Recent Clients

In Q4, 2014, I:

• Helped in joint strategic planning between the UMass Medical School and the UMass Memorial Healthcare system

• Helped Big Brother Big Sister of Central Mass and Metrowest create a new strategic plan

• Helped Mass Council on Compulsive Gambling update and expand its Common Agenda for the problem gambling community

• Helped the Society of Arts & Crafts create a strategic plan

• Continued to help Work Without Limits transform from its business model from one funded by grants to one funded by earned income from services

• Helped the innovative Virtual, Inc. update their five-year business plan

In Q4, 2011, I:

• Helped the Clarks Companies, North America, complete a growth-oriented strategic plan that won board approval.

• Helped the International Fund for Animal Welfare complete a strategic plan that won board approval.

• Helped the Cambridge Family & Children’s Service complete a strategic plan that won unanimous board approval.

• Facilitated a community forum with 50 participants as part of a strategic planning process with the Concord Free Public Library.

• Facilitated a Visioning Summit with 160 participants as part of a strategic planning process with the Boston Latin School, America’s oldest public school.

• Facilitated a community forum with 70 participants as part of a strategic planning process with the Concord Museum.

• Facilitated a board retreat with the Boston Renaissance Charter Public School, Boston’s largest public elementary school.

• Provided senior leadership coaching for the Hunt Alternatives Fund

• Facilitated 2012 planning session for senior leadership at Global Organics Ltd.

• Facilitated organizational design session for senior leadership at Virtual, Inc.


In Q1, 2011, I helped the:

• Senior team of Virtual, Inc. plan a new business development strategy

Partners Community Healthcare, Inc., convene their fourth annual Network Retreat

• Strategic Planning Committee of the Two Ten Foundation advance its strategic planning process

Cambridge Family & Children’s Service undertake a strategic planning process

• Long Range Planning Committee of Bunker Hill Community College convene its annual planning event for the entire college community in January

• Leadership of Triform Camphill Community in Hudson, NY, convene an all-community planning event in January

• Strategic Planning Committee of Hampshire College convene four for all-college Vision Forums in February, involving 500 people

• Program Division of The Boston Foundation create a template for designing and leading consistently effective meetings

Work Without Limits create an employer network to help increase the competitive employment of people with disabilities

Global Organics, Ltd,, create a set of goals for 2011

Camphill Village USA in Copake, NY, edit and finalize their ten-year strategic plan

• Board and staff of The Children’s Room of Arlington create a strategic plan

Hamed Medical Center of Qatar convene a two-day Quality Retreat of the nation’s top 125 quality improvement leaders

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