legacy workshops & coaching

customized workshops for foundations, families and leaders

blank space method

By tapping into our personal journeys and connecting the work we do to our bigger 'why,' this small group workshop will help you discover your blank space. Sharing tools and best practices to optimize your impact potential and create legacy now, this session includes team building opportunities and can be held as a lunch-and-learn session.

legacy roadmap

Designed to include strategy sessions before and after, this facilitated 'idea' session kick starts your customized legacy roadmap. Through an assessment of current work, goals, impact opportunities and future needs, we identify your authentic 'why' and how to activate your core values both personally and across your business, investments and philanthropy.

foundation & legacy strategy

In this interactive deep dive, together we build a strategy for authentic impact and scale. This includes building a 'legacy roadmap' and mapping out how to put it into action to elevate your impact potential and thought leadership.

  • wrap around strategy sessions

  • identify your authentic space - what can only you do?

  • the way forward

  • connect your vision to your legacy

  • unique brand positioning for impact

  • initial development of objectives, long term vision and scalable success

  • narrative and communications ideation

  • thought leadership and partnership ideation

  • advising on team to set plan in motion

Additional offerings to support implementation:

  • narrative development

  • foundation structure & team management executive & founder coaching to position as sector thought leader

  • specific initiative and programmatic focuses

  • comms strategy to engage target audiences

  • partnership opportunities

  • public launch & media strategy

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