Do you find yourself struggling with decreased productivity, dissatisfaction with the work environment, increased leadership time handling subpar performance issues, anxiety about the numbers, or just a general feeling of discomfort and lack of joy in your work? There’s no need to suffer in silence. With the right consultant on your team, all of these issues can be avoided.

We offer a fresh, outside perspective and over two decades of experience successfully guiding organizations through a variety of people, process, and performance challenges. Our approach is focused on stabilizing in the short-term and strategizing for the long-term, ensuring your organization’s future health and viability.

Does your organization have a clear strategy in place that aligns with your efforts to create a sustainable and profitable culture? Creating a successful organizational strategy requires starting with the end goal in mind – what you hope to achieve in 3-5 years. To build an effective plan, we must first assess your current position and use that information to determine the best course of action going forward. Our team will handle the details behind the scenes so that you can focus on what matters most to your business.

However, a strategy is only as good as its execution. Accountability is crucial for success, and we’ll assign specific responsibilities to stakeholders and track progress through regular communication.

Our team is here to assist you with both the design and execution of your strategic plan. We’ll begin by conducting an analysis of your organization’s strengths, weaknesses, and both internal and external factors. From there, we’ll collaborate with you to set goals and develop action items that will give you a competitive edge. Throughout the process, we’ll evaluate your current structure and make recommendations for improving productivity and efficiency in management, firm structure, and business development.

As you start building a team, it’s important to understand that the process is different from accelerating the performance of an existing team. Our approach involves listening to your needs and challenges, and then creating a plan to bring the team together. We provide experiential training with actionable takeaways to ensure that everyone is on the same page. To kick things off, we may use an emotional intelligence tool to build interpersonal relationships. This tool could be a values-based tool, like Tilt365, or a communication and conflict tool like the Strength Deployment Inventory. We believe that exploring emotional intelligence is a crucial component in maximizing participation and cohesiveness amongst workgroups and teams—building trust and accountability along the way.

We understand that strong teams lead to strong organizations, and strong support teams maximize productivity and effectiveness. That’s why we work hand-in-hand with our clients to achieve both.

Leadership demographics are undergoing a critical shift that demands our attention. With 10,000 Baby Boomers retiring every day until 2028 and not enough Gen Xers to take their place, it’s crucial to consider how you’ll transfer knowledge, expertise, client service, and client relationships to the next generation of leaders. We partner with you to customize this process, identify necessary skills to train and develop in your next-generation leaders, and examine your focus for the future. The legacy of your organization depends on having an actionable plan that transitions knowledge and skills across generations.

Whether you are looking for client feedback on individual matters or the overall service level of your firm, we tailor client satisfaction surveys and client interviews to capture reactions and responses you can act on. We interview your clients over the phone, in person, or through paper surveys and compile summaries with action items you can implement to deepen your client relationships.

We build client service teams and coach their leaders to develop strong deliverables and deepen the client relationship. We examine and evolve processes to create structure and expectations for client needs.

Judy facilitated two strategic planning sessions I attended. The first one was for the association to which I belong. Judy did such a great job, we brought her to our office to facilitate one for our team. As a facilitator, Judy has an exceptional ability to cut through the “fluff” and bring the group back together so we can focus on the real issues. —L. Miner

Judy is always insightful getting us engaged in conversation and thinking about how to make our lives and firms more productive.

Judy helped us stop and think about how our values play a role in the daily stress of personal relationships, as well as conflicts in our workplace. —Judy Taylor