OUR CLIENTS

We help ambitious, mission-driven leaders make the change they want to see in the world.  In the non-profit sector, we work with Executive Directors and boards to pare down priorities and create airtight implementation plans that rally staff, funders, and key stakeholders.  On the corporate side, we work with CEOs and Chief Impact Officers who want to refine their CSR goals and maximize impact — both for the communities in which they operate and for their own employees. 

 

Samples of our work include:

STRATEGIC PLANNING

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Fulcrum Capital, the rare woman-owned, women-led wealth management firm, engaged us to help them develop an ambitious, multi-year strategic plan. Fulcrum’s unique client orientation and values-aligned investment focus have positioned the firm for growth and impact.

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ORGANIZATIONAL DESIGN

Bellevue School District (BSD) serves 20,000 students speaking 97 languages. The district’s leadership team sought our support guiding their large system through ambiguity and reinvention. We worked with them to manage the complexity of redesigning instruction, operations, and community engagement in the COVID-19 era.  See more examples of our client work with BSD.

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EXECUTIVE COACHING

Our private executive coaching clients come to us with different needs. Some are crafting succession
plans. Others are restructuring partnership agreements. Still others seek to build new strategic
relationships. All are keeping a close eye on their organization’s culture, their own development, and
everybody’s success.

AFFILIATES

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