Services
My approach combines 14 years of hands-on operational experience with modern AI tools—so the systems I design are both strategically sound and built for how organizations actually work today. For clients who want to build these capabilities in-house, I also offer coaching and workshops to help your team get there.
I integrate modern AI tools into operational systems to reduce manual work, improve visibility, and accelerate decision-making—without adding complexity.
Operational Design & Change Leadership
When strategy shifts, operations have to adapt. I help organizations redesign how work gets done—and guide leaders and teams through the change. AI tools accelerate this work: I use them to surface patterns, draft frameworks, and pressure-test designs—but the operating model you get is built around your people and priorities.
Services include:
- Workflow Design & Optimization: Redesign how work flows across teams—clarifying intake, ownership, and accountability. Where it adds value, I integrate tools like Wrike, Gemini, or NotebookLM to reduce manual work and improve visibility.
- PMO Systems & Project-Centric Operating Models: Build or rebuild your project management environment to reflect how your organization actually operates. Includes structure, tooling, reporting, and team adoption.
- AI Change Adoption Coaching: If your team is ready to start using AI tools but doesn't know where to begin, I'll help you identify the right use cases, build practical workflows, and lead adoption without disruption.
Strategic Financial Stewardship
Effective strategy requires disciplined financial oversight. I bring hands-on experience managing multi-million-dollar budgets—and I use AI tools to surface inefficiencies, model scenarios, and make reporting faster and more accurate. I can also help your team build these capabilities directly.
Services include:
- Budget Design & Portfolio Management: Build budget frameworks that align spend to priorities and give leadership the visibility to make faster, better-informed decisions.
- Scenario Modeling & Forecasting: Analyze budget scenarios and improve planning accuracy—combining financial discipline with AI-assisted analysis to strengthen your decision-making process.
- Grant & Sponsorship Reporting: Streamline the reporting workflows that are usually the most manual and time-consuming—so your team spends less time on documentation and more time on impact.
Enterprise Program & Event Excellence
For initiatives where visibility is high and the margin for error is low, I provide steady leadership from planning through delivery. I bring the same tools and discipline I use day-to-day—including AI-assisted reporting and communication—so your team is always working from current, accurate information.
Services include:
- Program & Portfolio Leadership: End-to-end management of complex, multi-stakeholder programs—from operating model design to delivery and close-out.
- Event Operations: Full-cycle event project management, from logistics and vendor coordination to onsite execution and post-event reporting. Includes AI-assisted planning and communications.
- Executive Communication & Stakeholder Reporting: Design and produce clear, concise updates, dashboards, and stakeholder communications—leveraging AI synthesis tools to accelerate the process without sacrificing quality.
Contact Me
If you’re navigating change, scaling programs, or trying to bring order to complex initiatives, I’d welcome a conversation about how we can work together.
