Colleen Bertrand has more than 25 years of business and wellness coaching experience. She partners with clients to meet their strategic goals by serving as an organizational consultant, facilitator, and wellness coach.

As an organizational development consultant, she helps clients improve their organizational capability by aligning strategy, structure, people, and processes. She brings together stakeholders to increase trust, resource sharing and clarity. The data gathering, analysis and feedback processes help her clients see the current state. This stage of the collaborative consulting engagement can include conducting focus groups or interviews and/or reviewing existing client data. From here, she and the client co-create a solution or a coordinated series of actions, to shift the system into a change process toward its desired vision. Actions are calibrated for the culture of the organization to ensure success. Actions could include skill training at the individual level, team building for groups, or enterprise-level strategic change.

As a facilitator, she leads effective and engaging meetings including leadership retreats. Great meetings that lead to action rarely happen spontaneously, but they can be designed. Great meetings elevate thinking and support decision-making for the group. She begins by working with her client to clarify the purpose. This informs the decision of who is invited, the agenda development, and the location or format coordination. She creates a sense of safety in the room by communicating clear outcomes, establishing norms, and embodying hospitality. She holds the tension during the meeting between allowing a process to unfold and staying on course to meet stated outcomes. 

As a wellness coach, she designs programs tailored to help knowledge workers manage energy, attention, and stress. Her wellness specialty steadily grew out of personal transformation work. It began with teaching yoga, meditation, and wellness classes at top studios and gradually expanded to leading employee wellbeing classes in a variety of settings, including corporate offices and non-profit organizations. She became a certified Tiny Habits coach and uses the research-backed behavior change method to help clients bridge the gap between their current state and future vision.

 Her corporate experience included work in financial services, management consulting, and nonprofits.  Her years in banking included serving as a retail banking branch manager and business credit analyst.  Her management consulting work specialized in the healthcare sector, where she helped develop business plans, including financial forecasts for ventures such as ambulatory surgery centers, management services organizations, and Robert Wood Johnson’s Communities In Charge grantees.  She collaborated with internal and external client teams to create long-term strategic and implementation plans for mission-driven, nonprofit health systems. Her nonprofit experience included a 15-month assignment in Ukraine assisting a pharmaceutical wholesaler adjust to a market economy. 

Colleen is a graduate of the Georgetown University Organizational Development Consulting and Change Leadership Executive Certification Program. She received an undergraduate degree in Finance from Michigan State University and an MBA from Case Western Reserve University.  Other certifications and memberships include Yoga Alliance, Tiny Habits Academy, and Yoga International (Ayurvedic Yoga Specialist).