A large regional non-profit organization

Health and Social Services

This well-established non-profit developed profound growing pains as it sought to develop more sophisticated management methods and to identify new revenue sources.

Help the Board and Executive Director achieve a unified strategic vision for the organization and instill a higher level of professionalism among the management team. Also, develop a clear and actionable plan to increase non-operating revenues.

Conducted thorough functional audit of the organization. Perform a perceptual Gap Analysis and Relationship checkup. Interview Board members, Executive Director, senior executives, and others to gain a comprehensive picture of the operational and reputational challenges. Develop and present templates for key members of the management team and provide ongoing coaching to ensure successful implementation.

Return on Relationships has been enhanced, a more disciplined management style has been inculcated, key managers have been replaced, and new Board members are contributing to the long term success of the organization. A more effective Development and fund-raising capability is augmenting operating revenue sources.