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MEGAN SANDWICK
Kelseyville,CA
Overview
33
33
years of professional experience
1
1
Certification
Work History
Chief Operating Officer - Strategic Productivity Partner
Indelible, LLC
Kelseyville, CA
01.2023 - 01.2026
- Led PMO in developing and implementing customized Indelible Methodology with templates, processes, and training for all service lines to enhance project execution.
- Developed and implemented all company policies, including writing and updating operational processes documentation and an internal wiki, which enhanced organizational knowledge management and efficiency in preparation for SOC2 certification.
- Oversaw development of operational systems and processes, ensuring projects met client expectations and technicians had necessary resources for success.
- Recruited, hired, and onboarded staff and contractors, streamlining team integration to align with company goals.
Strategic Productivity Partner (Self-Employed)
Strategic Productivity Partner, LLC
San Diego, CA
01.2014 - 01.2024
- Collaborated with clients to regain control of their time through personalized processes, tools, and systems that fostered habitual use, leading to improved output and increased earnings.
- Improved workflow process by transitioning a marketing agency from spreadsheets to Wrike, including autoresponders and notifications. The agency grew 25% the month after the implementation.
- Provided support to a Mortgage Broker by automating their applicant workflow. By integrating Floify, Asana and Slack their international team was able to reduce the approval turnaround time by 3 days in their first month.
- Automated processes, reporting, and notifications for a hearing specialist office using Asana to enhance operational efficiency.
- Worked with a rodent extraction company to implement Monday.Com to track department priorities, automate assignments and develop a company-wide dashboard.
- Worked with a Developer from Austin to create a 7 step daily productivity process and implement Trello to track priorities. We met 4 times a week to strategize his priorities, resolve challenges & complete his productivity process.
- Worked with a client to track multiple business priorities and his run for California State Senate using Monday.com. The workflow and weekly priority updates process we followed reduced 'delayed tasks' while setting realistic expectations that are now met.
- Developed client courses, including 'Hiring/Onboarding a Remote VA', 'College Productivity Boot Camp', and 'Productivity Boost', to enhance their operational efficiency.
- Supported entrepreneurs and business owners in transitioning from stress and overwhelm to enhanced productivity and accomplishment.
Business Analyst
Reveald
San Diego, CA
01.2022 - 01.2023
- Project managed SOC2 from policy / documentation gathering, identifying scope, gathering vendor information, resolving alerts during the audit period becoming and certified in less than 6 months from start to finish
- Created process for recruiting, interviewing, onboarding, and tracking contractor hours using Monday boards to streamline workflow
- Coordinated recruitment process for employees and contractors to ensure timely staffing and resource allocation
- Built Monday boards and process for tracking Reveald's EOS goal company prioritization program and setting, tracking and approving employee quarterly goals
- Managed project support for client contracts by scheduling interviews and gathering information.
Operations Manager / Project Management Office Leader
Indelible, LLC
San Diego, CA
01.2020 - 01.2022
- Managed Active projects to ensure all milestones and deliverables are met
- Oversaw operational systems and processes to drive project success and equipped technicians with essential resources.
- Oversaw resource and access management for all projects
- Tracked project hours, monitored and provided regular project updates on burndown status
- Facilitated status meetings with clients and stakeholders to align on project updates and expectations.
- Created and updated operational process documentation and internal wiki to enhance team collaboration.
- Designed processes, workspaces, boards and automations using Monday.com for sales, project management, internal projects, recruiting and onboarding
- Recruited, hired and onboarded staff and contractors
Professionals Team Program Coordinator
Upwork
San Diego, CA
01.2016 - 01.2018
- Coordinated completion of client-facing freelance projects, managing project scope and streamlining communication between freelancers and clients to ensure timely delivery.
- Navigated the Upwork platform Sourcing, Interviewing and Onboarding freelancers for Enterprise Clients resulting in successful project completion
- Monitored daily work distribution of 15 international remote administrative coordinators, creating a templated process in Asana for project managers to assign tasks, enabling the team to handle over 1400 tasks weekly.
Deputy Director
ResCare Workforce Services
San Diego, CA
01.2010 - 01.2014
- Managed operational delivery of TANF Case Management Workforce Services contract with San Diego County, serving 1500 families in north region
- Managed Employment Services job search and life skill programs for 4200 TANF and refugee participants for North and Central regions increasing placement by 50%
- Increased customer participation rate from 18% to 47%, meeting contract objective from June 2010 to September 2011
- Directly Supervised between 7-14 Managers, Supervisors and Facilitators providing feedback, written evaluations, coaching and mentoring
- Completed 37 daily, weekly and monthly operational, performance, quality assurance reports
- Coordinated community outreach events for 500 attendees, including scheduling speakers, securing sponsorships, and overseeing logistics
Employment Benefits Services Manager
Brown and Brown
Santa Barbara, CA
01.2006 - 01.2009
- Oversaw daily operations and workflow of group benefits service department, coordinating activities of 10 life and health agents to ensure optimal service delivery.
- Negotiated health and wellness renewals with insurance carriers, securing competitive rates for clients through effective market analysis and relationship management.
- Conducted marketing analysis and negotiated plan options to prepare annual client benefits renewals, aligning offerings with client needs and budget.
- Developed and provided staff training for policies and procedures for 9 person Benefits department that increased efficiency and corporate quality control score to 87%
Employment and Benefits Coordinator
Westmont College
Santa Barbara, CA
01.2004 - 01.2006
- Managed health, wellness, life, and AD&D benefit enrollments for faculty, staff, and dependents, resolved benefit issues, and reconciled carrier billing statements monthly to ensure accurate and timely processing.
- Administered COBRA and retiree benefits programs, ensuring compliance and providing support to eligible participants.
- Recruited and staffed exempt and non-exempt employees, enhancing workforce diversity and meeting organizational staffing needs.
National Project Manager / Master Certified Trainer
ACS/Concera Corporation (formerly Curtis & Associates, Inc.)
Kearney, NE
01.1993 - 01.2002
- Crafted successful Employment Services proposals for county, state, and federal programs, securing funding from $10,000 to $36 million
- Implemented multiple contracts valued up to $36 million dollars, developed program operational workflow, established policies, hired and trained staff
- Recruited and trained 800 new staff members in 6 California counties and 7 states in company philosophy, government regulations, and policies.
- Coached Project Directors, Program Managers, and Supervisors on employee documentation, California labor laws, national hiring practices, and leadership effectiveness
- Determined office locations, negotiated leases and designed Workforce Centers
- Coordinated company events, including regional meetings and banquets for 300 attendees and Supervisor training sessions
Education
Project Management Professional Certification (PMP) -
Project Management Institute
01-2025
Bachelors of Arts Degrees - Communications; Government
Saint Mary's College of California
Moraga, CASkills
- Project management
- Operational efficiency
- Workflow optimization
- Process automation
- Resource allocation
- Policy writing
- Candidate sourcing
- Recruitment strategy
- Applicant tracking systems
- Onboarding processes
- Performance evaluation
- Time management
- Coaching and mentoring
- Recruitment improvement
Certification
Project Management Professional Certification (PMP), Project Management Institute, 2025
Youtube Show
Intentional Productivity Tips, USA Global TV and Radio Network, Thursdays at 2:00 pm Pacific
Timeline
Chief Operating Officer - Strategic Productivity Partner
Indelible, LLC
01.2023 - 01.2026
Business Analyst
Reveald
01.2022 - 01.2023
Operations Manager / Project Management Office Leader
Indelible, LLC
01.2020 - 01.2022
Professionals Team Program Coordinator
Upwork
01.2016 - 01.2018
Strategic Productivity Partner (Self-Employed)
Strategic Productivity Partner, LLC
01.2014 - 01.2024
Deputy Director
ResCare Workforce Services
01.2010 - 01.2014
Employment Benefits Services Manager
Brown and Brown
01.2006 - 01.2009
Employment and Benefits Coordinator
Westmont College
01.2004 - 01.2006
National Project Manager / Master Certified Trainer
ACS/Concera Corporation (formerly Curtis & Associates, Inc.)
01.1993 - 01.2002
Project Management Professional Certification (PMP) -
Project Management Institute
Bachelors of Arts Degrees - Communications; Government
Saint Mary's College of California