STEP ONE: Review Case Studies.

Case Study: Operational Work at a Non-Profit Organization

# of Employees - 40+

The Organization served a community by providing essential services and fostering connections through its diverse business operations. I held the role of the association’s chief executive, tasked with ensuring operational effectiveness, financial sustainability, and strategic growth. This case study highlights the strategies and outcomes achieved during my time there.

Challenge The organization faced several challenges, including:

• Ensuring the organization’s diverse business lines remained profitable or, at minimum, broke even.
• Maintaining operational efficiency while managing a team of 44 employees and addressing recruitment, onboarding, retention, and performance.
• Strategizing to increase revenue streams to sustain the association’s financial health.
• Coordinating with the Board of Directors to align operations with strategic goals and compliance standards.

Key Initiatives and Solutions

1. Operational Efficiency and Financial Sustainability
• Conducted a survey to understand the needs of the community
• Regularly reviewed and monitored 14 business lines to identify performance gaps and areas for optimization.
2. Strategic Revenue Growth
• Led the reinstating of a six-figure revenue-generating business line. This involved operational setup, strategic alliances and communication.
• Achieved six-figure revenues within the first six months of the new business line’s launch, contributing significantly to the association’s financial stability.
3. Leadership and Team Management
• Oversaw a team of 44 employees, including seven direct reports, ensuring clear communication, performance accountability, and professional development.
• Strengthened recruitment and onboarding processes to attract and retain talent.
4. Governance and Compliance
• Acted as the primary liaison to the Board of Directors, maintaining regular communication with the Chairperson.
• Prepared detailed reports for board meetings, offering insights and recommendations on compliance, protocol, finance, and operational management.
• Ensured all activities adhered to relevant regulations and organizational policies.
5. Community Engagement and Event Management
• Planned and executed large-scale community events to strengthen the association’s ties with its members.
• Introduced innovative marketing tools and strategies to enhance event visibility and participation.

Results

• Achieved profitability or break-even outcomes across 12 of our business lines.
• Successfully launched a high-impact business line, generating six-figure revenue in its first six months.
• Strengthened the association’s operational framework, ensuring long-term sustainability and growth.
• Fostered community engagement through well-executed events and strategic marketing.

Conclusion My work as Chief Operations Officer at the non-profit organization exemplifies the importance of strategic leadership, operational effectiveness, and community-focused initiatives in achieving non-profit success. The association’s financial stability, well organized and attended events and operational efficiency stands as a testament to these efforts.

Case Study:

Enhancing Operational Efficiency and Community Engagement for a For-Profit Consultancy

# of Employees - 3

As a manager for a for-profit consultancy, I was responsible for developing and implementing strategies to drive growth, foster community engagement, and streamline processes. By curating impactful content, managing a community of learners, organizing processes for a new business line, and enhancing operational efficiency, I contributed to the organization's ability to deliver value to its clients while positioning it for sustained success.

Challenges

1. Content and Engagement: The organization needed a cohesive content strategy to effectively engage its audience through newsletters, social media, and other digital channels.
2. Community Development: Onboarding and building a thriving learning community that fostered participation and growth was a top priority.
3. Program Development: There was a need for curated experiences to deepen opportunities for growth for the learner community and provide additional value through courses, webinars and enrollment funnels.
4. Operational Growth: Developing a forward-thinking operations plan was critical to improving efficiency and enabling scalability for the organization.

Actions Taken

1. Content Strategy Development:
   
   
• Created and implemented a comprehensive content strategy, ensuring alignment with the organization’s goals and audience needs.
• Delivered high-quality monthly newsletters to keep the community informed, inspired, and engaged.
• Managed social media platforms, leveraging analytics to optimize engagement and reach.
• Led the rebranding and coordination of the marketing process helping the organization produce an updated brand and website for optimize engagement and growth. 
• Wrote, updated and edited content for the new online course for the organization. 

2. Community Management:

• Facilitated the learning and growth of the FutureGood Studio learner community through targeted initiatives and resources.
• Actively engaged with community members to understand their needs and foster a sense of belonging.

3. Curated Experiences:

• Organized the company's enrollment funnel and supported group online gatherings tailored for the benefit of the community’s professional development goals.
• Encouraged participation through personalized outreach, event promotion, and post-event follow-ups.

4. Operational Planning:

• Led the development of a detailed operations plan to improve workflow efficiency and support future growth initiatives.
• Identified key operational challenges and implemented solutions to enhance productivity and resource allocation.

Results Achieved

1. Increased Engagement:
   
   
• The content strategy resulted in a noticeable uptick in newsletter open rates and social media engagement metrics.
• Learners expressed increased satisfaction with the quality and relevance of curated content.

2. Strengthened Community:

• Assisted the organization in creating a more connected and active learner network.
• The organization became recognized as a trusted partner for professional growth and thought leadership.

3. Enhanced Operational Efficiency:

• The operations plan streamlined internal processes, enabling the team to work more effectively and allocate resources toward high-impact activities.
• Established a scalable framework to support the organization’s long-term growth.

4. Business Growth and Visibility:

• A well-implemented engagement strategy supported the organization’s reputation and visibility in the consultancy sector.
• Learner enrollment increased, contributing to revenue growth.

Conclusion
Through strategic content management, community development, curated experiences, and operational improvements, I helped the consultancy organization achieve its dual goals of delivering value to its learners and preparing for sustainable growth. This case study highlights the critical role of management and operational leadership in creating a thriving community and ensuring organizational success in the consultancy space.

If you are ready for solutions to help you create systems and processes that help you grow your business  then schedule a conversation with me.

Case Study:

Driving Diversity and Strategic Alignment in Higher Education

# of Employees - 679

As a consultant for a higher education institution, I collaborated with university stakeholders to develop a comprehensive strategy that aligned their mission and vision with their commitment and focus on diversity, equity, and inclusion (DEI). By leading a university-wide diversity strategic planning initiative, I guided the creation of a strategic plan and actionable steps that integrated diversity into every aspect of the university’s operations. Additionally, I supported process improvement efforts to strengthen the institution’s outreach and internal effectiveness.

Challenges

1. Lack of Unified Diversity Framework: The university sought to develop a cohesive diversity strategy that involved all staff, faculty, and students, but lacked a structured process to achieve this.
2. Stakeholder Engagement: Ensuring buy-in from a diverse group of stakeholders required a thoughtful, inclusive approach to collaboration.
3. Strategic Integration: The institution needed actionable steps to embed diversity into its mission, vision, and day-to-day operations.
4. Marketing and Process Improvement: There was a need to align content strategies, marketing plans, and operational processes with the university’s overall mission and diversity goals.

Actions Taken

• Diversity Strategic Planning Initiative:
  
  
• Designed and facilitated an inclusive process to engage staff, faculty, and students in developing the university’s diversity strategy.
• Conducted listening and departmental feedback sessions, focus groups, and surveys to gather diverse perspectives and ensure all voices were heard.
• Coordinated a task force to synthesize input and draft a strategic plan with actionable DEI initiatives.
• Content and Marketing Strategies:
  
  
• Developed content strategies to communicate the university’s commitment to diversity across its departments and programs.
• Ensured messaging was consistent, engaging, and aligned with the university’s mission and values.

• Process Improvement:
  
  
• Recommended operational changes to integrate diversity into hiring practices, student recruitment, and staff development programs.
• Supported efforts to align the university’s mission and vision with measurable diversity goals.

Results Achieved

• Comprehensive Diversity Strategy:
  
  
• The university adopted a strategic plan that incorporated diversity into every aspect of its operations, from academics and hiring to student life and community engagement.
• Clear action steps were defined, providing a roadmap for sustained progress.

• Enhanced Stakeholder Engagement:
  
  
• Staff, faculty, and students felt empowered and included in the planning process, fostering a sense of ownership and commitment to the plan’s success.

• Institutional Alignment:
  
  
• Operational processes and department development plans were better aligned with the university’s mission and vision, ensuring a unified approach to achieving diversity goals.

Conclusion
This project demonstrated the impact of a collaborative and strategic approach to diversity planning in higher education. By engaging all stakeholders and aligning diversity initiatives with institutional goals, I helped the university create a sustainable framework for DEI integration. The result was a stronger, more inclusive campus culture and a clear path forward to achieve long-term diversity and equity objectives. This case study underscores the importance of strategic leadership in fostering systemic change within higher education institutions.

Testimonial from Matthew Reynolds

Matthew went from idea to $30,000 in the first three months of working with me. He then raised his prices and made more income and impacted more people. He is now operating in his gifts with confidence and making the shifts and changes in the world that he once dreamed about. He generated $60,000 in revenue within their first year of operation and then six figures by his third year of operation. By helping Mathew define his offer, implement key systems and processes, and leading the marketing strategy, I helped achieve his goals and grow his business.

Case Study:

Building an Information Hub to Better Serve Association Members

# of Employees - 10

I consulted an association to develop a member-focused process that enhanced their ability to support their audience effectively. By creating a targeted survey to gather feedback, we identified the members’ most pressing needs and preferences. This data informed the creation of a centralized information hub, designed to streamline access to resources and improve the overall member experience.

Challenges

1. Understanding Member Needs: The association lacked clear insights into what its members valued most and how to tailor offerings to meet those needs.
2. Disconnected Resources: Members expressed concerns around not having a centralized location for accessing important information and resources.
3. Engagement and Retention: Without a clear understanding of members’ priorities, the association struggled to deliver value that would drive engagement and retention.

Actions Taken

• Survey Design and Deployment:
  
  
• Created a comprehensive survey to gather feedback from the association’s members, focusing on their challenges, preferences, and desired services.
• Ensured a high response rate by promoting the survey through email campaigns, social media, and internal communications.  
• Data Analysis: 

• Analyzed survey responses to identify key trends and insights into members' needs and priorities.
• Discovered that members were seeking a centralized platform where they could easily access information, resources, and updates.

• Information Hub Development:
  
  
• Proposed the creation of an information hub, serving as a one-stop resource for members.
• Collaborated with stakeholders to map out the hub’s structure, including sections for key updates, industry resources, event information, and FAQs.

• Implementation Plan:
  
  
• Provided recommendations for implementing the information hub, including content management strategies, user-friendly design elements, and promotion plans to encourage member usage.

Results Achieved

• Enhanced Member Support:
  
  
• The information hub provided members with easy access to the resources they needed, significantly improving their overall experience.

• Informed Offerings:
  
  
• The survey process gave the association clear insights into member priorities, enabling them to align their offerings more closely with audience needs.

• Strengthened Engagement:
  
  
• The hub became a central touchpoint for members, driving higher engagement and positioning the association as a reliable and responsive resource.

• Data-Driven Decision-Making:
  
  
• The survey process established a framework for the association to use member feedback in future decision-making, ensuring their services remained relevant and impactful.

Conclusion
This project demonstrated the power of listening to an audience to create impactful solutions. By gathering feedback through a carefully designed survey, I helped the association identify and address its members’ needs with the creation of a centralized information hub. The result was a more engaged and satisfied membership base and a strengthened foundation for delivering ongoing value. This case study highlights the importance of data-driven strategies in fostering meaningful connections and improving organizational support systems.

STEP TWO SCHEDULE A STRATEGY CALL WITH ME

If you are ready for solutions to help you create systems and processes that help you grow your business  then schedule a conversation with me.