GOVERNANCE, STRATEGY AND ORGANIZATIONAL FOUNDATIONS
Strong governance. Clear plans. Organizations built to last.
I help First Nations, not-for-profits, charities, and businesses put governance, plans, policies, and pay structures in place to grow with confidence. Over 20 years leading Indigenous organizations, boards and national initiatives.
22+
Years leading organizations, boards and national events
15+
Strategic plans delivered for universities, not for profits, charities and businesses
$6M +
Raised through sponsorship, grants and partnerships
50
Masterclasses and workshops delivered at universities, institutes and school boards
WHO I WORK WITH
Three sectors. The same foundations.
First Nations and Indigenous organizations
Chief and Council, economic development corporations, community trusts and trustees, and Indigenous not-for-profits are building governance that reflects community priorities.
Small and medium businesses
Founders, boards, and executive directors who are starting up, applying for charitable status, growing quickly, or undergoing a leadership transition.
Owners and founders who need a real plan, the right business structure, and the systems to grow without everything depending on them.
Not-for-profits and charities
SERVICES
Each engagement has a defined scope, clear deliverables and a fixed fee. You leave with documents and systems your team can run.
Governance and Board Training
Training and board development for Chief and Council, trustees, not-for-profit and charity boards, and corporate boards. Roles and responsibilities, fiduciary duty, decision-making, conflict of interest, and how the board and staff work together.
Delivered as a one- or two-day session, a board retreat, or a governance review with an action plan.
Strategic Planning
One- to three-year strategic plans for First Nations, economic development corporations, not-for-profits, charities and businesses. Built with your leadership, board and community, then sequenced into priorities, milestones and owners.
Includes engagement sessions, an environmental scan, the plan, and an implementation roadmap.
Policy Development
Policy manuals for organizations that have none, or have outgrown the ones they have. Governance, HR, finance, and operational policies written for how you actually operate, with a rollout plan to ensure they're used.
Recent work: full policy sets for five businesses under one development corporation.
Sponsorship and Revenue Strategy
Diversify funding before a single source disappears. Sponsorship packages, corporate and institutional partnerships, grant strategy, and earned revenue models, built on experience raising over $6M for national organizations and events.
Not-for-Profit and Charity Foundations
Starting a not-for-profit or applying for charitable status? I walk you through what you need in place before your first funding application: incorporation options, bylaws, board composition, core policies, financial controls, insurance, and annual filings.
I work alongside your lawyer and accountant, not in place of them.
Organizational Review and Restructuring
An independent review of structure, staffing, roles and workflow, with a restructuring plan that puts the right people on the work that matters. Succession planning and delegation of authority so the organization does not depend on one person.
Interim and Fractional Leadership
Stepping in as interim Executive Director, COO, or governance lead during a transition. Provide structure and continuity while you recruit, rebuild, or stabilize.
Pay Equity and Salary Ranges
Pay equity reviews and salary range structures that are fair, defensible and affordable. Job evaluation, clear roles and responsibilities, salary bands, and an implementation plan aligned with the legislation that applies to your organization.
For First Nations, Indigenous organizations, not-for-profits, and growing businesses.
Business Plans and Structure
Business plans for new and growing ventures start with the right structure: sole proprietorship, partnership, corporation, not-for-profit, social enterprise, or community-owned business. Each has different tax, liability and governance implications.
WHEN ORGANIZATIONS BRING ME IN
Most organizations call me after the problem shows up. The best ones call before.
Growth is happening faster than operations can support
Leadership teams are overwhelmed or misaligned
The strategy exists, but execution is failing
Funding models are unstable
Governance structures need strengthening
The organization is scaling without clear systems
A major initiative, conference, or transformation needs experienced leadership
Practical sessions people use the next day
Delivered over 50 masterclasses at institutions including the Saskatchewan Indian Institute of Technology, Toronto Metropolitan University, and the University of Waterloo. Delivered in-person or virtual masterclasses for boards, staff teams, students, and entrepreneurs.
Roles, duties and decision-making for the Chief and Council, trustees and boards.
Spot the legal, financial and operational risks before they cost you.
Protect your personal assets and build a business that runs without you.
Sole proprietorship, corporation, not-for-profit, or social enterprise, and why it matters.
A working method your team can repeat without a consultant.
A two-hour masterclass on building relationships that create opportunity.
WHAT CLIENTS SAY
HOW I WORK
Diagnose
An honest look at what's actually happening — governance gaps, risk exposure, operational strain — not what the org chart says should be happening.
Plan
A clear, sequenced roadmap: priorities, milestones, and the specific steps to close the gap — not a binder that sits on a shelf.
Execute
Hands-on through implementation — running the workshop, sitting in the board meeting, or leading the event on-site.
Hand Off
Your team is left with systems they can run without me — documentation, training, and a plan for what happens next.