Welcome
Envisioning Tomorrow, Creating Today: Strategic Visioneering + Execution
Helping leaders to shape a future of value-creation and bring it forward - lighting the path with strategic plans, guiding them from their "now" to their "next"
about me
My Story
With over thirty years of strategy creation, my work primarily as Chief Operating Officer (COO) and Chief Administrative Officer (CAO) and comparable roles has honed my skills, specializing in crafting strategic plans, maps, and playbooks, along with execution plans and dashboards for diverse businesses, ranging from startups to complex organizations in both public and private sectors. My approach blends art and science, aiming to create compelling futures and operationalize them for tangible value creation for stakeholders.
My unique value proposition lies in my ability to guide organizations in clarifying the value-creating paths to their goals. I excel in aligning teams' efforts with their purpose, vision, or mission. My top two key strengths, as identified by CliftonStrengths, are Futuristic and Strategic. These strengths enable me to help envision future possibilities and navigate through competing priorities and actionable initiatives, leading to tangible success.
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Envisioning Tomorrow, Creating Today:
Having learned from experience, I must emphasize the importance of anchoring strategic work to an organization's core purpose. As a cornerstone to successful strategy formulation and organizational engagement, it goes beyond being just a starting point. I ensure that organizational strategies align with this core purpose and unique business interests, providing a clear, practical direction for decision-making. I am dedicated to creating strategies that genuinely resonate with the organization's essence, delivering tangible results.
The Strategic Visioneering + Execution Process: A proven methodology designed to deliver tangible organizational results.
Vision:
- Vision Clarity: This stage starts with discovering and envisioning the desired future state. It focuses on value creation and is founded on the organization's purpose, vision, and/or mission.
Planning:
- Strategy Formation: In this stage, strategies are formed based on the vision. Strategic capabilities and resource and capital allocation reviews are conducted. Detailed, milestone-driven strategies, initiatives, and metrics are then developed.
Execution:
- Value-Creation Focus: The focus is on generating tangible value through implementation and execution. Essential metrics and underlying factors are tracked to guide informed decision-making that is tailored to the organization's pace.
services provided: Strategic, Interim, and Fractional
Vision: Strategic and Graphic Facilitation
Input: Ideate with your team in focused strategic sessions, systematically focusing on a vision that represents your desired future. This approach effectively blends the core purpose, vision, and/or mission, the team's collective thinking, insights, and internal and external views, ensuring a value-creation focus.
Output: A set of clear objectives, goals, illustrative visuals, and vision that guides the strategic direction, providing a roadmap for engineering these elements into a practical and actionable strategic plan.
Planning: Mapping Strategy and Action
Input: Translate inputs from strategic sessions to link the "who, what, why, and how," then map value-creation to the specific strategic priorities, initiatives, and tactics to achieve. This strategic process delivers action to short-, medium-, and long-term objectives and goals with clear deliverables.
Output: A multi-year strategic playbook comprised of a strategy map, annual plan, financial plan, execution plan, and aligned performance metrics to measure strategic success.
Execution: Implement and Execute
Input: Communicate and cascade the strategy throughout the organization to help bring the vision to life. Clear strategic direction, a strategically aligned workforce, and supportive culture, complemented by a well-aligned structure, are all essential for successful strategic implementation and execution.
Output: A robust and actionable implementation plan including a communication strategy, project execution roadmap, scorecard, strategy execution reviews, and strategic cycles.
Interim: Support and Resources
Input: Interim consultancy for special projects and resource augmentation. Specializing in supporting transitions, system implementations, and business presentations, with services spanning key areas including strategy and business planning, operations, human resources, marketing, and sales.
Output: Interim resources and tailored solutions that align with each organization's goals and timeline, ensuring projects are completed efficiently and effectively with minimal oversight.