Team & Strategy Facilitation

  • Leadership Offsites & Working Sessions

    Facilitate high-impact retreats and team meetings that drive progress

    Design sessions that surface barriers, build trust, and unlock creative solutions

    Create actionable outputs and follow-through plans to keep momentum

  • Strategy Development & Facilitation

    Co-design organizational priorities, programs, or strategic initiatives

    Translate high-level goals into operational plans and accountability systems (OKRs/KPIs)

    Lead research and stakeholder interviews to inform strategy and positioning

  • Team Performance & Alignment

    Clarify roles, decision-making processes, and internal communication flows

    Build and implement systems for collaboration across teams or departments

    Coach leaders and teams through growth, transitions, or structural change

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  • Twilio

    Strategic Innovation for Public Sector Growth
    Partnered with product, corporate strategy, and public sector leaders to identify new opportunities where Twilio's technology could address pressing public needs while opening new market segments. Developed concept proposals that bridged social good and business development.

  • Checkr

    Cross-Functional Strategy Sprint
    Led a design thinking workshop with leaders from product, communications, and social impact to prototype experiments that advanced company-wide goals. Helped the team identify opportunities for deeper collaboration and more integrated impact across business functions.

  • City of Santa Ana

    Visioning for Downtown Revitalization
    Facilitated a multi-stakeholder working group—including city councilmembers, small business owners, city planners, and nonprofit leaders—to develop a shared vision and actionable roadmap for the future of Downtown Santa Ana.

  • U.S. Department of State

    Women’s Economic Empowerment in Central Asia
    Worked with State Department officials, Tajikistan-based women entrepreneurs, and local NGOs to co-create a strategy for growing women-led businesses. Led bilingual strategy sessions that resulted in a set of local pilot initiatives and cross-border investment priorities.

  • HoneyBook

    Executive Offsites for Leadership Alignment
    Designed and facilitated two executive leadership offsites for HoneyBook’s five-person C-suite. The first focused on building trust, clarifying roles, and strengthening communication. The second established annual priorities, OKRs, and team workplans to operationalize strategy.

  • PagerDuty

    Designed and facilitated a two-day offsite with PagerDuty’s leadership to build a shared Theory of Change, vision and strategic, and assoicated OKRs. The session created alignment across functions, clarified long-term goals, and gave the team a 24 month roadmap.