Sample Consulting Engagements

My consulting work draws upon a broad range of skills: workshop design and facilitation; program design and management; curriculum design and training; strategic advice and performance management; public speaking and presentations. This is a sample of some recent consulting engagements. I enjoy working with my clients to respond to their individual needs.

• Harvest Foundation: community stakeholder engagement and development of a plan for early child care education and services, 2019.
• American Psychological Association: editorial team planning and facilitation, 2019.
• NeighborWorks America® multiple engagements: Achieving Excellence Program participant coach and peer group facilitator 2009- 2020; trainer for National Training Institute 2013-present; coach team lead and trainer for the Sustainable Homeownership Program 2013-2017; designed and facilitated performance planning workshop for Curriculum Management team 2017; multiple speaking engagements.
• The Health Impact Project, a program of the Pew Charitable Trusts: performance planning training and workshop, 2015; grantee performance training workshop and coaching, 2016-17; staff retreat training and facilitation 2017.
• National Urban League: program design, training and coaching of multiple affiliate teams implementing a service integration approach, 2017-2018.
• StrengthMatters 2018: plenary remarks and workshop on change management for national meeting of non-profit CFOs, 2018.
• United Way Financial Capability Network: performance coaching, facilitation and consulting: 2013-2015. Work with 8 United Way local affiliates engaged in financial capability work through training, coaching and facilitation.
• New Enterprise Associates: conducted interview-based 360° reviews for multiple partners in a venture capital firm, 2017.
• Federal Home Loan Bank Community Investment Officers: designed and facilitated visioning workshop, 2015.
• Pathfinder Services, Huntington, Indiana: designed and facilitated senior leadership team retreat 2015.
• Community LIFT, Memphis, TN: designed and facilitated staff performance planning workshop, 2015.
• Virginia Community Development Corporation: designed and facilitated performance planning workshop, 2014.