Building Your Success Roadmap

We provide programs to assist an organization’s executive team to review or develop an integrated strategic plan that builds clarity and consensus on the mission-critical roadmap to success. We offer a collaborative process to engage internal and external stakeholders in building transparency and trust among all team members so everyone is invested in the future. Emphasis will be placed on the overall operational plan and developing specific initiatives to build and transform success.

We will review each area of the operation to determine departmental efficiencies, strategies and operational tactics that support the overall effectiveness of the operation. The review will focus on leadership effectiveness and the overall strategic planning process to identify how each department operates as a team to meet the unified organization’s financial and operational goals.

Additionally, we provide Board Leadership Development programs focusing on effective board management and enhanced Board and staff engagement. The program focuses on the effective roles and responsibilities of board members; board strategic planning; enhancing board committee engagement; legal responsibilities and liabilities; fiduciary guidance; effective executive assessment, organizational evaluation, and annual board self-assessment. We place emphasis on best practices in fundraising, financial management, board recruitment and retention, and developing an effective succession planning process.