Progress Through People
 
 

How We Work

 
 
 
 

Over the past decade, we’ve developed a rigorous, fearless process for innovation, community, and design work that sets us apart.

Paired with Sharehold’s unyielding passion for building belonging, working with us provides our clients with the best of theory and practice in everything we do. 

Undertaking self-sustaining transformation for, with, and by people means taking bold ideas for ground-up change and creating a roadmap to make them real.

 
 
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Research and Insights

 

Building world-changing communities, organizations and systems requires a rigorous and empathetic approach to understanding how to best serve your people.

Our Research & Insights practice is the foundational core of our strategy work. It enables us to move forward with informed strategies that inclusive to all stakeholders and therefore more likely to succeed.

 

Design Research

 
 

Design research is an exploratory and inspirational inquiry to identify patterns and to understand mindsets, behaviors, goals, and motivations. 

Whether it's uncovering the requirements of a new product or program, the key tenets of an organization’s future, or the communication journey for an onboarding process, design research ultimately answers the questions of not just “what?” but “why?” 

This includes: 

  • Organizational Research & Insights

  • Community Research & Insights

  • Inspiration Scan

  • Co-Design

  • Idea Catalogs & Inspiration Stations

  • User Research & Testing

  • Prototyping, Experimentation & Validation

Clients include: 

 
 

Board of Customers™

 

Expanding your organization’s “shareholders” means including your customers, employees and others into your decision-making process.

That’s why Sharehold created the Board of Customers™, which brings together a wide range of voices and perspectives to regularly provide insights over time. This builds deep co-ownership over a product, service, or community and validates new products and solutions early and often.

This includes:

  • Customer Development

  • User Testing

  • Synthesis & Insight Development

  • Co-Design

  • Prototyping, Experimentation & Validation

Clients include: 

  • Nuxeo

 
 

Product Innovation

 
 

Creating a new or improved product alongside the people most likely to use it is a surefire way to develop better, more actionable insights from the beginning. This means you have a greater likelihood of success. 

Our product innovation process brings key stakeholders (from customers to experts) directly into the product development process, ultimately co-designing a win-win solution that bridges the gap between what systems, communities, customers, and stakeholders all need.

This includes: 

  • Co-Design

  • Prototyping, Experimentation & Validation

  • Pilot/Beta Development & Testing

  • Experimentation & Validation

Clients include: 

  • The Wing

  • General Electric

  • Nuxeo

  • Pepsi

  • VitalTalk

 
 

Customer Journey

 
 

Understanding and visualizing how your user, customer, or community interacts with your organization, product, or each other is essential to uncovering new opportunities for innovation, belonging, engagement, and ultimately, success in the eyes of your end-user.

This includes: 

  • Organizational Research

  • Community/User Research

  • Customer Experience

  • Community/User Onboarding

 
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Community Design

 

Community design is design thinking applied to community building. Building a community is more than checking boxes off a list of to-dos or applying one single framework. It’s a strategic effort requiring investment, thoughtfulness, and sustained effort to build for, with, and by your people. 

Using our combined 25 years of expertise in community strategy and human-centered design, our approach provides the methodologies, toolkits, mindsets, and best-in-class inspiration to co-design your community alongside its most important stakeholders – your members – to meet both their needs and yours.

 

Community Strategy

 
 

Sharehold is a leader in building self-sustaining communities built for, with, and by people. We specialize in aligning community and organizational interests then building strategy where these needs intersect.

This includes:

  • Organizational Research & Insights

  • Community Research & Insights

  • Inspiration Scan

  • Co-Design

  • Prototyping, Experimentation & Validation

  • Decision Matrices

  • Platform Selection

  • Roadmapping & Metrics of Success

Clients include: 

 
 

Program Design & Development

 
 

Whether you’re looking to build an ambassador program, develop the next world-class educational program, or something in between, we’re experts in crafting innovative programs of all stripes across a wide range of industries. 

Using design thinking and community building as foundations, Sharehold understands how to build programs that stand out and bring people back for more.

This includes: 

  • Organizational Research & Insights

  • Community Research & Insights

  • Decision Matrices

  • Program Strategy

  • Co-Design

  • Prototyping, Experimentation & Validation

  • Roadmapping & Metrics of Success

Clients include: 

 
 

Membership Strategy

 
 

Creating a membership program that allows your organization to thrive while bringing value to your community is a delicate balance. 

By going deep on research to understand your organization and community needs, Sharehold develops win-win membership models that, if executed correctly,  can be financially sustainable and encourage long-term engagement and retention and mutual value for all.

This includes:

  • Organizational Research & Insights

  • Community Research & Insights

  • Co-Design

  • Business Modeling

  • Prototyping, Experimentation & Validation

  • Retention Strategy

Clients include: 

 
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Organizational Design

 

Organizational design is design thinking applied to community building inside a team or company. It examines the cultural underpinnings of an organization and identifies new mindsets, behaviors, and programs. 

This process ultimately fostering belonging across all team members to increase wellbeing, productivity, and the pace of innovation.

 

Strategic Planning

 
 

Sharehold’s approach to strategic planning is rooted in our combined expertise in design thinking, community building, and organizational design. 

In partnership with all stakeholders – from C-suite executives and board members to team members and community members, we chart a bold vision and build consensus and co-ownership for what’s next. 

We look beyond quick fixes to co-create inventive, manageable plans that strap a jet-pack on your best ideas, making your wildest ambitions real.

This includes: 

  • Organizational Research & Insights

  • Community Research & Insights

  • Inspiration Scan

  • Idea Catalogs & Inspiration Stations

  • Co-Design

  • Decision Matrices

  • Experimentation & Validation

  • Roadmapping & Metrics of Success

Clients include: 

 
 

Inclusive Culture

 
 

Fostering a dynamic, inclusive culture requires understanding how people show up fully at work and in communities. 

This includes: 

  • Organizational Research & Insights

  • Employee Program Strategy

  • Decision Matrices

  • Team Retreats & Workshops [LINK TO WORKSHOPS if available in design]

  • Experimentation & Validation

  • Roadmapping & Metrics of Success

 
 

Team Experiences

 
 

Start shifting your internal culture, fostering belonging, and cultivating design and community-centric expertise by working with Sharehold on your next offsite or retreat. For every experience, we aim to leave your team with the tools, mindsets, and knowledge to bring their learnings into fruition.

This includes: 

  • Ready-to-go workshops customized just for you

  • Facilitation 

  • Reflection, Creativity & Team Building

  • Toolkits & Training

Clients include: 

 
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Workshops

 

Design Thinking

 
 

Explore and bring into action creative problem-solving methodologies to develop innovative products, services, experiences, and systems. 

Learn the values of collaborative design to transform challenges into new opportunities.

4 to 6 hours, up to 50 participants

Clients include: 

  • The United Nations

  • The City of New York

  • Champalimaud Design

  • PCMA at Convening Leaders

  • Aspen Community Foundation & Manaus

 
 

Innovation & Idea Generation

 
 

In this guided brainstorm and idea generation session, your team will be encouraged to think up big, bold, innovative ideas to move your organization forward. 

By the end of the session, participants will have generated ideas across a variety of areas ripe for transformational growth.

2 to 4 hours, up to 20 participants

Clients include: 

  • Anheuser-Busch

  • Lab/Shul

  • Champalimaud Design

 
 
 
 

Community Leadership

 
 

After years shepherding custom and proprietary community design with organizations like General Electric and Harvard University, Sharehold is introducing its approach to community design in an insightful, actionable, and fast format. 

Explore and practice the methods of building co-ownership, fostering belonging, and distributing power with and among your community and team. 

You’ll leave a better leader with the resources to facilitate meaningful conversations and align stakeholders.

4 to 6 hours, up to 50 participants

Clients Include: 

  • DoSomething.org

 
 

Customer Journey Mapping

Learn the tools of design research and customer-centric innovation by mapping your customers’ goals and behaviors as they use your product or service. 

You’ll leave with your own Journey Map template to improve key moments on your customer’s journey.

4 to 6 hours, up to 50 participants

Clients include: 

  • MetLife Foundation

  • The Wing

  • DoSomething.org

 
 
 
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