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Case Studies & Compliments

 

Case Studies and Compliments

Here are a few examples of how I’ve helped organizations achieve their objectives... while maintaining cohesion and order. For client references and more details about my experience and capabilities, please contact me.

Rescuing an Election

An association told me they did not need help with their election process; it was all handled by a voting machine. The night before the elections, we had a rehearsal — and the machine didn't work. The association didn't have an alternate plan. By 8:00 the next morning I had provided them with an election process, trained the tellers, and was set to work with them as they counted the ballots. They've never gone back to the machine.

Clarifying Choices

An association wanted to give its members the opportunity to vote for a name change. Because there were several choices and possibilities, I scripted text for the president to use, and created PowerPoint slides to make it easier for the members to stay on track. The process went smoothly, with no confusion or lost time.

Dotting the “i’s” and Crossing the “t’s”

A board of directors decided to make several changes to their bylaws. I drafted the language and helped them through the adoption process. Following the meeting, I drafted the approved changes to the subordinate policy documents. The board kept moving forward, and the document work was accurately completed without taking staff or board time.

Client Comments

“I want to thank you for all of the work you have done for us and all of the great ideas that you have helped us to implement. Our policy sessions and elections seem to go better each year.”

“We have received many compliments about the manner in which this year's business session was conducted and the format in which the issues were presented and addressed. These many compliments and comments reflect the professional work, experience, and exceptional detail that you put forth in helping us to plan and carry out our business meeting process.”

“Your assistance with our bylaws revision was quite valuable. I'm sure one reason why we got a positive vote in Los Angeles was because we had things 'in order' — which helped a lot!”

“Your guidance prepared us for the council meeting and played an important part in the end result — unanimous approval of the amended bylaws revision.”

“Thank you for helping to keep the discussion open, flowing, and fair.”


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