2023 Client Work
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.