Improving Performance Strategy • Marketing • Finance • Operations • Growth• Facilities Management• Project Management
MARKETING:
- Promotion coordination and execution
- Content creation for website and social media
- Developing and purchasing advertising
- Branding
- Name and logo design
- Assessing marketing talent and resources
- Marketing plan assistance
- Hiring marketing staff
- Acting as interim marketing personnel
- Coordinating crisis communication and tabletop exercises
- Developing and facilitating staff product and sales training
- Executing select employee group initiatives
- Research and development of products, services, income generation, and staff incentives
- Developing and executing a comprehensive young member program: Capturing the hearts, minds, and wallets of the under 25 set
Project and/or Program Management
Assist with and/or oversee one or any of the following:
- Develop project scopes and objectives, involving all relevant stakeholders and ensuring feasibility
- Coordinate internal resources and third parties/vendors for the flawless execution of projects
- Ensure that projects are delivered on-time, within scope and within budget
- Ensure resource availability and allocation
- Develop detailed project plans to track progress
- Use appropriate verification techniques to manage changes in project scope, schedule and costs
- Measure project performance using appropriate systems, tools and techniques
- Build dashboards, report and escalate to management as needed
- Manage the relationship with the client and all stakeholders
Facilities Management
Assist with and/or oversee one or any of the following:
- Facilitate development of facilities roadmap, including schedules and/or maintenance and/or capital budget
- Oversight of grounds, buildings and equipment to ensure workspace is safe and functional
- Contract negotiations with service providers
- Service provider oversight
- Subject matter expertise for any facilities-related projects, as well as various organization committees, including meeting with the project managers, removing roadblocks, and re-tooling resources to meet objectives
Lisa Berger
Lisa is an accomplished leader with ~20 years’ experience in Project Management, Change Management and Business Operations. Strong project management skills and a natural affinity for organization and cultivating relationships have made Lisa highly successful at leading all kinds of projects, from planning and executing a significant IT equipment upgrade for a cell carrier’s nation-wide retail stores to holding a lead role with a major bank rebranding effort, to managing a large Project Management Office at a local hospital. Lisa holds a Project Management Professional certification from the Project Management Institute, a Change Management certification from Prosci, and a certificate in Facilities Management from the University of Washington.
Shari Storm
Shari Storm spent 16 years as an executive at a Seattle area credit union, where she oversaw marketing, IT, sales, investment services, innovation, and strategy.
Her proudest accomplishments at Verity Credit Union included being named an Innovator of the Decade by Net.Banker, heading up the successful Verity Mom campaign, being the first financial corporate blogger in the US, being featured in American Banker magazine, participating on Filene’s prestigious i3 program, and developing a financial counseling system that saved the credit union millions of dollars during the financial crises. Verity was repeatedly voted a ‘best place to work’ in several publications.