20
Years in Business
30+
Years of Facilitation
& Training Experience
2008
B Corp Certified
Since
150+
Years Combined Facilitation Experience
Strategic Planning Facilitation
Healthcare Education Partnership
Strategic Alignment & Implementation
The Challenge
Large health equity initiative requiring strategic alignment across partnership organization, major medical institution, and 5 cross-functional working groups for ambitious 10-year program.
Complete strategic plan aligned with $500M+ institutional initiative
4 regional implementation plans with KPIs and annual targets
40+ facilitation sessions across 5 working groups
Adult Education Institution
Multi-Stakeholder Strategic Plan
The Challenge
Adult education institution needed comprehensive 3-year strategic plan with deep stakeholder engagement across diverse constituencies including multilingual students, faculty, support staff, and community partners.
Comprehensive FY 2021-2024 strategic plan delivered
5 stakeholder surveys, interviews, and SWOT analysis completed
2-day in-person strategic retreat with documentation
Implementation-ready with action plans and KPI framework
Trade Association
Strategic Plan & Value Proposition
The Challenge
Association needed to develop a new 3-year strategic plan as industry landscape evolved. Critical to clarify and refine member value proposition and strategic focus areas in changed market.
New 3-year strategic plan with mission and focus areas
Refined value proposition articulating member benefits
3-5 strategic goals with success measures defined
Board-ready strategic summary with clear priorities
Meeting & Retreat Facilitation
Marketing & Events Company
Leadership Transition Retreat
The Challenge
Leadership team retreat during significant ownership transition and team composition changes. Required strategic facilitation to prioritize 2025 workstreams while managing personnel transitions and addressing resource/automation challenges.
Ownership transition and strategic framework developed
2026 action plans with clear owners and timelines
Process workflows documented for scalability
Prioritized automation roadmap delivered
Communication plan for post-retreat alignment
Government Research Institution
Additive Construction Standardization Workshop
The Challenge
Facilitate a 2-day industry workshop to advance discussions on 3D printing concrete standardization. Bridge dialogue among industry, government, and academic stakeholders to identify standardization gaps and develop a clear research roadmap.
Actionable recommendations on industry progress and standardization priorities gathered
Workshop summary report with key findings delivered in 9 days
State-of-the-Art Roadmap report published for future research efforts
High participant engagement and satisfaction across all sessions
Public Health Education Association
Workforce Development & Certification Initiative
The Challenge
Design and facilitate six regional meetings to gather recommendations for professional certification and workforce development strategy. Synthesize diverse stakeholder perspectives into actionable strategic recommendations across multiple geographic regions.
Six regional meetings facilitated with expert planning and design
Individual meeting summaries synthesizing viewpoints and recommendations delivered
Comprehensive national report consolidating insights from all six sessions
Clear strategic roadmap for certification and workforce recruitment/retention established
Focus Group Facilitation
Precision Oncology Company
Employee Feedback & Insights Initiative
The Challenge
Conduct multiple focus group sessions across hybrid format to gather candid employee feedback on organizational initiatives. Create safe environment for open dialogue and synthesize insights into actionable findings.
10 focus group sessions facilitated with comprehensive participant feedback collected
Safe, open discussion environment established across all sessions
Audio recordings and detailed notes captured for accuracy
Final report synthesizing key findings and insights delivered
Industrial Supply Distributor
Customer Insights & Market Share Growth Initiative
The Challenge
Gather candid insights from priority customers to identify barriers to increased market share and uncover competitive disadvantages. Understand customer selection criteria, pain points, and the specific changes needed to win greater wallet allocation.
Two 90-minute virtual focus groups facilitated with target customer segment
Candid feedback on distributor selection drivers and competitive positioning collected
Comprehensive findings report with themes, quotes, and improvement priorities delivered in 5 days
Actionable recommendations to shift customer perception and increase share of wallet identified
Trade Association
Member Technology Insights & Innovation Initiative
The Challenge
Conduct in-depth interviews with key association members to understand technology adoption barriers, gaps, and opportunities. Gather candid insights on innovation priorities and competitive positioning within the industry.
12 structured one-on-one interviews facilitated with targeted participants
Comprehensive notes and audio recordings captured for accurate analysis
Report synthesizing key themes, insights, and anonymized quotes delivered
Clear technology roadmap and innovation priorities identified for member value
Workshop Facilitation
Meeting Management & Facilitation Training
Professional Trade Association
Facilitation Training Workshop Series
The Challenge
Provide comprehensive hands-on facilitation training to large member audience. Build internal meeting leadership capability across the organization by equipping members with skills and techniques to effectively lead meetings and group sessions.
70 members trained across two simultaneous facilitation workshops
Hands-on facilitation skills and practical techniques delivered to each session
Comprehensive participant workbook, slides, and materials provided
Members equipped with meeting leadership capabilities for ongoing use
Manufacturing Company
Essential Meeting Management & Facilitation Skills Training
The Challenge
Equip managers and leaders with practical meeting management and facilitation skills. Provide hands-on training covering meeting fundamentals, design, execution, and real-world application through live practice and coaching.
Comprehensive training on meeting fundamentals, design, and execution delivered
Live practice scenarios with personalized coaching provided
Three core modules with frameworks and tools for managing productive meetings
Personal action plans created for participants to apply skills immediately
Shark Tank Innovation Challenge
Professional Trade Association
Shark Tank Innovation Challenge
The Challenge
Facilitate high-energy innovation competition engaging 70 members organized into 8 competing teams. Drive engagement through competition-style format that generates actionable ideas with real funding potential.
70 members organized into 8 competing teams for innovation challenge
Multiple ideas pitched with many selected for funding and implementation
Member-driven innovations with tangible organizational impact
High engagement and enthusiasm through interactive competitive format
Automotive Tire Manufacturer
Brand Ambassador Shark Tank Summit
The Challenge
Facilitate full-day strategic summit for brand ambassadors across extreme sports categories using shark-tank style pitch format. Engage diverse sports representatives in pitching and evaluating strategic initiatives for brand growth.
Brand ambassadors across all extreme sports categories actively engaged
Strategic brand initiatives prioritized through competitive pitch format
Cross-category collaboration and alignment achieved
Clear strategic direction and action items documented for implementation
Veterinary Imaging Services Company
Veterinary Program Support & Workforce Pipeline Shark Tank
The Challenge
Build sustainable technician supply pipeline by supporting veterinary programs. Enable university program directors to pitch ideas for how the company can support their programs to increase technician training capacity and address workforce needs.
Veterinary program directors engaged in shark-tank pitch format
Strategic funding and support initiatives identified for university programs
Multiple program enhancement commitments made to strengthen technician training
Sustainable technician pipeline established through university partnerships
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