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Recent Client Projects

Click on the tabs below to view our featured client project engagements.

Partial List of Recent Engagements

  • Multi-Channel eCommerce Company: Designed and facilitated a virtual strategic planning process for the company’s first formal strategic plan. Engagement included designing and conducting stakeholder surveys; conducting interviews; facilitating multiple virtual strategy sessions to define goals, measurable objectives, and strategies.
  • Sustainable Seafood Company: Provided full-service strategic planning support in the development of the company’s first long-term strategic plan. Conducted situation assessment, SWOT analysis, defined company mission, vision, guiding principles, goals, measurable objectives, and strategies; and plan implementation support.
  • Gift and Art Supply Company. Designed and facilitated the process for the development of a new 3-year strategic plan. Engagement included designing and conducting stakeholder surveys; conducting interviews; facilitating a 2-day strategy session to define the company mission, vision, guiding principles, goals, measurable objectives, and strategies; and post-retreat action plan development support.
  • Employee Benefits Provider: Planned and facilitated process for the development of 2-year strategy action plan for an employee benefits joint powers authority. Engagement included designing and conducting stakeholder surveys; conducting interviews; facilitating a 2-day strategy session to define goals, measurable objectives, and strategies; and post-retreat action plan development support.
  • Travel Industry Association. Planned and facilitated a strategic planning retreat for multiple business travel associations. Engagement included designing and conducting an annual membership survey, and facilitating a 2-day strategy session to define goals, measurable objectives,  strategies, and action plans.
  • Insurance Provider. Planned and facilitated the process for the development of a 2-year strategy action plan for a risk management joint powers authority. Engagement included designing and conducting stakeholder surveys; conducting interviews; facilitating a 2-day strategy session to define goals, measurable objectives, and strategies; and post-retreat action plan development support.
  • Pet Industry Service Provider. Designed and facilitated the process for the development of a 3-year strategic plan for a multinational pet industry company. Engagement included designing and conducting stakeholder surveys; conducting interviews; facilitating a 3-day strategy retreat to define goals, measurable objectives, and strategies; and post-retreat action plan development support.

Partial List of Recent Engagements

  • Telemedicine Provider. Designed and facilitated an ideation forum for corporate and academic collaboration.
  • Private School. Designed and facilitated the annual board of trustees retreat. Engagement included conducting board and leadership team surveys, agenda design, and post-session follow-up.
  • Government Agency. Designed and facilitated all staff team building and annual planning offsite for a city’s Recycling Team. Engagement included assessing the team’s effectiveness and brainstorming on how to make it stronger.
  • Gift and Art Supply Company. Designed and facilitated an all-staff retreat for an art and gift supply company focused on the rollout of the company’s new guiding principles.
  • Professional Trade Association. Facilitated a leadership orientation meeting for the largest trade association in San Diego County. Engagement included designing and delivering a presentation on board roles and responsibilities to the incoming board of directors, committee chairs, and vice-chairs.
  • Gift and Art Supply Company. Designed and facilitated an all-staff retreat and ideation session for an art and gift supply company to engage employees in generating fresh ideas to grow the business.
  • Government Agency. Facilitated “small table discussions” for the Department of Energy’s Consent-based Siting community input meetings in multiple cities across the US.

Partial List of Recent Engagements

  • B Corp/University: Provided B Corp recertification consulting services to help the organization improve its B Impact Assessment score. Engagement included a full review of its social impact performance and provided recommendations for improvement.
  • Multinational Medical Group. Designed a corporate social responsibility strategy for a fast-growing multinational healthcare company. Engagement included designing and conducting a thorough social impact assessment, conducting a SWOT analysis, designing an employee community involvement survey, defining program goals and objectives, and establishing a new employee-led CSR strategy team.
  • Multinational Travel Management Company. Helped establish a new global CSR function for a multinational travel management company, which included developing a CSR performance-tracking database, conducting a benchmarking and gap analysis study, and creating its first CSR & Sustainability Report.
  • Advertising and Branding Company. Helped a fast-growing advertising, branding, PR, and social media agency successfully achieve B Corp certification.
  • Multinational Retail and Commercial Bank. Provided ongoing tactical support for the CSR unit of an international bank, designing and implementing multiple tools and processes that resulted in significant cost savings and productivity improvements.

Partial List of Recent Engagements

  • B Lab: Designed and delivered a custom 2-day Project Management Essentials training workshop. This highly interactive workshop was designed to give participants a basic understanding of the concepts, tools and techniques of formal project management.
  • Nonprofit Management Solutions: Designed and delivered 1-day Project Management Fundamentals training workshop for nonprofit professionals. This interactive workshop introduced the project lifecycle as a framework and focused on providing attendees with practical tools and techniques of formal project management in the nonprofit sector.
  • Nonprofit Management Solutions: Designed and delivered half-day Change Management Fundamentals training workshop for nonprofit professionals. Participants were introduced to the key principles and processes of change management to drive change at the project level, in a department, or throughout the entire organization.
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