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Rachel Percy

Rachel is an internationally certified management consultant specialising in training, project management coaching and facilitation. She has worked in the private and not-for-profit sectors across New Zealand, Australia and the United Kingdom. Rachel excelled academically receiving two scholarships and a Master of Management Studies in Technology with Merit.

Rachel has experience in:

• Facilitation of strategic issues and change
• Executive coaching
• Project management coaching
• Teambuilding
• Developing and running training
• Organisational change
• Customer Relationship Management (CRM)
• Business Process Improvement (BPI)
• IT project management

• Certified Management Consultant (Institute of Management Consultants NZ)
• Masters of Management Studies in Technology (with merit) (Victoria University)
• Received Sarah Anne Rhodes Scholarship (Victoria University)
• Bachelor of Science (Waikato University)
• Offered Deans Merit Award for Master of Science
• Certificate in Hypnosis and Supportive Hypnotherapy (Alpha Hypnosis)

Rachel's roles in her career include:

• Consultant at Deloitte Consulting, NZ
• Implementation Manager at the National Autistic Society, UK
• Senior Consultant and Product Leader (in CRM and BPI) at Horwath Consulting, UK
• Director, Potentiality - Personal and Corporate Development, NZ

Rachel's consulting engagements include:

Facilitation of Strategic Issues and Change:

Led a large organisational project which involved a review of strategic issues, the development of priorities for strategic development and the planning of the changes.

Strategic Organisational Change - Trade Association:

Managed an organisational change project through facilitated workshops with all staff and intensive feedback sessions with the Senior Management Team. The process reduced fears around change and opened up communication channels for improvement in organisational efficiency and effectiveness.

Team Building - Large Membership Organisation:

Team-building work with two merging core departments to help individuals feel more involved and comfortable with the changes. This was accomplished through direct work with a member of the senior management team and facilitated workshops with all staff concerned.

Project Management - Large Pharmaceutical Company:

The client found that internal projects, key to the organisation's growth and future success, were not delivering the necessary benefits. Rachel worked with the client to produce a Project Management framework and toolkit specific to their needs that could be used by internal Project Managers to support them with the success of internal projects.

Customer Relationship Management - Large Membership Organisation:

Led a client project team in a huge organisational project under the banner of Customer Relationship Management. The project began with a review of the current organisational mission and strategy. The main focus of the project was to create a self-managed team within the client to drive the changes. This task involved some knowledge transfer of CRM and also involved recruiting and training a project manager. The project objectives were to create a culture of uniformly excellent customer service. This staff-led project continues successfully today.

Business Process Improvement - Trade Union:

Led a project to enable a large trade union to improve document management and business processes organisation-wide in order to improve services to members. This was achieved through facilitating workshops with all levels of staff.

IT Project Management - Quasi Governmental, Teaching Association:

Led the review of user requirements and advised on an approach to develop a web-based content management system and online community. Included facilitated workshops with the Senior Management Team and the project team to select appropriate suppliers. The project ensured the client took the approach to development which best suited them and ultimately chose the most appropriate company to develop the website for them.

Website Scoping - Trade Association:

Led a project to scope a website. This was achieved through facilitated workshops and discussions with marketing and information technology directors of large competing construction companies. This website can be viewed on www.new-homes.co.uk

Project Rescue - Trade Association:

Mended a broken relationship between client, consultants and suppliers by helping often hostile parties reach a common goal and understanding, and ultimately a project which achieved its original goals.

It Project Management - National Autistic Society:

As implementation manager of a human resource system across 22 schools and services Rachel's role included:

• Managing the project and project team
• Gaining buy-in from the board to the staff on the ground
• Managing external supplies
• Customising the system
• Improving business processes
• Developing and carrying out training
• Recruiting and training a permanent team to continue the rollout and support the system.

Rachel has developed and run the following courses:

• Strategic change and planning
• Getting the most out of existing resources
• Customer Relationship Management; what's in it for me?
• Business Process Improvement
• Project Management
• Power Meetings - running effective meetings
• Dealing with difficult customers
• HR, IT training

Rachel has spoken at the following events

• 'CRM; what is in it for FUNDRAISERS?', Institute of Fundraising Convention, Birmingham, UK, 2002
• 'CRM', Professional Fundraising Forum, London, UK, 2002
• 'CRM', Financial Solutions Expo, London, UK, 2002
• 'About Horwath Consulting', Horwath Clark Whitehall Conference, UK, 2002
• 'How to ensure you are getting the most out of your IT investment', Third Sector Expo, London, UK, 2002
• 'How to check your investment in ICT is working', Charles Russell Charity Conference, London, UK, 2001

Senior Manager, Charity Sector, NZ

The client was overcommitted professionally and personally, resulting in detrimental affects on his health, happiness and young family. Using the Potentiality Framework for Success© allowed the client to get clear on his values and priorities and looked at skills and techniques for managing expectations and relationships for those responsibilities he wished to remove or reduce from his life.

Deputy Chief Executive, Membership Organisation, UK

Advised on issues pertaining to organisational strategy and the relationships within the Senior Management Team and between the SMT and staff. This mentoring relationship also focused on more personal issues in relation to the success of a large change project and the individual's personal and career concerns.

Business Development Manager, NZ

Worked one-on-one with the client to clarify his core values and use these as a template for career decisions and to make several large lifestyle decisions. The client felt the benefits of external assistance were: the holistic approach to professional and personal life, getting clear (and documented) what was really important to them (that is, core values).

Marketing Executive, Publications, NZ

The client felt frustrated in her current job, but was uncertain what she wished to do and what she might enjoy, and hence was having difficulty setting long-term goals. The Potentiality Framework for Success© assisted her in understanding what was important, and what might be her subsequent career steps. The processes had the following outcomes:

• Helped manage short-term stress of the current negative work environment
• Reduced the fear in the uncertainty of the future
• Clarified core values
• Allowed the setting of short- and medium-term goals

Project Manager, Large Optician, UK

Supported a project manager throughout a business case and pre-tendering process for an important human resources project. Also supported the client in developing key skills and making important career decisions.