Curriculum Vitae for Drumm McNaughton PhD, FIMC Full Name Robert Drummond McNaughton, PhD, FIMC Contact Information 5001 San Jacinto Circle East Fallbrook, CA 92028 Office: (760) 723-0022 Fax: (760) 723-0023 Email: drumm@thechangeleader.com Education PhD, Fielding Graduate Institute, 2003 Major Field: Human & Organizational Systems Course Work: Organization Studies, Leadership, Psychology, Learning & Development MA, Fielding Graduate Institute, 2003 Major Field: Human & Organizational Systems Course Work: Organization Studies, Leadership, Psychology, Learning & Development Certificate, Navy Postgraduate School, 1987 Major Field: Aviation Safety Program Management Naval Aviator, Navy Flight Training, 1980 BS, U.S. Naval Academy, 1978 Major Field: Physics Minor Fields: Naval Science, Mathematics Awards and Honors Fellow, Institute of Management Consultants USA Special Recognition Award for “Significant Contributions to Developing the Consulting Profession in Central Asia,” Gabriel Al-Salem Foundation Chair Emeritus, Institute of Management Consultants USA Distinguished Service Award, Institute of Management Consultants USA Finalist, New Educator Award, Organization Behavior Teaching Society Best Research Project, Winter Session 2004, Fielding Graduate University Navy Achievement Medal, Training Squadron TWO, U.S. Navy Subspecialist, Navy Intelligence, U.S. Navy Subspecialist, Electronic Warfare, U.S. Navy Naval Aviator, U.S. Navy McNaughton CV November 14, 2014 Page 2 of 11 Current Academic Appointment 2011-present Department Chair (Faculty Lead), College of Business Administration, Trident University, Cypress, CA. Trident (formerly a division of Touro College) offers bachelor, graduate, and doctoral degrees in multiple areas, and is the only WASC-accredited 100% online university. I oversee the MS in Leadership program, including 14 faculty members, 100 students, and 7 courses. Additional duties include: Chair the University Curriculum Committee; Member of the Academic Leadership Team; Member of the Academic Policy Committee Member of the Academic Strategic Plan Task Force; Teach and develop courses for the MBA and MSL programs; and Serve on accreditation teams for WASC Senior College and University Commission (colleges and universities) and the Accrediting Commission for Schools WASC (high schools). Previous duties include Chair for the general management courses in the MBA program. Had the single largest span of control, including 24 faculty, 40 sections, and 1000 students on a quarterly basis; Chaired the team which developed the MSL program; Chaired the Faculty Engagement Task Force; Co-chaired the TurnItIn Task Force responsible for developing policy, piloting, and implementation; Member of the Accreditation and Educational Effectiveness Committees; and Co-authored the Curriculum Committee charter which was used as a model for newly established faculty-led governance committees. Selected Accomplishments: Academic Excellence. The University’s MBA program was in need of updating, as it was losing students and was no longer “state of the art.” I suggested and then facilitated the first-ever MBA retreat for full-time faculty which resulted in a more rigorous, better focused program that meets AACSB guidelines. These changes have been implemented, and Trident’s MBA program was ranked #15 of over 1600 online MBA programs by Graduate Programs in their Fall 2014 Online MBA Rankings. Growing Revenues through Supporting Faculty. The university was losing revenue due to less than optimum student persistence and retention rates, and the CEO tasked me to lead a University-wide faculty task force to explore new ways to improve faculty engagement. I recruited 4 team leaders and 19 TF members representing full- and part-time faculty from all colleges and departments, and in 3 weeks we issued a 71-page report with 50+ recommendations on how to improve faculty engagement and support. Most recommendations were implemented within 1 year, resulting in a 10% improvement in student persistence / retention and greater faculty engagement, with the university realizing an additional $4M in revenue. New Program Development. In support of Trident’s strategic initiative to expanding its program offerings, I was tasked with leading the team which developed the new MS in McNaughton CV November 14, 2014 Page 3 of 11 Leadership program. Using marketing research and competitive intelligence, we decided among multiple potential new program options and worked with multiple departments to combine existing courses with newly developed courses to create a program that uniquely targets our key demographic groups. The program received WASC approval 4 months earlier than anticipated, enabling it to begin 6 month early (because the internal programmatic issues were dealt with as part of the development), and is on track to become the largest Master-level program at the University. Improving Student Learning and Quality. The general management and business courses in the MBA program were in need of redesign, as it was difficult for both faculty and students to understand what was required to meet course learning outcomes (CLOs). I scheduled on online workshop for faculty, and we jointly revised the structure of the courses so that they had clearer instructions and detailed key learnings that aligned with the CLOs, and rubrics against which learning could be assessed. Additionally, we developed and agreed to use a template for feedback that mirrored the rubrics, thus making it easier for faculty to give detailed feedback that students understood. This format was showcased to WASC during Trident’s most recent EER visit, and students’ performance has improved as measured against the rubrics and end-ofcourse evaluations. Supporting Students Building Teams. During a recent reorganization, faculty members were assigned new administrative roles without having duties and responsibilities well defined. Leveraging my experience in leadership positions, I developed detailed processes and procedures for the position, including new ways to provide more personalized “service” to students. This resulted in more motivated faculty and students, and had the added benefits of improving student persistence, and morale and retention rates among faculty. Of note: I was recently recognized by the University for my ability to motivate students. Improving Collaboration through Innovative Engagement. As part of the reorganization, new faculty positions were created without defined paths for promotion. After consultation with faculty, I reorganized the way courses were maintained, including designating faculty “course leads.” Now, maintainers actively involve teaching faculty in course development and updates, which has had multiple benefits, including improving course structure and content, buliding a culture of teamwork and shared responsibility among faculty, and establishing a path for faculty promotions. Previous Academic Appointments 2005 – 2011 Associate Professor and Remote FT Faculty, Trident University International, Cypress, CA. Trident (formerly a division of Touro College) offers bachelor, graduate, and doctoral degrees in multiple areas, and is the only WASC-accredited 100% online university. I was responsible for teaching 90 students each quarter for the College of Business Administration in areas that included Leadership, Organization Transformation and Change, Organization Behavior, and HR. Collateral duties included developing courses for Trident's PhD, MBA and BSBA programs. 2004 - 2009 Associate Graduate Faculty, Central Michigan University, College of Graduate Studies, Mount Pleasant, MI. Central Michigan has satellite campuses on many of the military bases McNaughton CV November 14, 2014 Page 4 of 11 where they offer graduate programs. I taught Organization Development and Change in the MS in Business Administration program. 2004 - 2007 Associate Graduate Faculty, Chapman University, Irvine, CA. Chapman University is a private university with undergraduate and graduate programs in multiple areas. I taught in the MA and BA of Organizational Leadership, Human Resources, and Health Administration programs; courses taught included Organization Development and Change; Self, Systems, and Leadership (systems and complexity theories, organization dynamics, and leadership); Organization Design, and Organizational Consulting. Building Ongoing Partnerships and Collaboration. Students were having difficulty finding projects for a capstone course that required a practicum. I assessed current programs, and developed partnerships with local businesses, governments, and nonprofits in the local area that gave students new practicum opportunities and potential follow-on employment. 2004 - 2011 Adjunct Faculty, Capella University, School of Business and Technology, Minneapolis, MN. Capella is a 100% online university with undergraduate, graduate, and PhD programs in multiple areas. I taught and developed courses for the PhD and MS of Organization and Management programs. 2004 - 2005 Adjunct Faculty, DeVry University Online, Chicago, IL. I taught undergraduate courses in the general education curriculum. Related Professional Experience 1998– present President, The Change Leader, Inc., Fallbrook, CA. The Change Leader is a professional services firm that provides management consulting services to educational organizations (K12 and higher ed), government, nonprofits / NGOs, and medium and large businesses. Services include strategic management (planning, implementation, and sustaining high performance); organizational redesign and culture change; leadership development and executive coaching; and business and operations management. Growing Revenue. A large online teaching university was struggling with developing meaningful practical programs for its PhD students. I assessed the learning readiness of the students and change readiness of the organization, and designed a new capstone course which received rave reviews from students and faculty and increased concentration enrollment by 25%. Improving Faculty Performance. King Abdullah Institute for Research and Consulting Studies (KAI-RCS) is responsible for implementing policies and strategies adopted by the King Saud University for the Kingdom of Saudi Arabia, but despite having over 4000 government ministry experts and faculty that could apply their expertise to these projects, the vast majority have limited consulting experience which resulted in the KAI-RCS staff’s bandwidth being stretched to the breaking point and putting the University at risk. I assessed the situation and ascertained that training was the appropriate remedy, and then developed and delivered two training courses attended by 60+ government officials and faculty which resulted in having far more people trained in project oversight, thus reducing risk to the University and the Kingdom. McNaughton CV November 14, 2014 Page 5 of 11 Improving Academic Performance and Teacher Engagement. A large urban school district was not performing at the level of excellence which was demanded by its Board, the State, and district parents. My team and I assessed and made specific recommendations for a new organization structure and communications strategies that resulted in improved coherence in instruction; communications among stakeholder groups; faculty accountability; teacher and staff morale; union relations; and student test scores. Strategic Planning. The certification body for the orthodontic profession was losing money at a rate of $425K per year, and had no definitive plan for moving forward. Using the premise that people support what they help create, I facilitated their first strategic planning session in 7 years, and together we developed an actionable plan that immediately reduced the deficit to $125K per year, and is expected to grow membership, create new strategic alliances, and return it to profitability. Strategic Planning. A mid-market system integrator’s growth had stagnated, and it needed a clear direction to ensure it stayed in business. Using a collaborative approach to planning, we developed a new strategic direction and implementation plan that enabled them to create a working environment of teamwork, shared strategies and goals, and results, and increase profits by 35%. eBusiness Strategies. The growth of two federally chartered credit unions ($500 million assets respectively) had stagnated, and they needed to attract a significant number of new members to improve profitability. I guided them through development of eBusiness Strategic Plans, thus enabling them to leapfrog their competition and grow membership by 15%. Organizational Strategy and Culture Change. A reserve Air Force Wing had a mission change thrust upon it due to the Base Realignment and Closure (BRAC) process, and was struggling with increased operational requirements and decreasing budgets. I helped it develop and implement a new strategic plan that charted a new way forward, taking into account its new mission, the global situation, and budgetary constraints while significantly improving morale and mission readiness. Organization Growth. A B2B dot.com startup needed direction, and called me to step in as their interim Chief Operating Officer. I developed their business plan; initial business, operating, and funding strategies; and company HR infrastructure, and as a result they found their core management team, developed global alliances with Fortune 250 companies, and received angel investor funding. International Relationships and Education. The European Bank for Reconstruction and Development (EBRD) desired to stimulate growth of current and startup businesses in support of its mission of economic transition and developing sustainable business infrastructures in its 24 countries of operations, and in a global RFP, selected TCL to develop of a suite of seven complementary training programs for delivery to consultants located in Eastern Europe, Northern Africa, Middle East, and Asia. Totaling over 8,000 pages of slides and course materials, these seven courses blend theory and experiential learning exercises, and were rolled out in January 2014. Ultimately, over 25,000 consultants will take these courses in the next 6 years, which should result in a marked improvement of the economic development of the host countries. McNaughton CV November 14, 2014 Page 6 of 11 2011–2013 Secretary, Board of Trustees, and Executive Committee, International Council of Managing Consulting Institutes, London, UK. ICMCI is the global standards body for the management consulting profession. I was responsible for a wide range of duties, including serving as focal point for communications among organization’s 51 country institutes and the Executive Committee; counselor for policy and procedures to the Chairman / Chief Executive Officer and other members of the ExCom and Board; lead business meeting / conference planner; and Chief Governance Officer. International Relations. I planned and executed all aspects of two international Board of Trustees meetings that had representation from the 51-country member institutes. 2008–2011 Chairman and CEO, Institute of Management Consultants USA, Washington, DC. IMC USA is the standards body and largest professional association for the management consulting profession in the USA (4th largest globally). P&L responsibility. I oversaw all aspects of the Institute, including setting strategic direction, implementation and change management, and delivering value to members and the consulting profession. Leadership in a Complex Environment. The Institute was losing members and there was a perception that there was little value derived from membership. We developed new programs, communicated these and other programs to members, and implemented a major PR campaign around the Institute becoming ISO certified, and as a result, we raised the visibility of the Institute, members began participating and volunteering more, and membership increased by 10%. Implementing Management Systems. The Institute was lacking focus and direction, and to rectify this, we implemented an annual planning cycle, including an annual planning meeting for officers and key stakeholders, and aligned the budget to the plan. This resulted in a clear direction for the Institute, better alignment with chapters and communities, and more value to members. This annual planning cycle has been institutionalized. Fostering Strategic Alliances and Partnerships. I developed strategic alliances that benefitted the Institute, its members, and the profession. Some of these included Aon, Harvard Business School Publishing, RainToday, and Vistage. Innovative Vision and Strategic Direction. Prior to assuming the role of Chair/CEO, I founded the Academy for Professional Development, the only organization of its kind at the time (2005) dedicated to training management consultants. Learning took place via a new delivery mode called a “webinar,” and since its inception, the Academy has been profitable, and has trained over 5000 consultants. Just recently, the Academy has “exported” its programs to multiple universities, and its flagship course, Essentials of Management Consulting, is taught as a noncredit course in 10 universities across the country. 1997–1998 Senior Consultant, Computer Sciences Corporation, San Bruno, CA. CSC is a Tier 1 management consulting and systems integration firm providing service to business, government, and education organizations. I provided organizational change, program management, business development, and strategic planning services for Y2K and other system integration projects. McNaughton CV November 14, 2014 Page 7 of 11 Developing Implementation Strategies. Developed the business and implementation strategies for a Y2K assessment for a Fortune 50 chemical company for Europe, Africa and Asia (195 sites). Organizational Change. Co-developed the organizational change implementation strategies in conjunction with a major CRM package implementation for a Tier 1 IT systems integrator. 1995-1997 eCommerce Program Manager, Dell Computer, Austin, TX. Dell is the premier computer seller which pioneered B2B selling online. I was responsible for development and implementation of advanced electronic commerce strategies and processes for Dell Americas and Dell Worldwide. Innovative Vision and Strategic Direction. I led the team that developed and implemented Dell’s enterprise-wide eCommerce business strategies and processes, and was responsible for increasing margins 10% and revenues by $250 million. I also developed and implemented company-wide education and training programs to support the eCommerce initiatives. eBusiness Strategies. I developed the enterprise-wide eBusiness strategic and implementation plans for a global SAP R/3 implementation. 1991-1995 President, McNaughton Consulting, San Francisco, CA. McNaughton Consulting provided business, operations, & market, strategies; program management; and business development consulting services for small and medium sized businesses. Growing Revenues through Entrepreneurial Leadership and Education. As General Manager and Director of Operations, I developed and implemented strategic plans and entrepreneurial education programs that resulted in a business incubator’s startup, as well as growing revenues of 14 multimedia companies to $15M. We saved on client $150,000 in R&D costs over a 6 month period through negotiating public-private technology transfer partnership agreements. Growing Revenues through Education and Planning. I enabled 50+ clients to expand their market share 45% and net profits 35% through developing and implementing new marketing and sales plans that introduced them to new markets. Entrepreneurial Leadership. In collaboration with the Alameda County Economic Development Advisory Board, I developed the initial plans for an environmental industry focused business incubator that resulted in the start-up of 20 new environmental companies with initial annual revenues totaling $25 million. 1978–1991 1990–1991 1990 1989–1990 1987–1989 1984–1987 1986–1987 1984–1986 Multiple Positions in the U.S. Navy, including: Chief Airport Operations Safety Officer, Guam Int’l Airport / NAS Agana, Guam. Chief Administrative Officer, Naval Air Station, Agana, Guam Deputy Chief Training Officer, Fleet Air Reconnaissance Sqdn ONE, Agana, Guam Chief Operations Safety Officer, Fleet Air Reconnaissance Sqdn ONE, Agana, Guam. Standardization Instructor Pilot, Training Squadron TWO, Milton, FL. Chief Administrative Officer, Training Squadron TWO, Milton, FL. Chief, Operations Scheduling Officer, Training Squadron TWO, Milton, FL McNaughton CV November 14, 2014 Page 8 of 11 Additional Relevant Experience 2014-present Treasurer, Escondido Center of Self-Realization Fellowship, Escondido, CA. The Escondido Center is a branch of Self-Realization Fellowship Church, a 501c(3) religious organization. As part of the Managing Council, I oversee all aspects of the church’s finances, including budgeting, investment strategies, fundraising, financial controls, and accounting. Fundraising. I am part of the three-person fundraising team for an ongoing capital project requiring $2M which has raised $500K with an additional $1M pledged. Scholarship Publications: Refereed Journals McNaughton, R. D. (2004). The role of values and leadership in organizational transformation. Journal of Human Values, 9(2), 45. Shelton, K., & McNaughton, R. D. (2007). Customer focus and Army procurement: Is it possible? Defense Acquisition Review Journal, 14(2), 369-380. Publications: Other McNaughton, R.D., (2008). Using relationships to drive rigor and relevance: A systemic approach to achieving the positive classroom. McNaughton, R.D., & Baker, N., (2007). New ideas invigorate math at Los Angeles Unified School District. McNaughton, R. D. (2004, Winter). The use of meditation and intuition in decision-making: Reports from executive meditators. Academy of Management MSR Newsletter, 6-7. Dissertation Committees Chaired Holcomb, D. (2009). An extension of leader-member exchange (LMX) beyond the member to direct manager dyad and their correlations to the member’s organization commitment. George, G. (2010). Leading change in the 21st century: Conversations with consultants to management. O’Bradovich, J. (2009). Influence of leadership and culture on financial performance: A case study in a troubled industry. O’Farrell, P. (2008). Will U.S. military innovation keep pace with Al-Qaeda: A mixed method study of the climate of innovation in Army Research. Grants, Fellowships, and Research Contracts Dissertation Research Grant, Fielding Graduate University. Selected Professional Affiliations Academy of Management Greater San Diego Chamber of Commerce Carlsbad Chamber of Commerce McNaughton CV November 14, 2014 Page 9 of 11 Alameda County Economic Development Advisory Board American Red Cross Bay Area, Disaster Response Volunteer Team (PR and Media) Association for Supervision and Curriculum Development American Psychological Association Organization Behavior Teaching Society Corporate Directors Forum, San Diego, CA Association for Corporate Growth International Council of Management Consulting Institutes Institute of Management Consultants USA Centre for Strategic Management OD Network Professionally Related Community Activities Western Association of Schools and Colleges (WASC). Serve on accreditation teams for: o Senior College and University Commission (colleges and universities) o Accrediting Commission for Schools WASC (high schools). Academy of Management o Board of Directors, Management Consulting Division (2009-2011) Reviewer for Journal of Management Spirituality & Religion (Academy of Management) Reviewer for Journal of Management Education (Organization Behavior Teaching Society) Reviewer for Journal of Human Values (Sage Publications) Reviewer for Academy of Management Annual Meeting. Divisions include: o Management Consulting o Management Spirituality & Religion o Organization Development & Change o Organization & Management Theory International Council of Management Consulting Institutes o Secretary, Board of Trustees (2011 – 2013) Institute of Management Consultants USA o Chairman and CEO (2008 – 2011) o Board of Directors (2004-2013) o Vice Chair for Professional Learning (2005 – 2007) o San Diego Chapter President (2001 – 2002) o National Conference Committee (Programs and Sponsorships) (2000 – 2002) American Red Cross Bay Area o Disaster Response Volunteer Team (PR and Media) Escondido Center of Self-Realization Fellowship o Treasurer (2014-present) McNaughton CV November 14, 2014 Page 10 of 11 Presentations, Seminars, and Trainings Selected Academy Conference Presentations McNaughton, R.D., Haas, M., Doerr, J., Ennsfellner, I., & Caldicott, S.M. (2009). Emerging trends in management consulting. Academy of Management Annual Meeting, Chicago, IL. McNaughton, R.D., Jackson, J.C., & Wallis, N.C. (2005). From sage on the stage to guide on the side: Teaching leadership online. Western Organizational Management Teaching Conference, University of La Verne, CA. McNaughton, R.D. (2001). Organizational change in technology companies. UCLA Anderson School of Management, Los Angeles, CA. Selected Conference Presentations McNaughton, R.D. (2011). State of the consulting industry: Now and 2015. Consulting 2015: Helsinki, Finland. McNaughton, R.D. (2011). House of lies: Why the consulting profession needs standards. Consulting 2020: Taipei, Taiwan. McNaughton, R.D. (2010). Large firm initiative: IMS USA and the Certified Management Consulting Firm. International Council of Management Consulting Institutes: Ma’in, Jordan. McNaughton, R.D. (2009). IMC USA: Bringing the large firms back into the fold. International Council of Management Consulting Institutes: London, UK. McNaughton, R.D. (2006). Surfing the waves of change: The psychology of organizational change. American Academy of Estate Planning Attorneys: San Diego, CA. McNaughton, R.D. (2005). Surfing the waves of change: How to survive the monster wave! Project Management Institute Inland Empire, Riverside, CA. McNaughton, R.D. (2002). Organizational transformation: The seven keys. San Diego North County Personnel Association, Carlsbad, CA McNaughton, R.D. (1997). eCommerce and Dell: Transforming an industry. New England EDI Users Group, Boston, MA Selected Seminars and Training Programs Conducted McNaughton, R.D. (2013). Management Consulting Essentials (5-day seminar). European Bank for Reconstruction and Development, Belgrade, Serbia. McNaughton, R.D. (2013). Marketing and Selling Professional Services (4-day seminar). European Bank for Reconstruction and Development, Skopje, Macedonia. McNaughton, R.D. (2013). Starting a Professional Services Business (2-day seminar). European Bank for Reconstruction and Development, Skopje, Macedonia. McNaughton, R.D. (2013). Mastering Management Consulting (5-day seminar). King Saud University, Riyadh, Kingdom of Saudi Arabia. McNaughton, R.D. (2013). Consulting Sales Training (5-day seminar). King Saud University, Riyadh, Kingdom of Saudi Arabia. McNaughton, R.D. (2001). Leading and Mastering Change (5-day seminar with 2-day train-thetrainer). Centre for Strategic Management, San Diego, CA. McNaughton CV November 14, 2014 Page 11 of 11 Additional Information Multicultural. Lived overseas 19 years, including Central America (12 years), Europe (3 years), and the Far East (4 years). Traveled and/or worked in over 50 countries. Have added over $500 million to organizations’ bottom lines over the course of my career. Largest organization led had 150 employees and an operating budget of $25 million.