Jonathan Read6 Hallgate

Thorpe EndNorwichNorfolk

NR13 5DQ01603 701736 / 0773 979 7323.

johnathan2 8 @btinternet.com

PROFESSIONAL PROFILE

A professional, proactive Project Manager and Lead Business Analyst. Combines strong business acumen, solid IT knowledge with extensive project management and business analysis experience. An outstanding motivator with a proven ability to manage structurally-complex teams including external resources and third party suppliers. Has extensive experience of managing senior stakeholder expectations, conflicts and engaging diverse business partners. Possesses excellent interpersonal skills and can communicate clearly and concisely at all levels.

Project Management methods and processes, Business Analysis, Digital, eCommerce, Agile, Scrum, Waterfall, Retail Banking, Life and Pensions, General Insurance, Planning, Stakeholder

management, Business Strategy and benefits realisation.

PROFESSIONAL SKILLS and EXPERIENCE

Project management: Full lifecycle, Structured Methodologies (Waterfall, Scrum, Agile). Project and portfolio planning. Risk and Issue management. Resource demand and supply. Budget management and benefit realisation. Stakeholder management.Business Analysis: Lead Analyst/Consultant, Coaching and mentoring, Business and functional requirements analysis and business cases. Agile story writing and backlog management. Shaping the proposition. Workshop facilitation. Gap Analysis. ‘As is’ ‘To be’ modellingProject Tools: Microsoft Project. Visio. Word. Excel. PowerPoint.People Management: Project/Team leadership (direct and virtual). Stakeholder - Third party/supplier and Project Office management.

KEY SKILLS/KNOWLEDGE/RESPONSIBILITIES

Project Management and delivery of eCommerce, Front end to Back end integrated projects, utilising a combination of business analyst consultancy and project management skills within a structured methodology (Prince 2, Agile, Scrum, CITI and QMS). Typical project team size of up to 12 internal project staff, including management of up to 10 key stakeholders, multiple 3rd parties and budgets of up to £1m.

Lead eCommerce Business Analyst - responsible for the coaching, mentoring and development of permanent/contractor business analysts.

Strong experience of the User Experience and design phases of UI/Web development. Ability to manage self and work with limited supervision to meet targets and objectives Able to adjust analysis techniques to fit both Waterfall, Agile and Scrum development

methodologies Excellent written, verbal, presentation and interpersonal skills and the ability to adjust to different

audiences Strong influencing and negotiation skills. Highly analytical and maintain a high degree of technical awareness. Strong Stakeholder Management Strong experience in ‘End User Testing’ – from development, SIT and UAT through to live

commissioning Responsible for the development of the business analyst role whilst working in a digital

environment. i.e. shaping of the online business proposition, business engagement, document production to agreed quality standards, adherence to governance and procedure.

Be considered as a business analyst consultant in terms of the shaping of the proposition and the solution offered to the business around analysis and design.

Review of business analyst best practice - weekly meetings with business analyst's to review best practice, better ways of working and sharing of lessons learned.

Responsible for the resource demand and supply of business analyst's, user architects and design consultants.

Delivery of Image and Workflow systems.

Managing and building teams of 12 to 18 skilled staff to administer policy holder pensions, managing their personal development, setting objectives through scheduling of 1:1's and formal appraisals.

KEY EXPERIENCE AND ACHIEVEMENTS

Aviva – Digital Delivery

Contractor – Digital Project Manager June 16 to present

Guest Registration Programme and Multi Product Holding Portfolio

Responsible for the delivery of end-to-end analysis capabilities for a range of digital projects throughout their whole lifecycle. Taking the concept and customer proposition through the feasibility, shaping and definition process and into development, build, testing and project implementation.

Project Deliveries

Family Travel Discount

Health Essentials – Cancer Care

Fast Track Registration for Aviva Shareholders

Aviva – Digital Delivery overall responsibilities

Lead the IT & Change team through delivery phase using Agile Day to day Relationship management across Aviva and Barclaycard work streams Completion of all IT/Change Governance documentation requirements within required

timescales Manage all costs spent v plan and report for Steering Group Attendance of Steering Group meetings Design and delivery of work-stream deliverables to the required standards in terms of quality

and timeliness Identification of and managing resources to meet delivery of the plan Set up and management of Project Jira board Escalation point for IT & Change team for risks and issues, impacting progress of the overall

project delivery. Manage the testing activities in conjunction with the Test Manager

Key deliveries/outputs

Accountability for the delivery of the documented and agreed Technical Solution work-stream scope to agreed time, quality and budget

IT & Change delivery plan IT input to SG packs CARDI Log – update and monitoring IT & Change Status reports Monthly cost & resources update Maintain PPMC with resource plan Co-ordination of estimates for new scope / change requests Production of the end-to-end Testing Strategy Responsible for the end-to-end test phase of the project ensuring that solution delivered is as

per signed off requirements and to acceptance quality criteria Service Management Plans and handover to BAU Facilitate the gathering of the end to end business requirements / story development across

Aviva and Barclaycard (e.g. IT, MI & Finance, Operations) Production of detailed business processes and customer / data journey documents Document and seek full sign off of the Product Backlog

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Aviva – Digital Delivery

Contractor – Digital Business Analyst Mar 15 to May 16

Project Deliveries

FCA Authorisation and Customer Disclosure Project

Project was initiated to reflect the fact that customers will now be transacting with UKD (Digital) as an intermediary/introducer, therefore specific changes will be required to the status disclosure information we currently provide in our sales and renewal documentation, call scripts, web journeys and interactive voice response (IVR). Changes are required across all General, Life and Health Insurance product lines UKD are selling direct to customers.

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MyAviva Registration programme - Protection Customer Incentive Dec 15 to Mar 15

Incentivised customer campaign targeted to 1.2M Protection customers. The marketing activity focused around direct mail and email activity to re-engage customers and optimise response. Tests proved that planned incentives will drive higher response (i.e. win one of 10 Ipads; five pairs of tickets to Rugby Premiership game in New York or alternatively higher value customers will receive an M&S voucher.

The marketing campaign navigated customers to the registration pages in MyAviva, form there a bespoke registration process informed the customer as to what incentive they were entitled to. This data was sent to a 3rd party (via an API) who manage the fulfilment to the customer. Automated operational processes were put in place to manage customer queries and these were fed back to the 3rd party to manage accordingly.

Marketing activity will allow us to test and learn quickly with regard to how Protection customers respond to registration activity. The activity was phased to allow for rapid test and learn allowing for larger later sends to be re-planned as appropriate.

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Responsibilities

Shaping of the proposition Owner of the product backlog (internal and joint) – responsible for sign off and change control

management process Day to day engagement with key project stakeholders including 3rd parties e.g. Optimise Work with Solution Designer to generate Solution Design Documentation Work with business and Designer to generate solution to meet business requirements and

articulating them into Agile stories via JIRA and Confluence Support all testing phases, feed into the creation of the test plan to ensure that testing will fully

satisfy business requirements Initial point of contact for testing errors/defects Identification of project risks and Issues

Key deliveries/outputs

Document and seek full sign off of the Product Backlog via JIRA Running the Daily Scrum sessions CARDI Log – update and monitoring Co-ordination of estimates for new scope / change requests Support the production of the end-to-end Testing Strategy Responsible for the end-to-end test phase of the project ensuring that solution delivered is as

per signed off requirements/stories and to acceptance quality criteria Service Management Plans and handover to BAU Facilitate the gathering of the end to end business requirements / story development across

Aviva and 3rd parties (e.g. IT, MI & Finance, Operations) Production of detailed business processes and customer / data journey documents

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Willis – GB Technology

Contractor – Project Manager Sept 15 to present

Project Deliveries

CASS 5 Project

In August 2012, the FSA published their consultation paper to update CASS 5 (CP 12/20) for Client Money rules for Insurance Intermediaries.  CASS 5a outlines a number of regulatory concerns regarding poor rule understanding, poor compliance and missing or incomplete documentation.  The necessary changes required to meet these regulatory requirements was satisfied by Willis GB designing, building an implementing a new Client money reporting (Qlikview) tool to satisfy the FCA's (Financial Conduct Authority) CASS 5 rules. To enable Willis Finance and Marketing Security to accurately report on Client Money and monitor potential breaches on Client Money rules, the delivery required changes to financial back end applications/databases and functional enhancements to the new strategic Client Money reporting tool (Qlikview) generating 5 new reports via a new reporting dashboard within Qlikview, using data from various sources.

Responsibilities

Accountable for the overall success and delivery success of multiple project workstreams and all deliverables within:

Ensured all workstream supporting documentation including Low level planning, risks and issues RAID log are contemporary at all times.

Preparation of realistic High, Medium and Low level project plans and monitor the project on a regular basis revising the forecast where necessary.

Communicating project progress information on a timely basis to: Project sponsor, IS management, BU's and the project team. Maintain excellent working relationships with Sponsor, BU's, 3rd parties and others to manage their expectations of the project.

Kept a wide Stakeholder listing appraised on success and issues at all times. Internal and external parties. Responsible for the preparation, approval, delivery and representation of Project updates to a

number of governance forums including Project Management meetings, Working Group, Steering Group, Audit committee and Board updates.

Managed work stream resource plans allowing the projects to be properly staffed with the required skill sets.

Continuous challenge of existing processes that do not support or embrace the regulatory requirements.

Lead and facilitate requirements gathering and solution workshops with stakeholders, vendor(s) and functional/technical subject matter experts as required.

Provide general guidance to project team members during design, build, test and implementation phases of the project.

Fully supported the QA & UAT processes with input/review. Support the Test Manager in the execution of the Test strategy at the defined point. Communicate effectively with all team members and internal stakeholders to report on progress

against agreed deliverables. Ensure peer review carried out on all first examples of deliverables to ensure the quality of

documentation is appropriate and compliant with Group standards. Supported business change activities where required, including training and preparation of user

documentation. Forward managed the next phase of development and prioritisation of any change requests

Responsible for achieving Operational Acceptance from all impacted internal functions. Responsible for document preparation and approval and to recognise all impacted

stakeholders. Supported the Test Manager in the prioritisation and adjudication of defects following UAT. To project manage any associated development with 3rd parties (Sequel, iGate)

Key deliveries/outputs

Accountability for the delivery of the documented and agreed Technical Solution work-stream scope to agreed time, quality and budget

Willis GB Technology delivery plan IT input to SG and Client Money Committee packs CARDI Log – update and monitoring Willis GB Technology Status reports Monthly cost & resources update Maintain Planveiw with resource plan, risk and issue updates Co-ordination of estimates for new scope / change requests Production of the end-to-end Testing Strategy Responsible for the end-to-end test phase of the project ensuring that solution delivered is as

per signed off requirements and to acceptance quality criteria Service Management Plans and handover to BAU Facilitate the gathering of the end to end business requirements / story development across

Aviva and Barclaycard (e.g. IT, MI & Finance, Operations) Production of detailed business processes and customer / data journey documents Document and seek full sign off of the solution design, specifications and test plans.

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Aviva – UKGI IT & Change

Contractor – Hybrid Project Manager/Lead Business Analyst Nov 14 to Aug 15

Project Deliveries

Affinity solution project (including Barclaycard)

Delivery of a solution to enable Aviva’s Affinity partners, and their customers to access the Aviva UK Direct end-to-end proposition, via an introducer model by Q3 2015; with Barclaycard being the first customer. The solution has been built to give Aviva a re-usable capability for future Affinity opportunities in the partner and intermediary distribution channels, which will significantly increase our win probability on future deals as a ‘Go To’ insurer and supports UK&I General Insurance’s growth agenda.

Responsibilities

Project Manager

Lead the IT & Change team through delivery phase using Agile Day to day Relationship management across Aviva and Barclaycard work streams Completion of all IT/Change Governance documentation requirements within required

timescales Manage all costs spent v plan and report for Steering Group with appropriate engagement to

the Investment Committee as necessary Attendance of Steering Group meetings Design and delivery of work-stream deliverables to the required standards in terms of quality

and timeliness Identification of and managing resources to meet delivery of the plan Set up and management of Project Jira board Escalation point for IT & Change team for risks and issues, impacting progress of the overall

project delivery. Manage the testing activities in conjunction with the Test Manager

Lead Business Analysis

Owner of the product backlog (internal and joint) – responsible for sign off and change control management process

Day to day engagement with Barclaycard Business Analysts Work with Solution Designer to generate Solution Design Document Work with business and Designer to generate solution to meet business requirements and

articulating them into Agile stories via JIRA and Confluence Support all testing phases, feed into the creation of the test plan to ensure that testing will fully

satisfy business requirements Initial point of contact for testing errors/defects Identification of project risks and Issues

Key deliveries/outputs

Accountability for the delivery of the documented and agreed Technical Solution work-stream scope to agreed time, quality and budget

IT & Change delivery plan IT input to SG packs CARDI Log – update and monitoring IT & Change Status reports Monthly cost & resources update Maintain PPMC with resource plan Co-ordination of estimates for new scope / change requests Production of the end-to-end Testing Strategy Responsible for the end-to-end test phase of the project ensuring that solution delivered is as

per signed off requirements and to acceptance quality criteria Service Management Plans and handover to BAU Facilitate the gathering of the end to end business requirements / story development across

Aviva and Barclaycard (e.g. IT, MI & Finance, Operations) Production of detailed business processes and customer / data journey documents Document and seek full sign off of the Product Backlog

------------------------------------------------------------------------------------------------------------------------------------------Barclays – Proposition and Development Team - Digital Banking

Contractor – Hybrid Project Manager/Business Analyst May 13 to October 14

Responsible for the delivery of end-to-end analysis capabilities for a range of digital projects throughout their whole lifecycle. Taking the concept and customer proposition through the feasibility, shaping and definition process and into development, build, testing and project implementation.

Responsibilities

Critical evaluation and evolution of business ideas – facilitation of the delivery of business propositions online

Requirements elicitation - helped structure the thinking of project stakeholders to get to the true requirements/design that will drive business benefit

Stakeholder management - managed conflicting requirements and views; facilitated agreement across a diverse range of stakeholders, i.e. Product, Legal, Compliance, Fraud and Digital, ensured that stakeholders were appropriately engaged throughout the project lifecycle.

Build and managed relationships with key stakeholders and 3rd parties Clearly and concisely document agreed requirements using the most appropriate format for the

project, i.e. use cases, user stories, business requirements documentation (story backlog) and functional specifications

Act as the conduit between business stakeholders and the technical team - facilitated developer and tester understanding of business requirements. Where necessary, I worked with the development team, other analysts and business stakeholder to derive technical/functional requirements, maintaining traceability with original business requirements.

Assisted with the prioritisation of requirements and the scheduling of their delivery, ensuring that these are aligned to the needs of the business.

Ensured that appropriate UAT plans and coverage are put in place, including the derivation of such tests and participation in UAT execution. Produced test scripts to support the UAT execution.

Process modelling and business design work was carried out, including identification of operational and organisational impacts

Identified of high-level training and communication needs, may include the creation of documentation to support training activities.

Project deliveries

Home Pathway - Phase 1a – MyPolicy (‘ Going digital ’)

To provide Barclays Home insurance (BHI) customers access to a self-service portal.To provide a registration process for Barclays Home insurance (BHI) customers to set-up a dedicated user-id and password which will allow access to the new service. Once registered the portal will provide Barclays Home Insurance (BHI) customers the ability to:-

Make mid-term changes to the current policy, View their documents online, Notify a claim,

To view and accept their renewal online.Via a fully re branded and styled 3rd party hosted site (Barclays.co.uk style)

Home Pathway - Phase 1b – MyPolicy (Retail Online Banking (ROLB) ‘ Digital HUB’ )

To develop the solution delivered in phase 1a (above) to provide Barclays Home insurance (BHI) customers access to a self-service portal seamless via Barclays ROLB (secure site).To make the MyPolicy portal available to all Barclays Home insurance (BHI) customers who have access to ROLB Provide some capability through the MyPolicy portal to customers who hold policies other than BHITo make Barclays Home insurance product available to ROLB customers through an integrated quote & buy process via a single sign on (SSO) to a fully re branded and re-styled 3rd party hosted site.

Home Pathway You Shaped Phase 2a (‘ Bringing simplicity & flexibility’….The ‘game changer’)

Phase 2.0 now concentrates on simplifying the insurance buying journey, a ‘game changer’, by splitting conventional home insurance grouping into lifestyle packs and offering a device agnostic journey. Using Aviva back end systems; pricing, underwriting, quoting et al Barclays will build a front end solution where the proposition would offer a pick ‘n’ mix insurance offering integrated with Barclays Online Banking Featurestore function to compliment the complete digital Barclays offering.

Key deliveries/outputs:

• Scope Document• Budget Tracking• Weekly meetings• Detailed Business/Functional Requirements Documentation (incl. MI)• Process Definition and data modelling• Project plans• RAID Log• Stakeholder maps and management• Status reporting• Implementation Planning• Training guides• Commissioning plans• Post Implementation Review------------------------------------------------------------------------------------------------------------------------------------------AVIVA Group – General Insurance/Life – eCommerce, Strategy, Policy Op Delivery

Contractor Lead Business Analyst/Project Manager Sept 08 – April 13

Delivery of multiple e Commerce projects ranging from tactical solutions, small, medium to large strategic platform projects. The projects are all driven form the UKGI eCommerce Strategy and vary dramatically in their scope and delivery approach e.g. complete site re-design and re-build, back end system integration, whitelabeling, re-pricing, calculators, forms, quotes, mobile and tablet applications. Responsible for the coaching, mentoring and development of a team of business analysts and to act as a business analyst consultant in terms of the shaping of the proposition and the solution offered to the business around analysis and design.

Management of project teams of up to 20 staff (Project Team and internal/external stakeholders) Budget management of up to £1m Responsible for the coaching, mentoring and development of a team of business analysts. Responsible for the resource demand and supply of business analyst's, user architects and design

consultants. Considered as a business analyst consultant in terms of the shaping of the proposition and the

solution offered to the business around analysis and design. Review of business analyst best practice on a regular basis Detailed analysis of existing and new functionality (‘As is’ ‘To be’) Work closely with the business, User Experience and Design Team to enable accurate production

of functional requirements. Facilitation of Project Definition Workshops and communication of the outputs Production of management information and reports Built and managed relationships with key stakeholders and 3rd parties Detailed analyse of business/functional requirements and impacts on existing systems and

processes through continuous liaison with all business areas to access business requirements and developers to access technical impacts.

Assess, monitor and manage project risks, issues, dependencies and assumptions i.e. RAID log, plans

Project documentation produced in accordance with eCommerce standards and governance. Work closely with the Test Manager/Analyst to understand the approach and plan for the User

Acceptance Testing Phase.

Key deliveries/outputs:

Scope Document Budget Tracking Weekly meetings Detailed Business/Functional Requirements Documentation Process Definition and data modelling Project plans RAID Log Stakeholder maps and management Status reporting Implementation Planning Training guides Commissioning plans Post Implementation Review

Recent Project Deliveries

Help Me @ Retirement Project

Rebuild/redesign the current Pensions and Retirement website to support the Brand & Marketing Strategy, designed to attract existing and new customers to engage more with their own financial needs at retirement.As part of the e-Commerce Marketing proposition the project delivered a HTML and online tool that provides consumers with Annuity Quotes. This was called the Retirement Income Calculator (RIC) Flash Tool and it sat on secure pages within the aviva.co.uk domain.Project team consisted of 20 staff (Project Team and internal/external stakeholders)Budget - £1m for Phase 1 and 2.

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RAC Redesign Project

Development and redesign of the current RAC website to ensure that a clearer site purpose and structure is in place to support an increase in sales volumes and that a more simplified and flexible navigation leads to compelling content that increases site visits and provides a greater overall sense of membership.Project team consisted of 15 staff (Project Team and internal/external stakeholders)Budget - £0.5m

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IB eBroking Portal Project

Development and redesign of a new eBroking portal that will provide Brokers with quick and easy access to IB products & services. The new portal will replace the existing eBroking website and will become the primary entry point for all Brokers.Project team consisted of 18 staff (Project Team and internal/external stakeholders)Budget - £0.8m------------------------------------------------------------------------------------------------------------------------------------------

AVIVA Group – UK Life/Business Change & IT

2008 Off-Shoring Programme - Senior Business Analyst Jan 08 – July 08Senior Analyst for the design and development of the Off-shoring Model across Life, Pensions and Contact Business Areas. The programme was designed to create the conditions to realise P&L benefit for the ‘Business Areas’ while fulfilling the commitment made to Aviva to implement a Build-Operate-Transfer Model with their suppliers. This will ultimately ensure that NUL delivers its contribution to the Aviva wide strategy.

Typical responsibilities across these projects:-

Responsible for the coaching, mentoring and development of business analysts Review of business analyst best practice on a regular basis Be considered as a business analyst consultant in terms of the shaping of the proposition and the

solution offered to the business around analysis and design. Analysis of existing and new functionality (‘As is’ ‘To be’) Process mapping of existing and new business back end processes Gap Analysis assessment Work closely with the business, User Experience and Design Team to enable accurate production

of functional requirements. Functional requirements are maintained and accessed against the new re-designed ‘Site

Map’/Architecture and ‘Wire Frame’ development. Facilitation of Project Definition Workshops and communication of the outputs Production of management information and reports Work stream management Built and managed relationships with key stakeholders and 3rd parties e.g. Foolproof, Chemistry,

Balloondog Analyse of business/functional requirements and impacts on existing systems and processes

through continuous liaison with all business areas to access business requirements and developers to access technical impacts.

Assess, monitor and manage project risks, issues, dependencies and assumptions i.e. CARDI log. Project documentation was produced in accordance with Aviva/eCommerce standards and

governance.

Key deliveries/outputs:

Feasability Study documentation Facilitation of requirements workshops Detailed Business/Functional Requirements Documentation Process Definition and data modelling Budget Tracking--------------------------------------------------------------------------------------------------------------------------------------

Virgin MoneyBusiness Transformation/IT DevelopmentVM Mortgage Project – Senior Business Analyst June 07 – Dec 07

Virgin Money (VM) does not sell their own Mortgage Products within in their current suit of financial products. The main purpose of this project is to build and launch innovative and new VM mortgage products to the market place on a new banking platform.

Managed internal projects within agreed time, cost and quality parameters, achieving strict application of an Issue/Risk management process.

Production of management information and reports Built and managed relationships with key stakeholders and 3rd parties. Set up and define role of a Process Factory Team to build and maintain business processes and

production of business/functional specs for Agile Development Define and develop the role of an analyst within an Agile Development Team. Project Manage the production of Agile development requirements for the entire Sales Process. Analyse of business requirements and impacts on existing systems and processes through

continuous liaison with all business areas to access business requirements and developers to access technical impacts.

Developers/Testers were fully briefed on the functional requirements prior to development commencing.

Facilitated ‘Show and Tell’ presentations of development to the business and project teams. Production of Strategic Test Approaches for End to End Testing

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RBS GroupGroup Technology – ITDMUlster Project – Lead Analyst Nov 06 – May 07

At present there is no RBS Group capability to sell Offset mortgages in Northern Ireland, in addition there is no Offset mortgage sold under the Ulster Bank brand in Republic of Ireland. The main purpose of this project is to provide two new mortgage products on the CMS platform. - Ulster Bank branded Offset mortgage for sales in Republic of Ireland. - Ulster Bank branded Offset mortgage for sales in Northern Ireland.

Mentor analysts and ensure all analysts are productive within an acceptable time of joining projects under my leadership.

Review of business analyst best practice on a regular basis Be considered as a business analyst consultant in terms of the shaping of the proposition and the

solution offered to the business around analysis and design. Managed internal projects within agreed time, cost and quality parameters, achieving strict

application of an Issue/Risk management process Production of management information and reports Analyse of business requirements and impacts on existing systems and processes through

continuous liaison with all business areas to access business requirements and developers to access technical impacts.

Successful production of key definition documentation i.e. Functional Specification Documents were produced walked-through and signed off to the agreed schedule by all parties.

Impact of all changes were analysed and documented to enable the production of change requests. Change logs were maintained for the above documents once they have been signed-off. Change Requests (RFC’s/TDR’s) were written and maintained in accordance with the current

standards. Developers were fully briefed on changes prior to the start of technical specification development. Testers were fully briefed on changes prior to the start of test plan development. Played an active roll in the review and sign off of test plans. All changes were reviewed against the business requirements, and TDR’s evidenced with analyst

test output, before moving to the next environment. Developers and Testers were continuously kept up-to-date with all changes during development

and testing. Analysed issues raised by Testers, ensuring that they were in scope before raising TDR’s for them. Project documentation was produced in accordance with Application Development Life Cycle

(Project Life Cycle) requirements. Chaired the Analysts meetings on a weekly basis to report on progress, issues and risks. Mentor analysts and ensure all analysts are productive within an acceptable time of joining projects

under my leadership. Deputise for the senior project manager in their absence i.e. appropriate issues escalated to the

senior project manager or programme manager, chairing of PM meetings. Project MI available on request by the senior project manager or programme manager. Summary of progress available on the project manager’s return.

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RBS GroupGroup Technology – ITDMEnhancements Project – Lead Analyst Jan 06 – Oct 06

To provide small projects at a lower cost than could be achieved by putting a specific project team in place. To manage priorities by working with One Account-CMS Project Services and the stakeholder businesses and brands to ensure that the team have a prioritised workstack.

Mentor analysts and ensure all analysts are productive within an acceptable time of joining projects under my leadership.

Review of business analyst best practice on a regular basis Be considered as a business analyst consultant in terms of the shaping of the proposition and

the solution offered to the business around analysis and design. Managed internal projects within agreed time, cost and quality parameters, achieving strict

application of an Issue/Risk management process Thoroughly analyse business requirements and impacts on existing systems and processes

through continuous liaison with all business areas to access business requirements and developers to access technical impacts.

Production of management information and reports Successful production of key definition documentation i.e. Business Requirements and

Functional Specification Documents were produced, walked-through and signed off to the agreed schedule.

Impact of all changes were analysed and documented to enable the production of change requests.

Change logs were maintained for the above documents once they have been signed-off. Change Requests (TDR’s) were written and maintained in accordance with the current

standards. Developers were fully briefed on changes prior to the start of technical specification

development. Testers were fully briefed on changes prior to the start of test plan development. All changes were reviewed against the business requirements, and TDR’s evidenced with

analyst test output, before moving to the next environment.

Developers and Testers were continuously kept up-to-date with all changes during development and testing.

Analysed issues raised by Testers, ensuring that they were in scope before raising TDR’s for them.

Production of Implementation, Commissioning plans. Worked closely with business support and Application Production Support Teams in handing

over each project and relative documentation to group standards. Project documentation was produced in accordance with Application Development Life Cycle

(Project Life Cycle) requirements. Deputise for the senior project manager in their absence i.e. appropriate issues escalated to the

senior project manager or programme manager, chairing of PM meetings. Project MI available on request by the senior project manager or programme manager. Summary of progress available on the project manager’s return.

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RBS GroupGroup Technology – ITDMFirst Active Republic Of Ireland Migration Project - Senior Analyst Oct 05 – Dec 05

The purpose of this project is to electronically transfer (Migrate) the First Active Current Account Mortgage to the target Offset system on the Client Management System and Republic of Ireland Host platforms over the Live weekend, with all subsequent servicing to be carried out on the target Offset system.

Thoroughly analyse business requirements and impacts on existing systems through continuous liaison with all business areas to access business requirements and developers to access technical impacts. Successful production of key definition documentation i.e. Functional Specification Documents were produced, walked-through and signed off to the agreed schedule.

AVIVA Group – NU Life/Business Change

Project Crystal/Raising Standards - Project Manager/Business Analyst July 02 – Sept 05

Design, build and automatic production of Statutory Money Purchase Illustrations (SMPI) and Raising Standards yearly statements to 1.4m policyholders.

Management of business analysis phases, high and detailed level design, through multi-site facilitation of project definition workshops across 4 separate business units.

and budget e.g. High Level Business Requirements Document, Detailed Business Requirements Document, Modelled process changes, System/Product Document matrices and project logs.

Provided key input into System Solution Design, Training and Testing plans. Production of management information and reports Agreed processes to monitor Business Process Improvements Provide gap analysis ensuring all detailed business requirements are established & implemented

into the relevant staged releases. Continuous liasion with Systems Analysts and Designers to ensure 'best fit' IT solutions to the

changes the programme/project delivers. Produced clear plans and communication links with the SIT and UAT environments to ensure that

live commissioning was carried out on time and on budget with minimal impact on the operation. Management of the ‘end use’ testing and live commissioning environments, using Test Director

Software, to enable the operational business to sign off agreed test scenario’s. Managed the project within agreed time, cost and quality parameters, achieving strict application of

an Issue/Risk management process, setting out and gaining stakeholder buy-in to a phased delivery approach.

Produced business case, plan and benefit realisation documentation. Established a reporting process that accurately shows the status of progress. Attended regular

senior management meetings (Director level) to report progress. Developed a structure within the project team to ensure everyone aware of each others

responsibilities and how they fit in with the overall project delivery. Agreed process to deliver the cost benefit analysis and business case sign off. Managed hand-over to Production Support with minimal workarounds for both IT and Operations. Managed delivery of Project Closedown activities within agreed time-scales. e.g. PIR Worked with stakeholder areas to ensure that realistic benefits articulated.

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AVIVA Group – NU Life/Business Change Jan 02 - June 02

E-Commerce - Bulk Data Download/On-Line Policy Enquiry - Business Analyst/Project Manager

To enable key Independent Financial Advisors to download policyholder information from the Internet in bulk, and individually on-line.

Managed/facilitated definition, planning and development workshops across multi-sites to establish scope and deliverables, securing & co-ordinating resource from four business units to work on the project.

Managed the project within agreed time, cost and quality parameters, achieving strict application of an Issue/Risk management process, setting out and gaining stakeholder buy-in to a phased delivery approach.

Agreed process to ensure use of Business Analysis/Business Design techniques, methodologies and tools.

Organised re-modelling and documentation of business processes where necessary Work with key internal and external project stakeholders to established the requirements for the

implementation of changes in the business process. Agreed the structure and audience of Detailed Definition workshops to enable successful delivery of

project definition documentation and solution options. Work with systems analysts to interpret business requirements Set up appropriate cross-site project structure to ensure delivery. Influencing key stakeholders to

follow an appropriate project development methodology. Produced business case, plan and benefit realisation documentation. Agreed processes to monitor benefits realisation and provision of Management Information. Chaired progress/issues meeting with representatives from the four business units involved in the

project and in addition to key stakeholders.

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AVIVA Group – NU Life/Operations Jan 93 to Dec 01

Operations Manager/Senior Pensions Business Consultant

Managing and building teams of 12 to 18 skilled staff to administer policy holder pensions, managing their personal development, setting objectives through scheduling of 1:1's and formal appraisals.

Successful management and monitoring of team progress through use of Work Management/Accounting Systems, consistently achieved 95% work status targets, which assisted in the development of the 'clear desk policy' approach.

Staff development and training needs were supported vigorously to create a well motivate team.

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QUALIFICATIONS/TRAINING AND CAREER DEVELOPMENT

Scrum Master - Aviva Agile development – Barclays/Aviva/Virgin Prince 2 - Achieved course accreditation Making Projects Work (MPW) – Norwich Union CITI - Advanced Project Management – Achieved course accreditation QUIP - Quality in Projects Taking Control and Managing People Workshops – Norwich Union Negotiating and Influencing Skills Course - Momentum Consultants Limited Business Systems Analysis & Design course – Norwich Union Presentation and Facilitation Skills workshop - Momentum Consultants Limited/Norwich Union Quality Management System (QMS) Training – NUL Project Methodology

METHODOLGIES

Project Management Framework (PMF), CITI, Prince 2, Agile, SCRUM, CMMI and Quality Management System (QMS)

APPLICATIONS & MISCELLANEOUS

Jira, PPMC, Lotus Notes, Visio, MS Office Suit (incl. Outlook), XP, Test Director V8.0, TRAC, Document Manager System, OnDemand, Image and Workflow, Quality Centre

SPORT/LEISURE INTERESTS

Captained various football teams at Youth and Senior level. Played at County level (Junior and Senior), NCFC Youth, England-U15's, and semi-professional level.

EDUCATION

O’Levels: Maths, English, Economics, Physics, P.E, History, Geography, Chemistry, Art'A' Levels: Geography, Economics, History.

PERSONAL

Date of Birth: 26th January 1968Clean driving licence

REFERENCES

Company – Willis Group/AVIVA InsuranceName - Kevin Baker Job Title - Senior Project Manager Telephone Number - 07795552332

Company – AVIVA InsuranceName – Neil Baxter Job Title – eCommerce, Strategy, Policy Op Delivery – Programme Manager Telephone Number - 07799478345

Company – Barclays Digital BankingName – Kerry SpaldingJob Title – Head of Project Portfolio Management | UK Retail and Business Banking | Digital Banking

Company – AVIVA InsuranceName – Tim Ferguson Job Title – eCommerce, Strategy, Policy Op Delivery – Head of eCommerce & Web Operational Delivery Telephone Number – 07800693171

Company – RBS Group/Virgin MoneyName – Carolyn Jones Job Title - Project ManagerTelephone Number - 07941011143