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