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I design and facilitate the conversations that decide direction

For two decades I've designed and run the high stakes strategic sessions where technology leaders align, co-create and commit, when the topic is too important to leave to an ordinary meeting. 

40 + yrs
facilitating meetings
1,500 +
sessions facilitated
100 +
frameworks co-originated
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Shared Vision helps teams design, build and deliver co-creative and collaborative meetings. I facilitate with my co-founder Sarah Greer. We use frameworks and make the  meetings engaging co-creative spaces. Most of our time is spent creating customized frameworks for Customer Advisory Boards (working with Product Managers and company leaders).

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Shared Vision also creates tools - Shared VisionToolkit - so other teams can use the same tools and techniques to design and deliver their own co-creative and collaborative meetings. I act as the Chief Product Officer and our other co-founder, Merralee Retallick - our COO and Chief Platform Officer - makes the products available. Patricia Hadzinski launches and markets them, building awareness, and Ed Mattingly focuses on the success of customers who use them.

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We want to help transform the wider world’s meetings,  making them engaging co-creative spaces where people solve complex problems. We can't simply scale providing services - there are only so many weeks in a year and we appreciate staying small and focused - so given we cannot serve everyone (and not everyone has the same deep pockets of the leading technology companies who are our clients) we aim to provide useful affordable products that will scale.

 

​So while our services are expensive, our products are priced to be affordable by everyone. Thanks to the platform and a very high degree of AI-directed automation,  we can try to price every module under $25, so if a team is buying a tool for their toolkit it's going to cost less than  their coffee. 

 

 

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