Presentations / Proposals
proposal writing, design, concept, and strategy | CEO / executive support
In response to a move to be more agile, I proposed bringing the development and planning of ZS’s annual principal’s meeting in-house. Collaborating with internal events and content teams I developed the strategy, vision, theme, plenary sessions and schedule, as well as, at event activations. The initiative was approved and met with a $150,000+ in savings YOY.
Facing a struggling patient model, ZS Principal, Maria Whitman set out to disrupt and reimagine the patient journey. Working directly with Maria and leading the design team, I set up the content framework, visual concept and solutions, animations, and overall theme for Maria’s Reuters keynote deck. Learn More here
Brought on to assist Chicago agency, August Jackson execute on client Leadership Summit; I developed the project brief, event strategy, theme, visual direction, content base, video strategy and visual direction, led the team, worked directly with client stakeholders and presented to executive leadership.
I independently developed a comprehensive funding proposal from concept to completion for the CEO of the YMCA to present to the Halifax Hospital System. Inclusive of programming, strategy, and financials, the proposal outlined a request for support of structural improvements to YMCA facilities and included naming rights as part of the partnership strategy. As a result, Halifax pledged $500,000 toward the initiative.
In an effort to overcome logistical changes in response to the COVID-19 pandemic, I created a proposal for the Executive Director to present to Board of Directors of the DeLand YMCA as a means to avoid canceling DeLand Silent Auction. The event has historically been the highest fundraising effort annually. Shifting the event to a virtual model allowed for a prevented loss of approximately $20,000.
Tasked with growing Designs For Health’s annual CASI event I planned, created, themed, designed, and developed the event strategy, inclusive of site selection and content / marketing strategies. Pulling it all together I created the proposal and presented to the Board of Directors for approval. The board unanimously approved; setting a new standard for the event.