Karen Chan

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What attracted me to ADAPTOVATE is how we apply both coaching and consulting to business agility strategy development, strategic planning and execution to deliver impactful and sustainable solutions for our clients. It is incredibly gratifying to know that I am helping to bring positive change.


Karen is an experienced Agile Coach who helps organizations achieve their business transformation objectives using agile frameworks and methodologies. Karen has led and coached teams at scale, from initiation to execution. Karen was most recently the Director and Managing Agile Coach of the Wealth and Insurance Agile CoE at a top Canadian Bank. She has held Agile and LEAN coaching roles across banking, insurance, fintech, digital marketing, and manufacturing. ​​​

Karen has:​

Coached multi-team delivery projects from initiation through planning to launch, including agile training and team design, backlog creation and refinement, high level sprint planning, and the establishment of working agreements​

Led the Agile Centre of Excellence, including coaching executives on cultural transformation using agile, growing adoption of the bank’s agile framework across the segments of Wealth and Insurance, and developing scrum masters and agile coaches into transformational change agents​

Coached senior management on the development and adoption of LEAN practices within digital media, marketing and sales for a Canadian publisher​

Coached the implementation of a consolidated loyalty program for a Canadian retail CPG encompassing marketing, branding, and front-end design and development​

Coached the transition of the Insurance, Wealth Data, and Insurance Data business units into a Product Factory, scaling from one-off projects into a multi-team production model​

Facilitated executive and stakeholder workshops for technology transformation, product roadmap planning, and portfolio management​

In 2022 Karen was awarded one of Canada`s Most Powerful Women: Top 100 Award Winners. 

Key facts:

  • Executive MBA from Ivey Business School, Western University 
  • Bachelor of Engineering Science and Bachelor of Arts from Western University 
  • Certified SAFe 5 Program Consultant 
  • Certified SAFe 5 Agilist 
  • Certified Scrum Product Owner (CSPO) from Scrum Alliance

Expert areas:

  • Canada
  • Digital Transformation
  • Financial Services
  • Human Resources
  • Technology



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