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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).

Shared Vision also creates tools—the Shared Vision Toolkit—so other teams can use the same tools and techniques to design and deliver their own co-creative and collaborative meetings. I act as Chief Product Officer, and our other co-founder, Merralee Retallick—our Chief Operating Officer and Chief Platform Officer—makes the products available. Patricia Hadzinski is both a Design-Centric Facilitator and our Chief Marketing Officer, launches and markets them, building awareness. Ed Mattingly, when not designing and facilitating is our Chief Customer Success Officer, focusing on the success of customers who use them.

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

So while our services are expensive, our products are priced to be affordable by everyone.  We all build the products and thanks to the platform and a very high degree of AI-directed automation, we can price every module under $30, so a tool for your toolkit costs less than lunch for the team when they meet to use it.

 

 

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