Services

  • Consulting

  • Training/Workshops

  • Coaching/Mentoring

  • Interim Management Assignments

  • Pro Bono Activities

  • Employee Engagement/Teambuilding

Consulting

Assists Municipalities and Special Districts with core responsibilities and special projects including:

  • Operational and Process Improvement

  • Project Management

  • Policy Development

  • Strategic Planning

  • Negotiations

  • Financial planning, Long-term Budget Forecasting

  • Implementation of Enterprise-wide Technology

  • Organizational Development

  • Coaching and Training

  • Community Outreach and Facilitation

Training/ Workshops

Provides professional development workshops, management retreats, and training customized to meet your organizational needs. Experienced in planning and facilitating management retreats (on or off-site) for up to two days including goal setting, organizational challenges, teambuilding, employee engagement, recruitment and retention, and other current topics. Past instructor for CalCPA Society, Atwood Educational Corporation, the cities of San Leandro and Cupertino and the Dublin San Ramon Services District. Graduate of the Continuing Education for Public Officials (CEPO) Train-the-Trainer Program.

Training programs include the following:

  • Public Speaking Tips and Tricks

  • Successful Board/Council Presentations

  • Using the Art of Storytelling in your Presentations

  • You Got the Interview! Let’s Get Ready!

  • Employee Engagement – How to Make It Fun, Creative and Inexpensive

  • Budgeting 101

  • Water/Wastewater Accounting 101

  • Why Mentoring is Like Harvesting Poppy Seeds

  • Putting the Fun Back in Finance

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Coaching and Mentoring

Coaches supervisors, managers, and senior executives to successfully transition to their new roles in the organization. Key subject areas include listening skills, management by walking around, approachability, effective communication, supervisory skills, delegation, presentations, report writing, email tips and tricks and prioritization of workload.

Interim Management Assignments

Available for short-term (less than six months) senior management assignments for municipalities and special districts.

Pro Bono Activities

Coach for Alameda County and Santa Clara County Leadership Academies, CSMFO and MMANC

Trainer for Santa Clara County Leadership Academy

Panelist for hiring Interviews– various agencies