Annual Strategic Advisory Partnership with Tracey Lloyd (12 Sessions, 2 Sessions for Free)

Description

Annual Strategic Advisory Partnership

with Tracey Lloyd

This is a high-impact, year-long strategic advisory partnership designed for leaders and organizations navigating complexity, growth, and meaningful impact.

Over 12 months, you’ll work closely with Tracey Lloyd — a Bronze Star–decorated combat veteran, former senior retail executive (Walmart, Bloomingdale’s, JCPenney, LVMH/Starboard), and Executive Director of the Emily J.T. Perez Foundation — as your trusted strategic thought partner.

This is not coaching in the abstract. It’s real-world leadership strategy, grounded in:

• Corporate P&L ownership and multi-unit operations

• Nonprofit governance, capacity building, and program design

• Deep lived experience as a woman veteran navigating high-pressure leadership

• Resilience-informed leadership and sustainable performance

This partnership is designed to help you think more clearly, lead more intentionally, and execute with confidence—over time, not just in a single conversation.

Who This Is For

This annual partnership is ideal for:

• Nonprofit executives & founders seeking ongoing guidance on strategy, capacity, funding, and leadership sustainability

• Corporate leaders & ERG executives building long-term initiatives supporting women veterans, leadership development, or resilience

• Founders & purpose-driven CEOs managing growth, burnout risk, and operational complexity

• Senior & emerging leaders stepping into expanded responsibility and wanting a trusted advisor in their corner

If you’re carrying a lot, making high-stakes decisions, and want consistent strategic support—you’re in the right place.

What We Work On (Over the Year)

Your partnership is fully customized and evolves with you. Common areas of focus include:

• Annual and quarterly strategic planning & prioritization

• Navigating leadership transitions, promotions, or organizational inflection points

• Designing, refining, or scaling leadership, resilience, or workforce programs

• Capacity building for nonprofits and mission-driven organizations

• Board, executive, and stakeholder dynamics

• Preventing burnout while sustaining high performance and impact

• Aligning mission, operations, and resources over time

This is space to think strategically, pressure-test decisions, and stay grounded as conditions change.

What’s Included

Your Annual Strategic Advisory Partnership includes:

✅ Quarterly deep-dive strategy sessions (60 minutes each, 1:1 via Zoom)
✅ Monthly advisory check-ins (30 minutes) to maintain momentum and clarity
✅ Priority email access for strategic questions between sessions
✅ Session summaries & action notes following each quarterly session
✅ Annual strategic reflection & forward-planning session to close the year strong and set direction for what’s next

(Exact cadence can be adjusted slightly based on your needs.)

How It Works

1. Purchase the Annual Strategic Advisory Partnership on our website.

2. Complete a comprehensive intake to establish goals, context, and priorities.

3. Begin your quarterly and monthly sessions with Tracey over Zoom.

4. Receive ongoing guidance, perspective, and strategic clarity throughout the year.

5. Conclude with a year-end reflection and forward-looking plan.

Session Focus & Key Takeaways

Over the course of the year, clients consistently report:

• Greater strategic clarity and confidence in decision-making

• Stronger alignment between values, leadership style, and execution

• Reduced overwhelm and burnout risk

• More intentional use of time, energy, and resources

• Feeling supported, grounded, and less alone in leadership

This partnership is about sustainable leadership—not just surviving the role, but leading it well.

FAQ

Q: Is this for individuals or organizations?
A: Both. Some clients engage personally; others do so as leaders of nonprofits, corporations, or initiatives.

Q: Can my leadership team participate?
A: This offering is designed as a 1:1 advisory partnership. For team engagements or workshops, we’re happy to develop a custom proposal.

Q: What if my needs change mid-year?
A: That’s expected. The partnership is flexible and adapts as your priorities evolve.

Q: What is your rescheduling policy?
A: Sessions may be rescheduled with at least 24 hours’ notice. Missed sessions without notice are considered completed.