KAREN P. WERLE LEE2209 Moss Pointe Lane, Raleigh, NC 27606 919-673-8730 kpwlee@gmail.com

QUALIFICATIONS SUMMARYInternationally experienced Training & Development Specialist with 20+ years’ experience of providing creative and innovative performance outcomes. Award winning, trusted, training professional with extensive multi-modality experience and expertise in training (systems, projects, professional development, soft skills, role progression), leadership and management development, course development and delivery, LMS support, project management, change management, performance coaching, staff development, and curriculum development.

Recognized as an objective analyst of today’s practices who can make meaningful changes serving future business outcomes. Creative and dynamic instructional designer and facilitator able to provide a stimulating and interactive learning environment that produces highly-satisfied and efficient workers. Proficient problem solver with well-honed analytical and critical thinking skills. Accredited coach and communicator who is equally comfortable working independently or as part of a collaboration. Thrives in a fast-paced, rapidly changing work environment. Highly organized, self-motivated learning architect who enjoys diverse and challenging work.

Core competencies include:

Multi-modality training Adult Learning Principles Instructional Design Needs Assessment Curriculum Development Business Consulting Systems/Software training Performance Coaching LMS & Perf Mgmt System

administration MBTI / DiSC certified instructor and vendor

Leadership & Team Development Onboarding and Career Development

TECHNICAL PROFICIENCIESSoftware Applications:

Word, Outlook, PowerPoint, Publisher, WebEx, Access, Excel, Adobe Acrobat, Project, Dreamweaver, Fireworks, Snag-It, Google applications, Captivate, Articulate, Windows and web design.

Development Tools:

MBTI, Firo-B, TKI, Strong, and DiSC products, Five Dysfunctions, Leadership Challenge and custom developed inventories.

EDUCATIONCertificate, Life Coaching, Newcastle College, Newcastle, UK Certificate, Performance Coaching (Business), Newcastle College, Newcastle, UK MA, Psychology (Counseling), Bowie State UniversityGraduate Study (30 credits) Secondary Education, Adelphi University

PROFESSIONAL EXPERIENCENORTH CAROLINA DEPARTMENT OF COMMERCE AUGUST 2016 - PRESENTTalent Development & Organizational Effectiveness Manager

Lead the implementation of a new LMS & Performance Management System (Cornerstone) Assess Leadership and Management training needs; examine & promote existing training

opportunities, develop and deliver additional training as per identified need. Sole training role in an organization of 1700 employees dispersed across 11 discreet agencies Partner with State Office of Human Resources Training division as well as the Training leads from

other State Agencies to maximize resources and efficiency. Introduce DiSC to leaders and teams to increase cohesion and productivity via improved

communication and understanding.

Roll out Performance Management training to support & improve utilization of positive techniques to increase Employee Engagement.

Work with Employee Relations team to implement more coaching and mentoring and reduce disciplinary acitons.

MATRIX/BLUE CROSS BLUE SHIELD NORTH CAROLINA 2013 – May 2016Corporate Health Care Trainer Enterprise Learning and Development /Blue University        

Complete project implementation from needs analysis through to evaluation receiving exceptional feedback from the executive level staff.

Excelled at leading and delivering software/systems training, Corporate Projects, Role Progression, and standalone training as Facilitator, Curriculum developer, and Instructional Designer with an exceptionally fast turnaround time.

Monitor and report on effectiveness of learning offerings, curricula, and participant satisfaction, making recommendations as to modification, improvement or redundancy.

Identify and monitor business impact and success of training by review, consultation with internal and external stakeholders, and continuous process improvement.

Perform consults with stakeholders as part of the Training Needs Analysis Award winning virtual trainer, adapting and/or creating materials for a diversity of delivery modalities. Extensive experience delivering complex and demanding seminars and systems training virtually

(WebEx) and as ILT to internal and external audiences locally, nationally, and multi-nationally. Provide custom Leadership and Professional Development courses for managers, supervisors and

individual contributors working on a local, regional, national, or global basis. Systems training: Topaz platform, Care Radius, PowerMHS, NetworX Pricer, NetworX PBA, MACESS,

Siebel (SAS) 3rd Quarter 2014 MATRIX Consultant of the Quarter. Experience training complex legal, administrative, sales and other scalable learning and development

solutions Lead Facilitator for a long-term international T3 project; responsibilities included delivery of content,

adapting facilitation materials and organizing training schedule to ensure business outcomes were successfully met. Managing changing and ongoing technology needs, liaising with Project Managers from all companies, providing classroom support to Content Trainer, Subject Matter Expert, Quality support, and learners, and general coordination of training needs.

CAROLINA LIFE COACHING 2005 - PresentFounder

Consult, collaborate and deliver custom-developed Leadership and Management courses for a diversity of organizations.

Develop learning materials that utilize Adult Learning theories and are used for in person and web based training applications.

Providing transformational performance & executive coaching utilizing teleconferencing, face-to-face sessions and other modalities.

Trained in advanced communication & interpersonal skills. MBTI certified and Everything DiSC® facilitator, used for both individual and team development. Highly competent facilitator of Five Dysfunctions and Leadership Challenge materials. Managing diverse client base and guiding each individually to successful achievement of their goals. Securing, coordinating and providing presentations and workshops in communication, leadership,

management, team building, motivation, train the trainer, and more. Authorized Inscape Publishing Distributor. Facilitating transformational change in the workplace.

Clients have represented a variety of companies, including the following: North Carolina State University, Novartis, Schwarz Biosciences, Quintiles, UCB Biosciences, Oracle, IBM, American Institute of Research, Bayer CropScience, Raleigh YMCA and the Food Bank of Central & Eastern NC.

Business and Executive Coaching (2000-2004) for multiple organizations within the UK including: the National Health Service, Early Break, Rochdale Town Council, Compass, and Merck Pharmaceuticals.

Bolton, Salford and Trafford Mental Health NHS Trust, Prestwich, UK 2003-2004Workforce Development and Training Manager

Assessed needs of the workforce (600 staff) and formulated materials and guidance for advancement, and presented the findings to management.

Produced materials & strategy to meet the new national standards, creating the first agency to do so. Provided quality assurance in training across the five agencies, via evaluation, audit and mentoring.

Created new internal policies assimilating the newly introduced national standards. Utilizing online learning.

Created and implemented an on-boarding protocol for all five agencies.

Trafford Substance Misuse Services, Sale, UK 1997 – 2004Training Manager/Coordinator/Trainer

Designed, delivered, and evaluated training in clinical work, diversity, general knowledge, management and leadership, computer skills, and training to varied audiences.

Developed and implemented the Young Person’s Services and Smoking Cessation services. Advanced from Trainer to Training Manager while developing team from one to eight members.

Initially having sole responsibility for all training activities and coordination of training tasks and opportunities.

Generated staff development hierarchy with accompanying training & provided sound guidance and counsel regarding advancement. Inclusion of volunteers through management and medical professionals in hierarchy.

Performed needs analysis at regional level, created policy, delivered and wrote subsequent reports, & developed appropriate training.

Key member of the recruitment team and responsible for new employee orientation.

Substance Misuse Qualification Advisory Group (SMQAG), UK 1999 - 2004National Project Manager, Qualification Development

Led the collaborative creation of the first national qualification in the subject area in the UK, working with individuals from seven large agencies.

Worked with peers, government officials, education professionals, clinicians, volunteers and users of services to develop a course of high quality that was attainable for a variety of adults and utilized as professional development as well as training for new and/or potential staff.

Ensured equal opportunity access. Functioned independently in coordinating the development and design of the course curricula and

materials, and in the launch, accreditation process, distribution, and evaluation.

TV INTERVIEWS AND PUBLISHED ARTICLES News14 feature with Marti Skold, 12/27/11, 12/31/11, 2/6/12, 3/5/12, 3/30/12 and 12/27/12. News14 feature with Tracey Early, Making and keeping resolutions, January 01, 2011. Video available here: http://www.youtube.com/user/CarolinaLifeCoaching

British Journal of Midwifery, “Making a success of self-directed study: Tackling the dissertation”; Volume 19, no. 3, Mar 2011, pp 125-129.

British Journal of Midwifery, “Planning for success: setting SMART goals for study”; Volume 18, no. 11, Nov 2010, pp 744-6.

NBC17 story on surviving the economic downturn with Josh Green, January 2009.

Triangle Style, Winter 2008, “Get a Life Coach”; by Audrey Mark.

News & Observer, February 2008 (2), and May 2008 with Cara Bonnett

News14 story on New Year’s Eve resolutions. December 30, 2007

WEBSITEShttp://www.linkedin.com/in/karenpwerlelee

www.carolinalifecoaching.com

www.whatsyourdisc.com

REFERENCESPersonal and professional references can be provided upon request.