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WePlanWell Certified Consultants
WePlanWell leverages technology to take the development and implementation of strategic plans to a new level. It adds depth and value to the planning process and empowers users to transform their planning into organizational performance. It's a new idea, and like any new idea it demands forward-looking, innovative people to drive its adoption. WePlanWell is pleased to introduce the members of our founding community of strategic planning consultants:
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United States
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Tammi Wallace, EnFocus Strategies, Houston, TX
enfocusstrategies.com
Tammi is the Principal at EnFocus Strategies. She launched EnFocus Strategies to utilize her talents and varied experience to assist diverse groups of organizations with strategic counsel and high-quality consulting services. Tammi’s career experience includes education management, financial services, nonprofit management, political campaigns, public policy, and management consulting. Tammi’s background and areas of expertise include advocacy and governmental relations, campaign management, community engagement, grassroots organizing, growth planning and strategy, operations, leadership/management, marketing and public relations, due diligence, partnership development, project management, and strategic planning.
Her specialties include:
- Strategic Counsel, Planning, and Implementation
- Community Development & Engagement
- Partnership and Coalition Development
- Project Planning and Management
- Mergers and Acquisitions
- Operations and Internal Assessments
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Dan Charobee, eXLint, Inc., Orange County, CA
exlint.net
Dan offers business, government and nonprofit organizations expertise in strategic planning, marketing and financial development, as well as skilled guidance in capacity building, executive leadership, transition and turn-around programs.
His specialties include:
- Strategic Planning
- Market Analysis
- Digital & Print Publishing
- Financial Management
- Revenue Development
- Team Management
- Professional Presentations
- Event Management
- Speaking Professional
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Gerry Vazquez, gvconsulting, New York
Gerry Vazquez
gvconsulting is a New York-based consultancy founded by Gerry Vazquez, a nonprofit expert and strategist. Gerry has conducted strategic and business planning for 25 leading nonprofits, fostered strategic partnerships with leading philanthropic organizations, and helped clients develop and expand national corporate-school partnerships. His firm specializes in providing strategic planning, advice and support to innovative organizations in the education, youth, cultural, civic and community enterprise sectors. Of special interest are campaigns and initiatives to eliminate the opportunity gap for disadvantaged children, create jobs, and engage and empower community members.
Consulting services include:
- Strategic planning
- Partnership formation
- Venture planning
- Program development
- Grant writing
- Outreach
- Social media strategies
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Rodrigo Herrera, Herrera Talent Strategies, Houston, TX
Rodrigo Herrera
Rodrigo aligns talent strategies to organizational goals for his clients. He brings extensive consulting experience serving for-profit and non-profit clients with McKinsey & Co., Katzenbach Partners LLC, and now with his own practice, Herrera Talent Strategies, LLC. His success as a trusted advisor stems from his passion for finding and addressing root causes hidden behind the presenting issues facing an organization. His value-add comes from helping to build capability within his client organizations at the individual, team, and front-line levels.
His specialties include:
- Strategy Clarification
- Implementation Planning
- Executive Team Alignment
- Frontline Engagement
- Leadership Capability Development
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Denise McNerney, iBossWell, Inc, Shawnee Mission, KS
ibosswell.com
iBossWell, Inc. is a leadership and organizational development company working with non-profits, for-profits and government agencies to bring success through greater alignment between strategy, tactics and organizational culture. Their experienced consultant team created the WePlanWell system, and bring a combined 70+ years in leadership, planning, and demonstrated successful execution: Denise McNerney, President & CEO; Lynne Brown, VP Strategic Consulting; Terri Harmon, VP Operations & Technical Translation.
  Their specialties include:
- Strategic Planning Development & Implementation Tracking
- Organizational Development
- Program Assessment
- Leadership Assessment and Development
- Board Assessment and Development
- Team Assessment and Development
- Executive Coaching
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Blair and Bruce Johanson, Johanson Group, Fayetteville, AR
johansongroup.net
With a combined 65 years of experience in all facets of business management and planning, Johanson Consulting delivers the insight and confidence needed to produce meaningful results.
 Their specialties include:
- Strategic Management
- Performance Based Management Systems
- Strategic/Long Range Planning
- Corporate & External Environmental Assessment
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Kathy Trotter, Krysalis Consulting, Northwest Arkansas
krysalisconsulting.net
Kathy is Principal at Krysalis Consulting. As a consultant and coach, she shares “knowledge that works” with leaders in both small businesses and social sector organizations. Her extensive background in both for-profit and non-profit settings is key to the work she does helping clients build the internal capabilities they need to deliver quality products and services and contribute to the well-being of their communities.
Her specialties include:
- Strategic planning
- Business planning
- Leadership development
- Capacity Building
- Succession Planning
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Denice R. Hinden, Phd, ACC, ELI-MP; Managance Consulting & Coaching, Silver Spring, MD
managance.com
Denice is on a mission to ignite passion and a sense of opportunity and well-being into nonprofit, business and public workplaces through more conscious energetic leadership and attention to organizational culture and organizational development. Denice is a certified executive coach and co-author of the groundbreaking book, The Nonprofit Organizational Culture Guide: Revealing the Hidden Truths that Impact Performance (Jossey-Bass, 2011).
Her specialties include:
- Transforming Strategic Planning & Implementation Support
- Executive Leadership Pre Transition Planning
- Executive Leadership Post Transition Planning
- Coaching with Executives, Sr. Level Staff & Teams
- Coaching with Board & Committee Leaders
- Leadership Assessment & Development Planning
- Board Operations Planning
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Marilyn Donnellen, NonProfit Management Services, Clermont, FL
NonprofitManagementServices.com
Marilyn's expertise in nonprofit management is built on real world experience gained during her time as CEO at five different nonprofit organizations where she managed budgets ranging from $150,000 to $6 million. She is a nationally known speaker, consultant and trainer, and an award winning author.
Her specialties include:
- Organizational consulting
- Strategic planning
- Disaster planning
- Board and staff development
- Interim staffing and assessments
- Executive coaching
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Cynthia Oliver, Resource Advantage Consulting, Pittsburg, PA
Cynthia Oliver
Cindi brings 15 years of experience as a senior level nonprofit management and development professional to her role as the Principal Counsel for Resource Advantage Consulting. She is a nationally certified fund raising executive (CFRE), a certified non-profit executive director (GSUSA), and has nearly a decade of experience as a senior level marketing and business development director in the private sector. Cindi offers a strong combination of expertise as a scholar, leader, and practitioner and unique perspectives from both the public and private sector.
Her specialties include:
- Strategic Planning
- Assessment
- Board Development and Training
- Fund Development
- Grant Writing
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Gary St. John, St. John Management Consulting, LLC, Phoenix, AZ
linkedin.com/in/garystjohn
Gary brings 35 years of experience in financial and administrative leadership, including financial planning and analysis, strategy management and execution, process improvement and risk management to clients in the not-for-profit, manufacturing and media sectors.
His specialties include:
- Analysis
- Strategic Planning
- Strategy Management
- Business Process Improvement
- Risk Management
- Development of teams and individuals through coaching and mentoring.
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Elizabeth Seja Min, Seja Min Strategy by Design, Oakland, CA
sejamin.com
Elizabeth is a consultant, coach, facilitator, and strategist. The toolkit she brings to every client mixes planning via design thinking, with the pragmatic use of resources, social collaboration, situational and cultural mindfulness, accelerated organizational learning, and replicable, applicable methods and technologies using brain-friendly techniques.
Her specialties include:
- Fund Development
- Transitions
- Planning by Design
- Executive Coaching
- Team Collaboration
- Learning Design
- Meeting Design
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International
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Jane Garthson, Garthson Leadership Center, Toronto, Canada
garthsonleadership.ca
Jane is President and Principal Consultant at Garthson Leadership Center, dedicated to creating better futures for communities and organizations through values-based leadership. She has worked with boards, senior staff and stakeholders of associations, charities and governments since 1992. She writes and trains on strategic planning, governance, ethics and decision-making, and has authored the monthly Governance and Ethics column for Charity Village since 2003. She is a graduate and governance volunteer with CreatingTheFuture.org.
His specialties include:
- Board Development
- Vision & Values Development
- Governance and Organizational Reviews
- Strategic Thinking and Planning
- Ethics Programs and Risk Management
- Board/Staff Relations
- Interim Leadership (hands-on)
- Community Engagement
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Pat Lawrence, CMC, & Doug Cranston, CMC, CLEP, Lawrence Consulting, Ontario, Canada
lawrenceconsult.com
Lawrence Consulting is a team of Certified Management Consultants and Certified Lean Practitioners and Trainers with over 90 years of business experience and 28 years of consulting experience. A boutique organization, they take on fewer projects than large firms, allowing them to concentrate on their current client, and on becoming a valued part of that client's team.
Their specialties include:
- Strategic Planning
- Facilitation
- Operational Planning
- Project Management
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Emma Insley, Insley Consulting, London, England
insleyconsulting.com
Emma is a respected former third sector leader who now helps non-profit organizationstransform services, get the best from their teams, and secure sustainable funding.
Her specialties include:
- Strategic Development
- Fundraising
- Evaluation and Transformation
- Leadership and Governance
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Morten Schacht, SCHACHT, Arhus Area, Denmark
schacht-strategi.dk
Morten is founder and owner of SCHACHT Strategic Consulting. His background includes extensive experience as a strategy development consultant. He is an expert facilitator, and offers wide-ranging knowledge as a leadership coach, business developer, project manager, HR developer, and executive management assistant.
His specialties include:
- Strategy Development
- Strategy Execution
- Leadership Development
- Change Management
- Facilitation, Education and Coaching
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Learn how you can become a Certified WePlanWell Consultant
Call 913-642-1416 or email contact@weplanwell.com
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