Creating Greater IMPACT with our clients
We add focus and expertise that creates capacity for your organization to achieve your mission.
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Executive Coaching
Year-long coaching support of development leadership to complete a stalled capital building campaign and create strategic development annual plan.
Executive Coaching & Board Retreat Planning & Facilitation
Coaching support for executive leadership and national board members.
Organizational Risk Assessment
In conjunction with Transcend4Good, conducted assessment and supported board during transition from founder to first Chief Executive Officer.
Grant Administration Project
Grant administration for national program.
Development and Communications Reboot
Comprehensive evaluation and restructure of development and communication operational infrastructure. Refinement of individual giving programs (all levels) and enhancement of engagement and donor attractive investment opportunities.
CEO Search, Annual Meeting
In conjunction with Transcend4Good, conducted CEO Search and Annual Meeting/onsite management
Strategic Planning, Planned Giving Audit and Plan Development, Leadership Coaching
In conjunction with staff/board leadership conceptualized 3-year road map (strategies and tactics) to guide organization through period of growth. Road map provided foundation for Capital Campaign effort for a new building/program enhancement. Work in 2020-2021 included a national audit of high-performing United Ways and staff and operational plan development supporting their major and planned giving programs.
Strategic Planning, leadership coaching for ED and Board Chair
Provided empowerment, accountability, and best practice models in a variety of areas including board governance, board/staff relations, and leadership.
Capital Campaign Readiness Study
Created case for support and conducted capital campaign readiness study for 100 year old public university.