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SERVICES

Strategy & Execution

STRATEGY &

EXECUTION

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MY WORK IN ACTION
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  • Change Management Planning

  • Strategic Planning

  • Tactical Planning & Execution

  • Leadership & Staff Alignment

  • Performance Measurement & Management

  • Theory of Change

STRATEGY &

EXECUTION

Simply stated: strategies make visions real. To do so, organizations must make difficult choices about priorities and resources. My planning services target simplicity, logic and achievability. I also understand that a planning exercise needs to be comprehensive, yet within set-time and resource constraints.

Organization Change

Organizational Change

Organizational Change

At the root of organizational change is people. I make sure I understand the culture that drives the organization and the context it lives within. I leverage positive aspects to eliminate, reduce or prevent resistance.  I also begin with the end in mind, as I want companies and their staff to realize, own and reinforce the change.

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MY WORK IN ACTION
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  • OKR / KPI (Results-based Mgt.)

  • Technology Transformation 

  • Mergers & Acquisitions

  • HR: Human Capital, Talent Management, Policies

  • Organizational Design & Effectiveness

  • Performance Improvement & Metrics

Communications & Marketing

Communications & Marketing

Communications & Marketing

Communication is an integral part of the change solution. A strong change-communication plan with strategic messaging and right-fit actions, helps employees justify change and better understand its benefits and impact. For over 15 years, I have developed communication efforts that reinforce change and facilitate success.

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MY WORK IN ACTION
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  • Strategic Communication Planning & Execution
  • Message Development (internal and external)

  • Social Marketing

  • Video Development

  • Website Assessment / Development

Learning Solutions
LEARNING
SOLUTIONS
LEARNING
SOLUTIONS

Organizational learning is vital.  It is a key opportunity for staff to expand skills, gain motivation and feel an organization's commitment. I shape educational design and delivery to fit clients’ needs and available time and resources. I also use existing platforms (i.e., learning management systems) to facilitate efficient and effective transfer.

MY WORK IN ACTION
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  • Leadership Development
  • Learning Management Systems 
  • Learning Needs Assessments
  • Training Design

  • Up-skilling & Re-skilling Delivery 

  • Career Development

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Assessments & Analytics
ASSESSMENTS &
ANALYTICS
ASSESSMENTS &
ANALYTICS

Assessments generate information that point the way to success. Analytics decode the data into a consumable product. Together, they comprise a roadmap to mitigate risk, increase operational efficiency and improve accuracy. I provide this service as a cornerstone of change management. It generates the needed evidence to inform planning and ground successful change efforts.

MY WORK IN ACTION
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  • Change Assessments (culture, readiness, change-impact, stakeholders)
  • Organizational Assessments (OD)

  • Risk Analysis

  • Performance Evaluations & Management Audits

  • Monitoring, Evaluation & Learning

  • Workforce Assessments

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Coaching & Team Effectiveness
COACHING & 
TEAM EFFECTIVENESS
COACHING 
TEAM EFFECTIVENESS

Trust, collaboration, clear roles and responsibilities, or clear-cut purpose. These are key outcomes that my coaching and facilitation services target. I partner to determine goals and tailor services to meet them. I have conducted hundreds of events over 20 years (many times in multicultural contexts) and pull from a variety of coaching and facilitation techniques.

MY WORK IN ACTION
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  • Scale Coaching (all levels)
  • Facilitation (meetings, workshops, events)

  • Team building

  • Individual EI or EQ (MBTI, Enneagram)

  • Retreat Design & Delivery

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Business Development
BUSINESS
DEVELOPMENT
BUSINESS
DEVELOPMENT

Business development (BD) creates long-term value for an organization. It results in enhancing products or services. I work to expand opportunities by identifying the right markets and customers, developing strategic proposals, and learning and evolving via constant customer feedback. Over the past 15 years, I have generated $250+ million in federal contracts for numerous firms.

MY WORK IN ACTION
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  • Sales / Market Assessments
  • Customer Assessments

  • Business Capture

  • Proposal Management

  • Technical Writing

  • Black Hat Facilitation

  • Customer Feed-back Cycle

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