Global Strat Plan Implementation
Client: K-12 Educational Nonprofit. Scope: Developed metrics and specific goals for new strategic plan implementation, creating ownership and accountability with multiple leadership team member.Results: 4 year plan implementation exceeded all metrics and goals.
Client: Certified B-Corp company delivering assessment products and services. Scope: Evaluated capabilities of all staff, identified gaps and capabilities need related to move to online; developed new org chart & training plan. Results: New organizational structure and plan that provided growth and diversification of products and services.
Path to Market
Client: Large Educational research lab. Scope: Developed plan for new Sales team and structure. Results: New sales team in place, significant increase in new clients.
Client: Educational Nonprofit. Scope: Developed 2 year Communications and Marketing Plan, plus key job descriptions for needed staff; presented plan to board. Results: Marketing plan resulting in higher visibility, more clients.
Mergers & Acquisitions
Client: Global provider of people development solutions. Scope: Developed acquisitions strategy, checklists for implementation, advised on negotiations and contract structure. Results: Successful acquisition with high synergy.
Client: Award-winning global provider of a unified learning platform for employee experience journeys. Scope: Develop content acquisition strategy options and recommendations. Results: Fast growing start up with $100million in venture funding.