Global Strategic 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. 

Earned Revenue Strategy
Client:  K-12 Educational Nonprofit.  Scope: Created strategy, pricing, staffing, implementation plan and financials for a nonprofit organization moving from fully grant-funded to self-sustaining.  Results:  Tripled earned revenue in year one.

Organizational Development
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.  

Strategic Communications
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.

Content Strategy
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 $100 million in venture funding. 

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