Curriculum Vita Lori P. Fancher November, 2013 Instructor, Full-time Faculty GSU, J. Mack Robinson College of Business Atlanta, GA Owner, Management Consultant C2C Consulting, LLC Alpharetta, GA 770-402-9976 Lfancher1@gsu.edu http://www.linkedin.com/in/lorifancher I. Education 2007 Ph.D. Human Resource Development; Georgia State University (GSU) Dissertation: “The Influence of Organizational Culture on the Implementation of Succession Planning.” Carol D. Hansen, Committee Chair; Members: Verna Willis, Barbara Reilly, Kimberly Magee 1996 1994 M.S. Human Resource Development, GSU B.S. Human Resource Development, GSU, Cum Laude Certifications: 2009 University Online Instructor, Brenau University Online Certification Course 2008 Leadership Development Coach, Hogan Assessment Systems II. Professional Experience 2013Present Limited Term Instructor, Full-Time Faculty Georgia State University, Atlanta, J. Mack Robinson College of Business; Marketing Department, Business Communications, Flex MBA and Professional MBA Programs 2008- 2013 Adjunct Faculty Georgia State University, Atlanta, J. Mack Robinson College of Business; Flex MBA, PMBA;, MS Management Programs Brenau University; Gainesville, Georgia; Business and Mass Communication Department; BS HR Program Page 1 2001Present Contract Work: C2C Consulting, LLC - Owner, Management Consultant Fortune 100 company in the Atlanta Area A. Contracted Researcher, Coach, Instructor. Call Center and Shared Service Integration Study. Team member Corporate HR Strategy – Conducted Intraorganizational study to better understand the potential barriers to employee behavior change with the transition to new function and new roles. Roles included: Lead and coach other employees in application of grounded theory approach to qualitative data collection; analysis; facilitation of learning workshops and, presentation of function recommendations to executive leaders 1. Research Activities: Designed and developed Research Methods and Tools for OD department use in all future projects. Established OD Project Management (MS Project Management) tool with milestones for future OD department research projects. Coach and mentor young corporate department supervisors in the data collection and analysis of semistructured, ethnographic interviews, observations, focus groups, field notes, archival data and adult learning via workshop facilitation. 2. Research outcomes: a. Built Corporate OD Department Research Methods, Tools b. Built model with metrics to integrate Performance Management and Organization Development (OD) corporate function initiatives c. Built integrated custom Change Model for Corporate OD function. d. Design and development of Corporate Executive Communication of OD Change Model for use in implementation of current and future strategic global large scale change initiatives. e. Proposed plan for integration of OD Department change work and Performance Improvement department ISPI work. B. Contracted Researcher, Human Resource Metrics Study, Team member Corporate HR Strategy. Conducted internal and external study of the history of Corporate HR to better understand the purpose of the function and to develop appropriate metrics for the changing role of HR in the organization. Role: Researcher, white paper author. 1. Research Activities: Grounded Theory approach to analysis of semistructured, ethnographic interviews; observation; archival data and preexisting research on the role of HR. Strategy mapping model was used to link metrics of HR function to Organization imperatives. 2. Research Outcomes: Page 2 a. Developed Business Case for Re-design of Corporate Function HR Business Metrics demonstrating linkage to organization-wide strategic goals (via strategic mapping model) and corporate Balanced Scorecard. b. Authored white paper on the history, changing role of Corporate HR and need for new metrics. C. Contract Education Consultant. Corporate Human Resource University (HRU) Study, Team member Corporate HR Strategy. Using Kirkpatrick’s model of evaluation, built evaluation plan for HRU - Corporate University courses; Talent Development Programs for Management 1. Research Activities: Conducted comparative study via analysis of archival data, existing survey data, and triangulation of data via semi-structured phone interviews. 2. Research Outcomes: Used findings used to design simulations, case studies, and scenarios to evaluate Kirkpatrick’s Level 3 and 4 learning. D. Contract Researcher, Coach, Instructor. Strategic HR Shared Services Study. Team member Corporate HR Strategy – Conducted intra-organizational study to better understand the role of culture and employee behavior in the adoption of wide-scale multi-functional change of structure, process and roles. Roles included: Coaching and OD support of field operations leadership (domestic and international) via the design and development of a customized OD model, tools, training materials, workbooks and conduct of overseas support calls to facilitate Shared Services implementation. 1. Research Activities: Conducted study via action research method, gap analysis using existing archival data, validated findings via semi-structured, ethnographic interviews, observations, and focus groups. 2. Research Outcomes: a. Built change management plan via analysis of behavior, performance and process gaps to support Shared Services implementation that align with cultural assessment. b. Built Business Case and facilitated Strategy workshop for Corporate Leadership to gain sponsorship and stakeholder agreement on Corporate Shared Services initiatives affecting 3,500 management employees. c. Gained buy-in from >200 sponsors and stakeholders via shared facilitation and development of multiple corporate and region leadership learning workshops to build awareness, assess readiness for change and determine potential barriers of Shared Services initiatives. Page 3 E. Contract Researcher. Succession Planning Study - Sponsored Corporate HR initiative. Conducted study to better understand the influence of culture in the Succession Planning Process. Role: Analyze organization’s Succession Planning Process and technology for culture fit and transitioning Human Capital initiatives 1. Research Activities: Focus groups, semi-structured interviews, archival data, field notes, observation of various functions and geographic locations within the organization. 2. Research Outcomes: Executive Report and PhD Dissertation 2001 Contract Work: M&A Research Team member. -Fortune 100 company in the Atlanta Area Role: Conduct needs analysis for incubated acquisitions used to make recommendations to leadership for cultural integration, governance and process redesign. Research activities include qualitative design, development and analysis of semi-structured interviews, observation study, field notes, and focus groups. 1997-98 Contract Work: HRD Consulting Team. Emory/ Crawford Long Hospital, Atlanta, Georgia Analyzed hospital department merger initiative by conducting qualitative analysis, cultural assessment (ethnography), analysis of department processes and employee performance of Transplant/Organ Donation Departments. Recommendations presented to department leadership resulting in training, communication plans, process re-design, metrics development and governance changes. 1993-97 Internal Consultant/Management Employee, Corporate Learning and Development, United Parcel Service (UPS) Headquarters, Atlanta, Georgia Co-creator of Organization Development function. Recommendations for creation of OD function were presented to Management Committee resulting in structural, process and governance changes. Built OD interventions to support overall corporate strategic goals, talent management, employee competency, structure and process effectiveness. Examples: Research, Organization Development, Career Development: Organizational analysis of Plant Engineering function (>1800 employees) resulting in the creation of a new vision/mission; re-evaluation of current processes, metrics and design of competency models to be used in selection and career development. (Estimated savings > $250,000). Research, Organization Development, Instructional Design: Organizationwide feasibility study of Self-Directed Work Teams; Membership on Corporate Steering Committee. Results: Culture Assessment; Wrote Coach and Team Development Training (>2,000 employees). Page 4 Research, Career Development: Organizational Analysis for transition of training managers to performance consultants resulting in a re-evaluation of the selection and development of these roles (Estimated training savings of $38,400). Research, Instructional Design, Organization Development. Needs Analysis of Marketing Business Planning process resulting in the design and implementation of a cross-functional workshop and the re-design of metrics, process and governance. (Estimated savings of $72,000). Research, Instructional Design. Needs Analysis of Environmental Compliance performance resulting in the design of job aids (Estimated savings of >$250,000). Instructional Design. Multiple instructional design and development projects for corporate wide management audiences of +1,000 includes: Business Development & Sales, Operations, Engineering, Quality and HR. Organization Development. Design, development and production of corporate communications for management and non-management employees to communicate policy changes, new service rollouts, safety. Additional Relevant Work History includes the following partial list of industries and positions: Telecommunications, Healthcare, Banking, and Retail. AT&T, Atlanta, Georgia Instructor of Communication Workshops for Management and Installation Service Representative: Responsible for the support of external clients in the installation of commercial satellite equipment; the negotiation of contracted support of union AT&T and MCI installation personnel; provision of equipment and materials; and, project management. Nortel, Atlanta, Georgia Instructor of employee Total Quality Management Workshops and Marketing Service Representative: Responsible for the development of equipment and service quotes for external customers; and, support for internal union installers to install commercial transmission equipment. Emory University Hospital, Atlanta, Georgia Research Support for Laboratory Research: Responsible for research support, administrative duties of the university laboratory and Yerkes Regional Primate Research center. Detailed Academic Record III. Research A. Publications Forthcoming. Fancher, L., Carliner, S., & Hansen, C. (2014). The crosscultural transfer of American HRD models in Canada. In Garavan, T., Page 5 McCarthy A., & Morley, M. (Eds.) Global Human Resource Development. London: Routledge Fancher, L. (2011). White paper: Shared services and a new corporate change model. (Unpublished work for Fortune 100 company to be used for internal purposes). Atlanta, Georgia Fancher, L. (2009). The link between culture and succession planning. In Hansen, C. D., & Lee, Y. (Eds.) The cultural context of Human Resource Development. London: Palgrave Macmillan. Fancher, L. (2009) White paper: Case study HR shared services metrics. (Unpublished work for Fortune 100 company to be used for internal purposes). Atlanta, Georgia Fancher, L. (2008) White paper: Building the case for a strategic HR. ((Unpublished work for Fortune 100 company to be used for internal purposes). Atlanta, Georgia Fancher, L. (2007). The influence of organizational culture on the implementation of succession planning. (Unpublished Doctoral Dissertation). Georgia State University, Atlanta. Hansen, C., & Fancher, L. (2002). The role of cultural research in the development of human resources. UNESCO Encyclopedia for Sustainable Development. Paris: UNESCO. Rushing, F. W. and Fancher, L. (with Stan Smits). (1997) Georgia’s workforce planning challenge: A study of best practices and options. (Unpublished Research Report, Georgia Governor’s Office of Planning and Budget). Atlanta, Georgia B. Supportive research for publications (partial list) Hansen, C. (2002). Proceedings from Society for Organizational Culture and Symbolism ’02: Organizational Change and the Village Funeral in the Côte d’Ivoire. Budapest, Hungary. Hansen, C. (1999). Proceedings from AHRD ’99: The Moderating Effects of Individualism and Collectivism on HRD as an Instrument of Modernity. Washington, D.C. Hansen, C.D. and Headley, J. (1998). HRD in West Africa: Cultural constraints to organizational productivity. Human Resource Development International 1 (1). Hansen, C.D. and Headley, J. (1997). Paper presented AHRD conference: Challenging work cultures: Assessing HRD needs in Francophone West Africa. Atlanta, Georgia C. Research Conducted Shared Services and Call Center Integration Project (2011) Team Lead responsible for coaching and developing qualitative data methods and tools to collect data., analysis of data pilots, appreciative inquiry and ethnographic data collection, support for qualitative methodology and Page 6 project/resource management. Semi-structure interviews, observation guides, field notes, focus groups, archival data and Story-telling were used to collect data. QSR Software was used to code and store data. Results: White paper, executive presentation and further development of organization’s Change Management Model. Human Resources Metrics Case Study (2008-2009). Qualitative data (i.e. semi-structured interviews and archival data) and Quantitative (i.e. surveys) were developed to conduct a cultural assessment to develop theory and determine gaps between current and desired state of functional business metrics. A strategic mapping model was used to determine feasibility of current metrics in achievement of strategic goals. Results: White paper case study presented to senior leadership to challenge current functional metrics and their alignment to strategic goals; development of OD initiative to further research metrics. Shared Services Organization Analysis (2007-2009). Qualitative and archival data gathered via focus groups, phone interviews, surveys, archival data and previous cultural research study were used to determine the gap in organization, process and employee skill levels in the achievement of corporate strategic goals. Results: White paper business case study for global organization development. Succession Planning Study. (2004-2007) Qualitative and ethnographic data collected for Corporate Human Resources and dissertation in HRD. Senior executives, upper and mid-level management were included in the research proposal. Taped interviews, observation, focus groups and site visits were conducted across the southeast region. NUDIST qualitative software was utilized to employ grounded theory approach, identify themes, and code the findings. Archival data and story-telling methodology were also employed to triangulate data collected. Results: Dissertation; White paper to senior executives for the purposes of strategic planning; recommendations for process improvement of existing succession planning process, leadership development and communication. Transfer of Learning Study (1997). (Research under Bill Kahnweiler). Literature review and theory development for required Directed Reading course. Results: Paper on the Transfer of Learning and Implications for HRD. Findings presented and used by corporate management to develop evaluation tools for corporate Learning & Development function. Functional Study. Leadership Development and Succession Planning for Plant Engineering. (1996-97) Qualitative data collected from task analysis, observation, site visits, interviews, meetings, archival data. QSR software to code. Coding guided by Grounded Theory and Sackman’s model of Cultural Inquiry. Sackmann, S. A. (1991). Cultural knowledge in Page 7 organizations: Exploring the collective mind. Newbury Park: Sage Publications. Results: Development of corporate competency models, performance metrics, white paper for leadership development and succession plans. Functional Study. Self-Directed Work Teams in United Parcel Service. (199697). Qualitative data collected from observation, site visits, interviews, meetings, archival data. QSR software to code. Coding guided by Grounded Theory and Sackman’s model of Cultural Inquiry. Sackmann, S. A. (1991). Cultural knowledge in organizations: Exploring the collective mind. Newbury Park: Sage Publications. Results: White paper Business Case, needs analysis to inform the design and development of training for implementation of Work Teams and Coaching Managers. Functional Study. Business Planning In United Parcel Service (1997). Qualitative data collected from interviews, meetings, and archival data. QSR software to code. Coding guided by Grounded Theory and Sackman’s model of Cultural Inquiry. Sackmann, S. A. (1991). Cultural knowledge in organizations: Exploring the collective mind. Newbury Park: Sage Publications. Results: Development of White paper Business Case and Executive Presentation. HRD Study. Organ Donation in the Merger of Two Hospitals (1997). (Research with Hansen, C.D.) Study focus of Organ Donation as viewed by Organizational Culture and Professional Cultures of Emory University and Crawford Long hospitals and their staff. Qualitative data collected from taped interviews, meetings, and archival data. QSR software to code. Coding guided by Sackman’s model of Cultural Inquiry. Sackmann, S. A. (1991). Cultural knowledge in organizations: Exploring the collective mind. Newbury Park: Sage Publications. Results: White paper of cultural implications for the merger of Organ Donation Departments between two hospitals and their staffs; revised processes for the department; and change in governance. HRD Study. Transition to Entrepreneurialism in the Cote d’Ivoire (1996-97). Member of the research team under the direction of Carol Hansen. Responsible for coding qualitative data collected among the Cote d’Ivoire government and local industry to determine cultural constraints of privatization. Results: Hansen, C.D. and Headley, J. (1998). HRD in West Africa: Cultural constraints to organizational productivity. Human Resource Development International 1 (1).; Hansen, C.D. and Headley, J. (1997). Paper presented AHRD conference. Changing work cultures: Assessing HRD needs in Francophone West Africa. GSU funded Study: Workforce 2000.(1996-97) GSU GRA working on a team to research the role of business in government Workforce 2000 initiative. Page 8 Responsible for qualitative data via semi-structured interviews, coding and report development for Governor’s Office of Planning and Budget. Brokered and managed relationship of United Parcel Service and Georgia State University to complete the project. IV. Teaching 2008 Current: A. Summary of Classroom Teaching - Georgia State University, J. Mack Robinson School of Business, Marketing and Management Departments, Atlanta,Georgia. Graduate: 1. MBA 8015 Strategic Business Communication 2. PMBA 8015 Leading Through Strategic Business Communication 2011-12 3. MGS 8450 Organization Development and Change 2009-10 B. Summary of Classroom Teaching – Brenau University, Gainesville, Georgia, School of Business and Mass Communication, Human Resource Management Core Undergraduate: 1. HR 414 Instructional Design, Designing Training Programs (Onground) 2. HR 414 Instructional Design, Designing Training Programs (Online) C. University Courses Developed – MGS 8450 Organization Development and Change, Georgia State University, J. Mack Robinson School of Business, Management Department, Atlanta,Georgia D. University Courses Developed – Brenau University, Gainesville, Georgia, School of Business and Mass Communication, Human Resource Management Core Undergraduate: 1. HR 414 Instructional Design, Designing Training Programs (Onground) 2. HR 414 Instructional Design, Designing Training Programs (Online) E. Private Sector Teaching Areas United Parcel Service, Corporate Headquarters, Atlanta, Georgia Instructional Needs Analysis, Curriculum Design, Development, Facilitation and Evaluation of the following corporate courses (partial list): Qualitative Analysis and Change Management mini-workshops for OD management (team 4-8) (4 hours each) (Feb.-Sept. 2011) Page 9 Change Management Model, Train the Trainer workshop pilot HR Corporate and District field management (6-10 participants) (5 hour workshop June and July 2011). Change Management and Shared Services Workshops, Audience: Senior and mid-management, domestic and international (> 3,500 participants) (2-3 day course) (2008-2009). HR Strategic Planning workshops for senior management (1/2 day seminar) (2009). Organization Development: Applying OD to HR Restructuring (3 day course) (2007-08) Audience: Corporate and International Region Leadership Business Planning: Understanding the Business Planning Process; (2 day course) (1996) Audience Business Development Business Planning Managers Team Development Training: Building Team Skills, (3 day course) (1996) Audience Operations Managers, Union employees (>3,000 employees) Coaching Teams: BEST Team Coaching (2 day course) (1996) Audience Region Operations Managers (>200 employees) New Service Provider School: DIAD Training course (1 day course) (1996) Audience: All UPS Drivers. United Parcel Service Sales Training School for New Account Executives (2 week course) (1995) (>200 employees) Quality Service Workshop (2 day course) (1995) Audience: Operations Management Health & Safety (2 day course) (1995) Audience: Operations Management Sales Training: Using SPIN Selling (Approach by Rackham) for New Service Rollouts; (2 day course) (1994) Audience Business Development/ National Sales Account Executives AT&T, Tridom Division, Atlanta, Georgia (Secondary Responsibilities) Effective Communication (by Vital Learning). Certified Facilitator. (1994) Audience: AT&T Tridom Management, Atlanta, Georgia. Nortel, Transmission Division, Atlanta, Georgia (Secondary Responsibilities) Total Quality Workshop for Management (TQM Process). Certified Facilitator (1992-93) Audience: Nortel Management, Atlanta, Georgia. F. Seminars (partial list) Page 10 United Parcel Service, Corporate Headquarters, Atlanta, Georgia Design, Development and Facilitation Qualitative Data Analysis and Ethnographic Interviewing (Feb.-Oct. 2011) Audience: Corporate OD Team Strategic Alignment of HR Metrics (Dec. 2008, Jan. 2009) Audience: Corporate HR Leadership Understanding Organizational Culture (Dec. 2007). Audience: Corporate HR Leadership. Developing a Change Management Plan (Dec. 2007, Feb. 2007, Mar. 2007) Audience: Corporate HR Leadership Self-Directed Work Teams (1997). Audience: Corporate Steering Committee for Work Teams. Transforming HRD – Becoming an OD Department (1997). Audience Corporate Training and Development Department Managers Understanding Non-training Interventions to Performance Problems (1997). Audience Corporate Training and Development Department Managers. Leadership Development in Plant Engineering (1996-97). Series of seminars focused on department vision, mission and subsequent links to leadership development and performance. Audience Corporate and Region Plant Engineering Leaders and Managers G. Invited Speaker TAG HR (Technology Atlanta Group – Atlanta HR Chapter)(Oct. 2011) Panel Speaker on Organizational Culture. Audience: Human Resources and Technology sector managers United Parcel Service, Corporate Headquarters, Atlanta, Georgia Culture and Change (Oct. 2011) Audience: Corporate Marketing Department Georgia State University, Atlanta, Georgia Served as invited panel member and speaker for GSU graduate courses: PAUS 8761, Diagnosing HRD Needs, PAUS 8771, Designing Instructional Systems Training, and EPS 982, Methods of Educational Inquiry: Ethnographic Component. Served as substitute for MGS8450 Leadership course. H. Evaluation Page 11 1. Created University Student Assessment criteria for MGS8450 Organization Development and Change course, J. Mack Robinson College of Business, Atlanta, Georgia (2012). 2. Evaluation of HR University (HRU) program for HR manager/ talent development, United Parcel Service (2009). Results: Developed a new evaluation system for their internal university management development program. V. Service LeanIn Development at GSU (currently) Facilitator Youth Shelter – Junior Achievement Course (June, 2012) Reviewer Academy of Management (2010). Reviewer Academy of Human Resource Development (2010). Brokered partnership between Corporate UPS and GSU, Workforce 2000 project (1997). Page 12