What We Do

We Help You Be the Best You Can Be

We partner with foundations and nonprofits to solve today’s problems and prepare them to solve tomorrow’s. We work with you throughout the decision-making process to create action plans that match your values, needs and resources. And we can help you implement and monitor your plan to help you achieve the outcome you expect. Our ability to be flexible ensures you will have access to the expertise you need for the time you need it. When our work is finished, you will have the framework and tools used throughout the entire process to enable you to tackle future issues on your own.

We work with multi-service, multi-site organizations, ranging in scope from local to regional and national operations. Our clients, both grant-makers and service providers, span all program sectors, including early childhood, education, workforce development, the arts, social services, and advocacy.

We specialize in three important areas:

• Mergers and Partnerships. Organizations join forces for various reasons: in response to current or anticipated financial difficulty, to expand services or even link two good programs for greater impact. Regardless of the intent, we help our clients clarify their goals, assess the risks and opportunities from the merger, structure the combined organization, and undertake the work necessary to integrate different staffs, operations, and cultures successfully.
  
  
• Planning and Restructuring. Foundations and nonprofits are likely to be more effective in fulfilling their mission when the board, management and staff are aligned around a set of clearly articulated goals. Ensuring this shared sense of direction is particularly important when an organization has to retool after a period of significant growth or contraction, or reposition for ongoing sustainability. We work with our clients to identify reasonable goals and create realistic work plans to achieve them, using tools like organizational assessments, market research, financial analysis and strategic planning and business planning.
  
  
• Leadership and Transitions. Boards, executive directors and senior managers often need support in setting their focus and direction for their organization. We guide and support leaders with our seasoned experience through coaching, succession planning and leadership and board development. We identify the key skills and talents they need to lead the organization in the future, and to recruit and orient new executives to ensure their success. Whether at the CEO, board chair, or senior management level, we work with executive directors and their boards to anticipate and plan for a smooth transition.