Consulting Services
Integrating with your organization to lead an initiative, adding executive capacity as a solo consultant, or plugging into a team of your staff and other consultants, some example project types are:
Strategic PLanning
Advising and facilitating a planning process with the board, senior leadership, staff, and stakeholders to set a shared vision for the way forward. Defining and synthesizing the organization's key strategic goals, capabilities, assets, and theory of change. Laying out a plan that communicates the strategy with strong organizational buy-in.
Example deliverables:
Strategic plan
Board presentation materials
Implementation plan
Budget
Management dashboard
Growth Strategy and Business Modeling
Helping organizations analyze how and whether to pursue new business lines, start-ups, or market opportunities. Defining the underlying business model, revenue sources and projecting scenarios. Defining key objectives and strategic imperatives in the growth strategy to support "go/no go" decisions.
Example deliverables:
Growth strategy
Financial scenario model
Business model
Development plan and revenue forecast
Annual budget
Executive on Loan
Taking on a key leadership role in operations or a line function temporarily. Leading an initiative or implementation project to meet a goal. Filling a pivotal senior team role during a transition period (such as during an executive search or an organizational restructuring). Plugging into a senior executive team to fill a gap.
Example deliverables:
Team leadership
Defined project outcomes
Status updates and metrics
Transition plan
Improvement recommendations
Organizational Design and structure
Designing the team needed to meet strategic goals. Developing pivotal job descriptions. Setting the organization's compensation philosophy supported by salary bands, performance incentives, and benefits. Building out a performance management system for people development, setting compensation, and succession planning.
Example deliverables:
Organization structure
Organization transition plan
Compensation philosophy and plan
Salary band design and alignment
Pivotal role descriptions
Performance management approach
Infrastructure strategy and scaling up
Helping start-ups and high growth organizations develop and implement strategies for back office systems and processes that can scale up. Defining user requirements for finance, IT, HR and admin processes. Providing vendor selection and implementation support (including for HRIS and CRM).
Example deliverables:
Functional infrastructure design
System and process mapping
"Make" vs. "Buy" decision matrix
Vendor assessment and selection tools
Functional implementation plan
Proposal and grant Development
Developing a theory of change and structuring a compelling proposal. Identifying data and analyses to show the urgency of the core problem and how the proposal addresses it. Writing the proposal and completing grant applications that inspire decisions makers and showcase the proposing organization's unique strengths and value.
Example deliverables:
Proposal project management
Proposal structure and drafts
Completed grant applications
Proposal document and supporting presentation
Budget and budget narrative