iBossWell Clients

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  • “Six or seven years ago, you helped us develop an organizational framework to guide us toward an unknown future. The future is still as unknown as ever, but the framework has helped us immensely to know where we are trying to go and whether we are making progress in getting there. And that’s worth a lot. “

    Elizabeth Richardson Center, Springdale, AR

  • “Thanks for continuing to invest in improvements to this terrific system. We look forward to continuing to refine and gain more experience with the tool.”

    American Pharmacists Association

  • “Thanks so much for your energy, enthusiasm and quality of effort that went into your work for ACCP at the Executive Committee meeting and the Board meeting today. The most common remark that I heard from Board Members was that “this is really good, and it’s just what we needed.”

    American College of Clinical Pharmacology, Rockville, MD

  • “It would not have been nearly as successful without your leadership and continued reinforcement of the importance of alignment between strategy/tactics/culture AND leadership!!!”

    FDA Office of Clinical Pharmacology

  • “I’ve seen few facilitators so effective in managing large, diversely skilled groups. You did an amazing job of handling the process. I know you’ve made a wonderful contribution to this group.”

    Arts Council of Metropolitan Kansas City

  • “The retreat developed brilliantly over the 3 days & your input was vital. The highlight was clearly this session on conflict resolution as by then the group had bonded together in a nice way & could come to terms with some serious issues that were hiding under the surface.”


  • “This was our best board retreat ever. I thought there was good participation and give and take, that everyone seemed connected and energized for supporting the organization. I believe they all left the meeting with more energy than when they started, which is my primary criteria for the success of a board retreat.”

    Elizabeth Richardson Center, Bentonville, AR

  • “You’re doing a great job with a highly-spirited AND diverse group. We seem to be coming from 2 different directions… you are making both ends meet in the middle. Just keep keeping us on track.”

    Kansas City Jewish Museum

  • “As always, your interventions and instructions were right on target, and they voiced a growing appreciation for the value you have added to us. Literally, we would not be nearly where we are if not for your consultation and encouragement over the past three to four years.”

    Elizabeth Richardson Center, Bentonville, AR

  • “Thank you so much for listening and coaching me today. You were very helpful and gave me some new insights!! I’ve not had an opportunity like this in the past – its motivated me to read and try out some new approaches. Thanks for caring. Wish me luck!”

    Senior Manager, Center for Disease Control, U.S. Government

  • “I am very grateful for the work that you have done with me as Executive Director/CEO and the overall staff team. Your coaching has increased my self-awareness and provided me with guidance and tools to do things in a different way. I have eased up on my perfectionist tendencies and have celebrated accomplishments and successes while still learning and growing from challenges. All very good. Finally, the team has benefited from your coaching, professional development work with the group such as the communications style and finally the strategic plan.”

    CEO of a National Credentialing Organization

  • “The greatest value WePlanWell brings is that the plan is now a living document. It’s accessible to multiple people, which makes sharing information about where we stand on implementation very transparent. Because we’re CARF accredited, the assessment and reporting functions are vital. Before WePlanWell, we’d spend hours assessing and documenting progress and activity, now we can do an assessment and immediately print out a color-coded dashboard report. It’s like this giant speed bump has been removed from our path. And because we’re doing these assessments at least quarterly, and have this snapshot of how we’re performing, we can identify issues or problems and implement changes quickly. The tool is so easy to use we can focus on implementing the plan and not on the clerical tasks of documenting and updating it.”

    Elizabeth Richardson Center/Social Services

  • “As we continue to expand our Board of Directors at HappyBottoms one of the best recruiting tools we have is to share our Strategic Plan in WePlanWell. Not only does it help the prospective Board Member know what we hope to do it shows how we track our progress every quarter.”

    Happy Bottoms

  • “Literally, we would not be nearly where we are if not for your consultation and encouragement over the past four years. Organizationally, we are in the best shape we have been in since I have been here.”

    Elizabeth Richardson Center/Social Services

  • “It amazes me how you can take mountains of information and bring it all together in a clear concise report.”

    The Family Conservancy, Social Services/Early Childhood Education

  • I am quite blown away by the amount of work we were able to accomplish, the quality and pace of your presentation, and I’m really happy about where we are positioned now that we’ve identified the major “rocks” in our Strategic Plan.

    CASA, Northwest Arkansas

  • “A powerful lesson we learned from the strategic planning process was not to try to be ‘all things to all people, The strategic planning process helped us identify who we wanted to be. It not only enabled us to rename ourselves and prepared us to celebrate our 125th anniversary but also it later helped us refine our core competencies. Really what occurred was a culture change. Through a highly involved process of working with staff from the agency and our Board, we have weathered the economic downturn and stayed focused.”

    The Family Conservancy, Kansas City, KS

Arts & Culture

Arts Council of Metropolitan Kansas City
Business Committee for the Arts-KC
Charlotte Street Foundation
Epsten Gallery at Village Shalom
Folly Theater
Kansas City Ballet
Kansas City Repertory Theatre
Kemper Museum of Contemporary Art
Lied Discovery Children’s Museum – Las Vegas, NV
Long Island Children’s Museum – Long Island, NY
Mid-America Arts Alliance


American Association of Colleges of Pharmacy-Alexandria, VA
American College of Clinical Pharmacology – New York
American Pharmacists Association – Washington DC
California Pharmacists Association – Sacramento, CA
DONA International – Indiana
Missouri Pharmacy Association – Jefferson City, MO
Nonprofit Connect


Benton County Sunshine School – Bentonville, AR
Center for the City – University of Missouri – Kansas City
Dakota Boys & Girls Ranch-Fargo, ND
HeadStart – Shawnee Mission KS
LULAC National Education Service Centers
Ohio Northern Univ. College of Pharmacy – Ada, OH
Sunshine School – Rodgers, AR
The New School – Fayetteville, AR
University of Missouri – Kansas City – Office of University Advancement
University of Missouri – Kansas City – School of Pharmacy
University of Missouri – Kansas City – Friends of Library
Univesity of Rhode Island College of Pharmacy – Kingston, RI
University of Southern California – School of Pharmacy – Los Angeles, CA
Wildwood Outdoor Education Center


American Academy of Family Physicians Foundation
American Pharmacists Association Foundation – Washington DC
American Society of HealthSystems Pharmacists Foundation (ASHP/F) – Bethesda, MD
California Pharmacists Association Educational Foundation – Sacramento, CA
Care Foundation – Northwest Arkansas – Springdale, AR
Community Foundation – Northwest Arkansas – Springdale, AR
Foundation for Managed Care Pharmacy – Alexandria, VA
Health Care Foundation of Greater Kansas City
Jewish Community Foundation
Johnson County Library Foundation
Shumaker Family Foundation
SkillBuilders Fund
Starr Education Committee – UMKC
UMKC Pharmacy Foundation
Women’s Foundation of Greater Kansas City


Center for Disease Control – Office of Enterprise Communications – Atlanta, GE
Food and Drug Administration – Office of Clinical Pharmacology – Silver Spring, MD
Johnson County (KS) Department of Health & Environment
Johnson County (KS) Developmental Supports
Johnson County (KS) Human Resources
Johnson County (KS) Human Services & Aging
Johnson County Library
Kansas City Police Department & Board of Police Commissioners
Kansas-State Department of Health & Environment – Topeka, KS

HealthCare Delivery & Support

Board of Pharmacy Specialties – Washington, DC
Center for Medical Technology Policy – Baltimore, MD
Clay County (MO) Public Health Center
Cowley County Public Health Department – Winfield, KS
FirstGuard Health Plan
Healthways, Inc. – Nashville, TN & Honolulu, HI
Lifeline – NW Arkansas – Bentonville, AR
Healthways, Inc. – Nashville, TN & Honolulu, HI
Kaiser Permanente – Los Angeles, CA
Kansas Health Institute – Topeka, KS
Kansas Health Matters – Topeka, KS
Ku Aloha Ola Mau – Honolulu, HI
Lifeline of NW Arkansas – Bentonville, AR
Medimetrix, Inc. – Cleveland, OH
Miles of Smiles
North Kansas City Hospital
Northland Healthcare Access
Northland Health Alliance
Pharmacy Technician Certification Board – Washington, DC
Platte County Health Department
Samuel U. Rodgers Health Center
Sedgwick County Health Department – Wichita, KS
Swope Community Enterprises (Swope Parkway Health Center)
The Research Foundation

Social Services

Alphapointe Association for the Blind
American Red Cross NW Arkansas – Rogers, AR
Blue Valley Industries
CASA NW Arkansas – Springdale, AR
Child Abuse Prevention Association (CAPA)
Community Housing Wyandotte County (CHWC)
Community LINC
Domestic Violence Network
Elizabeth Richardson Center, Springdale, AR
Food Basket – Hilo, HI
Friends of Johnson County Developmental Supports
Friends of Johnson County Nursing Center, Inc.
Habitat for Humanity West Hawaii – Kona, HI
Happy Bottoms
Horses for Healing – Bentonville, AR
Jewish Family & Children Services
Kansas City Public Library
Legal Aid of Arkansas – Jonesboro, AR
Lifestyles – Springdale, AR
Missouri Foster Care & Adoption Association (MFCAA)
Neighborhood Housing Services (NHS)
Nemaha County Training Center – Seneca, KS
Niles Home for Children
Northwest Arkansas Children’s Shelter – Bentonville, AR
Open Avenues – Bentonville, AR
Peace at Home Shelter – Fayetteville, AR
The Family Conservancy
The Mission Project
United Way – Heart of America Chapter
Westside Housing Organization
YWCA – Greater Kansas City

Other Business/Corporate

Fleishman-Hillard – Public Relations
Shughart Thomson & Kilroy – Law Firm
LaserCycle Office Print Solutions
AstraZeneca Pharmaceuticals – Wilmington, DE
EMD Pharmaceuticals – Durham, NC
Merck KgaA – Darmstadt, Germany
Novartis Pharmaceuticals, Basal, Switzerland