DavidsonLearns serves the greater Lake Norman communities in the North Carolina Piedmont. In late 2016, our board recognized the need for major changes, including hiring an executive director and the development of a strategic plan. The Ballentine consultant provided a process framework that included inputs from all major stakeholders; led an executive retreat to establish strategic priorities and objectives; and facilitated a series of planning meetings which ultimately led to a clearly articulated five-year strategic plan. As a highly skilled practitioner, the consultant helped us challenge the status quo, better understand our strengths and weaknesses, overcome our doubts and build a strategic plan with clearly stated goals and objectives for our future.

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