4 Simple Steps for 
Annual Review Success


Workshop Planning & Facilitation.

Comprehensive. Skilled. Experienced.

Need to create a strategic vision sooner rather than later, but don’t have the time or the expertise to make it happen?


Have a vision that just isn’t actionable yet, therefore leaving your company without a clear roadmap to program completion?


Already have a vision and multi-year plan, but lack the know-how or bandwidth to deliver the required major project(s)?


I am here to make your organization’s next workshop more productive than ever with a lot less prep time from your team. I will:

  • Meet with you at your convenience to understand your workshop goals and constraints

  • Manage the workshop’s goals & stakeholders’ goals simultaneously

  • Keep the sessions on track with proper structure while engaging all participants  

  • Close out the session and provide the supporting documentation that will allow for immediate action with clear due dates


I am available for workshops/facilitated sessions such as:

  • Creating a Vision for your Organization and an Action Plan

  • Defining the Overall Approach for a Major Project

  • Fixing a Failing Project

  • Vendor Product Evaluations and Solution Selection

  • Requirements Gathering for Process and Software Projects

  • Business Process Modeling (Current State, Future State)

  • Solution Design Reviews

  • Defining QA Strategy and Testing Planning

  • Cutover Planning for Complex Software Implementations

  • Defining the Post Live Support Approach and Plan



Let’s connect so I can help you conquer your next challenge!


"We were beginning a year-long system implementation project.  The project initiation required decisions on delivery strategy, functional and technical boundaries, organization, and more.  Anthony organized a 2-week workshop to address these topics.  He set clear goals and rules, facilitated sessions, issued notes and progress reports throughout, and managed follow-up.  Decisions reached during the workshop carried through to project execution and were directly tied to eventual delivery of all project goals.  Anthony’s workshop put us on the path to success."


Mark Ullmann

Consultant Project Manager for North American Gas & Power Trading Entity of Global Energy Company (2008 - 2012)