Here is a sampling of client industries and significant projects I’ve worked on:
Projects and Programs
- Virtual and in-person annual leadership summits (one-day and multi-day events)
- Needs assessments
- Virtual new leader/manager cohort programs
- Virtual and in-person leadership development (cafeteria-style opportunities)
- Virtual and in-person leader and team development programs
- On-call assessment administration and workshops
Client Industries
- Academic/Scientific Research Institution
- Aviation
- Financial Services
- Healthcare/Hospital System
- Manufacturing
- Non-profit
- Pharmaceutical
Project Descriptions
Cafeteria-Style Two-Hour Virtual/In-Person Development Modules (Healthcare Client)
I managed a vendor during the design and development of 9, two-hour modules that could be delivered both in-person and virtually. The program was cafeteria-style for the leaders to attend a minimum number of modules but structured as a ‘choose-your-own-adventure’ program so the leaders could select based on their development goals. The module topics and objectives are based on the leadership expectations/capabilities we created with the client in previous work.
For this project, I :
- Provided vendor with source documents around previous training and connections to other organizational initiatives and guidance on vision, objectives, leader population, and session design constraints and needs
- Reviewed session design and provided feedback to the vendor on activities, content, focus areas and key topics
- Reviewed the content with the client and provided client feedback to the vendor as well as made connections to internal services and resources to promote a cohesive feel
- Coordinated individual train-the-trainers for a group of 5 facilitators; assisted with TTT on the materials, polling technology, and session content
- Received participant evaluations and client feedback and used that information to recommend and made revisions to content
Annual Leadership Learning Summit (Healthcare Client)
In 2023, a healthcare client asked us to help design their annual one-day leadership event for 2,200 leaders. We repeated this project again in 2024.
For this project, across both years, I:
- (2023) Created interview and focus group questions, attended and documented responses from participants, and themed their responses into content recommendations based around the client’s values.
- (2023) Drafted leadership competencies from research and interview/focus group input that we asked for attendee feedback on during an activity; revised leadership competencies based on that input and client collaboration.
- Designed the day’s schedule, identified appropriate content, and drafted presentation slides and scripts for senior leaders to present from stage.
- (2024) Designed, reviewed with client for approval, and developed breakout room content aligned to two of the organization’s values and associated leadership competencies. Conducted train-the-trainer session for organizational leaders who would facilitate the content for the event.
- (2023) Assisted with train-the-trainer for table leaders who would assist in conducting the activities for groups of 10 participants.
- Collaborated with marketing and graphic designers to create participant materials and coordinate printing requirements and timing for materials, including additional printing of materials for follow-up reinforcement activities to be shipped to organizational development leaders.
- Served as on-site support, adapting the content and activity timing when an executive speaker needed more time for their portion.
- Crafted event evaluation survey as well as follow-up 60- and 90-day surveys post-event to gauge implementation and retention.
