practice areas

Subject Matter Areas/

targeted knowledge & experience

View subject matter expertise, geographic reach, knowledge base and client engagement experience.

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Core Subject Matter Areas & Approaches

Subject Matter Areas
Strategy, market entry, global health, community-based organizations, organizational assessment, human development, funder matching, earned revenue, virtual healthcare, intellectual property monetization, mission/vision/values, corporate social responsibility (CSR) strategy, capacity assessment & planning, program design, infrastructure planning.

Approaches
Strategic planning, pro forma financial modeling, program development, case for support/capacity statement, theory of change, logic model, Five/Six Forces model, Six Sigma, process mapping, voice of the customer, Pareto-focused issue diagnosis.

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Current & Recent Client Engagements

Health Tech Start-Up
Currently in collaboration with the CEO/Chief Medical Officer of an innovative virtual mental health offering that integrates traditional psychiatry and psychotherapy with holistic mind-body-health approaches. Some of the many facets of this strategic engagement include market scoping, pitch deck development, overarching strategy, investor solicitation, differentiation, and pro forma P&L modeling.

Global Health Organization
Worked with the leadership team at an international organization to identify new funders and earned revenue opportunities, including monetizing current proficiencies, strategizing for alignment of new programmatic approaches and entry into new markets, in addition to employing assessment model.

Community-Based Organization
Assisted U.S.-based organization in assessing organizational strategy and redeveloped mission, vision and values in collaboration with the leadership team. Developed a five-year strategic vision for the the nonprofit.

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Geographies Served

USA & International experience

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Types of Organizations Served

NGO (non-governmental organizations), nonprofits, social purpose corporations, start-up enterprises, corporations, social sector