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Case Study 1: Attachment Leadership – Online Course Development

Client: Dr. Trillion Small, President/CEO, Attachment Leadership

Industry: Mental Health, Leadership Development, Online Education Service Provided: Course Planning & Project Management Support Duration: Pre-Launch Planning Phase
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Attachment Leadership – Online Course Development

Transforming Vision into a Structured, Scalable Online Course

You’ve got powerful ideas and deep expertise, but without the right plan, launching an online course can feel overwhelming.

Through our collaborative course development process, we helped Attachment Leadership bring clarity to mental pictures and turned scattered ideas into a polished, funder-ready curriculum. The result? A launchable program that reflects their mission, reaches more learners, and frees up their leadership to focus on impact instead of logistics.

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The Challenge
Our Solution
The Results
Client Testimonial

Vision Overload, No Clear Structure

Dr. Small had a wealth of expertise and ideas but without a structured framework, translating them into a streamlined, deliverable course felt nearly impossible.

Lack of Internal Bandwidth

As a full-time leader and practitioner, she didn’t have the time or capacity to map out curriculum modules, timelines, and assets without sacrificing other priorities.

Overwhelm from Starting Alone

The pressure to “figure it all out” alone created decision fatigue. She needed a partner to help prioritize what mattered most and guide the process.

No Defined Delivery Format

There was no plan in place for how the content would be delivered, evaluated, or repurposed. Raising concerns about scalability and participant experience.

Uncertainty Around Launch Readiness

Without a roadmap or tangible plan, the project felt stuck in the idea stage. Making it hard to move forward or communicate progress to stakeholders.

Strategy & Discovery Session

We started by unpacking the full course vision. Clarifying target audience, goals, and the transformation her learners would experience. This helped align the content with both her mission and the learner journey.

Project Management Roadmap

We developed a custom course roadmap with milestones, modules, and deadlines. Turning scattered notes into a focused action plan that made the project feel doable.

Curriculum Structuring Support

Together, we mapped out lesson flow, supporting materials, and engagement strategies to ensure the course was more than just information. It was transformational.

Simplified Launch Plan

We helped outline a realistic and repeatable launch strategy that included what needed to happen before, during, and after rollout. No guesswork required.

Templates & Tools for Execution

Dr. Small walked away with templates, tools, and a plan she could use not just once, but over and over again as the course evolves or scales.

Clear, Funder-Ready Course Plan

We transformed scattered ideas into a professional, presentation-ready plan with defined outcomes, modules, and delivery formats ready to pitch to stakeholders or implement immediately.

Time Saved, Clarity Gained

Instead of spending weeks trying to organize everything herself, Dr. Small gained back valuable time and avoided burnout. Freeing her to focus on her message and mission.

Reduced Decision Fatigue

With a step-by-step project roadmap and clear next steps, the overwhelm of “Where do I start?” was replaced with confidence and momentum.

Improved Confidence in Execution

With a strategy in place, implementation felt less risky. She now had a system to follow, a structure to rely on, and a product she felt proud to launch.

Positioned for Long-Term Growth

The course wasn’t just built for launch, it was built to scale. With foundational materials in place, Attachment Leadership can now adapt, license, or expand the course to new audiences in the future.

“Before Joshua, I felt overwhelmed with launching my online course. His project management skills were a game-changer, helping me organize thoughts, develop strategy, and create a clear plan.”
— Trillion Small, President/CEO, Attachment Leadership
Trillion Small
100%
of the program vision translated into a structured, actionable plan
30+
staff hours saved through hands-off development
+4x
more clarity for internal leadership and funders
Launch-ready
assets built weeks ahead of their next grant submission window

Case Study 2: Tulsa Dream Center – Strategic Program Planning

Client: Tim Newton, Executive Director, Tulsa Dream Center

Industry: Community Development, Youth & Family Services Service Provided: Custom Program Planning & Strategic Development Duration: Planning Phase for New Program Initiative
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Tulsa Dream Center – Strategic Program Planning

Turning Vision into a Fundable, Scalable Program Plan

You’re doing life-changing work every day, but translating big ideas into clear, fundable plans takes time and bandwidth most nonprofit teams don’t have.

We partnered with Tulsa Dream Center to take their powerful vision and turn it into a well-structured, funder-ready program plan. Without pulling their team away from the work they were already doing in the community. The result was clarity, strategy, and confidence to move forward without burnout.

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Too Much Vision, Too Little Time

Their leadership team had a strong concept for the program, but no time to map it out while continuing daily service delivery.

No Centralized Program Plan

Without a formal structure, the vision lived mostly in team conversations and leadership meetings. Making it difficult to communicate to stakeholders or apply for funding.

Missing Documentation for Fundraising

They needed presentation-ready materials to support grants, donor conversations, and strategic partnerships but lacked the internal resources to create them quickly.

Leadership Bandwidth Was Stretched Thin

Executive staff were managing operations, people, and program delivery. Taking on the additional responsibility of developing a detailed new program plan would have delayed progress or caused burnout.

Risk of Delaying a High-Impact Idea

The longer the planning process dragged out, the more at-risk the idea was of stalling altogether despite its community value.

Vision Discovery Session

We started with a deep-dive strategy call to understand the heart of the program, long-term goals, and the real-world impact they envisioned for their community.

Custom Program Blueprint Creation

We built a clear, comprehensive plan outlining outcomes, structure, session goals, potential partnerships, and implementation milestones. All aligned with their mission and strategic objectives.

Hands-Off Execution for the Internal Team

Our process was designed to take the heavy lifting off their plate. While their team stayed focused on current programs, we developed the new one behind the scenes.

Fundraising-Ready Deliverables

We delivered polished documents that Tulsa Dream Center could confidently share with funders, board members, and partners to build support and momentum.

Flexible Timeline and Communication

We worked around their schedule and adapted to their needs. Ensuring that collaboration never became a burden.

Program Plan Captured and Finalized

A complete, professional-grade program outline was created. Fully aligned with their mission and future funding goals.

Internal Bandwidth Protected

Their team was able to continue serving the community at full capacity while development happened in parallel.

Increased Stakeholder Confidence

With the vision on paper, it became easier to communicate goals, engage board members, and explore new partnership opportunities.

Faster Readiness for Grant Cycles

Instead of rushing to assemble program details later, they now had pre-built deliverables ready to plug into grant applications and fundraising decks.

“Josh captured the heart and vision of the program as well and put it on paper. It gave us a bandwidth to continue the work we do every day while planning for the future.”
— Tim Newton, Executive Director, Tulsa Dream Center
Tim Newton
100%
of the program vision translated into a structured, actionable plan
30+
staff hours saved through hands-off development
+4x
more clarity for internal leadership and funders
Launch-ready
assets built weeks ahead of their next grant submission window
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