Margaret R. Lee, Ph.D., PMP®
8 Governor’s Drive
Elkhart, IL 62634
217-947-2046
peg.lee1@gmail.com
EDUCATION
Doctor of Philosophy in Organization and Management
Specialization in Project Management
Capella University, Minneapolis, Minnesota
Dissertation title: E-leadership for project managers: A study of situational leadership and virtual
project success
2010
Master of Science in Communication
Illinois State University, Normal, Illinois
Thesis title: Persuasive writing techniques and readability levels in a company change publication
1997
Bachelor of Science in Political Science
Illinois State University, Normal, Illinois
1993
TEACHING EXPERIENCE
Millikin University, Decatur, Illinois (traditional classroom)
PACE Organizational Leadership: OL 400 Project Management
Benedictine University, Springfield, Illinois (traditional classroom)
MBA: MIS 683 Project Management
Golden Gate University, San Francisco, Ageno School of Business (online)
MBA: OP 345 Project Administration, Leadership and team Dynamics
Florida Institute of Technology, Nathan M. Bisk College of Business (online)
MBA: BUS 5661 Strategic Project Management
MS: MGT 5113 Project Management for IT
University of Northwestern Ohio, Lima, Ohio (online)
BS: CO 179 Introduction to Human Communication
BS: MA 380 Human Relations in Organizations
2013 – Current
2013 - 2015
2013 - Current
2010 - Current
2010 - 2014
Facilitator
Project Management Institute – Central Illinois Chapter, Springfield, Illinois
2010 - Current
Course: Project Management Professional (PMP®) Exam Review Course Certification Training
Facilitator for the Human Resource Management course (traditional classroom)
[PMP is a registered mark of the Project Management Institute, Inc.]
Margaret Lee, CV, page 2
Associate Faculty
Ashford University, Clinton, Iowa
MA: BUS 660 Contemporary Issues in Organizational Leadership
BS: BUS 402 Strategic Management & Business Policy
2010 - 2012
Adjunct Faculty
Blackburn College, Carlinville, Illinois (traditional classroom)
2010 - 2013
BS: CO 214 Public Speaking
BS: CO 337 Organizational Communication (designed and developed this class, in addition
to teaching it)
BS: WR 270 Technical and Business Writing Communication (designed and developed
this class, in addition to teaching it)
Heartland Community College, Normal, Illinois (traditional classroom)
1996 – 1999
Course taught: Introduction to Oral Communication
 Taught a diverse group of nontraditional students, identifying different learning styles and meeting
learning outcomes.
 Designed and delivered classroom materials, such as the syllabus and learning materials.
 Developed new classroom option for electronic communication class.
 Recognized by lead faculty in the Communications Department as being dedicated to students, willing
to assist student development and “one of the most liked Communication teachers” on campus.
 Received consistently high (4.5 of 5.0 scale) end-of-semester ratings from students. Noted by many
students as being among the best teachers they had ever had.
 Participated in Education Department meetings and continuing teacher education classes to further
develop as a Heartland facilitator.
Substitute Teacher
SLATE Volunteer (a service provided by State Farm Insurance employees)
 Certified as a substitute teacher for the state of Illinois.
 Substituted for grade school and high school.
2002 – 2007
Corporate Trainer
State Farm Insurance
1990 – 2004
 Developed and delivered training for the Customer Response Center representatives, meeting
departmental objectives and call center goals.
 Developed and delivered the initial State Farm Bank training for Bank Response Center
representatives and Missouri pilot State Farm agents.
 Facilitated sessions on listening skills, time management, budgeting, job interviewing and other soft
skills classes, supporting employee needs to adopt and master these competencies.
Margaret Lee, CV, page 3
PROFESSIONAL EXPERIENCE
LEE Consultants
Principal
2010 - Current
 Assist educational facilities in strategically planning a curriculum for virtual project management
and e-leadership
 Assist in incorporating appropriate academic research and managerial practices in the development
of the new curriculum
 Collaborate and work with existing teams on planning the new curriculum, analyzing existing course
offerings, resolving issues and capitalizing on opportunities
 Recommend courses and learning paths, assist educators in managing the development and
implementation of the curriculum, coach leaders to maintain and sustain the curriculum
 Provide basic project management training for international-level organizations
State Farm Insurance Companies, Bloomington, Illinois
1990 – 8/2008
Project Manager, Learning and Development Department
(Retired)
 Provided project management for enterprise-wide training programs serving agents, agents’ team
members, underwriters and claims personnel.
 Managed internal department projects for department restructure, resulting in reaching departmental
goals and short-term plans.
 Organized and coordinated internal activities, such as United Way Campaign, Lunch ‘n’ Learns and
the Mentoring Program.
Senior Instructional Designer, Agency Training Department
 Developed training curriculum for new agents and trainees, supporting the company goals and longterm plans for the Agency Department.
 Designed, developed, and facilitated the initial State Farm Bank training for agents, resulting in a
successful opening for the Bank.
Training Analyst/Instructional Designer, Customer Response Center training and Bank Response Center
training areas
 Developed and facilitated the initial training for State Farm’s nationwide Customer Response Center.
 Designed, developed and facilitated the initial training for State Farm’s nationwide Bank Response
Center.
Instructional Designer, Systems Training Department
 Designed and developed training for the mainframe computer system.
 Trained in adult learning behavior, criterion referenced instruction, Kirkpatrick’s levels of evaluation,
and instructional design theory.
Margaret Lee, CV, page 4
Writer, Public Affairs Department
 Wrote articles for the house newsletter and annual report.
 Drafted executive speech rewrites.
Assistant to the Librarian and Auxiliary Faculty Trainer, Corporate Library/Human Resources Education and
Training Department
 Taught classes for the Human Resources Education and Training Department.
Peoples Bank, Bloomington, Illinois
1985 – 1990
 Customer Service Representative.
 Promoted to Human Resources/Personnel Generalist. Responsible for recruitment, selection, new
employee orientations, termination interviews, COBRA, health insurance, compensation, taxes, merger
transition. Developed HRIS.
CERTIFICATIONS/SPECIALIZED TRAINING
Registered Education Provider (REP) for the Project Management Institute (PMI)
Project Management Education (continuing education)
Project Management Institute (PMI) conferences and pre/post conference sessions,
and local chapter PMI meetings
American Management Association (AMA) project management courses
Adult Learning Theory, Performance-Based Training
Center for Effective Performance (CEP)
2012-2015
Ongoing
2006 – 2007
Project Management Professional (PMP) Designation
Project Management Institute (PMI)
2005
Certified Project Manager (CPM) Designation
Project Management Leadership Group
2005
American Institute of Banking (AIB) Certification
AIB/American Bankers Association
1999
Competent Toastmaster (CTM)
Able Toastmaster (ATM)
Toastmasters International
1992
1994
Margaret Lee, CV, page 5
PUBLICATIONS
Lee, M. R. (2013). Leading Virtual Project Teams: Adapting leadership theories and communications
techniques to 21st century organizations. New York: Auerbach/Taylor & Francis Group.
Lee, M. R., Carstens, D. S., & Malone, L. C. (2011). Discussion forum rubrics: Using rubrics
to enhance and increase project management students’ participation in online discussions. Journal
of Project, Program & Portfolio Management, Special Issue: Project Management Education in
the Online World, 2(2), 35-53.
Lee, M. R. (2010). The project management consultant - Developing the consulting plan. In F.
Columbus (Ed.), Project Management. Hauppauge, NY: Nova Science Publishers, Inc.
Lee, M. R. (2010). Leading and integrating national cultures into an organizational culture. In F.
Columbus (Ed.), Public Leadership. Hauppauge, NY: Nova Science Publishers, Inc.
Lee, M. R. (2010). Effective virtual project management using multiple e-leadership styles. In
Lee, I. (Ed.), Encyclopedia of E-Business Development and Management in the Digital Economy:
Vol. II (pp. 445-454). Hershey, PA: IGI Global Publishing. doi:10.4018/978-1-61520-611-7.ch. 44
Lee, M. R. (2009, December). Ethics for project managers. Road Map – Project Management Consulting
Journeys, Destinations and the Best Paths to Take, pp. 3-4. Retrieved from
http://consulting.community.pmi.org/Documents/Newsletters/Roadmap
Lee, M. R. (2009, December). Project management consultants – Legal structures and E&O. Road Map –
Project Management Consulting Journeys, Destinations and the Best Paths to Take, pp. 2, 4.
Retrieved from http://consulting.community.pmi.org/Documents/Newsletters/Roadmap
Lee, M. R. (2009, September). What is your consulting style? Road Map – Project Management Consulting
Journeys, Destinations and the Best Paths to Take, pp. 2, 5. Retrieved from
http://consulting.community.pmi.org/Documents/Newsletters/Roadmap
Lee, M. R. (2009). Training portfolio management: Adapting the Stage Gate® approach.
Training and Management Development Methods, 23(4). doi:10.1108/09513500910979408
Lee, M. R. (2009). E-ethical leadership for virtual project teams. International Journal of Project
Management, 27(5), 456-463. doi:10.1016/j.ijproman.2008.05.012
Nagar, M. L. (1999). A Sanskrit Librarian Comes to America. (Margaret R. Lee, Ed.). New York, NY:
International Library Center.
Margaret Lee, CV, page 6
Holladay, S., Lackovich, R., Lee, M., Coleman, M, Harding, D., & Denton, D. (1998). (Re)Constructing
relationships with grandparents: A turning point analysis of granddaughters’ relational development
with maternal grandmothers. International Journal of Aging and Development - A Journal of
Psychosocial Gerontology, 46(4), 287-303. doi:10.2190/00GV-5PWF-UDHN-EHDV
Holladay, S., Denton, D., Harding, D., Lee, M., Lackovich, R., & Coleman, M. (1997). Granddaughters’
accounts of the influence of parental mediation on relational closeness with maternal grandmothers.
International Journal of Aging and Human Development - A Journal of Psychosocial Gerontology,
45(1), 23-38. doi:10.2190/NWOF-YLQ6-U8X4-1E8Y
CORPORATE AND ACADEMIC RESEARCH PROJECTS
University of Northwestern Ohio, Lima, Ohio
2012
Discussion forum rubrics: Using rubrics to enhance and increase project management students’
participation in online discussions.
 Examined the impact of using a discussion forum grading rubric to encourage and enhance discussions
(posts) in an online introduction to project management course.
 Control group of 20 students was compared to two experimental groups of 16 students and 17 students.
The two experimental groups were given the specific grading rubric and instructions designed to
encourage online conversation, the control group was not.
 Results indicated that there was a statistical difference in average postings per student between the two
experimental groups and the control group but no statistical difference between the two experimental
groups.
 Results suggested that the use of a rubric specifically designed to engage the student and expand the
student’s learning experience can increase online classroom participation and, as a consequence,
enhance the educational experience for the online project management student and strengthen the
university’s MBA program.
Capella University, Minneapolis, Minnesota
2009-2010
“E-leadership for project managers: A study of situational leadership and virtual project success”
 Concurrent triangulation mixed methods study.
 Explored how and to what extent situational leadership style characteristics, particularly effectiveness
and flexibility, effect virtual project success.
 The Leadership Behavioral Analysis II-Self (LABII-Self) survey was used to assess Project
Management Professionals (PMPs®) managing virtual projects. The PMPs’® virtual project was
assessed by the project management office, program or portfolio manager, project planner or project
lead using the Project Implementation Profile (PIP) Project Performance Subscale survey to determine
the level of project success.
Margaret Lee, CV, page 7
State Farm Insurance, Bloomington, Illinois
1999 – 2003
“Analysis of Agency Development Programs” (2003)
 Managed a five-year longitudinal study evaluating productivity following Agency Development
Programs.
 Collaborated with four departments measuring the programs, involving extrapolation cost benefit
analyses and qualitative analyses and quantitative statistical analyses.
 Provided recommendations for the programs’ objectives to top-level company executives.
“Trainee Agent Development Symposium – Levels 1-4 Multiple Measurement Study” (2003)
 Managed an 18-month study of trainee agents involved in the Development Symposium.
 Completed the review of measurements for the Training Symposium.
 Included a position paper, control group documentation, methodology, statistical analyses, results of
the curriculum survey, classroom evaluations, and pre- and post-test analyses in the study.
“Multiple Measurement Instructional Design Model and the Results of the State Farm Bank Pilot
Agency Field Force Training Using the Model from March to June 1999”
 Completed multiple measurements research for the State Farm Bank pilot programs (return on
investment, four levels of evaluation, and productivity) including control groups and statistical data.
 Illustrated how a carefully constructed design of training materials for pilot programs can allow for
multiple measurements of the effectiveness of the training to facilitate final revisions.
 Designed and developed the Multiple Measurement Instructional Design Model for future programs.
“Multiple Measurement Instructional Design Model Follow-Up Training Study and the Results of the
Productivity Gain Research from June to December 1999”
 Illustrated how follow-up training materials used in the Multiple Measurement Instructional Design
Model for pilot programs can help verify the effectiveness of follow-up training by substantiating
increased productivity.
 Included descriptive statistics, reports and graphs, presentations for management, and executive
summaries.
Illinois State University, Normal, Illinois
1996 – 1998
 Research on granddaughter/grandmother relationships with Dr. Sherry Holladay, Illinois State
University, Communications Department.
 Conducted qualitative research – interview surveys and telephone surveys.
 Co-author with Dr. Holladay of unpublished article, “Older adults’ motives for mediated interpersonal
communication: An examination of telephone communication and loneliness,” for Communication
Reports (1998).
Margaret Lee, CV, page 8
PRESENTATIONS
Lee, M. R. (2012 and ongoing). Stakeholder Management. University of Wisconsin – Madison School of
Business Fluno Center for Executive Education, Madison, WI.
Lee, M.R. (2012, June). Using discussion forum rubrics as a teaching strategy to enhance collaborative
learning in online courses. Best Practices Session at the Association for the Advancement of
Computing in Education (ACCE) World Conference on Educational Media and Technology 2012,
Denver, CO.
Gottwald, D., Lee, M. R., & Sankaran, S. (2010, July). Moving beyond the ordinary project management
curriculum at the graduate level. Panel symposium at the Project Management Institute’s Research
and Education Conference 2010, Washington, DC.
Lee, M. R. (2010, July). The affect of situational leadership style characteristics, particularly effectiveness and
flexibility, on virtual project success. Poster session at the Project Management Institute’s Research
and Education Conference 2010, Washington, DC.
Lee, M. R. (1995). Age diversity in the workplace. Workshop presentation for the Illinois Environmental
Protection Agency (EPA), Springfield, IL.
ACADEMIC/PROFESSIONAL COMMITTEES
Editorial Review Board, International Journal of Mentoring and Coaching in Education
2011 – present
Reviewer, Journal of Project, Program & Portfolio Management
2011 - present
Reviewer, PMI Research & Education Conference Committee
2011 - present
Referee, International Journal of Project Management
2008 - present
Project Management Institute, Member
Consulting Specific Interest Group, Member
E-Business Specific Interest Group, Member
Central Illinois Chapter - Outreach & Publicity Program, Committee Member
2004 - present
Referee for the Encyclopedia of E-Business Development and Management in the Digital Economy
2009 - 2010
Margaret Lee, CV, page 9
(Past ten years)
Toastmasters
VP Membership
District Librarian
Chapter Mentor for Illinois State University’s Redbird Toastmasters
Association for Women in Communications
Program Chair
VP Membership
Editor of Newsletter
Progress of Women Chair
Student Chapter Liaison for Illinois State University
Society for Technical Communication
Meeting development
Student Chapter assistance
American Society for Training and Development
Programming Committee
National Communication Association, Member
International Society for Performance Improvement, Member
PROFESSIONAL AWARDS/RECOGNITION
Highly Commended Paper of the Year Award 2009 and Highly Commended Award Winner
for the Emerald Literati Network Award for Excellence 2010 for the article “Training portfolio
management: Adapting the Stage Gate approach" in Training and Management Development
Methods Journal
2009-2010
Recipient of the Project Management Institute’s Dr. Harold Kerzner Scholarship, sponsored by the
International Institute for Learning, Inc., Project Management Institute
2008
Recipient of the top scholarship for Capella University’s PhD in Organization and Management with a
specialization in Project Management, Capella University
2007
Outstanding Service Award, Bloomington-Normal Association for Women in Communications
1999
Crystal Award nominee, Bloomington-Normal Association for Women in Communications
1998
Master Communicator Award – various categories, Bloomington-Normal Association for
Women in Communications
1996, 1997
Margaret Lee, CV, page 10
Toastmaster of the Year, Illinois State University
1994-1995
Outstanding Toastmaster Award, District 54, Area 14
1994-1995
National Political Science Best Undergraduate Paper Award candidate, Illinois State University
1993
Feature presentation on Good Morning America television show
1984
COMMUNITY INVOLVEMENT
Logan County Multi-Jurisdictional All Hazards Mitigation Committee
2012 - Present
Logan County Joint Solid Waste Agency Board
2011 - Present
Trustee, Village of Elkhart, Elkhart, Illinois
2011 - Present
Mt. Pulaski Historical Society member, Mt. Pulaski, Illinois
2010 - 2012
Board of Directors, Abraham Lincoln Tourism Bureau of Logan County, Lincoln, Illinois
2009 - 2013
Elkhart Cemetery Association Board, Elkhart, Illinois
2009 - 2012
Board of Directors and Publicity Chair, Elkhart Historical Society, Elkhart, Illinois
2009 - 2012
Abraham Lincoln Tourism Bureau of Logan County Board Member of the Year Award
April 2010
Logan County, Illinois, Citizen of the Month Award
September 2010
SLATE Volunteer teacher, Bloomington, Illinois
2002 – 2007
Church School teacher and Finance Committee Chair, Normal, Illinois
1990 – 2002
International Student Host Family, Illinois State University
1990 – 2000
Host Family, Sister Cities (Japanese and Russian), Normal, Illinois
1990 – 1999
Volunteer, Salvation Army, Bloomington, Illinois
(16 years)
Coordinator, Adopt-A-Family Program, Normal, Illinois
(16 years)