I specialize in working with small internal teams and independent organizations building for consumers and community.

My clients often include nonprofit organizations, neighborhood businesses, consumer startups, creative enterprises, and service-based organizations with hands-on leadership and lean operating teams.

Not all, but many of these organizations are working with limited resources, developing entry-level talent without consistent access to senior management, navigating high staff turnover or short-term retention, and balancing ambitious goals with limited internal capacity. They need practical strategies for making better decisions and getting more out of the people and resources they already have.

I work most directly with founders, owners, executive directors, CEOs, and senior team leaders who have the authority to make strategic decisions and lead implementation.

Your retreat can focus on a specific organizational challenge or a broader set of strategic priorities.

Common areas of focus include

• team collaboration workflows

• internal communication + review systems

• creative project management + resource allocation

• audience development + marketing strategy

We'll identify the most relevant priorities during your pre-retreat consultation and build the agenda accordingly.

The best fit depends on what your team needs to accomplish.

The Focus Retreat is ideal for teams looking to work through a specific challenge, operational issue, or strategic priority.

The Horizon Retreat is designed for organizations seeking broader visioning, strategic priority setting, or support navigating significant decisions and transitions.

The Alignment Sprint is a virtual experience designed for remote teams, startup leaders, and independent business owners looking to strengthen collaboration and translate their vision into shared priorities and operating systems.

We'll discuss your goals during the inquiry process to determine the most appropriate format.

I'm based in Seattle, Washington, and primarily facilitate in-person retreats throughout the Greater Seattle Area and Pacific Northwest.

On-site engagements within the Greater Seattle Area are subject to a standard local travel fee, with additional charges potentially applying for longer distances.

I'm also available for domestic travel throughout the United States. Retreats outside the Greater Seattle Area require additional travel arrangements, including transportation and accommodations. Custom pricing may apply based on location and travel requirements.

Need a retreat space? Clients who don't have a designated location can request to host their retreat at my co-working office in downtown Seattle for an additional conference room fee. Simply indicate your interest in your inquiry form, and we can discuss availability and rates when we follow up.

Next Season Strategy Retreats are designed for intimate, collaborative planning experiences and are ideal for teams of up to 8 participants. This allows everyone to contribute meaningfully to discussions, exercises, and strategic decision-making.

If your team has more than 8 members, I'm happy to discuss your organizational structure, planning goals, and team dynamics during an initial consultation to determine whether my facilitation approach is a good fit for your group.

Following your retreat, you'll receive a customized, multi-page PDF report documenting the outcomes of our strategic planning work.

Your report will summarize the exercises and discussions completed during the retreat, highlight key findings and decisions, and provide expert-informed recommendations for moving forward.

Depending on your organization's needs and the scope of your engagement, recommendations may address strategic priorities, internal systems, team roles and responsibilities, resource allocation, suggested budgets, and opportunities to strengthen your existing operations.

You'll also receive a practical 90-day roadmap outlining recommended next steps, priorities, and milestones.

The goal is to give your team a clear, useful reference for making decisions and taking action—not another strategic document that sits untouched.

Your leadership team will complete a pre-retreat intake questionnaire and participate in an initial planning consultation. I may also request existing materials, such as strategic plans, organizational charts, marketing documents, or relevant operating information.

I'll handle agenda development, exercise design, facilitation, and strategic documentation so your team can focus on participating meaningfully in the process.

Not at all. Some organizations use these experiences to establish their first formal strategic priorities, while others are looking to revisit an existing plan, solve emerging challenges, or prepare for a new phase of growth.

We'll build from wherever your organization is today.

All strategy retreat and sprint packages require a 25% deposit to secure your engagement and reserve your scheduled date(s).

The remaining balance is paid in two installments:

• Second payment: 50% of the remaining balance is due by the date of your live facilitated retreat or first virtual session.

• Final payment: The outstanding balance is due by the date of your Strategic Plan Presentation and Momentum Session.

A signed service agreement and initial deposit are required to confirm your booking.

Absolutely. I encourage organizations to approach strategic planning as a recurring leadership practice rather than a one-time event.

I recommend quarterly strategic planning for organizations experiencing ongoing growth, change, or evolving priorities.

A 90-day planning cycle creates regular opportunities to assess progress, make adjustments, and keep your team aligned without becoming overly attached to plans that may no longer reflect your circumstances.

Some organizations may benefit from an initial Horizon Retreat followed by shorter quarterly Focus Retreats. Others may prefer a consistent virtual planning format.

We'll identify the cadence that makes the most sense for your organization.

Every retreat package includes a Strategic Plan Presentation and Momentum Session, followed by one Post-Retreat Accountability Sync.

The final consultation can be scheduled within 30 days of your Momentum Session and provides an opportunity to discuss progress, address challenges, and receive additional guidance as your team begins implementing its plan.

This check-in concludes our retreat engagement. Ongoing project management, operational execution, and direct team supervision are not included.

For organizations interested in continued support between retreats, I also offer Marketing Team Coaching, a separate service designed to strengthen your team's strategic thinking, communication, and execution capabilities.