
Plans that make sense. Progress you can actually see.
After years in the consulting world, we’ve seen too many “plans” become just that—plans. Long, bloated documents filled with buzzwords and benchmarks, created more to check a box or satisfy our good intentions than to drive real progress. They sit on a shelf (or in a shared drive), disconnected from day-to-day decisions and team energy.
That’s not how we strive to do things. We believe a great plan should be clear, actionable, and actually used. It should reflect your mission, match your capacity, and keep your team aligned—not just today, but six months from now when things get muddy or complicated. We help build plans designed to remain relevant through the work they guide.
Of course, even the best plans only matter if we actually follow through. That is why strong project management is essential—not just to track tasks, but to ensure that our vision becomes reality and truly makes an impact.
Whether you're mapping out your year, launching a new initiative, or trying to bring order to a fast-moving project, we help you build plans that make sense and stick.
Planning & Project Management
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For when your organization needs clarity about direction, priorities, and next steps.
We guide leadership teams through planning processes that orient teams to what matters most, uncovers obstacles, builds alignment around key decisions, and charts the path ahead. Our approach is collaborative and practical—grounded in experience, driven by your mission, and focused on outcomes.
Primary Outcome: A shared roadmap that connects your purpose to real-world priorities.
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For organizations in transition, formation, or re-alignment.
We work with teams, boards, and stakeholder groups to define or refine the foundational elements of organizational identity. These sessions often result in rich dialogue, clear distinctions, and unifying language that can guide decision-making and culture for years to come.
An important (but often overlooked) next step is to ensure that these foundations get connected to operations and reflected in the day-to-day life of the organization. Failure to do this often results in leadership direction that grows increasingly disconnected from the reality on the ground.
Primary Outcome: Clear, shared statements of identity that resonate internally and externally.
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For when you want to take a step back—and move forward with purpose.
We design and facilitate focused leadership retreats where strategy, vision, and execution can be worked out in a meaningful and distraction-free setting. Whether you need to clarify vision, build consensus, or map out your annual roadmap, we help make sure your time away results in real progress—not just conversations and good memories (although that too!).
Primary Outcome: Aligned leadership, renewed energy, and clear next steps.
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For when you know where you're going—but need help getting there.
From full-scale project oversight to short-term execution support, we help teams move from planning to implementation. We can assist with traditional project management tools or take on a temporary project leadership role to get momentum going and keep it going.
Primary Outcome: Progress tracked, barriers removed, deadlines met.
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For fast-moving projects and high-collaboration teams.
We can facilitate working sessions inspired by Agile and Scrum principles—ideal for teams that want to collaborate, iterate, and stay accountable in short, structured cycles. If you’ve ever said, “We just need to block time and get it done,” this is for you.
Primary Outcome: Rapid progress with real-time coordination, feedback, and energy.
Need help with your personal planning, processing, or follow-through? Check out our Second Brain Session offerings!