✦ Services
Strategic planning for YOU.
Invest in yourself. Do you have a vision and mission for your life? Have you set your 1-, 3- and 5-year goals? Do you have an accountability partner?
✦ The Approach
I’ll be your quarterback.
I work with you to reach your next level of impact: we identify your goals, create a plan to reach them and bring together all the right players to help you achieve and grow.
We take the frameworks high-performing organizations swear by, OGSM (Objectives, Goals, Strategies, Measures), EOS and Scaling Up, and make them work for you, your family or your team.
✦ Levels of Excellence
Plans for every part of your world.
Individual Excellence
Personal and professional goals, a life vision and mission, and a plan that fits your season of life.
Family Excellence
A shared family vision, values and goals. Because busy households deserve a game plan, too.
Team Excellence
Workshops and retreats that connect individual ambition to team performance.
Organizational Excellence
Growth strategy, marketing and partnerships for leadership teams. See Fractional CMO.
✦ Coaching Programs
Choose your starting point.
Every engagement is personal. Reach out and I’ll recommend the right fit.
Discovery Session
A focused first conversation
- 45-minute initial consult
- Clarify where you are and where you want to go
- Recommended next steps
Spark 90
Three-month plan
- 45-minute initial consult
- One-hour strategic plan co-design
- Monthly 30-minute tracking conversations
- Goal and KPI tracking
Spark 180
Six-month plan
- 45-minute initial consult
- One-hour strategic plan co-design
- Monthly 30-minute tracking conversations
- Quarterly one-hour reflection sessions
✦ For Teams
Team Excellence Workshop
A two-hour working session for teams of up to 10 that builds alignment, energy and accountability.
- Presentation on the Spark Arete framework
- Breakouts to ideate and collaborate
- Individual plan setting and coaching
- Team-building event and retreat planning available
✦ For Clients, Teams & Communities
Curated Events
Some moments change everything. I design memorable occasions that leave a lasting impression, deepen relationships and spark action, growth and meaningful change.
- Client and donor appreciation experiences
- Leadership dinners and salon-style conversations
- Team celebrations and milestone moments
- Curated meetups to grow your network
- Inspiring thought-leadership evenings
✦ Also Available
Advisory services
- Philanthropic advising
- Growth plans and 360° marketing plans
- Strategic communications
- Leadership coaching
- Philanthropic event strategy
