I'm at my best when nobody has the answer.
I don't do routine retreats where everyone already knows what they'll decide. I work with groups facing genuine uncertainty: the moments when the old playbook is broken and the group has to find the way forward together.
I believe that any strategic effort in those situations must engage all three domains of the human mind: thought, emotion, and intuition. Only then can you access a group's full creativity and create shared ownership of the best way forward.
High-Stakes Facilitation
For the moments when the old playbook is broken.
I step into my clients' greatest uncertainties and lead through the difficult conversations they need to have, whether or not they're listed on the agenda.
What this looks like
- ●Typically 1–2 day intensive workshops with senior leaders
- ●Includes stakeholder interviews and custom design
- ●Built on the Whole Mind framework: Thought → Emotion → Intuition
- ●You leave with a framework for action, not a binder of notes
From the field
A two-day workshop for a coalition of healthcare political advocacy leaders who assumed they couldn't accomplish much together. They left with a shared set of principles, a deeper understanding of the system they comprised together, and fundamentally different relationships with one another.
Strategic Planning
For organizations ready to think boldly.
There is no template or trademarked solution for strategy. I take each client through a process that is tailor-made for them and gives them the answers and artifacts they need.
What this looks like
- ●Environmental scanning and scenario planning
- ●Stakeholder interviews and community engagement
- ●Facilitated strategy workshops for up to 40 participants
- ●Written strategic plans with implementation frameworks
From the field
An eight-year strategic planning partnership with the VA Office of Rural Health, producing two consecutive four-year strategic plans that leadership credited with maintaining focus during a period of significant organizational turbulence.
Organizational Assessment
For organizations that need to take stock.
I surface the key organizational issues with a small number of interviews and conversations, then I give you a candid perspective and next steps.
What this looks like
- ●Confidential interviews across all levels of the organization
- ●Analysis of structure, culture, and decision-making
- ●A written report with findings and practical recommendations
Executive Coaching
For leaders who need a thinking partner.
I guide you or just listen, depending on what you need. Together we craft a strategy to help you face your greatest challenges and learn in the process.
What this looks like
- ●Standing one-on-one sessions, by video or in person
- ●A confidential space for the questions you can't ask anywhere else
- ●Grounded in twenty years of work with executives across sectors
Peer Group Facilitation
For leaders bearing the greatest responsibilities.
I facilitate peer groups of CEOs so that they can learn from one another, support one another, and overcome the loneliness of being at the top.
What this looks like
- ●Recurring facilitated sessions designed around the group's real questions
- ●Confidentiality norms the group builds and owns
- ●Ideal for associations and networks that want their leaders learning from each other
AI Futures Exploration
For organizations entering a new era.
I help clients incorporate AI into their workflows and adapt their management model for teams that include people and AI agents working together.
What this looks like
- ●AI summits and leadership workshops tailored to your sector
- ●Scenario-based exploration of how AI reshapes your mission and operations
- ●Recent engagements include an AI summit for a nonprofit client and a national conference workshop
What People Say
“What you've been able to do here in Memphis is to help people think not just 'outside the box' but 'outside the building.' With the way you first of all listen and second of all encourage openness, you have the capacity for people to trust you almost instantly. I'm not sure that's something you've acquired or something you were born with. I just think you have an innate ability to listen and to have people feel comfortable in your presence and to know they can say whatever they want to say and you won't use it inappropriately.”
Robert R. Waller, MD
Former CEO, The Mayo Clinic
Organizations I've Worked With
The old playbook is broken.
If your organization is facing something it's never faced before, let's talk.
Let's Talk