Posted on: 2018-07-23
Professional Experience
Education Pioneers (Oakland, CA)
Director, Operations 07/2016 - present
- Strategy, Leadership & Project Management
- Co-lead of the Operational Leadership Team, charged with leading EP to operational and execution excellence in pursuit of EP’s organization goals
- Steering Committee member responsible for project management of a strategy refresh
- Project management for several org-wide initiatives: content management centralization, setting annual outcomes & measures, fundraising business process improvements, PEO implementation
- Technology & Systems
- Spearhead development of a new technology vision and strategy for Education Pioneers
- Lead digital roadmap planning that will guide the organization’s user experience, tech culture and leadership, and infrastructure steps
- Direct supervision of combined technology teams, plus stakeholder engagement of EP leadership team, external advisors, and vendors
Director, Collaborative Systems 11/2014 – 07/2016
- Strategy, Planning & Management
- Ensure the long-term success and sustainability of a Knowledge Networking System (KNS) platform, including developing and overseeing the overall strategy and direction and the technological solutions
- Revived a failing relaunch of the site onto a new platform, including replacing the developer firm and meeting a launch goal after several unsuccessful attempts by prior teams
- Develop and oversee overall adoption strategy for the platform
- Manage a ~$400K budget for the Exchange; consistently at or under budget
- Manage a grant, including quarterly financial reporting and facilitating regular check-ins with funders
- Communications and User Support
- Plan and execute overall communication strategy in accordance with overarching adoption strategy
- Support internal teams in planning and executing their individual adoption plans
- Ensure that users receive support within our service window and that user issues are resolved
California Charter Schools Association (San Francisco, CA)
Membership Director 04/2008 – 11/2014
- Operations
- Support economic viability through development of high-performance business systems
- Supervise day-to-day operations of all membership and auxiliary programs
- Manage vendor relationships and contracts
- Project Management
- Design, execute analyze cross-team management of Association's member satisfaction surveys
- Manage production of member publications about procurement and financial management
- Lead largest state charter data collection effort nationwide
- Information Management
- Support staff and client access to technology infrastructure (web site, databases)
- Maintain member intelligence and operational components of campaigns, surveys and database
- Provide regular, accurate, and timely information to the Chief of Staff, Member Council, staff, membership and funders on the vigor of membership operations and revenue
- Staffing & Human Resources
- Oversee a team of Membership Manager, temporary employees and consultants
- Led re-launch of Human Resources systems and established staff feedback mechanisms
- Spearheaded staff HR working group and led development of group’s scope of responsibility
- Financial Management
- Devise, oversee and analyze organization's membership and auxiliary programs with annual revenue of nearly $1.8M, including revenue and expense projections, quarterly adjustments
- Produce an average three-year growth of 13%, with only 2% overhead
- Support year-end audit, supporting Finance Team to ensure an accurate and timely close
- Consistently lauded as organization’s most financially responsible director
Young Nonprofit Professionals Network (YNPN) – Bay Area (San Francisco, CA)
Board Member 01/2008 – 08/2011
- Executive Leadership
- Steer a volunteer-only organization of 70+ individuals, two years as Board Chair
- Talent management of 17-person advisory board and 9-person Board of Directors
- Led reorganization of chapter to improve operations, talent retention, and governance
- Governance
- Oversaw strategic planning and vision / values creation
- Developed fiscal strategy to ensure long-term sustainability of chapter
- Ambassador of organization with sponsor, partner and peer organizations
- Programs and Day-to-Day Operations
Greenbelt Alliance (San Francisco, CA)
Membership Associate 05/2006 - 03/2008
- Membership Operations
- Managed administrative and operational aspects of individual and corporate memberships
- Engaged in and supervised database maintenance
- Supervised a team of three staff, plus dozens of consultants, interns, and volunteers
- Programs and Event Management
Education
American Project Management (San Diego, CA)
Project Management Masters Certification 06/2012
University Of Southern California (Los Angeles, CA)
Master of Public Administration 05/2006
- Nonprofit Leadership and Management, Policy and Program Evaluation, Human Behavior in Organizations, Public Sector Budgeting, Cross-sectoral Governance
California Polytechnic State University (San Luis Obispo, CA)
Bachelor of Arts Degree 06/2004
- Political Science, Public Administration concentration
Leadership
Board Vice Chair, Yu Ming Charter School 09/2016 – present
Board Member, Social Justice Collaborative 01/2017 – 01/2018
Board Member, Union City Historical Museum 01/2011 – 07/2013
Board Member, Young Nonprofit Professionals Network - Bay Area 01/2008 – 07/2013
Board Member, Union City Friends 01/2006 – 12/2008
Co-Chair, USC Graduate Policy Administration Council’s Nonprofit Committee 09/2005 – 05/2006
President, Cal Poly Omicron Gamma 09/2003 – 06/2004
Technology Skills
Database software (Salesforce, iMIS, FileMaker Pro, eBase, Microsoft Access)
Enterprise collaboration and file sharing (O365, G Drive, Box.com, DropBox, BaseCamp)
Project management (MS Planner, Asana, Basecamp, Trello)0
Email service providers (Mail Chimp, Pardot, Informz, Marketo)
Online fundraising systems (Click & Pledge, Network for Good, Web Data Center)
Adobe CS Suite (InDesign, Illustrator, PhotoShop)
Microsoft suite (Word, Excel, PowerPoint)
Social Media (Twitter, Facebook, LinkedIn)
Operating Systems (Mac and PC)