Work samples

Resources

A working library of analyses, dashboards, methodology, and program toolkits drawn from recent engagements. Use them as reference, or as a look at how the work actually gets done.

Analyses

Program analyses

Diagnostic write-ups across membership, retention, advancement, geography, training, service, and operations — the kind of structured situation assessment that frames a program plan.

Membership AnalysisDOCX Retention AnalysisDOCX Advancement AnalysisDOCX Geographic AnalysisDOCX Training AnalysisDOCX Service Hours AnalysisDOCX OA AnalysisDOCX TYS AnalysisDOCX District Operations — ConsolidatedDOCX

Dashboards

Interactive dashboards

Self-contained HTML dashboards built to give a leader the picture in one screen — KPIs, district roll-ups, scorecards, and progression views. Open any of them directly in the browser.

ComputerReach KPI — YTD Apr 2026HTML District DashboardHTML Sequoyah Lodge DashboardHTML Unit Health ScorecardHTML Eagle Progress DashboardHTML Methodology Handbook — Visual MockupsHTML

Methodology

Methodology handbook

The underlying approach — how engagements get scoped, structured, and run. Companion to the visual mockups in the Dashboards section above.

Methodology Handbook — With VisualsDOCX

Thrive Toolkit

Program operating toolkit

Twenty-one templates, guides, and worksheets organized into six working areas — from district relations and communications through event planning, training, and creative programming. Drop-in artifacts for running a healthy program.

Chapter & District Relations

T1 — District Roundtable Report TemplateDOCX T2 — Chapter Chief Talking Points GuideDOCX T3 — Monthly Outreach ChecklistDOCX T4 — District Key 3 Email TemplatesDOCX T5a — OA Presence at District EventsDOCX T5b — OA Presence at Council EventsDOCX

Training & Development

T6 — LLD Training Topic Selection & PlanningDOCX T7 — Training Session Design TemplateDOCX T8 — Officer Orientation Facilitator GuideDOCX T8 — Officer Orientation Facilitator GuidePDF T9 — Training Evaluation & Feedback FormDOCX

Communications

T10 — 12-Month Communications CalendarXLSX T11 — Social Media Content Calendar & SyncDOCX

New Event Planning

T12 — Event Concept Proposal TemplateDOCX T13 — Master Checklist & TimelineXLSX T14 — Event Budget TemplateXLSX T15 — Event Run-of-Show TemplateDOCX T16 — Post-Event After-Action ReviewDOCX

Creativity

T17 — Lodge Shark Tank Event GuideDOCX T18 — Create Night Facilitation GuideDOCX

PMP Dashboard

Sequoyah Lodge PMP DashboardHTML

Working together

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