I provide project management and implementation to optimize processes and create content, utilizing a cross-functional approach to working with teams, contractors, and leadership.

Current and Past Clients:

PROCESS AND CONTENT DESIGN

  • Co-create onboarding materials and program for new hires and contractors.

  • Create customized granting processes to right-size niche application needs, while providing sufficient information for grantor due diligence and reporting needs.

  • Creation of pre-grant worksheets.

    PROJECT MANAGEMENT

  • Work together with consultants and in-house team in organization-wide Salesforce overhaul to provide project management and guidance representing multiple stakeholder perspectives and needs.

  • Create Salesforce reports, dashboards, and custom delivery to meet informational needs of stakeholders. Assure data integrity and usefulness for a variety of needs - tax preparation, budgeting, and programmatic reports.

  • Work collaboratively to restructure and revamp organizational file storage, naming, and content governance.

    WRITING AND CONTENT CREATION

  • Produce an Annual Report for a private foundation. Upgraded from a primarily text and chart format to a format rich with visuals and new types of strategic content.

  • Compile and write periodic newsletters for a private foundation, publishing them in an online format.

  • Create organization-wide glossary and style guide.

    TRAINING

  • Train teams and new hires in new processes, systems, and onboarding.

I help businesses with as-needed projects, though I’m most passionate about developing healthy cultures aligned with business values, people, and processes.

Current and past clients:

  • Mentoring under an established consultant in the use of the Predictive Index and other tools for Team Development in a business setting.

  • Subcontracting to conduct research and co-author an investment thesis. The thesis utilized an interdisciplinary approach to a complex investment opportunity for a trillion-dollar company.

  • Website design for a travel/tourism project. https://www.sceniccitybackroads.net/

I believe in supporting local nonprofits to be healthier, more resilient, and grant-ready.

Current and past clients:

  • Grant writing for local nonprofits for a variety of funders (private foundation, family foundation, federal, nonprofit).

Things I’m reading, learning, and pursuing.

  • Lead with Prayer: Spiritual Habits of World-Changing Leaders

    Discover the hidden side of leadership, and perhaps the greatest detrminant of finishing well.

  • Money Well Spent: A Strategic Plan for Smart Philanthropy

    A great introductory book delving into types of philanthropy.

  • You're Only Human by Kelly Kapic

    A refreshing read for all overachievers, helping us to find freedom in our finitude.

  • Becoming a Strategic Leader

    How is strategic leadership different from operational or functional leadership?

  • The Advantage by Patrick Lencioni

    Organizational health trumps strategy. The main difference between successful companies and mediocre ones has to do with how healthy they are.

  • Getting to What Matters: How to Design and Develop Evaluation by Steve Patty

    Steve’s book delves into the theoretical and practical foundations for evaluation.