CONFIDENTIAL NONPROFIT ORGANIZATION
LOS ANGELES, CA
Executive coaching to the Chief Executive Officer/Executive Director of a $3M nonprofit organization. Specific, focused coaching includes: Emotional Intelligence (EQ-i), Diversity & Inclusion (D&I), communication in multicultural contexts, improved executive/board relations, culture curation, talent development, conflict resolution, building partnerships, and The Listening Conversation.
DENTAL PRACTICE MANAGEMENT FIRM
DES MOINES, IA/AUSTIN, TX
Executive coaching to the Director of Professional Development & Cultural Influence for a dental practice management partnership co-located in Des Moines, IA and Austin, TX. Coached doctor through strengths identification and application process in building out the partnership agreement, visioning process for setting personal and practice goals, and issue-resolution related past practice-ownership challenges.
CONFIDENTIAL START-UP VENTURE
SANTA MONICA, CA
Comprehensive corporate consulting including executive coaching to the co-founder of a start-up alternative-funding mortgage firm. Coached her through start-up vision process to redefine idea, to seek out community expertise to create competitive advantages, culture curation and presentation training for her introverted co-founder, communication, enrollment and confidence training in advance of upcoming venture capitalist funding presentations.
CONFIDENTIAL START-UP NONPROFIT
PACIFIC PALISADES, CA
Consulting to a start-up foundation/non-profit service organization. Consulting services provided include: Executive coaching to Chairman and Chief Operating Officer, Critical Six Factors analysis; developing 12-month activity timeline; visioning process for case-for-support messaging; leadership solicitation training; research and collate data on generational giving trends and philanthropic strategies; research and draft gift receipt and acknowledgments – guidelines, requirements, references and examples; draft gift acceptance and administration policy; draft board member policy – roles and responsibilities; and draft board member recruitment packets.
SOCIAL EMPOWERMENT NONPROFIT
LOS ANGELES, CA
Comprehensive corporate consulting including executive coaching to the founder and CEO of a seven-year-old social empowerment non-profit on strategies to build productive, efficient & sustainable operations and fundraising infrastructure. Consulting services provided include: Initial organizational assessment; Critical Six Factors analysis; profile-raising strategies; social media strategies; website critique; board development strategies; 90-day organization development and fundraising activity timelines; case statement evaluation and refinement; community partnerships identification; draft gift receipt and acknowledgment policies.