STRATEGIC PROCESS consulting

PATHFINDER SESSIONS: YOUR MAP TO CLARITY

Create a pathway to clear results

Do you have a goal or dream but aren’t sure how to get there?

We help you increase organizational effectiveness by developing strategic processes to get you to where you want to go!

As a leader, you're constantly juggling the demands of running your business or nonprofit with the need to think through and implement new initiatives or changes.

It's understandable if you feel stretched thin!

You're not alone —many leaders grapple with not knowing the best process to adopt, which can be both daunting and isolating.

As strategic process consultants, we’re here to help you navigate these complexities.

Together, we can create a roadmap that aligns with your vision, optimizes your operations, and sets your organization on a path to sustainable growth.

Let's tackle these challenges head-on and transform them into opportunities for success!

How we do it

MAXIMIZE YOUR PEOPLE AND RESOURCES FOR GREATER RESULTS

In the Pathfinder Process: Creating Clarity for Your Team and Organization, we help organizations or teams like yours harness the full potential of your people and resources to achieve impactful, measurable results.

This session is a hands-on, collaborative experience where our experts work with you to co-create a customized roadmap that aligns your strategic vision with a clear path forward.

By bringing together leaders and teams in a guided co-discovery process, we ensure every participant has a voice in crafting the strategy, setting priorities, and identifying actionable steps that make the vision real.

Through this tailored approach, you’ll gain a powerful blueprint that maximizes your team’s strengths and resources, equipping you to overcome challenges, seize opportunities, and advance your organization’s goals with clarity and confidence.

Whether you’re facing a new phase of growth, tackling complex challenges, or aligning around a fresh direction, the Pathfinder Process will empower your team to move from concept to execution with clarity and momentum.

The Pathfinder Process is part of our flagship program, The Effective Ecosystem, which helps leaders build organizations that deploy their resources and priorities for greater results. Click here to see more information on the program.

Want to get started in accelerating your journey to success? Book a session below!

Angela Lin Yee

Helping leaders and teams find clarity and momentum

Angela Lin Yee has spent over 35 years working alongside leaders to help them create thriving organizations where people and ideas come together to make a real difference. From executives and department heads to pastors and nonprofit leaders, Angela has guided leaders and teams to find focus, build strong systems, and work better together.

Angela’s work is about helping organizations grow in ways that feel clear and achievable. She’s known for creating space for teams to connect, identify what’s most important, and turn big ideas into actions that lead to real results. Using collaborative processes, Angela helps teams align around shared priorities and move forward with confidence.

Her approach has helped organizations overcome roadblocks, grow stronger, and create workplaces where people thrive. Whether it’s finding the next step in a big transition or bringing new energy to a team, Angela helps leaders bring their vision to life.

Looking for clarity and direction?

Start a conversation with Angela today to explore how she can help your team move forward!

WHAT IS Strategic PROCESS CONSULTING?

We’re not the experts in your field — you are!

But what we do know is how to create a process that takes into account the many variables and charts a clear road to decision-making.

We work with you to execute a process that engages key stakeholders and develops clarity so you can have peace of mind and confidence moving your organization and team into the future.

You bring your expertise about your field, and we bring our experience in successful systems and process development. You’ll feel less stress and uncertainty while navigating forward with a clear pathway to success.

  • Clarify your end result and the factors that must be included or considered.

  • Create a process that is clearly mapped and communicated so people know how it works and where they fit.

  • Execute the plan, making adjustments along the way.

  • Finish up the process, whether through evaluating, next steps, or celebration!

Examples of strategic process

We’ve helped many leaders move from dream to results through a clear and guided strategic process. Check out a sampling of some of our projects below.

organizational strategy

  • By engaging key stakeholders, create a strategic plan with clarity and buy-in of all involved.

  • Developed a clear organizational mission statement and strategic plan that was easily understood and generated excitement and momentum for the organization.

New Venture Development

  • To develop and launch a new nonprofit venture by developing strategy and planning while coordinating the launch team.

  • The initiative launched successfully and engaged many constituents through events, programming, connection, and networks.

Leadership Development

  • To launch a new leadership development program for the next generation of leaders that was fully experiential and engaging.

  • The program was well-executed and received high ratings; leaders who participated were eventually brought into significant leadership roles.

Identity and branding

  • Clarify the organizational identity and develop visuals and branding guidelines to reinforce the organization's identity.

  • Developed organizational identity and branding that was attractive and well-received by the audience.

MARKETING STRATEGY

  • Assess current marketing efforts and develop a marketing strategy for a corporation's new marketing department, with the goal of hiring a marketing director.

  • A comprehensive marketing strategy integrated the customer journey with marketing and sales efforts. A new marketing role was defined and the new marketing director successfully implemented the strategy and expanded the department.

COMMUNICATION STRATEGY

  • Develop and define a communication strategy and processes that included multi-channel distribution.

  • Developed an organizational communication strategy to tie together independent and uncoordinated processes and established communications systems to support the strategy.

STAFFING/hiring PROCESSES

  • Assess needs, define role needed, and develop and execute a hiring process to attract and hire the most qualified candidate.

  • Developed a robust and strategic hiring process that attracted a significant number of qualified candidates. Hired and onboarded an outstanding candidate who was highly successful at the role.

Organizational Design

  • To develop a comprehensive process for assessment, analysis, reorganization, and change management.

  • The process developed a more effective leadership structure and staffing alignment, and clear communication engaged key stakeholders for broad acceptance.

Data Management Strategy

  • Develop a strategy for information management and a process to cultivate input and buy-in from key stakeholders.

  • Previously disconnected stakeholders agreed on a coordinated strategy for managing data and the process to develop and implement a data management platform.

Project Management Systems

  • To assess needs and determine the best platform for the organization to manage projects.

  • Based on assessing needs and processes, the new project platform was well-received and significantly more effective for project management than the previous platform.

Change Management Process

  • To develop a process for organizational change around a difficult process that would cause much anxiety.

  • Although the change was difficult, due to intentionality on receiving feedback, clarity of processes and communication, and engaging key stakeholders, the feedback was that the process went better than all had expected, and transition to the change went smoothly.

ASSESSMENTS and surveys

  • To develop a survey to assess the needs and opportunities of the market in order to develop initiatives to increase reach and impact.

  • A comprehensive survey was launched, and detailed data analysis revealed key insights. The results reported significantly influenced future direction and decisions.

Have a question about any of these processes or others that you may want to explore? We’d love to talk to you!