Consulting Services

Strategic Planning

• Organization of information and facilitation of a strategic thinking process to plan for the short- and long-term future
• Organizational weakness/strength analysis
• Analysis of internal and external environment and effect on planning process

Organizational Development

• Identification of structural requirements for organization to achieve its mission
• Transitional leadership
• Mid- and senior-level professional development 
• Change management assessment

Governance

•  Board development, education and training
•  Board processes, manuals, and policies and procedures
•  Facilitation of strategic thinking and planning sessions

Project/Program Development, Planning and Management

• Project management 
• Project and program designs
•  Implementation plans

Technical Assistance

•  Business plans
•  Policy and procedures design
•  Employee handbook design
•  Financial and accounting policies and procedures
•  Operational policies
•  Research and development of concept papers
•  Facilitation of group processes

Management and Guidance for Private Philanthropic Foundations

•  Assist private philanthropists and family foundations manage their philanthropic goals
•  Identification of interest areas and giving style
•  Grantmaking policies and procedures
•  Management of grantmaking process to ensure goals are achieved
•  Education and training for next generation philanthropists

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