Summary
Overview
Work History
Education
Skills
Educationcertifications
Honorsachievements
Applicationsplatformsproficiency
Timeline
Generic

Erica C. Portley

Kansas City,KS

Summary

Highly experienced Program Manager and Instructional Designer with over 10 years of experience in designing, managing, and implementing strategic learning and development initiatives. Skilled in curriculum design, training needs analysis, and creating scalable, role-based training programs. Expertise in leveraging technology for behavior change and fostering a culture of continuous learning through innovative instructional solutions.

Overview

21
21
years of professional experience

Work History

Clinical Program Manager - UnitedHealthcare

UnitedHealth Group
01.2018 - Current

In my role, I lead the development and implementation of clinical education programs, creating high-quality instructional materials and effective learning solutions. I manage multiple projects simultaneously, collaborating with cross-functional teams and stakeholders to ensure training aligns with healthcare standards and organizational goals. I continuously improve programs by analyzing data and feedback, keeping content up-to-date and impactful. I also integrate advanced learning technologies, ensure compliance with healthcare regulations, and communicate project outcomes clearly to leadership.

Primary Responsibilities:

  • Lead the design, development, and implementation of clinical education programs, including the creation of comprehensive instructional materials, eLearning modules, and in-person training solutions tailored for healthcare professionals
  • Collaborate with subject matter experts to ensure the content meets industry standards, compliance requirements, and organizational objectives
  • Develop and update instructional materials that align with changing regulations, guidelines, and advancements in healthcare
  • Manage multiple large-scale projects from inception through execution, ensuring adherence to timelines, budgets, and quality standards
  • Lead cross-functional teams, ensuring smooth collaboration across various departments, including clinical, technical, and operational teams
  • Monitor project performance using data analytics, adjusting strategies to meet evolving objectives and ensure project success
  • Partner with internal and external stakeholders to define educational goals, assess training needs, and develop tailored learning solutions
  • Regularly communicate progress, potential risks, and project outcomes to leadership, ensuring alignment with business goals
  • Facilitate discussions with healthcare professionals and organizational leaders to refine program content and delivery
  • Implement feedback mechanisms and data-driven processes to continually improve the effectiveness of educational programs
  • Analyze program performance metrics, learner outcomes, and feedback to iterate on content and enhance learning engagement and retention
  • Adapt instructional strategies to reflect new healthcare trends, learner needs, and feedback from previous training sessions
  • Leverage learning management systems (LMS) and other educational technologies to optimize program delivery and track learner progress
  • Ensure the seamless integration of digital tools and platforms in the development and deployment of education programs
  • Support the implementation of innovative instructional technologies and methodologies to improve the learner experience and program efficiency
  • Ensure that all educational materials and programs comply with relevant healthcare standards, regulations, and organizational policies
  • Maintain up-to-date knowledge of industry regulations, incorporating them into curriculum development to ensure legal and ethical standards are met
  • Optimized resource allocation by identifying synergies across multiple clinical programs, leading to cost savings and improved patient care.
  • Implemented innovative strategies to increase patient engagement, leading to higher satisfaction rates and better health outcomes.
  • Developed and maintained strong relationships with key stakeholders, ensuring successful collaboration on clinical initiatives.
  • Established clear communication channels across all levels of project involvement, facilitating timely updates on project status or changes.
  • Coordinated internal audits to ensure adherence to established quality standards and regulatory requirements throughout program operations.
  • Assessed program effectiveness using rigorous evaluation methods, identifying strengths and weaknesses while guiding necessary adjustments.
  • Worked with Clinical Nurse Consultants to develop staff through education, evaluation, performance management, and competency improvement.

Sr. Project Coordinator - UnitedHealthcare

UnitedHealth Group
01.2016 - 01.2018
  • Lead the development and timely distribution of meeting materials (e.g., presentations, agendas) for senior leadership
  • Followed up on change orders to ongoing projects, confirming necessary alternation completions occurred on time.
  • Collaborated with other departments within the organization for seamless integration on cross-functional projects, ensuring clear understanding of responsibilities and expectations.
  • Created comprehensive documentation for each phase of the project life cycle, ensuring all relevant information was easily accessible for future reference or audits.
  • Oversee event planning and execution, ensuring seamless coordination of on-site and offsite logistics
  • Ensure accurate and prompt submission of Service Request forms for onboarding, transfers, and system changes
  • Serve as the primary point of contact for technology updates and communications to staff
  • Train and support team members on administrative procedures, including payment requests and travel arrangements
  • Drive the development and maintenance of team Standard Operating Procedures (SOPs)
  • Lead and support the implementation of new business processes and technology enhancements
  • Monitor project progress, provide feedback, and ensure alignment with goals using project management tools
  • Collaborate with senior leadership on defining project scope and deliverables
  • Worked closely with finance teams to monitor budgets consistently, identifying cost-saving opportunities without compromising quality or deliverables.

Compliance Manager

University of Missouri-Kansas City (UMKC)
01.2011 - 01.2016

As the Compliance Manager for the Athletic Department, I took on the dual responsibility of ensuring smooth administrative operations while maintaining strict adherence to regulatory and institutional compliance standards. My role was to serve as the primary support for the Athletic Director, managing their day-to-day tasks, schedules, and communications to optimize efficiency and productivity. I also worked closely with coaches, staff, and student-athletes to uphold NCAA, conference, and institutional regulations

Primary Responsibilities:

  • I served as the liaison between the Athletic Director and internal/external stakeholders, ensuring clear and timely communication on all matters.
  • In my compliance management role, I monitor athletic department activities to ensure compliance with NCAA, conference, and institutional rules and regulations.
  • Regularly update and train staff, coaches, and student-athletes on compliance policies and best practices, fostering a culture of integrity and accountability.
  • Conduct internal audits and reviews to identify potential compliance risks, reporting any concerns to the appropriate authorities and taking proactive measures to mitigate issues.
  • Prepare reports, presentations, and other documents for meetings, ensuring the Athletic Director and compliance committee have all the necessary information to make informed decisions.
  • Oversee the maintenance of departmental records related to compliance and ensure all reporting deadlines are met accurately and on time.
  • Collaborate with human resources and other departments to ensure new hires and onboarding processes are fully compliant with regulations.
  • Assist in managing any compliance-related investigations, coordinating with legal counsel and other departments as needed.
  • Managed compliance efforts, reporting and audits.
  • Reduced risk exposure for the company by identifying and addressing areas of noncompliance.
  • Reviewed documents, files, transcripts, and other records to assess compliance and potential risk.
  • Prepared records and data for regular audits.
  • Streamlined compliance processes by implementing efficient monitoring systems and tools.
  • Consulted with clients on best practices and served as project manager for all process improvements and regulatory initiatives.
  • Developed and delivered training programs to inform new and current employees about compliance issues.
  • Collaborated with cross-functional teams to establish clear compliance guidelines and expectations for all departments.
  • Monitored emerging trends in regulatory requirements, anticipating potential impacts on the organization''s operations.
  • Supported the implementation of new regulations within the organization by developing strategic plans and action items for each department.
  • Improved communication channels between departments by establishing regular meetings and reporting structures related to compliance matters.
  • Enhanced overall business operations by continuously improving policies, procedures, and controls related to compliance requirements.
  • Strengthened department-wide awareness of relevant laws, regulations, and industry standards through targeted trainings, presentations, and ongoing communication efforts.

Regional Training Coordinator & Benefit Specialist

Med4Home Pharmacy/ Lincare Inc.
01.2004 - 01.2011

I was responsible for designing, facilitating, and evaluating company-wide training programs, including initial orientation for all functional areas at Med4Home Pharmacy. During orientation, I ensured that new hires complied with HIPAA and corporate standards. Additionally, I maintained adherence to federal, state, and local regulations, including DOT, OSHA, DEA, EEO, as well as internal policies. A key aspect of my role was managing the Pharmacy Technician Licensing process, including explaining requirements, facilitating applications, and ensuring license renewals through regular audits.

In my capacity as a Benefits Specialist, I provided comprehensive administration of medical, dental, vision, life, disability, and retiree insurance benefits for eligible employees. I thoroughly reviewed benefit options with new hires, handled eligibility queries, and served as a liaison between corporate offices and locations under my region

Primary Responsibilities:

  • Delivered initial Sales & Customer Service training, as well as ongoing in-house training programs
  • Assessed training effectiveness through evaluations and performance tests
  • Managed compliance with HIPAA, OSHA, FDA, and state-specific regulations (DOT, DEA, etc.)
  • Performed service observations at workstations and via phone for quality assurance
  • Coordinated Pharmacy Technician licensing in collaboration with the Chief Pharmacist and the Missouri Board of Pharmacy
  • Enhanced employee skill sets by developing and implementing comprehensive regional training programs.
  • Established a positive learning environment that encouraged open communication and active participation from trainees.
  • Created engaging visual aids and presentations, enhancing the overall effectiveness of each training session.
  • Developed custom training materials tailored to specific job roles within the region.
  • Championed continuous improvement initiatives by encouraging employee feedback on existing programs and incorporating suggestions into future modifications.
  • Evaluated external vendors for potential partnerships in delivering specialized training services when needed.
  • Monitored training program performance metrics, adjusting content or delivery methods as needed for optimal results.
  • Maintained accurate employee records, including license renewals, personnel files, and OSHA injury reports.
  • Processed employee terminations and updated the employee database accordingly.
  • Reviewed and advised on HR policies, procedures, and training improvements to Executive Management.
  • Developed and implemented Safety Programs, including Safety Training and Fork Truck Certification.
  • Conducted applicant screening interviews, employment tests, and reference checks to ensure compliance.
  • Managed payroll deductions for health insurance and oversaw employee benefits programs, including COBRA notifications.
  • Maintained vacation and medical records for all employees, and performed additional HR duties as needed.

Education

Bachelor of Science - Healthcare Administration

Western's Governor University
Salt Lake City, UT
04-2025

Leadership Certificate -

Western's Governor University
Salt Lake City, UT
09.2024

Strategic Thinking and Innovation Certificate -

Western's Governor University
Salt Lake City, UT
03.2024

Associate of Science Degree -

Kansas City Community College
Kansas City, KS
01.2002

Skills

  • Program & Project Management
  • Instructional Design & Curriculum Development
  • Training Needs Analysis
  • Digital Learning Platforms & Talent Analytics
  • Adult Learning Models & Behavior Change Methodologies
  • Change Management & Stakeholder Collaboration
  • Strategic Planning & Execution
  • Large-Scale Role Based Training Programs
  • Learning Assessment & Evaluation
  • Cross-Functional Team Leadership
  • Protocol development
  • Feasibility assessment
  • Documentation management
  • Administrative coordination
  • E-learning development
  • Diversity and inclusion

Educationcertifications

  • Bachelor of Science, Healthcare Administration, Western's Governor University, currently pursuing - 75% complete
  • Leadership Certificate, Western's Governor University, 09/01/24
  • Strategic Thinking and Innovation Certificate, Western's Governor University, 03/01/24
  • Associate of Science Degree, Kansas City Community College, 01/01/02

Honorsachievements

  • UnitedHealth Group Culture Ambassador (2016 - current)
  • United Well-being Champion
  • M&R Level 1 Certification
  • 2024 Learning & Development Mentoring Program- Mentee

Applicationsplatformsproficiency

  • EdCast
  • EVOD
  • Oracle Learning Cloud
  • MyLearning/ Cornerstone LMS
  • Adobe Premiere Pro
  • Adobe Captivate
  • Articulate Storyline
  • Smartsheet
  • Asana
  • TechSmith Suite
  • 365 Suite
  • Chameleon Editor Software
  • Canva

Timeline

Clinical Program Manager - UnitedHealthcare

UnitedHealth Group
01.2018 - Current

Sr. Project Coordinator - UnitedHealthcare

UnitedHealth Group
01.2016 - 01.2018

Compliance Manager

University of Missouri-Kansas City (UMKC)
01.2011 - 01.2016

Regional Training Coordinator & Benefit Specialist

Med4Home Pharmacy/ Lincare Inc.
01.2004 - 01.2011

Bachelor of Science - Healthcare Administration

Western's Governor University

Leadership Certificate -

Western's Governor University

Strategic Thinking and Innovation Certificate -

Western's Governor University

Associate of Science Degree -

Kansas City Community College
Erica C. Portley