Our Approach

We guide organizations through a thoughtful, structured process designed to help you grow in healthy, sustainable ways. Our work is tailored to your goals and grounded in a proven framework that supports both people and operations.

Group of seven women sitting outdoors, engaged in conversation, with mountain landscape visible through glass doors behind them.

How we work

Phase 1: Vision & Consultation

Every engagement begins with clarity. We explore your impact goals, assess your current structure, and identify operational opportunities that unlock potential.

Phase 2: Leadership Team Development

Through facilitated sessions, your leadership team reconnects with its purpose and develops shared mission, vision, and values. This phase builds trust, alignment, and a foundation for meaningful collaboration.

Phase 3: Annual Strategic Planning (Best Year Yet®)

We guide you through defining your focus areas and top goals for the year ahead. This includes understanding roles, responsibilities, and the team structure needed to achieve meaningful impact.

Phase 4: Systems & Process Design

We analyze operational needs, recommend and implement the right software tools, and design workflows that support growth. You receive systems that reduce chaos and make your work easier.

Phase 5: Accountability & Leadership Coaching

Throughout the year, we help you track progress, adjust plans, and create healthy accountability rhythms. Leaders receive support to communicate clearly, report data effectively, and make informed strategic decisions.

Phase 6: Specialist Network

When you need domain expertise—HR, finance, legal, recruiting—we connect you with vetted partners we trust. You get streamlined access to experts who can implement what your organization needs.

Phase 7: Multi-Year Strategy

After your first year of clarity and systems-building, we help develop a 3–5 year strategic plan. We incorporate scenario planning, operational insights, and meaningful data to prepare you for long-term success.

Phase 8: Ongoing Support

We can continue facilitating your annual planning cycles until your team is ready to take the reins, ensuring the habits and structures we build together are sustainable.