Principal And Lead Strategist
Current• Direct a professional services firm focused on building strategic momentum in Fortune 1000 companies, state agencies, higher education, and national nonprofit organizations; consulted with over 100 clients with a desire to change, find new pathways, and explore organizational effectiveness.• Financial services experience includes Fortune 500 retirement solutions, insurance, global payment processing, and banking organizations serving individuals, corporations, and institutional clients. • Utilized an Environmental Scan to shape strategic, large-scale organizational change initiatives for a major insurance provider whose strategy was growth by acquisition. Improved integration of acquired business units, leveraged economies of scale, and updated the use of online technology. • Conducted a strategic planning project for a Fortune 500 payments processing organization to capture domestic and international market share; designed and led a team of Senior Executives through an eight-month strategic planning process; conducted interviews, facilitated sub-group research, and designed and facilitated strategy sessions. Project resulted in the $6.9B acquisition of a debit transaction company that positioned the client as the leader in the space. • Co-designed a highly interactive leadership development session for 200 managers at a Fortune 150 corporation; participants gave the experience their highest satisfaction rating and client reported the experience positively influenced future team interactions.• Led a project with an insurance provider that resulted in expanded product offerings, increased market share, and implementation of an online sales presence. Advanced the strategic planning function for the client over seven annual planning cycles.• Deep understanding of organizational change management frameworks; experience with Kubler-Ross, McKinsey 7S, Prosci’s ADKAR Change Model, and Case Western’s Appreciative Inquiry model.