Strategic Diligence, LLC

Testimonials

What did you appreciate about my coaching?

Your persistence in gently but firmly not "letting me off the hook." Your ability to paint a verbal picture of what is occurring so I could look at the situation in a different manner. Being a "thinking partner" and sounding board in the process. Excellent warmth and empathy. Holding me accountable by always ending with whether or not I had written some notes about how I was going to proceed based upon our coaching session. (Non-Profit Executive)
Allowing me to come to my own conclusions while guiding me back into focus when I would begin to digress. The use of varied approaches. The diagrams. (Financial Executive)
Very easy to talk to; very creative thinker; you came up with ideas and solutions that I had not considered. Your breadth of knowledge about different ways in which work management issues are tackled both by individuals and companies is quite extensive, along with your knowledge of the literature and current business thinking. (Small Business Entrepreneur)

What have been the key areas of progress during the period we have worked together?

Breaking down my vision of what I want to have happen and outlining what I need in resources and tasks in order to make it happen. Examining what roadblocks are in place and determining how to get around those roadblocks (Non-Profit Executive)
Identification of goals. Short-list of immediate career path choices. Further focus on one key career opportunity. Developing a plan of action for the opportunity. (Financial Executive)
The process encouraged me to systematize my workload in a more organized and planned way. It was helpful to sit down and take a macro view of my agenda or work and think through how I was to plan and execute it all. (Small Business Entrepreneur)

Joel, THANK YOU for your great wisdom, thoughts and leadership in getting us on some new tracks with our approach to long-range planning. Your input is invaluable.... thank you! (Non-Profit Board President)
I would like to commend you and your firm for facilitating our most productive strategic planning session on March 9th. All board members who attended felt that the session provided an important opportunity to define and explore the challenges and opportunities we face in the years ahead. The pre-session interviews and self-assessment were particularly effective as was the "Environmental Jeopardy" game during the session. (Non-Profit Board President)

Joel, you bring a strong set of skills and a wealth of relevant experience to this work. You have a natural ability to create a sense of safety and connection with a client, a comfort with difficult and challenging discussions, and a knack for long-range strategizing and planning. (Pam McLean, Program Director)