Strengthening strategy, structure, processes and people

My Sweet Spots

  • Business Modeling

    I help organizations create and communicate a clear business case with compelling social and financial ROI so their clients, donors and/or investors are confident in what they do - and want to be a part of it.

  • Strategic Planning

    I facilitate leadership teams to create big-picture strategies and detailed execution plans that enable them to align and inspire their staff and supporters to accomplish their missions.

  • Process Design

    I help teams revamp broken systems, refine processes and re-do workflows so they can spend less time on computers and more time serving their clients.

  • Team & Board Facilitation

    I facilitate engaging workshops and creative processes that lead teams to create, design, decide and produce their desired outcomes.

  • Sales & Fund Development

    I work with businesses to improve their sales results and non-profits to increase their funding by reconfiguring with them what they are communicating, how they are communicating it, and how they are using their time.

  • One-on-One Coaching

    I provide practical business coaching and thought-partnership to help leaders move themselves and their teams forward one action step at a time.

My approach to working with each client is both customized and structured.

Here’s what you can expect from working with me:

  • In our first conversation we’ll get to know each other and start discussing the challenges you’re facing. If I think I can help, we’ll move to step 2. If not, I’ll let you know and do what I can to point you in a helpful direction.

  • Over a series of conversations, we’ll dig deep into the challenges you’re facing, and calculate how much it costs you NOT to solve them. This will help you determine if it’s worth hiring someone like me to help. If yes, we’ll move to Step 3. If not, we’ll both know!

  • Once we’re both clear on the issues you’re facing, I’ll draft a scope of work outlining how I think I can help. We’ll work together until we’re both confident it will bring about the change you’re looking for.

  • From here I’ll put together a proposal with the estimated cost included. If you feel confident this will solve the challenges you’re facing and provide you with real value, we’ll move to the next stage.

  • Once a contract is signed, we’ll set a project timeline that works for you and your team. I will flex and adjust the as needed while holding you and your team to the process. Let’s get started!

  • I will check in with you throughout the engagement and, once it’s complete, will make sure we review and measure the results together. It is my expectation that you will be pleased with the outcome and eager to recommend me to others!

“A bad system will beat a good person every time.”
— Dr. W. Edwards Deming