Trusted Partner

The mission - to produce strong & resilient organizations, people & projects - is the same, while the approach is custom to the client, circumstances and capacity - whether engaged with clients from global business, entrepreneurial startups, small business, community foundations, regional & national nonprofits, colleges & universities, federal & regional government or coaching individuals on leadership, executive development, change management, career transition, etc. 

Highlights of Client Work:2024

Established in 2024, X-Roads Advisory is engaged across academic, corporate, government & nonprofit sectors.

Clients: Augusta Health, Brain Injury Connections of the Shenandoah Valley, City of Waynesboro, Colonnade Club of the University of Virginia, Community Foundation of the Central Blue Ridge, Community Health Network of Western North Carolina (CHNWNC), James Madison University’s (JMU) Institute for Constructive Advocacy and Dialogue, JMU’s Office of Economic and Community Development, JMU’s School of Professional and Continuing Education, NIH's National Cancer Institute (NCI), NIH’s National Eye Institute (NEI), NIH's National Center for Advancing Translational Sciences (NCATS), Renewing Homes of Greater Augusta, Shenandoah Valley Airport, Startup Champions Network, StartUp Experience

Strategic Partners: Big Tent Consulting, Center for Nonprofit Excellence, Community Foundation of the Central Blue Ridge,  Schuler Solutions, Shenandoah Community Capital Fund

COACHING 

Change Management, Leader & Career coaching

  • CEO of quasi-government institution on change management, organizational development & leadership
  • CEO of regional healthcare organization on startup, building infrastructure, board engagement & leadership
  • Cohort of 6 nonprofit executive leaders on executive leadership & management in partnership with Center of Nonprofit Excellence 
  • Emerging leader and first time people manager at NIH’s National Center for Advancing Translational Sciences (NCATS) on career & leadership development
  • Executive in academia on organizational change, team development, managing up, own leadership & career transition to nonprofit sector
  • Individuals 1:1 on career transitions
  • Nonprofit executive leaders & board members on change management in partnership with Community Foundation of the Central Blue Ridge
  • Scientists 1:1 at NIH’s Division of Pre-Clinical Innovation within the National Center for Advancing Translational Sciences (NCATS) on career & leadership development
  • Small business leaders, entrepreneurs, and nonprofit leaders at individual and organizational levels

CONSULTING 

Thoughtful, strategic, bespoke & hands-on approach to

  • Create & establish guides, tools, templates and best practices for communications at NIH’s National Eye Institute (NEI) as project lead across data collection, assessment, analysis, recommendations, development of deliverables, adoption & training
  • Develop a coaching program at NIH’s National Cancer Institute (NCI) across data collection, assessment, analysis, recommendations, development of deliverables, adoption & training
  • Create & develop succession planning & board development with Renewing Homes of Greater Augusta
  • Develop, lead & project manage Next Generation Governance Initiative, a 2 year cohort of leaders from 12 nonprofits + next generation community volunteers in partnership with Community Foundation of the Central Blue Ridge

RETREATS & OFFSITES

Designed, developed & facilitated retreats

  • Brain Injury Center of Shenandoah Valley focused on team building with Executive Director and staff
  • Renewing Homes of Greater Augusta for succession planning & board development with Board & Executive Director
  • The Colonnade Club at the University of Virginia for strategic planning focused on values development and alignment, strategic and generative board meetings and building momentum for ongoing development with Board and Executive Director

TRAINING & FACILITATION

Develop, design, draft and teach

  • Building Better Boards: Recruiting to Give and Get workshop for nonprofit leaders sponsored by the Community Foundation of the Central Blue Ridge
  • Building Better Boards: Meetings & Planning for Purpose workshop for nonprofit leaders hosted by Staunton Innovation Hub
  • Building Better Boards Nonprofit Certificate program with 5 courses developed to introduce best practices in an engaging and practical way so you can start to put these into play
  • Coaching as a Manager workshop for  employees at Augusta Health during Professional Development day
  • Merrill Reid Social Styles Assessment Inventory for teams & leaders
  • Networking for Connections: Degrees of Kevin Bacon workshop for employees at Augusta Health during Professional Development day
  • Project Management & Team Communications course for corporate clients (Merck & Co.) and public through James Madison University

Facilitating

  • Community event with local nonprofit leaders & participants at Startup Champions Network annual conference
  • Next Generation Governance Initiative sessions over 2 years with cohort of Nonprofit leaders & next generation community volunteers in partnership with the Community Foundation of the Central Blue Ridge
  • Roses & Thorns session at Startup Champions Network annual conference with Shenandoah Community Capital Fund (facilitation)
  • Shenandoah Valley Collaborative Economic Summit 2024 breakout groups with James Madison University’s (JMU) Institute for Constructive Advocacy and Dialogue on behalf of JMU’s Office of Economic and Community Development. (Facilitation)
  • StartUp Experience breakout groups with high school students with Shenandoah Community Capital Fund (facilitation)

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