Selected Work from my Fractional Chief of Staff and Strategic Partner Roles

Client: CEO of Mid-sized Association

Challenge: The Board had finalized an ambitious strategic plan, but the CEO needed a clear, actionable roadmap to implement it across the organization.

Solution: Collaborated with the executive team to align operational goals with the Board's vision. Developed a synchronized planning process integrating goal-setting with budget and HR cycles. Provided one-on-one support to department leaders for SMART goal development and facilitated staff-wide understanding of the strategic plan.

Outcome: Delivered a cohesive organizational plan that secured Board approval, enabling the CEO to execute the strategy confidently and effectively.

Client: Senior Executive at a National Association

Challenge: The executive had a conceptual vision for her $40M revenue-generating team but lacked a structured strategy to communicate and implement it.

Solution: Partnered to distill her vision into key components, defined priorities, and identified desired outcomes. Created a strategic framework and communication tools to articulate the plan clearly to her team.

Outcome: Empowered the executive with a well-defined strategy, enhancing team alignment and positioning her as a more focused, effective leader.

Client: CEO of a National Organization

Challenge: The organization's five flagship events, accounting for a third of total revenue, had become stagnant, with departments operating in silos and lacking innovation.

Solution: Led a cross-functional strategy team to foster collaboration among departments and volunteers. Introduced planning practices like RACI frameworks and project management tools, revamped budgeting processes, and implemented data-driven approaches to event planning and marketing.

Outcome: Transformed the events' operational effectiveness and organizational culture, fostering trust, innovation, and cross-team ownership, setting the stage for sustainable growth.

Client: Chief Product and Growth Officer of an Association

Challenge: The association's credentialing subsidiary was underperforming, with leadership turnover and unclear strategic direction.

Solution: Conducted a comprehensive audit covering governance, staffing, vendor relationships, credential quality, marketing, finances, IT systems, and membership operations. Identified critical gaps and provided benchmarks and strategic recommendations.

Outcome: Equipped the CPGO and new Director with a clear roadmap to stabilize operations, prioritize initiatives, and realign the subsidiary for growth.