2023 Client Work
Jan 20, 2025
We often get asked what kind of work we do. Honestly, it’s a pretty big scope. If you’re an organization with a problem to solve, an initiative to launch, or a plan to put in place, we can help. To show some examples, we compiled a breakdown of the types of projects we worked on in 2023. Let’s get into it!
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Strategic plans: We tackled many this year, and the scope and budget always vary slightly between organizations. We did half-day, full-day, or two-day planning sessions with our clients.
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Volunteer recruitment and retention strategy
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Half-day meeting with provincial representatives: This project included facilitating communication and collaboration among the provinces (this could be applied to departments, units, regions, countries, etc.).
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New program review: This project included compiling learnings, efficiencies, and development for future program iterations.
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Board development meeting and team building
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Graphic design of existing strategic plan
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Staff training session: This one included developing a team motto and training staff on communication and conflict problem-solving.
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Enhancing communication among principals within a school division
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Mosaic Women’s Retreat: This included delivering training on managing complex change among colleagues and different departments.
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Vision, mission, and values development
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Strategic planning information session: For this project, I delivered workshops on strategic planning 101 and on learning how to start a strategic plan.
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Mentorship program development
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Team retreat: The retreat included team building and developing a team charter.
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Strategic plan toolkit development: We created a toolkit for an umbrella organization to provide its chapters with the framework to build their strategic plans.
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Action planning: A couple of clients wanted action plans to lay out a roadmap to fulfill their strategic plan. We accomplished this through a one-day session for one client and through a series of virtual sessions for the other.
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Policy review
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Executive manager retreat: This retreat was specifically to help prepare for the client’s annual board retreat.
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Midway strategic plan review and AGM presentation
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Volunteer recruitment progress review
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Stakeholder feedback and input consultation
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Municipal government department action planning
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Effective change management process across provincial school divisions
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Conference workshop: This was a half-way workshop on building a values-based workday.
Those are all of our major projects from 2023! If any of the above sounds like a project you have on the horizon, I’d love to chat about how I can help you get the ball rolling. Submit an inquiry to get started.
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