Change doesn't wait until you have a plan for it.

Maybe it's already moving through your organization and something about it feels off. Maybe it's still on the horizon, a new system, a restructure, a growth threshold, a leadership transition, and you want to understand it before it arrives. Either way, the instinct to slow down and look closely is the right one. Most leaders skip that part.

What change management is, in my practice

Change management often gets reduced to communications and training: announce the change, run the sessions, check the box. Those are tools, and I use them. But treating them as the whole job is how change becomes something done to people instead of with them.

Here's what I've come to understand after 25 years inside organizations while change rolled through them: change is constant. It doesn't arrive as a project and leave when the project closes. The solutions you design and the changes that carry them are interwoven, and at the heart of both are the people who make everything happen. Manage the change and you're managing the people and the systems they work within. There's no version of this work where those separate.

And in the organizations I choose to work with, the purpose underneath it all is usually the same: making lives better, fuller, more deeply connected. The new system or the new structure is the occasion. That's the work.

How I work

I'm a PROSCI Certified Change Practitioner and I ground my practice in Kotter's work, including his more recent research on change in complexity. My approach also draws on newer thinking about people-centered and adaptive change, and on practices of embodiment and deep listening that don't fit neatly into any framework. I won't lecture you on theory. The frameworks are scaffolding, and what we build inside them is specific to your organization.

What I will do is listen first, trace what the change is really connected to (a new tool is also a workflow change, which is also a change in who talks to whom), and build the strategy with you rather than hand you one. People weren't resisting in most of the failed changes I've witnessed. They were responding sensibly to a change nobody had taken the time to understand before launching it.

Where we start

With a conversation. You tell me what's shifting, I listen for where the friction lives, and together we figure out the right way to deepen the picture. There's no fixed sequence. Different changes call for different doors in:

The Bay Architecture Assessment

A structured diagnostic that surfaces where your organization stands across six domains and what it can carry right now.

Leadership coaching

Working directly with the leader carrying the change, often built around CliftonStrengths, so you lead it as yourself.

A team session

Getting the people closest to the change in a room to surface how it's really landing, what they're seeing that leadership isn't, and what they need.

Any of these can stand alone. Often they weave together as the work reveals what's really going on.

For the long game: retained advisory

Some changes don't resolve in a workshop or a three-month engagement. A strategic shift rolling out over two or three quarters. A leadership team forming and finding its feet through its first year. A transition that needs someone holding the whole picture while the day-to-day keeps moving.

Retained advisory is a six-to-twelve-month partnership: a regular rhythm of working sessions with the leadership team, coaching for key leaders, and periodic check-ins with the broader organization. The scope is built around what you're navigating, not a fixed package. It works best when you want a consistent perspective from someone who knows your organization well enough to push back when it matters, not just agree with the room.

There's also a lighter way to work together, one that isn't tied to a single change at all. Board and strategic advisory is standing counsel: usually a conversation every month or two, on a retainer, where I hold the strategic picture alongside you and we look at what's coming before it arrives. No embedded engagement, no line in the day-to-day, just a seasoned outside read on the big moves, available as conditions shift.

Two ways I advise, then: inside a change, as an embedded retained partner who carries it from start to finish, or above it, as a standing advisor for leaders who want board-level counsel a few times a year. Both run on a retainer scoped to the rhythm. Which one fits depends on whether you're moving through a specific change now, or want a steady hand on the strategy over the long run.

Scoped to engagement. The starting point is the same as everything else here: a conversation.

Sound familiar?

Trust that feeling. It usually means the change is touching something it wasn't designed to touch: a workflow, a relationship, an unwritten agreement that kept things running. The work starts with tracing what's really happening: what people understood the change to mean, where it's colliding with how work really gets done, and what the friction is trying to tell you. Mid-course corrections are normal. The changes that fail are the ones where nobody stopped to look.
This is the best possible moment to start, and most leaders miss it. Before anything is announced, there's room to understand what the change is connected to, test your organization's readiness, and prepare the leaders who'll carry it. Everything is cheaper and more honest at this stage. If the change is six months out, the conversation isn't early. It's on time.
Change fatigue is real, and pretending the last initiative didn't happen will sink this one. The history has to be named before anything new can land. People will read the next announcement through the last experience. I'd start with an honest look at what your organization can really carry right now, then build a plan that respects it. Sometimes that means a smaller first move than you'd intended. A change that lands beats a change that launches.

We're a good fit when…

Investment: Scoped to the change you're facing. The work often begins with the Bay Architecture Assessment, CliftonStrengths coaching, or a team session. Pricing for each lives on its own page. Full change engagements are designed around your timeline and organization.
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Frequently Asked Questions

It's often equated with communications and training, and those matter. But the heart of it is understanding that change is constant, and that the solutions you design and the people who carry them move together. In practice, change management is people and systems work: paying attention to how a change is really landing, what it's connected to, and what people need to come through it whole. Done well, it makes working life better: fuller, clearer, more connected. And that's the point.
No, and small organizations may need it more, because they have less slack to absorb a change that goes sideways. The discipline scales. A small organization doesn't need the documentation apparatus of an enterprise program. It needs the same fundamentals: a clear and honest case for change, prepared leaders, supported managers, real attention to capacity, all applied at the right size. That sizing is most of the craft.
Project management delivers the change itself: the system, the new structure, the milestones. Change management is about whether people can really work the new way, and whether the organization is better for it. A change needs both, running alongside each other. I hold a Master's in Project Management, so I speak both languages, and a fair amount of my value is translating between them.
Then you've just saved yourself the cost of a change that wasn't going to take, which is usually far more than the cost of finding out. "Not yet" comes with specifics: what to address first, in what order, and how to know when you're ready. Some clients do that foundational work with me. Some take the roadmap and run with it themselves. Either way, you proceed with your eyes open.
Change runs through people, and people lead change from how they're wired. When I'm preparing leaders and managers to carry a change, CliftonStrengths gives each one a concrete picture of their natural approach: who will lead through relationships, who through structure, who through momentum. That way they can lead the change as themselves rather than from a script.
A retained change engagement is embedded and time-bound, I'm in the day-to-day, carrying a specific transition from start to finish over a defined stretch. Board and strategic advisory is standing and lighter: a continuing relationship that isn't tied to one change, usually a conversation every month or two, for leaders who want seasoned counsel available as conditions shift. Same instinct, different altitude: inside the change, or above it.
Yes. I am available for a small number of advisory relationships at a time, formal advisory-board seats, or as standing counsel to a leader, on a retainer scoped to the cadence. I'm especially drawn to mission-driven and outdoor-sector organizations.

Whether the change is already moving or still taking shape, the best way to start is a conversation.

Thirty minutes. You tell me what's shifting and where you are in it. I'll tell you honestly what I see, including whether you need me at all.

Let's Talk