What I do,
and how I do it.
I work across a range of engagements — from short-term advisory to multi-month projects — always with a focus on practical, durable outcomes.
The right fit matters.
EdTech Companies
Vendors entering or expanding in the education market — from early-stage startups to established platforms seeking new segments.
Training Providers
Organizations delivering workforce, compliance, or professional development training who need to scale without losing quality or compliance standing.
Educational Institutions
Colleges, universities, and K–12 organizations navigating technology adoption, LMS strategy, or operational transformation.
Mission-Driven Organizations
Nonprofits and government agencies with complex training mandates and limited internal capacity to architect and manage them.
Not sure if you fit? Reach out anyway. I'm happy to have an honest conversation.
Consulting services
Whether you're a technology company entering the education market or an institution evaluating EdTech investments, I help you ask the right questions before committing resources.
This includes product-market fit analysis, curriculum alignment, competitive landscape assessment, and recommendations that account for the realities of how educational institutions make purchasing and implementation decisions.
Organizations often have the right people and the right intentions but struggle to translate those assets into consistent execution. I help teams clarify accountabilities, streamline decision-making, and build the internal systems that allow strategy to become action.
Engagements in this area typically involve facilitated workshops, stakeholder interviews, process mapping, and the development of practical governance frameworks.
Sometimes a leader just needs a trusted outside perspective — someone who will ask hard questions, challenge assumptions, and help think through decisions that don't fit neatly into a framework.
Advisory relationships are typically ongoing, lightweight engagements — a regular standing call, availability for ad-hoc conversations, and occasional deeper dives when something important is on the table.
Designing a program is only valuable if you can demonstrate that it's working. I help organizations build learning programs — from professional development to customer training to academic curricula — with evaluation built in from the start.
This means working backward from desired outcomes, identifying the right metrics, and designing experiences that are as measurable as they are engaging.
Engagement models
Hourly
For focused questions, quick reviews, or short-term needs where you don't need a full project engagement. Good for getting unstuck fast.
Project-Based
A defined scope, clear deliverables, and a set timeline. Best for specific challenges with a clear start and end. Typically starting in the low thousands.
Facilitation
A focused workshop or series of sessions to help your team work through a specific challenge or decision. Scoped and priced per engagement.
Ongoing Advisory
Regular touchpoints and on-demand access over time. Best for leaders who want a consistent thought partner. Structured as a monthly arrangement.
If budget is a concern, say so — I'd rather have an honest conversation early than waste either of our time.
Tools I trust.
Part of knowing this space is knowing which tools are worth your time — and which ones aren't. Over the years I've worked with or evaluated most of the major platforms and a number of emerging ones. A few have earned a permanent place in how I work with clients.
I currently have referral relationships with two SaaS platforms I recommend with confidence: one built for organizations that need a managed, Moodle-based LMS without the overhead of running their own infrastructure; and one that solves a problem most LMS administrators don't know they have until it's too late — compliance-grade archiving and audit documentation for learning data.
I don't lead with tools. But when a tool is the right answer, I know which ones to trust and how to get you started on the right foot.
If either of those descriptions sounds like something you've been trying to solve, get in touch.
Not sure which fits?