Principal
Current•Strategic Planning: Led a team to conduct a comprehensive market assessment and develop a 5-year strategic plan for a non-profit education company; strategy focused on fostering a customer-centric mindset, identifying white space for growth and expansion, investing in people and culture, and accelerating a cloud and data transformation.•Strategy Development to Execution: Partnered with client’s ELT to co-create a 3-year strategic plan; pulled the strategy through to implementation by leading 15+ facilitated workshops to define the key activities, milestones, cost and benefit estimates, and metrics to drive success towards the strategy. •Competitive Research & Market Assessment: Completed an in-depth market assessment for a financial services firm by generating key insights on customer needs and competitive positioning; crafted future state recommendations to elevate the customer experience, invest in new products/services, and explore a potential expansion to a new market segment.