Patty Coetzee
Scrum Master
Roodepoort
Summary
Some recommendations:
We recruited Patty from African Life/Sanlam Sky and appointed her as Head of Training. Patty made an immediate impact on the company and she proved herself to be an important part of the management team. I would highly recommend her for any position she applies for and if I had the opportunity would gladly employ her again. May 24, 2011
1st Simon Hebron, CFO, Covision Life Limited (managed Patty at Covision)
I have worked with Patty over a number of years. Being her client, I can honestly say that she is an extremely driven individual who is passionate about her work! Patty has exceptional people management skills and is solutions focused at all times. No task is too big or small for her to manage. Her vibrant personality certainly compliments her love for people and she has a "can do" attitude. She will most definitely add value to any organisation. May 23, 2011
1st Zainab Kahaar, Senior Manager: Client Services,Operations Division, Sanlam Sky (worked with Patty at Sanlam Sky Solutions)
Overview
36
36
years of professional experience
Work History
Scrum Master
Hollard Insure
03.2020 - Current
- Obtain Off-Platform development requirements from Business stakeholders and facilitate the prioritisation of these.
- Ensure that specifications are completed and signed off before logging them with third-party systems.
- Ensure that the development requirements are logged on the Insure IT Azure board for tracking purposes.
- Set up and manage monthly/quarterly Steerco's with TPSP management to align on strategic priorities, provide progress updates, and escalate issues.
- Meet with TPSP project teams weekly to discuss development progress and address any blockers. Increase check-in frequency during UAT to manage the quick resolution of bug fixes.
- Conduct retros with TPSPs to address development issues and identify continuous improvement opportunities.
- Manage the Off-Platform budget through the approval of quotes and invoices.
- Coordinate the signing of third-party agreements.
- Have twice-weekly check-ins with Personal and Commercial Lines product owners to provide progress updates and align on other requirements.
- Do PI prioritisation and planning in consultation with the Product Owners and TPSP's.
- Facilitate sprint planning, backlog grooming, daily scrums, sprint reviews, and sprint retrospectives.
- Conduct daily stand-up meetings with Personal Lines, Commercial Lines, and Earnix, sprint planning sessions, and sprint reviews, ensuring effective communication among team members.
- Review Azure board and ensure tickets are updated for reporting. Provide feedback on incomplete deliverables.
- Manage the Earnix project through stakeholder alignment, drafting the project plan, coordinating activities, removal of blockers, managing change requests, risks, and decisions.
- Commercial and Personal Lines capacity planning.
- Resolution of blockers preventing the team from meeting the objectives.
- Reporting of development progress to the Risk and Underwriting and Earnix Steercos.
Project Manager
Hollard Insure
11.2018 - 02.2020
- Engaged with Branch Distribution teams to drive the migration of policies to locked Personal and Commercial Lines products on third-party systems.
- Managed projects to ensure that Personal and Commercial Lines products are configured on third-party systems.
- Progress reporting to business through the Risk and Underwriting Steerco and bi-weekly reports.
- Received and logged TPSP development requirements.
- Set up and manage monthly/quarterly Steercos with TPSP management to align on strategic priorities, provide progress updates, and escalate issues. Conducted TPSP Steercos.
- Managed ad-hoc projects from requirements gathering to close-out, e.g. Insure Intranet, RIMS migration, etc.
Project Manager
Hollard Life Assurance
4 2011 - 10.2018
- Internal and external stakeholder management.
- Facilitating the requirements matrix to identify the project scope and deliverables.
- Request for proposal processes with external vendors.
- Drafting and getting sign-off on the project artifacts, e.g. charter, plan, change requests, etc.
- Project budgeting.
- Maintaining the Risk and Decision registers.
- Managing the project touchpoints, i.e. Steerco's and check-ins.
- Project reporting.
- Resource planning.
Business Analyst
Covision/Hollard
06.2010 - 08.2016
- Meet with business units to identify system requirements, train, test, etc.
- Identify 'As-is' processes with business units and workshop 'to-be' processes.
- Liaise with developers and translate requirements.
- Compile project plans which include development, testing, training, roll-out, change management, reassessment of requirements, etc.
- Liaise with Exco to get approval on project plans, budgets, and resources.
- Manage plan implementation, resources, and budget.
- Provide system and training support.
- Develop system reports to support Business Units.
Training and Quality Assurance Manager
Covision
04.2009 - 03.2011
- Manage the Quality Assurance of Call Centre Calls.
- Compile a training plan in line with the company's strategy.
- Ensure all training needs are identified and effectively addressed, e.g. Soft Skills, Product Knowledge, Systems, Legislation, Policies, and Procedures, etc.
- Course development and design, coordination, facilitation, evaluation, and assessment against unit standards.
- Coaching
- Sourcing external training providers.
- Compile and submit the Workplace Skills Plan and Annual Training Report.
- Organizational Development Projects: Implementation of new system (August 2009).
- Change Management - Culture Change project, 2011.
- Management, and Development of own staff.
Admin Training Manager
African Life Assurance/Sanlam Sky
08.1999 - 04.2009
- Compile a training plan in line with the company's strategy.
- Conduct annual budget interviews with heads of departments to identify training needs.
- Discuss needs identified with AGM HR and align HR/T&D Strategy with company strategy.
- Prioritise training needs and compile Organisational Development plan for year.
- Compile Operations/Admin Training Budget.
- Identify training costs per planned, trained intervention.
- Ensure Call Centre and Operations training needs are identified and effectively addressed, e.g. Product Knowledge, Systems, Legislation, Policies, and Procedures, etc.
- Ensure that trainers maintain good relationships with line managers to proactively identify and address training requirements.
- Meet with Department Heads on a quarterly and ad-hoc basis to discuss service delivery.
- Ensure that learning/career pathways are identified and communicated for each department.
- Management and development of own team.
- Manage organisation development projects.
Stop Order Controller
African Life
01.1993 - 01.1999
- Management of the commercial stop order department
- Ensuring allocation of all premiums received from stop order pay points
- Liaison with branches and pay points
- Distribution of reports
Debit Order Supervisor
African Life
01.1994 - 11.1997
- Processing debit order queries and lodgements.
- Liaising with banks and branches.
- Management of the Debit Order team.
Administrator-Part time
Early Bird Services
07.1992 - 7 1993
- Processing of accounts
- Petty Cash
- Sale of service contracts
- Planning and scheduling work of technicians
Claims Clerk (Temporary Position)
Mine Industry Pension Fund
01.1990 - 12.1991
- Assessment and processing of claims
Clerk
Motor Industry Pension Fund
01.1990 - 12.1991
- Data Capturing, Account Reconciliations
Clerk
First National Bank
12.1988 - 08.1990
- Waste Clerk
- Enquiries Clerk - Attended to customer queries
- Ledger Supervisor - process statements and handle customer queries.
Education
Advanced Diploma in Project Management (PMBOK) - Project Management
PM Academy
Johannesburg 04.2001 -
Management Advancement Programme - Management
Henley Business School
Johannesburg 04.2001 -
Diploma in Human Resource Management - Adult Education And Training
University of Johannesburg
Johannesburg 04.2001 -
Skills
Stakeholder Management
Communication skills
Problem Solving
Project Management
Activity management
Negotiation skills
Technical skills
Report writing
Analytical skills
Personal Information
- ID Number: 7010080026083
- Nationality: South African
- Marital Status: Married
Languages
English and Afrikaans
Timeline
Scrum Master
Hollard Insure
03.2020 - Current
Project Manager
Hollard Insure
11.2018 - 02.2020
Business Analyst
Covision/Hollard
06.2010 - 08.2016
Training and Quality Assurance Manager
Covision
04.2009 - 03.2011
Advanced Diploma in Project Management (PMBOK) - Project Management
PM Academy
04.2001 -
Management Advancement Programme - Management
Henley Business School
04.2001 -
Diploma in Human Resource Management - Adult Education And Training
University of Johannesburg
04.2001 -
Admin Training Manager
African Life Assurance/Sanlam Sky
08.1999 - 04.2009
Debit Order Supervisor
African Life
01.1994 - 11.1997
Stop Order Controller
African Life
01.1993 - 01.1999
Administrator-Part time
Early Bird Services
07.1992 - 7 1993
Claims Clerk (Temporary Position)
Mine Industry Pension Fund
01.1990 - 12.1991
Clerk
Motor Industry Pension Fund
01.1990 - 12.1991
Clerk
First National Bank
12.1988 - 08.1990
Project Manager
Hollard Life Assurance
4 2011 - 10.2018
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