Examples

Personalized Trustee Education for Wiser Grantmaking and Partnership
Developed and facilitated customized financial and grant development training and values analysis for trustees, refining their giving process to maximize impact, build strong partner relationships, and create a better world.

Thriving Together Summit Project Development and Implementation
Supported multi-sector project team to design, implement and evaluate city-wide convening: Advancing Health, Cultivating Leaders and Collaborating on Community Solutions, building community, skills, and action platform.

Equity Lessons Learned through COVID Project Development and Implementation
Served as project consultant driving concept, content, sponsorship, and operations of the 2023 symposium, Advancing Health Equity. Convened 250+ leaders from across sectors with a shared vision for healthier and more equitable future.

Experiential Education that Changes Lives
Designed and implemented models to enhance graduate training in community leadership. Developed Board Fellowship, Mentorship Program, Team Consulting Projects, and Advanced Field Placements. 

Board Collaboration Building Capacity for Global Health Equity
Working with board, developed plans tripling funding over five years, expanding to individual, grant, foundation and event strategy while expanding communications and outreach and building a global movement. 

Impact Analytics Decoding Financials as a Strategic Tool
Developed client-specific deep-dive training on history, analysis and interpretation of non-profit financials, stories they tell and using financial analysis as a tool for strategy and program development. 

Content Development and the Case for Health Equity  
Researched, co-authored and recorded Groundwater Institute's video series: "Racial Equity in Health Care" and "Health Equity in Action," which were included in engagements with Groundwater's national health care clients.  

Strategic Plan Partnership and Leadership Retreat Facilitation
Collaboration with Executive Director, Board Chair and senior leadership team, engaged in deep landscape analysis, values and assets assessment, and expert interview process to develop five year plan for impact and sustainability. 

Project Development in Quality and Patient Experience
Engaged in deep research, expert interviews, synthesis, and opportunity mapping working across payor, provider, policy and consumer sectors to best understand the Urgent Care delivery landscape and how it impacts quality of care, primary care continuity, and patient experience. 

Program Leadership to Reimagine Care for Housing Unsecure Women  
In partnership with Founder, developed all aspects of strategy, partnership, narrative development, advisory convenings, resource commitments, and implementation planning to bring lifechanging initiative to life. 

Training on Program Impact through Theory of Change, Logic Models, and Goalsetting

Developed and delivered customized interactive workshop for site based team in Musanze, Rwanda, building on core planning skills, role specific goals and community-wide aspirations.

Supporting a Visionary Leader in the National Harm Reduction Movement

Supported National Sea Change Coalition and partners in rollout of National Roadmap for Opioid Settlement Funds, including co-developing roadmap content, media advisory, and media roundtable event.  

Grantee Landscape Data Analysis for Trends and Action
Responding to unprecedented grant submissions, designed database for team review and simplified analysis. Co-developed trend and action analytics elevating key themes in a capacity building for health advocacy nationally. 

Meeting the Needs of Grantees

Led Advanced Grantee Training Series for Rx Foundation, five modules for non-profit leaders covering topics including: theories of change, board strategies, finance and budgets, and AI and non-profit engagement. 

Making the Case for Mentorship in Education for Students without Social Advantage
In collaboration with Center Director,  researched, wrote and edited "The Case for the Dotson Center: Creating the conditions for success through mentoring, enrichment, and leadership growth." 

Toolkits and Strategic Plans for Global Impact

Designed and edited Implementation Research Toolkit, the inaugural resource in the Transforming Healthcare Delivery Leaders Series. Developed strategic plans for the Institute of Global Health Equity Research and Leadership Institute.