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.

We've worked with clients from global business, entrepreneurial startup, small business, community foundation, regional & national nonprofit, college & university, federal & regional government and coaching individuals, teams and groups on leadership, executive development, change management, career transition, etc. 

Review our capability statements

"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

Highlights of Client Work

Established in 2024, X-Roads Advisory has worked with clients from global business, entrepreneurial startup, small business, community foundation, regional & national nonprofits, college & university, federal & regional government and coaching individuals, teams and groups on leadership, executive development, change management, career transition, etc.

Below are some examples of our work.

CLIENTS

  • Augusta Health, Blue Ridge Community College, 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), DC Bar, James Madison University’s (JMU) Institute for Constructive Advocacy and Dialogue, JMU’s Office of Economic and Community Development, JMU’s School of Professional and Continuing Education, 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, 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

COACHING

Change Management, Leader & Career coaching

  • Career coaching with individuals (1:1 & 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 
    • 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 (one-on-one, team & group coaching)
    • Executive leader at global media company about leadership presence, navigating change, managing up and career development
    • Executive leader at trade association on professional development and leadership
    • Scientists 1:1 at NIH’s Division of Pre-Clinical Innovation within the National Center for Advancing Translational Sciences (NCATS) on career & 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! 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

CONSULTING 

Thoughtful, strategic, bespoke & hands-on approach to

  • Create & establish 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
  • Develop 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
  • Created & developed succession planning & board development program with Renewing Homes of Greater Augusta
  • 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


 RETREATS & OFFSITES

Designed, developed & facilitated retreats

  • Brain Injury Center of Shenandoah Valley focused on team building with Executive Director and staff
  • 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
  • The 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
  • The 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

 

FACILITATING, 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 your Team as a Leader at Blue Ridge Community College
  • Coaching as a Manager workshop for employees at Augusta Health
  • 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; at Blue Ridge Community College; for Association of Fundraising Professionals Shenandoah Valley Chapter
  • Resilience: An Introduction to Better Understand Yourself and Your Life Experiences at Blue Ridge Community College

Facilitation

  • Community building dinner event with local nonprofit leaders & participants at Startup Champions Network annual conference
  • 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. (Facilitation)
  • Next Generation Governance Initiative sessions over 2 years with cohort of Nonprofit leaders & next generation community volunteers in partnership with the Community Foundation of the Central Blue Ridge
  • Roses & Thorns session at Startup Champions Network annual conference with Shenandoah Community Capital Fund (facilitation)
  • 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. (Facilitation)
  • StartUp Experience breakout groups with high school students with Shenandoah Community Capital Fund (facilitation)

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