Sr. Project and Planning Advisor - Exec Office

Job Functions

• Partner with the Chief of Staff to drive CEO priorities, ensuring alignment, execution, and follow-through across enterprise initiatives.
• Serve as a strategic operator within the CEO Office, managing high-priority workstreams and advancing initiatives from concept through execution.
• Act as a key liaison across executive leadership, ensuring alignment and accountability across critical organizational priorities.
• Manage sensitive executive communications and information flow with a high degree of discretion and judgment.
• Lead and support process improvement initiatives using lean methodologies to streamline workflows and reduce waste.
• Lead the development of Board of Managers materials on behalf of the CEO, including agenda packets, strategic planning presentations, briefing documents, and meeting outputs that support CEO-led discussions.
• Shape executive-level narratives and recommendations to inform Board dialogue, promote decision-making, and ensure alignment with organizational priorities.
• Lead cross-functional, enterprise-level initiatives on behalf of the CEO Office, ensuring execution, alignment, and measurable outcomes.
• Drive accountability across stakeholders, proactively identifying risks, resolving issues, and escalating when needed.
• Oversee project plans, timelines, and resource alignment to ensure initiatives are delivered effectively and on schedule.
• Define initiative scope, success metrics, and execution approach in alignment with CEO Office priorities.
• Collaborate with the Communications Specialist to align messaging, narrative development, and presentation materials for high-stakes executive communications and events, including Board and external engagements.
• Collaborate with the Chief Transformation Officer to identify and lead process improvement initiatives using Lean management principles to enhance efficiency and organizational effectiveness.
• Conduct analysis of workflows, systems, and performance data to inform recommendations with measurable impact.
• Facilitate cross-functional improvement efforts, ensuring adoption, accountability, and sustained results.
• Lead the maintenance and ongoing operation of the CEO Office HUB space, ensuring executive dashboards, planning tools, and performance tracking mechanisms provide the CEO and Executive Leadership Team with realtime visibility into priorities, progress, and decision needs.
• Drive the coordination and execution of enterprise strategic planning processes, ensuring executive leadership is prepared, aligned, and positioned to make timely, high-quality decisions.
• Structure and facilitate executive-level planning discussions by organizing priorities, sequencing key decisions, and ensuring materials are developed in advance of leadership and Board engagement.
• Synthesize complex inputs into clear strategic recommendations, decision frameworks, and actionable plans for senior leadership.
• Ensure continuity from strategy development through Board presentation by aligning executive outputs, materials, and messaging with governance timelines and expectations.

Knowledge, Skills and Abilities

• Strong facilitation and executive communication skills.
• Strong project management skills, including planning, prioritization, time management, and multiproject coordination.
• Skilled in problem solving, judgment, and decision making.
• Advanced proficiency in Microsoft Office Suite, especially PowerPoint, Excel, and Word.
• Ability to synthesize complex data into executive-ready insights and materials.
• Project management best practices and disciplined execution.
• Excellent organizational and time management skills.
• Ability to work in an ambiguous, fast-moving environment while driving toward clarity and solutions.
• Strong attention to detail and quality in documentation, data, and visual materials.
• Strong stakeholder management and cross-functional collaboration skills.
• Executive presence, professionalism, and discretion.

Qualifications

• Bachelor's Degree (higher degree accepted) in Business, Management, or related discipline.
• Master's Degree (higher degree accepted) in Business, Healthcare Administration, Public Health, or Health Informatics.
• 5 years Progressive experience in executive operations, strategy, project management, healthcare, or a related field.
• 3 years Experience supporting senior executives and preparing materials for boards, executive leadership, or governance bodies.
• 3 years Demonstrated ability to lead cross-functional initiatives, manage competing priorities, and translate strategy into action.
• 3 years Experience with strategic planning and process improvement.