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Shane Sokoll, PhD, MBA

Shane Sokoll, PhD, MBA

Dr. Shane Sokoll is a creative, practical leader and Balanced Scorecard Institute Associate Consultant with over 25 years of experience in developing individuals, teams, and organizations to maximize their performance potential. He’s often been described as “Someone who is passionate, innovative, and makes things happen.” His areas of expertise and passion are: 1) Strategic Planning, 2) Organizational Culture Development, 3) Team Development, and 4) Leadership Development. Shane is an experienced presenter and meeting facilitator. He has a unique ability to thrive in multi-cultural and international work environments. An avid life-long learner, Shane’s curiosity and drive for discovery have opened the door for him to serve in positions such as senior executive, business professor, trainer, Spanish and English interpreter, operations director, internal and external consultant. Shane served as a Senior VP of Strategy, Culture, and Organizational Development for 7 years at Concordia University Texas.

In the last year, Shane facilitated team development, goal setting, and strategic planning across 40 departments within various industries. Shane uses methodologies that empower leaders, teams, and organizations to create a vision for the future, clearly defined goals, success measures, initiatives, and execution mechanisms that result in visible success. Those with whom Shane has worked have consistently attested to the effectiveness of his approach and the impact of his methodologies on their organizations. Shane has recently consulted for and partnered with leaders from organizations such as an electronic vehicle manufacturer, a non-profit job seekers network, a door-manufacturer, a state-university, a private liberal-arts university, and a health-care government agency.

Shane has a PhD in Organizational Leadership and a Master’s in Business Administration (MBA). Between 2010-2016, while serving as Director of the HR Degree Program at Concordia University Texas, he held the Senior Professional in Human Resources (SPHR) credential with the Human Resource Certification Institute. Shane currently holds certifications as a Birkman Certified Professional, a Balanced Scorecard Professional, a Human Synergistics’ Organizational Culture/Effectiveness Inventory Facilitator and Management/Leadership Impact Inventory Facilitator. ​Together with his wife Edna Sokoll-Arevalo and twin teenagers, Shane resides in Austin, Texas where they volunteer with non-profit organizations related with community development, athletics, faith, service to refugees, and hosting international scholars and delegates from around the world.

Terry Sterling

Terry Sterling

Terry is a Certified Balanced Scorecard Master Professional (BSMP) and Key Performance Indicator Professional (KPI) with over 30 years of experience working in both the private and public sectors. He has held a variety of managerial and executive leadership positions over his career and has expertise in balanced scorecard, strategic mapping, performance measurement, staffing analysis, work-flow analysis, time and motion studies, organizational assessment, and work-load analysis. He has also authored upper division level courses in past years for St. Petersburg College in Florida. As an international consultant, facilitator, and lecturer, he has developed and taught courses on a wide variety of topics, including balanced scorecard, performance measurement, strategic mapping, promotional processes, and facility/property management. He has lectured throughout the United States, Canada, and the Middle East on a variety of topics.

Terry has provided training and executive consulting services to both domestic and international clients such as NAVAIR PMA-231, the US Defense Department Digital Media Activity, Abu Dhabi Police, the U.S. Border Patrol, the Pinellas County Sheriff’s Office (FL), Linde Process Plants, the City of Richmond (VA), City of Lethbridge (AB), City of Deerfield Beach (FL), City of Glendale (AZ),Five Acres, ANSA McAL, the United Methodist Church Global Commission on Race and Relations, Indian Rocks Baptist Church, Children’s Mental Health Services (ON), CloudHesive, McLeod Software, Kingsgate Transportation, Caribbean Community (CARICOM), Qatar Red Crescent, Qatar Petrochemical Company, Rohde & Schwarz, San Antonio International Airport and the Ascendant Group. Terry has also worked closely with many governmental entities in assisting them with developing meaningful performance measures to improve organizational performance. He was responsible for the development, implementation, and management of the Balanced Scorecard process for a law enforcement agency, where he was a Division Commander, comprised of more than 3,200 employees.

Terry has a MS in Managerial Leadership, a BS in Finance, an AAS in Law Enforcement, is certified as an Advanced Planner by the International Association of Law Enforcement Planners and is a former CALEA (Commission on Accreditation for Law Enforcement Agencies) Assessor. He serves on the steering committee for the Customer Experience Certificate Program for the University of South Florida and as Chairman of the Financial Board for a large non-profit organization in Largo, FL.

Susan Sweetman

Susan Sweetman

Susan Sweetman is a Senior Associate of Strategy Management Group as well as a successful CEO that has focused her leadership on strategic planning, quality improvement and leading very large not-for-profit leaders in creating excellent services for clients.  She is a thoughtful, experienced leader, facilitator, and trainer.  Throughout her 35-year career, she has been recognized as an innovative, strategic, and analytical leader.

She has helped government sectors build trusted and positive relationships with their clients; analyzing data critical to their organizational strategy and implementing solutions to improve operational efficiencies.

Susan holds a Bachelor’s Degree in Social Work, a Master’s Degree in Public Administration, and a Master’s Degree in Law.  She is a Certified Balanced Scorecard Professional and has professional experience in successfully implementing the Balanced Scorecard methodology in multiple organizations she has led.

Susan’s home base is in Ontario, Canada but has lived in several other provinces across Canada due to her husband’s military service.  She now spends a significant amount of time enjoying being a co-pilot to her husband, flying at their home base in Spruce Creek, Florida.

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