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...Equity, 5) Multi-Generational Workplace Dynamics, 6) Maximizing Team Engagement and Performance,...

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A global facilitation, coaching, consulting, project management, and optimization company that provides enterprise-wide, result-oriented, high-impact strategic solutions that improves people, processes and performance. DUNS: 056807005 CAGE: 7Q8R1 NAICS CODES: 611430 – Professional and Management Development Training 541612 – Human Resource Consulting Services 541611 – General Management Consulting Services 611710 – Educational Support Services INSTITUTE CERTIFICATIONS: 'LVDGYDQWDJHG %XVLQHVV (QWHUSULVH '%( &HUWLÀHG 0LQRULW\ %XVLQHVV (QWHUSULVH 0%( &HUWLÀHG :RPHQ %XVLQHVV (QWHUSULVH :%( &HUWLÀHG 3HUVRQV ZLWK 'LVDELOLWLHV %XVLQHVV (QWHUSULVH 3'%( &HUWLÀHG +RXVWRQ 0HWURSROLWDQ 7UDQVLW $XWKRULW\ &HUWLÀHG +LVWRULFDOO\ 8QGHUXWLOL]HG %XVLQHVV +8% &HUWLÀHG :RPHQ2ZQHG 6PDOO %XVLQHVV :26% &HUWLÀHG 6%$ • Economically Disadvantaged Women-Owned Small Business (ED WOSB) :RPHQ %XVLQHVV (QWHUSULVH $OOLDQFH :%($ &HUWLÀHG • Women’s Business Enterprise National Council (WBENC) Approved CONTACT: Dr. Laureen Wishom, CEO Institute for Leadership, Success & Health LLC 1623 Rockin Drive Houston, Texas 77077 Staff Size: 5 www.LeadershipSuccessHealth.com Email: [email protected] Cell Phone: 281.507.1919 Business: 281.584.0348 Fax: 281.584.0355
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Page 1: ...Equity, 5) Multi-Generational Workplace Dynamics, 6) Maximizing Team Engagement and Performance, 7) Interpersonal and Soft Skills, 8) Effective Customer Service, 9) Best and Next

A global facilitation, coaching, consulting, project management, and optimization company that provides enterprise-wide, result-oriented, high-impact

strategic solutions that improves people, processes and performance.

DUNS: 056807005 CAGE: 7Q8R1

NAICS CODES:611430 – Professional and Management Development Training541612 – Human Resource Consulting Services541611 – General Management Consulting Services611710 – Educational Support Services

INSTITUTE CERTIFICATIONS:

��'LVDGYDQWDJHG�%XVLQHVV�(QWHUSULVH��'%(��&HUWLÀHG��0LQRULW\�%XVLQHVV�(QWHUSULVH��0%(��&HUWLÀHG��:RPHQ�%XVLQHVV�(QWHUSULVH��:%(��&HUWLÀHG��3HUVRQV�ZLWK�'LVDELOLWLHV�%XVLQHVV�(QWHUSULVH��3'%(��&HUWLÀHG��+RXVWRQ�0HWURSROLWDQ�7UDQVLW�$XWKRULW\�&HUWLÀHG��+LVWRULFDOO\�8QGHUXWLOL]HG�%XVLQHVV��+8%��&HUWLÀHG��:RPHQ�2ZQHG�6PDOO�%XVLQHVV��:26%��&HUWLÀHG���6%$�• Economically Disadvantaged Women-Owned Small Business (ED WOSB)��:RPHQ�%XVLQHVV�(QWHUSULVH�$OOLDQFH��:%($��&HUWLÀHG• Women’s Business Enterprise National Council (WBENC) Approved

CONTACT: Dr. Laureen Wishom, CEO Institute for Leadership, Success & Health LLC 1623 Rockin Drive Houston, Texas 77077

Staff Size: 5

www.LeadershipSuccessHealth.com

Email: [email protected] Cell Phone: 281.507.1919 Business: 281.584.0348 Fax: 281.584.0355

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Institute for Leadership, Success & Health LLC Page 2

Table of Contents

About the Institute . . . . . . . . . . . . . . . . . . . . . . . . . 3

Offerings . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-6

Impact and Results . . . . . . . . . . . . . . . . . . . . . . . . .7-8

Abbreviated Past Performance List . . . . . . . . . . . . . . . . . . 9

7HDP�/HDGHUVKLS�&HUWLÀFDWLRQV . . . . . . . . . . . . . . . . . . . . 10

7HDP�/HDGHUVKLS�4XDOLÀFDWLRQV . . . . . . . . . . . . . . . . . .11-15

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About the Institute

The Institute for Leadership, Success & Health LLC is a team of highly skilled professionals whose combined experience totals over 75 years. Referred to as Team Leadership, we serve six principal client sectors: Government/Military, Corporate (energy and manufacturing), Non-3URÀW��+HDOWKFDUH��(GXFDWLRQ�DQG�6PDOO�%XVLQHVV��

AREAS OF EXPERTISETeam Leadership’s expertise lies in: 1) Training and Development, 2) Process and Performance Improvement, 3) Strategic Leadership, Planning and Execution, 4) Diversity, Inclusion and Equity, 5) Multi-Generational Workplace Dynamics, 6) Maximizing Team Engagement and Performance, 7) Interpersonal and Soft Skills, 8) Effective Customer Service, 9) Best and Next 3UDFWLFHV������0RQLWRULQJ�DQG�&RPSOLDQFH��DQG�����0HGLDWLRQ�DQG�&RQÁLFW�5HVROXWLRQ���

WHAT MAKES US DIFFERENTWe partner with our clients to ensure that we understand their culture, challenges, and expected outcomes by:

1. Achieving each client’s goals for engagement by applying strategy, processes and technology in our areas of expertise.

2. Reinforcing our client’s culture for performance improvement and growth, by utilizing a variety of in-house developed learning styles, presentation approaches and mixed instructional models.

3. Obtaining measurable and transformational bottom-line results for our clients by providing custom and off-the-shelf programs and resources that employ our proprietary business process.

4. Providing our clients with effective programs and services delivery that utilizes our branded leadership, success and health business model.

5. Answering our client’s needs for ‘leading change, leading people and leading outcomes’ through our customized protocols and measurable results.

We also differentiate by applying a three-prong schematic that is the cornerstone for successful delivery:

• Leadership: A dedicated team with a global mindset, industry knowledge, the right initiatives, strategies and solutions for each client project.

• Success: A team comprised of the right experts, with the right business and interpersonal skills to maximize the value of every program and/or service offered.

• Health: A culture-focused productivity approach based on creating a healthy collaborative relationship with our clients and partners as well as implementing KHDOWK\��FOLHQW�VSHFLÀF�FXOWXUH�EDVHG�SURGXFWV�DQG�VHUYLFHV�WKDW�EULQJV�D�SRVLWLYH�impact to the bottom line.

We are dedicated to continuing our legacy of high performance, value-add, and unparalleled commitment by connecting with our clients to integrate cutting-edge training and development strategies, techniques, models and systems that will produce a revenue-rich portfolio of innovative solutions and advanced business management outcomes.

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Institute for Leadership, Success & Health LLC Page 4

Offerings

The Institute for Leadership, Success & Health LLC’s (the Institute) services includes a wide array of offerings and solutions that are designed to bring transformational change at the individual contributor, team, leader, and organization levels.

The Institute’s facilitators are collectively known as Team Leadership. Team Leadership’s goal is to gain a sound understanding of each client’s culture and core values, competencies and need requirements in order to successfully execute strategic training and development initiatives.

The below offerings are from our custom and off-the-shelf programs that encompass our proprietary leadership, success and health business process model; employee development model; training and development framework, and our curriculum design approach.

LEADERSHIP DEVELOPMENTProvide leaders with unique strategies and approaches to lead change, lead people and drive results.

• Performance Barriers, Management Practices and Sustainability• Maintaining Team Member Engagement• Leadership Agility, Behaviors, and Core Functions• Leading in a Multi-Cultural, Multi-Generational Work Environment• Decision Making, Strategic Thinking and Tactical Planning • Internal and External Alliances and Business Acumen• Professional Integrity, Business Ethics and Best/Next Practices • Interpersonal Communication Skills, Effective Listening Strategies and Relationship Building�� $VVHVVPHQW��6WUHQJWKVÀQGHU�����5HVXOWV�

DIVERSITY, INCLUSION AND EQUITYTo quote our Diversity Policy: “We believe that there are no minimum standards for diversity; but there must be an effective diversity strategy that covers equity and inclusion and goes beyond the legal requirements; works to add value to any organization, as well as contribute to all employees’ well being and engagement. It’s that simple!”

• Workplace Ethics• Cultural Diversity, Inclusion Dilemmas and Successful Outcomes• Cross-Culture Communication Tactics• Creating Work Environments of Inclusion and Equity• Communication Skills for Handling Differences in the Workplace

EXECUTIVE PRESENCEUtilizing strategies for demonstrating exceptional leadership capabilities (internally and externally) while maximizing professional and organizational goals.

• Achieving Executive Impact• Essential Elements of Executive Presence• Personal Branding, Executive Leadership, and Long-Term Growth Strategies • Setting and Implementing ‘Stretch’ Goals• Active Listening Techniques versus Just Hearing Techniques• Delegation Strategies• Executive Summary, Communication Styles and Leadership Story • Assessment (Leadership Effectiveness Analysis)

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EXECUTIVE PRESENCE IMPACT (EPI) ROUNDTABLECombines a mix of skills that lead to continuous upward mobility and broadening of organizational impact.

• Achieving Executive Presence and Impact• The Expressive Dimensions of Presence• Improvement Tactics and Positioning• Developing the EPI Blueprint• Productivity Strategies and Effective Work Habits• Stress and Time Management• Personal Effectiveness and Communication Styles• Leadership Essentials and Body Language• High Performance Daily Practices

EXECUTIVE COACHINGCustomized to increase performance levels, interpersonal skills approaches and implementation of organizational values and culture.

• Coaching Assignments and Shadowing• Critical Leadership Competencies• Stewardship and Building a Legacy • Leadership Styles, Effectiveness and Personal Growth Strategies• Maximizing Team Member Capabilities• Creating a Coachable Community�� &RQÁLFW�0DQDJHPHQW�6NLOOV�� $VVHVVPHQW��6WUHQJWKVÀQGHU�����

MANAGING CHANGEProvides the strategies for orchestrating breakthrough thinking, achieving shared purpose, and the tactics for purpose-driven change and results.

• Identifying Core Mission Priorities• Capitalizing on Team Capabilities• Best Practices for Leading Change• Understanding Commitment and Maintaining Organizational Momentum• Cultural Alignment and Performance Optimization• Enterprise-Wide Turnaround Management, Renewal and Restructuring• Overcoming Resistance to Change

TEAM MEMBER DEVELOPMENTApproaches for maintaining team growth, promotion of the organization’s marketplace differentiation and productivity improvement.

• Stages of Team Development and Engagement• Delegation Strategies and Productivity Improvement• Capitalizing on Team Member Competencies• Finding and Developing Hidden Leaders• Leveraging the Impact of Professional Growth• Maximizing Team Members’ Knowledge, Skills and Abilities (KSA)• Understand Learning Styles and Learning Differences

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LEVERAGING A MULTI-GENERATIONAL WORKPLACEDesigned for leaders who are challenged with leading a multi-generational employee base.

• Key Challenges of Leading Multi-Generational Workforces• Workplace Ethics/Commitment to a Multi-Generational Workforce• Communicating with Gender-Different Employees• Maximizing Mentor and Protégé Relationships• The Differences in the Workplace – Boomers, Gen X, Y (Millennials), and Z

MANAGING WORKPLACE CONFLICT)RU�OHDGHUV�ZKR�DUH�LQ�QHHG�DGGLWLRQDO�WRROV�DQG�DSSURDFKHV�IRU�PDQDJLQJ�FRQÁLFW�LQ�WKH�workplace.

�� &RQÁLFW�0DQDJHPHQW�6W\OHV�� 7\SHV�RI�:RUNSODFH�&RQÁLFW�� 6WHSV�WR�5HVROYLQJ�&RQÁLFW�� +DQGOLQJ�WKH�$IWHUPDWK�RI�:RUNSODFH�&RQÁLFW• Utilizing Mediation Strategies in the Workplace

OPERATION AND SYSTEMS PROCESS IMPROVEMENTCompanies and leadership teams who require a complete systems review, process management implementation, or change management consulting.

• Business Strategy, Formulation and Execution• Enterprise and Business Transformation• Productivity and Performance Improvement• Enterprise Programs and Project Management• Mergers & Acquisitions Activities • Business Process Solutions• Balanced Scorecard and Lean Six Sigma Strategies

DELIVERY OF PROGRAMS AND SERVICESIn summary, the Institute offers pre-packaged and customized programs and services that can be delivered in the following formats:

• Seminars, Workshops and Retreats (on- and off-site)• Coaching (individual and group)• Personal Development Gatherings• Overall Organizational Consulting• Webinars and Forums• Conferences, Keynote, and Breakout Sessions

Leading Change. Leading People. Leading Outcome.

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Impact & Results

DR. LAUREEN WISHOM• Instrumental in providing the documentation that secured $10 million in a three-month time IUDPH�IRU�D�QRQ�SURÀW�RUJDQL]DWLRQ�

��&RQVXOWLQJ�&)2�IRU�D�ODUJH�QRQ�SURÀW�RUJDQL]DWLRQ�GHHPHG�DV�¶LQ�FRPSOLDQFH·�ZLWK�*$$3�VWDQGDUGV�DQG�DSSURYHG�E\�DQ�RXWVLGH�EOXHERRN�FHUWLÀHG�DXGLWRU�

��'HYHORSHG�VLWH�VSHFLÀF�RSHUDWLRQDO�PHDVXUHV�WKDW�LQFUHDVHG�SURGXFWLYLW\�E\�����LQ�WKH�ÀUVW�30 days after implementation.

• Negotiated an outside training contract for a major hospital that resulted in a $1 million dollar annual saving.

• Crafted internal compliance strategies that moved a charter school from the red to the black in one school year.

• Created coaching and cutting edge board development programs and interventions ZLWK�PHDVXUDEOH� UHVXOWV� IRU�PDMRU� QRQ�SURÀWV� UHVXOWLQJ� LQ� H[FHHGLQJ� IXQGUDLVLQJ� WDUJHWV��streamlining operations and receiving increased client satisfaction ratings.

• Contributed to the improved operations, cost reductions and overall performance that UHVXOWHG�LQ�D�����RYHUDOO�RSHUDWLRQDO�VDYLQJV�IRU�D�PDMRU�HQHUJ\�FRPSDQ\�

�� $WWDLQHG������VFRUH�DSSURYDO�RI�FKDUWHU�VFKRRO�5)3·V�VXEPLWWHG�WR�WKH�6WDWH�RI�7H[DV�IRU�funding under the Department of Education.

• Trained over 10,000 participants in health management topics over a four-year period that was funded by a federal agency.

DR. GERALD A. TURNER • Implemented corporate performance management systems using balanced score card,

sales and operational planning, lean manufacturing and six sigma in oil/gas, chemicals, SODVWLFV��SKDUPDFHXWLFDOV�DQG�ELRPHGLFDO�HTXLSPHQW�PDQXIDFWXUHUV� UHVXOWLQJ� LQ�D�����sustainable cost reduction through enterprise process value mapping.

�� 3URGXFHG� EXVLQHVV� EHQHÀWV� VWXGLHV� IRU� SURFXUHPHQW� RI� PDMRU� ,7� V\VWHPV�� $FKLHYHG�DYHUDJH�RSHUDWLRQDO�HIÀFLHQFLHV�UDQJLQJ�IURP�����WR�����SHU�FOLHQW�HQJDJHPHQW���&OLHQW�engagement performance rankings averaged 4.7 (scale 1-5) with 5 representing optimum delivery performance.

• Provided consulting intervention to large chemicals manufacturers and oil/gas exploration companies in support of corporate M&A activities including business, processes, systems and organizational change management. Developed business process solutions resulting LQ�VDYLQJV�RI�RYHU�����RI�DQQXDO�RSHUDWLQJ�FRVWV�

• Formulated and applied systematic approaches to business systems and infrastructure to help companies, foreign ministries and government agencies on 5 continents to realize WKH�ÀQDQFLDO��HFRQRPLF��EXVLQHVV�SHUIRUPDQFH�DQG�SURGXFWLYLW\�LPSURYHPHQW�EHQHÀWV�RI�their strategic plans and operational goals.

• Developed and implemented strategic corporate performance management systems using the Balanced Scorecard, Sales and Operational Planning, Lean Six Sigma, Operations Research, Predictive Analytics, Business Model Innovation, Continuous Process

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Institute for Leadership, Success & Health LLC Page 8

Improvement and Enterprise & Business Transformation in oil and gas, chemicals, plastics, pharmaceuticals, biomedical equipment, and high-tech manufacturing resulting in a DYHUDJH�VXVWDLQDEOH�FRVW�UHGXFWLRQV�UDQJLQJ�IURP����WR�����WR�WKH�ERWWRP�OLQH��

• Developed, implemented and deployed business and enterprise transformation system IRU�0DOD\VLD�$LUOLQHV�FRQWULEXWLQJ�VLJQLÀFDQW�LPSURYHPHQWV�LQ�RSHUDWLQJ�DQG�PDLQWHQDQFH�FRVW�UHGXFWLRQV�������\LHOG�PDQDJHPHQW�������SURÀWDELOLW\���������

MS. CHRISTINE GLASCO�� 0DQDJHG�RSHUDWLRQV��VHUYLFH�GHOLYHU\�DQG�SURÀWDELOLW\�IRU�WZR�H[HFXWLYH�FDUHHU�WUDQVLWLRQ�

consulting facilities, and had P&L accountability for the annual revenue budget; grew year-over-year sales from $1.9MM to $11MM in 4 years.

�� &RDFKHG� FRUSRUDWH� RIÀFHUV� DQG� H[HFXWLYH� OHDGHUV� IURP� PXOWLSOH� LQGXVWULHV� WKURXJK�successful career transition, restructuring and downsizing. Shepherded clients through business reviews, industry surveys, competitive analysis, compensation/employment contract negotiations, and business plan development.

• Increased the attendance in corporate-sponsored development programs by an HVWLPDWHG������

• Consulted with division presidents to identify organization growth and management development needs. Designed a state of the art management and executive development curriculum and built a strategy to provide organization development programs and services for a pharmaceutical/consumer products corporation.

• Designed, facilitated and evaluated numerous team member and leadership development programs across the U.S., in Italy and Switzerland.

DR. BARBARA SUNDERLAND MANOUSSO�� )RUPHG�D�FRQÁLFW�UHVROXWLRQ�QHWZRUN�ZLWK�DQ�LQWHUQDWLRQDO�SDQHO��� ����\HDUV�DV�D�VRXJKW�DIWHU�FRQÁLFW�UHVROXWLRQ�DQG�DUELWUDWLRQ�H[SHUW�LQ����FRXQWULHV�• Facilitated over 3,000 training hours for more than 17,000 participants.

MR. GREG SHELLEY • Recruited, managed, developed, and maintained a diverse team of 45+ individuals in a

variety of occupations, including 5 fellow managers, while delivering a revolutionary new television ratings system to the Houston market; completed the estimated 24-month, $5M project in 18 months and almost $500,000 under budget.

�� &UHDWHG� WKH� ÀUVW� IRUPDO� WUDLQLQJ� SURJUDP� IRU� RIÀFH� VWDII�� ZKLFK� DOORZHG� IRU� WLHUHG�development, accountability and empirical recognition of skills advancement. The WUDLQLQJ�SURJUDP�ZDV�ODWHU�DGRSWHG�E\�PXOWLSOH�ÀHOG�RIÀFHV�DFURVV�WKH�86�

�� $WWDLQHG�WHFKQLFDO�H[SHUWLVH�ZLWKLQ�WKH�ÀUVW�\HDU�DOORZLQJ�IRU�SURPRWLRQ�WR�D�5HJLRQDO�6:$7�Representative, eventually traveling the western region of the country troubleshooting some of the most complicated audio/video setups and training others on the solutions.

�� ,QFUHDVHG�WKH�QXPEHU�RI�FHUWLÀHG�YROXQWHHUV�UHSRUWLQJ�DFWLYLW\�LQ�ÀUVW�\HDU�IURP����WR������D������LPSURYHPHQW�

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Institute for Leadership, Success & Health LLC Page 9

Abbreviated Past Performance

Below is an abbreviated list of our past client engagements where we have served as both prime and subcontractor.

ROLE

Prime

Prime

Prime

Prime

Sub

Sub

CONTRACTING ENTITY’S NAME

Department of Aging and Disability Services (DADS)

Texas Department of Agriculture

Texas Workforce Commission (TWC)

Food & Agriculture Organization of the United Nations (FAO)

Global Pharmaceutical Company

Major Human Resources Consulting Company

SCOPE OF WORK

Provided facilitation, training, and support services to aging men and women and individuals with physical challenges.

Provide program management, training and compliance in a collaborative capacity as a nutrition sponsor to child and adult daycare centers.

Facilitated training programs for workplace advancement.

Provided performance coaching for the organization’s top talent.

Lecturer/facilitator and presenter at the 2nd and 3rd Annual Institute for Biomedical Research Postdoctoral Fellow Retreat (Venice, Italy and Basel, Switzerland).

Designed a six-month leadership development curriculum for a major energy company, including delivering a series of seminars while creating a three-month back-on-the-job Action Learning process.

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Team Leadership’s Certifications

0\HUV�%ULJJV�7\SH�,QGLFDWRU��0%7,��&HUWLÀHG/HDGHUVKLS�(IIHFWLYHQHVV�$QDO\VLV�����&HUWLÀHG&HUWLÀHG�0DQDJHPHQW�&RQVXOWDQW�&0&®

3HUVRQDO�'LUHFWLRQV�&HUWLÀHGBalanced Scorecard Strategic Systems7KH�$OWHUQDWLYH�%RDUG�&HUWLÀHG�)DFLOLWDWRU

Strategic Business Leadership Coach',6&�)DFLOLWDWRU�&HUWLÀHG

Strategic Leadership Development Facilitator & Trainer&RUSRUDWH�&RDFKLQJ�6NLOOV�)DFLOLWDWRU�&HUWLÀFDWLRQ

&HUWLÀHG�([HFXWLYH�&RDFK&HUWLÀHG�6WUDWHJLF�0DQDJHU�&60

%RDUG�'HYHORSPHQW��*RYHUQDQFH�&HUWLÀFDWLRQ3URGXFWLYLW\�(GXFDWLRQ�&HUWLÀFDWLRQ

Strategic Planning and ManagementBusiness Dynamics and Transformation

&HUWLÀHG�3URJUDP�0DQDJHU�&300DVWHU�3URIHVVLRQDO�7UDLQHU�&HUWLÀFDWLRQ

Registered Professional Engineer PE®

Strategic Programs and Project ManagementLean Six Sigma

(WKLFV�&HUWLÀFDWLRQ&RQÁLFW�&RDFK�5HVROXWLRQ�&RDFK

&RQÁLFW�'\QDPLF�3URÀOH�&HUWLÀHG�&RQVXOWDQW&HUWLÀHG�$UELWUDWRU&HUWLÀHG�0HGLDWRU

&HUWLÀHG�2PEXGVPDQ&HUWLÀHG�%HQHÀWV�&RXQVHORU

0HQWDO�+HDOWK�)LUVW�$LG�&HUWLÀHG7UDLQ�WKH�7UDLQHU�&HUWLÀFDWLRQ

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Dr. Laureen Wishom

A seasoned, global solution-focused, multi-faceted inclusive leader, facilitator and coach. Highly versatile with the ability to oversee and DFFHOHUDWH�PXOWLSOH�SURMHFWV�FRXSOHG�ZLWK�ÀIWHHQ�\HDUV�RI�FRPELQHG�leadership and operations management experience in the JRYHUQPHQW�� FRUSRUDWH�� EXVLQHVV� DQG� QRQ�SURÀW� VHFWRUV�� ([SHUWLVH�includes training and development, leadership development, FRQÁLFW� UHVROXWLRQ�� PHGLDWLRQ�� FKDQJH�PDQDJHPHQW�� DQG� DFWLYH�communication and listening skills. Background includes developing cultural competencies, managing and implementing best/next practices in diversity, inclusion and equity.

PROFESSIONAL EXPERIENCEInstitute for Leadership, Success & Health LLC - Houston, TX 2000 – present(formerly Masterpiece Solutions LLC)CEO, Facilitator, Master Strategist & Mediator

EDUCATION • Ph.D. – Psychology and Christian Counseling • Master of Arts – Psychology and Sociology • Bachelor of Arts – General Education

Prepare and provide instructional learning materials in basic/advanced leadership skills and problem solving skills and techniques.Develop and facilitate leadership development and team building programs for VPDOO�EXVLQHVVHV��QRQ�SURÀWV�DQG�FDUHHU�SURIHVVLRQDOV�&RQVXOW�WR�HQWLWLHV�RQ�ÀQDQFLDO�DQG�VWUDWHJ\�PDQDJHPHQW��DQG�EHVW�QH[W�SUDFWLFHV�for long-term growth and overall success.Assist clients in implementing enterprise-wide process improvement strategies and systems for performance improvement and time management tactics.Advise entities on building strategic approaches that helps to achieve their vision, mission, workplace and business objectives.&ROODERUDWH�ZLWK�HQWLWLHV�WR�UHVROYH�WHDP�LQHIÀFLHQFLHV�WKURXJK�SURDFWLYH�VROXWLRQV�and ongoing coaching, mentoring, leadership and group bonding activities.Create and deliver presentations to companies, organizations, community DJHQFLHV�DQG�VFKRRO�V\VWHPV�WKDW�IRFXV�RQ�FRQÁLFW�UHVROXWLRQ��ZRUNSODFH�EDODQFH��and personal and professional development. Keynote and conference speaker on growth-inspiring topics: executive presence, maximizing leadership prowess, professional growth and building effective teams.Assure program quality and organizational stability through development and implementation of standards and controls, systems, policies and procedures, and regular evaluation.Use mediation techniques (corporate/business setting), to facilitate communication EHWZHHQ�SDUWLHV�DQG�UHVROYH�FRQÁLFWV�

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Dr. Gerald Turner

Versatile, highly accomplished senior executive with more than 35 years of experience in executive and general management, management consulting, enterprise transformation, corporate performance management, strategy formulation and implementation, business development and high-impact solutions delivery. Demonstrated executive leadership and operations management experience with major Fortune 500 companies and global consulting experience with several former

%LJ���PDQDJHPHQW�FRQVXOWLQJ�ÀUPV��'HYHORSHG�DQG�GHOLYHUHG�VXVWDLQDEOH��KLJK�LPSDFW��business solutions for domestic and international clients in 80 countries on 6 continents. United States Navy military veteran, Visiting Professor and Guest Lecturer in Executive MBA and MBA programs throughout the US and abroad.

PROFESSIONAL EXPERIENCEInstitute for Leadership, Success & Health LLC - Houston, TX 2016 – present(formerly Masterpiece Solutions LLC)Team Leadership Facilitator

• As CEO and managing partner, senior management consultant and business DGYLVRU�ZLWK�D�JOREDO�EXVLQHVV�DGYLVRU\�DQG�FRQVXOWLQJ�VHUYLFHV�ÀUP��GHOLYHUHG�KLJK�impact, evidence-based solutions to complex business problems.

• Applies a cost-effective methodology to assist clients in identifying critical issues, VROYLQJ�FRPSOH[�GHÀFLHQFLHV�DQG�LPSOHPHQWLQJ�VXVWDLQDEOH�KLJK�LPSDFW�VROXWLRQV�

• Provided performance management and improvement training and solutions that JUHDWO\�LPSDFWHG�RUJDQL]DWLRQDO�SHUIRUPDQFH�UDQJLQJ�IURP���WR�����

• Delivered consulting intervention to large chemicals manufacturers and oil & gas exploration companies in support of corporate M&A activities and developed EXVLQHVV�SURFHVV�VROXWLRQV�UHVXOWLQJ�LQ�VDYLQJV�RI�RYHU�����RI�DQQXDO�RSHUDWLQJ�FRVWV�

• Spearheaded economic development programs in The Americas, Europe, the 0LGGOH�(DVW��$VLD��$IULFD��3DFLÀF�5LP��0H[LFR��DQG�&DULEEHDQ�%DVLQ��

• Directed major international programs for advanced electronics, intelligence, surveillance and reconnaissance communications and information technology initiatives with a program budget of $94 million.

• Delivered business productivity and performance optimization strategies and solutions for major Fortune 500 clients in chemicals and process-based industries.

EDUCATION • Ph.D. - Operations Research & Industrial Systems Management • Post-Doctoral Fellowship - Business & Systems Dynamics • Executive MBA - Enterprise Systems Management / Operations Research • Master of Science - Industrial Systems Engineering & Management• Bachelor of Science - Mechanical Engineering• Bachelor of Science - Electrical Engineering

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Institute for Leadership, Success & Health LLC Page 13

Ms. Christine M. Glasco

Management and operations leader with Fortune 500 corporations, university and HR consulting company experience. An acknowledged training and development facilitator, experienced in training strategy, needs assessment, program design, delivery and assessing training impacts on organizational goals. Specialties include identifying training program solutions that provide a fully integrated culture-focused offering. Possesses a training program design and facilitation background in leadership development and agility; building effective WHDPV�� PDQDJLQJ� FRQÁLFW�� SUREOHP� VROYLQJ�PDNLQJ� VWUDWHJLF�decisions; employee development, and change management expertise. Experienced in delivering executive coaching, a wide variety of talent acquisition/development programs and next gen

team effectiveness/multi-cultural awareness programs. Created and delivered numerous development programs in the United States, Puerto Rico, Italy and Switzerland.

PROFESSIONAL EXPERIENCEInstitute for Leadership, Success & Health LLC - Houston, TX 2000 – present(formerly Masterpiece Solutions LLC)Team Leadership Facilitator

• Deliver leadership coaching programs focused on leader effectiveness, strategic leadership, building team member capabilities and managing change for JRYHUQPHQW��VPDOO�EXVLQHVV��QRQ�SURÀWV�FRPPXQLW\�EDVHG�RUJDQL]DWLRQV�DQG�corporations.

• Develop short- and long-term training and leadership development programs based on organizational needs assessments and growth strategies.

• Design management development curriculum components for module and seminar length delivery options.

• Facilitate training programs focusing on leadership, problem solving, employee development, multi-cultural communication, and the impact of creating and ‘living’ by individual, team and organization mission and vision statements.

• Initiate a management development curriculum and build interconnecting strategies to provide organization development programs and services.

• Create case studies, problem scenarios, and a variety of exercises designed to maximize personal growth and leadership development.

• Research, design and utilize a wide array of tools, assessment instruments, games, exercises, multi-media, creative interventions, etc., to encourage participant learning.

• Design action learning and back-on-the-job extended learning (post-program) options to supplement training program effectiveness.

• Provide personal and leadership coaching for managers, leaders and key personnel desiring to increase leadership effectiveness, professionals and leaders in transition, leaders needing to unify their employees or implement culture changes, and leaders needing to reengage the employee base.

EDUCATION • Master of Arts – Administration/Organization Development • Bachelor of Arts – Pre-professional Social Work/Sociology

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Institute for Leadership, Success & Health LLC Page 14

Dr. Barbara Sunderland Manousso

&HUWLÀHG� LQWHUQDWLRQDO� PHGLDWRU�� DUELWUDWRU�� IDFLOLWDWRU�� QHJRWLDWRU��and ombudsman with over 3,000 hours of training, teaching, and ����\HDUV�DV�D�VRXJKW�DIWHU�FRQÁLFW�UHVROXWLRQ�DQG�DUELWUDWLRQ�H[SHUW��Comprehensive background and experience in intercultural and multicultural communication.

1DPHG�DV�3UHVLGHQW�RI�WKH�$VVRFLDWLRQ�RI�&RQÁLFW�5HVROXWLRQ�+RXVWRQ�Chapter (ACR) and serves on the ACR Public Policy Board. Heads D�WKULYLQJ�PHGLDWLRQ�DQG�DUELWUDWLRQ�FHUWLÀFDWLRQ�WUDLQLQJ�SUDFWLFH���Holds an Editorial Advisory Board position with the ACResolution 0DJD]LQH�� DQG� VHUYHV� DV� FR�FKDLU� RI� WKH� $VVRFLDWLRQ� RI� &RQÁLFW�Resolution Healthcare Section.

PROFESSIONAL EXPERIENCEInstitute for Leadership, Success & Health LLC - Houston, TX 2016 – present(formerly Masterpiece Solutions LLC)Team Leadership Facilitator

���'HVLJQ��IDFLOLWDWH�DQG�GHOLYHU�FRQÁLFW�UHVROXWLRQ��PHGLDWLRQ��DUELWUDWLRQ��GLYHUVLW\��inclusion, cross-cultural communications and collaborative law training programs.

�� &UHDWH�WUDLQLQJ�SURJUDP�FXUULFXOXP�FRPSRQHQWV�LQ�FRQÁLFW�UHVROXWLRQ��IRU�PRGXOH�and seminar length delivery options.

Manousso Mediation and Arbitration, LLC – Houston, TX 1993 - present• Trainer and lecturer on basic and advanced mediation, culture and managing FRQÁLFWV�

• Contract mediator for the Federal Occupational Health Association / Transportation Security Administration (TSA) for Equal Employment Opportunity cases.

• Contract mediator for the Houston Police Department’s Community Dispute Program.

• Contract mediator for National Mediation Services, Mediator Network, CLL Services, CFR Center for Resolution, and Elder Care Decisions.

• Arbitrator for the Better Business Bureau and Ford Motor Company, National Dispute Settlement Board, and RV Association.

• Facilitator and trainer specializing in training and certifying consultants in mediation and arbitration.

• Experienced in consumer, commercial, family, eldercare, children’s protective services, divorce, workplace, labor, environmental, real estate, condemnation, eminent domain, and contract mediation.

• Volunteer family mediator for the Harris County Dispute Resolution Center.

EDUCATION � ��3K�'��²�+XPDQLWLHV�DQG�6RFLDO�6FLHQFHV��&RQÁLFW�$QDO\VLV��5HVROXWLRQ • Master of Public Health – Community/Family Health • Bachelor of Arts – Journalism and Semiotics (Intercultural Communications)

Page 15: ...Equity, 5) Multi-Generational Workplace Dynamics, 6) Maximizing Team Engagement and Performance, 7) Interpersonal and Soft Skills, 8) Effective Customer Service, 9) Best and Next

Institute for Leadership, Success & Health LLC Page 15

Mr. Greg Shelley

United States Air Force veteran responsible for overseeing the ongoing training and development of fellow airmen (Squadron Training 1&2��� /RQJ�WHUP� FDUH� RPEXGVPDQ� FHUWLÀHG� LQ� PHGLDWLRQ� DQG�Mental Health First Aid with extensive experience in problem solving, FRQÁLFW� UHVROXWLRQ� DQG� FRPPXQLW\� RXWUHDFK�� 'LYHUVH� EDFNJURXQG�includes over 35 years of professional development, including more than 20 years as a mentor and trainer and over 15 years of business management. Expertise includes staff and volunteer recruitment and development, customer service, and problem analysis and resolution. Provided hundreds of consultations and created and delivered many educational presentations to a variety of audiences.

PROFESSIONAL EXPERIENCEInstitute for Leadership, Success & Health LLC - Houston, TX 2016 – present(formerly Masterpiece Solutions LLC)Team Leadership Facilitator

���'HVLJQ��IDFLOLWDWH�DQG�GHOLYHU�FRQÁLFW�UHVROXWLRQ��PHGLDWLRQ��DUELWUDWLRQ��GLYHUVLW\��inclusion, cross-cultural communications and collaborative law training programs.

�� &UHDWH�WUDLQLQJ�SURJUDP�FXUULFXOXP�FRPSRQHQWV�LQ�FRQÁLFW�UHVROXWLRQ��IRU�PRGXOH�and seminar length delivery options.

Staff Ombudsman/Volunteer Coordinator 2010 - presentHarris, Fort Bend, Waller Counties

• Recruit, train, and retain long-term volunteers for the Long-Term Care Ombudsman Program.

• Make rounds to area nursing homes and assisted living facilities to investigate complaints, solve problems, mediate disputes, and generally advocate for the ULJKWV�DQG�LQWHUHVWV�RI�WKH�UHVLGHQWV���2YHU�����FRPSODLQWV�ZLWK�D������SRVLWLYH�resolution rate.)

• Created and manage a growing web presence for the program, including PXOWLSOH�RQOLQH�OLVWLQJV�IRU�YROXQWHHUV�DQG�D�VLJQLÀFDQW�VRFLDO�PHGLD�SUHVHQFH�including Facebook, Twitter, LinkedIn, Pinterest, YouTube and Google+. Conduct and collaborate on research studies related to the ombudsman program and long-term care in general.

• Provide consultations to consumers regarding anything related to long-term care. • Create and deliver educational presentations for facility staff and the general

public regarding resident rights, abuse and neglect, dementia care, the ombudsman program, and more.

• Collaborate with fellow ombudsmen in advocacy for the residents of long-term FDUH�IDFLOLWLHV��VHHNLQJ�WR�LPSURYH�WKH�TXDOLW\�RI�LQGLYLGXDOL]HG��GLJQLÀHG��DQG�resident-directed care.

• Conduct educational outreach seminars and interviews, including Great Day Houston with Debra Duncan, KHOU channel 11 and Community Spotlight Radio on 650 AM and 92 FM.

EDUCATION • Bachelor of Arts – English and Psychology


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