Research and Consulting

Research and Consulting

Research and Consulting

Research and Consulting

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Organizational planning and governance

Our team has decades of experience as consultants, managers and directors, with a variety of organizations – business, social enterprise, government, and non-profit – and have founded and operated a number of successful mission-driven organizations.

We work with you, and your personnel and stakeholders, bringing in relevant best practices and delivering tailored products and services that boost your organization’s performance:

  • Strategic planning and business planning – including stakeholder engagement, environmental scans, SWOT analysis, goal setting and SMART objectives, strategies and tactics, action plans, monitoring and evaluation;
  • Project and program management – including working with existing staff and volunteers, on-site and off-site, to design and deliver programs that meet your needs;
  • Program evaluation and reviews – including alignment of programs with organizational priorities, analysis of outcomes vs. goals, and strategies for improving performance;
  • Financial management – including revenue and spending, trends and projections, appropriate reserves, compensation, financial policies and procedures, and fundraising needs and strategies;
  • Governance – performance and accountability, effective and respectful collaboration, partnerships and the roles of board and management, board recruitment and orientation, etc.;
  • Policy development – collaborative identification, design, drafting, testing and finalization of policies and procedures for effective operations; and,
  • Incorporation – constitutions and articles of incorporation, bylaws, filings.