Organizational Effectiveness:

Strategic Planning & Counsel

• Facilitate strategic planning efforts with internal and external stakeholders
• Collaboratively develop vision, mission and values statements
• Create dashboard reporting mechanism to ensure strategic plan remains front-and-center
• Create operational performance plans: goals, strategies, measures & milestones

Program Evaluation and Enhancement

• Evaluate and monitor program effectiveness
• Identify weaknesses and recommend plans to enhance or “sunset” programs
• Perform benchmarking exercises of peer and aspirant organizations to identify best practices
• Formulate action plans

Human Resource Assessment & Staff Development

• Evaluate organizational structure; recommend changes to resource allocation
• Analyze job descriptions; create competency-based job descriptions
• Develop performance management plans
• Attract and hire development professionals

Board Development

• Evaluate structure, composition, and roles & responsibilities of existing board
• Conduct broad assessment to evaluate collective impression of board effectiveness
• Recommend strategies to increase board success
• Conduct board development training sessions
• Serve as liaison between leadership and Board members to ensure accountability between meetings

Development Effectiveness:                                      

Fundraising Assessment & Capacity Building

• Targeted development analysis; review and determine strengths, challenges and areas of opportunity to determine the most efficient means to grow or improve development operation
• Create and/or grow development constituency programs including major/leadership gifts, annual giving and planned giving, and corporate and foundation programs
• Evaluate and/or develop accountability guidelines and stewardship programs to assure long term relationships
• Identify (and recommend strategies) to engage internal and external stakeholders

Donor and Database Analysis

• Assess computer software to record, maintain, and strengthen the donor database
• Develop reporting mechanisms to support communication with leadership and volunteer groups
• Prepare trend analyses; analyze and categorize donor contributions