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What We Offer

We provide strategic organizational services to help your business innovate and grow.

Strategic Planning

Where is your organization going and how will you get there?

It’s been said that if you don’t know where you’re going, any road will get you there. Does your team know and understand the goals of the organization? How will you achieve them? We help our clients define a clear vision, develop a roadmap, and identify achievable action items for a phased implementation.

STRATEGIC PLANNING

ORGANIZATION ASSESSMENT

WORKSHOP FACILITATION

MONTHLY ADVISORY

STRATEGIC PLANNING

Where is your organization going and how will you get there?

It’s been said that if you don’t know where you’re going, any road will get you there. Does your team know and understand the vision and goals of the organization? How will you achieve them? What about your stakeholders? 

We help our clients define a clear vision, develop a roadmap, and identify achievable action items for a phased implementation.

ORGANIZATION ASSESSMENT

Do you understand your organizations’s strengths? Can you identify your organization’s gaps and challenge areas that must be addressed in order to achieve the vision?

Prior to the strategic planning process, an organizational assessment may be required to understand your organization’s starting point. These assessments, sometimes called audits, take an objective look at your organization’s strategy, leadership and decision making, processes, informal ways of working, and other key data points. This work often uncovers root causes to some of the symptoms that keep leaders up at night – e.g. retention, lack of new business or funding, and performance issues.

WORKSHOP FACILITATION

Are you looking to increase engagement and productivity in your meetings and trainings?

Poorly run meetings – whether it’s a status meeting, training session, workshop – are wasteful and costly. We will work with you to design agendas, series of topics, and interactive sessions using best practices and design thinking methods. We can also facilitate these sessions to be structured, engaging, and productive.

MONTHLY ADVISORY

Do you need help thinking through your next step? Is there an organization issue that you can’t quite figure out the root cause?

Maybe you are not ready for a full consulting engagement just yet. Some of our clients just need someone they can check-in with throughout the month as a sounding board. Sign up for a consultation if you’d like to learn more. 

SAMPLE CASE STUDIES

Consulting projects are developed based on the individual needs of the client. Examples of recent engagements include:

  • Leading stakeholder workshops and interviews to identify the client organization’s strategic vision, mission, values, and/or priorities
  • Conducting organizational assessments to identify opportunity areas for the client to improve
  • Managing a client’s strategic planning process
  • Conducting an assessment for a $1M+ marketing agency to identify organization structure and strategy improvements to support their growth to become a multi-million dollar company
  • Leading stakeholder and advisory board member workshops with design thinking methods to prepare an arts organization to go into their 30th anniversary from a position of strength and structure
  • Supporting staffing and operational needs of a new charter elementary school as they prepared to start their first school year in operation
  • Evaluating the progress of strategic plan goals for an anti-human trafficking organization and their metro area partners
  • Coaching clients on how they can confidently decide the best path forward for their organizations

Can we help you?

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