My Methodology
I've been training for this since I was 5.
Seriously. My dad ran our family meetings at the kitchen table just like he was in a corporate office, and I was taking notes before I could even spell "agenda." Since then, I’ve spent the last two decades refining my approach, blending:
Executive Coaching Techniques – As an iPEC certified coach, I bring question techniques from the coaching field into the design process for driving clarity and forward progress toward a specific goal.
Operational Leadership – As a former VP and Operator myself leading teams through change, growth and pivots - I get the complexity and the nuance you’re navigating. I know what it takes to get things done.
Hands-on Experimentation – I’ve tested (and refined) a wide variety of formats across multiple industries—from formal roundtables to informal dinners—to advise on the most effective tactics for your specific event.
Working Together
✔ Team or Executive retreats
✔ Multi-part convening series (virtual or in-person)
✔ Field-level convenings that bring together changemakers and funders
✔ Jeffersonian Dinners designed to spark meaningful connections and learning from others
✔ Re-thinking recurring meetings that build clarity & momentum (All Hands, Team Meetings, etc)
✔ Focus Groups & Community Dialogue, Student Groups
Schedule a free 15 min consultation
Let's talk about your vision! No hard sells.