Signature Workshops

Every team has a unique set of challenges, whether it's defining a three-year roadmap or untangling daily communication friction. I offer three 1-day workshops which can be combined for 1-2 day comprehensive events.

The Collaborative Process: To ensure high-impact results, every engagement includes a comprehensive discovery and synthesis cycle.

  • Discovery: Leadership interviews to identify goals and surface hidden barriers.

  • Walk through: A final review of your custom agenda and a technical sync to ensure a seamless day-of experience.

  • Facilitation: High-energy expert delivery focused on clearing the path and defining your next steps.

  • Deliverables: Delivery of high-fidelity roadmaps, playbooks, and documentation.

  • Momentum Checks: 1 hour consultations to ensure long-term impact.

Your Investment includes all travel, luxury participant kits, and high-fidelity post-session artifacts, contact me for specific founding client pricing.


Vision to Action

Strategy only works when it’s translated into action. I help leadership teams break out of the activity trap: where everyone is running fast but in different directions. We’ll align on a single, clear destination with a plan to reach it.

  • The Focus: Who you serve, where you’re headed, and how you’ll know it’s working.

  • Deliverables: A roadmap that balances what you need to do now, what you’re building for next, and where you’re headed in the long term

  • The Payoff: You’ll replace circular debates with concrete decisions, leaving the room with a team that is moving in the same direction with total confidence.


When to call me:
You’re navigating a pivot, scaling fast, or struggling to bridge the gap between "where we want to be" and "what we need to do today."


Friction to Flow

Healthy teams don't happen by accident: they are built with intention. I help teams set the shared expectations that turn daily friction into a natural flow. We’ll define the working agreements that allow your team to move fast and stay aligned without the need for constant check-ins.

  • The Focus: The values that drive your decisions, how you communicate, and how you stay resilient through change.

  • Deliverables: A Team Playbook that clarifies your shared standards, communication norms, and how you’ll stay in sync as you grow.

  • The Payoff: You’ll trade micromanagement for autonomy, leaving the room with a team that moves faster because they have a system they truly trust.

When to call me: You’re rapidly scaling your team, shifting your work model (hybrid/remote), or navigating a major reorganization.


Concepts to Confidence

Innovation isn't just about big ideas: it’s about knowing which ones will stick. I help teams move past guesswork and hunches by grounding creativity in real human needs. We’ll pressure-test concepts and ensure you focus on the right ideas before you commit time and money to building.

  • The Focus: Identifying the real problem, generating high-impact ideas, and turning the best ones into a visual plan for testing.

  • Deliverables: A Storyboard Prototype and a Test Plan for your prioritized ideas, giving you a clear roadmap for what to validate next.

  • The Payoff: You’ll trade guesswork for the confidence that you are solving the right problem, and leave with a concrete plan to start testing your best solutions with real customers.

When to call me: You’re staring at a complex new challenge, stuck in a "feature factory" loop, or need to quickly pressure-test a new direction.


Custom Strategic Engagements

Some problems are too complex to fit in a standard workshop box. If you are navigating a unique transition such as adapting to a data-driven culture or product-mindset, I design bespoke interventions to help you get where you need to go. 

We will audit your friction points together and use the tools of human-centered design to build a custom agenda. Whether you need to upskill or unblock, I meet your team exactly where they are so you can move forward with confidence.

Common scenarios

  • Data-Driven Influence: Helping DEI and HR teams move past intangible impacts to meaningful measurement

  • Product-Minded Operations: Transitioning Ops and Services teams from process managers to customer-first mindsets to unlock value and impact

  • Cross-Functional Alignment: Neutralizing "us vs. them" silos in complex leadership groups to build a unified "we" mindset around shared business goals

When to call me: You are tackling a multifaceted organizational or cultural challenge and need a partner to help unpack the complexity and build a rigorous path to the other side.


A Note on Flat-Fee Pricing: I believe in radical transparency and removing administrative friction. My fees are all-inclusive of travel, materials, prep and followup. This ensures your team can focus on the breakthrough, while I handle the architecture and logistics.