Our Clients

Technology

  • AT&T Broadband, Chelmsford, MA (Training)
  • Bull Information Systems, Minneapolis, MN (Team Planning / Strategy Sessions)
  • C. R. Bard, Chelmsford / Atlanta / Phoenix (Leadership Training, Planning, Innovation Sessions)
  • ETEX Corporation, Cambridge, MA (Team Building, Training, Coaching)
  • Genome Therapeutics, Waltham, MA (Creativity Training)
  • GE Osmonics, Westborough, MA (Employee Engagement)
  • Panalytical, Westborough, MA (Coaching, Leadership Training, Marketing Meetings, Team Building)

Financial Services

  • Citizens Bank, Providence, RI (Open Space Strategy Sessions, Training)
  • Fidelity Investments, Boston, MA (Coaching, Leadership Training, Team Strategy Sessions)
  • FleetBoston / BankBoston, Boston, MA (Coaching, Training, Team Building)
  • Liberty Mutual, Boston, MA (Leadership Training)
  • Thomson Financial / Omgeo, Boston, MA (Coaching, Training, Team Building)
  • Chubb Group of Insurance Companies (Team Strategy Sessions)

HealthCare

  • Beth Israel Deaconess Medical Center, Boston, MA (Training)
  • Blue Cross Blue Shield – Boston, MA, Providence, RI and Newark, NJ (Coaching, Training)
  • Boston Medical Center, Boston, MA (Team Building)
  • Caritas Norwood Hospital, Norwood, MA (Leadership Training)
  • Dana Farber Hospital, Boston, MA (Team Building)
  • Harvard Pilgrim Health Care, Quincy, MA (Leadership Training, Team Strategy Sessions)
  • Neighborhood Health Plan, Boston, MA (Coaching, Training, Team Building)
  • New England Baptist Hospital (Training, Consulting)
  • Southcentral Foundation (Organizational Consulting)

Public Sector and Non-Profits

  • Boston Public Schools, Boston, MA (Coaching, Planning / Meeting Facilitation)
  • Cal State University, East Bay (Leadership Assessment and Training)
  • Cape Cod Commission, Barnstable, MA (Strategy Planning, Team Building)
  • County of Marin (Coaching, Facilitation)
  • MassDevelopment, Boston, MA (Leadership Training)
  • MassHousing, Boston, MA (Training, Team Building)
  • National Trust for Historic Preservation, Washington, DC (Conflict Resolution Training)
  • Peabody Essex Museum, Salem, MA (Training)
  • South Shore Community Action Council, Plymouth, MA (Planning Meetings, Training, Team Building)
  • Towns of Dennis, Yarmouth, Orleans, Sandwich, and Barnstable, MA (Planning / Strategy Meetings, Training)
  • Tufts University, Boston, MA (Coaching)
  • UMass Donahue Institute, Boston, MA (Training, Strategy Meetings)
  • International Fund for Animal Welfare (Executive Coaching & Team Facilitation)

Other Industries

  • Equal Exchange, West Bridgewater, MA (Training)
  • Global Organics, Arlington, MA (Consulting)
  • Hachette Book Groups, Boston / New York (Coaching, Leadership Training, Team Building)
Contact Us
San Francisco Bay Area:
(415) 234-6013
Boston:
(617) 306-0265
Email Us
Testimonials
"From the 360 evaluation and Myers Briggs assessment to taking those results and having Charlotte coach me in some areas for growth, the whole process was really helpful for me.  I think it made a real difference in my performance and in my confidence in working with my new direct reports, and others in the Organization.

It was interesting to see how my self-evaluation differed in some ways from how others perceived me, and how my strengths and challenges related to the Organization's priorities for its leaders.  Working with Charlotte, I developed an Individual Development Plan that included broad things like what I wanted my leadership presence to look like in my new role and with my new direct reports.  She also had me use a feedback template to gain confidence in providing regular feedback.  She  encouraged me to set up regular meeting for my direct reports, even when they are doing well, which has proven to be very successful.

She was extremely helpful in coaching me through designing a Leadership 3-day training session I was responsible for.  Using the Facilitation At a Glance book, with her advice,  have proven very useful for designing and facilitating other meetings since.

I think working with Charlotte is just terrific for somebody who is very motivated to do the work and needs someone to help guide and coach them.  She provides the accountability to make changes.  She didn't do the work for me, but I don't think I could have done it all alone."

Director at an International Non-profit