Services
How I Help Data Leaders in Mission-Driven Organizations
Whether you're a newly appointed CDO, building a data governance program, or navigating AI strategy, I've been where you are - and I can help.
I work with government agencies, universities, non-profits, foundations, and companies serving the public good. What matters isn't your sector - it's your mission.
CDO Advisory Retainer
Your Experienced Guide Through the First Year
Being a Chief Data Officer is one of the toughest leadership roles. You're building a new function, navigating politics, managing technical debt, and expected to show results fast. Having someone who's been there before changes everything.
What This Isn't:
❌ Generic consulting that bills by the hour
❌ Junior consultants delivering cookie-cutter frameworks
❌ Long-term dependencies that never end
What This Is:
✅ Direct access to a former state CDO
✅ Strategic counsel on your toughest decisions
✅ Real-time feedback when you need it most
✅ Peer-level conversations, not consultant-speak
How It Works:
Month 1: Foundation
• Deep dive session: Your context, stakeholders, challenges, goals
• Stakeholder mapping exercise
• First 90-day strategic roadmap
• Introduction to State CDO Network (if relevant)
Months 2-3: Execution Support
• Bi-weekly strategic calls (30-60 min)
• Email/text access for urgent decisions
• Review of key documents (strategies, presentations, vendor proposals)
• Navigation support for political/bureaucratic challenges
Ongoing:
• Monthly strategic counsel
• Access to frameworks and templates from Indiana
• Connections to relevant experts
• Honest feedback from someone with no stake in your politics
Who This Is For:
✓ Newly appointed CDOs in their first year
✓ Experienced CDOs in new roles (different organization, different challenges)
✓ CDOs facing a crisis (data breach, failed project, political pressure)
✓ CDOs tackling AI governance (new territory, high stakes)
What You'll Get:
📞 4 Hours/Month of Direct Access
• Video calls, phone calls, or async communication
• Flex hours based on your needs (some months 6, some months 2)
• No meter running on quick texts/emails
📋 Frameworks & Templates
• Indiana's data governance council structure
• Executive briefing templates
• Vendor evaluation rubrics
• AI use case assessment framework
🤝 Network Introductions
• Connections to State CDO Network
• Peer CDOs facing similar challenges
• Vendor relationships (when appropriate)
🎯 Strategic Accountability
• Quarterly goal-setting
• Regular check-ins on progress
• Honest feedback on what's working (and what's not)
Investment:
$4,500/month (3-month minimum commitment)
Includes:
• 4 hours of strategic counsel/month
• Unlimited email/text for urgent questions
• All frameworks and templates
• Network introductions
Renewal options: Continue monthly, quarterly check-ins (discounted), or transition to project-based work
Frequently Asked Questions:
Q: What if I don't use all 4 hours in a month?
A: Hours don't roll over, but most clients use 3-6 hours per month depending on what's happening. Some months are quiet, some you're in crisis mode.
Q: What if I need more than 4 hours?
A: We can flex within reason. If you consistently need 8+ hours/month, we should talk about a different structure.
Q: Can I start with just one month?
A: The minimum is 3 months because meaningful strategic work takes time. The first month is context-building. Real value happens in months 2-3.
Q: What's your response time?
A: Same day for texts/quick emails (often 1-2 hours). Within 24 hours for complex questions. If you're in crisis, I'll make myself available.
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Data Governance Rapid Assessment
For Organizations That Know They Need Better Governance But Don't Know Where to Start
Most organizations know they need data governance. They just don't know what "good" looks like, where to start, or how to get stakeholder buy-in. This 2-week intensive gives you a clear roadmap.
What You Get:
• 2-week intensive assessment of current state
• Stakeholder interviews (5-7 key leaders across your organization)
• Gap analysis against industry best practices and peer organizations
• 90-day implementation roadmap with prioritized initiatives
• Template governance framework tailored to your organization's culture
• Quick wins identification (build credibility fast)
The Process:
Week 1:
• Kickoff call with leadership
• Document review (existing policies, org charts, data inventory)
• Stakeholder interviews (1 hour each, 5-7 leaders)
• Current state assessment
Week 2:
• Gap analysis
• Peer organization benchmarking
• Roadmap development
• Report writing
• Readout preparation
Delivery:
• 25-30 page assessment report
• 90-day implementation roadmap
• Governance framework templates
• 2-hour readout with your leadership team
Who This Is For:
✓ Organizations starting from scratch with data governance
✓ Teams that tried governance before and it failed
✓ Leaders who need external validation for internal proposals
✓ Organizations preparing for AI adoption (need governance foundation first)
Works for: Government agencies, universities, large non-profits, foundations, companies with complex data landscapes
Investment:
$12,500
Timeline: 2 weeks from kickoff to delivery
Follow-up: 30-day check-in included
Results: Clear, actionable roadmap. You'll know exactly what to do, in what order, and why it matters.
Executive AI Readiness Workshop
For Leadership Teams That Need to Get Smart on AI - Fast
Your leadership team is getting pressure to "do something with AI." But most executives don't have the foundational knowledge to make good decisions. This workshop builds that foundation in one intensive day.
What You Get:
• Full-day intensive workshop (in-person or virtual)
• Customized to your organization's specific context
• Practical frameworks, not academic theory
• Interactive exercises using your actual use cases
• Hands-on exploration of AI tools relevant to your work
• AI governance starter kit
• Post-workshop strategy framework document
The Agenda:
Morning: AI Fundamentals for Executives (3 hours)
• What you actually need to know about AI (not the hype)
• How AI works (simplified, no technical jargon)
• Use cases in your sector (what's working, what's not)
• Common pitfalls and how to avoid them
• Ethical considerations and responsible AI
Midday: Hands-On Exploration (1.5 hours)
• Interactive demos of AI tools
• Try real use cases from your organization
• Q&A and discussion
• Break for lunch (provided if in-person)
Afternoon: Building Your Strategy (2.5 hours)
• Governance framework development
• Use case identification and prioritization
• Risk assessment exercise
• Implementation roadmap
• Next steps and accountability plan
What Participants Will Learn:
By the end of the workshop, your leadership team will:
□ Understand AI capabilities and limitations (no more buzzword confusion)
□ Identify 3-5 viable use cases for your organization
□ Have an AI governance framework (ready to implement)
□ Know how to evaluate AI vendors and solutions
□ Understand ethical and risk considerations
□ Have a 90-day implementation plan
Ideal For:
✓ Executive leadership teams (C-suite, senior directors)
✓ Boards and commissions exploring AI
✓ Cross-functional AI working groups
✓ Organizations that tried AI and failed (need strategic reset)
Group size: 10-25 participants (optimal: 15-20)
Industries: Government, higher education, non-profits, foundations, mission-driven companies
Format Options:
• In-Person Full Day: $7,500 (plus travel if outside Indianapolis)
• Virtual Full Day: $7,500
• Half-Day Intensive: $5,000 (condensed version, 4 hours)
• Multi-Session Series: $12,000 (3 half-day sessions over 6 weeks)
Investment:
$7,500 (full day, up to 25 participants)
Includes:
• Pre-workshop consultation
• Customized content and exercises
• All materials and frameworks
• Post-workshop strategy document
• 30-day follow-up call
Travel: Additional cost for locations outside Indianapolis area
Results: Leadership alignment on AI strategy, clear governance framework, and a concrete implementation plan. No more confusion or competing visions.
Speaking & Keynotes
Practical Insights from 13 Years of Data Leadership
I speak at conferences, leadership retreats, and professional development events about data governance, AI strategy, and lessons learned from building statewide data programs and leading through crisis.
Topics I Cover:
Data Governance That Actually Works
Real frameworks and lessons from building Indiana's statewide governance program. What worked, what didn't, and why.
AI Ethics & Responsible Implementation
How to adopt AI without breaking public trust. Practical governance frameworks that enable innovation while managing risk.
Building High-Performing Data Teams
Lessons from growing Indiana's data agency from 26 to 50+ staff. Hiring, retention, culture, and delivering results.
Leading Through Crisis
What I learned leading COVID-19 data response. Decision-making under pressure, stakeholder communication, and maintaining trust.
The Future of Data in the Public Sector
Where we're going with AI, data governance, and privacy. How to prepare your organization.
Cross-Sector Data Collaboration
Building data partnerships between government, universities, and non-profits. Navigating competing interests and building trust.
Recent Engagements:
2025:
• ADRCon (Georgetown Massive Data Institute) - Opening Keynote
• CDAO Government (Corinium) - Day 2 Chairman & Keynote
• SHEEO Communities of Practice - Opening Keynote
• CSG Midwest AI Workshop - Expert Panel
Audiences: Government leaders, higher education, non-profits, foundations, data professionals
Formats:
• Keynote Addresses (30-60 minutes)
• Panel Participation
• Breakout Sessions
• Half-Day Workshops
• Full-Day Leadership Retreats
Investment:
$5,000 - $15,000 depending on engagement type, audience size, location, and travel
Includes:
• Pre-event consultation
• Customized content for your audience
• Professional presentation materials
• Q&A and networking
• Optional: Pre-event executive session
Travel: Additional for events outside Indianapolis area
Custom Engagements
Need Something Different?
If none of these standard offerings fit your specific situation, let's design something custom. I've created specialized engagements for:
Government & Public Sector:
• Statewide data strategy development
• CDO transition and succession planning
• Crisis response planning and support
• Vendor evaluation and procurement advisory
• Policy development and review
Higher Education:
• Cross-institution data sharing frameworks
• Institutional research strategy
• Student data privacy and governance
• State system data coordination
Non-Profits & Foundations:
• Data collaborative design and facilitation
• Grantmaking data strategy
• Cross-sector partnership frameworks
• Impact measurement and evaluation
Private Sector (GovTech/EdTech):
• Public sector go-to-market strategy
• Government sales enablement
• RFP response advisory
• Customer success for government accounts
Every organization's challenges are unique. I'll work with you to design an engagement that delivers exactly what you need.
Not Sure Which Service Fits Your Needs?
Let's have a conversation. I'll help you figure out the right approach for your specific situation.
No sales pitch. No obligation. Just an honest conversation about whether I can help.