Dr. Charlotte Roberts is an executive consultant, speaker and writer who focuses on executives and executive teams' ability to continuously challenge their current level of performance and lead their organizations’ sustainability and competitiveness. Her leadership focus has naturally integrated the performance of boards in non-profit and profit organizations and their ability to maintain proper involvement and to work collaboratively with each other and senior management to support and advance the mission and values of the organization.

Dr. Roberts began studying the impact of leaders on organization effectiveness through an innovative leadership program, Leadership & Mastery®, which she co-led with Peter Senge beginning in 1984. Through this learning process, the model of Learning Organization was identified.

Charlotte is co-author of two cutting-edge leadership books with her colleagues Peter Senge, Art Kleiner, Rick Ross, Bryan Smith and George Roth. The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organization (1994)is apractical guidebook used for creating an enduring competitive advantage; over a million copies have sold worldwide. Their second Fieldbook, The Dance of Change: The Challenges of Sustaining Momentum in Learning Organizations (1999) maps a pathway to sustaining system-wide change beyond the leadership team’s personal drive and commitment.

Practical research informs Dr. Roberts' model of leadership and her work with clients.  In 2007 a two-year research project, “Executives’ Fractured Spirit and Dissociation at Work,” was published in The Journal of Management, an international refereed journal. She has custom designed evaluation processes for executives and boards based on their specific model of effective leadership in their organization and industry. Her clients have been in different industries from shipbuilding and utility services to consumer products and pet nutrition as well as bioscience and healthcare delivery.

Dr. Roberts' work is determined by the team's vision for themselves and their organization. She has helped on-board newly hired executives into the existing culture, transitioned two CEOs in a 100-year old utility company, facilitated the transition of a group of executive "stars" to a collaborative strategic team and refocused a start-up executive team from day-to-day operations to systemic and strategic leadership.

Her background includes a Bachelor degree in Education and a Master’s degree in Human Development from the University of North Carolina at Greensboro where she later served on the faculty. While working for SmithKline & French Pharmaceuticals in sales and sales training, she graduated from the Management Program at the Wharton School of Business, University of Pennsylvania. As part of her professional development, Dr. Roberts completed a one-year program in Systems Dynamics and Policy design taught by MIT faculty and the breakthrough program in Scenario Planning taught by the staff of Global Business Network in Berkeley. In Spring, 1997, Charlotte toured China with a group studying the medical delivery system and alternative healing practices of Traditional Chinese Medicine. Charlotte completed a doctoral degree in Consciousness and Spirituality from Saybrook Graduate School.

Dr. Roberts currently serves on the Antioch University System Board of Governors and the Board of Directors for the North Carolina Entrepreneurship Center. For 12 years Charlotte served on the Board of Trustees of Guilford College in Greensboro, North Carolina. She has also served on the Advisory Council of the American Compensation Association and the boards of several educational and service organizations.

Public Service

Domestic Abuse Project of Delaware County, PA. Board of Directors, 1982-1985.
Women’s Way of Philadelphia, Board of Directors.  1983-85
Philadelphia Women’s Network, Board of Directors, 1984-1986.
Friends Central School, Philadelphia, Board of Trustees, 1985-1987.
Advisory Council of the American Compensation Association, 1992-1996.
Guilford College, Greensboro, NC. Board of Trustees, 1997-2009
            Vice Chair 1999-2002
University of North Carolina at Greensboro, Board of Visitors, 1999-2005.
            Vice Chair 2002-2004

 

Books

The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organization (1994) Roberts, Senge, Kleiner, Ross, & Smith. New York: Doubleday.

The Dance of Change: The Challenges of Sustaining Momentum in Learning Organizations (1999) Roberts, Senge, Kleiner, Ross, Roth, & Smith. New York: Doubleday.

Standing in the River:  Adapting Quaker Business Practices to the Work of the Board (2004) Roberts and Summerville. Self-published.

Articles and Chapters

Johnston, S, Summerville, M. and Roberts, C. (July/August 2010) Trusteeship The Changing Landscape of Trustee and Board Engagement. pp. 14-18.

Roberts, C. (December 2009) Creating Your Leadership Annuity. DCI Links.

Roberts, C. (2007) Journal of Management, Spirituality & Religion. International refereed journal. Executive Fractured Spirit and Dissociation at Work.

Roberts, C. (July 30, 2007) Nation's Cities Weekly. Official Publication of the National League of Cities, Washington, D.C.
            "Leadership As Art"

Roberts, C. (June 21, July 26, 2004) Nation's CitiesWeekly. Official Publication of the National League of Cities, Washington, D.C.
            "Finding Our Voices"
            "Examining Dynamic Democracy in Local Government:"

Roberts, C. (July 1, July 8, August 5, 2002) Nation’s Cities Weekly. Official Publication of the National League of Cities, Washington, DC.
            “Leadership Is…”
            “Conscious Oversight: The Leadership Capacity in an Organization”
            “Leadership Summit is a Learning Community”

Roberts, C. (2001). A Conversation with Charlotte Roberts. The Flawless Consulting Fieldbook and Companion pp.201-207. San Francisco: Jossey-Bass/Pfeiffer.

Roberts, C., Ross, R., & Kleiner, A. (2000). Balancing Advocacy and Inquiry.
Schools That Learn pp. 219-222. New York: Doubleday.

Roberts, C. (2000). Leading Without Control. Schools That Learn pp. 411-418. New York: Doubleday.

Roberts, C. (March 1999) Are Your Spirits Flying? Business Leader pp. 10-13.

Roberts, C. (1999). Personal Transformation and Performance Improvement: What’s the Connection? Performance Improvement, 38, pp. 9-13.

Roberts, C. (July/August 1999). What Do You Mean, Teams Are Not Enough? The Journal for Quality & Participation, p. 64.

Roberts, C. (July/August 1998). Can We Talk? The Journal for Quality & Participation, pp. 24-28.

Roberts, C. (February 1997). Systems Thinking: A New Roadmap for Endurance. Executive Forum.

Roberts, C. (1997). The Trust Survey. Executive EQ, R. Cooper (pp. 85-86). New York: Grosset/Putnam.

Roberts, C. (1996). The Learning Organization: Making it Work. Proceedings from La Societe de la Connaissance, Brussels, pp. 113-121.

Roberts, C. "Foreword" for Work & Role Redesign, Hanson and Sayers, (1995).

Roberts, C. & Thomson, S. (1993). Quality and the Learning Organization: What’s Missing? Leading Total Quality Conference Proceedings.

Roberts, C. & Thomson, S. (July/August 1992). Leading Total Quality. The Journal for Quality & Participation.

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