Designing Systems that Scale

My work focuses on building the operational structures that help teams execute — from large-scale field marketing operations to program delivery and internal infrastructure. These case studies show how I design workflows, coordinate stakeholders, and build practical systems that help organizations scale.

The examples below show how I design operational systems in different environments — from field operations to program delivery to organizational infrastructure:

CLIF Bar — Regional field operations supporting large-scale brand activations across a geographically dispersed market.

Brilliant People — Program operations enabling leadership development across multiple cohorts, facilitators, and organizations.

Explore Austin — Operational infrastructure supporting outdoor programs, equipment management, and field logistics.

Context

In my role at CLIF Bar, I built the operational infrastructure that supported the expansion of the LUNA and CLIF Kid brands across Texas — coordinating logistics, partnerships, contractors, and event execution across a large and geographically dispersed market.

Delivering consistent brand activations required coordinating retail partnerships, community events, contractor teams, and product distribution while maintaining brand standards in every market.

Operational Challenge

Scaling brand presence across Texas required managing a wide range of operational components simultaneously, including:

  • event logistics and scheduling
  • product inventory and distribution for activations
  • contractor recruitment, training, and scheduling
  • vendor and community partner relationships
  • communication between regional teams and headquarters

Without clear operational systems, coordinating these moving pieces across a large region could quickly become fragmented and difficult to scale.

What I Built

To support consistent execution across the region, I developed operational workflows and coordination systems that streamlined field activation efforts, including:

  • event planning and execution frameworks
  • contractor coordination and scheduling systems
  • vendor and community partnership management
  • inventory planning and product distribution for events
  • communication structures connecting field teams with internal stakeholders

These systems enabled the team to manage a high volume of activations while maintaining strong coordination and execution quality across multiple markets.

Impact

Through strong operational coordination and systems thinking, the LUNA and CLIF Kid brands expanded their presence across Texas through a growing network of retail partnerships, community events, and field activations.

The operational infrastructure supporting these efforts helped ensure consistent execution across a large and distributed region while strengthening relationships with local partners and communities.

Context

Through my consulting work with Brilliant People, I supported nonprofits, government agencies, and growth-stage companies delivering leadership development programs for their teams.

These engagements often involved complex program delivery across multiple cohorts, facilitators, and organizational stakeholders — requiring clear operational systems to ensure consistent program execution and participant experience.


Operational Challenge

Leadership development programs often focus heavily on curriculum and facilitation but lack the operational infrastructure needed to deliver programs smoothly at scale.

Key operational challenges included:

• coordinating multiple facilitators and program stakeholders
• managing participant cohorts and communication across organizations
• organizing program schedules, materials, and session logistics
• maintaining consistency across multiple program cohorts
• ensuring smooth coordination between facilitators, program sponsors, and participants

Without clear operational processes, programs could quickly become fragmented — creating confusion for participants and additional workload for facilitators.


What I Built

To support effective program delivery, I designed operational systems that streamlined  coordination and program execution, including:

  • centralized facilitator resource systems organizing session materials, assessements, participant information, and delivery guides
  • program management workflows mapping the full lifecycle of each engagement — from stakeholder onboarding through delivery and invoicing
  • operational coordination systems connecting facilitators, program sponsors, and participants
  • standardized planning processes that ensured consistency across multiple programs and cohorts

These systems helped ensure that programs ran smoothly while maintaining a high-quality learning experience for participants.


Impact

Through strong operational coordination and systems thinking, leadership development programs were delivered consistently across organizations and cohorts.

By creating clear operational structures behind the scenes, facilitators were able to focus on program delivery while participants experienced well-organized and engaging learning environments.


 

Context

At Explore Austin, I supported an outdoor leadership program serving 300+ youth through year-round programming that included Saturday Challenges around Austin, TX during the school year and week-long wilderness expeditions across the United States each summer, spanning activities such as mountain biking, backpacking, climbing, and canoeing.

As the program expanded, managing gear, equipment logistics, and trip preparation across multiple teams and program cycles required more structured operational systems.


Operational Challenge

Field programs relied on a large inventory of outdoor gear stored in a central warehouse but frequently deployed across teams, weekly programming, and multi-state wilderness expeditions.

Equipment used locally during Saturday programming needed to be inspected, repaired when necessary, and reset within the warehouse so teams could reliably locate gear the following weekend. As summer wilderness trips approached, this process expanded into large-scale expedition preparation across multiple disciplines. For example, the mountain bike program required coordinating volunteer mechanic days to service bikes before they were transported to Utah, and then Idaho, supporting consecutive week-long riding expeditions throughout the summer.

Operational challenges included:

• tracking equipment across multiple outdoor disciplines
• managing gear distribution between teams preparing for expeditions
• identifying damaged or missing gear in the field
• coordinating repairs, replacements, and inventory planning
• ensuring program staff had clear procedures for equipment management

Without structured systems, gear tracking and logistics could quickly become inefficient and difficult to scale as the program expanded.


What I Built

To support smoother program operations, I designed a warehouse management and operational tracking system that improved visibility, accountability, and coordination across teams, including:

• an inventory tracking system for equipment across multiple program disciplines
• QR-based reporting processes allowing field staff to document gear issues in real time
• operational workflows for logging repairs, replacements, and equipment status
• standardized procedures and documentation supporting warehouse and gear management

These systems created clearer operational visibility while helping staff manage equipment more efficiently across trips and program cycles.


Impact

By introducing structured operational systems and processes, the program gained better visibility into gear usage, equipment condition, and inventory needs.

These improvements helped reduce equipment downtime, streamline trip preparation, and support smoother coordination between field teams and program staff.

Leadership in the Field

The work behind these case studies happens in real environments — facilitating teams, supporting programs, and building systems while staying close to the people doing the work.