Program analyses
Diagnostic write-ups across membership, retention, advancement, geography, training, service, and operations — the kind of structured situation assessment that frames a program plan.
9 documents
Work samples
Resources, by request.
A working library of analyses, dashboards, methodology, and program toolkits drawn from recent engagements. Useful as reference or as a window into how the work actually gets done — and shared one-to-one rather than published.
Access by approval
What's inside
Four collections
A snapshot of the library. Specific files are listed once access is granted.
Interactive dashboards
Self-contained HTML dashboards built to give a leader the picture in one screen — KPIs, district roll-ups, scorecards, and progression views.
6 dashboards
Methodology handbook
The underlying approach: how engagements get scoped, structured, and run — with the visual mockups that go alongside it.
1 handbook
Thrive program toolkit
Twenty-one templates, guides, and worksheets organized into six working areas — from district relations and communications through event planning, training, and creative programming.
21 templates
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How to get in
The library is shared with clients, collaborators, and people Patrick has worked with directly. If something here would be useful to you, send a quick note — approvals usually go out within a business day.
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