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Learning and Effectiveness Professional who builds synergy between operations and talent

Diversified experience in improving performance through consulting, restructuring, and training.

Demonstrated ability to achieve business results by partnering with senior teams on strategic and tactical initiatives.

Recognized for strong facilitation and problem solving skills, with keen ability to align diverse audiences Proven ability to manage compliance with state and federal regulations.


Computer Skills
MS Office, including Access MS Visio and Project Adobe Acrobat Captivate SharePoint Webex
Analytic Thinking / Issue Resolution
Organizational Effectiveness
DISC Certified  
Learning / Staff Development
Certified Professional in Learning and Performance  
Change Management


Certified Program Planner


Project Management Professional (PMP) - pending

Project Management Institute
Completed all modules of PMBOK


DISC Provider
Apr 2006Apr 2015

Certified Professional in Learning and Performance (CPLP)

American Society for Training and Development


John Ruffin

Jo Lynn is one of the most insightful, competent and gifted professionals I've known.  Having had a personal commitment myself to the success of many organizations, and as a consultant to businesses in a diverse array of industries, I feel she would be a significant asset to any company.

From an external (vendor) point of view, she represents the quality of internal professional with whom I would clearly want to work and form a productive relationship.

Don Haviland

January 19, 2010

Among Jo Lynn’s many talents and excellent characteristics are her professionalism, her sense of initiative, and her engaging personality.

I consider Jo Lynn a mentor. I entered my role at CSUN right out of graduate school, stepping into a relatively senior position with little experience. Jo Lynn, who had substantially more experience and could easily have let me struggle, had a gracious way of making herself available for my inevitable questions. She patiently answered them in a way that helped to build my own confidence and made me feel as if I were solving my own problems.

Jo Lynn’s knowledge of her field as well as her overall sense of professionalism is exceptional. She has a solid understanding of individual learners and organizational clients, as well as the knowledge, skills and collaborative mindset needed to develop sustainable programs.

I also have high regard for Jo Lynn’s skills as a leader and manager of internal operations. While at CSUN, she led an extensive redesign of the college’s programming process. This not only strengthened programming operations; it also saved resources by allowing the college to integrate its operations with the campus student records system.

I am confident that Jo Lynn will be well-regarded and appreciated by colleagues and others throughout the organization.

Bonnie Abbott

October 29, 2009

Jo Lynn is an expert in adult learning and training methodology. We have worked together for the past eight years, four of which have been at Fiserv XP2. I was so impressed with Jo Lynn's skill set, her dedication to professional associations and continued learning that I recommended she join the Fiserv team.

She holds a Doctorate in Education and consistently demonstrates her breadth of knowledge in learning and performance throughout the organization. She is able to look outside the box and with her wealth of expertise implement, direct and manage top notch strategies in learning and performance.

I cannot put into words what an asset Jo Lynn is to any organization and highly suggest you don’t miss the opportunity to work with her.

Claire Bailinson

May 25, 2010

Jo Lynn is a person of broad vision. She is able to come to a department, see its real value to the enterprise, and build on that value. She is always willing to do the necessary job, large or small, to support her coworkers, fill a gap or meet a need. This includes stepping in to another leadership role and successfully guiding another project to completion on an emergency basis. She keeps up to date on the industry and encourages her staff to do the same.

Phyllis Sigerist, SPHR-CA, GPHR

December 31, 2009

Jo Lynn and I spent several years working together on the Board of Directors for the Los Padres Chapter of ASTD (American Society for Training and Development). During this time we got to know each other quite well and we have remained friends. Jo Lynn is a very intelligent and talented leader and manager and also a pleasure to work with. She is one of the most courageous people that I know; there is little she can't do if she puts her mind to it.

Most people say that they adapt well to change but they really don't. In Jo Lynn's case, she embraces change with enthusiasm and manages it for a successful outcome. She's a "big picture" strategic visionary who can also manage the tactical processes. If you "look outside the box" you'll find Jo Lynn sitting there, planning her next extraordinary move. I can't say enough good thingsabout Jo Lynn here, but if you want to hear more just let me know at [email protected]

Robert Brocklehurst, Jr.

August 9, 2005

Jo Lynn has served as a most valued performer for over five years. She continues to sustain a high level of respect from peers and executives for her insight regarding operations, her knowledge of the continuing education profession, her assertiveness in addressing issues, her business judgment, her project management, her meticulous attention to the continuous improvement of organization processes, and her willingness to collaborate as a mentor and as a partnering colleague. 

I consider Jo Lynn to be among the top 5% of individuals in technical competence, learning demonstration, analytical skills, ethics, and skills of presentation with whom I have worked. 

I without reservation recommend Jo Lynn to your consideration.

Work experience

Jan 2013Present

Program Manager

DaVita HealthCare Partners

A recognized industry leader in providing outstanding medical care while containing costs. In my role with DaVita HealthCare Partners, I:

Lead 3 training teams totaling 18 people  who facilitate learning of soft skills and software applications

Negotiate vendor contracts to deliver highest quality service and products within or under budget

Design and facilitate professional development for team managers and staff

Direct overhaul and relaunch of LMS

Build infrastructure to support continued learning aligned with business imperatives

Dec 2009Dec 2012

Director, Business Partnerships

Hiring for Hope

This 501c3 is based in Atlanta, GA, and is dedicated to supporting couples who face challenges in building their families. I added value when I:

Designed and negotiated pre-employment screening package

Developed and led launch of pre-employment screening process

Marketed Business Partnership Program and Corporate Cup Challenge

Oct 2011Sep 2012

Lead Instructional Designer/Project Manager

Training Systems Design

This innovative company employs a customized approach to creating learning opportunities for a wide range of global leaders in their fields, including Amgen, Baxter, Blue Cross and southern California Edison.

Led team of 9 instructional designers on complex global training initiative

Served as primary client contact for system training

Sep 2006Sep 2011

Adjunct Faculty

Multiple Universities

Approved to teach 39 courses in 7 subjects

Teach graduate and undergraduate online and live classroom courses

Selected to serve as visiting scholar on Dissertation Committee

May 2006Sep 2009

Learning Leader

Fiserv, Inc.

This $60M business unit of the Fortune 500 Company develops an information and transaction management solution for mid-to-large sized credit unions. Some highlights of my contributions include: Defined performance requirements reflecting business objectives and industry trends, saving at-risk accounts worth ~$7 million as defined by senior team Transitioned the education function from a product demonstration model to a business partnership

Leveraged talent management by applying a systems approach that identified root causes and defined required outputs

Introduced concepts and coached team in building a competency-based customer certification program Participated in selection, launch and ongoing use of LMS and LCMS systems

Led preparation and execution of change initiatives related to client core system upgrades

Conducted organization and client surveys, integrating responses into business plans

Introduced performance grid and peer review model, generating clarity around performance expectations and increasing collaboration

Established and maintained learning and process metrics



Credit Information Network

This information services company specialized in pre-employment screening and background checks

Devised and enacted policies to maintain strict compliance with state and federal regulations

Designed database-supported operations / service infrastructure, improving customer satisfaction survey results by 15%

Passed compliance and security audits, avoiding fines and work disruptions

Managed all HR functions


Director, Performance Development

California State University Northridge

Corporate and public agency liaison/consultant

Consulted with regional employers on performance improvement initiatives

Applied gap analysis and competency models to meet employer and individual needs

Led assessment, design and launch of 8 certificate programs

Improved efficiency by documenting roles, responsibilities and processes

Recognized for saving time and money through process redesign

Facilitated collaboration across 3 professional associations and 4 academic departments to design and launch certificate program in LEAN Operations

Recruited and coached instructors for program delivery and assessment

Facilitated quarterly Business Management Breakfasts, bringing together employers, local agencies and campus colleagues around key business topics


Director, Continuing and Professional Education

California Lutheran University

Revived dormant department for this regional university that serves employers and ~ 4,000 students

Documented and implemented data retention model aligned with campus system

Grew profits 18% while adding staff and expanding product line

Increased quarterly revenue by 27% by adapting existing reference technology for online course delivery


Franchise Manager

TRC Staffing

Temporary and direct staffing placement throughout Ventura County

Managed franchise of national staffing firm for absentee owner

Built and maintained client relations that made franchise a sought-after business

Recruited, screened and trained franchise staff and temporary placements

My Work