Led distributed budgeting and planning process for 16 departments totaling $15M through two major restructurings, including deep organizational education about strategic resource allocation and management
Designed and implemented pricing approach and tools aligned with strategic shift in service offerings from an adult education program to a client service consultancy, allowing organization to effectively scope future engagements with sustainable revenue
Modeled long-term projections...

? Planned facilitation and led leadership team through comprehensive three-year strategic planning process for district-led schools, including monthly strategy sessions and semi-annual retreats to address major strategic decisions
? Developed strategic budgeting of $20M+ budget and staffing process to align job descriptions, spending, and fundraising activity with aggressive academic goals, while planning for future transition of schools to independent CMO organization

? Select project experience includes:
• Five-year growth and acquisition strategy for a large educational technology provider, expanding into the K-12 market
• Strategic planning process design for a global foundation, including facilitating executive workshop sessions and benchmarking strategic planning through executive interviews at Fortune 100 firms, large foundations, and major grantees
• Growth and acquisition strategy of a large government contractor entering a new space....