Examples of client work

Actionable insights that don’t collect dust on a shelf.℠

Strategic planning

Collaborated to develop a 3-year strategic plan for an arts organization rebuilding its post-COVID audience

Heightened the focus of the organization on its core strengths and assets

Analyzed range of strategic opportunities including: customer segmentation, program economics, marketing planning and effectiveness, technology development, organization effectiveness, “low hanging fruit”

IMPACT: A focused, actionable strategic roadmap that re-energized Board, staff & clients

Project duration: ~4-5 months

Mission development

Collaborated to recraft the mission of a large, urban social services organization

Solicited survey input from all stakeholder groups (e.g., Board, staff, partners, clients)

Utilized efficient, proprietary 12-step mission development process to facilitate openness, discussion and buy-in

IMPACT: a more succinct and inspiring mission statement emphasizing self-empowerment, compassion, and inclusiveness

Project duration: ~4 months; varies by organization

Organization strategy

Collaborated to assess the organizational structure, capabilities and operational efficiency of a regional social services organization

Identified restructuring opportunities, capability gaps, decision-making & work-process improvements

Identified opportunities to improve leadership effectiveness of executive staff and Board

IMPACT: Strategic, actionable steps to enhance functional efficiency, data-driven decision-making and leadership effectiveness

Project duration: ~ 4-5 months

Customer needs

Collaborated to better understand the needs & dissatisfactions of a regional food bank’s clients

Conducted 1-on-1 interviews with key clients

Developed client-specific needs analyses and key performance indicator (KPI) data dashboards

Knit together finding into broader insights regarding customer-oriented strategic priorities

IMPACT: Specific, actionable insights to better address clients’ product needs and operational challenges

Project duration: ~3-4 months

Client feedback

“Thorough, thoughtful and vested in the outcome of the project. The project analysis provided a clear path for us to take, which is what we needed.”

— Social services non-profit

“Heartfelt gratitude for your terrific support and expertise to update our mission statement. You have given us a solid roadmap and provided the necessary discipline required to arrive at a quality product.”

— Social services non-profit

“Specific and actionable insights in a fairly short period of time.  Findings were presented to both the Board and Staff, which was invaluable in gaining consensus to move forward with implementing ideas.”

— Arts & culture non-profit

Actionable insights that don’t collect dust on a shelf.℠