Carlyn Can Help Your Organization

Carlyn understands that strong leadership is the backbone of any successful organization. She provides tailored support to boards, executives, and teams—helping them clarify purpose, build alignment, and foster a culture of growth and accountability.

Board Governance & Development

Carlyn Roy smiling and talking during a meeting with three other people around a wooden table, with a laptop and coffee mug in front of her.

Having served on boards, worked with boards, and reported to a board, Carlyn understands board governance from multiple perspectives. She is praised for her ability to provide clear definition and expectations based on the strategic role of a board and board members. She creates comfortable environments where directors can learn and grow.

  • Customized educational sessions

  • Bylaw and policy review

  • Board surveys to identify perspectives and opportunities

  • Succession planning

Strategic Planning

Carlyn Roy wearing a tan jacket, writes on a whiteboard with a marker. There is a green plant in the background.

For over 30 years, Carlyn has facilitated and led strategic planning. Whether a large or small organization, she adapts her approach to match your organization’s style and needs ensuring alignment. Creating an environment of engagement, stakeholders leave with a clear commitment to the future direction.

  • Multi-year planning

  • Annual planning

  • Organizational realignment looking toward the future

  • Mission, Vision, and Values development, evaluation, or update

Executive Coaching

Carlyn Roy wearing a tan jacket working on a Microsoft Surface tablet at a wooden table, with a white mug and a smartphone nearby in front of a black paneled wall.

As an Executive Coach, Carlyn understands the challenges of leadership and developing leaders. Her ability to provide input is unsurpassed. Through her coaching, she helps individuals and organizations achieve success. Carlyn provides leadership support when it matters most.

  • One-on-one conversations focused on the client on a recurring basis

  • On-call support when challenges arise

Succession Planning /
Team Building

A group of five people having a meeting around a wooden table in a conference room, with Carlyn Roy speaking and a Microsoft Surface tablet on the table.

Carlyn has a unique ability to create an environment that leads to comfortable dialogue while maintaining confidentiality. She listens, asks questions, and provides feedback. Her thoughtful analysis results in positive professional relationships between colleagues. Carlyn has experience in facilitating difficult conversations between employees or departments with the purpose of resolving internal conflict. Her sessions may include team and one-on-one conversations. These sessions are best described by their results.

  • Build better working relationships

  • Developing leadership at all levels

  • Aligning management approaches

  • Improve communication throughout the organization

What clients have to say about Carlyn…

“I had the opportunity to work with Carlyn on a board strategic planning session for a credit union client that desperately needed to get out of the operations and reset its Northstar. Carlyn brought a high level of strategic planning skill combined empathy and curiosity that helped the board to not only find its way forward, but create and take ownership in a plan that put the organization on a path to success.”

James Wileman, CEO
Great Plains Federal Credit Union

“I had the pleasure of working with Carlyn during our Strategic Planning session, and I can confidently say she has had a lasting positive impact on the development of our teams. She consistently demonstrated a deep understanding of her audience and the credit union industry, tailoring her workshops to meet the specific needs of our teams while keeping everyone engaged and energized throughout the sessions. In addition to her outstanding facilitation skills, Carlyn also assisted with management coaching. She is incredibly organized, responsive, and always brings a positive, energetic approach that makes working with her a pleasure. Carlyn is an asset to any organization looking to elevate their strategic and development initiatives.”

David Justice, CEO
Alta Vista Credit Union