how we can work together

The work is shaped around the question, but most engagements begin in one of three places: finding the real challenge, choosing a direction, or helping leaders turn direction into action.

STRATEGIC DIRECTION & PLANNING

When the organization needs clarity about what comes next.

We help leaders understand the changing landscape, engage the people whose perspectives matter, identify the critical challenges ahead and make clear choices about where to focus.

Strategic discovery • Stakeholder engagement • Strategic planning • Implementation roadmaps

ORGANIZATIONAL ALIGNMENT & LEADERSHIP

When the direction is clear, but the organization is struggling to move together.

We help leadership teams address the structures, behaviors, relationships and ways of working that may be preventing progress—and develop the collective capacity to lead change.

Leadership development • Team alignment • Organizational design • Facilitated working sessions

STRATEGY ACTIVATION & ADVISORY

When leaders want an ongoing partner as they put strategy into practice.

Kathy works alongside executives and leadership teams as strategy meets the realities of the organization—helping them translate direction into priorities and decisions, address emerging barriers, learn from what is happening and build the capacity to sustain meaningful change.

Strategic coaching • Activation reviews • Executive advisory • Leadership-team working sessions

WHEN THIS WORK IS MOST VALUABLE

Wise Old Tree works with leaders and organizations navigating meaningful change—especially when the existing direction, structure or way of operating is no longer sufficient for what comes next.

That might mean:

  • A new CEO or executive director is establishing direction.

  • Growth has outpaced the organization’s leadership, structure or systems.

  • An existing strategic plan is expiring or no longer reflects reality.

  • Markets, community needs, funding or customer expectations are changing.

  • Too many initiatives are competing for limited attention and resources.

  • A leadership team is struggling to translate strategy into coordinated action.

  • The organization is approaching a significant transition, restructuring or strategic shift.

We work across industries because the human dynamics behind organizational challenges are remarkably consistent.

Our experience spans

Consumer & Retail • Healthcare • Financial services • Manufacturing • Education • Public Sector • Nonprofit

SOMETIMES THE FIRST STEP IS UNDERSTANDING THE PROBLEM.

When you know something needs to change but are not yet sure what kind of support is needed, a focused diagnostic can uncover what is happening and identify where action will make the greatest difference.

Specialized Diagnostic: Experience Gap Audit
Is the experience you are delivering actually matching the experience your brand promises?

A focused diagnostic that examines the customer experience, employee behaviors, operational friction and physical environment to uncover what's getting in the way—and identify practical opportunities to improve it. Explore the Experience Gap Audit

Bring me the question