Capabilities: Partners & Highlights

Trusted Partner

Our mission - to empower people to navigate change, grow with purpose, and build resilience - is the same, while the approach is custom to the client, circumstances and capacity.

Below check out our partners and highlights of client engagements.

Review our capability statements for business, nonprofit & individual & government.

Check out some testimonials through site and more here.

We've worked with clients from global businesses, entrepreneurs, startups, small businesses, community foundations, regional & national nonprofits, college & university, federal & regional government and coaching individuals, teams and groups on leadership, team & organizational dynamics, executive development, change management, career transition, etc.

"I am so appreciative of your support and guidance through this entire process. It has made a world of difference in feeling prepared for this big leap!”

-career coaching client

Click to book your discovery call today.

Outcomes

Established in 2024, X-Roads Advisory has worked with clients from global business, entrepreneurial startups, small businesses, community foundations, regional & national nonprofits, colleges & universities, federal & regional government and coaching individuals, teams & groups on leadership, executive development, change management, career transition, communication, organizational dynamics, etc.

We focus on outcomes at the individual, team, group, organizational & community levels.

✅ Strengthened Teams – Guided strategic planning, clarified governance roles, and improved board engagement across arts, education, and human services organizations.

✅ Enabled Organizational Change – Led change management efforts that supported teams through transitions, culture shifts, and new initiatives.

✅ Developed Leaders & Staff – Coached executives, emerging leaders, groups, teams & career-transitioning individuals to raise awareness, clarify accountability, and build enduring habits.

✅ Facilitated Effective Retreats & Conversations – Designed and led retreats that engaged teams to align on purpose, values, priorities, and decision-making.

✅ Enhanced Strategic Communication – Built messaging and engagement strategies that supported mission alignment, program clarity, and trust across stakeholders.

Below are some examples of our work.

CLIENTS

Augusta Health, Blue Ridge Community College (BRCC), Blue Ridge Area Food Bank, Brain Injury Connections of the Shenandoah Valley, City of Harrisonburg, City of Waynesboro, Colonnade Club of the University of Virginia, Community Foundation of the Central Blue Ridge, Community Health Network of Western North Carolina (CHNWNC), D.C. Bar, Dynamic Aviation, James Madison University’s (JMU) Institute for Constructive Advocacy and Dialogue, JMU’s Office of Economic and Community Development (OECD), JMU’s School of Professional and Continuing Education, JMU's University Economic Development Council (UEDC), NIH's National Cancer Institute (NCI), NIH’s National Eye Institute (NEI), NIH's National Center for Advancing Translational Sciences (NCATS), Project Grows, Renewing Homes of Greater Augusta, ShenanArts Theater, Shenandoah Valley Airport, Startup Champions Network, StartUp Experience, Staunton Music Festival, Wayne Theatre, Waynesboro Symphony Orchestra, USO (United Service Organizations), Valley Children’s Advocacy Center, Vector Industries, Woodrow Wilson Presidential Library & Museum, Wintergreen Adaptive Sports, YMCA of Staunton Augusta and Waynesboro

STRATEGIC PARTNERS

Big Tent Consulting, Center for Nonprofit Excellence, Community Foundation of the Central Blue Ridge, Schuler Solutions, Shenandoah Community Capital Fund

AFFILIATE PARTNERS

When you purchase, X-Roads Advisory may earn a commission.

360° Assessments: Email George for details.
Assessments 24x7: Email George for details.
Better World Books
DISC assessments: Email George for details.
Gamma AI
Hogan Assessments: Email George for details.
Positive Psychology
PrinciplesUs & PrinciplesYou: Email George for details.

COACHING

Change Management, Leader & Career coaching

Career transition coaching
- With individuals (1:1) and groups (group coaching) to navigate transitions & explore what’s next using a GROW model from variety of industries, including academia/ higher edu, arts, banking & finance, entertainment & media, government, healthcare, pharma, nonprofit/ NGO, small business, tech, trade associations, etc.
Executive & Leadership Coaching
- Board chair of regional arts organization on change management, organizational development & leadership
- Board Chair & Executive Director of nonprofit focused on workforce development for people with disabilities about opportunity development, board development and future planning (team coaching)
- Board Chair & Executive Director of national nonprofit on organizational strategy, opportunity development and shared governance (team coaching)
- Board Chair & Executive Director of regional nonprofit on opportunity development, shared listening and risk taking (team coaching)
- Board of Directors of regional arts organization on interpersonal relationships, awareness & change management (team coaching)
- CEO of quasi-government institution on change management, organizational development & leadership
- CEO of regional healthcare organization on startup, building infrastructure, board engagement & leadership
- Emerging leader and first time people manager at NIH’s National Center for Advancing Translational Sciences (NCATS) on career & leadership development
- Executive in academia on organizational change, team development, managing up, own leadership and career transition to nonprofit sector
- Executive Directors of nonprofit organizations on change management, organizational development & professional development (1:1, team & group coaching)
- Executive leader at global media company about leadership presence, navigating change, managing up and career development
- Executive C-suite leader at international nonprofit on professional development, leadership and transition to new organization
- Executive Director of regional arts organization on change management & leadership development
- Executive C-suite leader at regional nonprofit on professional development using DISC, awareness and transition to new organization
- Executive leader at regional nonprofit on professional development using DISC, awareness and leadership development for transition to C-suite leader
- Executive leader at trade association on professional development, awareness using PrinciplesYou, and leadership
- Scientists 1:1 at NIH’s Division of Pre-Clinical Innovation within the National Center for Advancing Translational Sciences (NCATS) on career navigation & leadership development
Entrepreneurs & Small Business
- Group coaching with cohort of 10 entrepreneurs & startup leaders of Black & Brown Owned Business Leaders on business lifecycle, peer support, best practices and collaborative problem solving in the "hot seat" with lightning rounds as part of City of Harrisonburg Economic Development Black & Brown Owned Business Growth Program (B³)
- Small business leaders, entrepreneurs, and nonprofit leaders at individual and organizational levels
- Small business owner on professional development, identifying opportunities, accountability and actions

CONSULTING

Thoughtful, strategic, bespoke & hands-on approach to

Advised a quasi-government institution on change management, organizational development & leadership as it prepares for strategic planning and succession planning
Consulted, advised and engaged Board members and Executive Director about strategic planning and organizational development at Wintergreen Adaptive Sports
Created & developed succession planning & board development program with Renewing Homes of Greater Augusta
Created & established guides, tools, templates and best practices for organizational and executive communications at NIH’s National Eye Institute (NEI) as project lead and subject matter expert across data collection, assessment, analysis, recommendations, development of deliverables, adoption & training
Developed a coaching program for civility at NIH’s National Cancer Institute (NCI) as subject matter expert across data collection, assessment, analysis, recommendations, development of deliverables, adoption & training
Develop, lead & project manage Next Generation Governance Initiative, a 2 year cohort of leaders from 12 nonprofits + next generation community volunteers in partnership with Community Foundation of the Central Blue Ridge

FACILITATION & DESIGN

Designed, developed & facilitated group dynamics and team discussions

Brain Injury Center of Shenandoah Valley focused on team building with Executive Director and staff
Blue Ridge Area Food Bank’s leadership development all day session with top 26 leaders to raise awareness about own leadership style based around DISC, what others’ might need, how to adapt styles for better communication and relationships grounded in shared values, and coaching as a manager.
Colonnade Club at the University of Virginia for strategic planning focused on values development and alignment, strategic and generative board meetings and building momentum for ongoing development with Board of Governors and Executive Director
Community building dinner event with local nonprofit leaders & participants at Startup Champions Network's annual conference
Next Generation Governance Initiative for 9 sessions over 2 years with cohort of Nonprofit leaders & next generation community volunteers in partnership with the Community Foundation of the Central Blue Ridge
Renewing Homes of Greater Augusta for succession planning & board development with Board & Executive Director
ShenanArts Theater series of sessions focused on strategic planning, team building, including revision of mission, vision and values and foundation for operational plans with Board & Executive Committee
Roses & Thorns session at Startup Champions Network annual conference with Shenandoah Community Capital Fund
Shenandoah Valley Collaborative Economic Summit 2024 breakout groups with James Madison University’s (JMU) Institute for Constructive Advocacy and Dialogue on behalf of JMU’s Office of Economic and Community Development
Shenandoah Valley Collaborative Housing Study Session with community leaders to take action on study developed by Central Shenandoah Planning District Commission (CSPDC) and sponsored by JMU’s Office of Economic and Community Development
Shenandoah Valley Nonprofit Forum Fundraising Insights & Collaborative Problem-Solving Session with a talented panel of experts to share context, and engage with other nonprofit leaders in smaller community circles to offer ideas to an issue raised by a leader in the hot seat with lightening rounds facilitated by area professionals sponsored by JMU’s Office of Economic and Community Development
StartUp Experience breakout groups with high school students with Shenandoah Community Capital Fund
University Economic Development Council (UEDC) at JMU for mission revision, value proposition, identify early wins, operationalize growth & improvement plan, and optimize meetings of UEDC
Wayne Theatre for strategic planning and team building focused on board engagement and alignment for next steps
Waynesboro Symphony Orchestra for strategic planning and action focused on advancing planning and action

TEACHING & TRAINING

Develop, design, draft and teach

Building Better Boards: Recruiting to Give and Get workshop for nonprofit leaders sponsored by the Community Foundation of the Central Blue Ridge
Building Better Boards: Roles & Responsibilities at Blue Ridge Community College
Building Better Boards: Meetings & Planning for Purpose workshop for nonprofit leaders hosted by Staunton Innovation Hub and at Blue Ridge Community College
Building Better Boards: Onboarding Your Board at Blue Ridge Community College
Building Better Boards: Retaining & Engaging Leaders at Blue Ridge Community College
Building Management Muscles Series at Blue Ridge Community College
Change Management: Leading through Change at Blue Ridge Community College
Coaching as a Manager at Augusta Health
Coaching for Human Resources at Dynamic Aviation
Coaching your Team as a Leader at Blue Ridge Community College
Culture: Strategic Priority & Your Role as a Leader at Blue Ridge Community College
Emotional Intelligence (EQ): Why EQ Matters to Manage at Blue Ridge Community College
Essential Leadership Series at Blue Ridge Community College
Foundations of Project Management & Team Communications course for corporate clients (Merck & Co.) and public through James Madison University
Meetings: Making Better Use of Meetings at Blue Ridge Community College
Mindfulness: An Introduction to Attention and the Now at Blue Ridge Community College
Networking for Connections: Degrees of Kevin Bacon workshop for employees at Augusta Health, Blue Ridge Community College, and Association of Fundraising Professionals Shenandoah Valley Chapter
Resilience: An Introduction to Better Understand Yourself and Your Life Experiences at Blue Ridge Community College