Case Studies
"Now I have a clearer sense of my future self and I know how to get there. I don't feel intimidated anymore. The workshop was such a generative space that I had a hard time even thinking of my own roadblocks."
— Tallie Lancey
Big Sky Community Organization Board President
Big Sky Sotheby’s Broker
1:1 coaching & Strategic advisory
Genevieve Walsh | CEO and Founder of Iqra Fund
As the founder of Iqra Fund, an organization based halfway around the world, Genevieve Walsh faces challenges daily. But she knew that telling Iqra Fund’s impact story didn’t have to be one.
In a three-day workshop, we developed an overarching organizational narrative distilling Iqra Fund’s work into clear, simple language.
The new concept touched every part of the org, from website and donor messaging to onboarding strategies for staff and board members. Even more valuable: It helped Genevieve see Iqra Fund’s future at a global scale.
thinking Partnership: strategy & culture
Tyler Erickson | Vice President of Development & Marketing at American Bank of Montana
Tyler Erickson juggles many responsibilities as VP of Marketing & Development for American Bank. An energetic leader, he likes to move fast — whether on skis or in business.
In another of Tyler's roles — that of bank owner — he has to step back and think big picture.
As a long-term thinking partner, I help Tyler think differently about the bank and its future, and then help him design and implement systems and programs to support his vision.
Our work ranges from strategic planning to offsite leadership retreats, all-staff trainings, and listening sessions with high-performing teams.
The through line is Tyler's role as a leader, especially how he can best best empower his team to contribute to the Montana communities the bank has served for over 75 years.
group facilitation & advisory
Big Sky Resort Tax Area District
In summer of 2023, 12 Big Sky community leaders met to revisit a fraught topic: whether Big Sky might incorporate as a municipality.
Not everyone saw eye-to-eye on incorporation, nor did the major stakeholders many were associated with.
I facilitated three intensive workshops for all stakeholders — the culmination of over five months of close partnership with the Big Sky Resort Tax leadership.
As a result, the 12 community leaders began working together to develop and drive a rigorous, unconstrained incorporation study.
Think we might work well together?
Bozeman, Montana
