New Board Member Orientation
The Partners in Leadership Institute is a year-long comprehensive leadership development program for nonprofit CEO/EDs and Boards.
New to Nonprofit Board Service? Want to effectively bring on your new board members?
Monthly board service orientation is available for nonprofit board members!
Organizational problems reduce employee productivity and effectiveness. And although they may start small, they can grow to overwhelm an organization. I assist in identifying challenges and their root causes and help develop strategies for remediating the problems.
The process involves gathering information from people throughout the organization and then working with the top leadership to implement solutions.
- Meeting with top leaders for their perspectives on organizational problems.
- Meeting with staff — the entire organization or key employees — to open lines of communication and begin building trust.
- Interviewing staff for a more complete perspective of problems, assets and breakdowns.
- Conducting assessments, when needed (including emotional intelligence (EQ-i) & DiSC assessments) to build strong teams and improve communications.
- Generating a final report for the CEO, executive team or board outlining organizational and personnel issues.
- Using the report to develop plans to address specific issues and implement new systems while keeping staff aware of changes.
Strategic Partnerships, Integrations & Mergers
The world around us is changing and requires that business and nonprofit leaders continuously evaluate their business practices. I have worked with many leaders who struggle to meet their annual budgets and the needs of the people they serve. The work and stress this causes may be lessened by exploring a partnership with a mission-aligned organization.
I guide leaders through a process to assess the potential benefits and drawbacks of potential mergers. This involves helping CEOs and executive directors navigate the associated legal, financial and cultural challenges. My guidance is designed to help organizations reach their highest potential to provide the best and most cost-effective services to the communities they support.
Good internal systems improve efficiency, enables growth and helps organizations work through challenges — from changes in consumer markets, cuts in funding, supply chain gaps, pitfalls in any area of operations and more.
My experience with companies across many industries and with very different leaders lets me rapidly assess organizational structures and assets, identify critical gaps and modify or develop systems most likely to ensure success.
Common Steps in Systems Design Consulting
Interviews & Assessments
A thorough assessment is made of current set-ups through interviews and by examining existing systems. The goal is to learn exactly how things work in major areas that are common across all businesses: how responsibilities are defined, how information is communicated, how employees are held accountable and how they’re empowered to succeed.
Tools, Structure & Processes
Information gained from the previous step is used to develop systems and materials that define expectations, processes and more. Specific actions might range from creating forms and job descriptions to improving employee evaluations, implementing systems for improved communication, revising workflows, realigning staff and changing how leaders share information.
Implementing change is only half the challenge. Making change stick is almost always harder. After designing and implementing new systems, regular check-ins are part of the process: following up on initiatives, asking about their impact and helping leaders and staff continue to refine them as needed.