Case Studies
Real examples of how our work supports clarity, alignment, and meaningful progress across organizations.
What Guides Our Work
Each project we take on is rooted in partnership. Our role is to listen, understand the challenge, and design the structure, systems, and experiences that create clarity and connection across teams.
Every engagement is an opportunity to bring clarity, strengthen alignment, and move strategy into action. We partner closely with leaders and teams to design solutions that balance operational excellence with human connection, creating progress that lasts beyond the project itself.
The following case studies illustrate how this approach comes to life, through fractional operations leadership, strategic project management, and meeting design that turn complex goals into measurable impact.
July 2025 - Present
Jackson Wild
Overview
Leading surge operational support for the upcoming multi-day Jackson Wild Summit, a 400-person global convening in Jackson Hole, WY.
KEY CONTRIBUTIONS
- Driving venue and vendor coordination, event logistics, and progress monitoring to surface gaps and keep preparations on track.
- Conducting a post-Summit operational audit to clarify roles and workflows.
- Developing delegation and engagement strategies to strengthen organizational capacity and sustainability.
Overview
Building Scalable Infrastructure for a High-Growth Finance Partner
Key contributions
- Driving business infrastructure and operations development by streamlining processes, aligning technical and product strategies, and creating dynamic resources.
- Leading recruitment and fostering vibrant community engagement.
- Expanding business development efforts in the U.S. and U.K.
- Spearheaded marketing and branding: name, brand strategy, investor decks, and website.
February 2022 - June 2023
Pulse Fund
Overview
Driving Strategic Operations and Investor Engagement for a Climate-Focused Fund
KEY CONTRIBUTIONS
- Acted as a strategic partner to the Founder, representing them with investors and partners.
- Led recruitment, hiring systems, and project development.
- Created investment decks and data rooms.
- Drove strategic partnerships, including a Space Act Agreement with NASA.
- Planned and executed investor events and pitch meetings.
Overview
Designing High-Impact Leadership Convenings for a $12B Campaign
Key contributions
- Supported a $12B global fundraising campaign by leading the design, facilitation, and execution of strategic meetings for senior fundraisers and organizational leaders.
- Served as lead planner for a 180+ person leadership conference in 2025.
- Developed multi-day agendas and facilitated cross-functional coordination.
- Designed and facilitated a lead-up retreat for 45 senior fundraisers.
- Managed end-to-end logistics, budget, communications, and onsite delivery.
Jan 2023 – Feb 2024 | June 2025 – Oct 2025
Earth Genome
Overview
Redesigning Systems, Structure, and People Operations for Organizational Resilience
KEY CONTRIBUTIONS
- Led operations across Finance, HR, partnerships, and technology.
- Oversaw financial restructuring to improve cash flow and decision-making.
- Directed culture initiatives, 2022 audit, and unlimited vacation policy.
- Redesigned recruitment and onboarding for better role clarity.
- Refined leadership structure, performance processes, and management philosophy.
March - April 2024
Nonstop Enterprises
Overview
Bringing Operational Clarity and Momentum to a Creative Consultancy
KEY CONTRIBUTIONS
- Built the full project-management backbone, including deliverable tracking, weekly task systems, and brand activity logs.
- Created shared-drive organization, implemented communication workflows, and trained team members.
- Managed proposals, comps research, CMO list development, and prep for leadership meetings with Rockefeller Center executives.
- Provided ongoing project management across strategy, creative coordination, and partner outreach.
- Supported the Founder in operationalizing a new strategic partnership with Rockefeller Center, bringing structure and project leadership to a fast-moving set of priorities.
April 2022 - July 2022
Fora Travel
Overview
Creating a Cohort-Based Training Model for a Fast-Growing Travel Startup
KEY CONTRIBUTIONS
- Developed the first prototype of a cohort-based training
- Development program for new travel advisors
- Executed the project over a focused 4-month timeline.
The Nature Conservancy: 2026 Conservation Convening
Overview
Designed and Coordinated Facilitation for a High-Impact Convening for The Nature Conservancy’s North America Region’s 2026 Conservation Convening ("ConsCon").
KEY CONTRIBUTIONS
- Brought together conservation leaders for connection, collaboration, and to address strategic conservation challenges.
- Provided targeted program design and coordination of the overall convening agenda, integrated programming with logistics, and provided advisory input on breakout sessions for a 3-day leadership convening.
- Prepared facilitators and provided on-site facilitation and coordination support during the three-day convening.
- Developed multi-day interactive sessions, learning labs, and facilitated cross-functional coordination.
- Designed Leadership for the Human Rights & Equity session, Integrated Policy Agenda session, and opening/closing sessions.