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Representative Engagements
Foundation Management [Home]
  • Provided all aspects of management for foundations and grantmaking programs
Strategic Planning [Home]
  • Strategic Direction
    • Using a planning process facilitated the strategic re-direction of a struggling organization. With the new direction and mission the organization is flourishing.
    • Facilitated an organization's first strategic plan
    • Help create a strategic plan for a housing organization
    • Facilitated a strategic plan for an economic education organization
Board Development [Home]
  • Conducted assessment of board of trustees function required for recently adopted strategic plan
  • Assisted board of directors in assessing present core competencies and skills as part of preparation for recruitment of new members
  • Developed recruitment and retention process for board of directors
Executive Coaching [Home]
  • Counseled executive director of a community based agency on:
    • Organizational structure and managerial growth
    • The development function and broadening the financial support base
    • Communications and general public awareness
    • Examining a new key program
Fund Raising [Home]
  • Non-Profit Development Department Organization
    • Conducted an analysis of the current development department and made organization recommendations that produced better fund-raising results.
  • Counseled Non Profit Annual Fund Process
  • Participated in numerous capital and annual campaigns
Organizational Assessment [Home]
  • Organizational Evaluation
    • Conducted a comprehensive organizational assessment of the administrative and supervisory personnel and services of a school, resulting in a more efficient and effective organization.
Governance [Home]
  • Boards
    • Assisted several non-profit corporations in identifying ways to revitalize and restructure the board of directors resulting in improved effectiveness
    • Recruited new Board Members for several non profits