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 818-648-3432 | walanpercy@hotmail.com 
    www.linkedin.com/in/alanpercy
  Note: Currently resides in southern CA, and open to domestic relocation




  DYNAMIC LEARNING AND DEVELOPMENT LEADER

       professional summary

High-energy learning and development leader with more than 15 years of demonstrated success in program efficiency and
effectiveness. Key executive positions reporting to Medical Directors, Department Directors and Managers. Effective
organizational leader with proven talents for executing tactics that advance organizational mission. Managed a team of
educators, administrative assistants and student interns. Supported sales representatives through the production and
implementation of field programs resulting in leads, sales and client growth. Accomplished management skills critical to
company success, client retention and employee satisfaction. Proven success in instructional design, facilitation, recruiting,
budgeting, quality assurance and change management. Conceptualized, developed and implemented interventions leading to
increased health awareness, improved quality of life and enhanced company brand. Through partnerships with other
organizations, produced high-quality programs within or under budget. Received performance-based promotions into
increasingly higher-level leadership positions throughout entire career.


       critical skillset

   Health Education                                    Program Conceptualization     Customer Growth
   Program Management                                  Health Marketing              Adult Learning Theory
   Staff Development                                   Stakeholder Relationships     Grant Writing
   Corporate Training                                  Budget Management             Quality Assurance


       employment overview

  CAREER SEARCH, EDUCATIONAL PROGRAMS AND VOLUNTEERING                                  2008-Present
  CLOSING OF MOTHER'S ESTATE                                                              2007-2008
  SENIOR LEARNING CONSULTANT/TRAINER      Kaiser Permanente, Inc.                         2006-2007
  MANAGER/SUPERVISOR/TEAM LEADER          Blue Shield Of California                       1997-2005
  ADVANCED/INTERMEDIATE EDUCATOR          CareAmerica Health Plans                        1993-1997


       professional employment history
                                                                                                          Health Edu cation
                                                                                                          Health Marketing
                                                                                                          Staff Developme nt
                                                                                                          Corporate Training


CAREER SEARCH, EDUCATIONAL PROGRAMS AND VOLUNTEERING                                   2008 - Present     Program Conceptualizati on
                                                                                                          Program Manag eme nt
                                                                                                          Stakeholder Relationshi ps
                                                                                                          Budget Ma nageme nt
                                                                                                          Customer Growt h
                                                                                                          Adult Learning T heory
                                                                                                          Grant Writing
                                                                                                          Quality Assurance
                                                                                                          Community Organization,
                                                                                                          Volunteer Administration,


Participated in “Emprove Performance Group” weekly webinars. Pursued professional development             coaching,
                                                                                                          community relations,
                                                                                                          community outreach,
                                                                                                          health education classe s,
                                                                                                          health education program a nd services, 


opportunities. Volunteered at church and service agencies. Attended classes at L. A. Community            works directly with clients,
                                                                                                          administer the group health ed ucation progra ms,
                                                                                                          demonstrated desire to provi de health e ducati on,
                                                                                                          health behavior chang e
                                                                                                          Motivate participation,


College, Kaiser Permanente and The Village.                                                               marketing/promoti on,
                                                                                                          customer service,
                                                                                                          communicati on skills (i ncluding verbal and written),
                                                                                                          designing, i mple menting a nd evaluating chronic dis ease ma nage ment progra m,




        Coursework in social media, marketing and other professional development programs.
                                                                                                          progressive pr oject manage ment,
                                                                                                          supervision
                                                                                                          proble m solving,
                                                                                                          planning,
                                                                                                          organizational skills,




        Earned professional re-certification and continuing education units.
                                                                                                          initiative,
                                                                                                          produce timely and quality work with little supervision,
                                                                                                          interpersonal
                                                                                                          writing,
                                                                                                          presentation skills,
                                                                                                          experie nce w orking in a health plan,



        Developed professional skills and networking contacts.
                                                                                                          supports compa ny busi ness g oals/busine ss partner ship.
                                                                                                          Prepares Monthly, Quarterly reports,
                                                                                                          achieve health metrics .
                                                                                                          health awarenes s prese ntations.
                                                                                                          computer pr ofi cien cy in Microsoft Office programs incl uding Word, E xcel and Outlook.
                                                                                                          Ability to work effectively both i ndep endently and as part of a team
                                                                                                          enthusias m,
                                                                                                          creativity
                                                                                                          effe ctively organize and prioritize work de mands.




                                                                                                        Alan Percy | Page 1 of 4
CLOSING OF MOTHER’S ESTATE                                                                 2007 - 2008


SENIOR LEARNING CONSULTANT/TRAINER                    Kaiser Permanente, Inc.         2006 - 2007
Reported to the Team Manager. Trained MDs, nurses, medical assistants and administrators on
progressing from paper to an electronic format for documentation of patient interactions, records
and orders. Consulted with medical personnel to resolve implementation issues.
       Streamlined workflows and procedures leading to more efficiency.
       Eliminated lost charts and illegible notes.
       Increased communication among providers and quality of patient care.


MANAGER                                        Blue Shield of California                    1997 - 2005
SUPERVISOR                                     Health Education and Wellness Department
TEAM LEADER
Reported to the Department Director and managed department operations. Led the team charged
with member retention and lead generation by presenting 8,000 health education and wellness
programs in diabetes, heart disease, stroke, memory improvement, arthritis, cancer, sleep hygiene,
etc. to 65,000 attendees. Recognized for creating programs and funding the services and materials
with $800,000+ from in-kind sources and grants, not from the department budget. Direct supervision
of 4 educators, 2 administrative staff and 2 professional interns, (3 bilingual). Directed the provision
of health education and wellness classes, screenings and materials for BSC employees.


MANAGER                                                                                   2003 – 2005
Promoted, for the second time with BSC, to manage the department with a primary focus of sales
generation. Collaborated with 13 select physician groups to increase BSC and group’s client base and
member loyalty. Spearheaded the adoption of 2 exercise programs for members into company
business practices. Demonstrated leadership on a cross-functional team to manage the member
exercise benefit.
        Improved quality of sales leads by reducing the time between lead collection and follow-up.
        Increased member retention by 2% and exceeded annual goal.
        Consistently exceeded yearly goals for large events by more than 50%.
        Maintained high quality service at network health clubs with member exercise benefit
         monitored through on-site evaluations and member phone calls.
        Retained quality staff performers and enhanced job satisfaction as a result of training,
         observation and coaching of 4 professionals in project management.


SUPERVISOR                                                                              2000 – 2003
Promoted to improve member loyalty and retention and Blue Shield image in the community.
Created and piloted programs that exposed members to health education messages and company
image; trained and coached staff on delivering these programs. Led the annual planning process of
scheduling events by motivating the health education and wellness and sales teams to schedule their
own programs. Managed the team’s integration into a new department.
       Enhanced BSC brand in the provider and senior community by exceeding goal for number of
         large events by 300%.
       Through free and creative use of company technology, increased member awareness of
         health education and company image as a result of development and piloting of classes
         which members can access from their home phones.
       Fostered employee job satisfaction, well-being and retention through training and coaching 7
         staffers.
       Identified medical conditions while promoting healthy lifestyles and the company during
         engaging field program. Was awarded the company’s “Best Actor” acknowledgement by
         Department Director and direct reports for innovation and leadership.



                                                                                                           Alan Percy | Page 2 of 4
TEAM LE AD ER                                     Blue Shield of California (continued)   1997 – 2000
Elevated to Team Leader position, during transition from CareAmerica to BSC and charged with
focusing on member loyalty and retention and enhancing company brand in the community.
Managed the downsizing of staff and other stressors due to programmatic changes. Directed the
efficient management of the department’s resource library with 400 titles by eliminating some titles
and adopting less expensive options. Created and piloted the delivery of large events that exposed
members to screenings, consultations and materials regarding diabetes and medications compliance.
        Reduced the department expenditures more than $200,000 by reducing library inventory
          from 400 to 250 titles; the saved money was re-assigned to current initiatives.
        Retained top performing employees and quality programs during company transition.
        Facilitated member awareness of diabetes and its complications as well as medications
          abuse - plus provided customer service in the field - through the conceptualization and
          piloting of these creative programs.
        Because of leadership skills, was selected by management as a “Key Contributor” during the
          CareAmerica-BSC transition.

ADVANCED-LEVEL HEALTH EDUCATOR                   CareAmerica Health Plans                1993-1997
INTERMEDIATE LEVEL HEALTH EDUCATOR               Health Education Department
Under the direction of the Department Director, presented and evaluated worksite and senior class
programs (e.g. in stress management, smoking cessation, HIV/AIDS, nutrition) and screenings/health
fairs. Developed curricula, screening protocols and health fair programs and wrote health education
and wellness materials in various topics. Edited member directory of provider health education
programs and health plan resources. Conducted worksite classes and screenings for CareAmerica
employees.

ADVAN CE D-LEVEL H EAL TH E DUC AT OR                                                      1994-1997
Promoted and mentored intermediate-level educators, and managed programs. Worked on quality
assurance initiatives in collaboration with other departments. Managed the adoption of stop
smoking, HIV/AIDS, and, health care decisions and self-care programs into target population. Trained
physicians and office staff on assisting patients with smoking cessation.
        Generated member leads and raised awareness about CareAmerica and healthy lifestyles by
         conducted 200 events at worksites and 400 events for seniors.
        Increased knowledge, resource utilization and coping skills for 3 programs: smoking
         cessation, HIV/AIDS and better health and self-care decisions.
        Facilitated awareness, promoted healthier lifestyles and enhanced company image by
         researching, writing and editing 8 new curricula packages, 3 innovative learning centers and
         displays, 9 revised editions of a 90-page directory of 250 provider programs and 11 new
         informational pieces.
        Enhanced health plan’s relationship with doctors and their staff by conducting 12 trainings
         sessions geared to assisting their patients to stop smoking.
        Acknowledged by the Department Director for outstanding performance with the “MVP”
         award.

IN TER M EDIATE-L EV EL H E AL TH ED UCATOR                                            1993-1994
Organized the marketing strategies for the health plan’s smoking cessation readiness program.;
taught this program. Managed the infusion of stress management programs into target population.
       Increased member leads and health awareness as well as positive employer group
         relationships by conducting 150 health education events at worksites.
       Made members more aware of resources and healthier behaviors due to successful adoption
         of a stress management program.
       Enhanced member health awareness and company image through researching, writing and
         editing 3 editions of member directory of provider health education programs, 5 new
         curricula packages and 3 new informational pieces.
       Improved the member directory by doubling the number of provider programs.
       Recipient of “MVP” award for outstanding personal performance, along with “Best Team”
         award for exemplary team performance.
                                                                                                        Alan Percy | Page 3 of 4
additional relevant experience

       FIELD SUPERVISOR/TRAINER, Employer Group Health Education & Wellness Programs - Health Net, Inc.
       FIELD SUPERVISOR/TRAINER, Product Demonstrators - B. D. S. Marketing, Inc.
       AREA SUPERVISOR/TRAINER/DIRECTOR, BEHAVIOR CHANGE – Nutri-System Weight Loss Centers Inc.
        (includes two promotions during 9 year tenure)
       FOUNDER/DIRECTOR - Life Skills Institute – Human Service Associates
       FOUNDER/DIRECTOR - Unit for Drug Abuse Prevention – The Governor’s Council on Drug and Alcohol
        Abuse/Fayette County Drug and Alcohol Commission



    education

     Master of Science in Social Work (Honors in Internship), Administration and Community Organization, Student
      Executive Council (2-years) - University of Pittsburgh, Pittsburgh, PA
     Certified Health Education Specialist (CHES) - National Center for Health Education Credentialing, Inc.
     Certificate, Public Affairs Leadership Program - Kellogg Foundation (Awarded 2-year Fellowship)
     BA, Psychology, Senior Leadership Award - Waynesburg College, Waynesburg, PA
     Career Advancement - Emprove Performance Group



    contact

 818-648-3432 |  walanpercy@hotmail.com
    www.linkedin.com/in/alanpercy
Note: Currently resides in southern CA and is open to domestic relocation




                                                                                                   Alan Percy | Page 4 of 4

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Resume of Alan Percy

  • 1.  818-648-3432 | walanpercy@hotmail.com  www.linkedin.com/in/alanpercy Note: Currently resides in southern CA, and open to domestic relocation DYNAMIC LEARNING AND DEVELOPMENT LEADER professional summary High-energy learning and development leader with more than 15 years of demonstrated success in program efficiency and effectiveness. Key executive positions reporting to Medical Directors, Department Directors and Managers. Effective organizational leader with proven talents for executing tactics that advance organizational mission. Managed a team of educators, administrative assistants and student interns. Supported sales representatives through the production and implementation of field programs resulting in leads, sales and client growth. Accomplished management skills critical to company success, client retention and employee satisfaction. Proven success in instructional design, facilitation, recruiting, budgeting, quality assurance and change management. Conceptualized, developed and implemented interventions leading to increased health awareness, improved quality of life and enhanced company brand. Through partnerships with other organizations, produced high-quality programs within or under budget. Received performance-based promotions into increasingly higher-level leadership positions throughout entire career. critical skillset  Health Education  Program Conceptualization  Customer Growth  Program Management  Health Marketing  Adult Learning Theory  Staff Development  Stakeholder Relationships  Grant Writing  Corporate Training  Budget Management  Quality Assurance employment overview CAREER SEARCH, EDUCATIONAL PROGRAMS AND VOLUNTEERING 2008-Present CLOSING OF MOTHER'S ESTATE 2007-2008 SENIOR LEARNING CONSULTANT/TRAINER Kaiser Permanente, Inc. 2006-2007 MANAGER/SUPERVISOR/TEAM LEADER Blue Shield Of California 1997-2005 ADVANCED/INTERMEDIATE EDUCATOR CareAmerica Health Plans 1993-1997 professional employment history Health Edu cation Health Marketing Staff Developme nt Corporate Training CAREER SEARCH, EDUCATIONAL PROGRAMS AND VOLUNTEERING 2008 - Present Program Conceptualizati on Program Manag eme nt Stakeholder Relationshi ps Budget Ma nageme nt Customer Growt h Adult Learning T heory Grant Writing Quality Assurance Community Organization, Volunteer Administration, Participated in “Emprove Performance Group” weekly webinars. Pursued professional development coaching, community relations, community outreach, health education classe s, health education program a nd services, opportunities. Volunteered at church and service agencies. Attended classes at L. A. Community works directly with clients, administer the group health ed ucation progra ms, demonstrated desire to provi de health e ducati on, health behavior chang e Motivate participation, College, Kaiser Permanente and The Village. marketing/promoti on, customer service, communicati on skills (i ncluding verbal and written), designing, i mple menting a nd evaluating chronic dis ease ma nage ment progra m,  Coursework in social media, marketing and other professional development programs. progressive pr oject manage ment, supervision proble m solving, planning, organizational skills,  Earned professional re-certification and continuing education units. initiative, produce timely and quality work with little supervision, interpersonal writing, presentation skills, experie nce w orking in a health plan,  Developed professional skills and networking contacts. supports compa ny busi ness g oals/busine ss partner ship. Prepares Monthly, Quarterly reports, achieve health metrics . health awarenes s prese ntations. computer pr ofi cien cy in Microsoft Office programs incl uding Word, E xcel and Outlook. Ability to work effectively both i ndep endently and as part of a team enthusias m, creativity effe ctively organize and prioritize work de mands. Alan Percy | Page 1 of 4
  • 2. CLOSING OF MOTHER’S ESTATE 2007 - 2008 SENIOR LEARNING CONSULTANT/TRAINER Kaiser Permanente, Inc. 2006 - 2007 Reported to the Team Manager. Trained MDs, nurses, medical assistants and administrators on progressing from paper to an electronic format for documentation of patient interactions, records and orders. Consulted with medical personnel to resolve implementation issues.  Streamlined workflows and procedures leading to more efficiency.  Eliminated lost charts and illegible notes.  Increased communication among providers and quality of patient care. MANAGER Blue Shield of California 1997 - 2005 SUPERVISOR Health Education and Wellness Department TEAM LEADER Reported to the Department Director and managed department operations. Led the team charged with member retention and lead generation by presenting 8,000 health education and wellness programs in diabetes, heart disease, stroke, memory improvement, arthritis, cancer, sleep hygiene, etc. to 65,000 attendees. Recognized for creating programs and funding the services and materials with $800,000+ from in-kind sources and grants, not from the department budget. Direct supervision of 4 educators, 2 administrative staff and 2 professional interns, (3 bilingual). Directed the provision of health education and wellness classes, screenings and materials for BSC employees. MANAGER 2003 – 2005 Promoted, for the second time with BSC, to manage the department with a primary focus of sales generation. Collaborated with 13 select physician groups to increase BSC and group’s client base and member loyalty. Spearheaded the adoption of 2 exercise programs for members into company business practices. Demonstrated leadership on a cross-functional team to manage the member exercise benefit.  Improved quality of sales leads by reducing the time between lead collection and follow-up.  Increased member retention by 2% and exceeded annual goal.  Consistently exceeded yearly goals for large events by more than 50%.  Maintained high quality service at network health clubs with member exercise benefit monitored through on-site evaluations and member phone calls.  Retained quality staff performers and enhanced job satisfaction as a result of training, observation and coaching of 4 professionals in project management. SUPERVISOR 2000 – 2003 Promoted to improve member loyalty and retention and Blue Shield image in the community. Created and piloted programs that exposed members to health education messages and company image; trained and coached staff on delivering these programs. Led the annual planning process of scheduling events by motivating the health education and wellness and sales teams to schedule their own programs. Managed the team’s integration into a new department.  Enhanced BSC brand in the provider and senior community by exceeding goal for number of large events by 300%.  Through free and creative use of company technology, increased member awareness of health education and company image as a result of development and piloting of classes which members can access from their home phones.  Fostered employee job satisfaction, well-being and retention through training and coaching 7 staffers.  Identified medical conditions while promoting healthy lifestyles and the company during engaging field program. Was awarded the company’s “Best Actor” acknowledgement by Department Director and direct reports for innovation and leadership. Alan Percy | Page 2 of 4
  • 3. TEAM LE AD ER Blue Shield of California (continued) 1997 – 2000 Elevated to Team Leader position, during transition from CareAmerica to BSC and charged with focusing on member loyalty and retention and enhancing company brand in the community. Managed the downsizing of staff and other stressors due to programmatic changes. Directed the efficient management of the department’s resource library with 400 titles by eliminating some titles and adopting less expensive options. Created and piloted the delivery of large events that exposed members to screenings, consultations and materials regarding diabetes and medications compliance.  Reduced the department expenditures more than $200,000 by reducing library inventory from 400 to 250 titles; the saved money was re-assigned to current initiatives.  Retained top performing employees and quality programs during company transition.  Facilitated member awareness of diabetes and its complications as well as medications abuse - plus provided customer service in the field - through the conceptualization and piloting of these creative programs.  Because of leadership skills, was selected by management as a “Key Contributor” during the CareAmerica-BSC transition. ADVANCED-LEVEL HEALTH EDUCATOR CareAmerica Health Plans 1993-1997 INTERMEDIATE LEVEL HEALTH EDUCATOR Health Education Department Under the direction of the Department Director, presented and evaluated worksite and senior class programs (e.g. in stress management, smoking cessation, HIV/AIDS, nutrition) and screenings/health fairs. Developed curricula, screening protocols and health fair programs and wrote health education and wellness materials in various topics. Edited member directory of provider health education programs and health plan resources. Conducted worksite classes and screenings for CareAmerica employees. ADVAN CE D-LEVEL H EAL TH E DUC AT OR 1994-1997 Promoted and mentored intermediate-level educators, and managed programs. Worked on quality assurance initiatives in collaboration with other departments. Managed the adoption of stop smoking, HIV/AIDS, and, health care decisions and self-care programs into target population. Trained physicians and office staff on assisting patients with smoking cessation.  Generated member leads and raised awareness about CareAmerica and healthy lifestyles by conducted 200 events at worksites and 400 events for seniors.  Increased knowledge, resource utilization and coping skills for 3 programs: smoking cessation, HIV/AIDS and better health and self-care decisions.  Facilitated awareness, promoted healthier lifestyles and enhanced company image by researching, writing and editing 8 new curricula packages, 3 innovative learning centers and displays, 9 revised editions of a 90-page directory of 250 provider programs and 11 new informational pieces.  Enhanced health plan’s relationship with doctors and their staff by conducting 12 trainings sessions geared to assisting their patients to stop smoking.  Acknowledged by the Department Director for outstanding performance with the “MVP” award. IN TER M EDIATE-L EV EL H E AL TH ED UCATOR 1993-1994 Organized the marketing strategies for the health plan’s smoking cessation readiness program.; taught this program. Managed the infusion of stress management programs into target population.  Increased member leads and health awareness as well as positive employer group relationships by conducting 150 health education events at worksites.  Made members more aware of resources and healthier behaviors due to successful adoption of a stress management program.  Enhanced member health awareness and company image through researching, writing and editing 3 editions of member directory of provider health education programs, 5 new curricula packages and 3 new informational pieces.  Improved the member directory by doubling the number of provider programs.  Recipient of “MVP” award for outstanding personal performance, along with “Best Team” award for exemplary team performance. Alan Percy | Page 3 of 4
  • 4. additional relevant experience  FIELD SUPERVISOR/TRAINER, Employer Group Health Education & Wellness Programs - Health Net, Inc.  FIELD SUPERVISOR/TRAINER, Product Demonstrators - B. D. S. Marketing, Inc.  AREA SUPERVISOR/TRAINER/DIRECTOR, BEHAVIOR CHANGE – Nutri-System Weight Loss Centers Inc. (includes two promotions during 9 year tenure)  FOUNDER/DIRECTOR - Life Skills Institute – Human Service Associates  FOUNDER/DIRECTOR - Unit for Drug Abuse Prevention – The Governor’s Council on Drug and Alcohol Abuse/Fayette County Drug and Alcohol Commission education  Master of Science in Social Work (Honors in Internship), Administration and Community Organization, Student Executive Council (2-years) - University of Pittsburgh, Pittsburgh, PA  Certified Health Education Specialist (CHES) - National Center for Health Education Credentialing, Inc.  Certificate, Public Affairs Leadership Program - Kellogg Foundation (Awarded 2-year Fellowship)  BA, Psychology, Senior Leadership Award - Waynesburg College, Waynesburg, PA  Career Advancement - Emprove Performance Group contact  818-648-3432 |  walanpercy@hotmail.com www.linkedin.com/in/alanpercy Note: Currently resides in southern CA and is open to domestic relocation Alan Percy | Page 4 of 4