1. Terry Sheally | 173 Clover Bank Road | Mooresville NC 28115 | terry0712@gmail.com
TERESA
H.
(TERRY)
SHEALLY
173
CLOVER
BANK
ROAD,
MOORESVILLE,
NC
28115
(704)
953-­‐
5577
▪
TERRY0712@GMAIL.COM
SUMMARY
Areas
of
expertise:
change
adoption
|
change
management
|
the
people
side
of
change
|
instructional
design
|
communication
|
virtual
teams
|
associate
readiness
|
workplace
changes
|
work
group
facilitation
As
a
consultant
to
a
project
management
team,
I
systematically
apply
models
and
tools
to
focus
on
the
people
side
of
change
for
the
duration
of
a
project,
from
inception,
through
launch
and
sustainment.
With
decades
of
previous
experience
as
an
instructional
designer,
writer
and
process
designer,
I
have
the
skills
and
experience
to
develop
materials
called
for
in
the
training
and
communication
elements
of
the
enablement
plan
and
facilitate
process
design,
documentation
and/or
improvement
work.
For
the
past
12
years,
I
have
worked
effectively
–
whether
facilitating
meetings,
managing
work
groups,
or
establishing
business
relationships
-­‐-­‐
in
a
virtual
environment,
with
my
manager,
senior
leaders
and
hundreds
of
other
teammates
and
business
partners
located
in
various
cities
across
the
United
States.
Business
partners
benefit
from
the
acquired
skills,
innate
talents
and
passion
I
bring
to
a
change
project.
In
a
career
that
has
spanned
decades,
across
a
variety
of
professional
settings,
projects
and
disciplines,
my
focus
has
always
been
on
people,
learning
and
change.
RECENT
PROFESSIONAL
EXPERIENCE
Bank
of
America,
Charlotte,
NC
Senior
Project
Manager
and
Change
Consultant;
Retail
Distribution
Execution
(RDX),
Change
Adoption
&
Integration;
2003
-­‐
2015
Managed
the
people
side
of
environmental
changes
made
to
a
network
of
5,000+
banking
centers.
• As
an
original
member
of
the
pioneer
team
assembled
to
implement
a
major
retail-­‐oriented
design
initiative
to
transform
the
network
from
banking
centers
to
the
look
and
feel
of
retail
stores:
o In
support
of
opening
more
than
150
new
stores
a
year
(compared
to
the
previous
standard
of
10
–
20
stores):
established
the
comprehensive
cross-­‐functional
timeline
and
routine
that
ensured
on-­‐time
hiring
and
training
of
associates
for
these
unique
stores;
documented
the
new
retail
standards
and
behaviors;
developed
self-­‐directed
training
to
ensure
associates
exhibit
new
retail
behaviors
in
the
new
store
design
o In
support
of
new
stores
reaching
profitability
against
an
aggressive
schedule:
developed
new
role
descriptions
to
ensure
appropriate
talent
acquisition;
worked
with
sales
experts
and
training
partners
to
develop
a
major
new
training
program
to
equip
new
store
managers
to
build
their
business;
led
to
a
10%
increase
in
revenue
a
reduction
in
time
to
profitability
for
new
stores
by
six
months
o Managed
the
development
of
an
associate
resources
website
which
became
the
most
visited
site
in
the
channel
• In
support
of
a
major
new
customer-­‐driven
process
was
piloted
in
a
dozen
select
retail
stores:
o Led
the
change
adoption
work
in
support
of
the
behavior
change;
achieved
compliance
and
consistency
across
100%
of
the
test
sites
during
the
18
months
of
monitoring
Retained
as
a
change
consultant
for
major
capability
changes.
• In
support
of
the
test
in
2
locations
and
the
pilot
in
6
other
locations
of
a
new
type
of
ATM:
o Invited
to
be
an
adoption
consultant
and
retail
network
expert
to
participate
in
multiple
primary
work
streams,
including
risk
assessment,
process
design,
training
development,
communications
planning
and
stakeholder
analysis
o Integrated
tactical
communications
from
multiple
teams
into
a
single
communication
plan
for
associates
impacted
by
the
installation
of
the
new
device
at
their
centers
that
eliminated
confusion
and
resulted
in
smooth
installations

2. Terry Sheally | 173 Clover Bank Road | Mooresville NC 28115 | terry0712@gmail.com
Manage
stakeholder
and
associate
engagement
for
operational
changes.
• In
support
of
changes
to
operating
hours
and
the
closure
of
drive-­‐up
teller
services
in
100s
of
select
centers
in
multiple
concurrent,
staggered
waves:
o For
each
wave,
managed
communications
that
began
4
months
prior
to
the
change
and
ended
one
month
after
the
change;
wrote
nearly
100
individual
communication
items;
developed
and
continually
5
releases
of
3
custom
toolkits
to
support
one-­‐time,
time-­‐sensitive
tasks
required
for
each
change
o Established
and
managed
a
stakeholder
list
of
more
than
70
groups
o Ensured
accurate
distribution
of
communications
to
more
than
1000
associates
and
leaders
• In
support
of
the
launch
of
the
tool
for
executives
to
request
changes
to
centers:
o Developed
launch
and
communication
plan;
created
request
tool
toolkit
and
SharePoint
site
used
by
leaders
across
all
markets
• In
support
of
an
urgent
request
to
improve
the
day-­‐to-­‐day
appearance
of
centers:
o Rather
than
create
a
single
new
process,
tracked
more
than
30
existing
hyperlinks
embedded
within
multiple
intranet
sites
and
assembled
them
into
a
single
toolkit
to
make
it
easier
for
center
managers
to
comply
with
expected
standards
of
appearance
Managed
the
adoption
of
internal
team
process
changes
o In
the
face
of
a
potentially
disruptive
and
emotionally-­‐charged
change
imposed
on
a
specialized
team
of
more
than
100
associates,
which
resulted
in
the
team’s
‘letting
go’
of
responsibilities
they
had
managed
for
more
than
a
decade:
o Synthesized
changes
represented
across
7
different
work
streams,
facilitated
impact
analyses
for
6
different
teams,
and
managed
change
messaging,
training
and
sustainment
activities.
o The
result
was
an
orderly
hand-­‐off
of
roles
and
responsibilities,
transition
to
new
roles
and
ongoing
adoption
of
the
change.
Awards:
Spirit
Celebration
(2006),
Spirit
Medallion
(2007),
Spirit
Medallion
(2008),
Top
Performer
(2013)
Bank
of
America,
Charlotte
NC
Instructional
Designer
(contract)
–
1997
-­‐
2003
Continuously
retained
as
a
lead
instructional
designer
for
several
high
profile
pilot
initiatives
across
various
lines
of
business,
for
both
clients
and
associates;
known
for
delivering
high
quality
results
in
the
midst
of
change.
Examples
of
initiatives
include:
Pay
for
Performance
launch:
Sole
designer
and
developer
of
leader
training
to
support
the
launch
of
a
new
approach
to
performance
reviews
and
compensation,
Pay
for
Performance
(PFP).
Successfully
helped
leaders
achieve
a
mindset
shift
in
the
face
of
new
performance
standards,
and
the
tie
of
performance
to
compensation.
Delivered
materials
on
time
and
on
budget,
even
in
the
face
of
ongoing
changes
as
the
tool
was
changing
prior
to
launch;
triggered
discussions
around
the
notion
of
conversations
as
the
structure
for
PFP,
which
was
ultimately
deployed;
managed
to
a
strict
and
tight
review
process
required
by
subject
matter
specialists.
REG
(Real
Estate
Group)
Portal
launch:
Developed
end
user
client
training
for
the
pilot
of
a
new
E-­‐commerce
tool
for
corporate
real
estate
clients,
the
REG
Portal.
Successfully
introduced
an
online
application
to
customers
who
were
unfamiliar
with
the
approach.
PeopleSoft
TM
launch:
Part
of
the
team
to
design,
develop
and
deliver
end
user
training
for
a
new
Human
Resources
(HR)
tool,
PeopleSoft.
Gillespie
Associates,
Rochester
NY
Instructional
Designer
(contract)
–
1990
-­‐
1997
Lead
instructional
designer
for
a
wide
range
of
projects
across
a
variety
of
clients
and
industries.
Examples
include:
Marketing
Training
and
Communication
for
the
U.S.
Government
Small
Business
Administration
(US
SBA):
A
branded
marketing
and
outreach
campaign
and
training
program:
F.I.R.S.T.;
unanimous
approval
of
a
program
developed
within

3. Terry Sheally | 173 Clover Bank Road | Mooresville NC 28115 | terry0712@gmail.com
weeks,
rather
than
months;
full
engagement
and
adoption
by
a
potentially
resistant
audience;
successfully
moved
from
pilot
to
national
rollout.
Call
Center,
Customer
Service
and
Sales
for
Adelphia
Communications:
Significantly
reduced
the
time
between
candidates
being
trained
and
handling
live
customer
calls;
enabled
new
hires
to
generate
revenue
quickly
by
closing
sales
while
still
in
training;
unprecedented
zero
drop-­‐out
rate
of
candidates
during
extensive
new-­‐hire
training;
unanimous
adoption
of
a
new
model
for
handling
calls
-­‐
C.A.R.E.
-­‐
that
was
further
adopted
throughout
the
corporation
as
the
comprehensive
theme
for
quality
assurance
and
customer
service.
EDUCATION,
CERTIFICATION
AND
ORGANIZATIONS
Nazareth
College
of
Rochester
(BS
Speech
Pathology
and
Audiology)
Scheduled
for
Prosci
ADKAR®
certification,
May,
2016
Six
Sigma
Greenbelt,
2005
International
Society
for
Performance
Improvement
(ISPI)
Association
for
Talent
Development
(ATD)