PROFILE

SUMMARY

Daniel is well known and highly revered as "The hardest working man in the Agile”; a title bestowed upon him by several of his colleagues in the training and coaching community.

As founder and principal of Apple Brook Consulting®, he has first hand experience about what it takes to make business work. A lifelong entrepreneur, Daniel’s portfolio of clients is long and distinguished: ING Direct (CapitalOne), NAVTEQ, IRS, PayPal, ADP, US Postal Service, GM, US Treasury Department, T. Rowe Price, GE, and many other high-profile organizations.

He is the founder of and chief advisor to Agile Delaware and a frequent reviewer, volunteer, and speaker for the Scrum Alliance, Agile Alliance, PMI and other organizations, including delivering keynote addresses for conferences such as the Scrum Gathering – India; Scrum Gathering – Rio; Scrum Gathering – China; etc.

Daniel was Conference Chair for the 2015 Scrum Gathering in Phoenix. He was also the Conference Chair for the 2013 Scrum Gathering in Las Vegas, which makes him the only individual in the community to serve twice in this capacity. He has also coached other conference chairs for both Scrum Gatherings and Agile Alliance events and is one of the administrators of the submission review system for the Scrum Gatherings.

Daniel serves on the Trainer Acceptance Committee (TAC) for the Certified Scrum Trainer (CST) certification program and also a reviewer of Certified Scrum Coach (CSC) applications. Daniel is a founding member of the Scrum Coaching Retreat Planning Committee; host of Coaches Clinic events; and facilitator of Open Space Events, including the Scrum Alliance's largest Open Space ever at the Scrum Gathering in Berlin (with over 500 people) and the Scrum Gathering in Shanghai.

Daniel is a prolific contributor to a vast array of online forums, blogs, and other social media including a network of 4000 connections on LinkedIn and 25,000 followers on Twitter.

Daniel has given much of his free time to mentoring and coaching candidates for CST and CSC and has received accolades for his efforts in these areas from the people whom he has mentored and his colleagues in the training and coaching community.

Daniel is also a trusted advisor to staff and management of the Scrum Alliance on matters related to policy and strategy; including but not limited to the Events program, CST program, CSC program, and community outreach efforts.

As an Impact Partner and Investor for Fresco Capital, Daniel is passionate about enabling small companies with big ideas to live up to their full potential and achieve success.

Daniel’s book “Real World Agility” will be released in Fall of 2015 by Pearson Technology Group and includes practical, real world answers to practical, real world questions from his students and clients.

EXPERIENCE

Apple Brook Consulting® (ABC)

2014 September - Present

Founder / Principal

UNITED STATES

TRAINING To ensure the greatest degree of success, TRAINING is used initially to establish a firm foundation and solid base. Level-setting expectations and gaining buy-in from the organization at ALL levels requires that people understand what they are buying-in to. Thus, from the executive level down to the individual contributor, everyone attends TRAINING. COACHING The next step is COACHING to ensure that the organization can make advances without reinventing the wheel, making costly mistakes which others have already made. The Agile Coach works with clients to build an agenda based upon their needs. The Agile Coach engages in activities based upon their core competencies: Coaching and Facilitating, Teaching and Mentoring, Agile Knowledge and Application, Domain Mastery (Technical, Business, Transformational), and Leadership. The end goal of COACHING is to help clients develop mastery of their own upon which to draw so that they may coach others. SPEAKING AND FACILITATION Finally, there is evangelism and advocacy through SPEAKING AND FACILITATION. As the organization continues to grow and establish its own maturity, there are times when reinforcement and external perspective provide energy to continue on with the cultural shift. This is where events can play a key role in maintaining that organizational momentum and drive toward continuous improvement.

Agile Delaware

2011 September - Present

Founder, Synergist

Delaware , UNITED STATES

Local area Agile group that includes Wilmington Agile Leadership Network, Wilmington Scrum User's Group, and various other Agile Group Affiliations for Wilmington and all of Delaware.

Scrum Alliance

2007 October - Present

CSC, CST, Servant

UNITED STATES

• CST/CSC Retreat Facilitator - Scrum Gathering Orlando (SGMCO) • Session Speaker - Scrum Gathering Prague (SGPRG) • Session Speaker - Scrum Gathering Shanghai (SGSHA) • Open Space Facilitator - Scrum Gathering Shanghai (SGSHA) • Conference Chair - Scrum Gathering Phoenix (SGPHX) • Co-chair Scrum Coaching Retreat, Raleigh (SCRR) • Open Space Facilitator - Scrum Gathering Berlin (SGBER) • Coaches'? Clinic Facilitator - Scrum Gathering Rio (RSGR) • Keynote Speaker - Scrum Gathering Rio (RSGR) • Coaches'? Clinic Facilitator - Scrum Gathering India (RSGI) • Keynote Speaker - Scrum Gathering India (RSGI) • Global Scrum Coaching Retreat Planning Committee • Certified Scrum Coach (CSC) Review Team • Submission Reviewer - Scrum Gathering New Orleans (SGNOLA) • Provisional Trainer Approval Committee (PTAC) • Submission Reviewer - Scrum Gathering New Orleans (SGNOLA) • Coaches'? Clinic Facilitator - Scrum Gathering Paris (SGCDG) • Trainer Approval Committee (TAC) • Session Speaker - Scrum Gathering Paris (SGCDG) • Submission Reviewer - Scrum Gathering Paris (SGCDG) • Keynote Speaker - Scrum Gathering Beijing / Shanghai (RSGC) • Conference Chair - Scrum Gathering Las Vegas (SGLAS) • CST/CSC Retreat Facilitator - Scrum Gathering Barcelona (SGBCN) • Coaches'? Clinic Volunteer - Scrum Gathering Barcelona (SGBCN) • Scrum Gathering Volunteer - Scrum Gathering Barcelona (SGBCN) • Submission Reviewer - Scrum Gathering Barcelona (SGBCN) • Session Speaker - Scrum Gathering Atlanta (SGATL) • Coaches' Clinic Volunteer - Scrum Gathering Atlanta (SGATL) • Volunteer - Scrum Gathering Atlanta (SGATL) • Submission Reviewer - Scrum Gathering Atlanta (SGATL) • CSP Application Reviewer (2009-2012)

Agile Alliance

2007 October - Present

Servant

UNITED STATES

• Conference Speaker (Agile 2014) • Coaches' Clinic Volunteer (Agile 2014) • Conference Submission Reviewer (Agile 2014) • Conference Submission Reviewer (Agile 2013) • Conference Speaker (Agile 2012) • Coaches' Clinic Volunteer (Agile 2012) • Conference Volunteer (Agile 2012) • Conference Submission Reviewer (Agile 2012)

Fresco Capital

2015 July - Present

Impact Partner

Delaware , UNITED STATES

Providing funding, coaching, and mentoring to small organizations with BIG ideas

T Rowe Price

2007 September - 2008 October

CAI Consultant

UNITED STATES

Guidant Corporation

2005 September - 2006 March

Lead QA Engineer

UNITED STATES

• Creating Test Cases, Test Plans, and Test Scope/Testing Schedule. • Analyzing process and operating procedure and developing strategic automation solutions • Testing using the following methods: Black Box, White Box, GUI, Acceptance, Unit, Functional, and Regression Testing. Submitting "Bug Fix" validations and Enhancement Requests. • Supervising and coaching junior engineers, engineers, and senior engineers.

Solar Turbines

1998 September - 1999 May

Project Manager / QA Engineer

UNITED STATES

• Analyzed hardware and software needs for corporation. • Managed budget for testing equipment and software and calculated TCO. • Developed Common Operating Environment (COE) standards for all departments. • Managed project teams of 15-20 members, assigning tasks and monitoring deliverables. • Determined scope for projects and developed processes for operations. • Analyzed Y2K impact, risk, and cost. • Met with vendors to negotiate licensing solutions, procure evaluation equipment, and consult with technical support. • Developed and maintained internal web pages. • Documented technologies (white paper), policies, and wrote proposals. • Environment: Windows 95-NT, Intranetware, Netware, UNIX, TCP/IP, IPX.

Wyeth

2008 October - 2009 January

CAI Consultant

UNITED STATES

Rohm and Haas

2007 October - 2008 January

CAI Consultant

UNITED STATES

NAVTEQ

2010 November - 2011 July

Enterprise Agile Consultant / Coach / Trainer

Malvern , UNITED STATES

• Conducting Agile training and learning sessions • Facilitating product vision and strategic roadmap planning meetings • Establishing Communities of Practice for promoting continuous innovation • Coaching and mentoring leaders across the Enterprise on their capabilities and agility • Initiating new technology projects with Scrum • Guiding teams through Product Planning, Sprint Planning, Sprint Demo, Sprint Retrospectives, and Daily Scrum meetings • Mentoring Scrum Masters, Product Owners, Scrum Team members, and other project stakeholders • Executing as Scrum Master when necessary; i.e. to ensure success of projects

Fair, Isaac

1999 November - 2003 November

Lead QA Engineer

UNITED STATES

• Designed and developed automated testing tools and scripts using Rational Robot, UNIX shell scripts, Python, and Java. • Created test plans and test cases. • Tracked defects and enhancement requests using Clear Quest. • Performed neural network model validation, unit, regression, functional, acceptance, and load testing. • Captured and reported metrics such as throughput and fault tolerance. • Developed Java lesson plans and conducted peer-training sessions. • Environments: Windows 95-XP, Solaris 2.6-2.9, AIX 4.3.x, Irix 5.6, Oracle 7.3-9i, TCP/IP

Project Management Institute

2009 May - 2010 July

Agile Coach / Program Manager

UNITED STATES

• Initiated and planned the Agile Certified Professional (PMI-ACP) credential project • Managed projects within the Enterprise Architecture program; projects which serve all aspects of the business • Assessed and implemented best practices by providing training and mentoring • Built the Project Management Center of Excellence • Mentored and coached Scrum Masters, Product Owners, and Scrum Team members • Evangelized Scrum and QA by conducting seminars and training • Represented the organization to the profession at large; i.e. other project managers and program managers • Reviewed project documentation and providing feedback to other PMs for remediation

Ivar Jacobson International

2012 May - 2012 August

Principal Consultant

UNITED STATES

Agile Consultant / Coach / Trainer for US Treasury (UST)

Project Management Institute

2009 May - 2010 July

Agile Coach / Program Manager

UNITED STATES

• Initiated and planned the Agile Certified Professional (PMI-ACP) credential project • Managed projects within the Enterprise Architecture program; projects which serve all aspects of the business • Assessed and implemented best practices by providing training and mentoring • Built the Project Management Center of Excellence • Mentored and coached Scrum Masters, Product Owners, and Scrum Team members • Evangelized Scrum and QA by conducting seminars and training • Represented the organization to the profession at large; i.e. other project managers and program managers • Reviewed project documentation and providing feedback to other PMs for remediation

Valtech

2009 May - 2009 May

Scrum/Agile Coach

UNITED STATES

Provided Scrum/Agile Coaching and Mentoring at Comcast for the IVR and DAS projects. The project involved three three separate partners: Comcast, Valtech, and Nuance.

WebSideStory

2005 May - 2005 June

Lead QA Engineer

UNITED STATES

• Supervising all Reporting API quality assurance efforts for the HBX product; an ASP structured, web traffic analyzer and marketing optimiztion technology. • Creating Test Cases, Test Plans, and Test Scope/Testing Schedule. • Developing and maintaining automation using UNIX shell scripts and Python scripts. • Coding SQL queries for extraction of pertinent client data. • Testing of other HBX components using the following methods: Load, Black Box, White Box, GUI, Acceptance, Unit, Functional, and Regression Testing. Submitting "Bug Fix" validations and Enhancement Requests. • Environments: Windows 2000-XP, Solaris 8/9, RedHat 7.3/8.0/9

ING Direct (Capital One)

2012 March - 2012 April

Enterprise Agile Consultant / Coach / Trainer

Delaware , UNITED STATES

• Assessed current Agile practices • Identified enterprise wide standards and gaps with recommended best practices • Developed and executed remediation and "tune-up" strategy • Raised automated build, deployment, and testing capabilities by implementing TDD, CI, and tighter tool integration • Coached areas external to IT on how to maximize their effectiveness and deliver customer delight through input into the process • Re-booted the Community of Practices model by identifying key objectives and approaches for these vital internal groups • Developed a culture of appreciation built upon existing corporate culture of excellence and innovation • Formulated an implementation plan for existing Software Factory Agile practices within new parent corporation

St. Bernard Software

2004 March - 2005 May

Lead QA Engineer

UNITED STATES

• Supervising all UNIX quality assurance efforts on the Update Expert product line. • Creating Test Cases, Test Plans, and Test Scope/Testing Schedule. • Testing using the following methods: Black Box, White Box, GUI, Acceptance, Unit, Functional, and Regression Testing. Submitting "Bug Fix" validations and Enhancement Requests. • Improving defect tracking system and test case management tools. • Supervising and coaching junior engineers, engineers, and senior engineers. • Environments: Windows 2000-XP, Solaris 8/9, RedHat 7.3/8.0/9

Internal Revenue Service (IRS)

2011 July - 2012 March

Enterprise Agile Consultant / Coach / Trainer

Washington D.C , UNITED STATES

• Assessing Enterprise Lifecycle (ELC) methodologies including Waterfall Path and Iterative Development Path (IDP) • Coaching and facilitating Agile adoption initiative • Coaching senior management on leadership Agility, Agile project management, and Agile engineering practices • Member of: Iterative Working Group, Development Working Group, Enterprise Lifecycle Working Group, Iterative Path Cadre, Implementation and Testing Working Group, Agile Tool Working Group • Developing and conducting Scrum Master training, Product Owner training, Kanban training, and other Agile and Scrum training sessions • Coaching ACA project teams through the Iterative Path lifecycle • Coaching the organization through program planning by coordinating and facilitating Business Process Owner meetings • Mentoring and coaching Development and Quality Assurance team members on Agile engineering practices

Agilex Technologies

2010 July - 2010 November

Enterprise Agile Consultant / Coach / Program Manager for US Postal Service (USPS)

UNITED STATES

• Assessing current USPS SDLC and Project Lifecycle • Developing implementation plan for USPS Enterprise Agile Implementation • Training and coaching USPS staff • Identifying and prioritizing projects for USPS Enterprise Agile Implementation • Defining USPS Agile engineering practices in support of USPS Agile Project Management framework • Insuring SOX and other regulatory compliance throughout Agile project lifecycle • Active Security Clearance

CSL Behring

2008 July - 2008 October

CAI Consultant

UNITED STATES

Access Group

2006 July - 2007 March

CAI Consultant

UNITED STATES

Educational Testing Service

2006 July - 2006 December

CAI Consultant

UNITED STATES

Wilmington Trust Corporation

2007 January - 2007 March

CAI Consultant

UNITED STATES

Sony

1998 January - 1998 September

Network Engineer / QA Engineer

UNITED STATES

• Maintained 150 workstations in client-server network with connectivity to international WAN. • Administrated MS domains including PDC, BDC, and other various servers. • Engineered connectivity to prototype Digital Satellite System (DSS) units. • Recommended enhancements and performed stress, regression, and scenario testing for embedded GUI DSS units. • Researched and procured software and hardware solutions for department. • Assisted in development and content management for department intranet. • Environment: Windows 95-NT, Netware, TCP/IP, IPX. 30% Japanese operating systems.

Ingram Micro

1993 January - 1997 December

Sr. PC Technician

UNITED STATES

• Maintained 350 workstations in client-server network with connectivity to international WAN and gateway access to mainframe systems. • Managed, trained, and evaluated junior level PC Specialists. • Wrote procedures, training manuals, service level agreements, and reports detailing department progress, budget, and roll out implementation plans. • Environment: Windows 95-NT, Netware, TCP/IP, IPX.

Bluefire Ethanol Inc. (Formerly ARK Energy/Arkenol)

1992 January - 1993 September

MIS Consultant

UNITED STATES

- Maintained desktop computers, peripherals, computer network - Evaluated, tested, purchased, and implemented software packages and other utilities/tools - Developed training materials and conducted classes/training sessions

ING Direct

2007 February - 2007 March

CAI Consultant

UNITED STATES

Dade Behring

2006 December - 2007 March

CAI Consultant

UNITED STATES

Keystone Mercy Health Plan

2006 December - 2007 March

CAI Consultant

UNITED STATES

SolutionsIQ

2012 August - 2014 October

Synergist

UNITED STATES

• Helping clients work through their challenges so that they can achieve the goals set forth by their agenda. • Much of the time, this includes coaching and training with Agile practices from a systems perspective. • It also involves identifying the REAL problems they are trying to solve.

Credit Acceptance Corp

2007 August - 2008 January

CAI Consultant

UNITED STATES

Computer Aid Inc.

2006 April - 2009 April

Agile Coach / Program Manager / PMP

UNITED STATES

- Developing strategic solutions and service offerings for process analysis and improvement - Writing RFPs, contracts, SOWs - Managing project teams across organizations - Ensuring timely execution of deliverables, monitoring progress, analyzing and mitigating risk, contractual compliance - Client relationship development and management - New Business development - Travel: 75%

HCR ManorCare

2006 April - 2006 July

CAI Consultant

UNITED STATES

PROJECTS

Skills

  • SharePoint
  • Requirements Analysis
  • Quality Assurance
  • Software Quality Assurance
  • International Business
  • Contract Negotiation
  • Management Consulting
  • CSM
  • Software Development
  • Process Engineering
  • Software Engineering
  • Process Improvement
  • Software Implementation
  • IT Strategy
  • JIRA
  • Kanban
  • Program Management
  • Strategic Planning
  • Project Planning
  • PMP
  • Project Portfolio Management
  • Software Project Management
  • Scrum
  • SDLC
  • Agile Methodologies
  • Agile Project Management
  • Business Analysis

EDUCATION

  • California State University-Fullerton

    1995-2002

    BA, Pre-Law (Criminal Justice)

  • California Polytechnic State University-San Luis Obispo

    1988-1994

    Bachelor's Degree, Criminal Justice (Pre-law)

CERTIFICATION

  • Scaled Program Consultant® (SPC)
  • Certified Scrum Trainer® (CST)
  • Total Trainer Program
  • Designing and Delivering Instructor-Led Training
  • Certified Scrum Coach® (CSC)
  • Agile Certified Professional® (PMI-ACP)
  • Project Management Professional® (PMP)
  • Certified Scrum Professional® (CSP)
  • Certified ScrumMaster® (CSM)
  • Supervision and Management
  • Registered Education Provider (REP)