Teri Leadership Style

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Program Leadership:
As a lead analyst on the Process and Program Management (PPM) team, Teri successfully coordinates and manages all of team’s technical responses and reports. This includes items for the IMF, BMF, and Specialty teams. She also serves as the Accounts Management (AM) coordinator for the Work Request Management System (WRMS) and continuously reports out to the W&I Filing Season Readiness team on the accuracy and status of every request. She ensures that the work requests are submitted timely throughout the year and she keeps management apprised of any potential issues identified during the ranking of the work requests. Teri is an expert at soliciting engagement from the staff and obtaining the cooperation with the appropriate …show more content…

She participates positively in all workgroup activities and openly shares her actions with the rest of the PPM team. Teri communicates both verbally and in writing in a clear and concise manner with all functions to ensure all of the PPM communications are clear and understandable. Feedback is openly shared in a respectful and dignified manner. Teri is always approachable and ensures that others throughout the HQ staff know that she is the point of contact for PPM. Because of this, she has built positive relationships with all the internal and external stakeholders throughout the …show more content…

Her written communications are always accurate, clear, concise and very rarely are returned for corrections or additional information. The work requests she prepares are expertly coordinated and she provides accurate responses and timely follow-up actions. Teri is also the analyst for the IRM 21.6.6, which had several Tax Reform updates. She was an integral part of getting the tax reform information out to the field. She worked closely with the TR team to review the legislative changes and update the IRM timely and accurately.
Professional Expertise
Teri consistently takes the initiative to be aware of any new changes related to the IRS, as well as any developing legislation that may have a potential impact on Accounts Management. Teri has extensive experience and technical expertise in the AM programs which allow her to recognize the impact to our organization from tax law changes and other outside influences. She continues to work with the field and other HQ analysts on a variety of processes, such as veteran claims and disaster relief.
Commitments:
Element 1: IRM Improvement

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