CASES

Strategic Planning and Facilitation

• Strategic planning for a food recovery organization that creates distribution channels to underserved populations. Our data analysis provided a comprehensive picture of the demographics of the organization’s core constituencies informing service deployment.
• Facilitating organization planning for a national behavioral health organization, resulting in the realignment of key department functions.
• Coordinating and facilitating an all-staff strategy retreat for a statewide biotech association, resulting in the establishment of new departmental goals, performance metrics, and a heightened sense of collaboration among the senior management team.
• Strategic planning to transition a pilot makerspace initiative into a self-sustaining organization. Our work included an organizational assessment, patron demographic analysis, facility and cost analysis, focus groups, benchmarking, interviews, public engagement, and feedback.

Evaluation and Feasibility Assessment

We evaluate existing projects and programs and recommend tactical changes for greater results.

• Evaluation of a statewide tax credit program for community development corporations across Massachusetts.
• Research of health care workforce development initiatives in Detroit, MI for a national foundation.
• Conducting feasibility assessment for a TBI/PTSD assisted living facility in Richmond, VA for returning soldiers.
• Evaluating higher education faculty home purchase assistance program models for a nonprofit organization of medical and academic institutions.
• Authoring of a report on employers’ experience with workforce development programs based on executive interviews for a workforce development public policy organization.

Advisor to Senior Leaders and
Boards of Directors

Senior leaders often need a sounding board to think through specific issues, develop a strategy, restructure a department or function, consider partnerships and collaborations, or develop their board. We are here to help with confidential consultations.

• An executive director evaluating if their current department and staffing model should be reorganized due to new organizational priorities.
• A board chair seeking strategies to maximize meeting productivity and board member engagement.
• A department head charged with developing a business plan to support a pilot initiative.
• A professional association executive considering a reorganization of the association’s membership services model.
• A foundation program officer considering the design and implementation of a new program initiative.
• A newly established board of directors seeking to institute best practices in governance and nonprofit management.