Advisory Services

Organizations are growing fast. They deserve strategy that keeps pace.

I work with leaders and organizations on strategic planning, business strategy, organizational development, and technology and AI strategy. The goal is always the same: build something that lasts, that serves the people it was created for, and that doesn’t lose its soul along the way.

What we work on

Strategic Planning

Setting direction is only useful if the organization can actually follow through. I help leadership teams develop plans that account for the real dynamics at play: the politics, the culture, the capacity. Not a binder that sits on a shelf. A plan that moves.

Business Strategy

Growth brings complexity. New revenue models, shifting policy landscapes, emerging competitors. I help organizations think clearly about where they fit, what to pursue, and what to let go of.

Organizational Development

Culture, leadership, structure. The internal architecture that determines whether a strategy succeeds or stalls. As I wrote in On Creating Change That Endures, most transformations do not fail for lack of vision. They fail because we stumble on what we cannot see.

Technology & AI Strategy

Most organizations know they need to do something with AI. Few have a clear picture of what, or why. I help leaders cut through the noise, identify where technology can genuinely serve their mission, and build a strategy that accounts for the people who will need to adopt it. Technology only works when the humans around it do.

Who This Is For

Foundations and nonprofits navigating growth or transition. Organizations scaling beyond their founder. Leaders building new capacity, capability, or technology infrastructure. Boards and executive teams who know that the gap between strategy and execution is almost always a people problem.

My Background

I served as President and CEO of the Alberta Mental Health Foundation and the Glenrose Hospital Foundation, where I led technology and innovation strategy alongside organizational growth. I have spent my career at the intersection of leadership, psychology, performance, and technology. I understand what it takes to lead within complex organizations because I have done it, raised capital for it, built the technology roadmaps, and worked alongside the people who carry it forward every day.

How It Works

Every engagement starts with listening. I spend time understanding the organization, its people, its history, and the specific challenge on the table. From there, we work together on what matters most. Sometimes that is a strategic plan. Sometimes it is a leadership development process. Sometimes it is an honest conversation about what needs to change and why it has not yet. The format follows the need.