


We help leaders design and execute innovative strategy.
Strategy & Innovation
We specialize in facilitating the strategic planning process with small and mid-size organizations to unlock opportunities and tackle their toughest challenges. Whether you need a comprehensive strategy or a productive off-site retreat, we deliver focused, actionable sessions that put real issues on the table and produce
measurable results.
Strategic Planning



We define innovation as doing something different to get a better result. If your current results fall short and you’re ready to rethink your assumptions, our unique process enables you to generate, test, and implement innovative solutions to your most complex challenges.
Innovation Sprints
While the future is uncertain, we can help craft multiple clear scenarios, monitor early warning indicators, and proactively adapt to change. We can also help create a future that positions you to lead, forcing competitors to adapt to you. Scenario planning provides a helpful tool for making complex decisions, building consensus and prioritizing opportunities and threats.
Scenario Planning
& Decision-Making
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Struggling with slow, costly, inefficient, bureaucratic or noncompliant processes? We assess your current state, identify gaps, uncover opportunities, and design streamlined, customer-focused solutions to enhance quality, reduce cost and drive the results you need.
Process Design
We uncover deep insight into customer decision-making and perceptions and then help you create amazing experiences that make customer interaction more personable, seamless and extraordinary. We also empower your employees to own relationships that drive customer loyalty.
Customer Experience



Are you overwhelmed, extremely busy and need more than a plan? We can help execute your most important priorities, opportunities and innovative experiments while creating a culture of accountability and providing clear scorecards and tools to ensure execution.
Execution
Leadership
What if leadership development wasn’t just about training but about solving your organization’s toughest challenges? We provide customized leadership programs that help leaders innovate, run experiments and operationalize initiatives to create change. Our programs concentrate on real problems and make implementation outside the classroom as important as in-class learning.
Leadership Cohort



We build trustworthy, cohesive teams so you can focus on producing results rather than managing dysfunction. Our cohort program fosters trust through candid, respectful dialogue tackling real issues and facilitating a process where teams co-create strategy and hold each other accountable.
Team Development
We guide clients in designing personalized career development plans with goals and habits to unlock their full potential. As trusted advisors, we provide candid feedback, uncover blind spots, reveal stress behaviors, and serve as a sounding board for critical decisions. We also offer short engagements for projects such as meeting and conversation preparation and presentation coaching.
Executive Coaching



Many of our clients develop robust strategies but face intense resistance from their culture. We equip leaders to understand the reasons behind the resistance, foster honest dialogue and help organizations co-create the culture they desire while reinforcing behaviors and perceptions through modeling, rewards and systems to make change permanent.
Culture
Do you need a trusted, neutral adviser to mediate conflict between individuals, teams or departments? Our process focuses on listening to interests, finding common ground, clearing up misunderstandings, proposing solutions and holding people accountable to commitments. We also equip leaders with training and toolkits to have difficult conversations and
resolve conflict.
Conflict Resolution and Mediation



We offer tools and assessments such as 360° feedback, The Enneagram , The Birkman Method™, DiSC, Myers Briggs, Strengthsfinder™, the Thomas Kilman Conflict Assessment and others to provide more comprehensive insights into maximizing leadership potential.
Assessments and Tools
Messaging & Influence
We deliver comprehensive sales solutions, blending training, coaching and actionable playbooks to transform knowledge into capability through practice and reinforcement. Our customized programs help clients identify pain points and implications, quantify value, present differentiated solutions, and negotiate objections to secure commitment. We also help you understand customer mindsets and decision-making so you can strategically challenge or support customers depending on their need.
Sales Training



We provide coaching, training and speech writing to help you design and deliver impactful presentations. We can video record your presentation, provide honest and constructive feedback accompanied by a tailored development plan and offer specific coaching to help elevate your skills. Our toolkits give you everything you need to craft engaging stories, design slides, simplify complex information, influence audiences and build your
entire presentation.
Presentation Design and Delivery
We create brand congruity between your value proposition and customer experience. Through in-depth interviews, we uncover deep customer insights, map journeys, and create personas for each market segment. We identify pain points, decision drivers, and pivotal moments that shape perceptions. Then, we craft a compelling brand message and value proposition to stand out in a crowded market.
Marketing


We guide clients through the fundraising strategy process for long-term sustainability. Our planning begins with an audit and gap analysis between current and desired results. Then we design strategies to close the gap by identifying the most feasible and impactful opportunities including donor engagement, major gifts, sponsorships, grants, and business
community engagement.
Fundraising
We collaborate with pharma and biotech companies to create captivating keynote presentations for medical conferences and provide tailored coaching and training to craft compelling patient stories, simplify complex medical information, and inspire audience action. We also offer customer journey mapping to ensure extraordinary advisory board experiences.
Thought Leader Engagement



Negotiation Training and Simulations
We create customized negotiation training and simulations tailored to your unique situation reflecting real world complexities. Designed for sales and non-sales executives, our programs blend emotional intelligence with advanced negotiation tactics to foster lasting relationships and build agreements that otherwise
wouldn’t happen.
