Consulting

Our approach to consulting focuses on creating both high-performing and high-functioning organizations and teams. Leaders of every organization are charged with driving high productivity, efficiency and results. How they do it matters. A high-functioning organization is one that cultivates a deliberate culture that inspires trust, healthy collaboration and a commitment to excellence. We believe that strategy and culture work together to create sustainable success. Purpose Journey® consultants and coaches help leaders and teams develop their unique roadmap to success – aligning the right processes, cultivating the right behaviors, and implementing powerful practices and tools that thread into day-to-day operations. Throughout the website, you will see detail on the following areas of our consulting focus:

Organizational Culture

  • Cultural assessments and road-mapping
  • Defining/refining vision, mission, and values and supporting behaviors
  • Strategic planning with goals, roles, responsibilities, and accountability framework
  • Cultural/people processes, tools, metrics and implementation support
  • Talent selection and performance management
  • Change management

Leadership Development and Team Effectiveness

  • Training and development needs assessment and strategy
  • Leadership gaps/strengths/opportunities assessment and strategy
  • Team effectiveness gaps/strengths/opportunities assessment and strategy
  • Communication, collaboration and conflict management processes
  • Diversity and inclusion strategy and implementation
  • Employee resource groups, wellness and special initiatives

Stakeholder/Employee Engagement and Strategic Communications

  • Stakeholder mapping and relationship strategy
  • Message development and implementation (internal and external)
  • Strategic alliances and coalition-building
  • Crisis, issues and reputation management
  • Business writing and executive communications
  • Media relations strategy and media training

Small Business Consulting

We are passionate about helping small and medium size businesses have access to the same organizational development opportunities larger companies have. We work closely with business owners and leaders to develop high impact strategies with an implementation plan that fits your budget and leverages internal resources, where it makes sense to do so. Our flexible retainer engagements allow small businesses to secure ongoing access to consulting, coaching, training and other professional services.

Client Testimonials

“Our team at the Family Wealth Planning Group of Raymond James had the pleasure of working with Lisa Gruenloh to develop the mission, vision and values of our organization.   Over the past several years, we had created variations of these guiding principles, however, they often became stale and unproductive.  Lisa took our team through a unique and manageable process that allowed us to explore what was important to us as individuals and how that translated into the future direction of our business. “Lisa’s professionalism and unique style engaged every member of our team, ensuring their voices were heard, while respecting the vision of the firm’s leadership.    With Lisa’s help, we have woven these guiding principles into every interaction we have with our clients, staff, and the community.  This strong foundation and commitment to achieving our long-term objectives has made a significant impact on the focus and growth of our business.  Lisa has become a trusted decision making partner and voice of wisdom for us as we continue to take our business to the next level. ” Nadia Kathleen Keric, CFP

The Family Wealth Planning Group, Raymond James

“Lisa has an aptitude for individual, organizational and team dynamics that lead to high performance. Her ability to immerse herself in complex situations and define measureable solutions makes her stand out from the masses of consultants. She has an exceptional track record for delivering results that matter and sustain. She’s my go-to person for team development issues.” E. Douglas Grindstaff II

CEO-in-Residence, Carnegie Innovations

Client Testimonials

“Our team at the Family Wealth Planning Group of Raymond James had the pleasure of working with Lisa Gruenloh to develop the mission, vision and values of our organization.   Over the past several years, we had created variations of these guiding principles, however, they often became stale and unproductive.  Lisa took our team through a unique and manageable process that allowed us to explore what was important to us as individuals and how that translated into the future direction of our business. “Lisa’s professionalism and unique style engaged every member of our team, ensuring their voices were heard, while respecting the vision of the firm’s leadership. With Lisa’s help, we have woven these guiding principles into every interaction we have with our clients, staff, and the community.  This strong foundation and commitment to achieving our long-term objectives has made a significant impact on the focus and growth of our business.  Lisa has become a trusted decision making…
Nadia Kathleen Keric, CFPThe Family Wealth Planning GroupRaymond James

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