Making a little positive dent in the world by helping others.

Organizational development encompasses a variety of intentionally designed and expertly aligned topics. Depending on your team’s particular needs, I can provide you a-la-carte or packaged services. In every instance, I am your co-collaborator in ensuring that you realize your intended objectives.


Presentation with Q&A experiential discussion session that provides a foundational understanding of your chosen topic empowering you and your team to move forward independently. Virtual or live options available.


Extensive exploration and facilitated retreat into the topic of your choice. Typically includes preparation work, data collection and analysis, on-site retreat, virtual follow-up meetings, and applicable deliverables.


In-depth examination of your specific goals and challenges requiring extended consulting services, such as program reviews, community development, research, solution identification, implementation, assessment and analysis.

Specialized Topics

Strategic Planning Foundations

Meet me at the Planning table! Strategic planning is a necessary management practice for all organizations to excel! It is a smart business tactic to define your group’s direction and align decisions when allocating resources. You must be equipped with the knowledge and tools to coordinate and implement a strategic planning process; and the good news….this is not difficult.  

  • Learning Objectives
    • Understand how to align the management areas of strategy formulation with business operations including resource mobilization, personnel management, and assessment
    • Gain a basic knowledge about the strategic planning process
    • Have a basic understanding of implementing strategic operations in tangible and measurable ways
    • Become aware of challenges they may face throughout the process
  • Length: 2 hours
Creating Your Inspirational and Realistic Future

A comprehensive and individualized strategic planning process specifically designed for your team.  I will lead your team throughout the entire process of current state data collection and analysis and creation of strategic priorities, strategies, and objectives.  I provide you the tools to effectively implement your strategic plan with tangible and measurable annual action plans, ways to track your ongoing progress, and conducting regular evaluation processes to ensure continuous improvement.

  • Includes Strategic Planning Foundations seminar
  • Add-on Options: Crafting You Team’s Vision Statement retreat exercise
  • Length: Multi-month preparation process, 2 day retreat, and follow-up optimization meetings
Writing Mission, Values, and Vision Statements

Your mission statement provides a clear and shared language for your organization’s purpose: your WHY.  Does your organization’s mission serve as a guide for all that you do?  Your values describes your team’s most deeply held beliefs.  Do your stated values show up everyday in at your work?  Finally, your vision establishes the future of your organization.  Do you have a clear path where you are headed?  We’ll discuss these in greater detail and how your mission, vision, values, and strategic plan all should work in alignment.  Then we will explore frameworks you can use to develop new mission, values, and vision statements. 

  • Learning Objectives
    • The differences between mission, values, vision, and strategic plan; and how they all work in unison
    • The elements of mission, values, and vision statements
      • How to create a mission statement for their organization
      • How to identify your core organizational values
      • How to Dream Big and develop your organization’s vision statement
  • Length: 2 hours
Crafting Your Organization’s Mission, Core Values and Vision

I will lead your team through the process to refresh or create an entirely new mission statement, set of organizational core values, and vision statement.  Coordinate the data collection and analysis process and then facilitate a deep dive with your planning team to draft statements.  Afterwards, I will facilitate a feedback loop process and follow-up virtual meeting to finalize the statements and develop a roll-out plan.

  • Includes Writing Mission, Values, and Vision Statements seminar
  • Length: Multi-month preparation process, 2-day on-site retreat, and follow-up meeting 
Bringing Humanity to Organizational Management 

Leading from the middle can sometimes feel liking walking a tight rope in the circus.  The most successful organizations have staff who completely understand and align efforts with the bigger picture, help to develop and nurture smart and healthy teams, and effectively navigate changes and transitions.  This session will provide frameworks and tools for you to balance the human and structural aspects of any organization so that you and your colleagues will enjoy coming to work with purpose every day.

  • Learning Objectives:
    • Examine how smart and healthy organizations function
    • Understand how to strategically align operational functions
    • Learn the 5 essential steps to building a cohesive team
  • Length: 2 hours
Thriving During Change & Transition

The only constant is change – it is inevitable.  We have all faced it.  The ease of the transition rests on the skills of staff both leading and experiencing the change.  Was the process intentional?  Was it inclusive?  Was it transparent?  Did it consider both the structural aspects of change and the human aspects of transitions?  If not, the change process was likely painful.  Avoid the pain in your next organization change!  This presentation will provide an overview of best practices leading change and transition management.

  • Learning Objectives
    • Examine the nature of change in organizations
    • Become knowledgeable about effective frameworks and strategies for managing change
    • Understand theories of transition management and how both change and transition can work together to inform practice to optimize the change process
    • Learn techniques to help staff cope with the effects of change
  • Length: 2-hours
Team Dynamics in Times of Change and Transition 

This interactive deep dive workshop is designed to bring your team together in managing change and transition strategies by capitalizing on your individual and group strengths.  Once you have completed this training, you will understand where you and your team are in the change and transition process, be able to interpret how well you may respond to change processes, and have the tools to support your team and colleagues through their own transition phases.  

  • Includes Thriving During Change & Transition seminar
  • Length: 1/2 day and full day options