Case Study #1: Alpha Kappa Alpha’s Lehigh Valley Chapter
The Challenge:
The Pearls of Steel Interest Group, an official group of Alpha Kappa Alpha Sorority, Inc. (AKA), sought to establish a new chapter in the Greater Lehigh Valley, Pennsylvania. They needed strategic planning to assess community needs, membership interest, and identify service opportunities aligned with AKA’s mission.
Our Solution:
I facilitated a strategic planning process by:
• Conducting a community needs assessment.
• Leading a leadership workshop to draft a local mission and conduct a SWOT analysis.
• Distributing surveys to gather member insights on service areas and partnerships.
• Developing seven strategic options based on findings.
The Result:
Within a few months, the nonprofit saw a 30% increase in volunteerism and improved long-term engagement with their mission.
Case Study #2: How We Helped a Senior Executive Reclaim Time
The Challenge:
A senior executive, overwhelmed by meetings and unable to focus on innovation, sought help to delegate responsibilities and regain time for strategic thinking.
Our Solution:
As his fractional Chief of Staff, I:
• Audited governance meetings to reduce unnecessary involvement.
• Developed a delegation plan to empower his direct reports.
• Set up feedback loops and an automated information-sharing system for streamlined decision-making.
The Result:
• Reclaimed two hours per week for strategic planning.
• Empowered the team, improving decision-making and autonomy.
• The leader shifted focus from day-to-day management to innovation and long-term goals.
Case Study #3: Sales Forecasting Boosted Supply Efficiency
The Challenge:
A global supply chain organization needed to improve alignment between sales forecasting and supply planning to address inefficiencies, inaccurate projections, and communication breakdowns during new product launches and volatile end-of-life product management.
Our Solution:
As fractional Chief of Staff, I:
• Facilitated cross-functional workshops to map current processes, identify pain points, and design a more efficient workflow.
• Developed a launch playbook to clarify roles and timelines for product launches.
• Improved meeting transparency, optimized team collaboration, and created a governance framework for escalating supply-demand mismatches.
• Secured a $1M ERP upgrade to automate key processes.
The Result:
• Implemented 60+ actionable items with clear ownership and timelines.
• Approved a $1M ERP upgrade, reducing errors and improving efficiency.
• Enhanced cross-team communication and reduced time wasted in unnecessary meetings.
• The launch playbook and governance framework increased leadership visibility and decision-making power for new products and asset acquisitions.