An accountant by training and a facilitator at heart, I can help you figure out what is really going on in your business and where to go next.
You are a small business owner, or decision-maker for an organization that needs a helping hand to ask the right questions to get the answers they need to move forward.
Why
STRATEGIC RISK MANAGEMENT?
The top two reasons small business owners and decision-makers reach out to me:
→ Strategic Planning
→ Risk Management
These are broad concepts that mean many different things to different people. You might have been told that you “need” a strategic plan or a risk management framework.
Here are the real reasons that we should work together:
→ Your organization is having communication issues and needs to have a difficult conversation about:
Where you want to go
What might keep you from getting there
→ You are having difficulty getting everyone on the same page about what comes next
Why you have not done this on your own and how I can help:
→ You are too close to the issues. You need an independent facilitator to SEE and HEAR what is really going on.
→ It is a chore! I come up with the game plan and take care of all the documentation to keep us on track.
→ You do not know where to start. I have over twenty years of experience that allows me to instinctually ask the right questions that brings you the answers you need.
→ It takes trust. It is not that you are untrustworthy, it may be that your organization’s history has some baggage. I create a safe environment to have the difficult conversations that need to happen.
Consider strategic planning and risk management together if you:
→ Respect efficiency
→ Want to create a proactive mindset for your vision and solutions
→ Like the idea of talking about risk in a positive frame of mind
Strategic planning sets the vision for the organization, so that all activities can be aligned. Without a strategic plan, your employees and stakeholders may be left to their own interpretations about where the organization stands and what activities best serve this direction. A strategic plan gives direction and makes your decision-making more effective and efficient.
A discussion of vision and values will uncover concerns with alignment to the strategy. Risk Management is the opportunity to discuss some of the barriers that may keep you from meeting your objectives.
Happy Clients
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“Sheri's temperament, and experience as a facilitator were great assets. She right away built credibility and trust and marshalled the team toward common understandings and shared visions of a new way of working. Thanks to her work, we got the process we wanted but it is more likely to have success in implementation because of the way Sheri managed to make everyone feel invested in a new way of working.”
Wendy Hadwen, Director General, Communications Services, Natural Resources Canada
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“The entire Sivummut team responded very well to Sheri’s style and approach to the strategy sessions. She helped provide us with the foundation we needed to move forward with a renewed sense of confidence and purpose”.
Jimmy Jacquard, President
Sivummut Solutions Ltd -
Sheri’s knowledge and expertise were apparent when guiding us through our corporate risk profile. But what really set this experience apart for us was Sheri’s facilitation skill. She is particularly adept at navigating challenging conversations and ensuring that everyone feels empowered and heard during the process. Sheri is also able to distill large amounts of material into clearly articulated summaries; this positioned us well for success moving forward.
Kelly Hicks, Project Manager,
Shepherds of Good Hope -
I left feeling as if significant movement had occurred which included the identification of issues requiring further and deeper discussion. You were so involved with us and so able to shed light and name topics, issues and ideas that you were hearing from us - on the spot!
Sheila Norquay, Serenity Renewal for Families
LinkedIN is a great place to share ideas
see below for the things that have been on my mind.
About Me
I am an accountant who keeps moving further from numbers towards people, a facilitator with a technical background. I am searching for clients that want to make a difference in their organizations and are willing to collaborate. It is going to take some courage, and you are up for the challenge!
My mind-blowing organizational skills and ability to keep straight large amounts of data speak to my accounting background. Being able to cut through the information and ask the right questions, so that my clients get the right answers, speaks to my facilitation expertise.
Facilitating Results is where I help organizations work towards their goals in a manner that fits their corporate culture in ways that they can sustain. My greatest reward is when my clients can carry on the work we started; although, I am always here to help.
During the pandemic, I moved to Barbados, a small Caribbean Island. I now work here remotely, serving international clients and creating online courses. If the waves are up, you will find me on the South Coast surfing. When the Ocean is flat, it is on to freediving, or curling up in my hammock reading.
Work Beliefs
→ I am an expert in my field, and you are an expert in your organization; together we can achieve great things.
→ The collective wisdom is greater than any one person, expert or otherwise, can bring to the table.
→ I passionately believe in knowledge transfer and empowering people to make changes with the resources available to them - should they choose to accept this challenge.
→ I am happiest when productive and believe this can coincide at work with having some FUN.
Credentials
CPA, CA - Chartered Professional Accountant, Chartered Accountant (Canadian Institute of Chartered Accountants)
CMF - Certified Master Facilitator (International Institute for Facilitation)
CPF - Certified Professional Facilitator (International Association of Facilitators)
Certificate in Adult Education (St. Francis Xavier University)
Diploma in Conflict Resolution (Carleton University)