Strategic Planning
Facilitating strategic planning processes and preparing plans
Advising on organizational positioning
Identifying and analyzing strategic issues
Preparing/conducting environmental scans, SWOT analyses, and marketing research to assess institutional position, competition, trends, and audiences
Counseling boards and executive directors on strategic issues and positioning
Integrating planning with fundraising and marketing
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National Council of Nonprofits – Strategic planning, communications, and positioning
Philanthropy New York – Strategic planning design and facilitation
Climate Justice Resilience Fund - Advising on a transition to participatory grantmaking and governance structures
Economic Justice Organizing Funders Network – Strategic planning for new funder collaborative
CFLeads - Strategic planning and communications for national initiative on community foundations and civic participation
Eos Foundation – Strategic planning and facilitation