
SERVICES
STRATEGY &
EXECUTION

MY WORK IN ACTION
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Change Management Planning
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Strategic Planning
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Tactical Planning & Execution
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Leadership & Staff Alignment
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Performance Measurement & Management
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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.
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.

MY WORK IN ACTION
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OKR / KPI (Results-based Mgt.)
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Technology Transformation
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Mergers & Acquisitions
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HR: Human Capital, Talent Management, Policies
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Organizational Design & Effectiveness
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Performance Improvement & Metrics
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.

MY WORK IN ACTION
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Strategic Communication Planning & Execution
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Message Development (internal and external)
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Social Marketing
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Video Development
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Website Assessment / Development
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
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Learning Management Systems
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Learning Needs Assessments
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Training Design
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Up-skilling & Re-skilling Delivery
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Career Development

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)
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Organizational Assessments (OD)
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Risk Analysis
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Performance Evaluations & Management Audits
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Monitoring, Evaluation & Learning
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Workforce Assessments

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)
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Facilitation (meetings, workshops, events)
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Team building
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Individual EI or EQ (MBTI, Enneagram)
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Retreat Design & Delivery

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
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Customer Assessments
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Business Capture
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Proposal Management
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Technical Writing
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Black Hat Facilitation
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Customer Feed-back Cycle