Strategic Planning and Other Projects

STRATEGIC VISIONING & TACTICAL IMPLEMENTATION

• Conducted qualitative and quantitative research to provide rich context for planning
• Provided individualized planning services for many clients, ranging from one-day retreats to year-long implementation planning
• Developed business plan and operation procedures for new Welfare Reform-related nonprofit organization to embrace two diverse program directions
• Conducted inclusive planning effort that allowed struggling organization to embrace two diverse program directions
• Provided process for large nonprofit to reposition itself in the region

ORGANIZATIONAL DEVELOPMENT

• Provided organizational development and capacity building expertise to nonprofit organizations
• Conducted organizational assessments; recommended related actions
• Analyzed senior management effectiveness; recommended interventions
• Served as advisor to Human Resources Departments
• Defined and negotiated roles, board members through volunteers
• Managed diverse programs and projects start to finish, focusing on strategies and change initiatives
• Worked effectively at every level of the organization – executive team, board, staff, volunteers – establishing common vision and action steps through an inclusive leadership style and strong facilitation and team-building skills
• Provided leadership for a statewide professional development plan for 3,500 adult education practitioners; led three advisory boards, conducted extensive research and created a national model
• Reorganized umbrella organization that serves as the central collaboration point for over 25 HIV/AIDS providers; wrote bylaws
• Planned community input event for large social service organization

PROJECT MANAGEMENT

• Managed diverse programs and projects start to finish, focusing on strategies and change initiatives
• Worked effectively at every level of the organization – executive team, board, staff, volunteers – establishing common vision and action steps through an inclusive leadership style and strong facilitation and team-building skills
• Provided leadership for a statewide professional development plan for 3,500 adult education practitioners; led three advisory boards, conducted extensive research and created a national model
• Reorganized umbrella organization that serves as the central collaboration point for over 25 HIV/AIDS providers; wrote bylaws
• Planned community input event for large social service organization
• Facilitated clinical and cultural integration of two merged organizations that became the area’s largest provider of services for severely mentally ill clients
• Conducted confidential negotiations for other organizations

STRATEGIC ALLIANCES

• Facilitated clinical and cultural integration of two merged organizations that became the area’s largest provider of services for severely mentally ill clients
• Led due diligence process for two housing corporations; recommended merger
• Conducted confidential negotiations for other organizations

FACILITATION

• Designed and delivered many powerful planning meetings
• Provided leadership for Board and staff retreats
• Guided participants through challenging negotiation sessions
• Designed individualized teambuilding sessions
• Conducted initial organizational session for new entity; designed process for ongoing planning efforts and revisions
• Guided providers to create norms and operating principles
• Led understaffed agency to combine project management principles with improved communications skills
• Provided a “people” focus event for a workgroup composed of highly technical project managers

TRAINING

• Created and delivered dynamic, interactive workshops, consistently earning superior evaluations
• Competitively selected as Project Management Trainer for International City/County Management Association; delivered training at several conferences
• Conducted many project management and other workshops for nonprofit organizations

RESEARCH & WRITING

• Applied expert knowledge elicitation and synthesis skills
• Created clear, thorough project reports
• Delivered exceptional writing and editing services
• Conducted qualitative research, including focus groups and individual interviews
• Conducted three-year longitudinal study of college freshmen, published reports
• Conducted a wide variety of surveys, analyzed data, produced related papers
• Authored three project management manuals
• Authored several needs assessment summaries
• Prepared business materials for an educational company

EXECUTIVE COACHING

• Worked with Executive Directors and Senior Managers to conduct confidential self-assessments, establish professional goals and monitor progress
• Served as trusted organizational advisor to many organizations