Shelley Morgan
Phoenix
Summary
Seasoned Director with background in strategic planning, team leadership, and performance optimization. Known for driving company growth by developing efficient operational strategies and fostering professional relationships. Demonstrated abilities in problem solving, decision making, and communication skills to influence key stakeholders. Proven record of delivering innovative solutions and achieving organizational goals.
Overview
13
13
years of professional experience
Work History
Director
Phoenix Family Services-Salvation Army
Phoenix
02.2024 - Current
- Directed social service programs and staff to optimize community impact.
- Formulated policies and procedures to improve operational standards and ensure program effectiveness.
- Managed budgets to support program sustainability and resource allocation.
- Supervised staff training and development to enhance skills and improve service delivery.
- Advocated for resources and services essential to community welfare.
- Coordinated with agencies and organizations for seamless service delivery.
- Conducted needs assessments and evaluations to address client requirements.
- Ensured compliance with federal, state, and local regulations.
Community Services Program Manager
Department of Community Assistance and Development
Phoenix
01.2021 - 01.2024
- Established new LIHEAP assistance portal serving 7,500 households since October 4, 2022.
- Managed four programs while effectively supervising program staff.
- Oversaw development and execution of corrective action plans for community services programs across multiple state agencies to ensure program integrity.
- Guided statewide contractors, community stakeholders, and case management staff on program compliance and best practices.
- Designed and implemented workflows that streamlined processes for staff and contracted agencies, improving service delivery.
- Prepared and updated program policies and procedural requirements.
- Utilized Arizona State Management System to enhance team processes for monitoring and reporting.
- Analyzed and interpreted state and federal legislation for multiple programs.
LIHEAP Coordinator
Department of Aging and Adult Services
Phoenix
11.2017 - 01.2021
- Executed LIHEAP state plan to optimize program delivery and efficiency.
- Ensured compliance with federal statutes and timely reporting requirements.
- Coordinated workgroup meetings to align stakeholders on LIHEAP initiatives.
- Designed, developed, and provided training for statewide contractors and community partners.
- Communicated policy and regulatory changes to enhance understanding across agencies.
- Collaborated with vendors and community agencies on distribution of LIHEAP funds.
- Facilitated communication between clients, families, and service providers for improved outcomes.
Training Coordinator
Charles Schwab
Phoenix
08.2016 - 10.2017
- Coordinated logistics and implementation support for training classes, virtual sessions, and web-based activities, ensuring seamless delivery within Schwab's learning management system.
- Acted as the point of contact for 200 classes and events each quarter.
- Cultivated relationships between departments and training operations, fostering collaboration to streamline training initiatives.
- Assisted learners and business partners with inquiries related to the learning management system, enhancing user experience and support.
- Provided technical support for program communications, locations, materials, and setups for physical and LMS classes.
- Planned procedures, organized resources, and coordinated multiple training projects.
Regional Director
TEACHORG
01.2013 - 04.2016
- Recruited 4,093 college and high school students, focusing on STEM and underrepresented populations in Arizona over four semesters.
- Directed regional operations to enhance educational program delivery across multiple locations.
- Established program goals for Arizona market, aligning initiatives with regional needs.
- Launched the TEACH program at Arizona State University, University of Arizona, Northern Arizona University, the Maricopa Community College System.
- Coordinated TEACH Community Outreach events across Arizona college campuses to enhance recruitment and engagement efforts.
- Presented to public, government and student organizations regarding TEACH policy and strategies.
- Collaborated with school leaders to align training initiatives with organizational goals.
- Assisted in writing and updating the TEACH employee policy manual.
- Traveled both nationally to Washington DC and state-wide between Arizona state university campuses, government agencies and non-profits from Tucson to Flagstaff.
Education
Master of Education - Higher and Post-secondary
Arizona State University
Tempe05-2012
Bachelors of Arts - Organizational Communication
Arizona State University
West Campus12-2003
Skills
- Fundraising Strategy
- Strategic Planning
- Program Management
- Budget Administration
- Stakeholder Engagement
- Partnership management
- Data Analysis
- Regulatory Compliance
- Report writing
- Staff Management
- Cross-functional team leadership
- Effective communication
- Community Relations
Experience Highlights
Provides oversight of a $70 million federal block grants funded through Low Income Home Energy Assistance Program (LIHEAP), Community Services Block Grant (CSBG), etc and administered by the Arizona Department of Economic Security., Regularly writes and interprets policy and procedure as outlined in the LIHEAP, CSBG and other relevant statutes., Provides policy and procedures to agencies contracted to provide navigation for energy crisis and rental assistance benefits., Subject matter expert and speaker at national conferences and statewide meetings., Oversees agencies providing case management services for Community Services clients including utility assistance, Navigation Services and eviction prevention programs., Project managed logistics for 7 programs under the Charles Schwab Training Operations department., Monitors Community Services program progress and interprets applicable federal and state policy., Extensive Arizona State Management Systems Training and implementation., Design and implementation of workflows for staff and agency personnel., Receive, analyze, and correct monthly, quarterly and annual reports submitted by contractors., Ensuring state compliance with federal regulations and statutory requirements., Compiles and gathers data for the Community Services Program regarding grant reporting to federal Office of Community Services and Congress (Households served, funds obligated & expended)., Ensure compliance with Federal statutes and reporting within the established time frames., Collaborated with Maricopa County regarding the COVID and Safety Net Innovation Technical Assistance Initiative, Office of Family Assistance and Office of Community Services.
Qualifications Summary
Community Affairs professional with 7 years of experience working in community and public outreach, program management, and relationship management. Federal and State grant compliance and policy. Strategic and creative thinkers with effective communication and writing skills. Proven ability to develop strong client relationships quickly and to promote teamwork.
Timeline
Director
Phoenix Family Services-Salvation Army
02.2024 - Current
Community Services Program Manager
Department of Community Assistance and Development
01.2021 - 01.2024
LIHEAP Coordinator
Department of Aging and Adult Services
11.2017 - 01.2021
Training Coordinator
Charles Schwab
08.2016 - 10.2017
Regional Director
TEACHORG
01.2013 - 04.2016
Master of Education - Higher and Post-secondary
Arizona State University
Bachelors of Arts - Organizational Communication
Arizona State University