Strategic RoadMaps

Focus and align your team with a time-based plan


Strategic Planning Workshops

Leadership Retreats

Annual Planning

Marketing RoadMaps

Connect strategy to tactics and metrics


Branding, Messaging

Voice of Customer, Customer Experience

Marketing plans and organization structure

RoadMap Execution

Get help getting things done for your team


Project Management

Team Follow-up

Special Projects

How We Work Together

Focus on your priorities and outcomes

Initial conversation

Clear proposal

Timeline with deliverables

We create actionable roadmaps.

  • With a clear vision of where you want to go

  • Focused on a few top priorities (rather than running after everything)

  • That align your team around shared decisions and a common plan

  • Where everyone is clear on who’s responsible, what needs to be done and when

What our clients say

  • Patricia has a talent for listening and bringing multiple points of view into clear focus with direct action plans.

    Miray Pereira

    Business Manager, DuPont

  • Every meeting leaves me feeling invigorated and excited to tackle the work, even if it is a monumental plan we laid out. Jeanne has a keen ability to see different angles, and helps me to make sure no stone is unturned. She takes the time to really understand the project at hand – and her research has made me look like a rockstar on more than one occasion.

    Bridget Pollack

    Vice President, Marketing and Communications at SCORE Association

  • Results from Jeanne and Pat’s work include a greater clarity as to purpose for the leadership and the employees, more purposeful marketing campaigns, greater insight into the key performance indicators that can impact the growth of your business and many other valuable services.

    Robin Thieme, CEO and Founder of KBS and SoGo Workspaces

Which direction is your business headed?