Expertise:
Meeting You at the X-Roads
Check out a quick list of our areas of expertise followed by more details below.
We deliver across these expertise with services in consulting, coaching and facilitating.
For the results, check out highlights of our client work.
"Thank you for the information you provided during the follow-up to the retreat. I think access to this information will, along with feedback during the retreat, including the hot seat exercise, allow the material we will need for success in our follow-up.
Thank you for your leadership as we planned the agenda because I believe the retreat was well-structured, resulting in its success.
Lastly, thank you for a fantastic job as the facilitator.
Your knowledge, professionalism, and manner in which you relate to people are admirable."
-board member, governance committee chair at The Wayne Theatre
Consulting
- Change Management
- Communications
- Nonprofit Board Development
- Operations Strategy
- Organizational Development & Dynamics
- Planning: Strategic & Succession
Facilitating
- Change Management
- Leadership
- Management
- Nonprofit Board Development
- Professional & Workforce
- Retreats & Offsites
- Team Building
Coaching
- Accountability
- Career transitions
- Change & Transitions in Organizations & Leaders
- Leadership Development (Executives & Emerging)
- Teams, Groups & 1-on-1
Coaching Curious?
Learn more about the approach, philosophy, assumptions, expectations, agenda and tools & assessments that are part of the practice.
"A key takeaway for me was the importance of networking and putting yourself in other's shoes. Learn to take advice from others because their input can be very valuable."
-coaching circle client with other entrepreneurs
"I have learned that I need to allow others to take on tasks--my challenge is to learn how to be okay with those tasks being done differently and at a different pace than I would have done, while finding that balance point of accountability."
-executive & leader coaching client
"George is so positive in every interaction we have, which makes our work together so enjoyable and productive."
-consulting client
Leadership & Management
As a leader, you have vision, create, and inspire ideas and people. You're 10 steps ahead. Prepare and bring your people, process and projects along to what’s next aligned with the culture you want and need.
Our approach: We work with you through what you might need to transition; identify what might get in the way; outline what you, your people and organization might need to adapt, understand and engage to succeed, and communicate what changes/ does not.
Services might include
- Coach leaders, executives & next generation/ high potentials as an accountability partner & a confidential confidant
- Plan & facilitate a retreat or offsite
- Develop & teach leadership / management training
- Advise & devise a succession plan
- Develop dashboards of expectations & accountability
- Advise on navigating change in organization, structure, people, process, systems, location(s), etc.
- Suggest improved delegation & accountability
- Pilot a part-time executive role to test sustainability, need & scope
- Cover a short term executive absence
Organizational Development & Dynamics
Organizations must grow and evolve. Ensuring people, process, systems, structure and culture are aligned today and ready for what's next.
Our methodology: We collaborate with you and your teams to understand your vision, how people are working, what might need to evolve, develop a plan to change, align with culture & resources, engage stakeholders to develop a plan, and advise on implementation through the process.
Services might include
- Plan & Facilitate a project, retreat, leadership summit, team meeting, leadership retreat, offsite, etc.
- Audit, evaluate & advise on alignment of culture, norms & expectations, and operations
- Evaluate, design & implement an internal communications / employee engagement strategy
- Conduct an organizational culture audit
- Evaluate & advise on team work / dynamics
- Administer Merrill Reid Social Styles Assessment
- Evaluate & clarify empowerment & accountability expectations
- Evaluate & advise on norms and expectations for remote/ hybrid workforce & matrixed team
- Evolve client-centered organizational & staffing models
- Evaluate & clarify roles, responsibilities & accountabilities
Operations Strategy
People and processes need to evolve as your organization does. Find ways to work smarter - more effectively, efficiently and with impact - in a changing environment.
Our process: We break things down into manageable parts to get things done most effectively, efficiently and impactfully by creating paths to more agile operations.
We connect and convene stakeholders to understand goals and expectations, define timelines and deliverables, regroup and report progress regularly, and ensure collaborative communications to deliver on-time and aligned with strategy for great results.
Services might include
- Lead & facilitate project management with stakeholders for events, priorities & projects
- Map & draft Standard Operating Procedures (SOP) / manual for quality & avoid reinventing the wheel
- Audit & advise how to improve meetings
- Conduct an operations assessment & give specific recommendations to increase efficiency, improve workflow, streamline systems/ process, and improve time & cost management towards the overall profitability
- Map out CRM ideas to improve client relations, knowledge management, duplication, etc.
- Clarify prioritization & escalation standards
- Operationalize an idea, strategy, strategic plan, communications plan, etc. by breaking it down into manageable parts with next steps
Nonprofit Board Development
Nonprofits balance delivering services between the board and staff with evolving roles, responsibilities and accountabilities as they grow.
Our style: We collaborate with you and your teams to understand the dynamics between board, volunteers and staff to align your priorities with your resources, capacity and appropriate governance models.
Services might include
- Audit & advise on Board composition, recruitment & retention. onboarding, etc.
- Develop & deliver Board training & development
- Audit & advise on Board meetings to focus on mission and dashboard of priorities
- Plan & facilitate a board retreat, leadership summit, team meeting, offsite, etc.
- Coach executive staff, board members & high potential leaders
- Advise on evolving systems & restructures of committees and board
- Audit & advise on improving, clarifying and accountability board-staff relations
- Evaluate current governance model from hands-on management boards to strategic governance boards
VIP Engagement
Whether clients, celebrities, donors, speakers, executives, etc., VIPs require special attention to detail and handling.
Our style: We work with you and your team to understand your goals and expectations, and engage with VIPs and their teams to advise on white glove service for engagement and events.
Services might include
- Develop VIP client relations protocols
- Advise on VIP engagements, expectations, and event operations, including onboarding, greeting, greenroom, rider, gifting, guests, etc.
- Advise teams and/or staff VIPs at rehearsals & events
- Advise on coordination with security, producers, tech, travel services, agents, publicists, managers, etc.
- Advise and/or engage VIP's representatives, e.g., staff, agents, managers, publicists, etc.
Deliverables
Deliverables might include some of the following
- Tangible. e.g., change management plan, internal communications plan, offsite/ retreat content planning, event production (part-time management of a business function, oversite, content, VIP management, etc), meeting/ agenda plan, staffing plan, matrix staffing model, culture analysis, process improvements (standard operating procedures, manuals, norms and expectations, job descriptions, etc), implementation plan of a strategic plan, evaluation of operations, programs, culture, etc; non-profit board development, non-profit board evaluation, non-profit board recruitment plan, etc.
- Intangible. e.g., coaching, external POV and recommendations on effectiveness & efficiencies, facilitation of meetings/ events, mentoring, modeling desired culture/ leadership, facilitating change management, succession planning, staff engagement, business management, program management, execution of plans developed, etc.
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