Strategic Planning


For many clients, I have taken unformed ideas and developed the vision, goals, strategy, and tactics.  These programs have resulted in sales of sustainable products, large media attention, and better environmental laws.  I also personally implemented two of these programs—each with annual revenue over $1 million.  Click the logos below or scroll down to learn more.

In collaboration with the iconic jeweler Tiffany & Co., I created the brand, the strategy, and marketing materials for Too Precious to Wear—a program to increase sales of products that celebrate the beauty of coral without harming the ocean.  Our strategy engaged the fashion media and luxury jewelry designers to tell the story that corals are in trouble. On one single day, our press conference held at the Museum of Modern Art in New York City generated over 100 million impressions in global outlets such as Time, Bloomberg, O, WWD, House and Garden, NY Times as seen in our clip book.

Simultaneously we conducted policy activities such as formally requesting the U.S. government to submit a petition for International CITES protection of red coral.  The government responded positively to our proposal.  The European Union, representing 27 votes, and many other countries have since joined the U.S. in support of red coral protection.

I was hired to create Ocean Enterprise—a new program of investment services, analytic consulting, research and development, and training.  Ocean Enterprise helped investors identify ways to make money from better management of commercial fish.  We also helped fishermen understand new management rules and get access to investors that could provide capital to their businesses.  This was important because fishermen were experiencing considerable financial pressure and confusion because of overfishing and new government rules.

I created the program strategy and brought together a team of Wall Street financial experts, business plan writers, fishing businesses, and economists. We established the most comprehensive design manual and largest-ever database of 900 effective global fish management systems.  I hired and managed all staff and kept all activities within spending limits (annual revenue of $1.2 million).

The Institute at the Golden Gate is an Action Tank that develops solutions to environmental problems. I work closely with the Executive Director to develop flagship programs. I created the vision and wrote the proposal for a program to revolutionize delivery and sale of food in the National Park Service. I am also developing a program that will connect the National Park Service with the medical community to increase exercise and recreation activities in National Parks to combat the national obesity problem. Accomplishments include successfully persuading the White House to host a town hall listening session on the subject of health and the outdoors and managing development of program materials delivered to the White House and program partners.

California Council on Science & Technology
CCST
Initially hired to conduct a management assessment of CCST’s Science & Technology Policy Fellowship. Client subsequently requested that I conduct strategic planning (hyperlink to CCST document) for the Fellowship program and for the whole organization.