minister & Deputy Minister on cable TV and broadcasting issues
Intergovernmental negotiations - develop positions and participate in federal-provincial and inter-provincial negotiations for jurisdiction over communications areas
Secure and enhance research capabilities
- oversaw development of information system for use in policy research and development
Major Accomplishments
Policy analysis
- developed information base of minister's speeches which greatly increased the Division's ability to
prepare new material quickly with high degree of conformance with previous statements
- completed major research study of level of television and broadcast service in Ontario which involved innovative linking of broadcast reception contours and Cable TV franchise boundaries to census data
- coordinated ministerial briefing material for series of Cabinet meetings though Ontario, attended
minister's briefings and meetings
- proposed and coordinated use of Gallup Poll Ontario Omnibus Service for over three years and six
surveys to assess public opinion on communications issues - analyzed and presented results to senior management and minister
Intergovernmental negotiations
- analyses position of federal government and other provinces as major input to Ontario's position and
tactics in negotiating jurisdiction of communications' areas
- developed major position paper - "Intergovernmental Mechanisms in the Field of Communications" outlining options for permanent Federal-Provincial consultation forum
Secure Information to enhance research capabilities
- concept originator and project leader in development of OCIS (Ontario Communications Information
System) at cost of over $750,000.
- secured membership in AC Nielson and Bureau of Broadcast Measurement (BBM) for Division which
permitted improved evaluation of viewing and listening habits of provincial residents and provided important network for dialogue with industry leaders
- negotiated with Federal Department of Communications to receive annual financial statements of all
broadcast and cable tv operations in Ontario which provided the Communications Division with information to undertake complex data modelling of communications industry in Ontario
- negotiated with Statistics Canada for Ontario census data by enumeration area which permitted identification of unserved areas in the Province as a major input to Ontario policy on service levels
- recorded all decisions of the Canadian Radio-Television and Telecommunications Commission in central database thereby facilitating decision retrieval and vastly increasing the Province's ability for timely and accurate representation at commission hearings
| |
| | Education & Training
| PhD (incomplete), York University MA, University of Windsor BA, McMaster University
| |
Formal Education
- BA in Political Science from McMaster University
- MA in Political Science from Windsor University with major in Quantitative Techniques
- Teaching Assistant in Statistics and Research Design
- completed course work towards PhD in Political Science from York University with major in Empirical Research and Methodology
- Teaching Assistant in Canadian Foreign Policy and Defence
Other Courses
ITIL Best Practices
- Essentials Certificate - February, 2001
- Service Level Practitioners Certificate - May 11, 2001
- Master's Certificate in IT Service Management - March 8, 2002
Master's Certificate in Project Management
- Project Leadership Management and Communications February 21 - 25, 2000
- Managing Projects in Organizations January 17 - 21, 2000
- Cost Scheduling and Control March 6 - 11, 2000
- Risk Management February 7- 11, 2000
- Contracting For Project Managers May 29, June 2, 2000
- Quality for Project Managers April April 16 - 19, 2000
- Project Management Applications April April 10 - 14, 2000
IT Governance
- Enterprise Information Architecture (April 1999)
- TCO Manager (3 days - Feb 1999)
- Cognos Impromptu - (3 days, Nov, 1998)
- Microsoft Solutions Framework - (3 days - April, 1999)
- Hewlett Packard - Incident & Problem Management (3 days, May, 1999)
- Hewlett Packard - Configuration & Change Management (3 days, June 1999)
- Reengineering (2 days, April 1998)
- Business Process Re-engineering - Learning Tree (4 days, Sept. 1995)
- Client-Server Computing - Learning Tree (4 days, June 1995)
- Restructuring Government (Capelle, 1994)
|
Service Management
- Obtaining Customer Feedback (2 days, Feb. 1998)
- Service Management (2 days, Oct. 1996)
- Outsourcing (2 days, Oct. 1995)
- Applied Benchmarking
- IT Benchmarking (measuring IT performance - Oct 95)
Technologies
- Client-Server Computing - Learning Tree (4 days, June 1995)
- Introduction to Data Communications and Networks - Learning Tree (4 days, August 1995)
- Data Warehousing (5 days - course & seminars - Sept. 1995)
- Comparative Data Base Systems (5 days George Washington University, 1976)
Management
- Managing Diversity
- Human Rights Code & Its Implications
- Program Evaluation
- Decision Analysis
- Thinking On Your Feet (McLuhan and Associates)
- Strategic Management
- Facilitation Skills (2 days, Nov 95), refreshed (2 days, June 1999)
- Negotiations Skills (2 days, Mar 96)
|
Other Relevant Experience
- represented Ontario Heritage Foundation on Government Financial Officers Council for three years
Readings
IT Service Management
- Bays, Michael E. Software Release Methodology, Prentice-Hall, 1999, ISBN 0-13-636564-7
- Behr, Gene Kim, George Stafford The Visible OPS Handbook: Starting ITIL in 4 Practical Steps, Information Technology Process Institute, 2004, ISBN 0-9755686-0-4
- Czegel, Barbara Running and Effective Help Desk, John Wiley & Sons, 1998, ISBN 0-471-24816-9
- EQE International Inc, Root Cause Analysis Handbook - A Guide to Effective Incident Investigation, Government institutes, 1999, ISBN 0-86587-658-4
- Help Desk Institute - Implementing Service and Support Management Processes: A Practical Guide, Van Haren Publishing, 2005, ISBN: 90-77212-43-4
- Jonassen Hass, Anne Mette Configuration Management Principles and Practices, The Agile Software Development Series, 2003, ISBN 0-321-11766-2
- Lee, John J. and Ron Ben-Natan, Integrating Service Level Agreements, Wiley Publishing Ince, 2002, ISBN 0-471-21012-9
- Lewis, Lundy Service Level Management for Enterprise Networks, Artech House 1999, ISBN 1-58053-016-8
- Lyke, Howie L. with Debra Cottone, IT Automation - The Quest for Lights Out, Enterprise Computing Institute, Solutions for IT Professionals, Prentice-Hall, 2000, ISBN 0-13-019195-7
- Lutchen, Mark D, managing IT as a business, John Wiley & Sons, 2004, ISBN 0-471-47104-6
- Marcus,Evan and Hal Stern, Blueprints for High Availability, Wiley Publishing Inc, 2003, ISBN 0-471-43206-9
- Piedad, Floyd and Machael Hawkins, High Availability, Design Techniques and Processes, Enterprise Computing Institute, Solutions for IT Professionals, Prentice-Hall, 2001, ISBN 0-13-096288-0
- Schiesser, Rich IT Systems Management, Enterprise Computing Institute, Solutions for IT Professionals, Prentice-Hall, 2002, ISBN 0-13-087678-X
- Shay, Reid Impacting Business - A Simple Model of IT Management, managebright, 2003, ISBN 0-9729831-6-3
- Smith, Cooper Technology Strategies, Enterprise Computing Institute, Solutions for IT Professionals, Prentice-Hall, 2001, ISBN 0-13-027957-9
- Sturm, Morris, Jander, Foundations of Service Level Management, SAMS, 2000, ISBN 0672317435
- Tardugno, DiPasquale, Matthews, IT Services, Costs, Metrics, Benchmarking & Marketing, Enterprise Computing Institute, Solutions for IT Professionals, Prentice-Hall, 2000, ISBN 0-13-013786-3
- Walker, Gary IT Problem Management, Enterprise Computing Institute, Solutions for IT Professionals, Prentice-Hall, 2001, ISBN 0-13-030770-X
- Weill, Peter & Jeanne W Ross, IT Governance, Harvard Business School Press, 2004, ISBN 1-591139-253-5
- Young, Ralph R. Effective Requirements Practices, Addison-Wesley, 2001, ISBN 0-20170912-0
- Yu-Lee, Reginald Tomas Essentials of Capacity Management, John Wiley and Sons, 2002, ISBN 0-471-20746-2
Service Management Theoretical
- Cianfrani, Tsiakals & West, ISO 9001:2000 Explained, 2nd edition, ASQ, 2001, ISBN 0-87389-508-8
- Crawford, J Kent, Project Management Maturity Model, Marcel Dekker/Center for Business Practices, 2002, ISBN 0-8247-0754-0
- Chrisis, Konrad, Shrum, CMMI, Guidelines for Process Improvement, SEI Series in Software Engineering, Addision-Wesley, 2003, ISBN: 0-321-15496-7
- Curtis, Hefley, Miller, People Capability Maturity Model, Carnegie-Melon, 2001, ISBN 0-8247-0754-0
- IT Governance Institute, COBIT Management Guidelines, IT Governance Institute
|
Business Processing - Reengineering
- Chrissis, Konrad, Shrum, CMMI, Guidelines for Process Integration and Product Improvement, Carnegie-Melon Software Engineering Institute, Addison-Wesley, 2002, ISBN 0-321-15496-7
- Howard Smith and Peter Fingar, Business process management - the Third Wave, Meghan-Kiffer Press, 2003, ISBN 0-020652-33-9
- Davenport & Prusak, Working Knowledge
- Osborne & Gaebler, Reinventing Government
- Hammer & Champy, Reengineering the Corporation
- Champy, Reengineering Management
- Carr, Johanson, B est Practices in Reengineering
- Currid & Co., Computing Strategies for Reengineering Your Organization
Technology Directions
- Bechtell, Untangling Organizational Gridlock
- Boar, The Art of Strategic Planning for Information Technology
- Davenport, Process Innovation
- Dewire, Client Server Computing
- Fried, Managing Information Technology in Turbulent Times
- Lutchen, Managing IT as a Business
- Keyes, technology TRENDLINES
- Koelsch, Infomedia Revolution
- Marshall, Transforming the Way we Work
- Morton, The Corporation of the 1990's
- Osborne ed., LAN Times - A Guide to Interoperability
- Pinchot, The End of Bureaucracy and the Rise of the intelligent Organization
- Spurr, Software Assistance for BPR
- Tapscott, Blueprint for the Digital Economy
- Tapscott & Caston, Paradigm Shift - The New Promise of Information Technology
- Tapscott, Digital Economy
|
Specialized Skills and Characteristics
- am adept in the application of technology to meet business needs,
- can dismantle and assemble personal computers and am familiar with specifications - have supported and diagnosed personal computers for over ten years
- am familiar with a wide variety of Windows-based software
- am highly proficient in presentation software including multimedia offerings such as video capture, sound
editing and animation
- am trained in methodology, am personally detached and objective in most things I approach and am
committed to value-for-money analysis
| |