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programs & services

My services can be broken down into 5 distinct types, detailed below. Each is customizable to your group’s particular needs and desired outcomes.


Customer Advisory Board Facilitation

As a member of the Global Advisory Network (GAN), I build and facilitate high-performing Customer Advisory Boards that deepen executive relationships, surface strategic insights, and turn your most influential customers into partners in your long-term success.

Through board development, program design, objective facilitation, meticulous documentation, active communication, and event support, the main GAN services include:

  • CAB Design & Program Architecture

  • Executive Facilitation & Board Meetings

  • Ongoing CAB Operations & Engagement

  • Insight Synthesis & Recommendations


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facilitating

It’s fairly easy to identify when something needs attention. Finding time to put together an action plan for change is the difficult part. That's where I come in. You know your business; I know how to get you where you want to be. I’ll help you address your specific goals or challenges and -- with some objective, guided problem-solving -- arrange and facilitate a collaborative session with your key stakeholders (like board members, staff, team, conference audience, C-suite, department members). You’ll walk away with actionable results you can implement immediately. My facilitating has included:

  • Business plans

  • Mission, Vision & Values

  • Budgets

  • Strategic calendars

  • Volunteer management roles

  • Leadership development paths

  • Transition plans

  • Process improvements

  • Organizational efficiencies

  • Strategic brainstorming sessions

  • Strategic visioning and planning initiatives

  • B to B and B to C sales and marketing plans

Find out more about what my unbiased facilitation can do for you:


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speaking

If you need …

•Keynote speaker
•Breakout sessions leader
•Panel discussion participant or facilitator
•Leadership development
•Collaborative and engaging programming
•Interactive exercises
•Audience-driven content (with participant feedback in advance)
•Strategic brainstorming
•Strategic planning initiatives
•Leadership development

 … for your small group or large conference, I’m your gal!

 See my program descriptions:


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focus groups

When “talking head” answers and cold numbers just aren’t enough for what you’re seeking, qualitative market research is the way to go.


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teambuilding

Effective teambuilding solves an issue. What is your goal?

  • Communication

  • Learning others’ learning styles

  • A newly-formed group getting to know each other

  • Conflict management

  • Collaboration

  • Interdepartmental cooperation

  • Breaking out of silos

  • Bring levity to a meeting/retreat/conference that's heavy (while maintaining the strategic emphasis)

Learn how we’ll build the right program for you, together: