Presented here in case story format are projects I've completed that aren't in my portfolio. They show you the value I can offer your firm with my external communications strategic solutions.

I display on this page only projects I've completed since 2012, but I've worked with clients to achieve their messaging objectives since 1997.

Image: Daan Stevens on Pexels

Research Papers

These were proprietary projects, so none of them identifies the client directly. But, these are case stories about actual projects I completed.

Corporate Communications and Content Strategy Projects

This section contains case stories of corporate communications strategy projects, and of a key component of corporate communications, editorial content strategy projects. A few are specific to enterprise finance industry clients, but a couple of others represent work I did with large nonprofits outside the finance industry. The skills used with the those nonprofit clients are transferable to mid-middle-market, large wealth management or private banking clients.

Communications Assessment for a Large Regional Nonprofit Organization

With its aging membership, the Episcopal Diocese of Atlanta struggled with attracting younger members. It recognized its need to transition to a fully digital presence, but did not know where to start. The venerable then-106-year-old, 56,000-member church with 109 worshipping communities engaged me to conduct a communications assessment. I provided them a report that became the blueprint for their digital transformation strategy, and it included a strategy for change communications program.

Targeting Internal Leaders for a Banking Industry Consultancy

This banking consultancy had to convince its banking leader clients of the importance of credit risk mitigation training for bank employees. I helped them create editorial content covering specific risk management pain points leaders faced. It showed readers how the consultancy's corporate training programs addressed and reduced mistakes that lead to client distrust and government sanctions. It also showed leaders to collaborate to create a risk mitigation culture.