Qualifications of Our Project Team | OnStrategy

M3 Planning OnStrategy has a team of professionals with a solid understanding of the tasks necessary to facilitate and formulate an effective strategic plan. We have extensive experience working with clients in the areas of facilitating focus groups, online surveys, market research, the development and implementation of a strategic plan, and managing departments/task forces. We bring practical knowledge and understanding to an organization during the planning process and will effectively “coach” leaders to work through development and execution.

Erica J. Olsen – COO/Co-Founder

EricaDescription of Experience: Erica is author of the 2012 Strategic Planning Kit for Dummies (the 2nd edition she has written for Wiley Publishing) and co-founder and COO of OnStrategy. Through OnStrategy’s online client base and onsite strategic planning facilitation work, Erica has developed and reviewed hundreds of strategic plans for public and private entities across the country and around the world. Her work focuses on facilitating and developing strategic plans for her clients through internal and external assessments, strategic planning facilitations, and implementation. She has developed the format and the user interface for the award-winning OnStrategyHQ online strategic management system.

An engaging and experienced facilitator, Erica is frequently asked to address businesses, associations and governmental entities on subjects related to strategic planning and management. A few of her current clients include Boy Scouts of America, Biomet, City of Sparks, Miller Heiman, OnProcess Technology, North Slope Borough School District, Det’on Cho Corporation, and the US Naval Brig.

Erica has expanded her training and speaking to include locations around the world. She has facilitated a week-long training with GASCO Energy in Abu Dhabi on strategic planning and she has become a regular trainer in in Singapore, Dubai, Bahrain, Kuala Lumpur and Jakarta. Erica has been a lecturer at University of Nevada, Reno and University of Phoenix, Reno. Erica has been a department chair for business at the University of Phoenix and taught at the university level for over 5 years.

Areas of Competence: • Internal and external assessments • Facilitate community input forms • Facilitating and developing strategic plans • Facilitating executive team and board of directors retreats • Ability to plan, strategize, and provide practical wisdom into business development and performance

Education and Certification: • Master of International Management (MBA) • Bachelor of Arts in Communication • Author of Strategic Planning for Dummies and Strategic Planning Kit for Dummies • Certified Facilitator

Howard W. Olsen, Ph.D., CPA – President/Co-Founder

Howard OlsenDescription of Experience: Howard is a founder of OnStrategy. He is an entrepreneur with more than 30 years of business experience. In addition, he was an assistant professor of marketing at the University of Nevada, Reno and continues teaching one class each semester. He has taught at the university level for 16 years. Howard has had 20 years of consulting experience working with clients in the areas of market research, strategic planning, marketing, and financial management. He holds a Ph.D. in marketing and international business, and is a CPA.

Since 1986 Howard Olsen has been actively involved in developing and teaching business planning processes. His dissertation and course work formed the basis for developing the current strategic planning process and online system at OnStrategyHQ.com. It is both market focused and employs the Balanced Scorecard. The strategic planning system was developed through subsequent years of consulting work and teaching MBA marketing strategy at the University of Nevada, Reno.

Areas of Competence: • Conducting research for Key Stakeholders and Constituents groups • Strategy development • Financial Analysis as Certified Public Accountant • Developing marketing strategies • Teaching in small and large group settings • Facilitating strategic plans

Education and Certification: • Ph.D. in Marketing with international emphasis • MBA with Accounting concentration • BS with Finance major • Certified Public Accountant, State of Nevada

Jeff Brunings – VP Client Development

JeffDescription of Experience: With over 20 years of experience driving sustainable growth through communications, relationship management and business development, Jeff is a veteran in helping organizations succeed. Currently Jeff manages corporate development activities including sales, marketing, and operations. He’s driven the performance and brand for companies big and small, entrepreneurial and publicly-traded. With real-world experience in organizational strategy design and implementation, Jeff’s passion is to improve customer experience and empower growth.

Areas of Competence: • Sales and sales process • Persuasive communications • Sales enablement • Relationship development • Event management and sponsorships • Public speaking • Cross-functional collaboration • Team leadership and mentorship • Budgetary management

Education and Certification: • Bachelor of Science in Journalism from California State Polytechnic University

Kimberlie Perkins – Client Engagement Director

Kimberlie PerkinsDescription of Experience: Kim is a Client Engagement Director for OnStrategy with a focus on managing and facilitating the strategic planning process. Given her education and background in public administration, Kim specializes in the public sector, working with government agencies, nonprofits and school districts. Kim also manages the Corporate Social Responsibility process at OnStrategy. A few of her clients include Microsoft Communications Sector, Patagonia, Boy Scouts of America, Reno Tahoe Airport Authority, OnProcess Technology, Rhodes State College, North Slope Borough School District, Sovereign Nation of the Chitimacha Tribe of Louisiana and Discovery Museum of Northern Nevada.

In addition to her strategic management experience, Kim brings over 13 years of combined experience in the international travel industry, fundraising, grants management and recruiting. Her versatile skill-set and adaptability ties in well with OnStrategy’s wide array of clientele.

Areas of Competence: • Strategic Plan development and implementation • Internal and external assessment • Project Management, Facilitation, and Research • Nonprofit Management • Grant-writing

Education: • Master of Arts International Policy Studies/Certificate in Public Administration • Bachelor of Arts International Relations/Minor in Latin American Studies

Zach Yeager – Client Engagement Manager

Zach YeagerDescription of Experience: While working with clients through all phases of the strategic planning and implementation process, Zach draws on his experience working in both the private and public sectors. Prior to joining OnStrategy, Zach helped entrepreneurs and business owners start and grow their businesses by assisting with business planning, conducting market research, and developing market penetration strategies. Using his thorough understanding of business fundamentals, Zach ensures OnStrategy’s clients develop and implement strategies that result in market-leading performance.

Zach’s clear presentation style and ability to break down complex ideas into simple, easy-to-understand pieces ensures even those who are new to strategic planning understand and feel comfortable participating in the strategic planning process. At the same time, Zach’s ability to build consensus among organizational leaders and identify a clear path forward helps his most experienced clients efficiently and effectively take their organizations to the next level and beyond.

Areas of Competence: • Strategic plan development and implementation • Market research • Project management • Internal and external assessments • Process improvement • Identifying problems and finding creative solutions

Education: • Master of Business Administration • Bachelor’s Degree of Arts in Philosophy

Nancy D. Olsen – VP Business Development/Co-Founder

Nancy OlsenDescription of Experience: Nancy is a founder of OnStrategy and VP of Business Development. She works with clients in developing strategic plans for their businesses through an online planning system, consulting, and facilitations. Nancy has developed the format and the user interface for the OnStrategyHQ online planning system. She has championed the patent process through numerous revisions of the system. Nancy project leads and runs facilitations and strategic planning engagements for various businesses, nonprofits and governmental institutions. Nancy holds a MS in Education and an MBA in Management. She is the author of the books Strategic Planning Made Easy™ A Practical Guide to Growth and Profitability and Strategic Planning Made Easy™ for Nonprofits: A Practical Guide.

Areas of Competence: • Project Management • Facilitate community input forms • Facilitating and developing strategic plans • Ability to strategize, plan, and train in strategy development and execution

Education and Certification: • Masters in Business Administration • Masters in Education • Masters in Theology • Bachelors in Human and Community Sciences

Cammy Elquist LoRé – Client Engagement Director

Cammy Elquist LoRe'Description of Experience: Cammy brings more than 16 years of stakeholder engagement experience to help OnStrategy clients close the gap between strategy and execution. With a firm understanding of the role of information in developing strong internal and external business ties, Cammy designs and develops OnStrategy’s Customer Loyalty systems to help keep customers at the center of how strategic and operational decisions are made. Her civic engagement activities include being active as an Area 2 Mission Impact Chair for the Boy Scout of America and a lead researcher and analyst for Blue Star Families, a non-profit advocacy organization for military families around the world. She holds a dual major BA in Journalism & Anthropology and has a master’s certificate in Organizational Leadership.

Areas of Competence: • Project Management • Corporate Communications • Community Engagement • Brand Management • Internal and External Assessments • Event Management

Education and Certification: • Masters Certificate in Organizational Leadership • Bachelors in Journalism • Bachelors in Anthropology • Continuing Education Certificate in Project Management

Cory Podnar – Client Engagement Manager

Description of Experience: Cory is a Client Engagement Manager at OnStrategy. Prior to joining OnStrategy, Cory worked in business management and sales in the construction industry for nearly a decade after leaving the IT world. Looking for another change, he earned his MBA and moved into business counseling where he assisted small and regional size businesses with business planning, marketing planning, feasibility studies, strategy, and market research. He has written plans for small leisure businesses, large public projects with regional and national market research data analysis, and scalable entrepreneurial endeavors where special attention is given to different business phases.

Drawing on his experience and background, Cory ensures OnStrategy’s clients develop and implement strategies that result in market-leading performance. Cory has an MBA with a focus in entrepreneurship from the University of Nevada, Reno and a BS in Industrial Management with a focus in Management Information Systems.

Areas of Competence: • Strategic plan development, implementation, and execution • Market research • Project management • Internal and external assessments • Process improvement • Data Analytics

Education: • Master of Business Administration: Entrepreneurship Concentration ● Bachelor of Science in Industrial Management: Management Information Systems Option

Chelsea Voors – Client Engagement Manager

Sonia FolsomDescription of Experience: Chelsea is a Business Development Account Manager for OnStrategy working to facilitate and support business relationships with clients at every level of OnStrategy engagement. With experience in enhancing better business practices and systematizing business management through the use of software platforms, Chelsea is well versed in a wide variety of industries.

Chelsea proactively seeks to provide value to OnStrategy clients by aligning their needs with the appropriate OnStrategy services and helps to manage the customer experience, producing optimal results. Additionally, Chelsea works to support the Account Management team by conducting client assessments and synthesizing results in a usable format.

Areas of Competence: • Business management practices • Digital and traditional marketing• Internal and external assessment • Sales management • Team leadership

Education and Certification: • Master of Business Administration/ Emphasis is Educational Leadership • Bachelor of Science Marketing Management

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