Strategy Development & Strategic Planning
Crafting a strategic plan that gets results requires a focused approach. Here are the key principles that guide my strategy work and strategic planning processes to ensure your success:
Align Your Planning Process to Your Organization: A one-size-fits-all strategic planning process doesn’t work. I tailor your process to your organization and your specific needs.
Collaborative Leadership: I engage and cultivate leadership and key partners, ensuring alignment and buy-in for your strategic vision. I collaborate as your thinking partner to identify the results you want to achieve.
Clarity on Priorities: I focus on the compelling big questions, driving clear direction and prioritizing the issues that matter most.
Action-Oriented Planning: I right-size the process and plan scope, creating an actionable and efficient plan.
Results-Driven Implementation: I understand that implementation is everything. I equip you with the tools and support needed to bring your strategy to life.
Board Development and Governance
Building a high-performing board requires a strategic approach. I focus on these key principles to help your board reach its full potential:
Continuous Improvement: I believe boards can always be stronger. My approach emphasizes ongoing board development and governance best practices.
Aligned Leadership & Culture: Strong leadership and a positive culture are crucial. I help cultivate a board that fosters both.
Prioritize for Impact: I guide your board to identify and address the key issues that will drive the organization’s success.
Strategic Philanthropy: Philanthropy and board development must be arm-in-arm. I help connect strategic philanthropy with board development for a holistic approach.
Optimum Board-CEO Partnership: Ensure a seamless and productive relationship. I create a framework for effective communication and collaboration between the board and CEO.
Executive Transition & CEO Search
I understand the critical role a strong CEO plays in your organization's future. That's why I follow these key principles to ensure a successful search:
Targeted Focus: I gain a clear understanding of your organization's needs and the key deliverables expected from the next CEO.
Diverse Insights: A search committee with varied perspectives and deep knowledge of your organization will make well-informed decisions.
Fairness and Alignment: My equitable vetting process ensures candidates are evaluated based on the established key deliverables.
Comprehensive Evaluation: I use various methods to assess candidates thoroughly, including assisting the search committee in sourcing diverse talent, preliminary and in-depth interviews, reference checks, and work with the Search Chair on the selected candidate’s offer and negotiation.
Cultural Fit for the Future: I prioritize cultural fit, selecting the leader who aligns with your organization's present and future needs.
Workshop & Retreat Facilitation
I craft customized meetings, workshops and retreats – in-person, virtual, or hybrid to empower your team and achieve your desired outcomes. Here's what sets me apart:
Tailored Approach: Every session is designed around your specific goals.
High-Energy Engagement: Expect a dynamic and interactive experience that keeps everyone motivated.
Focus on Fun: Presentation including learning doesn't have to be boring and dry! I create a positive and engaging atmosphere for maximum impact.
