Summary
Overview
Work History
Education
Skills
Leadership Training
Telephone
References
Mountain biking, Hiking, Camping
Timeline
Generic

Joel Geysen

Altona Meadows,VIC

Summary

I am an initiative-taking, dedicated individual with solid problem-solving leadership and coaching skills. My extensive Project & Portfolio Management experience has encompassed the management of internal and external stakeholder relationships. Strengths include a strong working knowledge of project management for both Agile/Lean Governance and Waterfall approaches; training in PRINCE2, PMBOK & the SDLC. My competencies include project scheduling, issue, financial, risk and change and quality management. I thrive in a dynamic, productive, and professional environment while achieving business results.

Overview

31
31
years of professional experience

Work History

Specialist, Technology Resilience

IAG
04.2022 - Current
  • Lead the planning, execution and reporting of disaster recovery test events.
  • Manage technology resilience projects including scope, people, budget and risks.
  • Lead technology resilience governance and reporting.
    Communicate technology resilience programme and supporting processes to other technology staff.
  • Manage staff on specific projects or tasks to Be able to influence and persuade technology peers, specialists and managers.
  • Create and maintain technology resilience documentation and plans.
  • Lead internal and external audit engagements within technology resilience.
    Use internal and external data sources to provide insight and a forward-looking view of technology resilience.
  • Maintain a view of market developments and drive innovation and incorporate best practice in technology resilience capability.
  • Create and implement improved Governance and reporting for Technology Resilience Team.

Analyst, Reporting & Governance Decommissioning Team

IAG Pty Ltd / CGU Insurance
03.2013 - 04.2022
  • Enable effective and efficient project/program delivery through the design, implementation, evolution, and management of systems and processes
  • Manage and Present Total Cost of Ownership for Claims and Policy Simplification Program
  • Ensure accurate financial and benefit reporting for the Decom Squad
  • Ensure effective reporting of project and decommissioning issues and risks
  • Reduction in components on the APM/TPM
  • Develop Roadmap to reduce components from the APM/TPM each fiscal year
  • Track and report baseline, forecast, completions and adapt to ensure end of year targets achieved
  • Support effective project execution through change and communications leadership
  • Develop and maintain data to provide ad hoc reporting for the Decom Squad
  • Work with Key Stakeholders to document the Discovery phase of the Claims / Policy Systems in NZ
  • This provides the direction for the decommissioned and archiving of Claims Systems
  • Provide Tech Debt analysis and reporting through Service Now
  • Key Achievements: Implement Project Governance Processes and Procedures for the Decom Squad utilising existing tools
  • This was my first goal I implemented, ensuring continuous improvement
  • I was able to lean on my extensive list of Project Governance knowledge to implement agile and non-agile methodology
  • The practices implemented we continue to use today
  • Developed the Total Cost of Ownership function model that provides a view of costs/benefits associated with all legacy Claims and Policy systems on the Simplification Roadmap
  • The model shows where costs/capacity cannot leave the business and need to be reallocated to other systems budgets
  • This involved organising workshops, engaging key stakeholders, and presenting results to the Application Owners and EM/EGM’s.

Agile Coach/Coordinator

IAG Pty Ltd / CGU Insurance
12.2015 - 12.2017
  • Maintain the Agile Initiative Wall to ensure it reflects high level status and progress of each Platforms Initiatives
  • Manage and Digital Wall to ensure it reflect physical Value Stream Wall
  • Facilitate Daily Stand-up meetings, follow up on actions
  • Work with Key Business Stakeholders to ensure the migration of Initiative through the proposition development wall and advice
  • Ensure the Agile/Lean Governance is followed within the Value Stream and ensure continual improvement and efficiencies are implemented
  • Develop and documentation and process gaps for the Agile ways of working then implement these revisions through the Lean Governance Office
  • Work with the Financial Team to track Initiatives through a fix capacity model to ensure the right level of approval is provided through the Initiative Lifecycle
  • Achievements: Management of Inceptions Workshops, this involved ensuring the right stakeholders are involved and then facilitation of (up to 3 days) the Inception workshops to kick off an Initiative in the right way to improve success
  • Coaching of other PM’s on the process of running Inceptions
  • Assist the Guild Master in Sydney with the running of the PPIM (Platform, Project, and Initiative Management) Guild in Melbourne; this would require coordination and promotion of Brown Bag’s, speaker events, training
  • Review the knowledge of Guild Members to ensure the right training provided so everyone was on the same level/understanding of Agile Framework and Lean Governance.

PMO Practise Team Leader

IAG Pty Ltd / CGU Insurance
03.2015 - 12.2015
  • Manage Performance, Development and Coaching for each Project Coordinators/Administrator within the Melbourne Office of IAG Pty Ltd (10 direct reports)
  • Ensure a consistent approach to the ways of working maintained for each Team Member
  • Ensure relevant communication filtered through to the PMO Practise from all areas of the business
  • Development and facilitation of fortnightly PMO Practise meetings ensuring relevant content presented meetings are conducted with involvement from all team members
  • Achievements: Development of FY15/16 goals across the PMO Practise ensure alignment to the companies’ direction and culture
  • Management of Year End Performance appraisals and remuneration reviews for all FT employees
  • This needed to align to the FY14/15 goals for the organisation.

Programme/Portfolio Coordinator

IAG Pty Ltd / CGU Insurance
05.2014 - 03.2015
  • All Program reporting requirements completed to an acceptable quality and in a timely manner
  • Processes developed and documented to manage Program/ Risk/Issues and Change Requests/Decision
  • Program/Project Financials accurately maintained, and processes outlined
  • Ensure Team members are resourced with the appropriate tools to perform their tasks
  • Ensure Team members are resourced with the appropriate tools to perform their tasks
  • Setup and manage the structure of SharePoint to ensure a strict document management system
  • Achievements: Worked within the PMO on the Wesfarmers Integration Program ($120 million program) to successfully direct Project/Program Manager and staff towards a common Project Governance and Ways of Working
  • The Program including 5 Program Streams with a total of 20 Projects
  • Reporting across all aspect of Governance, Risk/Issues, Change, Decisions was complicated requiring a common method for any escalation through the various control boards
  • Development of the Financial Management process from scratch to ensure alignment and consistency across each of the Programs and Projects
  • Needed to record the Actuals, Budget, and Forecast for multiple Cost Centres and Work trackers.

Project Coordinator

IAG Pty Ltd / CGU Insurance
03.2013 - 05.2014
  • Establish, maintain, and produce reports, documents, and presentation packs to enable project deliverables to be achieved
  • Ensure that all project information, documentation, and products can be easily located and accessed by project teams including file maintenance, version control and archiving
  • Track and monitor project deliverables and provide project teams with appropriate insights as required
  • Ensure quality standards met according to the CGU Project Management Methodology and Governance Framework
  • Coordinate project resources performance duties such as processing resource requests, managing timesheets and payroll activities, and coordinating on-boarding for new staff members
  • Maintain up-to-date project financial records as well as prepare end of month reconciliation with the corporate financial system
  • Manage other administrative tasks including, meeting organisation, agenda and minutes production, calendar maintenance, event organisation, travel arrangements, and ad-hoc requests as required
  • Achievements: Managed the Implementation component of the Salesforce Implementation Project within CGU
  • This required the coordinator of daily stand ups, review and resolve issues as they arise, and management of defects post implementation to ensure they were included in the next round of development.

Project and Process Coordinator

Morgan Stanley Wealth Management
05.2007 - 01.2013
  • Manage the Project Governance process using the Morgan Stanley Wealth Manager SDLC
  • Work with project managers to ensure that projects meet the project governance requirements, including all reporting mechanisms and budget control measures
  • Consult with regional Project Offices within Morgan Stanley to manage improvements and implement any requirements related to Project Governance globally
  • Provide regular financial reporting providing feedback and solutions as required
  • Assist the Technology Manager on providing the section budget for each year ensuring resourcing and business requirements met
  • Maintain up to date issue and risk logs, work with teams to provide clear mitigation plans
  • Facilitate key “Project Gateway” meetings for the team; this included distributing agenda, minutes and collaborating with the team to meet all requirements to ensure the project passed through successfully
  • Key Gateway’s would include Kick off Meetings, Technical Design Reviews and Post Project Reviews
  • Update the Project Document Library with key Project Documentation
  • Manage the Business Continuity for the Morgan Stanley Wealth Management in Australia working with each business group to establish up to date plans for maintaining business functions
  • Coordinate the testing of Business Continuity functions, liaising between local business groups and international key stake holder engagement
  • Achievements: Key stake holder involved with regional Project Management offices in New York and Mumbai to review and provide advice on current software development lifecycle and project governance
  • The new governance plan to implemented by 2013 globally
  • Work with all business groups across Morgan Stanley Wealth Management to implement end to end workable Business Continuity Plans for 400 employees, in 13 Business Groups across 5 different branches.

Project Coordinator

Coles Myer Pty. Ltd.
02.2004 - 05.2007
  • Develop and implement a consistent and standardised project management process across the Coles Myer Programs
  • Manage and develop a consistent Risk and Issue Management methodologies and processes
  • Manage the Project Budget (20 million plus), include forecasting and all financial reporting
  • Maintain a consistent set of ‘Standards and Procedures’ for all Project Documentation
  • Develop and Maintain the Project Plan and the Deliverables sign-off process
  • Manage the Status Reporting within the Program and reporting back through to the Coles Myer Program Office
  • Manage the UAT Testing component for the TMS/YMS Project
  • Assist the Implementation Manager with the organisation for the Go-Live of the TMS/YMS
  • Achievements: Delivering a Time and Resource Management system to 1100 Coles and BiLo stores
  • The project was implemented within timeframe and budget
  • Implementing project management processes within a large program; including coordinating risks and issue status and reporting, coordinating, and maintaining the development of a large Project Management Plan involving varied key stake holders within the organisation.

Junior Project Manager

Department of Education, Employment and Training
11.2002 - 02.2004
  • Coordinate the successful migration of the ADSL service to 900 Victorian government schools
  • Manage the upgrade of MS Exchange servers for 16,000 Edu mail users
  • Manage the relationship and communication within the Project Teams
  • Manage project resources (including responsibility for direct reports)
  • Provide weekly detailed reports to the IT General Manager and Group Manager on status of the project to timeframe
  • Facilitate weekly meetings with the DE&T Project Team and AAPT; this includes producing a set agenda and recording the minutes
  • Managing the Issue Register and the Risk Log to ensure issues are resolved and Senior Management notified of risks during each project phase
  • Manage contact information and track communication for the 835 Government schools involved in the project
  • Understanding and use of the Prince2 Project Management methodology including associated tools
  • Managed change log to track changes within the project
  • Collaborating regularly within IT division
  • Recommend best solutions within change management model
  • Achievements: Coordination of the ADSL Migration Project, 900 schools were migrated to provide faster bandwidth through the use of ADSL Technology
  • The creation and implementation of weekly detailed reports provided to the General Manager on the progress of the ADSL migration project
  • The reporting was tracked against key performance indicators
  • The reports also included the completions, number of migration issue/faults and budget status, which allowed an accurate update to the Minister of Education on the progress of the ADSL project
  • Creation and establishment of a Contacts Database in MS Access to track the ADSL project outlining contact details for each school and correspondence between the project team and their customers
  • Using the database allowed the project teams’ resources to update information in ‘real time’ and have access to previous correspondence when dealing with the customer
  • The database was also used to produce reports for management as well as enabled the flexibility to produce additional data/reports based on the needs of the project.

Project Coordinator

Department of Education, Employment and Training
10.2001 - 11.2002
  • Maintaining the access database utilised for tracking the progress of each school for the Bridging the Digital Divide program
  • This includes providing reports and making design changes to the database where required
  • Develop and document the processes and procedures behind the Bridging the Digital Divide Project, including both internal (DE&T) and external processes (Panel Contractors)
  • Perform the account processing of the Bridging the Digital Divide program, this includes raising orders, tracking grant money, sourcing quotations and processing payments
  • Assessing the validity of any submissions by the contractors and schools relating to the upgrading of the school’s curriculum network
  • Consult with cabling contractors to schedule site visits and network installations
  • Manage and provide updates to the Networking in Schools database
  • Manage the content behind the Networking in Schools website on SOFWEB
  • Achievements: Successfully achieved the target number of schools who required network upgrades within the first 12 months of the Bridging the Digital Divide Project.

Project Coordinator

Surefire/Pharmasol Pty. Ltd.
05.2001 - 09.2001
  • Managed the Implementation of the Surefire Point of Sale System into Supermarket and Newsagency sites across Australia
  • Consult with external clients and resolve problems or disputes during implementation process
  • Implemented actions required to achieve a successful outcome
  • Development of Project Plans using Microsoft Project for the Implementation Section
  • Consulting with suppliers and contractors to agree on a process and logical information flow
  • Achievements: Managed multiple projects at once for the implementation of the Surefire Systems, of which projects conducted interstate
  • This involved the scheduling and managing of internal employee’s, external contractors and the customer needs and responsibilities
  • Coordinator and development of a new Implementation Procedure for the Surefire Point of Sale System
  • The focus of this documentation was to save costs by streamlining the process and by utilising third party companies more efficiently
  • This document allowed relevant parties to monitor each stage of the implementation process and then know what was to complete.

Newsagency Implementation Support

Surefire Systems
07.2000 - 05.2001
  • Managing the implementation of any new Surefire Retail Systems into retail Newsagencies
  • Obtaining a solid understanding of the Surefire Retail System to assist with providing On Site or Help Desk Support
  • Maintaining and developing new and existing documentation for the Newsagency Vertical section
  • Main ‘up to date’ information on the product development for the Surefire Retail System so this can be conveyed to customers and team members
  • Software and Hardware testing of the Newsagency Point of Sale system prior to major software releases
  • In conjunction with Business Analysts conducting analysis of a new client’s requirements to adapt this with the Surefire Retail System
  • Participating in the planning of projects as required, this incorporated software development, implementation of systems and training
  • Communicating with clients on problems and disputes to assess, prioritise, and implement the actions required to resolve these problems
  • Assisting with building and developing strong relationships with our customer base
  • Achievements: Conducted and organised ‘on-site’ training of the Surefire Point of Sale system, over a period of two months involving interstate travel.

Project Administrator

Sigma Pty. Ltd.
04.1999 - 07.2000
  • Assisting the Senior Project Managers in managing the implementation of Projects
  • Providing quotations for customers
  • Managing the ordering and stock levels of the Point-of-Sale consumables for our customers
  • Managing the maintenance and accounting requirements for the Point-of-Sale section of Sigma
  • This included providing statements, invoices, and quotes to external customers, internally this included recording expenses and providing reports to management on a regular basis
  • Managing internal sales and order processing
  • Managing the implementation process for new installations from ‘Purchase Order’ stage through to the ‘Live Day’
  • Managing the internal documentation process for both the Sales and Implementation procedures.

Project Administrator

Ipex Information Technology Group
11.1992 - 04.1999
  • Assisting the Senior Project Manager
  • Managing the implementation of the Department of Justice state-wide SOE machines
  • Documentation control and project development
  • Planning and executing large rollout of PC’s
  • Scheduling intensive processes & procedures
  • Development of Project Plans
  • Problem solving and overcoming objections
  • Consulting with customers to achieve desirable outcomes
  • Overseeing implementation of PC’s incorporating 1700 Department of Education sites
  • Sales Support and Account Management
  • Achievements: Delivering a Time and Resource Management system to 1100 Coles and BiLo stores
  • The project was implemented within timeframe and budget
  • Implementing project management processes within a large program; including coordinating risks and issue status and reporting, coordinating, and maintaining the development of a large Project Management Plan involving varied key stake holders within the organisation.

Education

Bachelor of Town Planning (Incomplete left Year 2 to Travel and Work) -

Victorian University of Technology
Melbourne, VIC
01.1992

Victorian Certificate of Education -

Emerald Secondary College
01.1991

Skills

  • Microsoft Office 365 (Excel, Word, OneNote, PowerPoint)
  • Microsoft Project up to 2010
  • Microsoft Visio
  • Microsoft Access
  • JIRA / Confluence
  • Sharepoint
  • Effective Process Writing Course
  • PRINCE2 Project Fundamentals Course
  • PMBOK Project Methodology Course
  • Agile Governance Fundamentals Course
  • Mentoring and Coaching

Leadership Training

  • Leader as Coach (2014)
  • Emerging Leaders Course (2015)
  • Courageous Coaching (2015)

Telephone

(03) 9315 8972, 0408 129 847

References

Available upon request

Mountain biking, Hiking, Camping

I am a very active outdoor person in my spare time and have taken my passion for Mountain biking to a level where I was President of GMBC Geelong Mountain Bike Club (GMBC) of which we had 400+ Members. This personal journey provided a wonderful opportunity to enhance my leadership skills, event management skills and the ability to deal with key stakeholders within the community, like Parks Victoria, event vendors, Ambulance Victoria and GMBC members. I was also a coach and mentor to my daughters Netball Team for 3 years bringing them from bottom of the ladder to a Grand Final.

Timeline

Specialist, Technology Resilience

IAG
04.2022 - Current

Agile Coach/Coordinator

IAG Pty Ltd / CGU Insurance
12.2015 - 12.2017

PMO Practise Team Leader

IAG Pty Ltd / CGU Insurance
03.2015 - 12.2015

Programme/Portfolio Coordinator

IAG Pty Ltd / CGU Insurance
05.2014 - 03.2015

Analyst, Reporting & Governance Decommissioning Team

IAG Pty Ltd / CGU Insurance
03.2013 - 04.2022

Project Coordinator

IAG Pty Ltd / CGU Insurance
03.2013 - 05.2014

Project and Process Coordinator

Morgan Stanley Wealth Management
05.2007 - 01.2013

Project Coordinator

Coles Myer Pty. Ltd.
02.2004 - 05.2007

Junior Project Manager

Department of Education, Employment and Training
11.2002 - 02.2004

Project Coordinator

Department of Education, Employment and Training
10.2001 - 11.2002

Project Coordinator

Surefire/Pharmasol Pty. Ltd.
05.2001 - 09.2001

Newsagency Implementation Support

Surefire Systems
07.2000 - 05.2001

Project Administrator

Sigma Pty. Ltd.
04.1999 - 07.2000

Project Administrator

Ipex Information Technology Group
11.1992 - 04.1999

Bachelor of Town Planning (Incomplete left Year 2 to Travel and Work) -

Victorian University of Technology

Victorian Certificate of Education -

Emerald Secondary College

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Joel Geysen