Project Management

---

I help organizations plan, coordinate, and manage projects from start to finish. From building timelines and tracking deliverables to improving workflows and communicating progress, I provide practical support that keeps teams organized, aligned, and moving forward.

• Planning & Roadmaps: Timelines, milestones, deliverables, and project plans.
• Project Coordination: Task tracking, stakeholder communication, meetings, and follow-up.
• Workflow Management: Priorities, dependencies, deadlines, and documentation.
• Reporting: Status updates, dashboards, risks, and executive reporting.

Have a project that needs extra support? Let's discuss how I can help with planning, execution, documentation, or reporting. 

Build practical processes, programs, training, and documentation that help teams operate effectively.

• Process Improvement: Workflows, SOPs, process mapping, and documentation. 
• People, HR & Training Programs: Employee materials, onboarding, training programs, policies, incentive programs, and internal communications. 
• Resource Planning: Scheduling, workload management, staffing visibility, and capacity planning. 
• Business Systems: CRM implementation, dashboards, reporting, and cross-functional processes.

Strong CRM and email marketing systems need clean data, clear fields, and consistent processes. Throughout my career, I have worked with a range of CRM and email marketing tools, helping teams organize contact data, improve follow-up, support campaigns, and prepare for better reporting.

• CRM Strategy: Structure contacts, leads, forms, lists, and workflows around business goals.
• Field Mapping: Standardize form fields and map them to CRM properties.
• Email Marketing: Support segmentation, campaigns, workflows, and performance tracking.
• Reporting: Identify the fields needed to track lead source, interest, campaign activity, and follow-up.
• Workflow Support: Plan routing, notifications, task triggers, and consent tracking.

I work with leadership teams to improve operational planning, team coordination, and organizational structure during periods of growth and change.

• Role & Workflow Planning: Define ownership, responsibilities, and team coordination 
• Operational Strategy: Improve communication, alignment, and execution across teams 
• AI-Assisted Documentation: Create structured planning materials, workflows, and operational docs 
• Leadership Collaboration: Support planning discussions, priorities, and operational decision-making

I help organizations create clear internal communications, documentation, and training materials that keep teams aligned, improve consistency, and make information easy to understand.

• Standard Operating Procedures (SOPs): Develop step-by-step guides, work instructions, and process documentation. 
• Internal Communications: Create employee announcements, onboarding materials, newsletters, and communication plans. 
• Training & Knowledge Management: Design user guides, training manuals, job aids, and documentation that support adoption and learning. 
• AI-Assisted Documentation: Transform notes, meetings, and existing content into organized, professional documentation that teams can use every day.

Successful events require more than logistics. They connect people, strengthen brands, generate opportunities, and support business goals. I combine strategy, project management, marketing, and AI-powered planning to deliver organized, engaging events from concept through post-event reporting.

• Event Strategy: Identify the right opportunities, define objectives, develop agendas, and align events with business goals. 
• Planning & Execution: Coordinate timelines, vendors, speakers, logistics, budgets, and stakeholders to keep every detail on track. 
• Marketing & Communications: Create presentations, promotional materials, signage, email campaigns, registration content, and attendee communications. 
• Reporting & Insights: Measure registrations, engagement, leads, ROI, and post-event feedback to guide future decisions. 
• AI-Enhanced Planning: Use AI to accelerate research, planning, content creation, scheduling, reporting, and event documentation while keeping people at the center of the experience.