Organizational Development Consultant

Back by popular demand: How and when to use Transformation Maps

January 31, 2018

“My leadership team and I have a pretty clear idea of where we want to be in the next 5 years, but don’t know exactly how to get there. There are so many issues and improvements to address. It’s hard to get our heads around them. What suggestions do you have?”

What is a Transformation Map?

A Transformation Map is a one page visual depiction of the plan for implementing a strategy or goal. It describes the major results, actions and milestones required to achieve your strategic goal, along with the expected timing of each of them. It Continue reading

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Back by popular demand: The What, When and How of Project Charters

January 12, 2018

“I’ve been asked to lead a change project within my company, but I’m not really sure what is expected. What should I do?”

What is a Project Charter?

A Project Charter is a one page document that describes the new project’s:

  • Objectives
  • Measures and targets – both financial and non-financial
  • Deliverables
  • Assumptions re: support requirements, risks, inter-dependencies, etc.
  • The Project Sponsor (the leader ultimately accountable for the project’s success) the Project Manager (the person who leads the project on a day-to-day basis), and Team Members (people assigned to the project either full or part time), and the time required for Continue reading
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Managing the Change that Nobody Wants

October 6, 2016

I’m an organizational development consultant and I specialize in partnering with business leaders to achieve transformational change. I’ve lead dozens of large scale change projects, most of them moving individuals, teams and organizations to a stronger and better place. I think of change as a positive thing and managing transformational change is my life’s calling.

But not all change is wanted and not all change has a happy ending. My dear husband has Parkinson’s disease and Lewy-body dementia. Its taken over our lives. We fight a battle every day that we will not win. Richard’s ending won’t be fast and Continue reading

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12 ways my dear husband’s dementia has taught me to be a better consultant

June 21, 2015

I am an organizational development consultant specializing in transformational change. I’m also the wife of my dear Richard. We’ve been happily married for almost 24 years and are deeply in love. But our relationship is a non-traditional one because Richard has Parkinson’s disease and Lewy-Body dementia. In January, he moved into a memory care facility. He’s 63 and I’m 57.

Richard was diagnosed with Parkinson’s in 2010, but we’re sure he had the disease long before the diagnosis. We were somewhat prepared to take on the physical challenges of Parkinson’s but utterly ill-equipped to deal with the accompanying dementia. Richard’s Continue reading

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An award winning case study for implementing transformational change

May 29, 2015

MCA (Management Consultancies Association) based in the UK annually recognizes consultancies for outstanding work.  I am proud that the project Nigel Waterson and I led with Imtech and Curzon & Company was honored with the Highly Commended award for Change Management in the Private Sector.  Below is the case study.

Shaping Imtech for UK Growth

Executive Summary

This project started with a loose affiliation of regional legacy companies and ended with a single £600M category-leading UK Engineering Services group with 3800 staff. Described here is Imtech UK’s journey to this position, and the role Curzon played in helping Continue reading

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The Positive Approach to Transformation

May 7, 2015

Those of us who consult with organizations going through large scale transformation can sometimes forget how unsettling change can be to the individuals involved.  Below is an article written by Tamara Lechner providing practical advise on managing personal transformation.  When coaching your clients (or yourself) through change, you may want to reference her advise for insights and perspective.


The Positive Approach to Transformation

Whether you want to eat a healthier diet, exercise regularly, or embark on a new way of parenting, the biggest barrier to change is you. You can make the task as easy as pie, Continue reading
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U.S. Soldiers, Back in Iraq, Find Security Forces in Disrepair: a Lesson in Sustainability

April 15, 2015

“When I left in 2009,” Major Modlin said, “they had it, they really did. I don’t know what happened after that.”

The New York Times reported today that US soldiers are finding that the Security Forces that they trained are not doing as well as expected.

Back for the first time since the United States left in 2011, none of the soldiers thought they would be here again, let alone return to find the Iraqi Army they had once trained in such disrepair.

Colonel Schwemmer said he was stunned at the state in which he found the Iraqi soldiers Continue reading

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Managing stakeholders when the stakes are high

April 8, 2015

In this blog I share insights from Clive Mallard of The Independents’ Consultant, who articulates sound advice for consultants or project leaders managing a project involving significant change.


Let me start with a definition. When I refer to business stakeholders I mean, individuals or teams within the business who will either be impacted by a change being proposed or who will have an influence on the decisions that will be required.

Using a client example, here’s what we did.

1.) Developed a comprehensive stakeholder map.

Firstly I worked with the project leads to identify who Continue reading

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Four Techniques to Evaluate Meeting Effectiveness: #4 Written Questions

March 29, 2015

“In addition to meeting together, sometimes our group meets by phone or across locations and even via E-mail. Is there a meeting evaluation technique that I can use both inside and outside a face-to-face meeting?”

#4 Written Questions

What are Written Questions?

the Written Questions technique gathers written feedback on your meeting’s effectiveness from each individual in the meeting. The technique requires each participant to complete a meeting evaluation questionnaire that has been prepared in advance.

Written Questions, like the other meeting evaluation techniques described in this blog, does more than simply analyze and measure the effectiveness of your meetings. Continue reading

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Fifteen Techniques for Implementing Decisions: #15 Sustainability Analysis

February 22, 2015

“It seems that every time we implement a change, within a few months, people are back to their old ways of working. What can we do to make change stick?”

#15: Sustainability Analysis

What is Sustainability Analysis?

Many changes do not ‘stick’ because no one has taken the time to identify and address the issues that will support or sabotage the change over the long term. Sustainability Analysis is designed to identify and address issues critical to making the change stick.

Examples of issues that can impact sustainability include:

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