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Executive Communications Portfolio: Featured Projects

Strategic Communications

Business planning book

Lead a team of HVACR experts from Winsupply and Johnson Controls to plan, write and edit a technical, 246-page, step-by-step "Success Book" with eight chapters to help business owners in HVACR develop and execute a winning business plan. 

This rich guide, complemented by dozens of online resources and templates, included the following chapters:

  • About this Book
  • Chapter 1: Gut Check
  • Chapter 2: Strategic Analysis
  • Chapter 3: Marketing
  • Chapter 4: Operations
  • Chapter 5: Personnel
  • Chapter 6: Finances
  • Chapter 7: Sales
  • Chapter 8: Appendix


Capital campaign case for support

Facilitate five in-depth Q&A sessions with a diverse team of executives to collect the "past, present and future" story needed to build a solid case for support for an ambitious, multimillion-dollar capital campaign, the largest in the organization's history.

Write and deliver the 20-page case for support needed to guide the conversation during face-to-face meetings with partners and major donors.


Prospectus and case statement

Conduct extensive background research and interview top executives from eight hospital departments to outline and write a four-page prospectus and 28-page case statement for a $25 million capital campaign.

This case for support drove all other collateral developed for the campaign, which ultimately exceeded the goal and raised more than $27 million.


Corporate overview binder

Partner with several writers to conceive, write and edit a binder full of content for a Better Business Bureau Eclipse Integrity Award submission covering these topics:

  • Management practices
  • Customer and shareholder relations
  • Marketing and sales
  • Reputation
  • Other business topics

This comprehensive submittal won in the category of 1–10 employees.



"Love the ending, by the way … great tie back to the beginning for the close. One last thing: You did a great job of un-politicizing this, which I couldn’t have done."


"Excellent job! Great interview. Spot on. I wouldn’t change a thing. He told me he really enjoyed working with you!"


"Teresa has done a wonderful job of writing, organizing and rationalizing our rapidly evolving thoughts as well as all of our previous drafts and their most numerous notes."

Benson Brand Strategy

Op-Eds & Letters

  • Write a strong letter of support, with stories and supporting evidence, for an executive nominated for a national award (this executive ultimately won the award).
  • Write an editorial on behalf of a foundation executive announcing that a three-year pilot program – now proven – would be transitioned and integrated into the fabric of a longtime business organization in the community.
  • Work with a regional executive to draft a persuasive letter convincing hand-selected participants to register, attend, participate in and graduate from an inaugural management academy: a nine-month program to help them launch or grow the HVAC side of their business.
  • Partner with a chairman of the board and his financial adviser to write a highly sensitive letter – directed to key managers – announcing a change in shareholder status for two global organizations. The letter shared how this change came about, what’s changing and what it means for key managers.
  • Work with a company president and chief operating officer to help with change management by drafting a letter outlining a new direct sales and service process for technical customers. The letter described three specific changes – and how they would be implemented in the field – to provide better customer service.

"Many thanks for your excellent draft letter for the key managers. Everyone is very happy with the text, so no changes are needed. I suggest we don't have the call today as your text is already perfect!"

Two global manufacturing companies based in Europe

"Reading your column in the Sunday paper … congratulations on a really well-done piece that so effectively articulates everything you have espoused throughout your entire career."

Comment on an op-ed piece ghostwritten for a client

"Thanks, Teresa! I knew it would be a good idea for you to help give some structure to their message! You’re the greatest!!"

Cambridge Design

Talking Points

  • Draft talking points to help an executive prepare for an in-person interview with a reporter for a national foundation publication.
  • Work with three executives in the C-suite to draft an engaging document that defines the corporate culture for internal training and employee presentations.
  • Collect data during eight roundtable discussions at a daylong industry advisory council meeting to identify ways to improve the working relationships between independent manufacturers’ representative agencies and wholesalers. For each of the eight topics: 1) Define the key issue/question; 2) Explain the situation with details; and 3) Offer shared recommendations based on the roundtable discussions. Compile conclusions in a final report ready for presentation to the advisory council.

"Again, you were spot on with what the message should be: ‘Wake up!’ (Nice parallel with the dust storm!)"

Global manufacturing company based in Europe

"Looks really good! Logical flow with key points easy to follow. Thanks!!"


"I have arranged a management meeting in October to discuss your excellent document. I will keep you posted!"

Two global manufacturing companies based in Europe