Career Portfolio_Luna

Career
Portfolio
Alexander Luna
Bachelor of Technical Management
Concentration: Accounting
September 9, 2016
1

Table of Contents
1. Statement Of Authenticity 3
2. Personal Mission Statement 3
3. Elevator Speech 4
4. Education Section
Education 5
DeVry Course Descriptions 5
DeVry Academic History 9
Certifications 10
5. Resumé 11
6. Reference Section
Reference Letter 1 12
Reference Letter 2 12
References 13
7. Career Goals 14
8. Awards & Accomplishments 15
9. Volunteer History 15
10. Professional Affiliations 16
11. Work Samples 18
12. Professional Development & Training 20
2

Statement of Authenticity
I, Alexander Luna, hereby attest that I have written
and compiled the portfolio and any material
contained within my career portfolio is original,
representing my skills, educational and
professional background.
Personal Mission Statement
As an accountant I am committed to providing
accounting, consulting and tax services with the
highest level of quality in a timely and professional
manner while adhering to all legal and regulatory
compliance.
3

Elevator Speech
I believe that I have developed leadership
skills which I value highly along with a positive
and goal driven attitude. It is important for me to
be task-oriented and relationship-oriented. Those
two qualities along with providing outstanding
quality service and understand the customers’
needs are both very important attributes needed
to operate a small business and be successful in
a career path. Setting a good example by my
actions is necessary for me to accomplish, in
order to provide excellent customer service.
Some important skills I have learned that
are required for a good leader are honesty,
integrity, vision, inspiration, ability to challenge,
and communication skills. An important attribute
which I believe I acquire is the desire to continue
to learn and grow, as an individual and as a
leader. I am numbers orientated, balancing
budgets, analyzing profits and losses and making
provisions for tax preparation.
4

Education
Course Plan of Study
• DeVry University; Houston, TX
• Bachelor of Technical Management
o Expected Graduation: August 2016
o GPA: 3.73
• Masters Business Administration; Accounting
o Expected Graduation: December 2019
Associates Degree in Applied Science
• Major: Computer Aided Drafting Technologies ITT
Technical Institute; Houston, TX
o Graduated August 1998
o GPA: 3.4
5

Education
DeVry Course Descriptions
ACCOUNTING
ACCT212 Financial Accounting*^
This course focuses on ways in which financial statements reflect business
operations and emphasizes use of financial statements in the decision-
making process. The course encompasses all business forms and various
sectors such as merchandising, manufacturing and services. Students
make extensive use of spreadsheet applications to analyze accounting
records and financial statements.
ACCT304 Intermediate Accounting I*^
This course expands on topics covered in ACCT212 and presents them
within a conceptual framework determined by generally accepted
accounting principles. Financial accounting functions and theory, and
recognition and measurement of assets, are covered.
ACCT305 Intermediate Accounting II*^
This second course in intermediate accounting addresses financial
accounting, with an emphasis on external reporting to the investing public in
accordance with generally accepted accounting principles. Topics include
property; plant and equipment; intangible assets; investments; current,
long-term and contingent liabilities; and leases.
ACCT312 Intermediate Accounting III*^
This course continues topics covered in ACCT305 and addresses
accounting for income taxes, pensions and other postretirement benefits;
shareholders’ equity; share-based compensation and earnings per share;
accounting changes and error correction; and statement of cash flows.
6

Education
DeVry Course Descriptions
ACCOUNTING
ACCT324 Federal Tax Accounting I*^
This course covers federal income tax concepts and their effect on
individuals. Topics include the history and background of taxes, gross
income, exclusions, allowable deductions, and the basis for gain and loss
on the disposition of property.
ACCT346 Managerial Accounting*^
This course introduces how managers use accounting information in
business decision-making. Topics include standard cost systems,
budgeting, break-even analysis, relevant cost issues, and the effect of state
and federal taxes on decision-making. These principles apply to all types of
businesses, including the service industry, manufacturing and
merchandising. Students use spreadsheet applications to analyze and
provide solutions to challenges faced by management in today’s business
environment.
ACCT424 Federal Tax Accounting II*^
This course addresses the special tax issues of corporations, partnerships,
S corporations, gift taxes, estates and trusts. Tax forms, tax software, the
Internet, spreadsheets and word processing programs are used to
research, solve and analyze tax problems relating to corporate and
partnership income taxes.
ACCT444 Auditing*^
This course covers accepted principles, practices and procedures used by
public accountants for certifying corporate financial statements. It also
introduces audit reports, the corporate internal auditor’s function, and
interaction between outside auditors and a client company’s accounting
staff. In addition, the course fosters students’ analytical skills. Hands-on
experience is gained with computerized accounting systems.
7

Education
DeVry Academic History
8
TRANSFER CREDIT ACCEPTED BY INSTITUTION
201450: ITT Technical Inst Houston No
Subject Course Title Grade Credit Hours Quality Points
COMM 1TR Communication Transfer TA 2.001 0
COMM 3TR Communication Transfer TA 2.001 0
ECON 2TR Economics Transfer TC 2.668 0
ELTV 1TR Elective & Support Transfer TB 3.335 0
MATH 1TR Mathematics Transfer TB 3.335 0
PHYS 2TR Physics Transfer TB 2.668 0
SOCS 185 Culture and Society TB 2.668 0
Attempt Hours Passed Hours Earned Hours GPA Hours Quality PointsGPA
Current Period: 40.687 40.687 40.687 0 0 0
INSTITUTION CREDIT
Period: Fall 2014
Semester Honors: Dean's List
College: College of Business & Mgmt
Major: Technical Management
Academic Standing: Good Standing
Subject Course Campus Level Title Grade Credit Hours Quality Points
BUSN 115 Online UG Intro to Business & Technology A 3 12
SCI 228 Online UG Nutri, Health & Wellness w/Lab B 4 12
COMP 100 Online UG Computer Apps for Busn w/Lab A 2 8
MGMT 303 Online UG Principles of Management A 3 12
Period: Spring 2015
BIS 155 Online UG Data Analysis w/Sprdsh w/Lab B 3 9
ENGL 112 Online UG Composition B 4 12
ENGL 135 Online UG Advanced Composition A 4 16
MATH 114 Online UG Algebra for College Students

Education
DeVry Academic History
9
Period: Summer 2015
HUMN 303 Online UG Introduction to Humanities A 3 12
MATH 221 Online UG Statistics for Decision-Making B 4 12
ACCT 212 Online UG Financial Accounting A 4 16
MGMT 340 Online UG Business Systems Analysis A 4 16
Period: Fall 2015
Last Academic Standing: Good Standing
ACCT 304 Online UG Intermediate Accounting I A 4 16
MGMT 404 Online UG Project Management A 4 16
ACCT 305 Online UG Intermediate Accounting II A 4 16
PSYC 305 Online UG Motivation and Leadership A 3 12
TRANSCRIPT TOTALS (UNDERGRADUATE)
Attempt Hours Passed Hours Earned Hours GPA Hours Quality PointsGPA
Total Institution: 57 57 57 57 213 3.74
Total Transfer: 40.687 40.687 40.687 0 0 0
Overall: 97.687 97.687 97.687 57 213 3.74
COURSES IN PROGRESS -Top-
Period: Spring 2016
Subject Course Campus Level Title Credit Hours
ACCT 312 Online UG Intermediate Accounting III 4
CARD 405 Online UG Career Development 2
ACCT 324 Online UG Federal Tax Accounting I 4
LAS 432 Online UG Tech, Society, and Culture 3

Education
CERTIFICATIONS
 Preparer Tax Identification (PTIN) Active August 22, 2016
 AutoCAD Fundamentals from TotalCAD, Completed November 2015
 Microsoft Excel 2010 Part Two from ExecuTrain Houston
Completed September 22, 2014
 Microsoft PowerPoint 2010 Part Two from ExecuTrain Houston
 Pivot Tables from ExecuTrain Houston, Completed August 27, 2014
 ArcGIS 10.1 Transform Your Organization from ESRI
Completed Fall 2012
 Power Tools for Business Writing from Geilker & Associates
Completed August 13, 2014
 Intro to Regulated Natural Gas Accounting from Enbridge
 Microsoft Access 2010 Part Two from Element K
 Dave Ramsey’s Financial Peace University, Completed October 10, 2011
 Advanced Labeling Certified by TeachMeGIS.com
Completed 8 hours Classroom Instruction on May 6, 2010
 Making Better Maps Certified by TeachMeGIS.com
Completed 16 hours Classroom Instruction on May 5, 2010
 Certificate of Debtor Education from Money Management International, Inc.
 Pipeline Routing and Mapping using GIS from URS Training
Completed July 16, 2009
 AutoCAD Essentials for Geospatial from TotalCAD
Completed June 2009
 Adept 7 Administration from Adept Synergis Software
Completed October 26, 2007
 ESRI Certificate Introduction to ArcGIS I by TeachMeGIS.com
Completed 16 hours Classroom Instruction on August 23, 2005
 Internet Marketing Workshop from StoresOnline, Inc
Completed November 10, 2004
10

Resumé
Alexander Luna
2127 Campbell Rd., Houston, TX 77080
Cell: 832-282-2724 aluna17@aol.com
Accounting and Finance
Summary of Qualifications
Accounting Professional with 10+ years of experience in accounting. Proficient with QuickBooks and Book Keeper programs. Additional
experience in operating computer software programs for accounting to record, store and analyze information. Classify, record and
summarize numerical and financial data to compile and keep financial records. Manage and track inventory, prepare periodic and quarterly
inventory reports. Research aged invoices and statements and maintain Accounts Payable and Accounts Receivable filing systems.
Proficient in Microsoft Excel, Microsoft Word, and PowerPoint. Skilled with Microsoft Access and Microsoft Outlook.
Core Competencies
General Accounting Risk Analysis Measurement
Cost Accounting Cash Flow Analysis Auditing
Budget Account Reconciliation Management Accounting
Financial Management Financial Statements Tax Preparation
Professional Experience
General Manager/ Accounts and Finance, Airbrush Tekniques, Houston, TX 2000 to Present
Overview of what this job entails: Create daily closing sheets that produced weekly, monthly and annual reports. Classify, record, and
summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Debit, credit, and
total accounts on computer spreadsheets and databases, using specialized accounting software. Perform internal audits of company
records to assure financial information is accurate on computer software along with hard copies available along with planning, preparing
and forecasting future of business, making important business and financial decisions. Hire, direct and supervise artists and salespeople
along with systematically managing a work schedule for employees, and created computer timesheets.
 Organize data electronically to submit to tax preparer for Income Taxes from 2000 to 2015 by operating accounting software to
record, store and analyze income and expenses.
 Successfully manage budget for business expenses and payroll reducing costs by 13% in 2015.
 Managed 5 employees at any given time, who felt that I assisted in educating them with soft skills, communication skills and work
ethics leading the team to increase sales by 6% in 2015
 Customers commented the company has awesome work, great prices, and good business receiving a 4.6 star rating.
Designer Tech II, Enbridge Energy, Houston, TX June 2005 to June 2016
Operated computers programmed with software to record, store, and analyze information. Managed and maintain drawing files and folder
structures organized for document control by compiling computer spreadsheets and databases. Checked figures, postings, and documents
for correct entry, mathematical accuracy, and proper codes. Categorized, catalogued, and summarized numerical and financial data.
 Customer service – communicated with client in order to meet projects and deadlines with accuracy.
 Participated in courses offered to employees to further knowledge and education in Microsoft Excel II and III, to enhance skills
transferable to accounting/book keeping.
 Reviewed and reduce files in network system by eliminating over 10,000 redundant files.
Education
Bachelor of Technical Management Concentration: Accounting, DeVry University; Houston, TX,
Graduated August 2016, GPA 3.73
DeVry Courses
ACCT212 Financial Accounting, ACCT304 Intermediate Accounting I, II & III, ACCT324 Federal Tax Accounting I & II, ACCT346
Managerial Accounting, and ACCT444 Auditing.
11

Reference Letter 1
Alexander Luna is a second year student who working towards a Bachelor’s degree in Technical Management,
and aiming for a Master Degree in Business with a minor in Accounting from DeVry University Online, where
he is a Junior and has maintained a GPA of 3.70. Alexander Luna was awarded Dean’s List for the Fall 2014,
Spring 2015, and Summer of 2015. Alexander Luna has been offered to join the Alpha Phi Omega, Delta
Epsilon Iota Academic Honor Society, and recently the National Society of Leadership & Success for
maintaining a valid GPA. Alexander Luna has done an exceptional job in maintaining a full time job, a small
business, and maintaining good grades in college, while also being a single father.
Alexander Luna has also demonstrated commitment to community service as well as public and civic affairs
through his volunteer work. He has been actively involved in providing his services to schools within his
community in the form of airbrushing tee shirts for a particular team or activity, such as the Cheer Team for
Pasadena High School, and Field Day tee shirts for Kirk Elementary School.
Beth Drake
DeVry Online University Visiting Professor
12
Reference Letter 2
Enbridge Energy Partners
1100 Louisiana Suite 3300
Houston, Texas 77002
Tel: 713-821-2000
RE: Enbridge Energy / United Way Susan Miller Impact Day Service Project
Enbridge supported The Santa Maria Hostel program through hard work and hands-on assistance
with their annual needs at the facility, which houses nearly two hundred women and their children.
Over fifty volunteers worked all day to do extensive landscaping and repaint several apartments.
Additionally, I wanted to highlight a unique, high-impact project led by one of our talented colleagues,
Mr. Alex Luna.
Addiction and Recovery are deep-seeded struggles with the women at Santa Maria, so Alex
spearheaded a project to paint a giant “Road to Recovery” mural across three walls in one of the
meeting rooms. With his air brush and the help of two others on his team, he designed and executed
a bright and colorful mural that fills a previously drab and institutional-feeling common room. His
attention to detail and the effort he put forth to pull off this ambitious project in a single day is
commendable, and the women in recovery now have a beautiful and artful focal point for mapping out
their accomplishments and milestones reached in getting clean.
Alex and his team did an amazing job, and it was his dedication to his craft and the hard work of his
team that made an otherwise good service project truly exceptional.
Benjamin Wulf, Enbridge Energy
United Way Susan Miller Impact Day Sponsor

References
Benjamin Wulf
United Way Coordinator
Tel: 713-821-2000
Veronica Rose
Accounting & Financial Analyst III, Enbridge Energy Partners
Tel: 713-821-2000
Cell: 713-303-0841
Robert Castro
Superintendent and Drafting Supervisor
Tel: 713-821-2000
Cell: 832-421-8871
Andre Roberts
Owner of Exaggerated View
215 Kipp Ave
Keman, Texas 77565
Tel: 713-392-4264
13

Career Goals
14
• My career goal is to work in the Financial and Accounting field
providing accounting, consulting and tax services with the highest
level of quality in a timely and professional manner while adhering to
all legal and regulatory compliance.
• My five-year goal is to work as an accountant or an analyst. I would
like to continue working as a tax preparer in the tax season.
• In order to achieve my goals, I will expand my professional network
by attending accounting seminars, continue my education towards
achieving my Masters in Business concentrating in Accounting,
provide excellent work ethics in my current employment, research
and develop accounting skills on my own while studying Federal,
State and Local tax codes, rules and regulations. I will write down
and follow goals to achieve my career job.

Awards & Accomplishments
Awarded Dean’s List
• Fall 2014
• Spring 2015
• Summer of 2015
• Fall of 2015
• Spring 2016
DeVry University Scholarship – Online 2016/17
• This award was given in recognition of my dedication and
success in the pursuit of my educational goals.
HONORARY SOCIETIES
• National Society of Leadership & Success
• Epsilon Iota Academic Honor Society
Volunteer History
• Actively involved in the United Way Day of
Caring hosted by Enbridge Energy by leading
the Enbridge team in painting murals for the
past couple of years.
15

Professional Affiliations
Dear Alexander,
Congratulations! In approximately one week, via US Postal Mail, we will announce
your selection to join the DeVry University - Online chapter of The National Society
of Leadership and Success, Sigma Alpha Pi. Your deadline to activate your
membership is 10/01/2015. Simply enter your nomination code, 18952-230-15020,
at www.societyleadership.org to activate your membership.
Society membership, exclusively by invitation or nomination from our faculty, gives
you access to leadership certification that is a valuable asset to your professional
resume and a life changing personal development tool. Sigma Alpha Pi is a
leadership honor society (not a fraternity/sorority) available to select students.
Your invitation is a nationally recognized achievement of honorable distinction
based on academic accomplishment, leadership potential, or nomination from our
faculty.
Society membership places you among the top student leaders and gives you an
edge in the employment market through professional leadership training. The
National Society of Leadership and Success is one of the largest college leadership
honor societies in the United States with hundreds of chapters. Membership gives
you access to over $200,000 in awards and scholarships, leadership certification (a
valuable asset to your resume), exclusive events, employer recruitment, an exclusive
online job bank, networking with other top students, and discounts that can save
you hundreds of dollars on computers, textbooks, car insurance and grad school
prep courses.
Congratulations on your outstanding achievements and selection to The National
Society of Leadership and Success. Your next step is to activate your nomination
code, 18952-230-15020, at www.societyleadership.org and process your registration
payment. We look forward to welcoming you as a member.
Yours truly,
Danielle Sarnicola
Chapter Advisor
DeVryOnline@societyleadership.org
16

Professional Affiliations
Congratulations Alexander Luna! You have successfully
enrolled in the Delta Epsilon Iota Academic Honor Society.
For your records, you registered:
Enrollment Code: 67Q47T63
Enrollment Date/Time: Tuesday, January 13, 2015 11:22 PM
Email: aluna17@aol.com
Preferred Address
Address1: 10315 Brickyard Ct
Address2:
City: Houston
State: TX
Zip Code: 77041
We will be mailing your welcome package (including
personalized certificate) to the preferred address you listed on
your enrollment form.
Also, be on the lookout for email communication related to your
local chapter activities. Active chapter members benefit from
their heightened awareness of campus career services,
leadership opportunities, in career-oriented programs, and from
the experience of coordinating career goals, academic
achievements, and community involvement.
At Delta Epsilon Iota, we are working diligently to create a
Society that provides a lifetime of recognition for our members.
Once again, Congratulations...we look forward to welcoming
you into the Society.
Membership Services
Delta Epsilon Iota Academic Honor Society
17

Work Samples
These are some of my work samples of spreadsheets that I have created and maintained
for financial and tax purposes. The annual report was created from scratch to fulfill the
needs of the company and to provide income and expenses for tax filing purposes.
18
2015 Annual Totals
Apr May June July Aug Sept Oct Total
Income $2,002.15 $2,801.98 $1,417.29 $1,812.64 $924.70 $104.12 $0.00 $9,062.88
Expenses $4,088.46 $5,296.11 $4,158.73 $4,812.58 $3,138.12 $2,408.53 $707.45 $23,902.53
Payroll $0.00
Pay
Gas $142.97 $155.55 $200.68 $270.58 $97.27 $22.15 $0.00 $889.20
Total: ($2,086.31) ($2,494.13) ($2,741.44) ($2,999.94) ($2,213.42) ($2,304.41) ($707.45) ($14,839.65)
Artistic Revenues $5,078.14 $6,625.62 $7,213.55 $5,795.84 $4,460.51 $1,173.29 $0.00 $30,346.94
Other Revenues $3,793.00 $1,465.00 $50.00 $0.00 $272.00 $240.00 $375.00 $5,820.00
$4,782.68 $2,794.51 $3,104.82 $983.26 $1,594.39 ($995.25) ($332.45) $12,264.41
Apr May June July Aug Sept Oct Total
Advertising $24.95 $131.84 $74.95 $74.95 $74.95 $85.86 $0.00 $467.50
Wages $1,082.18 $1,126.52 $1,154.38 $815.86 $569.07 $409.27 $0.00 $5,157.28
Merchant Fees $200.39 $232.48 $232.19 $233.71 $235.72 $235.04 $224.74 $1,594.27
ADP Payroll Fees $243.50 $243.50 $121.75 $370.34 $121.56 $0.00 $0.00 $1,100.65
Equipment $0.00 $0.00 $0.00 $0.00 $0.00 $100.00 $0.00 $100.00
Shirt Inventory $142.00 $360.20 $158.88 $111.39 $80.52 $0.00 $0.00 $852.99
Insurance $65.16 $65.16 $65.16 $65.16 $65.16 $65.16 $0.00 $390.96
Legal & Prof services $0.00 $0.00 $0.00 $0.00 $0.00 $121.56 $121.56 $243.12
Misc Expense $190.93 $232.66 $273.53 $111.81 $218.44 $31.48 $56.43 $1,115.28
Office Expenses $167.76 $0.00 $0.00 $17.27 $0.00 $265.43 $0.00 $450.46
Supplies $0.00 $237.66 $123.57 $225.35 $106.77 $62.52 $0.00 $755.87
Taxes / Licenses $380.55 $1,039.05 $314.08 $983.94 $117.48 $578.22 $0.00 $3,413.32
Maintenance $12.63 $34.56 $3.89 $44.72 $1.25 $0.00 $0.00 $97.05
Travel $0.00 $0.00 $0.00 $0.00 $7.00 $0.00 $0.00 $7.00
Rent $900.00 $900.00 $900.00 $1,000.00 $1,000.00 $0.00 $0.00 $4,700.00
Phone / Internet $131.11 $131.17 $131.17 $131.17 $131.25 $131.25 $149.22 $936.34
Utilities $159.58 $157.01 $155.75 $151.58 $150.93 $139.84 $0.00 $914.69
Gas $142.97 $155.55 $200.68 $270.58 $97.27 $22.15 $0.00 $889.20
Silverleaf $151.25 $151.25 $151.25 $151.25 $151.25 $151.25 $146.00 $1,053.50
Dues/Fees $93.50 $97.50 $97.50 $53.50 $9.50 $9.50 $9.50 $370.50
Shipping Expenses $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
TOTALS: $4,088.46 $5,296.11 $4,158.73 $4,812.58 $3,138.12 $2,408.53 $707.45 $24,609.98
Payroll $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Pay $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
TOTAL EXPENSES: $4,088.46 $5,296.11 $4,158.73 $4,812.58 $3,138.12 $2,408.53 $707.45 $24,609.98
TOTAL REVENUES: $8,871.14 $8,090.62 $7,263.55 $5,795.84 $4,732.51 $1,413.29 $375.00 $36,541.94
TOTAL VALUE $4,782.68 $2,794.51 $3,104.82 $983.26 $1,594.39 ($995.25) ($332.45) $11,931.96

Work Samples
These are some of my work samples of spreadsheets that I have created and maintained
for financial and tax purposes. The closing sheet was created from a hardcopy into an
electronic form in which employees could only update the highlighted fields and
calculations were done automatically to eliminate computation errors.
19
Artistic Fantasies One
CLOSING SHEET
CLOSER: Tatianna Luna DATE 3/14/2015
Z
Reading
OR Overring amount
TL 0
DOLLARS TOTAL CENTS TOTAL
$1 40 *1 $40 $0.01 100 *.01 $1.00
$5 *5 $0 $0.05 53 *.05 $2.65
$10 *10 $0 $0.10 79 *.10 $7.90
$20 *20 $0 $0.25 23 *.25 $5.75
$50 *50 $0 $0.50 *.50 $0.00
$100 2 *100 $200 TOTAL 255 $17.30
CENTS $17.30
TOTAL $257.30 A PURCHASES $0.00
CHECKS B TATTOOS
CREDIT $319.27 C GLASSES
A+B+C $576.57 -$70 $506.57 D OTHER
ORDER FORM
SUBTOTAL
$150.00 E SALES DEPOSITS 2 $321.84
E*0.0825= $12.38 F DEPOSIT MONEY, CLOSING REPORT AND ANY
PURCHASED ITEM RECEIPTS IN BLUE BAG AND PLACE IN
SAFE. Thank You, ManagementE+F $484.22 G $22.36
GOAL
CASH DEPOSIT $187.30 Deposit this amount in safe. -$115.79

Professional Development & Training
20
Individual Development Plan
Part 1: Personal Details
Name Alex Luna Employee Number 259644
PositionTitle Drafting Designer II PeopleLeader Robert Castro
Department ITECM,Web&PortalServices Work Location Enbridge Houston (EUS)
Doyouhavedirectreports? No CompetencyLevel
Individual Contributor &
Technicians/Operators
Timeincurrentrole 6 years Previous Two Positions ContractedDrafterJunior Drafter
Part 2: Career Interests & Readiness
Areas you wouldliketodevelop inyour currentrole CareerAspirations (3-5 years)
AutoCAD- Take classes in TotalCAD to be informed on new
softwareanddevelopmenttoimproveproductivity.ArcGIS- Take
classes in TeachMeGIS to be informed on new software and
development to improve productivity and make better maps.
Microsoft Excel- Continue learning Excel to help create
spreadsheets, reports, and totals. Powerpoint- Assist in generating
information into a presentation or to assist in layout, whether it be for
the drafting department or for a client requesting support, such as
executive management. ADEPT- Need to take course for newest
version of ADEPT CADWorks- Would like to receive training in
CADWorks to better assist drafting department.
SeniorDrafter
PotentialNextPosition(Title&Area) Desired Timing
NextLevel of Drafter/Designer Withinayear.
Mobility: National Mobility:NorthAmerica Mobility: International
Potential Potential Potential
Mobility: National Short Term Projects Mobility:NorthAmericanShortTerm
Project
Mobility: International Short Term Project
Yes Yes Yes
Mobility Comments
I will travel if it is needed to accomplish a task.
Part 3: Competency Assestsment
Top 3 Strengths
Competencies Lives the Values -
Relationship and Interpersonal Skills -
Customer Service -
Other:
Top3DevelopmentAreas
Adaptability/Flexibility -
Results and Execution -
Relationship and Interpersonal Skills -

Professional Development & Training
21
Other:
Technical
Competencies
(Skills,
Knowledge)
Top 3 Strengths
Mapping and designing. I am familiar with Enbridge systems, drawing files and folder structures.
Knowledged in AutoCAD, ArcGIS, Microsoft Excel, and Word. I have some general knowledge in Powerpoint and Access.
Trained in initial format of ADEPT. Obtaining information in order to organize systems and drawings in order to deposit them
into ADEPT.
Top3DevelopmentAreas
Piping and Plant design. I would like to become more familiar with the actual layout of Enbridge''s pipelines, processing plants,
and stations. Would like the opportunity to walk through the pipelines and plants for better understanding.
Mapping and designing. Need to learn the new skills and techniques in AutoCAD and ArcGIS in order to continue assisting the
company with more enhanced skills. CADWorks P&ID and 3D Modeling.
Would like to obtaining some management skills to better assist in directing new staff members and provide guidance in order
to achieve goals set by the Drafting Department and Enbridge as a whole.
Part 4: Development Plan
Identify formal and informal development activities (on the job 70%, coaching/mentoring 20%, formal learning/self-directed 10%) that
support career interests/direction and/or addresses key strengths/development areas identified above. Focus on 2-3 development
activities. Add more activities as needed.
Development Activity Timing/Measure Status
On the job 70%: 1) Preparation for Pipeline
systems to be restored into ADEPT. -Create
drawing lists in Excel in order to gain
knowledge of existing drawings and
conditions, and make updates as more
information is acquired. - Developed a step
process to facilitate necessary actions to
clean up existing drawings and folder
structures in preparation for ADEPT. -Final
step will be to move files from current
location to folder structure that will be used
for ADEPT. Focus on the project has
changed, to do one platform at a time from
start to finish, then move on to the next one.
2) Mapping, Designing, and Drafting.
Continue to support clients from 36th floor
(marketing) 33rd floor (executive) 30th floor
(Engineering) 25 floor (Offshore Business
development) and any department that
needs assistance with mapping, designng
or drafting. 3)Drafting Request system in
ServiceNow. Need to continue education
and update completed jobs moreregularly,
and create reports for supervisor.
Coaching/mentoring 20%: Would like to
receive coaching and assistance from
supervisor Robert Castro, in order to
perform tasks more efficiently and to mentor
new employees and interns to be more
productive. I am in the mentor program in
Enbridge and being mentored by David
Porter. Setting up our follow up meeting this
week. Currently mentoring high school
intern. Would like to receive some
management skills to assist me in doing so.
Formal learning/self-directed 10%: Training
in AutoCAD Training in CADWorks Training
in ArcGIS Day courses in Excel Day courses
in Powerpoint Day courses in Business
Writing Attending Online College atDeVry
Received some training and attended free
seminars. Completed courses this year
successfully. Completed first 8 weeks.
beginning new classes for next 8 weeks.
Currently in 1stsemester.
Plan on finishing SS332 by the end of July
2015. Next platform SS207 I estimate will
take about 3 months. Will focus on a system
at a time, in order to view process and
progress with short term goals. Deadlines
are set per job. By end of first quarter next
year would like to be more informed and
productive in ServiceNow.
-Completed action plan. -Currently working
on drawing list and updating information as
needed. - Currently in reviewing process,
opening drawings and assessing drawings
as needed. Up to date. Currently understand
basics, update information, and close out
completed requests, but need to do it more
frequently, upon completion.
On going
On going On going Estimated 2 years to
receive Bachelor''s degree

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