our team Our consultants are experts in all aspects of information, knowledge, records and web content management. We have worked in all sectors including central government, local government, education, law, finance, management consultancy, pharmaceuticals, health, consumer goods, engineering, IT, publishing and content provision. Click on consultant's name for their full biography and contact details. Melanie Goody Director of Consultancy Melanie Goody joined TFPL as Director of TFPL Consulting in February 2008 with responsibility for building and strengthening TFPL’s existing consultancy services and networks. Melanie has recently left KPMG where she was Head of Client Care. Prior to this her responsibilities at KPMG included Director of Research & Information Services, Head of KM Operations and Director of Web Services. She also spent some five years working as a consultant in KPMG’s Public Sector Consulting practice. Melanie brings extensive experience of knowledge and information management (KIM) from the user and supplier perspective. Her unique set of competencies includes in-depth experience of the knowledge and information (KIM) world, unrivalled experience of buying content and products, and of providing services to meet strategic business needs. She has a real understanding of how excellent information and knowledge management can help organisations meet their business goals, and has proven leadership and management skills. Melanie has played an influential role in the KIM world through her working relationships with suppliers, her extensive network of KIM specialists and her contribution to professional organisations and groups. Her understanding of what clients are looking for in effective KIM initiatives, and her experience as a management consultant, means that she is passionate about setting and achieving business focused goals. melanie.goody@tfpl.com | save as Outlook contact Vivienne Winterman Senior Consultant Specialist in bringing together and managing successful project teams with the relevant experience and expertise. Vivienne Winterman, Senior Consultant, leads the I-Team work, as well as carrying out consultancy work. She has had considerable experience in the area of knowledge and information audits. Over the last few years she project managed several for government agencies, charities, telecommunication, legal and pharmaceutical companies. This has enabled organisations to align their Knowledge and Information Services more closely with the business strategy to increase their value. This has led to reviewing and writing Knowledge and Information Management (KM) Strategies to leverage and maximise the use of the knowledge and information assets of an organisation and recommend ways to deliver value added information services, build communities and create a sharing culture. Vivienne has worked in a number of sectors including legal, information suppliers, publishers and government, and in particular has specialised in the pharmaceutical and health sectors. The I-Team work includes a combination of consultancy and project management work in advising on a solution for an information related issue and managing a team of contract staff to successfully carry out the work. Vivienne Winterman worked as a freelance information specialist for six years before joining TFPL in 1995 as a consultant specialising in information management and techniques of dissemination. She previously held a number of information posts in the academic and private sector. Previous posts have been in the pharmaceutical sector and in HERTIS, a company providing a range of information services to business and industry. Vivienne Winterman has a MSc and PhD in information science and is a member of the Chartered Institute of Library and Information Professionals (CILIP). vivienne.winterman@tfpl.com | save as Outlook contact Martin Sanderson Senior Consultant Consultant in information management specialising in strategic records management and the design of record programmes. Martin Sanderson has considerable experience of records management and managing information services in the public and private sectors, providing internal and external information to meet the needs of the organisation. He has worked for University of London, SW Thames Regional Health Services and as a consultant for the World Health Organization 1985-1988. Since 1988 he has worked for 3M Health Care, Boots Pharmaceuticals and from 1995 for BASF Pharma, UK. He has had management responsibility for records management in each of these later posts, including: Strategic development and implementation of local and global records management programmes including the design and implementation of policy, guidelines and standard operating procedures Experience in carrying out record audits, creating inventories, retention schedules classification and indexing systems Project management of closure and transfer of records centres Training and coaching in records management Since November 2001, as a Strategic Advisor for TFPL, Martin has advised on policy, and project managed, records management programmes in government, private and charity organisations. This work has included records surveys, the implementation of retention schedules and file plans and the development of specifications to aid the implementation of electronic records management. The design of records systems, to support project management within a knowledge management framework, have been a key feature to a number of consultancy projects. He has also completed a number of strategic records management projects in response and to support the Freedom of Information legislation. He also develops and delivers training courses and publishes in the records management press. Martin has a BA (Social Sciences) and has an MSc (Distinction) in records management from Northumbria University. He is vice-chair of the executive committee of the Records Management Society. martin.sanderson@tfpl.com | save as Outlook contact Val Skelton Head of Training & Learning Consultant in role design, skills and competency development and information, records and knowledge skills training. Val is responsible for the design and development of TFPL’s public access training programme and also provides consultancy in skills and competency development. TFPL’s training programme consists of 80+ courses in information, knowledge, content and records management. The courses help develop the skills and competencies of people from all sectors and at all levels of experience ranging from beginners to strategic level managers and thought leaders. Val also leads learning-focused consultancy programmes for clients who are looking to develop the competencies and skills required to support effective information and knowledge strategies and support teams and individuals through change programmes. Her recent projects include the development and management of: writing for the web in-house training programmes for a leading UK international charity residential four-day programme in information architecture and internal consultancy for a global oil firm deep web training courses for a government department coaching programme on metadata and information architecture for a NDGB a knowledge sharing masterclass for an NHS organisation a change management event for civil service librarians a team away day for information staff in a law firm branding exercises for a European sports organisation facilitation of strategy and planning meetings for a regulatory body knowledge management training for a local authority She has also worked on research projects with colleagues and, with Angela Abell, led a research project for isNTO that resulted in the publication of 'Developing skills for the information services workforce in the knowledge economy'. With a team of colleagues she developed the TFPL Skills Toolkit for Knowledge and Information Professionals. With Angela Abell, she wrote TFPL's 'Knowledge and Information Management Competency Dictionary'. She also participated in the research project that resulted in TFPL's white paper – 'Who is managing information' in 2006. Val has a background in publishing, libraries and information science. val.skelton@tfpl.com | save as Outlook contact John Davies Senior Consultant Committed to making a difference by helping people discover better ways of using information and knowledge in their work. John Davies has extensive experience of managing records management and information services in the public and private sectors. He worked as an archivist and records manager for local government authorities in Cardiff, Herefordshire, and Birmingham before joining the Wellcome pharmaceutical company in 1988. Thereafter, he worked as a records and information manager, policy manager, and consultant in a wide variety of roles in Wellcome PLC, GlaxoWellcome PLC, and GlaxoSmithKline PLC. Until joining TFPL in 2004, John was European Head of Archives and Records Management for the investment bank, Credit Suisse First Boston. He has been responsible for records management functions throughout his career and has undertaken a wide range of activities including: Strategic development and implementation of records management programmes in the UK, USA, and Europe including the design and implementation of policy, guidelines, standard operating procedures, and end-user training programmes Development of email and electronic records policy and strategies Performing records and information audits, creating inventories, retention schedules, classification and indexing systems Project management of records management programmes and litigation support activity Training and coaching in records management John has a BA (English) from Sussex University and carried out his postgraduate archive training at Liverpool University. In order to build on and expand his capabilities as a consultant, he recently completed the Ashridge Masters in Organisational Consulting. Having had many years of active involvement with professional bodies such as the Society of Archivists, the Business Archives Council and ASLIB, John has recently concentrated on promoting dialogue between professionals as a way of identifying and approaching issues. He is currently a board member of the Information Services National Training Organisation. john.davies@tfpl.com | save as Outlook contact Alan Flett Senior Consultant Alan Flett is a TFPL Senior Consultant who advises on and provides consultancy around information architecture for web presences and enterprise systems. Alan's key interests are: Information architecture management systems Information architecture strategies Collaborative strategies Metadata strategies Taxonomy strategies Maintenance strategies Information architecture structures such as Taxonomies Wire-frames Ontologies Thesauri Controlled vocabularies Usability issues User-centred design methodologies Alan holds an MSc in Applied Artificial Intelligence and a BEng in Electronic and Electrical Engineering. alan.flett@tfpl.com | save as Outlook contact Guy Johnson Senior Consultant Information management consultant specialising in records surveys and business process analyses, performance reviews, web usability testing and user-centric web design. As a former lawyer, Guy also works with clients in the areas of information governance and data protection. Guy has over seven years’ experience of working with clients to achieve more efficient and effective performance through better records management, improved information services and sharper web design. He is proficient in a number of research methods including group work and facilitation, compliance auditing, questionnaire design and surveying. Recent assignments include: Reviewing the performance of the corporate library attached to a major bank and producing costed options for service development. Carrying out a business process analysis for a government agency prior to the introduction of records management software. Facilitating a series of workshops with target users in order to produce a content specification and navigation for the web site of a prominent professional association. Completing a user survey and content specification for the information service of multinational communications company. Auditing two local government bodies for data protection purposes and creating compliance procedures and associated guides for staff. Before joining TFPL Guy practised as a solicitor and he continues to take an interest in legal matters, particularly those affecting records and information managers. He has run a number of legal risk seminars for professional service firms and for several years led the legal module on the Information Management MSc at London Metropolitan University. Guy is a graduate of the University of East Anglia and a member of the Law Society. guy.johnson@tfpl.com | save as Outlook contact Angela Abell Senior Associate Consultant Expert in knowledge and information management specialising in the development of skills, competencies and working practices appropriate to knowledge working. Angela Abell joined TFPL in 1994 to develop a consultancy practice and moved to a business development role in 1999 which she undertook until 2006, before becoming a TFPL Senior Associate Consultant. Angela has focused on the impact of the knowledge economy on all organisations, the way organisations approach information and knowledge management, and the implications this has for the development of skills and competencies throughout the workforce. Since the mid-1980s Angela has undertaken research and consultancy in areas associated with the management of information and knowledge and its impact on business performance. This includes the development of information and knowledge strategies, information auditing and knowledge mapping and the development of skills and competencies needed in the knowledge economy. She is currently leading a TFPL team to draft "KM skills and competencies: a guide to good practice" for the British Standards Institution. Previously she developed, with Val Skelton, the Skills Toolkit and the Competency Dictionary for knowledge and information specialists. Angela was project director of two influential research projects concerned with knowledge management skills and competencies. The results of the first were published as "Skills for knowledge management" in 1999; the results of the second were published in "Scenarios for the knowledge economy ". She is the joint author with Nigel Oxbrow “Competing with knowledge”, published by the Library Association in 2001, and is currently working on a book on information literacy with Shelia Corrall, Professor of Information Manager at the University of Sheffield. Angela has a wide range of professional experience and interests having held senior information management posts in the public, private and academic sectors, including managing an information company owned by a university. She is a visiting professor at the London Metropolitan University and on the advisory board of Sheffield University Department of Information Studies; a Fellow of the Chartered Institute of Library and Information Professionals (CILIP)and of the RSA; and a member of the Institute of Management Consultants and the Special Libraries Association (USA). consultancy@tfpl.com Sandra Ward Senior Associate Consultant Information and knowledge strategist focused on aligning IM and KM strategies and services with business direction. Sandra Ward was a Director of TFPL Ltd. from 1999 to 2006 and responsible for the development of TFPL’s information and knowledge management consultancy business, before moving into a Senior Associate Consultant role. Sandra's working life has been spent almost entirely in the information services business. The breadth and depth of this professional experience enables her to deliver projects ranging from the development of strategies for knowledge management; the optimisation and redevelopment of library and information service operations; the growth and support of communities and networks; the assessment of the value and impact of information and knowledge services; and the development of skills and processes for information and knowledge management. The skills that make these projects succeed include the ability to align information and knowledge activity with the needs of an organisation, to build rapport and trust with an organisation quickly, to deliver informed insights, and to develop compelling and practical solutions in partnership with the customer. In the last two years Sandra has delivered assignments in the legal, health and marketing sectors, worked with a number of government departments and agencies, and also with not for profit organisations. Prior to joining TFPL Sandra worked for Glaxo Wellcome (now GSK) as the UK Director of Information Services for R&D. Her responsibilities included the acquisition and deployment of published information, records management and data protection, the management of corporate information bases, the development of text information retrieval and foundation work in knowledge management. Sandra has always been committed to increasing the impact and influence of the LIS profession. She is currently and Chair of the Council of CILIP, the Chartered Institute of Library and Information Professionals and an honorary fellow of CILIP. She is also an associate editor of the Journal of Information Science, a member of the Board of Trustees of the Royal College of Veterinary Surgeons Trust , and a trustee of the Chemical Structure Association Trust . Sandra was a member of the Library and Information Commission (England and Wales) until its replacement by MLAC in April 2000, and was President of the Institute of Information Scientists (IIS) in 1997/98. consultancy@tfpl.com Adrian Dale Senior Associate Consultant A radical, creative thinker and an information and knowledge evangelist committed to making an immediate difference to clients businesses. Adrian Dale has 18 years experience in the fields of Knowledge Management, Competitive Intelligence and Information Science. Before joining TFPL as a Consultant, he was a Senior Manager for Unilever Research with responsibility for IT & Knowledge Management in their Research and Innovation Programmes. He is now one of TFPL's Senior Associate Consultants coaching organisations and their senior management in the development of information and knowledge strategies. He is an experienced Project Director currently working with a number of public and private sector organisations on the development of the information architectures that underpin their web sites and intranets. Adrian runs the TFPL knowledge management and information architecture training programmes helping organisations develop their skills in this increasingly important area. Adrian is Editor of the Journal of Information Science and a member of the Advisory Board of the Department of Information Science in Loughborough University UK. He is a fellow of the Chartered Institute of Library and Information Professionals and a Visiting Professor of Knowledge Management at the Athens University of Economics and Business. consultancy@tfpl.com Sajeda Tapas Consultancy Project Coordinator As project coordinator, Sajeda handles and coordinates all project administration for the Consultancy Team. She has strong customer & client support expertise and a background in project administration. Sajeda is a Marketing & Business Studies graduate with a wide range of skills, knowledge and experience gained through study and work. sajeda.tapas@tfpl.com | save as Outlook contact Alan Gilchrist Senior Associate Consultant Information architect focusing on software, classification, thesauri, and taxonomies to support search and navigation across enterprises. Alan has several years experience in designing useable systems, both from the user interface perspective and the content perspective. Prior to joining IDOX, Alan worked for leading-edge information management solutions vendors in the UK and Europe, as well as within various corporate knowledge and information departments in both the private and public sectors. Alan used to work as a senior analyst for Simulacra, who were a well respected user-oriented consultancy who carried out a lot of work in the public sector, notably education and central government. Alan joined IDOX in June 2006. Some of the projects Alan has worked on include: Redesigning the Arts Councils' new Intranet, including sitemap, wireframes, and other associated information architecture structures, such as metadata, page templates, and controlled vocabularies. Redesigning the information architecture for the Yellow Pages directory books, including their page layout, metadata scope and layout, navigational elements, indexes, class labels, etc. A full web-site redesign for Roffey Park, including the development of a comprehensive set of wire-frames, as well as a new conceptual framework for the website. Developing a taxonomy for the National Strategies for Capita (who run the outsourced National Strategies ion behalf of the DfES). Developing a semantic framework for QCA and their subject controlled vocabularies to make them more manageable and meaningful. Developed the DfES's SchoolsWeb e-channel’s controlled vocabulary (2300+ terms). Helped develop the content architecture for the DfES's SchoolsWeb e-channel, integrating it with the National Strategies taxonomy. Developed the DfES's Children & Families e-channel's controlled vocabulary (700+ terms). Developing a management framework for the integration of a DfES wide controlled vocabulary and the many consuming systems and other semantic structures in use in the DfES. Held user-centred workshops for the acquisition of users' requirements for the Museums, Libraries and Archives Council’s new case-studies website. An enterprise-wide audit of Jane’s Defence's information architecture and e-publishing processes and structures. The design and development of an enterprise-wide ontology and terminology for Baker Hughes OASIS, a global oil services company, for the representation and communication of structured information such as best practices, after action reviews, and exemplary drilling cases. The design and development of ontology / terminology tools for SemanticEdge, a leader in the use of knowledge resources enabling a more common-sense interaction for users with text and voice natural language dialog systems. Participated in several European-funded projects and networking initiatives (such as WonderWeb and OntoWeb) into ontology languages, the tools required to support their design, development, management, and evolution, as well the applications that leverage such knowledge-based resources. The design and development of ontology modelling methodologies and support systems for Language & Computing, a world leader in semantics-based healthcare informatics. Alan holds an MSc from Aberdeen University in Applied Artificial Intelligence as well as a BEng (Hons) from the University of Strathclyde, Glasgow, 1995. consultancy@tfpl.com Elizabeth Lank Senior Associate Consultant A specialist in facilitating collaborative working and helping people develop the understanding and skills to create organisations that mobilise knowledge effectively. Elizabeth Lank is a TFPL Senior Associate Consultant who works with private and public sector organisations to help them improve efficiency and effectiveness through greater cross-boundary collaboration and knowledge sharing. She has a particular interest in helping leaders harness knowledge and information as business assets, following nearly five years of practical implementation experience as programme director of a CEO-sponsored knowledge management initiative across a large multi-national (Fujitsu/ICL). Examples of typical leadership challenges she has helped to address include: How do we eliminate the organisational ‘silos’ that often lead to expensive reinvention of the wheel? How do we get better at sharing good practices without coming up against the ‘Not Invented Here’ syndrome? How can we build effective communities of practice to achieve specific outcomes – within our own organisation but also with external stakeholders? How can we ‘know what we know’ and put that knowledge to work to achieve our goals? Recent clients include AstraZeneca, the global pharmaceutical firm; Compass, the multinational food services group; IdeA, the Improvement and Development Agency for U.K. local government; the Inland Revenue, the U.K. tax authority; and Tesco, the leading retailer. After completing the INSEAD MBA degree in 1986, Elizabeth joined I.T. services company ICL and held a number of strategic organisational development, management development and internal communication roles (including leading ICL’s Mobilising Knowledge programme) before opting for a ‘portfolio career’ in January 2001. She spent the early part of her career working for the European headquarters of an American computer company in Geneva, Switzerland. A Canadian by birth, she graduated cum laude from Mount Holyoke College in Massachusetts in 1980. Elizabeth is co-author of the book The Power of Learning - A Guide to Gaining Competitive Advantage (IPD 1994), written as a practitioner’s guide to building ‘learning organisations’. The Swedish edition is called Lärande i Organisationen (Liber-Hermods 1995). She has published a number of articles on knowledge management and collaborated with Amin Rajan on the research report ‘Good Practices in Knowledge Creation and Exchange’ (CREATE 1998). She is a member of the international editorial boards of the Journal of Change Management, the Journal of Knowledge Management and Knowledge Management Review. Elizabeth is an expert evaluator for the European Commission’s Directorate General for Information Society. She has been a visiting lecturer on the Cabinet Office’s Top Management Programme, at INSEAD, London Business School and Henley Management College, as well as a regular speaker at public and in-company management conferences. consultancy@tfpl.com James Lappin Consultant James believes that records management principles are simple to understand and intriguing to apply, and brings this philosophy to his consultancy, training and facilitation. James has helped several organisations build and implement fileplans for their electronic records. He has pioneered an approach to building fileplans that harnesses the knowledge and differing perspectives of people within the organisation. He has also provided training sessions for EDRM implementation teams in various large organisations to equip them with the knowledge and confidence they need to build their fileplan. James is an accredited trainer for the European Commission, and regularly provides training for staff with document management responsibilities across the Commission. In the UK James has designed and delivered many large scale training programmes, training hundreds of managers and staff across large organisations, including: Freedom of Information training for managers in Gloucestershire County Council Records management training for every team in a large bank ERM training for information champions at the British Council, and shorter awareness sessions for all staff Data Protection training for the Local Government Association Hundreds of information professionals have paid to attend James' popular training courses at TFPL. James has designed and delivered a suite of training courses, including 'Introduction to Records Management', 'Introduction to EDRM', 'Building fileplans for electronic records' and 'Introduction to Metadata.' In 2006 James ran the UK’s first public training course on folksonomy. James obtained his MA in Archives and Records Management in 1995. Before becoming a consultant he held records management roles at the National Archives, The London Borough of Hammersmith and Fulham and the Wellcome Trust. In April 2007 he was elected Conference Director of the UK Records Management Society (RMS) . james.lappin@tfpl.com | save as Outlook contact Belinda Blaswick Consultant Belinda has worked with TFPL since 2005 and has been involved in a range of library, information management and web content projects. Projects have included: classification, taxonomy and controlled vocabulary development and review; information and knowledge audits, including questionnaire development and interviewing; library setup consultancy; and web based research. Recent projects include: Classification review for a large paper based directory Metadata review and mapping for an online image collection Development of a controlled vocabulary for a government agency website Benchmarking review and taxonomy development for a charity Belinda has also been involved in TFPL's research project into roles in the information industry which produced the white paper: Who's managing information? Information responsibilities in the digital world. Prior to joining TFPL Belinda gained seven years library experience with two top tier Australian law. During this time she worked on a range of intranet and library management projects, including: intranet design and development; online library catalogue implementation; library management system conversion and integration across multiple sites. Belinda has a Bachelor of Business (Information Management) from Royal Melbourne Institute of Technology. She has also completed a Graduate Certificate in Business (Information Systems) from Victoria University which focused on technology management, project management and usability design. belinda.blaswick@tfpl.com | save as Outlook contact Barry Mahon Senior Associate Consultant Information architect and content management specialist, concentrating on 'whole picture' analysis and matching of information flows and needs in organisations and implementing solutions. Barry Mahon who holds an M.Sc. in Information Science has been in the forefront of developments in the field of information management for over twenty years. He managed an information service for industrial users in Ireland before being seconded to the EU in 1978 to set up the first telecommunications network dedicated to online information, Euronet, in 1980. In this project Barry managed the introduction of over twenty online services from ten countries. From 1985 to 1991 he was managing director of the first company to set up email services in Europe and also supervised EU research projects. Based on his experiences in establishing Euronet he was asked to join the group from the R&D sector setting up the precursor to the Internet in Europe and was Chairman of the information services implementation committee. On behalf of the EU he undertook research projects in Africa, the Middle East and Asia on information networking. During this period he contributed a regular column for Information World Review. In 1991 he took over the role of Executive Director of Eusidic, the largest trade association in Europe for electronic information providers and major users. He established and took part in a number of sponsored research projects with Eusidic members, provided a regular electronic newsletter for members and edited the quarterly journal as well as organising conferences and seminars. In 1995 he was instrumental in the proposal to the EU to fund the Imprimatur project which analysed the various models for dealing with Intellectual Property management in the electronic age. The project brought together the major players from publishing, the music business and video sectors. In the period 1996/1998 Barry and his wife worked in West Africa as development workers, supporting a training school in the development of IT training and implementing an information and news service for NGOs active in the field. Since returning from Africa he has been working as a freelance consultant in the field of knowledge management. He has assisted TFPL in defining KM software functionalities, supported TFPL staff in the production of a book on KM implementation and provided background information on data privacy. He participated in the EU funded Ethos project for which TFPL was principal contractor, reviewing technical developments in the IT sector. He is currently particularly concerned with assessing new developments in KM and information management software. He has also worked with Ferber Information on the creation of rule bases for automatic indexing and has undertaken surveys of databases for Web based portals for the academic sector. He has continued to write on information topics for various publications and presented papers at conferences. As befits a pioneer in electronic information networking he divides his time between his homes in the South of France and Ireland, using the Internet as his means of communication and for keeping abreast of new products and services in the information sector. For TFPL he is providing assessments of developments in the field of KM for clients, writing background documents on new policy and technical issues in the information sector and contributing to TFPL project work for clients. consultancy@tfpl.com Ian Wooler Senior Associate Consultant Knowledge management professional with expertise in group/workshop development and facilitation. Ian is an experienced professional in knowledge management, business improvement, change management and facilitation, performed across a wide range of start-up, public and private business environments. He has a track record, and interest, in accelerating the transfer and re-use of know-how across teams to deliver a step-change in productivity and effectively managing people, process and technology costs. Recent assignments have included: The development and facilitation of a series of knowledge sharing workshops for a global organisation development of a balanced scorecard and KPIs for the information service of a major financial institution The development and implementation of a CRM strategy for a Government Agency Provision of an on-line moderation service for an intranet benchmarking forum Team development advice for a telematics start-up company Before joining TFPL as a Senior Associate Consultant, Ian was Chief Knowledge Officer and member of the Executive Team of 186k, a telecom start-up business, and was responsible to the CEO for instilling the organisation’s knowledge management discipline whereby 186k employees routinely create, capture and lever collective knowledge. Prior to joining 186k, Ian was the Knowledge Development Manager at BG plc where he was responsible for the International Information Centre and the development and implementation of knowledge management across the Group. Ian has also held a number of senior management roles in Business Improvement and Marketing in BG plc and British Gas. Ian is a Member of the Chartered Institute of Marketing, and an Associate Member of the Institute of Management Consultancy. consultancy@tfpl.com Jela Webb Senior Associate Consultant Information and Knowledge Management professional specialising in the provision of strategic consultancy to private and public sector organisations. A visiting University and Business School Lecturer with particular interests in achieving results through people sharing and learning together. Jela's areas of expertise include: Information and Knowledge Management Established and implemented a leading edge knowledge management capability for The New Learning Organisation, Nat West Group. Two-year project, benchmarked strongly against external initiatives. Engaged employees in use of knowledge management tools and techniques; successfully achieved organisational culture change where sharing knowledge became embedded in organisational processes. Successfully re-launched KM programme in Shell Group, providing ideas and recommendations to initiate cultural change programme and reward and recognition strategy. Authored Learning Guide to Knowledge Management for Ashridge Business School Researched and authored an in-depth report ‘KM for SMEs: Solutions and Strategies’ (published by Ark Group in Autumn 2004) Organisational Learning and Development Contributed to development of ‘Integrated Learning Model’ combining traditional training with online learning and new discipline of Knowledge Management. Associated article published in industry journal (copy available on request). Member of Ashridge Business School Online Learning Consortium. Advising on development of content for e-learning products. Modules include Finance, IT Awareness, Leadership, Marketing, Operations, Performance through People, Self-managed Career Development, Strategic Awareness and Team working. Authored material for CIPD professional qualification programme – ‘Managing Organisational Knowledge and Learning’. Developed technical content for ‘Budgeting with Confidence’ course for a training company delivering programmes to the Public Sector. Developing content and presenting sessions on Induction Programmes, Career Workshops, Risk Management Seminars and Knowledge Management in Nat West Group. Running KM workshops in Shell Group Created and established Centres of Expertise in Leadership and Management, Service and Sales and Operations, Risk and Markets to ensure that latest thinking incorporated in development of training programmes, for Nat West Group. Developing and delivering content for MSc modules ‘Strategic Information Management’ and ‘Managing Knowledge’ for London Metropolitan University. Strategy and Change Management Directing and shaping Business Unit operations through Plc wide change programmes. Specific responsibilities for communicating and managing change programme included dealing sensitively with impact of office close programmes and re-deployment/re-training of staff. Set the strategic direction for a number of newly created roles in Nat West Group; maximised performance against balanced scorecard measures, ensuring activities consistent with organisational goals and targets. Project managed a challenging migration programme, centralising lending operations in UK Clearing Bank. Contributed to, formulated and implemented new e-learning strategies in Financial Services Group, making substantial cost savings. Delivered workshops in USA to assist with initiation of new business processes in Shell International. Lecturing on ‘Change Management’ on combined BA/BSc programme for University of Brighton Professional Qualifications: Certificate of Credit (Teaching Skills), London Metropolitan University, 2005 Executive MSc Information and Knowledge Management, London Metropolitan University 2002 Dissertation ‘Investigating the role of organisational culture as a critical success factor in the roll out of Knowledge Management’ Member, Chartered Management Institute, 2000 Consultancy Skills MBA Elective, University of Brighton, 2000 Master of Business Administration, University of Brighton, 1998. Dissertation ‘Team working in the Organisation – Nat West as One Business’ Associate of Chartered Institute of Bankers, 1986 Including Continual Professional Development awards 1996, 1997, 1998, 1999, 2000 consultancy@tfpl.com Mayank Ladd Senior Associate Consultant EDRM and content management technical specialist able to analyse, implement and project manage effective solutions. Mayank is an experienced Programme/Project Manager and Services Consultant with a proven track record and comprehensive experience of Records Management, Enterprise Content Management, Document Management, Corporate Information Management, Knowledge Management, Electronic Workflow, Scanning, Data Capture, and e-Business technologies. Has delivered large, high-risk projects and programmes in complex environments using structured methodologies including PRINCE2. Has worked successfully at all levels of client organisations to ensure the effective specification and delivery of software and service solutions. Recent high profile multi £M budgetary project responsibility have included Highways Agency, Transport for London's ‘Congestion Charging Scheme’ and The DTI. In the private sector American Express, Arval PHH Group, Lloyds TSB and ABN Amro Bank. Recognised as highly motivated and delivery focussed with excellent communication skills and an ability to gain the confidence and trust of both staff and clients. Working as part of team, has been rated highly professional and having excellent delivery capability by The DTI and Fujitsu during a comprehensive and competitive prototype implementation for a new electronic document and records and system (EDRMS). May 2002, established CO-DO, a specialist company offering professional services and solutions on all aspects of corporate information management. Our niche skills include electronic document and records management (EDRM) and enterprise content management. consultancy@tfpl.com Rosemary Raddon Senior Associate Consultant Consultant on the formulation and implementation of knowledge, learning and organisational strategies. Rosemary Raddon is a Senior Consultant specialising in aspects of personal and career development. She has considerable experience in the information and library field, especially in the public sector and has held many senior posts. These include Head of Training for Ipswich Concern (Westminster Pastoral Foundation); Counsellor, National Health Service; Head of the School of Information Studies at the University of North London; Head of the School of Information Studies at the University of Northumberland; Principal Lecturer at Brighton University; Head of Service (Libraries and Arts) London Authority. She is also a part time lecturer for Birkbeck College. She has worked on projects for London Borough of Camden libraries, information Needs of Refugees, and the British Library. consultancy@tfpl.com Alec Thomas Senior Associate Consultant A chartered occupational psychologist with a wide range of experience in selection, assessment, training, management development, and career management. Relevant experience in the field of assessment: Psychologist assessor on 40+ Assessment Centres assessing candidates for Policy Analyst (Band C/Grade 7/Principal) posts in the Civil Service. Assessing seven competencies using five elements (including 16PF personality questionnaire) in one day (plus reports and telephone feedback). Accredited by the Dept of Education and Skills to act as an assessor on the Fast Track scheme for the recruitment and development of “high flying” teachers. Prime responsibility is to act as an assessor on an Assessment Centre assessing nine competencies and three values using six elements over a period of three days. Recruitment of Revenue Protection Officers for London transport. The Assessment Centre consisted of Written Exercise, interview and role play with "difficult" customer". Marking of Written exercises for Home Office internal management promotion processes. Management of large scale testing (200+ people per day) of candidates for posts in the Independent Police Complaints Commission. Worked with 12 NHS Trusts on the assessment of candidates for mainly Director level posts, designing and delivering assessment centres using psychometric tools and work simulations. Development of Competence framework to underpin HR practices including assessment. Recent experience of assessing outplacement clients with the aim of providing careers guidance. Development of competence based Assessment Centres to meet the needs of a newly privatised British Telecom in the 1980’s Trainer of Interviewers/AC Assessors - while with BT I directed 5 day pass/fail courses in competence based assessment techniques. Recently (Nov 03) ran course on the use of Competency Based Interviewing within assessment centres. Examples of providing feedback, in particular managing difficult feedback: Provision of Development focused feedback to candidates for the DFES Fast Track scheme and Scottish Executive Policy Analyst Posts - these normally takes the form of a 20 - 40 min telephone session supported by a written development report. Feedback to candidates who have not been successful in gaining senior management posts - both face to face and over the telephone. Feedback to career management clients on their personal style and abilities. Feedback to participants in development assessment centres. Feedback to managers who had failed an assessment techniques course and were not going to be permitted to assess job candidates. Examples of working under pressure to tight deadlines in an assessment context. Often have to “turn around” reports for assessment purposes e.g. provide reports to a final selection board - this has sometimes to be done on a same day basis in a few hours. When working in an Outplacement situation often have to see large numbers of people who have been made redundant. This has frequently to be done within very tight timescales. Regularly have to turn around reports on candidates going through multi element ACs so that all the evidence would be available to assessors at “wash up” sessions. When directing five-day courses in assessment techniques had to track the progress and learning of groups of nine students going through a total of 45 practice interviews plus practising the use of other assessment tools. Working on DFES Fast Track Assessment Centres calls for the assessment of six competencies and three values using five work simulations and one interview over two days. Professional Qualifications: MA Hons (Psychology), University of Dundee M.Sc. Occupational Psychology, University of London Graduate Member of Chartered Institute of Personnel and Development Chartered Member of British Psychological Society Licensed/registered to use a variety of instruments, including the SHL Occupational Personality Questionnaires; Myers Briggs Type Indicator; Firo B Interpersonal Relations Questionnaire; 16PF5 Personality Questionnaire. consultancy@tfpl.com Reynold Leming Senior Associate Consultant Consultant specialising in electronic records and document management. Reynold has worked in a number of commercial and management roles within the computing and information services industry. He graduated from Southampton University in 1985 with BA Hons degree in History. 1999 – 2000: General Manager (Bureau services), Scan Image Services Ltd 1996 – 1999: Manager, Imaging & Workflow solutions (FileNET and PC DOCS partner), Trace Computers plc 1995 – 1996: Manager, Financial Solutions (Trimco EDMS solutions and Staffware partner), Altris Ltd (Formerly Trimco, now Spescom) 1994 – 1995: Business Development, Investment Accounting systems, Datastream International 1987 – 1994: Business Development and Customer Service, Investment Accounting systems, Extel Financial Ltd 1986 – 1987: Editorial (Textline service), Reuters Areas of Expertise: Filing Strategy: covering records storage, filing systems, retention/disposition policies and digitisation projects. EDM Strategy: specifying and selecting for solutions for scanning, forms processing, electronic document and records management, report management, workflow and full text retrieval. Internet Strategy: specifying editorial policies, graphic design schemes and content management requirements for intranet, extranet and internet web sites, including knowledge management solutions. Customer Projects: Reynold has wide experience of working within both the public and private sector. Clients have included Abbey National, Bath & North east Somerset Council, Bristol City Council, BCWA Healthcare, Business West, Butler & Tanner, Citibank, Deutsche Bank, Envolve, Fosters Event Catering, Hemisphere Fund Services, HSBC Re, Learning & Skills Council, Mizuho Corporate Bank, P&O, Standard Chartered, The Landscape Institute, The Mortgage Operation, Warburg Dillon Read, West of England Strategic Partnership, WMB Bank, XL Capital, Zurich. Reynold has knowledge of the following application/service areas: Image processing and workflow for shared financial service centres and transaction processing operations Forms processing and electronic data capture COLD/ERM solutions Electronic document solutions for publishing, legal, surveying, recruitment, financial service, membership and other professional organisations Content Management solutions for new and legacy websites Design of retention policies Evaluation of records storage options Backfile conversion projects Management of inhouse scanning operations Example projects include: Knowledge Management Programme Assisting a Business Link organisation in implementing a knowledge management strategy, including: Taxonomy definition Specification of Intranet system for knowledge contribution and collaboration Project management of software development Interviewing staff and managing editorial programme Managing cultural change New Information Website Assisting a local authority in designing and delivering a new website for local business and inward investment, including: Design of content map Authoring of workflow policy and editorial plan Specification of content management system Project management of software development Electronic Document Management Project Assisting a corporate client in evaluating the options for EDM technology in reducing paperwork stored onsite, automating operations and improving disaster recovery, including: Staff interviews and needs analysis Specification of COLD application for Payroll Enhancement of intranet with full text retrieval technology Specification of pilot programme for EDM Office Move and Records Management Strategy Assisting a client in evaluating whether they should retain their records store inhouse or contract an external archive storage vendor, including: Environmental review of proposed new inhouse records centre Assessment of volumes and storage options Evaluation of services and pricing options from third party suppliers consultancy@tfpl.com Peter Chivers Senior Associate Consultant KM strategist with particular focus on alignment of knowledge management programmes with corporate objectives. Peter has a broad commercial background with over 30 years experience in professional services, including more than 10 years responsibility for leading teams and delivering change in a global context. He has a proven track record of identifying knowledge and information management issues critical to business, and the development of appropriate strategic solutions to increase profitability. Peter's involvement and achievements to date include: General management: Senior member of the international committee that determined the global strategic direction of knowledge management within KMPG, including the prioritisation of a $10m budget; chairman of the related operations sub-committee responsible for ensuring implementation of the agreed initiatives. Chairman of the Europe, Middle East and Africa Knowledge Management Operations Committee providing direction to 50 countries in EMA. Directed international teams responsible for the identification and implementation of strategic initiatives, delivering significant profit improvements. Led multi-disciplinary teams delivering specific projects with full budget responsibility and operating to tight deadlines. Managed a group of 40 people with a £6 million budget. Additionally provided direction to a further 200 full-time equivalents in the operating business units. Substantial experience of negotiating large third-party contracts, particularly for computer software (e.g. Verity) and digital content (e.g. Gartner). Strategy and planning: Led the business planning process for KPMG UK, challenging the key assumptions and identifying key sensitivities, delivering a consolidated corporate plan. Identified, developed the concept and then founded Knowledge Management within KPMG UK and extended the approach globally to 50 countries and 80,000 users. Developed and implemented a performance management system to change the reporting to the Board from financial measurement to both external and internal performance measures. As part of this project, identified the elements the firm had to attain to achieve success and produced measures consistent with these objectives. Directed a project, which within six months, designed, developed and implemented an executive information system providing on-line financial performance information to 400 reporting entities. Spoken at many external conferences on knowledge management, e-commerce and change management topics. These included ebic, Reuters and major legal conferences. Knowledge Management: Developed the framework and founded a Knowledge Management Group of 40 people and a £6 million budget providing focussed information to 12,000 UK employees. Implemented a knowledge sharing system (intranet) used by over 70% of all UK employees on a daily basis. Directed many knowledge management projects including collaborative capabilities and integration of internal and external content sources, exploiting relevant technologies, each adding to the business effectiveness of the organisation. Led significant culture changes programmes required to obtain the business benefits from knowledge management: the willingness to share capabilities with others to derive business efficiency. Developed a collaboration approach, including sharing environments such as internet, intranet, extranet and secure client team environments, delivering increased revenues and enhanced client relationships. Introduced to KPMG the concept of knowledge sharing forums with peers exchanging views and approaches that increased efficiency and reduced risk. Business reviews: Managed a major business process re-engineering review of the KPMG tax practice achieving substantial increases in profitability through cost elimination and increased efficiency. Identified the need for and led a small team carrying out diagnostic reviews of knowledge management capability in the major practices in Europe and Africa, to highlight areas for specific improvement, developing specific action plans for local implementation. Led a team carrying out a cost reduction programme of the major business units within the firm, identifying specific areas for cost elimination and more efficient business processes. Achieved cost reductions of over 10% in targeted areas. Led the preparation of KPMG UK for its practice risk review following which a clean report was issued. Audited and conducted performance reviews of client companies, particularly in the property and pension fund sectors. Peter is a member of the Institute of Chartered Accountants in England & Wales. consultancy@tfpl.com Juliet Humphries Senior Associate Consultant Consultant working with organisations to develop and enhance their knowledge capabilities to meet business needs. Juliet is an experienced professional in knowledge management with 15 years practical experience. Before joining TFPL as a Senior Associate Consultant, she was the Director for Knowledge at Linklaters with global responsibility for the knowledge and information services provided within the firm and to its clients. As a Senior Associate Consultant with TFPL Juliet helps clients develop their knowledge strategies so that they can best support their business objectives and bring business benefit. She has experience in helping organisations to: share best practice through the development of organisational networks and communities of practice; determine the knowledge systems and processes appropriate to the organisation and its clients which encourage and reward knowledge sharing and stimulate innovation and creativity; learn from past experience to increase future effectiveness and efficiency; and develop and motivate their knowledge workers. Juliet has led workshops and spoken extensively on topics relating to knowledge and information management and has been actively involved in a number of working parties both within and outside the legal profession. Juliet qualified as a lawyer and has an MBA in Law Firm Management. consultancy@tfpl.com Dion Lindsay Senior Associate Consultant Consultant on knowledge management and information services strategies, with extensive experience in the health and voluntary sectors. Dion is a knowledge and information management professional with extensive experience in the health and voluntary sectors gained through senior roles at the Department of Health and the MNDA. consultancy@tfpl.com Chris Collison Senior Associate Consultant An internationally recognised figure in the field of knowledge management, experienced in the leadership and implementation of organisational change from a people perspective.