Strategy. Leadership. People. Impact.

A trusted sounding board for CEOs, executive directors and owners on decisions, priorities and people.

• Regular advisory sessions
• Decision and priority reviews
• Board and investor presentations

I step in as interim leader, or work part-time as a fractional executive or chief of staff, and leave the organization in better shape for whoever comes next.

• Day-to-day leadership
• Board and owner reporting
• Funder, client and partner relationships
• Support for the permanent search

Typical length 3 to 12 months, on-site or remote

A plan people will actually use, built with the people who have to deliver it.

• Stakeholder interviews
• Facilitated leadership sessions
• Strategic plan
• Implementation roadmap
• Measurement framework

Typical length 8 to 14 weeks

The structure, systems and roles that keep up with growth, a merger or a change in direction.

• Operating model review
• Structure and reporting lines
• Scalable processes

Clear roles for the board and leadership, and a fair way to set expectations and review performance.

• Governance review
• Board policies
• CEO or ED evaluation framework
• Compensation benchmarking
• SMART goals
• Board presentation

Typical length 12 to 16 weeks

Getting the top role right before you hire, and helping a new leader land well.

• Role review
• Updated position description
• Search support
• Onboarding plan

An honest outside look at what’s working, what isn’t and what to fix first.

• Document review
• Interviews
• Current-state assessment report
• Prioritized recommendations

The policies and systems every organization needs, written plainly and rolled out properly.

• HR policies
• Employee handbook
• Policy rollout and training
• Recruitment and onboarding

Clear roles and a structure that matches how the work really gets done.

• Job descriptions
• Role clarity
• Org structure
• Workforce planning

Ways for people to see how their work connects to something bigger, and to have a say.

• Engagement surveys and action plans
• Employee ambassador networks
• Employee volunteering programs

A review process managers will actually use and staff will find fair.

• Review process
• Templates
• Goal setting
• Manager guidance

Support for new and growing leaders, and places for senior leaders to learn from each other.

• Leader coaching
• Executive peer networks and councils
• Board orientation and training

Learning that fits a busy professional’s week, from five-minute lessons to national gatherings. Examples include a community engagement webinar series for TD employees across Canada and a microlearning series for CPA Ontario.

• Webinar series
• Microlearning for learning on the go
• National conferences and summits
• Curriculum and certification design

Plans and communication that help people through a restructure, merger or new direction.

• Change plan
• Communication plan
• Manager toolkits

Bringing cultures together after an acquisition, or resetting culture after growth or a change in leadership.

• Culture assessment
• Values and behaviours
• Culture alignment plan

Giving and volunteering that line up with what your business cares about and what your community needs.

• Giving strategy
• Granting framework
• Employee volunteering
• Workplace giving campaigns

Setting up a corporate, family or community foundation properly from day one.

• Charitable status
• Governance and board set-up
• Policies and operations
• Strategic plan

The full grant lifecycle, designed to be fair, transparent and easy to run.

• Eligibility criteria
• Application and review process
• Adjudication
• Disbursement and reporting

Deliberately building the relationships an organization or initiative needs: finding the right partners across business, government and community, bringing them together and looking after them over time.

• Relationship and partner mapping
• Introductions and convening
• Executive roundtables and councils
• Sponsorship and funding agreements
• Stewardship plans

Connecting business goals with social and environmental outcomes people can see.

• Impact strategy
• Stakeholder and materiality analysis
• Sustainability priorities

Bringing the voices of the people affected into how decisions get made.

• Stakeholder consultations
• Community advisory councils
• Engagement plans

Simple, credible ways to show what changed because of your investment.

• Measurement framework
• Indicators
• Impact reports

Helping an organization define what it stands for and build it into how it works.

• Purpose definition
• Culture and purpose alignment
• Employee engagement around purpose