What gets counted, who is missing from the count, and whether a rating means the same thing twice.


Operating Scorecards and the Reporting Layer

Tandem Care, home care services

Built the KPI and business review layer leadership decided from, on top of an organization that had just been moved under me with no reporting layer in place.

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Built while active clients grew 3.8x, from 30 to 114, not after the business settled.

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Reclassifying the Reason Codes

Tandem Care

Re-audited every client closure one by one and found one reason code hiding two different problems. Splitting it turned closure data into two separate action paths.

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Splitting the code gave leadership two separate action paths: one trainable, one not.

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Performance Evaluation Redesign and Assessor Calibration

College of Education, California State University, Dominguez Hills

Helped redesign a university evaluation system so a candidate's result stopped depending on which assessor they drew.

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The materials I made spread to other evaluators without anyone mandating them, and credential supervisors were still passing them on years after I left.

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