​​I  design and facilitate board-centered planning processes that go beyond producing a document. The process itself strengthens governance, builds shared ownership, and creates alignment around mission, vision, and long-term goals.

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My approach is intentionally structured to engage board members, staff leadership, and key stakeholders in meaningful ways. We help organizations step back from day-to-day operations, assess their environment honestly, and agree on a focused set of priorities for the next three to five years.

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The process typically includes focused stakeholder engagement, SWOT analysis, priority setting, and facilitated planning sessions that result in a clear, practical roadmap for the next three to five years. Each engagement is tailored to the organization’s size, complexity, and stage of growth.

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Clients value not only the clarity of the final plan, but the discipline it brings to decision-making, fundraising alignment, and leadership accountability. The result is a strategic framework that guides real choices and supports sustainable impact.

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What Organizations Gain

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Clients consistently tell me that the value of the work extends well beyond the final plan. Outcomes typically include:

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• A shared understanding of mission, direction, and priorities

• Stronger board engagement and more effective governance

• Clear decision-making frameworks for leadership

• Alignment between strategy, fundraising, and resource allocation

• A practical plan that can actually be implemented and monitored

• Significant and immediate growth in fundraising

 

We focus on plans that guide real decisions, not binders that sit on shelves!