Our Work

Strategic Planning

Delta Dental of Wisconsin asked us to help the executive team create a revised mission statement and updated 5-year strategic plan. Early in the process, the COVID-19 Pandemic hit. We adapted quickly to convert the process into a virtual strategic planning process, updated the analysis to incorporate the many changes of 2020 such as the pandemic’s effect on consumer markets, general economic changes and ensuing social unrest. Along the way, mid and upper - level management participated in developmental training on strategy through practical education and applications.


“We are pleased with the results and really appreciate the flexible process - we were able to adapt to major changes in business processes in 2020 and still achieve our goals for a 5-year strategic plan.” — Dave Peterson, Chief Growth & Strategy Officer, Delta Dental of Wisconsin

Langlade County Government had just hired a new County Manager and tasked him with creating a new, 3-5 year strategic plan, one that would position them for success and growth into the future. Timing and budgets were tight, so we used concise stakeholder interviews, expedited steering committee retreats and frequent communications to the board to quickly identify the important and attainable goals. Our ability to work effectively and efficiently with our client led to the swift creation of a comprehensive 3-year plan that was approved by the County Board in just 4 months.

Healthcare Value Solutions

An Arizona-based large health system found itself in the midst of a rapidly changing market. Northern Arizona Healthcare sought focused and long-term strategies to improve its value proposition in the marketplace while simultaneously building internal organizational capabilities. Working with executive management, we created a multi-year plan for value-based care, assisted with standing up an Accountable Care Organization (ACO), a Clinically Integrated Network (CIN) and implemented performance-based contracts with Medicare and the commercial payer markets. We remain committed to ongoing support for Northern Arizona Healthcare and its ACO/CIN, Pathfinder Health, as they build market competency and performance in this multi-year sustained strategic implementation.

Organizational Transformation

We were engaged by three organizations, merging into one. Each company had unique employment models, compensation and benefit philosophies, and levels of employee engagement. Using our partnership with Human Synergistics, we surveyed senior leaders to identify ideal culture and also surveyed all employees to learn their view of current culture. We discovered gaps in communication, employee involvement, training and development, use of rewards, feedback, role clarity and interdepartmental collaboration. All employees were invited to information sharing sessions and encouraged to become culture champions to support the build of customized efforts around each of the gaps. Two years post-initial survey, we re-surveyed all colleagues and were pleased to see progress toward ideal culture in each of the identified gap areas - both qualitatively and quantitatively.

Philanthropic Development

In May 2019, the executive director for the Boys & Girls Club of Door County gave her two weeks notice. The Club had experienced other significant difficulties and needed to re-establish stability and sustainability quickly. Boys & Girls Clubs of America suggested that the Door County Club hire Brian Stezenski-Williams to serve as their interim CEO/consultant.

Over the next year, Brian: 

  • Completed an organizational assessment
  • Restructured staffing and leadership teams
  • Designed and executed new resource development plan, including:
    • Annual Campaign tied to new messaging
    • Focus on donor cultivation & stewardship
    • First-time event which raised $100,000+
    • New major gifts campaign which raised $200,000+
  • Worked with staff and volunteers to develop a comprehensive marketing plan
  • Developed a new board development process to clarify roles and enhance engagement
Analysis and Recommendations

A large midwest agricultural firm wanted to take the next steps designing innovative employee benefit plans but the question was…"How far do we go?" We were asked to assist Wysocki Family Companies review benefit plan proposals and support executive leadership in analyzing options that met the company’s employee needs while making solid progress on health benefit innovations. We listen to what you need and where you want to go without overshooting the mark.