My Consulting Approach

I’m an operations consultant for mission-driven organizations and small teams doing complex work, specializing in grantmaking operations and execution support. I help turn big goals into steady execution by building systems that make work easier to manage, easier to track, and easier to sustain.

I’m most interested in work that advances equity, opportunity, and dignity. I’m especially drawn to efforts that support multilingual learners and immigrant communities, strengthen education systems, invest in women and families, and protect the environments where communities live and grow. I care deeply about the why and the who behind the work, and I build operations that stay anchored to that purpose.

My approach is people-first and mission-centered. I trust the experts closest to the work and create practical structure around them: repeatable processes, clear workflows, clean documentation, and reliable follow-through. The goal is to reduce friction, protect relationships, and create the kind of operational clarity that helps teams move forward with confidence.

Below is how I support organizations in practice.

Clients & Partners

Grant Management & Grants Operations

Intake and application workflow

  • Build clear intake processes for proposals, LOIs, and invited applications

  • Create application checklists and submission instructions that reduce back and forth

  • Track deadlines and status across multiple grants at once

  • Coordinate with applicants to confirm eligibility, required materials, and timelines

  • Create internal summaries of proposals for review, including key details and risks

  • Organize and name files consistently so everything is easy to find later

  • Maintain a grant pipeline view so the team can see what is coming next

Due diligence and documentation

  • Collect and verify required documentation (W-9/W-8, organizational details, banking info)

  • Coordinate fiscal sponsor requirements and confirm compliance steps

  • Track document expirations and follow up for updated forms when needed

  • Maintain clean folders for each grantee with consistent structure

  • Document decisions, conditions, and special requirements in a way that is easy to reference later

  • Prepare grant packets and approval materials for internal review

Grant agreement and award setup

  • Coordinate agreement drafts, edits, and signature routing

  • Track signature status and confirm all parties have executed documents

  • Confirm payment schedules, reporting expectations, and grant terms

  • Set up grant records and payment details for the fiscal sponsor

  • Ensure grant files include final signed agreements and all required attachments

  • Communicate award details and next steps to grantees clearly and professionally

Closeout and records management

  • Confirm all payments are complete and terms have been met

  • Ensure final reports are submitted, filed, and easy to reference later

  • Close out grant files with a consistent checklist

  • Create a short closeout summary capturing outcomes and key learnings

  • Maintain clean archives so files are audit-ready and searchable

  • Improve workflows based on what worked and what caused friction

Payments and fiscal sponsor coordination

  • Submit payment requests on time with complete backup documentation

  • Confirm ACH setup and troubleshoot payment delays when they occur

  • Track payment dates and amounts across grants to prevent missed disbursements

  • Reconcile payment status with internal trackers and fiscal sponsor records

  • Maintain clear documentation of payment approvals and confirmations

  • Flag discrepancies early and resolve them with minimal disruption

Reporting and grantee support

  • Build reporting templates and instructions that clarify what funders need

  • Track reporting due dates and send reminders well ahead of deadlines

  • Confirm submissions are complete and follow up on missing information

  • Review reports for clarity, completeness, and alignment to grant goals

  • Support grantees by answering reporting questions and offering light editing

  • Create consistent systems for storing, labeling, and retrieving report files

  • Maintain a reporting dashboard so the team sees what is submitted vs outstanding

Portfolio monitoring and synthesis

  • Capture learnings from grantee check ins and written reports

  • Summarize progress, wins, challenges, and needs in funder ready language

  • Identify patterns across grantees and surface emerging themes

  • Translate qualitative updates into clear takeaways for decision makers

  • Maintain running notes and updates so the portfolio stays current

  • Support strategy and planning by sharing insights and gaps seen across reporting

Operations & Project Management

Systems and workflow design

  • Build trackers that show status, next steps, owners, and deadlines

  • Create templates that standardize how the team communicates and reports

  • Develop SOPs and checklists so tasks can be repeated consistently

  • Improve folder structures and naming conventions for faster retrieval

  • Create lightweight dashboards to improve visibility without extra work

  • Document processes to support onboarding and continuity

Project management and execution

  • Define scope, timelines, and deliverables for ongoing workstreams

  • Build workplans and task lists that match real capacity

  • Track progress and follow up on blockers before they become emergencies

  • Coordinate dependencies across people, vendors, and stakeholders

  • Maintain version control and ensure teams work from the right files

  • Keep projects moving by clarifying what is decided and what is pending

Quality control and detail management

  • Proofread and format documents for professional presentation

  • Standardize labeling, file structures, and links so others can self serve

  • Check permissions and access to reduce friction for collaborators

  • Maintain consistency across documents, templates, and reporting outputs

  • Build systems that prevent errors instead of fixing errors later

Convenings and event operations

  • Coordinate logistics such as venue, catering, accessibility, and dietary needs

  • Manage travel support and hotel blocks when needed

  • Create run of show documents, speaker support, and materials packets

  • Track RSVPs and participation, including last minute changes

  • Prepare printed materials, signage, and on site supplies lists

  • Coordinate day of timing, transitions, and troubleshooting

  • Capture post event notes and action items to sustain momentum

Budget and finance coordination

  • Track budgets and budget vs actual in simple, usable formats

  • Coordinate invoices, reimbursements, and documentation for payments

  • Ensure backup documentation is complete and stored properly

  • Maintain vendor logs and payment trackers for visibility

  • Support clean recordkeeping that makes audits and reporting easier

Executive Partnership

Calendar and scheduling management

  • Schedule complex meetings across multiple time zones and busy calendars

  • Send clear invites with agenda, prep materials, and context included

  • Track scheduling preferences and constraints for recurring stakeholders

  • Coordinate reschedules quickly while maintaining momentum

  • Confirm attendance and adjust plans based on availability

  • Build meeting series and maintain consistency across recurring rhythms

Meeting preparation and materials

  • Draft and format agendas that create clarity and decisions

  • Gather pre reads, background docs, and prior notes into one clean packet

  • Create meeting briefs with goals, key questions, and desired outcomes

  • Track what needs to be reviewed vs what is for awareness

  • Ensure links work, files are accessible, and permissions are correct

  • Build run of show documents for longer meetings and convenings

Relationship and stakeholder coordination

  • Communicate with grantees, funders, partners, and vendors professionally

  • Maintain trust through responsiveness, clarity, and follow through

  • Coordinate group communications and manage logistics sensitively

  • Create clear expectations and timelines to reduce confusion

  • Navigate competing priorities while keeping relationships strong

Notes, follow ups, and accountability

  • Capture decisions, action items, and owners in real time

  • Turn messy discussion into clear next steps and deadlines

  • Send follow up notes that are structured and easy to act on

  • Maintain a running action log so nothing disappears after a meeting

  • Remind stakeholders of commitments in a way that feels supportive, not nagging

  • Close loops by confirming completion and documenting outcomes

Leadership support and execution

  • Translate leadership priorities into task lists, timelines, and workflow plans

  • Anticipate what leadership will need before a meeting or milestone

  • Maintain clean documentation so leaders can make quick decisions

  • Draft communications and updates in a consistent voice

  • Reduce operational burden by owning details that otherwise create bottlenecks

  • Keep work moving during transitions by stabilizing systems and handoffs

AI-Forward, Human-Centered

I am AI-forward in how I work, meaning I actively use AI tools to enhance clarity, efficiency, and follow-through across operations, communications, and reporting. My goal is not to replace human-led work. It is to strengthen it.

I believe AI is most valuable when it supports people in doing deeper, more thoughtful work by reducing busywork and speeding up the parts of the job that drain time and energy. I use it as a practical support tool to improve quality and consistency while keeping judgment, relationships, and decision-making firmly human.