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Llylemorgan@hotmail.com
503-708-7397
1
With more than 20 years in the Information Technology industry, Llyle Morgan is an
executive management consultant with specialized expertise in organizational change
management, business transformation, and records and information management. Ms. Morgan
provides, strategic planning, program development, executive stakeholder alignment,
infrastructure analysis, governance, executive coaching and decision support methodologies. She
is a founding member of the Association of Change Management Professionals, founder of the
Regina Organizational Change Management group, and a recognized leader in the practice.
Ms. Morgan has extensive experience with large-scale enterprise-wide projects that
incorporate proactive and innovative solutions to address business challenges. Ms. Morgan has
been a leader in the development of Project Management Office (PMO) maturity methodologies,
Project, Program, and Portfolio Management. Ms Morgan is experienced with Prince 2, PMI and
Prosci methodologies as well as process re-engineering, adult learning theory and training.
Skills Summary:
INDUSTRY TECHNICAL SPECIALIZATION
Utilities OCM and PMO Transformation
Provincial, State and Local Government OCM, Communication and Facilitation
Social Services Process Design Implementation
Oil and Gas Training Strategy and Delivery
Experience and Achievements:
Gimmal, LLC, Director
Role: Organizational Change Management and Business Transformation Lead
Duration: April 2014 to April 2015
Gimmal Client-Facing Experience
Client: Barbados Light and Power, Documentum Upgrade. Role: Trainer
 Engagement to provide training prior to the Documentum upgrade. Prepared training
materials and delivered classroom training.
Client: British Petroleum (BP), Information and Technology PMO
Role: Strategic Advisor, OCM Principal Lead
 Engagement to provide executive consulting services for IT Management Services toward a
more mature approach to business transformation. Lead a business transformation and
organizational change initiative including consolidation of external and internal service
operations. Established standards, processes and practices for service delivery.
Client: Harley Davidson, Information and Technology Services PMO
Role: Strategic Advisor, OCM
 Engagement to provide executive consulting services for the Records and Information
Management Initiative. Provided business transformation and organizational change
management consulting, provided recommendations for standards, processes and practices.
Conducted strategic planning, analysis and recommendations regarding OCM methodologies.
Llylemorgan@hotmail.com
503-708-7397
2
CGI Sr. Consultant Role: OCM and Business Transformation Practice Lead
Duration: April 2007-January 2014
Lead the Organizational Change Management practice for all of CGI North America
 Provided thought leadership in Management Consulting practice development
 Developed practice toolkit in support of standardized methodologies
Business Development
 Business Development (BD): client relationship development and management, bid
responses, written and oral throughout N. America
 Executive Briefings and presentations for clients and for the public.
Management and Recruiting
 Member of the Saskatchewan Business Management Team
 Recruited, hired, trained and managed OCM/BT resources
CGI Client-Facing Experience
Client: SaskPower, Information and Technology Services PMO
Role: Strategic Advisor, OCM Centre of Excellence Principal Lead
 Engagement to provide executive consulting services for the IT Portfolio Management Office
toward a more mature IT Project Management Programme (Prince2 environment).
Successfully lead initiative to improve the PMO program from a maturity level of 1 to 3.
 Lead a business transformation and organizational change initiative for all PMO projects
including IP Telephony, Enterprise Content Management, Enterprise Learning, and
numerous other SAP replacement initiatives. Established standards, processes and practices.
Conducted strategic planning, analysis and developd a Benefits Management and Realization
methodology. Established an OCM Center of Excellence including methodologies and tools.
Client: SaskEnergy, Role: Customer Information Solution (CIS), OCM Lead
Project is the implementation of a new customer care and billing solution ($21M).
 Lead change management strategy, communication and training plans. Consulted with
executives, designed and delivered change management, business transformation, and
communication services including leadership alignment, stakeholder commitment plans,
project management, and implementation strategy. Provided business process analysis impact
analysis, workforce assessment, and readiness activities. Facilitated success modeling,
coached leadership, identified and managed risks and opportunities.
Client: State of Iowa Department of Revenue
Project: CACS-G Revenue Collection System, Role: Training Manager
Project was the implementation of CACS-G tax system for the Iowa’s Department of Revenue.
 Collaborated with client and project team to develop the training plan, managed preparations
of training materials, provided project management, quality control and delivered training.
Client: North Carolina Department of Revenue
Project: CACS-G Revenue Collection and Management System
Role: Business Transformation and Change Management Lead
Project was the redesign of the Tax Revenue Management for North Carolina, ($60M+).
 Provided client consultation on organizational change, communication planning, cultural
realignment, workforce planning and business transformation processes. Worked with team
Llylemorgan@hotmail.com
503-708-7397
3
of executives to design business transformation, identify processes, and prepare solution
strategies. Designed communication methods and change management mitigation strategies,
identified training needs and prepared training materials. Developed policies and procedures.
Client: City of Cleveland, Ohio
Project: Advantage Financial Management System, OCM and Training Lead
 Managed development of business transformation and organizational change planning,
training plans, training materials, training scheduling, training delivery, and service delivery
reorganization. Supervised training subcontractors and lead three client teams including
change management, training, and implementation.
Client: State of Washington Department of Social and Health Services
Project: State Administered Child Welfare Information System (SACWIS), OCM
Implementation Manager
The SACWIS project is a federally-mandated statewide child welfare case management
information system ($50M)
 Responsible for Organizational Change Management, Communications and Implementation
Planning including authorship of key deliverables; Implementation Plan, Change
Management Strategy, Implementation Communication Plan, Service Desk Procedures.
 Conducted stakeholder communication needs analysis and developed knowledge
management strategy. Conducted implementation readiness assessments, gap analysis,
coached and monitored client and stakeholder readiness planning, developed post-
implementation support strategies, and delivered communication and readiness activities.
 Developed and implemented executive decision management and status reporting systems.
State of Washington Department of Aging and Disabilities
Project: Case Management Information System (CMIS), Business Analyst
The Case Management Information System (CMIS) project is a case management information
system to support social service delivery for individuals with disabilities.
 Conducted baseline field assessments, convened stakeholders, created project charter,
conducted business analysis.
University Of Washington Office of Development and Alumni Relations
Role: Assistant Director of Information Management
Duration: January 1999 to June 2004
Worked with University leadership and principal donors ($10mil+) to develop fundraising
strategy and university-wide organizational structure to sustain a $4B+ fundraising campaign.
 Provided project management, business transformation, change management and system
documentation for the development of a donor management system.
 Conducted legislative impact research and developed reports regarding proposed changes in
state and federal tax legislation. Findings and recommendations were successfully adopted.
 Conducted infrastructure analysis for all 32 schools, colleges and programs, and prepared
business transformation plan for each.
 Responsible for operations management, budgeting, purchasing, human resource planning,
recruiting, reclassification, and training for Advancement Information Management Office.
Llylemorgan@hotmail.com
503-708-7397
4
 Project Manager for interface from HRIS Employment database to the Alumni/Donor
Database including business process re-engineering and data migration/conversion strategies.
EDUCATION and Professional Development:
 BA, University of Kansas
PROFESSIONAL DEVELOPMENT:
 Adult Learning Theory/Training
 PROSCI Change Management Certification, Advanced Training
 PMI, PMBOK, Prince 2
Llylemorgan@hotmail.com
503-708-7397
5
July, 2015
Dear Recruiter:
Achieving corporate strategic goals by advancing ideas through to benefits realization is
my specialty. My work is a model for business transformation and organizational change.
I have been especially successful with large organizations who are challenged to meet the
demands of global changes. My work is real world, practical stuff, not theory, and
delivers results.
Your position closely aligns with the expertise I could bring to your
organization. You may be particularly interested in my extensive
experience with large, enterprise initiatives and strategic planning. I
have worked closely with the business to ensure their needs are met,
and they align with IT’s delivery capacity and plans.
Change is constant and unavoidable. It is imperative that organizations
engage change efficiently, without excessive disruption to ongoing
operations. That requires careful planning and techniques to assess the
organization, develop solutions and organize the activities. I have in-
depth knowledge to help make this happen.
I am keenly interested in working with executives, managers and supervisors to identify
their ideas and concerns, and engage them in the business transformation. I am a big
picture thinker with the skillset to manage the details.
I look forward to a conversation about how we might work together.
Sincerely,
Llyle Morgan
Executive Consultant, Business Transformation and Change
Change happens one person at a time.
Large-scale
transformational
initiatives
Founder of international
and regional
professional groups for
organizational change
Experienced with global
management consulting
Broad base of industries
and initiative topics

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Morgan Llyle 7_15 and cover Seattle

  • 1. Llylemorgan@hotmail.com 503-708-7397 1 With more than 20 years in the Information Technology industry, Llyle Morgan is an executive management consultant with specialized expertise in organizational change management, business transformation, and records and information management. Ms. Morgan provides, strategic planning, program development, executive stakeholder alignment, infrastructure analysis, governance, executive coaching and decision support methodologies. She is a founding member of the Association of Change Management Professionals, founder of the Regina Organizational Change Management group, and a recognized leader in the practice. Ms. Morgan has extensive experience with large-scale enterprise-wide projects that incorporate proactive and innovative solutions to address business challenges. Ms. Morgan has been a leader in the development of Project Management Office (PMO) maturity methodologies, Project, Program, and Portfolio Management. Ms Morgan is experienced with Prince 2, PMI and Prosci methodologies as well as process re-engineering, adult learning theory and training. Skills Summary: INDUSTRY TECHNICAL SPECIALIZATION Utilities OCM and PMO Transformation Provincial, State and Local Government OCM, Communication and Facilitation Social Services Process Design Implementation Oil and Gas Training Strategy and Delivery Experience and Achievements: Gimmal, LLC, Director Role: Organizational Change Management and Business Transformation Lead Duration: April 2014 to April 2015 Gimmal Client-Facing Experience Client: Barbados Light and Power, Documentum Upgrade. Role: Trainer  Engagement to provide training prior to the Documentum upgrade. Prepared training materials and delivered classroom training. Client: British Petroleum (BP), Information and Technology PMO Role: Strategic Advisor, OCM Principal Lead  Engagement to provide executive consulting services for IT Management Services toward a more mature approach to business transformation. Lead a business transformation and organizational change initiative including consolidation of external and internal service operations. Established standards, processes and practices for service delivery. Client: Harley Davidson, Information and Technology Services PMO Role: Strategic Advisor, OCM  Engagement to provide executive consulting services for the Records and Information Management Initiative. Provided business transformation and organizational change management consulting, provided recommendations for standards, processes and practices. Conducted strategic planning, analysis and recommendations regarding OCM methodologies.
  • 2. Llylemorgan@hotmail.com 503-708-7397 2 CGI Sr. Consultant Role: OCM and Business Transformation Practice Lead Duration: April 2007-January 2014 Lead the Organizational Change Management practice for all of CGI North America  Provided thought leadership in Management Consulting practice development  Developed practice toolkit in support of standardized methodologies Business Development  Business Development (BD): client relationship development and management, bid responses, written and oral throughout N. America  Executive Briefings and presentations for clients and for the public. Management and Recruiting  Member of the Saskatchewan Business Management Team  Recruited, hired, trained and managed OCM/BT resources CGI Client-Facing Experience Client: SaskPower, Information and Technology Services PMO Role: Strategic Advisor, OCM Centre of Excellence Principal Lead  Engagement to provide executive consulting services for the IT Portfolio Management Office toward a more mature IT Project Management Programme (Prince2 environment). Successfully lead initiative to improve the PMO program from a maturity level of 1 to 3.  Lead a business transformation and organizational change initiative for all PMO projects including IP Telephony, Enterprise Content Management, Enterprise Learning, and numerous other SAP replacement initiatives. Established standards, processes and practices. Conducted strategic planning, analysis and developd a Benefits Management and Realization methodology. Established an OCM Center of Excellence including methodologies and tools. Client: SaskEnergy, Role: Customer Information Solution (CIS), OCM Lead Project is the implementation of a new customer care and billing solution ($21M).  Lead change management strategy, communication and training plans. Consulted with executives, designed and delivered change management, business transformation, and communication services including leadership alignment, stakeholder commitment plans, project management, and implementation strategy. Provided business process analysis impact analysis, workforce assessment, and readiness activities. Facilitated success modeling, coached leadership, identified and managed risks and opportunities. Client: State of Iowa Department of Revenue Project: CACS-G Revenue Collection System, Role: Training Manager Project was the implementation of CACS-G tax system for the Iowa’s Department of Revenue.  Collaborated with client and project team to develop the training plan, managed preparations of training materials, provided project management, quality control and delivered training. Client: North Carolina Department of Revenue Project: CACS-G Revenue Collection and Management System Role: Business Transformation and Change Management Lead Project was the redesign of the Tax Revenue Management for North Carolina, ($60M+).  Provided client consultation on organizational change, communication planning, cultural realignment, workforce planning and business transformation processes. Worked with team
  • 3. Llylemorgan@hotmail.com 503-708-7397 3 of executives to design business transformation, identify processes, and prepare solution strategies. Designed communication methods and change management mitigation strategies, identified training needs and prepared training materials. Developed policies and procedures. Client: City of Cleveland, Ohio Project: Advantage Financial Management System, OCM and Training Lead  Managed development of business transformation and organizational change planning, training plans, training materials, training scheduling, training delivery, and service delivery reorganization. Supervised training subcontractors and lead three client teams including change management, training, and implementation. Client: State of Washington Department of Social and Health Services Project: State Administered Child Welfare Information System (SACWIS), OCM Implementation Manager The SACWIS project is a federally-mandated statewide child welfare case management information system ($50M)  Responsible for Organizational Change Management, Communications and Implementation Planning including authorship of key deliverables; Implementation Plan, Change Management Strategy, Implementation Communication Plan, Service Desk Procedures.  Conducted stakeholder communication needs analysis and developed knowledge management strategy. Conducted implementation readiness assessments, gap analysis, coached and monitored client and stakeholder readiness planning, developed post- implementation support strategies, and delivered communication and readiness activities.  Developed and implemented executive decision management and status reporting systems. State of Washington Department of Aging and Disabilities Project: Case Management Information System (CMIS), Business Analyst The Case Management Information System (CMIS) project is a case management information system to support social service delivery for individuals with disabilities.  Conducted baseline field assessments, convened stakeholders, created project charter, conducted business analysis. University Of Washington Office of Development and Alumni Relations Role: Assistant Director of Information Management Duration: January 1999 to June 2004 Worked with University leadership and principal donors ($10mil+) to develop fundraising strategy and university-wide organizational structure to sustain a $4B+ fundraising campaign.  Provided project management, business transformation, change management and system documentation for the development of a donor management system.  Conducted legislative impact research and developed reports regarding proposed changes in state and federal tax legislation. Findings and recommendations were successfully adopted.  Conducted infrastructure analysis for all 32 schools, colleges and programs, and prepared business transformation plan for each.  Responsible for operations management, budgeting, purchasing, human resource planning, recruiting, reclassification, and training for Advancement Information Management Office.
  • 4. Llylemorgan@hotmail.com 503-708-7397 4  Project Manager for interface from HRIS Employment database to the Alumni/Donor Database including business process re-engineering and data migration/conversion strategies. EDUCATION and Professional Development:  BA, University of Kansas PROFESSIONAL DEVELOPMENT:  Adult Learning Theory/Training  PROSCI Change Management Certification, Advanced Training  PMI, PMBOK, Prince 2
  • 5. Llylemorgan@hotmail.com 503-708-7397 5 July, 2015 Dear Recruiter: Achieving corporate strategic goals by advancing ideas through to benefits realization is my specialty. My work is a model for business transformation and organizational change. I have been especially successful with large organizations who are challenged to meet the demands of global changes. My work is real world, practical stuff, not theory, and delivers results. Your position closely aligns with the expertise I could bring to your organization. You may be particularly interested in my extensive experience with large, enterprise initiatives and strategic planning. I have worked closely with the business to ensure their needs are met, and they align with IT’s delivery capacity and plans. Change is constant and unavoidable. It is imperative that organizations engage change efficiently, without excessive disruption to ongoing operations. That requires careful planning and techniques to assess the organization, develop solutions and organize the activities. I have in- depth knowledge to help make this happen. I am keenly interested in working with executives, managers and supervisors to identify their ideas and concerns, and engage them in the business transformation. I am a big picture thinker with the skillset to manage the details. I look forward to a conversation about how we might work together. Sincerely, Llyle Morgan Executive Consultant, Business Transformation and Change Change happens one person at a time. Large-scale transformational initiatives Founder of international and regional professional groups for organizational change Experienced with global management consulting Broad base of industries and initiative topics