Principal Consulting

Bring executive-level insight to your instructional design, workflow refinement, and Smartsheet implementation.
Strategic alignment and change management
High-level process optimization
Executive stakeholder engagement

When assessing a business, we start by capturing a clear context snapshot, understanding their strategic goals, stakeholder dynamics, and current ecosystem of tools and processes. From there, we perform a friction and opportunity scan to identify workflow inefficiencies, automation gaps, and pain points that are impacting speed or scale. We then conduct a capability mapping, evaluating internal talent, technology usage, and overall readiness for change. Using this insight, I align with leadership on strategic priorities, balancing quick wins with high-impact initiatives based on business value, feasibility, and speed to implementation. Our approach culminates in a phased consulting roadmap that includes opportunity briefs, one-pagers to align stakeholders, and blueprints for implementation. At every step, we anchor conversations with real-world impact questions that surface hidden challenges and unlock transformation potential.