We guide nonprofit leaders and funders to clarify needs and build ownership and energy for their work, strengthening fundraising, communications, strategy, and overall effectiveness. Together, we develop vision, language and plans that focus leaders on the essence of their mission. Our participatory processes consistently bring out the wisdom in the room and support team members to listen to one another, getting everyone on the same page and clear about next steps.Recent training and consulting engagements include:--Design and facilitate strategic planning processes for local and national organizations.--Co-lead organizational change processes on racial equity.--Present workshops, webinars and trainings on strategic planning, governance and racial equity.

Hire and supervise instructors, oversee curriculum.Given the diverse racial backgrounds of our students and their interest in bringing a racial equity culture to their organizations, racial equity is now a significant program focus. Added multiple courses on equity in the nonprofit sector. Most of our courses now explore equity frameworks within the context of nonprofit skills (such as finance, fundraising or governance).In 2020, moved the program to a (temporarily) virtual format and supported instructors with resources to effectively teach in a virtual setting.

Teach Strategic Planning and Board Development courses for Nonprofit Management Certificate program.

Strategic planning facilitator. Oversee iCAT organizational capacity tool survey and facilitate feedback discussions for nonprofit organizations.

--Investigated potential non-profit grantees: Conducted interviews and site visits, financial and programmatic due diligence. --Evaluated invited grant requests: Analyzed organizational goals and plans, financial data, and designs for assessing outcomes of proposed initiative. Drawing on knowledge of the field and Foundation interests, helped organizations to fine-tune grant requests.--Monitored 15 funded organizations and grant initiatives: Regular conversations with grantees.--Reviewed grant reports, budgets and evaluations. Provided feedback to grantees on progress in meeting benchmarks. Worked with grantees to set agenda and “course correction” based on progress toward benchmarks.--Produced high quality written material for Board review including grant proposal cover sheets, grant updates, and memos.--Produced articles for the field relevant to current projects, grantees or key issues.--Presented and facilitated stimulating conversations on Foundation work at professional conferences.

--Ran monthly community of practice for 10 new teachers.--Conducted interviews and analysis of data regarding preparedness and participation of student teachers in area schools.

--Conducted interviews with 50 congregation members and leadership at 10 different congregations in the NY area to explore a) the degree of success of a change process focusing on greater participation, involvement, and investment in education at each of the ten congregations and b) factors that led to success or failure of the change process at a particular congregation.--Interviewed educators about usefulness of participation in professional development initiative.--Assembled and analyzed qualitative data.--Wrote up findings for final reports that contributed to overall program evaluations.

--Coached doctoral students through dissertation planning, research and writing. --Collaborated with instructor on design of doctoral seminar syllabus.

--Coached student teachers: Reviewed lesson plans, observed teaching, provided formal feedback, served as critical colleague on as-needed basis.