
We provide a wide range of organizational development services to Fortune 500 companies, International NGO’s, religious congregations, entrepreneurial start-ups, small established businesses, foundations, and 501c3 organizations. Our offerings include:
- Board Selection and Training
- Budget and Portfolio Development
- Business Plan Writing
- Conflict Engagement and Mediation
- Entrepreneurial Reality Checks
- Fundraising
|
- Group Facilitation
- Leadership Development
- Leadership Secession
- Philanthropic Planning
- Strategic Visioning and Assessment
- Workflow Systems Analysis
|
| |
"As entrepreneurs in the education technology space we have plenty of vision, skills and energy. But even the best of us needs help once in a while. One such moment happened early on when I was approached by another technology entrepreneur with a unique partnership idea. Recognizing the potential for faster growth while taking our company in a new direction was the easy part. What to do next, and even how to decide was another thing altogether. The best decision we made at the time was to engage Julie to help us navigate through the possibilities. Her professional, calm, systematic approach helped us understand the pros and cons, focus our energies on our core goals, and resulted in an outcome that left us in a better position. Her personal experience as a business owner and entrepreneur, along with the unique way in which she brings disparate ideas into focus are invaluable."
Allen Angell, CEO
Haiku Learning Systems |
|
|
| |
|
|
| |
"I have had the honor and privilege to work with Julie as a consultant for several companies. She and I worked together on building a business plan and change management strategy for a non-profit. I have used her on several other occasions to give me sound advice in difficult business situations. She has always acted with my best interests in mind. She brings a genuine concern and authentic disposition in her approach.
Julie possesses exceptional gifts in leadership, strategic thinking, planning, and transformational change. Her ability to focus and prioritize with effective communication made our work efforts much smoother than expected considering the circumstances.
Julie also possesses impeccable character, resolve, and determination. She does not compromise her values, speaks with authority, and provides clients with constructive feedback.
I will use Julie again and would highly recommend her without hesitation to assist clients who are looking for “authentic transformation”. "
Phillip Neal, Managing Partner
Surreo, Inc. |
|
|
 |
|