CLI performs and uses the latest research and proven practices to illuminate pathways for leaders to evolve their lives and organizations to ultimately actualize the potential of both.
SAMPLE research:
Leadership Support for Mothers
Client: CLI Research (current)
Location: San Francisco, USA
Guiding Questions:
1. What unique challenges do Mothers face in the evolving landscape of leadership?
2. How can the unique skills of Motherhood be expressed through purpose for themselves, their families and the world?
Client: CLI Research (current)
Location: San Francisco, USA
Guiding Questions:
1. What unique challenges do Mothers face in the evolving landscape of leadership?
2. How can the unique skills of Motherhood be expressed through purpose for themselves, their families and the world?
Future Leadership Support for Girls Age 13-19
Client: CLI Research (current)
Location: San Francisco, USA
Guiding Questions:
1. What do tomorrow's female leaders need today to help their trajectory to impactful leadership thrive?
2. What wisdom from older generations would serve the questions they face now in their early developmental years?
Client: CLI Research (current)
Location: San Francisco, USA
Guiding Questions:
1. What do tomorrow's female leaders need today to help their trajectory to impactful leadership thrive?
2. What wisdom from older generations would serve the questions they face now in their early developmental years?
Bridging Generations for Family Office Impact Investing Strategies
Client: CLI Research (Current)
Location: New York, New York, USA
Guiding Questions:
1. What do Millennials and Boomers need to understand about each other’s current and future investing styles including priorities, values, and world views.
2. What key similarities and pain points exist between Millennials and Boomers investing styles in Family Offices.
3. What projects are currently working to bridge generational similarities and differences in Impact Investing.
Client: CLI Research (Current)
Location: New York, New York, USA
Guiding Questions:
1. What do Millennials and Boomers need to understand about each other’s current and future investing styles including priorities, values, and world views.
2. What key similarities and pain points exist between Millennials and Boomers investing styles in Family Offices.
3. What projects are currently working to bridge generational similarities and differences in Impact Investing.
Leadership and Intimacy
Collaboration: CLI Research (Current)
Location: Global
Guiding Questions:
1. What traits, behaviours, and preferences do women and men consider masculine and feminine?
2. How do those traits when displayed by a) the same and b) the opposite sex affect them?
3. What cultivated those traits over one’s lifetime?
4. What stimuli create the experience of a) feeling or b) inflicting blame or shame?
5. What feels feminine and masculine about self-identity both positively and negatively?
6. What feels positive and negative about roles that feel feminine or masculine?
7. What are the ideas, beliefs and visceral experiences surrounding control, authority, and surrender?
8. Where does intimacy happen in the life of a leader? How satisfied are leaders with this intimacy?
Collaboration: CLI Research (Current)
Location: Global
Guiding Questions:
1. What traits, behaviours, and preferences do women and men consider masculine and feminine?
2. How do those traits when displayed by a) the same and b) the opposite sex affect them?
3. What cultivated those traits over one’s lifetime?
4. What stimuli create the experience of a) feeling or b) inflicting blame or shame?
5. What feels feminine and masculine about self-identity both positively and negatively?
6. What feels positive and negative about roles that feel feminine or masculine?
7. What are the ideas, beliefs and visceral experiences surrounding control, authority, and surrender?
8. Where does intimacy happen in the life of a leader? How satisfied are leaders with this intimacy?
Global Leadership Accelerator Program Model Development
Client: Global Leadership Accelerator (2019)
Location: Taiwan
Guiding Questions:
1. What magic makes the program:
a) engage the world's most evolved impact makers
b) facilitate their magical transformation
c) continue their evolution ongoing
d) deepen their interconnectivity ongoing
2. What business model:
a) captures that magic
b) scales the magic appropriately (such that all that magic is preserved at least, magnified at best)
c) surfaces and expresses everyone's gifts to their full potential
d) engages all participants at a depth and pace that expands and inspires, and ultimately delights everyone uniquely
Client: Global Leadership Accelerator (2019)
Location: Taiwan
Guiding Questions:
1. What magic makes the program:
a) engage the world's most evolved impact makers
b) facilitate their magical transformation
c) continue their evolution ongoing
d) deepen their interconnectivity ongoing
2. What business model:
a) captures that magic
b) scales the magic appropriately (such that all that magic is preserved at least, magnified at best)
c) surfaces and expresses everyone's gifts to their full potential
d) engages all participants at a depth and pace that expands and inspires, and ultimately delights everyone uniquely
Global Entrepreneurial Center Management Curriculum Development
Client: International Business Innovation Association (InBIA) (2017 - 2018)
Location: Orlando, Florida, USA
Guiding Questions:
1. What attributes and global trends describe the vast and diverse ecosystem of entrepreneurial centers in the world today including geographical concentration, business models, market segments served, pain points, and opportunities.
2. What are current trends in global entrepreneurship relevant to entrepreneurial center management.
3. What training modules are relevant for managing the global diversity of entrepreneurial centers in the world today and in the foreseeable future.
4. What on-line and in person pedagogy is most effective for training entrepreneurial center managers.
Client: International Business Innovation Association (InBIA) (2017 - 2018)
Location: Orlando, Florida, USA
Guiding Questions:
1. What attributes and global trends describe the vast and diverse ecosystem of entrepreneurial centers in the world today including geographical concentration, business models, market segments served, pain points, and opportunities.
2. What are current trends in global entrepreneurship relevant to entrepreneurial center management.
3. What training modules are relevant for managing the global diversity of entrepreneurial centers in the world today and in the foreseeable future.
4. What on-line and in person pedagogy is most effective for training entrepreneurial center managers.
Leadership Book for Implementing the United Nation’s Sustainable Development Goals
Client: International Leadership Association (ILA) (2016-2018)
Location: Silver Spring, MD, USA
Guiding Questions:
1. What are the most important and relevant lessons, models, and best practices to draw upon at this time in history?
2. What leadership practice and theory can guide individuals, organizations, communities, and governments
to advance a sustainable future for all?
3. What leadership theory and practices tell us how to “move those furthest behind first,” and the value in doing so?
4. What does it take to lead for positive intergenerational impact?
Client: International Leadership Association (ILA) (2016-2018)
Location: Silver Spring, MD, USA
Guiding Questions:
1. What are the most important and relevant lessons, models, and best practices to draw upon at this time in history?
2. What leadership practice and theory can guide individuals, organizations, communities, and governments
to advance a sustainable future for all?
3. What leadership theory and practices tell us how to “move those furthest behind first,” and the value in doing so?
4. What does it take to lead for positive intergenerational impact?
Best Practices in Global Social Enterprise Management
Client: Impact Hub Global Office/BMW Foundation (2015- 2017)
Location: Vienna, Austria
Guiding Questions:
1. What are the strengths, weaknesses, opportunities, and threats of governance across the global network of 100+ co-working centers united under the Impact Hub brand?
2. How can this understanding inform global governance to leverage best practices, address challenges, and avoid pitfalls.
3. How can coherence be created in governance across the global network of Impact Hub co-working spaces?
4. What mechanisms would ensure ongoing growth and alignment of the global network.
Client: Impact Hub Global Office/BMW Foundation (2015- 2017)
Location: Vienna, Austria
Guiding Questions:
1. What are the strengths, weaknesses, opportunities, and threats of governance across the global network of 100+ co-working centers united under the Impact Hub brand?
2. How can this understanding inform global governance to leverage best practices, address challenges, and avoid pitfalls.
3. How can coherence be created in governance across the global network of Impact Hub co-working spaces?
4. What mechanisms would ensure ongoing growth and alignment of the global network.
B Corp – Insights for a New Economy
Dissertation: Political Science PhD (2010-2016)
Location: University of Hawaii
Guiding Questions:
1. What are the goals and core concepts for creating a thriving, sustainable future economy as agreed upon by global thought leaders and leading practitioners.
2. What values, beliefs and ideas must drive the processes, power relations, and structures of businesses for such an economy.
3. What are the strengths, weaknesses, opportunities and threats of the B Corp movement.
4. What is the current and potential political significance of the B Corp movement.
Dissertation: Political Science PhD (2010-2016)
Location: University of Hawaii
Guiding Questions:
1. What are the goals and core concepts for creating a thriving, sustainable future economy as agreed upon by global thought leaders and leading practitioners.
2. What values, beliefs and ideas must drive the processes, power relations, and structures of businesses for such an economy.
3. What are the strengths, weaknesses, opportunities and threats of the B Corp movement.
4. What is the current and potential political significance of the B Corp movement.
National Housing Market Expansion Plan
Client: Hawaii ADU (2015)
Location: Kailua, Hawaii, USA
Guiding Questions:
-What are the current policy and housing trends relevant to the expansion of the small house (Accessory Dwelling Unit) movement.
-What are the metrics for assessing those trends, and where can they be reliably sourced.
-Using these metrics, what are the top 10 US cities that have or will see a significant increase in unmet demand for small house solutions.
Client: Hawaii ADU (2015)
Location: Kailua, Hawaii, USA
Guiding Questions:
-What are the current policy and housing trends relevant to the expansion of the small house (Accessory Dwelling Unit) movement.
-What are the metrics for assessing those trends, and where can they be reliably sourced.
-Using these metrics, what are the top 10 US cities that have or will see a significant increase in unmet demand for small house solutions.
Student Engagement for Sustainable Education
Client: Johnson Controls Inc. (2010)
Location: University of Hawaii Community Colleges on Kauai, Maui, Hawaii Island, and Oahu
Guiding Questions:
1. What topics in sustainability a) are students already well verse in b) do students most want to learn about.
2. How do the diverse ‘market segments’ of students (age, island, socio-economic status, gender, degree of interest) wish to learn about these topics.
3. What array of pilot projects, with complete design parameters, will effectively teach sustainability to students across all islands.
Client: Johnson Controls Inc. (2010)
Location: University of Hawaii Community Colleges on Kauai, Maui, Hawaii Island, and Oahu
Guiding Questions:
1. What topics in sustainability a) are students already well verse in b) do students most want to learn about.
2. How do the diverse ‘market segments’ of students (age, island, socio-economic status, gender, degree of interest) wish to learn about these topics.
3. What array of pilot projects, with complete design parameters, will effectively teach sustainability to students across all islands.
Project: Low-to-no Cost Waste, Water and Energy Conservation
Client: U.S. Coast Guard (2008)
Location: Honolulu, Hawaii
Guiding Questions:
1. What no-to-low cost waste, water, and energy projects would create significant savings for the U.S. Coast Guard Sand Island base while not compromising mission.
2. What pilot design, including complete scope of work, budget, timeline and metrics, would assess these projects such that those that prove successful can scale.
3. Perform and asses the pilot project to make recommendations for expansion projects.
Client: U.S. Coast Guard (2008)
Location: Honolulu, Hawaii
Guiding Questions:
1. What no-to-low cost waste, water, and energy projects would create significant savings for the U.S. Coast Guard Sand Island base while not compromising mission.
2. What pilot design, including complete scope of work, budget, timeline and metrics, would assess these projects such that those that prove successful can scale.
3. Perform and asses the pilot project to make recommendations for expansion projects.
Project: Ocean Wave Energy Prototype Development
Client: Renewable Energy and Island Sustainability Program, Electrical Engineering Department, University of Hawaii (2007)
Location: Honolulu, Hawaii
Guiding Questions:
1. What are the current approaches to technology development for harnessing ocean wave energy globally?
2. What opportunities remain for innovation beyond current status quo?
3. Design an ocean wave energy prototype that transcends current approaches in terms of efficient power production, adoptability, affordability, and sustainability.
Client: Renewable Energy and Island Sustainability Program, Electrical Engineering Department, University of Hawaii (2007)
Location: Honolulu, Hawaii
Guiding Questions:
1. What are the current approaches to technology development for harnessing ocean wave energy globally?
2. What opportunities remain for innovation beyond current status quo?
3. Design an ocean wave energy prototype that transcends current approaches in terms of efficient power production, adoptability, affordability, and sustainability.
research projects include:
- Creating the guiding questions and interview protocols
- Securing approval from the Institutional Review Board (IRB) for Protection of Human Subjects in Research
- Engaging appropriate and high-level interview and survey participants
- Executing the interview process, surveys, global literature review, and related research
- Summarizing the research findings with intuitive wisdom to deeply answer the guiding questions
- Revealing unexpected insights and areas for on-going research
- Designing and leading pilots to explore solutions
- Performing pilot assessments to inform scaling plans
- Solution implementation