Getting Started

The foundation of a successful engagement starts with the right fit. I place a high value on relational alignment, shared purpose, and creating value, which is why I take extra care to ensure we’re a strong match.

To begin, I offer a complimentary 30-minute call where we can get to know each other, explore needs, and ask questions on both sides.

If it feels like a good fit, we move into a Discovery Brief Engagement. Inspired by Peter Block’s consulting philosophy, we clarify expectations, explore your team or organization’s current state, and begin shaping a shared vision of success.

Key Outcomes

A clear, mutual understanding of purpose, scope, and desired outcomes
Defined roles, responsibilities, and decision-making authority
Deeper insight into organizational mission, vision, values, culture, constituencies, challenges, and opportunities
A needs-based approach for collaboration and trust

What's Included:

Planning sessions to co-create an agenda
Preparatory one-on-one calls with key participants to build trust and excitement
Retreat facilitation (virtual or in person) with your team
Summary report of themes, insights, and next steps