Strategic Planning: Expertise and Successes


Collaborate with senior management on developing strategic goals and working with the entire organization to successfully implement the vision into reality.

Ability to infuse strategy creation with 28 years of management experience and knowledge of industry best practices.

Proficient in facilitating “whole system” strength based strategic planning sessions.

Certificate in Appreciative Inquiry from the Weatherhead School of Management, Case Western Reserve University.


Harry and David
Performed due-diligence and evaluation of the strategic 5-year plan to secure bondholder approval for additional investment during the Chapter 11 bankruptcy process.

Rodale, Inc. 
Facilitated strategy sessions to expand the publishing expertise into retail and e-commerce channels.

Sur La Table
Facilitated long-range strategic planning process for the senior management team and key departmental managers. Quantified deliverables and internal investments for inclusion in the annual budget process.

Evaluated processes and recommended improved strategies for inventory planning, merchandise analysis and order fulfillment for the direct channels.

Black Diamond
Facilitated long-range strategic planning process for the senior management team. Expanded process to include the entire corporate organization and foreign employees in second annual session.

Developed the inventory planning and fulfillment operations strategy for the successful launch the Anthropologie catalog channel.

Pennsylvania Horticultural Society
Recommended an improved structure for the senior management team and organization design to leverage cross-functional expertise and align channels.

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