History

The founders of Shared Vision Toolkit have over four decades experience preparing and facilitating meetings and are regarded as some of the world’s best practitioners. We practice and teach Design-Centric Facilitation™,  helping people add co-creation tools and techniques to enhance their meetings. The training and coaching we produce helps people learn how to design and deliver effective meetings. Shared Vision Toolkit provides services to support meetings as well as online courses, teaching workshops, and learning sets for a range of different roles. 

Sarah Greer, Adrian Peryer and Merralee Retallick have extensive experience in working together designing and facilitating strategic sessions. We help people visualize their desired outcomes, create shared visions, and plan the evolution of their operating models. For the last 25 years, we have centered our work in the technology sector and are well known for facilitating engaging Customer Advisory Boards for leading enterprise technology companies. We worked together in Hewlett Packard’s global advisory practice ENVISION The Art of the Possible and continue to deliver the Customer Advisory Board for Hewlett Packard Enterprise.

Sarah Greer originally trained as an artist and now practices and teaches live co-creation, handwriting, illustration, and the design and use of visual frameworks. Adrian Peryer originally trained in counseling and social work and now practices and teaches live co-creation, facilitation, and the design and use of visual frameworks. Merralee Retallick originally trained in engineering and now acts as the Chief Platform Officer and Chief Operating Officer for Shared Vision Toolkit.

A woman writing on a whiteboard wall with a man standing nearby in a meeting.

Meet the Team

  • A woman with glasses and curly blond hair writing on a large whiteboard with a red marker. She is wearing a black top and a nametag, and the whiteboard contains various notes, illustrations, and headings.

    Sarah Greer

    Co-Founder, CEO & President

  • A man with glasses and a pink shirt speaking and gesturing with his right arm in front of a wall with large illustrations and notes.

    Adrian Peryer

    Co-Founder, Chief Product Officer

  • A smiling woman with short gray hair and glasses standing in front of a whiteboard wall with notes and a colorful drawing of the globe with various figures and symbols.

    Merralee Retallick

    Co-Founder, Chief Operating Officer

  • Woman with glasses writing on a whiteboard filled with illustrations and notes.

    Patricia Hadzinski

    Marketing Lead, Design Centric Facilitator

  • A man in a gray collared shirt gestures towards a wall with a colorful illustrated diagram that includes sections labeled "Market," "Shareholders," "Supplier Collaboration," "Customer," "Workforce Engagement," and "Spend Management."

The diagram appears related to business or project planning. The man has light brown hair and a focused expression, standing with his right arm extended and pointing.

    Ed Mattingly

    Customer Success Specialist, Design Centric Facilitator

  • Man pointing at a whiteboard with notes and diagrams about open space and leadership.

    John Griffin

    SVT Coach

  • A man with a beard and tattoos, dressed in a dark shirt and light-colored pants, is standing in front of a wall filled with whiteboards containing handwritten notes and illustrations. He is pointing at one of the sections on the whiteboard.

    Kory Hubbell

    SVT Coach

  • A man with short hair and a beard, wearing a black shirt and a black watch, is smiling while holding a red marker pointed at a whiteboard wall filled with colorful handwritten notes, illustrations, and speech bubbles.

    Stefan Schaefer

    SVT Coach

  • Close-up of a man with long hair and a beard smiling, wearing a gray t-shirt, with a garden in the background.

    Sam Lasko

    Videographer

  • A smiling woman with shoulder-length hair, wearing a long-sleeve shirt, sitting in a room with bookshelves and a clock in the background.

    Rebecca Lazenby

    Photo Editor