Facilitation/Consulting Services

Listen to the qualitative story — connect clients to their own stories and personal values — and apply it to the quantitative goals.

We are focused on supporting our clients to move forward in whatever way they choose. We take ourselves in being good listeners, and know that through stories we can identify the challenges and opportunities for growth with our clients and their organizations. Articulating these themes is key to leveraging what we learn to our facilitation and consulting services to connect and apply the communication loops and organizational history to our client’s goals. We utilize both visual and financial modeling to develop these integrated strategic plans. 

Consulting projects have ranged: 

• Building a Communication and marketing plan for an emerging businesses looking to scale, and raise new capital. 
• Mediate conflict and distrust within a professional services firm, using the story and the legacy to design a better organizational structure. 
• Facilitate board meetings for a family looking to define their legacy and where it applies to their enterprises. 
• PR/Communications firm oversight and RFP development, acting as a mediator between client and firm to make sure everyone was on the same page and on budget. 
• Professional and Personal Coaching for an executive launching their own firm. 

We are the hired generalists, with wide ranging capabilities:

• Project management
• Conflict management and resolution
• Organization mapping and design
• Conceptual design and creation
•  Values statement development
•  Communications strategy and planning
• Community outreach and development
• Organizational succession planning- In family
• Impact investment design/development
• Business model canvas and execution
• Business development/marketing design and planning
• PR management
• Meeting facilitation