Strategy Development

Clarifying ambition, shaping direction, and aligning leaders to make the choices that drive sustained growth and impact.

Higher Education

Enterprise Strategy & Governance

• Served as engagement manager facilitating executive governance that translated 25 strategic ideas into 8 enterprise “Big Bets”

• Designed engagement model, team responsibilities, and deliverable structure to accelerate decision‑making and execution readiness

• Enabled leadership to differentiate unit‑led vs. institute‑led initiatives, streamlining delivery accountability

Non Profit

Strategic Plan Stakeholder Engagement & Needs Assessment

• Led stakeholder analysis to refresh strategic plan for large nonprofit organization

• Designed mixed‑methods engagement approach using surveys, interviews, and focus groups to assess community demand

• Delivered synthesized insights to CEO and board enabling informed strategic direction and prioritization

Utilities & Energy

Grid Modernization Strategy & Regulatory Research

• Conducted comprehensive regulatory research on grid modernization benefits tied to customer value across utilities and jurisdictions

• Synthesized qualitative and quantitative customer benefit insights aligned to future‑state grid capabilities

• Enabled strategic decision‑making by linking regulatory precedents to corporate priorities and modernization pillars

Insurance

Operating Model Design & Change Enablement

• Supported global operating model redesign across sales, customer service, and operations

• Delivered executive‑ready visualizations that clarified operating trade‑offs and recommendations

• Improved adoption by pairing organization design with targeted change management support

Professional Services

Business Development Strategy & Revenue Growth Enablement

• Played integral role in business development hunting team, shaping pursuit strategies and aligning targets to firm growth priorities to secure new clients

• Leveraged professional network and structured outreach to support pipeline development and secure revenue

• Designed and facilitated firm-wide business development discussions and thought leadership, strengthening consultant capability and pursuit effectiveness

Higher Education

Early Stage Strategic Plan Faculty & Staff Insight Development

• Led packaging of qualitative and quantitative insights for multiple faculty and staff retreats

• Coordinated cross‑functional contributors to ensure clarity of expectations and outputs

• Delivered executive‑ready materials cited for clarity, leadership, and measurable impact as inputs for the next unit-level strategic plan

Higher Education

Enterprise Engagement & Trends Analysis

• Delivered quarterly trends analysis supporting institute strategic plan, integrating executive input and administration priorities

• Coordinated review across senior leaders before executive presentation

• Received multi‑executive recognition for rigor, synthesis, and facilitation quality

Higher Education

Unit-Level Strategic Plan Stakeholder Engagement

• Designed engagement strategy including 30+ executive interviews, 100+ surveys, and five focus groups

• Analyzed qualitative data and presented synthesized insights to steering committee

• Guided five goal teams to produce inputs for the 10-year strategic plan for a new college

Higher Education

Federal Funding Reduction Scenario Planning

• Prepared benchmarking and PESTLE analysis informing executive scenario planning

• Delivered rapid‑turn analysis and facilitated leadership review cadence

• Supported enterprise leaders in preparing for high‑impact external funding shifts

Higher Education

Multi‑Year Campaign Fundraising Strategy & Portfolio Enablement

Designed multi‑year fundraising strategy to exceed unit-level campaign goals across five schools, referenced and shared by senior leadership

• Led major gifts portfolio with $10M+ in opportunities, managing 100+ donors and prospects to advance pipeline maturity and stewardship

• Secured $1M+ in pledges and outright gifts by aligning donor interests with institutional priorities and targeted engagement strategies