My Approach

Phase 1: Initial discovery call

Phase 2: Follow-up calls and info-gathering session(s)

Phase 3: Independent work (i.e. material development)

Phase 4: Check-in by email or call

Phase 5: Incorporate feedback into draft

Phase 6: Deliver product

Phase 7 (Optional): Follow up call/email after 1-6 months

Learning about your strengths, needs, and priorities

Collaborating with stakeholders and/or your in-house experts to draft a proposal or product

Following through and offering quality assurance

Step by Step: My Process in
Consulting Projects with Organizations

Ready to get started?