Caleb believes in thoughtful engagements that honor the complexity of organizations, allow for rapid response to opportunities, increase the capacity of clients, amplify mission and brand, and build resiliency among stakeholders and the systems they rely on.

Approach

A TYPICAL ENGAGEMENT IS STRUCTURED IN THE FOLLOWING WAY:

(1) SITUATIONAL ANALYSIS

An engagement begins with a situational analysis that includes interviewing key team members and other stakeholders, reviewing relevant artifacts and documents, and reporting back with distilled learnings and suggestions for next steps.

This phase allows for a deeper and wider understanding of current dynamics and systems and is ideally scheduled as a 1-2 week sprint in order to quickly move forward.

(2) PROJECT DESIGN

From there, Caleb works with his clients to design the scope, scale, and schedule of the project and reaffirm goals and key metrics based on learning in phase one.

This phase allows for cohesion and focus between Caleb and the client team he’s engaging with.

(3) STRATEGIC CAPACITY BUILDING

Based on the type of client, Caleb then provides and works to build strategic capacity.

/For Growing and Changing Companies, he engages at three levels:

• Individual - through coaching and advising.

• Team - through training and facilitation.

• Organization - through systems design.

Within these levels, he integrates four key components of the company:

• Brand

• Business Model

• Organizational Culture

• Core Philosophy

/For Creative Agencies and Teams, Caleb partners with his clients to support their own client work while building internal capacity to execute at higher levels and in new disciplines.

/For Multi-stakeholder Groups, Caleb facilitates important conversations, clarifies vision, and focuses ongoing collaboration over time.

This phase allows for immediate strategic direction and supports longer term capacity within the company, team, or group.

(4) ONGOING SUPPORT AND ADVISING

After the initial project scope is executed, Caleb provides ongoing support and advising to leadership teams and other key team members and stakeholders.

This phase allows for continued learning and adaptation over time.

What the Work Looks Like

THE FOLLOWING ARE EXAMPLES OF PAST ENGAGEMENTS:

(1) GROWING AND CHANGING COMPANIES

After years of rapid growth, a design firm hired Caleb to help them focus on efficiency and develop a culture of leadership amongst their team of talented designers, producers, developers, strategists, and film makers. He provided and developed strategic capacity by engaging with all levels of the company.

• He worked directly with the partners to ensure that brand and business strategy were integrated with organizational systems.

• He worked individually with over 75 team members and ran workshops to develop specific competencies important to their culture and that enhanced their work.

• He facilitated project reviews and led interactive sessions with teams to improve dynamics and increase collaboration.

• He facilitated the redesign of organizational systems including on-boarding and employee reviews.

(2) CREATIVE AGENCIES AND TEAMS

A small creative agency believed that their clients would benefit from internal capacity building to support the agency’s rebranding and product development work. Caleb worked alongside the agency team to prototype and deliver organizational capacity support to their clients while helping the agency’s team build capacity in key disciplines in order to operate more efficiently and effectively and better serve their clients over time.

• He participated in client meetings in order to understand the agency’s approach and the client’s needs, challenges, and opportunities.

• He facilitated design sessions to creatively focus client work.

• He facilitated internal organizational development of the agency to ensure alignment between brand, business model, organizational culture, and core philosophy.

• He coached teams and individuals to strengthen leadership and communication capacities.

(3) MULTI-STAKEHOLDER GROUPS

A national small business organization with diverse members hired Caleb to facilitate a day long gathering with the goals of deepening connections among members and focus the group’s strategic efforts over the coming year.

• He interviewed the organization’s leadership team and a diverse set of key members prior to the meeting to deepen his understanding of individual member needs, challenges, opportunities, and collective themes.

• He designed and facilitated an agenda that allowed for participants to dialogue important topics, share their individual stories and hear from others, and discuss strategies to implement throughout the year.

• He led a series of follow up meetings with leadership and key members to distill learning, focus implementation, and identify metrics.