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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