Testimonials
Strategic Planning
Jackie,
Business Planning & Coaching Client
Lisa was a lifesaver for us. She helped us identify and create a comprehensive plan to achieve our goals. Before talking to her we were very overwhelmed by the many facets of running our business. After our planning with Lisa our plan became clear and we had valuable tools to work with that will help us reach our goals. Lisa is very patient and is great at guiding the process, even when you are completely lost. I highly recommend Lisa to anyone I know.
“I discuss the problems that nobody else can solve with Lisa. She has a way of looking at things from multiple angles and seeing the potential solutions that evade others.”
“Thank you for all you did to facilitate the entire process — we are so grateful for your leadership, “smarts,” and most of all your patience in answering our many questions throughout the process.”
“Lisa worked with our group during a time of phenomenal growth and change. Our charge was to select, acquire, and implement effective technology solutions that leaders across our national healthcare organization would voluntarily adopt. Lisa helped us focus on the most critical (and at times painful) issues, screened out the noise, inspired us to fill the leadership vacuum that existed in this area, and partnered with us to carve out a strategy for generating the organization-wide support that was the tipping point in our work.”
“You have been a remarkable facilitator in helping a horribly deadlocked organization begin to breathe again. Your help permitted our CEO to propose it was time to make the change she had been wrestling with for years, presenting the proposal in a positive manner. Your help enabled a board member to be graceful and supportive to work with that leader on the transition, and for all of us board members to vision ourselves as a team now. Without your interaction with us, the future would have been dark and the hurt would have continued for everyone and the organization. Now we have hope. Key is our new understanding of our behavior types and the assurance that we can adapt once we understand this. And thank you for sending the templates we can adjust as we address the weaknesses in our policies and bylaws, to clarify what is vague, arguable, and conflicting.”
Mergers & Acquisitions
“I could not have done the last merger without you…and could not do this one without all of your support both in front and behind the scenes and your guidance.”
“You have a kind temperament that allows for change to unfold with grace and stillness.”
“Lisa answered our questions openly and in a way we could understand the merger process. We are less worried about the merger after spending this day with her. Lisa’s process was very accessible; she was very down to earth and made us feel comfortable and answered all of our questions. Before this meeting, we were overwhelmed—now we feel much more confident and that this process is much more doable, given time.”
“ Your expertise and guidance was helpful at every juncture as we proceeded through the discussion. You steered the conversations masterfully and gave us just the right tools to proceed with our board.”
“Our merger is a huge success thanks to Lisa. An external evaluation team recently remarked that our merger was one of the most successful mergers they had ever seen. And we have had our best fundraising year ever, immediately after the merger. Lisa’s support played a large role in this success. Lisa made sure everyone was valued and heard and at the same time kept everyone focused on what truly mattered. It was almost magical the way this allowed everyone to drop their agendas and defensiveness and become one cohesive team, inspired to work together for the good of our clients. And this is no small victory. I have seen many other facilitators get flustered by how tough our membership is. Lisa always stayed neutral and helped people drop their defensiveness and irrationality. Nothing threw her off track.”
Crisis
“We would not have been able to effectively manage this unusual and complicated situation without Lisa. She was proactive in identifying the problems, continually provided detailed but concise updates, and kept bringing in the right people at the right time. Most impressive to me was how she talked to people who were a little unhinged by their emotions. This is obviously a gift, and she used it so well.”
Trainings and Coaching
“Your calm demeanor, clear messages, and your thought provoking questions are always so helpful.”