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2023 Client Work

action planning collaborator engagement employee development leadership development strategic planning team culture Jan 20, 2025
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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!

  • 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. 

  • Volunteer recruitment and retention strategy

  • 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.).

  • New program review: This project included compiling learnings, efficiencies, and development for future program iterations. 

  • Board development meeting and team building

  • Graphic design of existing strategic plan

  • Staff training session: This one included developing a team motto and training staff on communication and conflict problem-solving.

  • Enhancing communication among principals within a school division

  • Mosaic Women’s Retreat: This included delivering training on managing complex change among colleagues and different departments.

  • Vision, mission, and values development

  • Strategic planning information session: For this project, I delivered workshops on strategic planning 101 and on learning how to start a strategic plan.

  • Mentorship program development

  • Team retreat: The retreat included team building and developing a team charter.

  • Strategic plan toolkit development: We created a toolkit for an umbrella organization to provide its chapters with the framework to build their strategic plans. 

  • 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. 

  • Policy review

  • Executive manager retreat: This retreat was specifically to help prepare for the client’s annual board retreat.

  • Midway strategic plan review and AGM presentation 

  • Volunteer recruitment progress review

  • Stakeholder feedback and input consultation

  • Municipal government department action planning

  • Effective change management process across provincial school divisions

  • 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.

Ready to elevate your team?Ā Reach out today to learn more!Ā 

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